Home > The State Bank and Trust Company > Fiduciary and Related Services
The State Bank and Trust Company, 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 | $654,000 | 315 |
| Number of Managed Accounts | $519,000 | 313 |
| Number of Non-Managed Accounts | $135,000 | 218 |
| Total fiduciary and related assets | $454,169,000 | 353 |
| Managed Assets ($) | $244,756,000 | 405 |
| Non-managed Assets ($) | $209,413,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,640,000 | 307 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3 | 948 |
| 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 | $761,000 | 277 |
| Number of Managed Accounts | $652,000 | 264 |
| Number of Non-Managed Accounts | $109,000 | 207 |
| Total fiduciary and related assets | $455,451,000 | 341 |
| Managed Assets ($) | $308,799,000 | 356 |
| Non-managed Assets ($) | $146,652,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 291 |
| 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 | $764,000 | 265 |
| Number of Managed Accounts | $654,000 | 251 |
| Number of Non-Managed Accounts | $110,000 | 187 |
| Total fiduciary and related assets | $469,941,000 | 312 |
| Managed Assets ($) | $316,701,000 | 319 |
| Non-managed Assets ($) | $153,240,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,000 | 307 |
| 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 | $759,000 | 293 |
| Number of Managed Accounts | $655,000 | 279 |
| Number of Non-Managed Accounts | $104,000 | 252 |
| Total fiduciary and related assets | $465,232,000 | 347 |
| Managed Assets ($) | $320,309,000 | 360 |
| Non-managed Assets ($) | $144,923,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,757,000 | 307 |
| 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 | $762,000 | 268 |
| Number of Managed Accounts | $659,000 | 253 |
| Number of Non-Managed Accounts | $103,000 | 198 |
| Total fiduciary and related assets | $434,844,000 | 322 |
| Managed Assets ($) | $301,880,000 | 329 |
| Non-managed Assets ($) | $132,964,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 304 |
| 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 | $763,000 | 251 |
| Number of Managed Accounts | $660,000 | 244 |
| Number of Non-Managed Accounts | $103,000 | 191 |
| Total fiduciary and related assets | $462,508,000 | 302 |
| Managed Assets ($) | $323,838,000 | 314 |
| Non-managed Assets ($) | $138,670,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 268 |
| 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 | $769,000 | 237 |
| Number of Managed Accounts | $670,000 | 231 |
| Number of Non-Managed Accounts | $99,000 | 181 |
| Total fiduciary and related assets | $520,966,000 | 277 |
| Managed Assets ($) | $363,266,000 | 282 |
| Non-managed Assets ($) | $157,700,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $982,000 | 271 |
| 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 | $771,000 | 261 |
| Number of Managed Accounts | $673,000 | 251 |
| Number of Non-Managed Accounts | $98,000 | 246 |
| Total fiduciary and related assets | $551,010,000 | 302 |
| Managed Assets ($) | $380,691,000 | 308 |
| Non-managed Assets ($) | $170,319,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,869,000 | 266 |
| 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 | $768,000 | 239 |
| Number of Managed Accounts | $669,000 | 233 |
| Number of Non-Managed Accounts | $99,000 | 183 |
| Total fiduciary and related assets | $526,153,000 | 277 |
| Managed Assets ($) | $363,905,000 | 281 |
| Non-managed Assets ($) | $162,248,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,858,000 | 268 |
| 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 | $758,000 | 254 |
| Number of Managed Accounts | $660,000 | 250 |
| Number of Non-Managed Accounts | $98,000 | 195 |
| Total fiduciary and related assets | $530,675,000 | 299 |
| Managed Assets ($) | $364,279,000 | 306 |
| Non-managed Assets ($) | $166,396,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,877,000 | 268 |
| 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 | $759,000 | 240 |
| Number of Managed Accounts | $662,000 | 234 |
| Number of Non-Managed Accounts | $97,000 | 188 |
| Total fiduciary and related assets | $506,905,000 | 277 |
| Managed Assets ($) | $350,948,000 | 282 |
| Non-managed Assets ($) | $155,957,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 270 |
| 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 | $744,000 | 265 |
| Number of Managed Accounts | $644,000 | 253 |
| Number of Non-Managed Accounts | $100,000 | 252 |
| Total fiduciary and related assets | $493,452,000 | 301 |
| Managed Assets ($) | $341,532,000 | 311 |
| Non-managed Assets ($) | $151,920,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,311,000 | 267 |
| 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 | $733,000 | 241 |
| Number of Managed Accounts | $634,000 | 233 |
| Number of Non-Managed Accounts | $99,000 | 186 |
| Total fiduciary and related assets | $459,970,000 | 277 |
| Managed Assets ($) | $320,567,000 | 281 |
| Non-managed Assets ($) | $139,403,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,434,000 | 265 |
| 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 | $724,000 | 258 |
| Number of Managed Accounts | $624,000 | 250 |
| Number of Non-Managed Accounts | $100,000 | 197 |
| Total fiduciary and related assets | $438,651,000 | 304 |
| Managed Assets ($) | $306,520,000 | 313 |
| Non-managed Assets ($) | $132,131,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,578,000 | 270 |
| 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 | $702,000 | 245 |
| Number of Managed Accounts | $604,000 | 237 |
| Number of Non-Managed Accounts | $98,000 | 192 |
| Total fiduciary and related assets | $381,915,000 | 286 |
| Managed Assets ($) | $264,921,000 | 287 |
| Non-managed Assets ($) | $116,994,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 276 |
| 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 | $697,000 | 275 |
| Number of Managed Accounts | $598,000 | 261 |
| Number of Non-Managed Accounts | $99,000 | 262 |
| Total fiduciary and related assets | $447,844,000 | 303 |
| Managed Assets ($) | $301,773,000 | 315 |
| Non-managed Assets ($) | $146,071,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,137,000 | 273 |
| 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 | $685,000 | 251 |
| Number of Managed Accounts | $587,000 | 239 |
| Number of Non-Managed Accounts | $98,000 | 190 |
| Total fiduciary and related assets | $428,286,000 | 285 |
| Managed Assets ($) | $291,306,000 | 293 |
| Non-managed Assets ($) | $136,980,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,318,000 | 275 |
| 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 | $665,000 | 267 |
| Number of Managed Accounts | $569,000 | 256 |
| Number of Non-Managed Accounts | $96,000 | 199 |
| Total fiduciary and related assets | $420,945,000 | 303 |
| Managed Assets ($) | $284,198,000 | 315 |
| Non-managed Assets ($) | $136,747,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,530,000 | 277 |
| 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 | $623,000 | 275 |
| Number of Managed Accounts | $564,000 | 259 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $409,058,000 | 307 |
| Managed Assets ($) | $278,293,000 | 317 |
| Non-managed Assets ($) | $130,765,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 278 |
| 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 | $601,000 | 302 |
| Number of Managed Accounts | $542,000 | 273 |
| Number of Non-Managed Accounts | $59,000 | 363 |
| Total fiduciary and related assets | $379,805,000 | 313 |
| Managed Assets ($) | $260,205,000 | 321 |
| Non-managed Assets ($) | $119,600,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,853,000 | 288 |
| 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 | $595,000 | 277 |
| Number of Managed Accounts | $538,000 | 260 |
| Number of Non-Managed Accounts | $57,000 | 247 |
| Total fiduciary and related assets | $365,630,000 | 338 |
| Managed Assets ($) | $233,130,000 | 345 |
| Non-managed Assets ($) | $132,500,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,141,000 | 287 |
| 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 | $606,000 | 277 |
| Number of Managed Accounts | $548,000 | 259 |
| Number of Non-Managed Accounts | $58,000 | 248 |
| Total fiduciary and related assets | $360,472,000 | 336 |
| Managed Assets ($) | $229,056,000 | 349 |
| Non-managed Assets ($) | $131,416,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 291 |
| 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 | $570,000 | 292 |
| Number of Managed Accounts | $512,000 | 269 |
| Number of Non-Managed Accounts | $58,000 | 252 |
| Total fiduciary and related assets | $366,092,000 | 327 |
| Managed Assets ($) | $231,207,000 | 348 |
| Non-managed Assets ($) | $134,885,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 289 |
| 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 | $561,000 | 319 |
| Number of Managed Accounts | $502,000 | 288 |
| Number of Non-Managed Accounts | $59,000 | 372 |
| Total fiduciary and related assets | $363,111,000 | 332 |
| Managed Assets ($) | $230,884,000 | 357 |
| Non-managed Assets ($) | $132,227,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,776,000 | 287 |
| 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 | $563,000 | 285 |
| Number of Managed Accounts | $510,000 | 264 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $360,229,000 | 332 |
| Managed Assets ($) | $241,672,000 | 344 |
| Non-managed Assets ($) | $118,557,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,049,000 | 290 |
| 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 | $565,000 | 290 |
| Number of Managed Accounts | $511,000 | 266 |
| Number of Non-Managed Accounts | $54,000 | 258 |
| Total fiduciary and related assets | $343,583,000 | 332 |
| Managed Assets ($) | $223,261,000 | 349 |
| Non-managed Assets ($) | $120,322,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 290 |
| 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 | $563,000 | 294 |
| Number of Managed Accounts | $507,000 | 267 |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Total fiduciary and related assets | $339,775,000 | 335 |
| Managed Assets ($) | $222,139,000 | 353 |
| Non-managed Assets ($) | $117,636,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 292 |
| 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 | $575,000 | 314 |
| Number of Managed Accounts | $520,000 | 279 |
| Number of Non-Managed Accounts | $55,000 | 407 |
| Total fiduciary and related assets | $319,002,000 | 337 |
| Managed Assets ($) | $213,962,000 | 363 |
| Non-managed Assets ($) | $105,040,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,560,000 | 289 |
| 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 | $578,000 | 290 |
| Number of Managed Accounts | $527,000 | 263 |
| Number of Non-Managed Accounts | $51,000 | 271 |
| Total fiduciary and related assets | $319,624,000 | 335 |
| Managed Assets ($) | $217,358,000 | 346 |
| Non-managed Assets ($) | $102,266,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 291 |
| 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 | $577,000 | 289 |
| Number of Managed Accounts | $527,000 | 265 |
| Number of Non-Managed Accounts | $50,000 | 274 |
| Total fiduciary and related assets | $314,405,000 | 342 |
| Managed Assets ($) | $215,406,000 | 348 |
| Non-managed Assets ($) | $98,999,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 292 |
| 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 | $574,000 | 290 |
| Number of Managed Accounts | $525,000 | 266 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $318,516,000 | 340 |
| Managed Assets ($) | $221,657,000 | 343 |
| Non-managed Assets ($) | $96,859,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 293 |
| 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 | $570,000 | 315 |
| Number of Managed Accounts | $518,000 | 273 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Total fiduciary and related assets | $315,561,000 | 342 |
| Managed Assets ($) | $218,132,000 | 353 |
| Non-managed Assets ($) | $97,429,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,545,000 | 294 |
| 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 | $570,000 | 289 |
| Number of Managed Accounts | $516,000 | 262 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $310,692,000 | 346 |
| Managed Assets ($) | $213,242,000 | 342 |
| Non-managed Assets ($) | $97,450,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,910,000 | 297 |
| 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 | $562,000 | 293 |
| Number of Managed Accounts | $508,000 | 266 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $324,626,000 | 347 |
| Managed Assets ($) | $219,824,000 | 340 |
| Non-managed Assets ($) | $104,802,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,288,000 | 296 |
| 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 | $569,000 | 293 |
| Number of Managed Accounts | $513,000 | 264 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $331,971,000 | 344 |
| Managed Assets ($) | $227,629,000 | 341 |
| Non-managed Assets ($) | $104,342,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 292 |
| 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 | $562,000 | 326 |
| Number of Managed Accounts | $505,000 | 279 |
| Number of Non-Managed Accounts | $57,000 | 426 |
| Total fiduciary and related assets | $330,753,000 | 347 |
| Managed Assets ($) | $229,539,000 | 343 |
| Non-managed Assets ($) | $101,214,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,609,000 | 291 |
| 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 | $560,000 | 300 |
| Number of Managed Accounts | $501,000 | 268 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $326,491,000 | 342 |
| Managed Assets ($) | $225,754,000 | 341 |
| Non-managed Assets ($) | $100,737,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,960,000 | 292 |
| 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 | $584,000 | 296 |
| Number of Managed Accounts | $522,000 | 266 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $332,308,000 | 342 |
| Managed Assets ($) | $225,899,000 | 340 |
| Non-managed Assets ($) | $106,409,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,322,000 | 290 |
| 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 | $599,000 | 291 |
| Number of Managed Accounts | $540,000 | 266 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $335,898,000 | 335 |
| Managed Assets ($) | $232,000,000 | 333 |
| Non-managed Assets ($) | $103,898,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 289 |
| 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 | $627,000 | 308 |
| Number of Managed Accounts | $553,000 | 270 |
| Number of Non-Managed Accounts | $74,000 | 373 |
| Total fiduciary and related assets | $345,523,000 | 331 |
| Managed Assets ($) | $241,787,000 | 330 |
| Non-managed Assets ($) | $103,736,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,744,000 | 275 |
| 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 | $669,000 | 269 |
| Number of Managed Accounts | $593,000 | 243 |
| Number of Non-Managed Accounts | $76,000 | 227 |
| Total fiduciary and related assets | $339,693,000 | 326 |
| Managed Assets ($) | $242,837,000 | 310 |
| Non-managed Assets ($) | $96,856,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,041,000 | 274 |
| 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 | $669,000 | 266 |
| Number of Managed Accounts | $591,000 | 236 |
| Number of Non-Managed Accounts | $78,000 | 228 |
| Total fiduciary and related assets | $334,893,000 | 325 |
| Managed Assets ($) | $236,295,000 | 306 |
| Non-managed Assets ($) | $98,598,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,354,000 | 274 |
| 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 | $670,000 | 271 |
| Number of Managed Accounts | $593,000 | 238 |
| Number of Non-Managed Accounts | $77,000 | 230 |
| Total fiduciary and related assets | $336,243,000 | 320 |
| Managed Assets ($) | $237,670,000 | 305 |
| Non-managed Assets ($) | $98,573,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 273 |
| 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 | $674,000 | 293 |
| Number of Managed Accounts | $598,000 | 248 |
| Number of Non-Managed Accounts | $76,000 | 375 |
| Total fiduciary and related assets | $315,645,000 | 325 |
| Managed Assets ($) | $233,226,000 | 309 |
| Non-managed Assets ($) | $82,419,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,552,000 | 270 |
| 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 | $677,000 | 264 |
| Number of Managed Accounts | $606,000 | 232 |
| Number of Non-Managed Accounts | $71,000 | 229 |
| Total fiduciary and related assets | $309,776,000 | 322 |
| Managed Assets ($) | $232,533,000 | 299 |
| Non-managed Assets ($) | $77,243,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 269 |
| 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 | $674,000 | 262 |
| Number of Managed Accounts | $602,000 | 229 |
| Number of Non-Managed Accounts | $72,000 | 224 |
| Total fiduciary and related assets | $301,496,000 | 320 |
| Managed Assets ($) | $227,116,000 | 299 |
| Non-managed Assets ($) | $74,380,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,266,000 | 269 |
| 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 | $683,000 | 260 |
| Number of Managed Accounts | $611,000 | 222 |
| Number of Non-Managed Accounts | $72,000 | 225 |
| Total fiduciary and related assets | $317,770,000 | 312 |
| Managed Assets ($) | $242,988,000 | 292 |
| Non-managed Assets ($) | $74,782,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $648,000 | 263 |
| 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 | $696,000 | 281 |
| Number of Managed Accounts | $621,000 | 233 |
| Number of Non-Managed Accounts | $75,000 | 381 |
| Total fiduciary and related assets | $295,956,000 | 319 |
| Managed Assets ($) | $228,947,000 | 304 |
| Non-managed Assets ($) | $67,009,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,619,000 | 222 |
| 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 | $710,000 | 252 |
| Number of Managed Accounts | $636,000 | 218 |
| Number of Non-Managed Accounts | $74,000 | 221 |
| Total fiduciary and related assets | $286,683,000 | 311 |
| Managed Assets ($) | $224,457,000 | 291 |
| Non-managed Assets ($) | $62,226,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,995,000 | 222 |
| 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 | $709,000 | 255 |
| Number of Managed Accounts | $633,000 | 218 |
| Number of Non-Managed Accounts | $76,000 | 224 |
| Total fiduciary and related assets | $323,743,000 | 304 |
| Managed Assets ($) | $250,866,000 | 290 |
| Non-managed Assets ($) | $72,877,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 215 |
| 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 | $715,000 | 254 |
| Number of Managed Accounts | $637,000 | 218 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $326,484,000 | 303 |
| Managed Assets ($) | $253,234,000 | 292 |
| Non-managed Assets ($) | $73,250,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 218 |
| 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 | $710,000 | 282 |
| Number of Managed Accounts | $635,000 | 232 |
| Number of Non-Managed Accounts | $75,000 | 399 |
| Total fiduciary and related assets | $323,393,000 | 303 |
| Managed Assets ($) | $249,244,000 | 295 |
| Non-managed Assets ($) | $74,149,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,549,000 | 223 |
| 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 | $724,000 | 252 |
| Number of Managed Accounts | $650,000 | 215 |
| Number of Non-Managed Accounts | $74,000 | 228 |
| Total fiduciary and related assets | $306,236,000 | 299 |
| Managed Assets ($) | $237,455,000 | 282 |
| Non-managed Assets ($) | $68,781,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 218 |
| 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 | $734,000 | 249 |
| Number of Managed Accounts | $659,000 | 211 |
| Number of Non-Managed Accounts | $75,000 | 230 |
| Total fiduciary and related assets | $288,405,000 | 303 |
| Managed Assets ($) | $224,775,000 | 282 |
| Non-managed Assets ($) | $63,630,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 220 |
| 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 | $729,000 | 254 |
| Number of Managed Accounts | $654,000 | 209 |
| Number of Non-Managed Accounts | $75,000 | 232 |
| Total fiduciary and related assets | $311,135,000 | 301 |
| Managed Assets ($) | $241,311,000 | 282 |
| Non-managed Assets ($) | $69,824,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 221 |
| 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 | $725,000 | 290 |
| Number of Managed Accounts | $650,000 | 229 |
| Number of Non-Managed Accounts | $75,000 | 414 |
| Total fiduciary and related assets | $300,101,000 | 309 |
| Managed Assets ($) | $234,388,000 | 291 |
| Non-managed Assets ($) | $65,713,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,436,000 | 218 |
| 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 | $706,000 | 257 |
| Number of Managed Accounts | $643,000 | 216 |
| Number of Non-Managed Accounts | $63,000 | 239 |
| Total fiduciary and related assets | $284,531,000 | 311 |
| Managed Assets ($) | $228,260,000 | 280 |
| Non-managed Assets ($) | $56,271,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,817,000 | 217 |
| 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 | $715,000 | 256 |
| Number of Managed Accounts | $650,000 | 215 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $262,918,000 | 315 |
| Managed Assets ($) | $213,823,000 | 290 |
| Non-managed Assets ($) | $49,095,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 222 |
| 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 | $708,000 | 258 |
| Number of Managed Accounts | $641,000 | 218 |
| Number of Non-Managed Accounts | $67,000 | 238 |
| Total fiduciary and related assets | $253,231,000 | 315 |
| Managed Assets ($) | $201,788,000 | 289 |
| Non-managed Assets ($) | $51,443,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $581,000 | 228 |
| 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 | $724,000 | 291 |
| Number of Managed Accounts | $646,000 | 233 |
| Number of Non-Managed Accounts | $78,000 | 429 |
| Total fiduciary and related assets | $264,048,000 | 319 |
| Managed Assets ($) | $198,919,000 | 312 |
| Non-managed Assets ($) | $65,129,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,993,000 | 208 |
| 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 | $723,000 | 255 |
| Number of Managed Accounts | $644,000 | 216 |
| Number of Non-Managed Accounts | $79,000 | 240 |
| Total fiduciary and related assets | $312,454,000 | 301 |
| Managed Assets ($) | $239,798,000 | 291 |
| Non-managed Assets ($) | $72,656,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,372,000 | 207 |
| 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 | $727,000 | 262 |
| Number of Managed Accounts | $647,000 | 216 |
| Number of Non-Managed Accounts | $80,000 | 246 |
| Total fiduciary and related assets | $353,175,000 | 293 |
| Managed Assets ($) | $268,978,000 | 277 |
| Non-managed Assets ($) | $84,197,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 208 |
| 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 | $730,000 | 263 |
| Number of Managed Accounts | $647,000 | 218 |
| Number of Non-Managed Accounts | $83,000 | 242 |
| Total fiduciary and related assets | $354,835,000 | 304 |
| Managed Assets ($) | $272,631,000 | 280 |
| Non-managed Assets ($) | $82,204,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 208 |
| 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 | $710,000 | 291 |
| Number of Managed Accounts | $627,000 | 233 |
| Number of Non-Managed Accounts | $83,000 | 410 |
| Total fiduciary and related assets | $368,960,000 | 302 |
| Managed Assets ($) | $268,278,000 | 290 |
| Non-managed Assets ($) | $100,682,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,294,000 | 206 |
| 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 | $2,453,000 | 207 |
| 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 | $1,660,000 | 209 |
| 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 | $725,000 | 261 |
| Number of Managed Accounts | $621,000 | 226 |
| Number of Non-Managed Accounts | $104,000 | 228 |
| Total fiduciary and related assets | $339,501,000 | 317 |
| Managed Assets ($) | $239,351,000 | 315 |
| Non-managed Assets ($) | $100,150,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 207 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| 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 | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| 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 | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| 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 | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| 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 | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| 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 | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| 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 | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| 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 | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| 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 | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| 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 | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| 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 | $574,000 | 608 |
| 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 | $2,343,000 | 328 |
| 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 | $1,862,000 | 389 |
| 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 | $1,717,000 | 401 |
| 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 | $1,550,000 | 437 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,306,000 | 481 |