Home > Piscataqua Savings Bank > Fiduciary and Related Services
Piscataqua Savings 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 | $418,000 | 395 |
| Number of Managed Accounts | $418,000 | 346 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $308,539,000 | 418 |
| Managed Assets ($) | $308,539,000 | 371 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,199,000 | 385 |
| 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 | $429,000 | 312 |
| Number of Managed Accounts | $429,000 | 282 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $319,963,000 | 340 |
| Managed Assets ($) | $319,963,000 | 310 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,698,000 | 381 |
| 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 | $429,000 | 360 |
| Number of Managed Accounts | $429,000 | 322 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $328,449,000 | 394 |
| Managed Assets ($) | $328,449,000 | 348 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,164,000 | 368 |
| 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 | $426,000 | 321 |
| Number of Managed Accounts | $426,000 | 291 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $328,102,000 | 347 |
| Managed Assets ($) | $328,102,000 | 317 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 399 |
| 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 | $419,000 | 407 |
| Number of Managed Accounts | $419,000 | 353 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $319,229,000 | 409 |
| Managed Assets ($) | $319,229,000 | 362 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,260,000 | 396 |
| 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 | $404,000 | 333 |
| Number of Managed Accounts | $404,000 | 302 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $296,633,000 | 362 |
| Managed Assets ($) | $296,633,000 | 331 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,728,000 | 391 |
| 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 | $403,000 | 342 |
| Number of Managed Accounts | $403,000 | 309 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $313,452,000 | 361 |
| Managed Assets ($) | $313,452,000 | 319 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 344 |
| 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 | $398,000 | 301 |
| Number of Managed Accounts | $398,000 | 275 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $353,152,000 | 312 |
| Managed Assets ($) | $353,152,000 | 284 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 360 |
| 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 | $395,000 | 381 |
| Number of Managed Accounts | $395,000 | 332 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $350,630,000 | 367 |
| Managed Assets ($) | $350,630,000 | 320 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,324,000 | 347 |
| 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 | $388,000 | 302 |
| Number of Managed Accounts | $388,000 | 272 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $335,051,000 | 313 |
| Managed Assets ($) | $335,051,000 | 287 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,739,000 | 345 |
| 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 | $383,000 | 344 |
| Number of Managed Accounts | $383,000 | 308 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $336,296,000 | 360 |
| Managed Assets ($) | $336,296,000 | 320 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 338 |
| 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 | $380,000 | 308 |
| Number of Managed Accounts | $380,000 | 276 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $324,022,000 | 316 |
| Managed Assets ($) | $324,022,000 | 289 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 350 |
| 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 | $381,000 | 388 |
| Number of Managed Accounts | $381,000 | 330 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $314,871,000 | 365 |
| Managed Assets ($) | $314,871,000 | 320 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 339 |
| 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 | $387,000 | 302 |
| Number of Managed Accounts | $387,000 | 272 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $295,414,000 | 315 |
| Managed Assets ($) | $295,414,000 | 286 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,559,000 | 341 |
| 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 | $388,000 | 338 |
| Number of Managed Accounts | $388,000 | 305 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $283,394,000 | 363 |
| Managed Assets ($) | $283,394,000 | 320 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 339 |
| 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 | $393,000 | 302 |
| Number of Managed Accounts | $393,000 | 272 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $261,225,000 | 318 |
| Managed Assets ($) | $261,225,000 | 290 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $494,000 | 353 |
| 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 | $388,000 | 391 |
| Number of Managed Accounts | $388,000 | 324 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $292,411,000 | 363 |
| Managed Assets ($) | $292,411,000 | 319 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,001,000 | 349 |
| 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 | $385,000 | 307 |
| Number of Managed Accounts | $385,000 | 273 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $282,503,000 | 329 |
| Managed Assets ($) | $282,503,000 | 295 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,512,000 | 349 |
| 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 | $386,000 | 333 |
| Number of Managed Accounts | $386,000 | 298 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $277,370,000 | 368 |
| Managed Assets ($) | $277,370,000 | 319 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 345 |
| 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 | $384,000 | 337 |
| Number of Managed Accounts | $384,000 | 301 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $276,839,000 | 366 |
| Managed Assets ($) | $276,839,000 | 319 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 353 |
| 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 | $392,000 | 392 |
| Number of Managed Accounts | $392,000 | 323 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $263,513,000 | 371 |
| Managed Assets ($) | $263,513,000 | 320 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,982,000 | 347 |
| 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 | $397,000 | 330 |
| Number of Managed Accounts | $397,000 | 295 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $285,311,000 | 371 |
| Managed Assets ($) | $285,311,000 | 321 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 348 |
| 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 | $383,000 | 340 |
| Number of Managed Accounts | $383,000 | 302 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $274,386,000 | 376 |
| Managed Assets ($) | $274,386,000 | 324 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 349 |
| 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 | $373,000 | 345 |
| Number of Managed Accounts | $373,000 | 308 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $272,192,000 | 378 |
| Managed Assets ($) | $272,192,000 | 325 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 356 |
| 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 | $372,000 | 405 |
| Number of Managed Accounts | $372,000 | 331 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $283,105,000 | 377 |
| Managed Assets ($) | $283,105,000 | 325 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 350 |
| 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 | $372,000 | 340 |
| Number of Managed Accounts | $372,000 | 303 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $271,770,000 | 371 |
| Managed Assets ($) | $271,770,000 | 326 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 347 |
| 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 | $371,000 | 341 |
| Number of Managed Accounts | $371,000 | 302 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $261,130,000 | 376 |
| Managed Assets ($) | $261,130,000 | 329 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 351 |
| 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 | $367,000 | 342 |
| Number of Managed Accounts | $367,000 | 306 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $257,221,000 | 380 |
| Managed Assets ($) | $257,221,000 | 337 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 368 |
| 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 | $367,000 | 407 |
| Number of Managed Accounts | $367,000 | 332 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $245,351,000 | 390 |
| Managed Assets ($) | $245,351,000 | 339 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 363 |
| 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 | $368,000 | 345 |
| Number of Managed Accounts | $368,000 | 302 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $248,760,000 | 374 |
| Managed Assets ($) | $248,760,000 | 328 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,295,000 | 359 |
| 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 | $373,000 | 345 |
| Number of Managed Accounts | $373,000 | 300 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $246,171,000 | 378 |
| Managed Assets ($) | $246,171,000 | 328 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 358 |
| 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 | $373,000 | 345 |
| Number of Managed Accounts | $373,000 | 300 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $241,559,000 | 377 |
| Managed Assets ($) | $241,559,000 | 325 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $404,000 | 370 |
| 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 | $374,000 | 408 |
| Number of Managed Accounts | $374,000 | 326 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $238,364,000 | 392 |
| Managed Assets ($) | $238,364,000 | 331 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 368 |
| 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 | $368,000 | 345 |
| Number of Managed Accounts | $368,000 | 300 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $233,952,000 | 382 |
| Managed Assets ($) | $233,952,000 | 329 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,311,000 | 367 |
| 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 | $366,000 | 346 |
| Number of Managed Accounts | $366,000 | 305 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $239,153,000 | 387 |
| Managed Assets ($) | $239,153,000 | 330 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 368 |
| 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 | $365,000 | 352 |
| Number of Managed Accounts | $365,000 | 309 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $241,567,000 | 389 |
| Managed Assets ($) | $241,567,000 | 332 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 378 |
| 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 | $357,000 | 437 |
| Number of Managed Accounts | $357,000 | 359 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $231,925,000 | 401 |
| Managed Assets ($) | $231,925,000 | 342 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,639,000 | 372 |
| 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 | $367,000 | 351 |
| Number of Managed Accounts | $367,000 | 303 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $226,567,000 | 387 |
| Managed Assets ($) | $226,567,000 | 340 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,238,000 | 368 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $371,000 | 350 |
| Number of Managed Accounts | $371,000 | 304 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $219,603,000 | 387 |
| Managed Assets ($) | $219,603,000 | 343 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $851,000 | 367 |
| 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 | $380,000 | 350 |
| Number of Managed Accounts | $380,000 | 305 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $201,379,000 | 393 |
| Managed Assets ($) | $201,379,000 | 356 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 387 |
| 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 | $367,000 | 433 |
| Number of Managed Accounts | $367,000 | 339 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $196,671,000 | 425 |
| Managed Assets ($) | $196,671,000 | 365 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 366 |
| 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 | $363,000 | 337 |
| Number of Managed Accounts | $363,000 | 296 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $190,899,000 | 371 |
| Managed Assets ($) | $190,899,000 | 339 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 367 |
| 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 | $361,000 | 338 |
| Number of Managed Accounts | $361,000 | 295 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $189,064,000 | 371 |
| Managed Assets ($) | $189,064,000 | 339 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000 | 365 |
| 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 | $357,000 | 343 |
| Number of Managed Accounts | $357,000 | 300 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $188,062,000 | 373 |
| Managed Assets ($) | $188,062,000 | 336 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 381 |
| 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 | $345,000 | 446 |
| Number of Managed Accounts | $345,000 | 359 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $175,146,000 | 439 |
| Managed Assets ($) | $175,146,000 | 366 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 374 |
| 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 | $342,000 | 337 |
| Number of Managed Accounts | $342,000 | 302 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $175,562,000 | 362 |
| Managed Assets ($) | $175,562,000 | 331 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,101,000 | 370 |
| 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 | $345,000 | 335 |
| Number of Managed Accounts | $345,000 | 296 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $173,310,000 | 358 |
| Managed Assets ($) | $173,310,000 | 322 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 367 |
| 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 | $349,000 | 332 |
| Number of Managed Accounts | $349,000 | 294 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $171,904,000 | 359 |
| Managed Assets ($) | $171,904,000 | 325 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 380 |
| 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 | $343,000 | 444 |
| Number of Managed Accounts | $343,000 | 358 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $166,631,000 | 432 |
| Managed Assets ($) | $166,631,000 | 356 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 340 |
| 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 | $343,000 | 334 |
| Number of Managed Accounts | $343,000 | 294 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $162,500,000 | 357 |
| Managed Assets ($) | $162,500,000 | 321 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,013,000 | 338 |
| 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 | $348,000 | 337 |
| Number of Managed Accounts | $348,000 | 296 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $162,336,000 | 364 |
| Managed Assets ($) | $162,336,000 | 328 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $692,000 | 340 |
| 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 | $350,000 | 343 |
| Number of Managed Accounts | $350,000 | 300 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $154,952,000 | 370 |
| Managed Assets ($) | $154,952,000 | 334 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,000 | 359 |
| 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 | $348,000 | 463 |
| Number of Managed Accounts | $348,000 | 364 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $152,702,000 | 466 |
| Managed Assets ($) | $152,702,000 | 381 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 352 |
| 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 | $351,000 | 330 |
| Number of Managed Accounts | $350,000 | 287 |
| Number of Non-Managed Accounts | $1,000 | 387 |
| Total fiduciary and related assets | $149,507,000 | 359 |
| Managed Assets ($) | $149,506,000 | 322 |
| Non-managed Assets ($) | $1,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 353 |
| 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 | $351,000 | 329 |
| Number of Managed Accounts | $349,000 | 288 |
| Number of Non-Managed Accounts | $2,000 | 385 |
| Total fiduciary and related assets | $144,123,000 | 360 |
| Managed Assets ($) | $143,384,000 | 322 |
| Non-managed Assets ($) | $739,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 349 |
| 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 | $352,000 | 331 |
| Number of Managed Accounts | $351,000 | 290 |
| Number of Non-Managed Accounts | $1,000 | 397 |
| Total fiduciary and related assets | $144,168,000 | 368 |
| Managed Assets ($) | $144,167,000 | 327 |
| Non-managed Assets ($) | $1,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000 | 370 |
| 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 | $353,000 | 465 |
| Number of Managed Accounts | $352,000 | 360 |
| Number of Non-Managed Accounts | $1,000 | 1,178 |
| Total fiduciary and related assets | $143,842,000 | 477 |
| Managed Assets ($) | $143,841,000 | 389 |
| Non-managed Assets ($) | $1,000 | 1,232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,124,000 | 358 |
| 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 | $349,000 | 326 |
| Number of Managed Accounts | $346,000 | 285 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $140,942,000 | 355 |
| Managed Assets ($) | $139,541,000 | 317 |
| Non-managed Assets ($) | $1,401,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 359 |
| 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 | $345,000 | 332 |
| Number of Managed Accounts | $342,000 | 292 |
| Number of Non-Managed Accounts | $3,000 | 378 |
| Total fiduciary and related assets | $135,332,000 | 361 |
| Managed Assets ($) | $134,022,000 | 322 |
| Non-managed Assets ($) | $1,310,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $563,000 | 359 |
| 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 | $345,000 | 332 |
| Number of Managed Accounts | $342,000 | 293 |
| Number of Non-Managed Accounts | $3,000 | 380 |
| Total fiduciary and related assets | $129,989,000 | 364 |
| Managed Assets ($) | $128,724,000 | 322 |
| Non-managed Assets ($) | $1,265,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $249,000 | 387 |
| 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 | $339,000 | 482 |
| Number of Managed Accounts | $336,000 | 374 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $132,299,000 | 490 |
| Managed Assets ($) | $130,922,000 | 393 |
| Non-managed Assets ($) | $1,377,000 | 930 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,123,000 | 383 |
| 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 | $338,000 | 349 |
| Number of Managed Accounts | $335,000 | 303 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $139,868,000 | 386 |
| Managed Assets ($) | $138,233,000 | 348 |
| Non-managed Assets ($) | $1,635,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $865,000 | 380 |
| 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 | $333,000 | 360 |
| Number of Managed Accounts | $330,000 | 309 |
| Number of Non-Managed Accounts | $3,000 | 410 |
| Total fiduciary and related assets | $147,432,000 | 392 |
| Managed Assets ($) | $145,697,000 | 353 |
| Non-managed Assets ($) | $1,735,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 383 |
| 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 | $328,000 | 365 |
| Number of Managed Accounts | $325,000 | 316 |
| Number of Non-Managed Accounts | $3,000 | 416 |
| Total fiduciary and related assets | $148,745,000 | 399 |
| Managed Assets ($) | $146,984,000 | 360 |
| Non-managed Assets ($) | $1,761,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,000 | 399 |
| 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 | $321,000 | 503 |
| Number of Managed Accounts | $318,000 | 385 |
| Number of Non-Managed Accounts | $3,000 | 1,101 |
| Total fiduciary and related assets | $151,241,000 | 506 |
| Managed Assets ($) | $149,361,000 | 417 |
| Non-managed Assets ($) | $1,880,000 | 923 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 391 |
| 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 | $319,000 | 349 |
| Number of Managed Accounts | $316,000 | 308 |
| Number of Non-Managed Accounts | $3,000 | 398 |
| Total fiduciary and related assets | $150,056,000 | 380 |
| Managed Assets ($) | $148,088,000 | 345 |
| Non-managed Assets ($) | $1,968,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $820,000 | 392 |
| 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 | $307,000 | 357 |
| Number of Managed Accounts | $304,000 | 312 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $143,769,000 | 388 |
| Managed Assets ($) | $141,811,000 | 351 |
| Non-managed Assets ($) | $1,958,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 396 |
| 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 | $296,000 | 359 |
| Number of Managed Accounts | $293,000 | 316 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $139,451,000 | 391 |
| Managed Assets ($) | $137,512,000 | 353 |
| Non-managed Assets ($) | $1,939,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000 | 419 |
| 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 | $294,000 | 519 |
| Number of Managed Accounts | $291,000 | 396 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $137,965,000 | 508 |
| Managed Assets ($) | $136,066,000 | 427 |
| Non-managed Assets ($) | $1,899,000 | 932 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,032,000 | 395 |
| 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 | $290,000 | 356 |
| Number of Managed Accounts | $287,000 | 309 |
| Number of Non-Managed Accounts | $3,000 | 393 |
| Total fiduciary and related assets | $128,355,000 | 380 |
| Managed Assets ($) | $126,564,000 | 341 |
| Non-managed Assets ($) | $1,791,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 392 |
| 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 | $286,000 | 361 |
| Number of Managed Accounts | $282,000 | 316 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $123,091,000 | 386 |
| Managed Assets ($) | $121,311,000 | 347 |
| Non-managed Assets ($) | $1,780,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 396 |
| 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 | $289,000 | 368 |
| Number of Managed Accounts | $285,000 | 324 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $121,783,000 | 391 |
| Managed Assets ($) | $119,951,000 | 352 |
| Non-managed Assets ($) | $1,832,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 412 |
| 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 | $288,000 | 544 |
| Number of Managed Accounts | $284,000 | 421 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $118,393,000 | 554 |
| Managed Assets ($) | $116,646,000 | 454 |
| Non-managed Assets ($) | $1,747,000 | 964 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,002,000 | 389 |
| 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 | $275,000 | 362 |
| Number of Managed Accounts | $271,000 | 320 |
| Number of Non-Managed Accounts | $4,000 | 386 |
| Total fiduciary and related assets | $117,820,000 | 381 |
| Managed Assets ($) | $116,080,000 | 344 |
| Non-managed Assets ($) | $1,740,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 379 |
| 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 | $273,000 | 372 |
| Number of Managed Accounts | $269,000 | 330 |
| Number of Non-Managed Accounts | $4,000 | 403 |
| Total fiduciary and related assets | $119,006,000 | 397 |
| Managed Assets ($) | $117,284,000 | 354 |
| Non-managed Assets ($) | $1,722,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 379 |
| 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 | $263,000 | 377 |
| Number of Managed Accounts | $259,000 | 335 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $116,685,000 | 398 |
| Managed Assets ($) | $114,994,000 | 354 |
| Non-managed Assets ($) | $1,691,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 383 |
| 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 | $258,000 | 589 |
| Number of Managed Accounts | $254,000 | 460 |
| Number of Non-Managed Accounts | $4,000 | 1,139 |
| Total fiduciary and related assets | $116,869,000 | 531 |
| Managed Assets ($) | $115,214,000 | 442 |
| Non-managed Assets ($) | $1,655,000 | 970 |
| Memoranda | ||
| Gross Fiduciary activities income | $878,000 | 404 |
| 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 | $268,000 | 365 |
| Number of Managed Accounts | $264,000 | 320 |
| Number of Non-Managed Accounts | $4,000 | 398 |
| Total fiduciary and related assets | $114,018,000 | 387 |
| Managed Assets ($) | $112,436,000 | 346 |
| Non-managed Assets ($) | $1,582,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 419 |
| 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 | $260,000 | 372 |
| Number of Managed Accounts | $256,000 | 325 |
| Number of Non-Managed Accounts | $4,000 | 405 |
| Total fiduciary and related assets | $112,449,000 | 393 |
| Managed Assets ($) | $110,896,000 | 350 |
| Non-managed Assets ($) | $1,553,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 424 |
| 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 | $259,000 | 376 |
| Number of Managed Accounts | $255,000 | 330 |
| Number of Non-Managed Accounts | $4,000 | 410 |
| Total fiduciary and related assets | $111,804,000 | 399 |
| Managed Assets ($) | $110,197,000 | 358 |
| Non-managed Assets ($) | $1,607,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $203,000 | 430 |
| 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 | $261,000 | 593 |
| Number of Managed Accounts | $257,000 | 455 |
| Number of Non-Managed Accounts | $4,000 | 1,152 |
| Total fiduciary and related assets | $109,668,000 | 546 |
| Managed Assets ($) | $108,120,000 | 450 |
| Non-managed Assets ($) | $1,548,000 | 1,014 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 430 |
| 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 | $260,000 | 384 |
| Number of Managed Accounts | $256,000 | 338 |
| Number of Non-Managed Accounts | $4,000 | 414 |
| Total fiduciary and related assets | $104,320,000 | 403 |
| Managed Assets ($) | $102,816,000 | 360 |
| Non-managed Assets ($) | $1,504,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $589,000 | 444 |
| 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 | $252,000 | 393 |
| Number of Managed Accounts | $249,000 | 345 |
| Number of Non-Managed Accounts | $3,000 | 424 |
| Total fiduciary and related assets | $106,595,000 | 407 |
| Managed Assets ($) | $105,078,000 | 363 |
| Non-managed Assets ($) | $1,517,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $402,000 | 438 |
| 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 | $245,000 | 409 |
| Number of Managed Accounts | $242,000 | 359 |
| Number of Non-Managed Accounts | $3,000 | 436 |
| Total fiduciary and related assets | $100,645,000 | 416 |
| Managed Assets ($) | $99,113,000 | 373 |
| Non-managed Assets ($) | $1,532,000 | 432 |
| Memoranda | ||
| Gross Fiduciary activities income | $192,000 | 452 |
| 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 | $241,000 | 645 |
| Number of Managed Accounts | $238,000 | 499 |
| Number of Non-Managed Accounts | $3,000 | 1,239 |
| Total fiduciary and related assets | $106,560,000 | 547 |
| Managed Assets ($) | $104,983,000 | 465 |
| Non-managed Assets ($) | $1,577,000 | 1,016 |
| Memoranda | ||
| Gross Fiduciary activities income | $821,000 | 442 |
| 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 | $235,000 | 619 |
| Number of Managed Accounts | $233,000 | 485 |
| Number of Non-Managed Accounts | $2,000 | 1,222 |
| Total fiduciary and related assets | $118,062,000 | 498 |
| Managed Assets ($) | $118,058,000 | 422 |
| Non-managed Assets ($) | $4,000 | 1,361 |
| Memoranda | ||
| Gross Fiduciary activities income | $847,000 | 455 |
| 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 | $846,000 | 456 |
| 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 | $739,000 | 530 |
| 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 | $652,000 | 554 |
| 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 | $516,000 | 646 |
| 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 | $379,000 | 789 |
| 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 | $148,000 | 1,069 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |