Home > State Central Bank > Fiduciary and Related Services
State Central 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 | $168,000 | 577 |
| Number of Managed Accounts | $119,000 | 553 |
| Number of Non-Managed Accounts | $49,000 | 386 |
| Total fiduciary and related assets | $58,322,000 | 643 |
| Managed Assets ($) | $53,966,000 | 610 |
| Non-managed Assets ($) | $4,356,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,000 | 641 |
| 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 | $170,000 | 356 |
| Number of Managed Accounts | $106,000 | 346 |
| Number of Non-Managed Accounts | $64,000 | 234 |
| Total fiduciary and related assets | $54,062,000 | 372 |
| Managed Assets ($) | $46,615,000 | 357 |
| Non-managed Assets ($) | $7,447,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,000 | 638 |
| 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 | $167,000 | 426 |
| Number of Managed Accounts | $104,000 | 415 |
| Number of Non-Managed Accounts | $63,000 | 258 |
| Total fiduciary and related assets | $54,809,000 | 444 |
| Managed Assets ($) | $47,400,000 | 429 |
| Non-managed Assets ($) | $7,409,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,000 | 647 |
| 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 | $163,000 | 368 |
| Number of Managed Accounts | $101,000 | 357 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $53,610,000 | 380 |
| Managed Assets ($) | $46,073,000 | 366 |
| Non-managed Assets ($) | $7,537,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,000 | 674 |
| 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 | $161,000 | 606 |
| Number of Managed Accounts | $99,000 | 604 |
| Number of Non-Managed Accounts | $62,000 | 350 |
| Total fiduciary and related assets | $50,157,000 | 674 |
| Managed Assets ($) | $42,852,000 | 648 |
| Non-managed Assets ($) | $7,305,000 | 583 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 659 |
| 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 | $150,000 | 387 |
| Number of Managed Accounts | $92,000 | 375 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $59,794,000 | 397 |
| Managed Assets ($) | $50,589,000 | 381 |
| Non-managed Assets ($) | $9,205,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,000 | 651 |
| 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 | $149,000 | 419 |
| Number of Managed Accounts | $94,000 | 406 |
| Number of Non-Managed Accounts | $55,000 | 257 |
| Total fiduciary and related assets | $49,631,000 | 427 |
| Managed Assets ($) | $41,924,000 | 416 |
| Non-managed Assets ($) | $7,707,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 625 |
| 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 | $146,000 | 351 |
| Number of Managed Accounts | $92,000 | 335 |
| Number of Non-Managed Accounts | $54,000 | 228 |
| Total fiduciary and related assets | $57,812,000 | 355 |
| Managed Assets ($) | $49,103,000 | 342 |
| Non-managed Assets ($) | $8,709,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,000 | 635 |
| 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 | $145,000 | 586 |
| Number of Managed Accounts | $92,000 | 574 |
| Number of Non-Managed Accounts | $53,000 | 362 |
| Total fiduciary and related assets | $59,824,000 | 629 |
| Managed Assets ($) | $50,705,000 | 604 |
| Non-managed Assets ($) | $9,119,000 | 539 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 626 |
| 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 | $139,000 | 333 |
| Number of Managed Accounts | $90,000 | 326 |
| Number of Non-Managed Accounts | $49,000 | 237 |
| Total fiduciary and related assets | $58,197,000 | 340 |
| Managed Assets ($) | $48,819,000 | 328 |
| Non-managed Assets ($) | $9,378,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,000 | 624 |
| 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 | $152,000 | 396 |
| Number of Managed Accounts | $91,000 | 388 |
| Number of Non-Managed Accounts | $61,000 | 245 |
| Total fiduciary and related assets | $60,277,000 | 406 |
| Managed Assets ($) | $50,872,000 | 393 |
| Non-managed Assets ($) | $9,405,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,000 | 637 |
| 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 | $145,000 | 336 |
| Number of Managed Accounts | $84,000 | 327 |
| Number of Non-Managed Accounts | $61,000 | 228 |
| Total fiduciary and related assets | $56,911,000 | 342 |
| Managed Assets ($) | $48,159,000 | 330 |
| Non-managed Assets ($) | $8,752,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,000 | 658 |
| 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 | $138,000 | 602 |
| Number of Managed Accounts | $82,000 | 591 |
| Number of Non-Managed Accounts | $56,000 | 360 |
| Total fiduciary and related assets | $49,931,000 | 653 |
| Managed Assets ($) | $41,588,000 | 632 |
| Non-managed Assets ($) | $8,343,000 | 556 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 660 |
| 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 | $153,000 | 335 |
| Number of Managed Accounts | $83,000 | 327 |
| Number of Non-Managed Accounts | $70,000 | 215 |
| Total fiduciary and related assets | $42,122,000 | 343 |
| Managed Assets ($) | $34,585,000 | 331 |
| Non-managed Assets ($) | $7,537,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,000 | 653 |
| 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 | $111,000 | 398 |
| Number of Managed Accounts | $86,000 | 385 |
| Number of Non-Managed Accounts | $25,000 | 315 |
| Total fiduciary and related assets | $38,903,000 | 401 |
| Managed Assets ($) | $32,137,000 | 388 |
| Non-managed Assets ($) | $6,766,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 656 |
| 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 | $106,000 | 343 |
| Number of Managed Accounts | $88,000 | 331 |
| Number of Non-Managed Accounts | $18,000 | 289 |
| Total fiduciary and related assets | $35,734,000 | 346 |
| Managed Assets ($) | $27,067,000 | 333 |
| Non-managed Assets ($) | $8,667,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,000 | 660 |
| 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 | $102,000 | 648 |
| Number of Managed Accounts | $84,000 | 603 |
| Number of Non-Managed Accounts | $18,000 | 579 |
| Total fiduciary and related assets | $48,654,000 | 657 |
| Managed Assets ($) | $38,711,000 | 641 |
| Non-managed Assets ($) | $9,943,000 | 543 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 663 |
| 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 | $101,000 | 350 |
| Number of Managed Accounts | $83,000 | 338 |
| Number of Non-Managed Accounts | $18,000 | 296 |
| Total fiduciary and related assets | $45,368,000 | 351 |
| Managed Assets ($) | $35,686,000 | 339 |
| Non-managed Assets ($) | $9,682,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 677 |
| 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 | $100,000 | 388 |
| Number of Managed Accounts | $83,000 | 376 |
| Number of Non-Managed Accounts | $17,000 | 324 |
| Total fiduciary and related assets | $45,136,000 | 390 |
| Managed Assets ($) | $35,806,000 | 378 |
| Non-managed Assets ($) | $9,330,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,000 | 681 |
| 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 | $96,000 | 393 |
| Number of Managed Accounts | $82,000 | 381 |
| Number of Non-Managed Accounts | $14,000 | 335 |
| Total fiduciary and related assets | $43,791,000 | 396 |
| Managed Assets ($) | $34,632,000 | 384 |
| Non-managed Assets ($) | $9,159,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,000 | 690 |
| 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 | $95,000 | 684 |
| Number of Managed Accounts | $82,000 | 622 |
| Number of Non-Managed Accounts | $13,000 | 641 |
| Total fiduciary and related assets | $40,352,000 | 691 |
| Managed Assets ($) | $31,842,000 | 676 |
| Non-managed Assets ($) | $8,510,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | $266,000 | 676 |
| 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 | $94,000 | 397 |
| Number of Managed Accounts | $81,000 | 382 |
| Number of Non-Managed Accounts | $13,000 | 342 |
| Total fiduciary and related assets | $45,320,000 | 400 |
| Managed Assets ($) | $35,701,000 | 388 |
| Non-managed Assets ($) | $9,619,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,000 | 678 |
| 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 | $98,000 | 398 |
| Number of Managed Accounts | $84,000 | 385 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $44,407,000 | 402 |
| Managed Assets ($) | $34,693,000 | 390 |
| Non-managed Assets ($) | $9,714,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $133,000 | 676 |
| 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 | $96,000 | 402 |
| Number of Managed Accounts | $82,000 | 386 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $43,029,000 | 405 |
| Managed Assets ($) | $33,411,000 | 391 |
| Non-managed Assets ($) | $9,618,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 661 |
| 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 | $90,000 | 708 |
| Number of Managed Accounts | $75,000 | 648 |
| Number of Non-Managed Accounts | $15,000 | 632 |
| Total fiduciary and related assets | $45,393,000 | 692 |
| Managed Assets ($) | $35,370,000 | 677 |
| Non-managed Assets ($) | $10,023,000 | 560 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,000 | 703 |
| 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 | $91,000 | 396 |
| Number of Managed Accounts | $76,000 | 381 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $45,141,000 | 399 |
| Managed Assets ($) | $35,398,000 | 385 |
| Non-managed Assets ($) | $9,743,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,000 | 712 |
| 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 | $88,000 | 398 |
| Number of Managed Accounts | $72,000 | 384 |
| Number of Non-Managed Accounts | $16,000 | 331 |
| Total fiduciary and related assets | $44,742,000 | 401 |
| Managed Assets ($) | $34,837,000 | 387 |
| Non-managed Assets ($) | $9,905,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000 | 711 |
| 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 | $85,000 | 401 |
| Number of Managed Accounts | $70,000 | 387 |
| Number of Non-Managed Accounts | $15,000 | 330 |
| Total fiduciary and related assets | $43,435,000 | 404 |
| Managed Assets ($) | $33,402,000 | 390 |
| Non-managed Assets ($) | $10,033,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,000 | 712 |
| 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 | $81,000 | 756 |
| Number of Managed Accounts | $70,000 | 677 |
| Number of Non-Managed Accounts | $11,000 | 722 |
| Total fiduciary and related assets | $42,757,000 | 723 |
| Managed Assets ($) | $33,161,000 | 701 |
| Non-managed Assets ($) | $9,596,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $220,000 | 725 |
| 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 | $78,000 | 404 |
| Number of Managed Accounts | $67,000 | 388 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $40,502,000 | 408 |
| Managed Assets ($) | $30,919,000 | 393 |
| Non-managed Assets ($) | $9,583,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 725 |
| 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 | $78,000 | 408 |
| Number of Managed Accounts | $67,000 | 391 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $38,727,000 | 411 |
| Managed Assets ($) | $29,382,000 | 397 |
| Non-managed Assets ($) | $9,345,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,000 | 735 |
| 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 | $78,000 | 408 |
| Number of Managed Accounts | $67,000 | 391 |
| Number of Non-Managed Accounts | $11,000 | 356 |
| Total fiduciary and related assets | $39,017,000 | 410 |
| Managed Assets ($) | $29,636,000 | 397 |
| Non-managed Assets ($) | $9,381,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,000 | 747 |
| 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 | $79,000 | 783 |
| Number of Managed Accounts | $68,000 | 702 |
| Number of Non-Managed Accounts | $11,000 | 749 |
| Total fiduciary and related assets | $38,040,000 | 750 |
| Managed Assets ($) | $28,985,000 | 728 |
| Non-managed Assets ($) | $9,055,000 | 597 |
| Memoranda | ||
| Gross Fiduciary activities income | $238,000 | 738 |
| 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 | $80,000 | 402 |
| Number of Managed Accounts | $68,000 | 387 |
| Number of Non-Managed Accounts | $12,000 | 350 |
| Total fiduciary and related assets | $39,153,000 | 405 |
| Managed Assets ($) | $28,847,000 | 388 |
| Non-managed Assets ($) | $10,306,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000 | 739 |
| 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 | $79,000 | 407 |
| Number of Managed Accounts | $67,000 | 390 |
| Number of Non-Managed Accounts | $12,000 | 355 |
| Total fiduciary and related assets | $43,740,000 | 412 |
| Managed Assets ($) | $32,397,000 | 392 |
| Non-managed Assets ($) | $11,343,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,000 | 748 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,000 | 740 |
| 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 | $74,000 | 809 |
| Number of Managed Accounts | $60,000 | 739 |
| Number of Non-Managed Accounts | $14,000 | 743 |
| Total fiduciary and related assets | $43,702,000 | 753 |
| Managed Assets ($) | $31,788,000 | 737 |
| Non-managed Assets ($) | $11,914,000 | 571 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 719 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $210,000 | 714 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,000 | 735 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,000 | 742 |
| 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 | $85,000 | 798 |
| Number of Managed Accounts | $69,000 | 730 |
| Number of Non-Managed Accounts | $16,000 | 728 |
| Total fiduciary and related assets | $43,372,000 | 757 |
| Managed Assets ($) | $38,282,000 | 689 |
| Non-managed Assets ($) | $5,090,000 | 720 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 752 |
| 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 | $149,000 | 773 |
| 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 | $105,000 | 766 |
| 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 | $43,000 | 802 |
| 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 | $82,000 | 834 |
| Number of Managed Accounts | $65,000 | 758 |
| Number of Non-Managed Accounts | $17,000 | 736 |
| Total fiduciary and related assets | $37,453,000 | 776 |
| Managed Assets ($) | $32,853,000 | 716 |
| Non-managed Assets ($) | $4,600,000 | 731 |
| Memoranda | ||
| Gross Fiduciary activities income | $192,000 | 796 |
| 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 | $141,000 | 794 |
| 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 | $102,000 | 786 |
| 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 | $45,000 | 818 |
| 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 | $88,000 | 830 |
| Number of Managed Accounts | $71,000 | 738 |
| Number of Non-Managed Accounts | $17,000 | 747 |
| Total fiduciary and related assets | $37,753,000 | 771 |
| Managed Assets ($) | $34,264,000 | 703 |
| Non-managed Assets ($) | $3,489,000 | 762 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 716 |
| 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 | $160,000 | 721 |
| 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 | $116,000 | 710 |
| 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 | $55,000 | 726 |
| 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 | $97,000 | 830 |
| Number of Managed Accounts | $71,000 | 764 |
| Number of Non-Managed Accounts | $26,000 | 678 |
| Total fiduciary and related assets | $42,006,000 | 777 |
| Managed Assets ($) | $37,597,000 | 711 |
| Non-managed Assets ($) | $4,409,000 | 767 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 737 |
| 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 | $179,000 | 710 |
| 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 | $103,000 | 755 |
| 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 | $42,000 | 802 |
| 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 | $106,000 | 823 |
| Number of Managed Accounts | $78,000 | 750 |
| Number of Non-Managed Accounts | $28,000 | 692 |
| Total fiduciary and related assets | $42,433,000 | 781 |
| Managed Assets ($) | $36,649,000 | 712 |
| Non-managed Assets ($) | $5,784,000 | 722 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 748 |
| 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 | $143,000 | 762 |
| 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 | $100,000 | 761 |
| 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 | $60,000 | 736 |
| 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 | $111,000 | 835 |
| Number of Managed Accounts | $76,000 | 778 |
| Number of Non-Managed Accounts | $35,000 | 620 |
| Total fiduciary and related assets | $34,816,000 | 826 |
| Managed Assets ($) | $30,310,000 | 759 |
| Non-managed Assets ($) | $4,506,000 | 737 |
| Memoranda | ||
| Gross Fiduciary activities income | $264,000 | 725 |
| 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 | $195,000 | 728 |
| 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 | $150,000 | 701 |
| 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 | $51,000 | 798 |
| 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 | $114,000 | 837 |
| Number of Managed Accounts | $74,000 | 803 |
| Number of Non-Managed Accounts | $40,000 | 603 |
| Total fiduciary and related assets | $48,352,000 | 796 |
| Managed Assets ($) | $40,169,000 | 748 |
| Non-managed Assets ($) | $8,183,000 | 685 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 835 |
| 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 | $140,000 | 810 |
| 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 | $104,000 | 804 |
| 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 | $49,000 | 817 |
| 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 | $109,000 | 870 |
| Number of Managed Accounts | $70,000 | 828 |
| Number of Non-Managed Accounts | $39,000 | 621 |
| Total fiduciary and related assets | $40,615,000 | 842 |
| Managed Assets ($) | $36,042,000 | 758 |
| Non-managed Assets ($) | $4,573,000 | 783 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,000 | 827 |
| 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 | $133,000 | 815 |
| 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 | $98,000 | 810 |
| 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 | $47,000 | 827 |
| 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 | $99,000 | 916 |
| Number of Managed Accounts | $58,000 | 893 |
| Number of Non-Managed Accounts | $41,000 | 630 |
| Total fiduciary and related assets | $38,283,000 | 853 |
| Managed Assets ($) | $32,876,000 | 787 |
| Non-managed Assets ($) | $5,407,000 | 771 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000 | 860 |
| 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 | $118,000 | 844 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 858 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 889 |
| 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 | $89,000 | 967 |
| Number of Managed Accounts | $64,000 | 868 |
| Number of Non-Managed Accounts | $25,000 | 776 |
| Total fiduciary and related assets | $35,308,000 | 864 |
| Managed Assets ($) | $29,177,000 | 809 |
| Non-managed Assets ($) | $6,131,000 | 741 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 846 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 833 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,000 | 841 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,000 | 859 |
| 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 | $96,000 | 965 |
| Number of Managed Accounts | $69,000 | 878 |
| Number of Non-Managed Accounts | $27,000 | 785 |
| Total fiduciary and related assets | $35,638,000 | 873 |
| Managed Assets ($) | $28,090,000 | 814 |
| Non-managed Assets ($) | $7,548,000 | 720 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,000 | 885 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,000 | 888 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000 | 905 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,000 | 899 |
| 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 | $98,000 | 969 |
| Number of Managed Accounts | $71,000 | 898 |
| Number of Non-Managed Accounts | $27,000 | 789 |
| Total fiduciary and related assets | $29,311,000 | 928 |
| Managed Assets ($) | $21,709,000 | 906 |
| Non-managed Assets ($) | $7,602,000 | 707 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 784 |
| 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 | $107,000 | 888 |
| Number of Managed Accounts | $77,000 | 845 |
| Number of Non-Managed Accounts | $30,000 | 728 |
| Total fiduciary and related assets | $49,438,000 | 739 |
| Managed Assets ($) | $40,606,000 | 692 |
| Non-managed Assets ($) | $8,832,000 | 644 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 722 |
| 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 | $249,000 | 757 |
| 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 | $249,000 | 813 |
| 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 | $354,000 | 746 |
| 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 | $252,000 | 845 |
| 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 | $217,000 | 944 |
| 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 | $165,000 | 1,045 |
| 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 | $163,000 | 1,060 |
| 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 | $133,000 | 1,154 |
| 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 | $128,000 | 1,195 |