Home > The Cape Cod Five Cents Savings Bank > Fiduciary and Related Services
The Cape Cod Five Cents 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 | $1,416,000 | 184 |
| Number of Managed Accounts | $1,408,000 | 143 |
| Number of Non-Managed Accounts | $8,000 | 636 |
| Total fiduciary and related assets | $1,527,399,000 | 206 |
| Managed Assets ($) | $1,526,149,000 | 168 |
| Non-managed Assets ($) | $1,250,000 | 679 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,041,000 | 161 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,405,000 | 180 |
| Number of Managed Accounts | $1,397,000 | 142 |
| Number of Non-Managed Accounts | $8,000 | 333 |
| Total fiduciary and related assets | $1,432,914,000 | 207 |
| Managed Assets ($) | $1,431,719,000 | 168 |
| Non-managed Assets ($) | $1,195,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,052,000 | 163 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,409,000 | 181 |
| Number of Managed Accounts | $1,401,000 | 142 |
| Number of Non-Managed Accounts | $8,000 | 392 |
| Total fiduciary and related assets | $1,464,924,000 | 202 |
| Managed Assets ($) | $1,463,640,000 | 164 |
| Non-managed Assets ($) | $1,284,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,329,000 | 162 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,412,000 | 183 |
| Number of Managed Accounts | $1,404,000 | 146 |
| Number of Non-Managed Accounts | $8,000 | 342 |
| Total fiduciary and related assets | $1,420,373,000 | 213 |
| Managed Assets ($) | $1,419,197,000 | 172 |
| Non-managed Assets ($) | $1,176,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,618,000 | 168 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,425,000 | 185 |
| Number of Managed Accounts | $1,417,000 | 150 |
| Number of Non-Managed Accounts | $8,000 | 669 |
| Total fiduciary and related assets | $1,373,471,000 | 215 |
| Managed Assets ($) | $1,372,432,000 | 171 |
| Non-managed Assets ($) | $1,039,000 | 723 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,652,000 | 167 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,400,000 | 184 |
| Number of Managed Accounts | $1,392,000 | 150 |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Total fiduciary and related assets | $1,281,362,000 | 213 |
| Managed Assets ($) | $1,280,246,000 | 173 |
| Non-managed Assets ($) | $1,116,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,964,000 | 174 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,393,000 | 165 |
| Number of Managed Accounts | $1,385,000 | 138 |
| Number of Non-Managed Accounts | $8,000 | 371 |
| Total fiduciary and related assets | $1,328,169,000 | 180 |
| Managed Assets ($) | $1,327,022,000 | 147 |
| Non-managed Assets ($) | $1,147,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,384,000 | 145 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,382,000 | 164 |
| Number of Managed Accounts | $1,374,000 | 138 |
| Number of Non-Managed Accounts | $8,000 | 314 |
| Total fiduciary and related assets | $1,442,809,000 | 182 |
| Managed Assets ($) | $1,441,485,000 | 150 |
| Non-managed Assets ($) | $1,324,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,757,000 | 142 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,371,000 | 170 |
| Number of Managed Accounts | $1,363,000 | 141 |
| Number of Non-Managed Accounts | $8,000 | 648 |
| Total fiduciary and related assets | $1,495,845,000 | 186 |
| Managed Assets ($) | $1,494,448,000 | 150 |
| Non-managed Assets ($) | $1,397,000 | 679 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,954,000 | 146 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,358,000 | 169 |
| Number of Managed Accounts | $1,351,000 | 141 |
| Number of Non-Managed Accounts | $7,000 | 309 |
| Total fiduciary and related assets | $1,415,591,000 | 188 |
| Managed Assets ($) | $1,414,544,000 | 153 |
| Non-managed Assets ($) | $1,047,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,128,000 | 145 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,333,000 | 178 |
| Number of Managed Accounts | $1,326,000 | 148 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $1,402,742,000 | 188 |
| Managed Assets ($) | $1,401,705,000 | 154 |
| Non-managed Assets ($) | $1,037,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,414,000 | 142 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,334,000 | 175 |
| Number of Managed Accounts | $1,327,000 | 144 |
| Number of Non-Managed Accounts | $7,000 | 309 |
| Total fiduciary and related assets | $1,345,877,000 | 191 |
| Managed Assets ($) | $1,344,902,000 | 155 |
| Non-managed Assets ($) | $975,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 145 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 182 |
| Number of Managed Accounts | $1,316,000 | 147 |
| Number of Non-Managed Accounts | $7,000 | 676 |
| Total fiduciary and related assets | $1,311,466,000 | 192 |
| Managed Assets ($) | $1,310,494,000 | 156 |
| Non-managed Assets ($) | $972,000 | 713 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,761,000 | 146 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 177 |
| Number of Managed Accounts | $1,308,000 | 147 |
| Number of Non-Managed Accounts | $7,000 | 312 |
| Total fiduciary and related assets | $1,222,384,000 | 189 |
| Managed Assets ($) | $1,221,498,000 | 153 |
| Non-managed Assets ($) | $886,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,207,000 | 144 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,312,000 | 181 |
| Number of Managed Accounts | $1,305,000 | 152 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $1,173,992,000 | 191 |
| Managed Assets ($) | $1,173,188,000 | 157 |
| Non-managed Assets ($) | $804,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,769,000 | 145 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,317,000 | 176 |
| Number of Managed Accounts | $1,310,000 | 147 |
| Number of Non-Managed Accounts | $7,000 | 315 |
| Total fiduciary and related assets | $1,074,201,000 | 189 |
| Managed Assets ($) | $1,073,522,000 | 154 |
| Non-managed Assets ($) | $679,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,433,000 | 146 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,308,000 | 184 |
| Number of Managed Accounts | $1,301,000 | 153 |
| Number of Non-Managed Accounts | $7,000 | 703 |
| Total fiduciary and related assets | $1,232,249,000 | 188 |
| Managed Assets ($) | $1,231,505,000 | 159 |
| Non-managed Assets ($) | $744,000 | 748 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,462,000 | 147 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,284,000 | 179 |
| Number of Managed Accounts | $1,277,000 | 149 |
| Number of Non-Managed Accounts | $7,000 | 315 |
| Total fiduciary and related assets | $1,130,321,000 | 193 |
| Managed Assets ($) | $1,129,610,000 | 160 |
| Non-managed Assets ($) | $711,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,889,000 | 148 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 180 |
| Number of Managed Accounts | $1,308,000 | 150 |
| Number of Non-Managed Accounts | $7,000 | 350 |
| Total fiduciary and related assets | $1,163,626,000 | 190 |
| Managed Assets ($) | $1,162,944,000 | 156 |
| Non-managed Assets ($) | $682,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,533,000 | 148 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,282,000 | 183 |
| Number of Managed Accounts | $1,275,000 | 150 |
| Number of Non-Managed Accounts | $7,000 | 356 |
| Total fiduciary and related assets | $1,135,738,000 | 191 |
| Managed Assets ($) | $1,135,078,000 | 155 |
| Non-managed Assets ($) | $660,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,225,000 | 149 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,285,000 | 187 |
| Number of Managed Accounts | $1,278,000 | 150 |
| Number of Non-Managed Accounts | $7,000 | 721 |
| Total fiduciary and related assets | $1,058,380,000 | 193 |
| Managed Assets ($) | $1,057,779,000 | 154 |
| Non-managed Assets ($) | $601,000 | 790 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,271,000 | 150 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,284,000 | 178 |
| Number of Managed Accounts | $1,277,000 | 148 |
| Number of Non-Managed Accounts | $7,000 | 359 |
| Total fiduciary and related assets | $1,130,321,000 | 195 |
| Managed Assets ($) | $1,129,610,000 | 151 |
| Non-managed Assets ($) | $711,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,854,000 | 150 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,279,000 | 180 |
| Number of Managed Accounts | $1,272,000 | 150 |
| Number of Non-Managed Accounts | $7,000 | 360 |
| Total fiduciary and related assets | $1,108,443,000 | 192 |
| Managed Assets ($) | $1,107,772,000 | 150 |
| Non-managed Assets ($) | $671,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,637,000 | 148 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,305,000 | 177 |
| Number of Managed Accounts | $1,298,000 | 149 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $1,112,552,000 | 189 |
| Managed Assets ($) | $1,107,029,000 | 147 |
| Non-managed Assets ($) | $5,523,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,363,000 | 148 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 179 |
| Number of Managed Accounts | $1,322,000 | 147 |
| Number of Non-Managed Accounts | $7,000 | 745 |
| Total fiduciary and related assets | $1,147,482,000 | 189 |
| Managed Assets ($) | $1,141,955,000 | 146 |
| Non-managed Assets ($) | $5,527,000 | 645 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,576,000 | 136 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 171 |
| Number of Managed Accounts | $1,370,000 | 141 |
| Number of Non-Managed Accounts | $6,000 | 353 |
| Total fiduciary and related assets | $1,150,060,000 | 187 |
| Managed Assets ($) | $1,144,432,000 | 145 |
| Non-managed Assets ($) | $5,628,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,271,000 | 134 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,388,000 | 167 |
| Number of Managed Accounts | $1,381,000 | 137 |
| Number of Non-Managed Accounts | $7,000 | 354 |
| Total fiduciary and related assets | $1,134,357,000 | 181 |
| Managed Assets ($) | $1,128,746,000 | 140 |
| Non-managed Assets ($) | $5,611,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,652,000 | 138 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,388,000 | 166 |
| Number of Managed Accounts | $1,381,000 | 136 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $1,126,655,000 | 177 |
| Managed Assets ($) | $1,117,265,000 | 136 |
| Non-managed Assets ($) | $9,390,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,267,000 | 137 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,393,000 | 168 |
| Number of Managed Accounts | $1,386,000 | 137 |
| Number of Non-Managed Accounts | $7,000 | 764 |
| Total fiduciary and related assets | $1,097,360,000 | 180 |
| Managed Assets ($) | $1,088,006,000 | 134 |
| Non-managed Assets ($) | $9,354,000 | 578 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,923,000 | 130 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,391,000 | 165 |
| Number of Managed Accounts | $1,384,000 | 134 |
| Number of Non-Managed Accounts | $7,000 | 364 |
| Total fiduciary and related assets | $1,078,710,000 | 180 |
| Managed Assets ($) | $1,069,179,000 | 133 |
| Non-managed Assets ($) | $9,531,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,536,000 | 133 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,368,000 | 169 |
| Number of Managed Accounts | $1,361,000 | 135 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $1,050,617,000 | 183 |
| Managed Assets ($) | $1,041,118,000 | 137 |
| Non-managed Assets ($) | $9,499,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,249,000 | 137 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,370,000 | 167 |
| Number of Managed Accounts | $1,363,000 | 135 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $1,027,548,000 | 181 |
| Managed Assets ($) | $1,016,106,000 | 138 |
| Non-managed Assets ($) | $11,442,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,073,000 | 135 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,361,000 | 173 |
| Number of Managed Accounts | $1,351,000 | 134 |
| Number of Non-Managed Accounts | $10,000 | 762 |
| Total fiduciary and related assets | $1,013,665,000 | 185 |
| Managed Assets ($) | $1,001,230,000 | 141 |
| Non-managed Assets ($) | $12,435,000 | 549 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,654,000 | 133 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,348,000 | 170 |
| Number of Managed Accounts | $1,338,000 | 132 |
| Number of Non-Managed Accounts | $10,000 | 356 |
| Total fiduciary and related assets | $979,802,000 | 186 |
| Managed Assets ($) | $966,616,000 | 142 |
| Non-managed Assets ($) | $13,186,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,525,000 | 136 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,330,000 | 172 |
| Number of Managed Accounts | $1,319,000 | 139 |
| Number of Non-Managed Accounts | $11,000 | 358 |
| Total fiduciary and related assets | $1,039,863,000 | 187 |
| Managed Assets ($) | $1,013,723,000 | 143 |
| Non-managed Assets ($) | $26,140,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,275,000 | 142 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,319,000 | 171 |
| Number of Managed Accounts | $1,308,000 | 135 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $1,032,867,000 | 187 |
| Managed Assets ($) | $1,012,260,000 | 144 |
| Non-managed Assets ($) | $20,607,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,071,000 | 144 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,300,000 | 177 |
| Number of Managed Accounts | $1,290,000 | 136 |
| Number of Non-Managed Accounts | $10,000 | 812 |
| Total fiduciary and related assets | $1,055,350,000 | 180 |
| Managed Assets ($) | $1,032,025,000 | 139 |
| Non-managed Assets ($) | $23,325,000 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,089,000 | 146 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,269,000 | 176 |
| Number of Managed Accounts | $1,259,000 | 140 |
| Number of Non-Managed Accounts | $10,000 | 364 |
| Total fiduciary and related assets | $1,023,573,000 | 181 |
| Managed Assets ($) | $1,000,158,000 | 137 |
| Non-managed Assets ($) | $23,415,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,030,000 | 140 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,246,000 | 176 |
| Number of Managed Accounts | $1,235,000 | 140 |
| Number of Non-Managed Accounts | $11,000 | 358 |
| Total fiduciary and related assets | $1,011,227,000 | 178 |
| Managed Assets ($) | $987,383,000 | 137 |
| Non-managed Assets ($) | $23,844,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,028,000 | 142 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,196,000 | 181 |
| Number of Managed Accounts | $1,185,000 | 147 |
| Number of Non-Managed Accounts | $11,000 | 360 |
| Total fiduciary and related assets | $975,633,000 | 179 |
| Managed Assets ($) | $953,833,000 | 138 |
| Non-managed Assets ($) | $21,800,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,976,000 | 141 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,164,000 | 188 |
| Number of Managed Accounts | $1,152,000 | 150 |
| Number of Non-Managed Accounts | $12,000 | 790 |
| Total fiduciary and related assets | $905,155,000 | 185 |
| Managed Assets ($) | $882,844,000 | 147 |
| Non-managed Assets ($) | $22,311,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,548,000 | 152 |
| 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 | $1,115,000 | 188 |
| Number of Managed Accounts | $1,104,000 | 146 |
| Number of Non-Managed Accounts | $11,000 | 344 |
| Total fiduciary and related assets | $867,382,000 | 183 |
| Managed Assets ($) | $841,794,000 | 145 |
| Non-managed Assets ($) | $25,588,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,814,000 | 151 |
| 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 | $1,085,000 | 188 |
| Number of Managed Accounts | $1,073,000 | 147 |
| Number of Non-Managed Accounts | $12,000 | 343 |
| Total fiduciary and related assets | $843,230,000 | 181 |
| Managed Assets ($) | $816,091,000 | 145 |
| Non-managed Assets ($) | $27,139,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,147,000 | 154 |
| 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 | $1,071,000 | 196 |
| Number of Managed Accounts | $1,060,000 | 149 |
| Number of Non-Managed Accounts | $11,000 | 349 |
| Total fiduciary and related assets | $818,450,000 | 187 |
| Managed Assets ($) | $806,235,000 | 147 |
| Non-managed Assets ($) | $12,215,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 155 |
| 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 | $1,053,000 | 203 |
| Number of Managed Accounts | $1,044,000 | 151 |
| Number of Non-Managed Accounts | $9,000 | 856 |
| Total fiduciary and related assets | $786,985,000 | 185 |
| Managed Assets ($) | $768,924,000 | 148 |
| Non-managed Assets ($) | $18,061,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,819,000 | 157 |
| 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 | $1,036,000 | 193 |
| Number of Managed Accounts | $1,028,000 | 149 |
| Number of Non-Managed Accounts | $8,000 | 343 |
| Total fiduciary and related assets | $779,744,000 | 189 |
| Managed Assets ($) | $766,533,000 | 148 |
| Non-managed Assets ($) | $13,211,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,301,000 | 154 |
| 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 | $1,007,000 | 196 |
| Number of Managed Accounts | $999,000 | 151 |
| Number of Non-Managed Accounts | $8,000 | 346 |
| Total fiduciary and related assets | $745,973,000 | 186 |
| Managed Assets ($) | $732,639,000 | 143 |
| Non-managed Assets ($) | $13,334,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,838,000 | 156 |
| 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 | $1,003,000 | 200 |
| Number of Managed Accounts | $996,000 | 152 |
| Number of Non-Managed Accounts | $7,000 | 349 |
| Total fiduciary and related assets | $740,381,000 | 187 |
| Managed Assets ($) | $731,857,000 | 148 |
| Non-managed Assets ($) | $8,524,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 157 |
| 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 | $958,000 | 215 |
| Number of Managed Accounts | $950,000 | 158 |
| Number of Non-Managed Accounts | $8,000 | 891 |
| Total fiduciary and related assets | $714,452,000 | 186 |
| Managed Assets ($) | $695,310,000 | 150 |
| Non-managed Assets ($) | $19,142,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,241,000 | 140 |
| 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 | $950,000 | 207 |
| Number of Managed Accounts | $942,000 | 154 |
| Number of Non-Managed Accounts | $8,000 | 363 |
| Total fiduciary and related assets | $676,758,000 | 189 |
| Managed Assets ($) | $657,616,000 | 151 |
| Non-managed Assets ($) | $19,142,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,960,000 | 138 |
| 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 | $933,000 | 210 |
| Number of Managed Accounts | $925,000 | 156 |
| Number of Non-Managed Accounts | $8,000 | 364 |
| Total fiduciary and related assets | $718,344,000 | 190 |
| Managed Assets ($) | $690,527,000 | 153 |
| Non-managed Assets ($) | $27,817,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,680,000 | 139 |
| 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 | $917,000 | 216 |
| Number of Managed Accounts | $910,000 | 155 |
| Number of Non-Managed Accounts | $7,000 | 372 |
| Total fiduciary and related assets | $700,477,000 | 192 |
| Managed Assets ($) | $679,548,000 | 155 |
| Non-managed Assets ($) | $20,929,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,324,000 | 139 |
| 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 | $912,000 | 235 |
| Number of Managed Accounts | $904,000 | 163 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $682,833,000 | 198 |
| Managed Assets ($) | $661,500,000 | 153 |
| Non-managed Assets ($) | $21,333,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,561,000 | 150 |
| 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 | $871,000 | 225 |
| Number of Managed Accounts | $863,000 | 163 |
| Number of Non-Managed Accounts | $8,000 | 361 |
| Total fiduciary and related assets | $626,250,000 | 200 |
| Managed Assets ($) | $604,923,000 | 159 |
| Non-managed Assets ($) | $21,327,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,368,000 | 149 |
| 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 | $865,000 | 229 |
| Number of Managed Accounts | $857,000 | 165 |
| Number of Non-Managed Accounts | $8,000 | 360 |
| Total fiduciary and related assets | $600,001,000 | 202 |
| Managed Assets ($) | $581,594,000 | 156 |
| Non-managed Assets ($) | $18,407,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,276,000 | 152 |
| 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 | $840,000 | 232 |
| Number of Managed Accounts | $832,000 | 171 |
| Number of Non-Managed Accounts | $8,000 | 366 |
| Total fiduciary and related assets | $605,732,000 | 206 |
| Managed Assets ($) | $587,306,000 | 161 |
| Non-managed Assets ($) | $18,426,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 151 |
| 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 | $815,000 | 266 |
| Number of Managed Accounts | $807,000 | 187 |
| Number of Non-Managed Accounts | $8,000 | 950 |
| Total fiduciary and related assets | $590,020,000 | 210 |
| Managed Assets ($) | $568,465,000 | 167 |
| Non-managed Assets ($) | $21,555,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,717,000 | 172 |
| 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 | $784,000 | 242 |
| Number of Managed Accounts | $776,000 | 185 |
| Number of Non-Managed Accounts | $8,000 | 354 |
| Total fiduciary and related assets | $569,316,000 | 216 |
| Managed Assets ($) | $545,014,000 | 172 |
| Non-managed Assets ($) | $24,302,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,605,000 | 179 |
| 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 | $737,000 | 252 |
| Number of Managed Accounts | $729,000 | 198 |
| Number of Non-Managed Accounts | $8,000 | 360 |
| Total fiduciary and related assets | $516,596,000 | 220 |
| Managed Assets ($) | $491,710,000 | 175 |
| Non-managed Assets ($) | $24,886,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 185 |
| 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 | $705,000 | 260 |
| Number of Managed Accounts | $699,000 | 203 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $474,351,000 | 222 |
| Managed Assets ($) | $444,704,000 | 178 |
| Non-managed Assets ($) | $29,647,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 189 |
| 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 | $677,000 | 307 |
| Number of Managed Accounts | $671,000 | 223 |
| Number of Non-Managed Accounts | $6,000 | 996 |
| Total fiduciary and related assets | $484,372,000 | 225 |
| Managed Assets ($) | $455,545,000 | 181 |
| Non-managed Assets ($) | $28,827,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,092,000 | 204 |
| 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 | $663,000 | 268 |
| Number of Managed Accounts | $656,000 | 211 |
| Number of Non-Managed Accounts | $7,000 | 386 |
| Total fiduciary and related assets | $498,204,000 | 239 |
| Managed Assets ($) | $469,290,000 | 188 |
| Non-managed Assets ($) | $28,914,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,322,000 | 209 |
| 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 | $640,000 | 284 |
| Number of Managed Accounts | $633,000 | 223 |
| Number of Non-Managed Accounts | $7,000 | 390 |
| Total fiduciary and related assets | $490,534,000 | 253 |
| Managed Assets ($) | $461,457,000 | 206 |
| Non-managed Assets ($) | $29,077,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,540,000 | 214 |
| 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 | $590,000 | 295 |
| Number of Managed Accounts | $582,000 | 235 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $485,357,000 | 262 |
| Managed Assets ($) | $456,142,000 | 214 |
| Non-managed Assets ($) | $29,215,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 219 |
| 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 | $573,000 | 343 |
| Number of Managed Accounts | $564,000 | 256 |
| Number of Non-Managed Accounts | $9,000 | 950 |
| Total fiduciary and related assets | $492,838,000 | 265 |
| Managed Assets ($) | $459,482,000 | 212 |
| Non-managed Assets ($) | $33,356,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,002,000 | 219 |
| 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 | $541,000 | 292 |
| Number of Managed Accounts | $532,000 | 244 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $482,189,000 | 267 |
| Managed Assets ($) | $448,795,000 | 216 |
| Non-managed Assets ($) | $33,394,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,219,000 | 218 |
| 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 | $521,000 | 305 |
| Number of Managed Accounts | $513,000 | 249 |
| Number of Non-Managed Accounts | $8,000 | 383 |
| Total fiduciary and related assets | $463,083,000 | 284 |
| Managed Assets ($) | $433,530,000 | 226 |
| Non-managed Assets ($) | $29,553,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,472,000 | 225 |
| 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 | $505,000 | 309 |
| Number of Managed Accounts | $495,000 | 255 |
| Number of Non-Managed Accounts | $10,000 | 377 |
| Total fiduciary and related assets | $440,373,000 | 284 |
| Managed Assets ($) | $406,344,000 | 225 |
| Non-managed Assets ($) | $34,029,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $696,000 | 233 |
| 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 | $478,000 | 382 |
| Number of Managed Accounts | $469,000 | 291 |
| Number of Non-Managed Accounts | $9,000 | 972 |
| Total fiduciary and related assets | $418,810,000 | 289 |
| Managed Assets ($) | $398,060,000 | 228 |
| Non-managed Assets ($) | $20,750,000 | 511 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,469,000 | 235 |
| 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 | $478,000 | 314 |
| Number of Managed Accounts | $469,000 | 265 |
| Number of Non-Managed Accounts | $9,000 | 370 |
| Total fiduciary and related assets | $402,639,000 | 293 |
| Managed Assets ($) | $381,923,000 | 234 |
| Non-managed Assets ($) | $20,716,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,769,000 | 248 |
| 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 | $468,000 | 325 |
| Number of Managed Accounts | $459,000 | 274 |
| Number of Non-Managed Accounts | $9,000 | 377 |
| Total fiduciary and related assets | $380,962,000 | 299 |
| Managed Assets ($) | $360,107,000 | 242 |
| Non-managed Assets ($) | $20,855,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 255 |
| 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 | $447,000 | 329 |
| Number of Managed Accounts | $438,000 | 281 |
| Number of Non-Managed Accounts | $9,000 | 381 |
| Total fiduciary and related assets | $377,066,000 | 303 |
| Managed Assets ($) | $356,196,000 | 242 |
| Non-managed Assets ($) | $20,870,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 256 |
| 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 | $426,000 | 428 |
| Number of Managed Accounts | $417,000 | 333 |
| Number of Non-Managed Accounts | $9,000 | 1,001 |
| Total fiduciary and related assets | $346,079,000 | 311 |
| Managed Assets ($) | $325,123,000 | 253 |
| Non-managed Assets ($) | $20,956,000 | 500 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 280 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 276 |
| 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 | $926,000 | 277 |
| 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 | $456,000 | 280 |
| 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 | $279,000 | 556 |
| Number of Managed Accounts | $279,000 | 421 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $230,977,000 | 381 |
| Managed Assets ($) | $230,977,000 | 299 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 598 |
| 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 | $233,000 | 680 |
| 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 | $24,000 | 1,070 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,848 |
| 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 | $4,000 | 1,216 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 |