Home > Town & Country Bank and Trust Company > Fiduciary and Related Services
Town & Country 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 | $642,000 | 316 |
| Number of Managed Accounts | $640,000 | 273 |
| Number of Non-Managed Accounts | $2,000 | 743 |
| Total fiduciary and related assets | $305,131,000 | 420 |
| Managed Assets ($) | $302,966,000 | 375 |
| Non-managed Assets ($) | $2,165,000 | 641 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,770,000 | 419 |
| 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 | $644,000 | 274 |
| Number of Managed Accounts | $641,000 | 244 |
| Number of Non-Managed Accounts | $3,000 | 352 |
| Total fiduciary and related assets | $287,657,000 | 349 |
| Managed Assets ($) | $285,341,000 | 323 |
| Non-managed Assets ($) | $2,316,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 417 |
| 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 | $625,000 | 306 |
| Number of Managed Accounts | $622,000 | 270 |
| Number of Non-Managed Accounts | $3,000 | 415 |
| Total fiduciary and related assets | $285,210,000 | 416 |
| Managed Assets ($) | $282,853,000 | 373 |
| Non-managed Assets ($) | $2,357,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $873,000 | 411 |
| 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 | $591,000 | 293 |
| Number of Managed Accounts | $588,000 | 260 |
| Number of Non-Managed Accounts | $3,000 | 358 |
| Total fiduciary and related assets | $268,501,000 | 362 |
| Managed Assets ($) | $266,152,000 | 335 |
| Non-managed Assets ($) | $2,349,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 432 |
| 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 | $516,000 | 369 |
| Number of Managed Accounts | $513,000 | 320 |
| Number of Non-Managed Accounts | $3,000 | 763 |
| Total fiduciary and related assets | $261,066,000 | 439 |
| Managed Assets ($) | $258,621,000 | 398 |
| Non-managed Assets ($) | $2,445,000 | 674 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 430 |
| 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 | $463,000 | 328 |
| Number of Managed Accounts | $460,000 | 294 |
| Number of Non-Managed Accounts | $3,000 | 391 |
| Total fiduciary and related assets | $249,873,000 | 397 |
| Managed Assets ($) | $247,507,000 | 356 |
| Non-managed Assets ($) | $2,366,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $947,000 | 379 |
| 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 | $449,000 | 290 |
| Number of Managed Accounts | $446,000 | 263 |
| Number of Non-Managed Accounts | $3,000 | 331 |
| Total fiduciary and related assets | $271,829,000 | 334 |
| Managed Assets ($) | $269,403,000 | 306 |
| Non-managed Assets ($) | $2,426,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 381 |
| 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 | $414,000 | 371 |
| Number of Managed Accounts | $411,000 | 323 |
| Number of Non-Managed Accounts | $3,000 | 734 |
| Total fiduciary and related assets | $283,283,000 | 394 |
| Managed Assets ($) | $280,887,000 | 350 |
| Non-managed Assets ($) | $2,396,000 | 646 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000 | 371 |
| 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 | $408,000 | 297 |
| Number of Managed Accounts | $404,000 | 269 |
| Number of Non-Managed Accounts | $4,000 | 315 |
| Total fiduciary and related assets | $250,663,000 | 329 |
| Managed Assets ($) | $248,301,000 | 306 |
| Non-managed Assets ($) | $2,362,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 363 |
| 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 | $410,000 | 335 |
| Number of Managed Accounts | $406,000 | 302 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $257,179,000 | 394 |
| Managed Assets ($) | $254,812,000 | 354 |
| Non-managed Assets ($) | $2,367,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,128,000 | 344 |
| 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 | $448,000 | 292 |
| Number of Managed Accounts | $443,000 | 265 |
| Number of Non-Managed Accounts | $5,000 | 315 |
| Total fiduciary and related assets | $302,464,000 | 323 |
| Managed Assets ($) | $299,997,000 | 296 |
| Non-managed Assets ($) | $2,467,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 345 |
| 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 | $443,000 | 356 |
| Number of Managed Accounts | $438,000 | 306 |
| Number of Non-Managed Accounts | $5,000 | 706 |
| Total fiduciary and related assets | $326,657,000 | 358 |
| Managed Assets ($) | $324,253,000 | 316 |
| Non-managed Assets ($) | $2,404,000 | 652 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,021,000 | 350 |
| 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 | $427,000 | 294 |
| Number of Managed Accounts | $423,000 | 266 |
| Number of Non-Managed Accounts | $4,000 | 318 |
| Total fiduciary and related assets | $296,502,000 | 314 |
| Managed Assets ($) | $294,165,000 | 287 |
| Non-managed Assets ($) | $2,337,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,502,000 | 346 |
| 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 | $400,000 | 336 |
| Number of Managed Accounts | $397,000 | 302 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $286,966,000 | 360 |
| Managed Assets ($) | $284,927,000 | 318 |
| Non-managed Assets ($) | $2,039,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 345 |
| 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 | $399,000 | 298 |
| Number of Managed Accounts | $396,000 | 269 |
| Number of Non-Managed Accounts | $3,000 | 325 |
| Total fiduciary and related assets | $256,865,000 | 319 |
| Managed Assets ($) | $254,592,000 | 291 |
| Non-managed Assets ($) | $2,273,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 358 |
| 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 | $362,000 | 409 |
| Number of Managed Accounts | $358,000 | 344 |
| Number of Non-Managed Accounts | $4,000 | 754 |
| Total fiduciary and related assets | $300,907,000 | 359 |
| Managed Assets ($) | $298,600,000 | 316 |
| Non-managed Assets ($) | $2,307,000 | 670 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,925,000 | 355 |
| 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 | $334,000 | 319 |
| Number of Managed Accounts | $330,000 | 293 |
| Number of Non-Managed Accounts | $4,000 | 325 |
| Total fiduciary and related assets | $285,760,000 | 327 |
| Managed Assets ($) | $283,450,000 | 294 |
| Non-managed Assets ($) | $2,310,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,442,000 | 354 |
| 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 | $312,000 | 355 |
| Number of Managed Accounts | $306,000 | 328 |
| Number of Non-Managed Accounts | $6,000 | 352 |
| Total fiduciary and related assets | $284,781,000 | 361 |
| Managed Assets ($) | $276,353,000 | 321 |
| Non-managed Assets ($) | $8,428,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 357 |
| 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 | $301,000 | 359 |
| Number of Managed Accounts | $296,000 | 332 |
| Number of Non-Managed Accounts | $5,000 | 361 |
| Total fiduciary and related assets | $278,519,000 | 363 |
| Managed Assets ($) | $270,636,000 | 324 |
| Non-managed Assets ($) | $7,883,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $451,000 | 365 |
| 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 | $301,000 | 454 |
| Number of Managed Accounts | $299,000 | 390 |
| Number of Non-Managed Accounts | $2,000 | 831 |
| Total fiduciary and related assets | $254,961,000 | 379 |
| Managed Assets ($) | $249,481,000 | 331 |
| Non-managed Assets ($) | $5,480,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 353 |
| 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 | $314,000 | 354 |
| Number of Managed Accounts | $295,000 | 333 |
| Number of Non-Managed Accounts | $19,000 | 326 |
| Total fiduciary and related assets | $359,025,000 | 343 |
| Managed Assets ($) | $272,813,000 | 327 |
| Non-managed Assets ($) | $86,212,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,483,000 | 352 |
| 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 | $304,000 | 360 |
| Number of Managed Accounts | $301,000 | 335 |
| Number of Non-Managed Accounts | $3,000 | 373 |
| Total fiduciary and related assets | $293,139,000 | 370 |
| Managed Assets ($) | $286,175,000 | 319 |
| Non-managed Assets ($) | $6,964,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 345 |
| 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 | $292,000 | 363 |
| Number of Managed Accounts | $292,000 | 338 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $290,746,000 | 369 |
| Managed Assets ($) | $290,746,000 | 314 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 360 |
| 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 | $286,000 | 474 |
| Number of Managed Accounts | $286,000 | 397 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $291,086,000 | 370 |
| Managed Assets ($) | $291,086,000 | 318 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,989,000 | 341 |
| 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 | $284,000 | 364 |
| Number of Managed Accounts | $284,000 | 335 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $279,981,000 | 369 |
| Managed Assets ($) | $279,981,000 | 323 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 343 |
| 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 | $275,000 | 365 |
| Number of Managed Accounts | $275,000 | 336 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $274,373,000 | 368 |
| Managed Assets ($) | $274,373,000 | 321 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,029,000 | 336 |
| 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 | $266,000 | 368 |
| Number of Managed Accounts | $266,000 | 341 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $269,360,000 | 374 |
| Managed Assets ($) | $269,360,000 | 324 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 338 |
| 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 | $265,000 | 493 |
| Number of Managed Accounts | $265,000 | 409 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $268,926,000 | 374 |
| Managed Assets ($) | $268,926,000 | 322 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,757,000 | 360 |
| 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 | $264,000 | 371 |
| Number of Managed Accounts | $264,000 | 342 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $267,895,000 | 363 |
| Managed Assets ($) | $267,895,000 | 317 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,295,000 | 359 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $316,000 | 360 |
| Number of Managed Accounts | $316,000 | 321 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $268,324,000 | 364 |
| Managed Assets ($) | $268,324,000 | 313 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 365 |
| 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 | $316,000 | 361 |
| Number of Managed Accounts | $316,000 | 321 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $357,576,000 | 316 |
| Managed Assets ($) | $357,576,000 | 268 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 341 |
| 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 | $306,000 | 458 |
| Number of Managed Accounts | $306,000 | 380 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $350,350,000 | 324 |
| Managed Assets ($) | $350,350,000 | 273 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 351 |
| 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 | $308,000 | 362 |
| Number of Managed Accounts | $308,000 | 324 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $338,029,000 | 331 |
| Managed Assets ($) | $338,029,000 | 280 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 348 |
| 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 | $309,000 | 363 |
| Number of Managed Accounts | $309,000 | 325 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $328,811,000 | 343 |
| Managed Assets ($) | $328,811,000 | 293 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $931,000 | 352 |
| 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 | $310,000 | 367 |
| Number of Managed Accounts | $310,000 | 328 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $326,810,000 | 350 |
| Managed Assets ($) | $326,810,000 | 293 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 345 |
| 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 | $311,000 | 469 |
| Number of Managed Accounts | $311,000 | 387 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $327,994,000 | 348 |
| Managed Assets ($) | $327,994,000 | 297 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,842,000 | 348 |
| 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 | $301,000 | 374 |
| Number of Managed Accounts | $301,000 | 333 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $320,499,000 | 347 |
| Managed Assets ($) | $320,499,000 | 296 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 353 |
| 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 | $301,000 | 374 |
| Number of Managed Accounts | $301,000 | 335 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $313,653,000 | 351 |
| Managed Assets ($) | $313,653,000 | 296 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $919,000 | 349 |
| 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 | $305,000 | 375 |
| Number of Managed Accounts | $305,000 | 337 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $302,919,000 | 352 |
| Managed Assets ($) | $302,919,000 | 301 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,000 | 357 |
| 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 | $302,000 | 485 |
| Number of Managed Accounts | $302,000 | 394 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $298,864,000 | 354 |
| Managed Assets ($) | $298,864,000 | 299 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 347 |
| 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 | $295,000 | 357 |
| Number of Managed Accounts | $295,000 | 321 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $277,457,000 | 354 |
| Managed Assets ($) | $277,457,000 | 299 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,331,000 | 343 |
| 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 | $294,000 | 358 |
| Number of Managed Accounts | $294,000 | 321 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $269,853,000 | 358 |
| Managed Assets ($) | $269,853,000 | 294 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 345 |
| 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 | $295,000 | 358 |
| Number of Managed Accounts | $295,000 | 323 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $309,871,000 | 333 |
| Managed Assets ($) | $309,871,000 | 276 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 332 |
| 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 | $291,000 | 489 |
| Number of Managed Accounts | $291,000 | 400 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $304,134,000 | 334 |
| Managed Assets ($) | $304,134,000 | 277 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 339 |
| 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 | $283,000 | 348 |
| Number of Managed Accounts | $283,000 | 319 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $304,385,000 | 324 |
| Managed Assets ($) | $304,385,000 | 271 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,269,000 | 337 |
| 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 | $277,000 | 347 |
| Number of Managed Accounts | $277,000 | 317 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $293,670,000 | 324 |
| Managed Assets ($) | $293,670,000 | 269 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 337 |
| 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 | $278,000 | 346 |
| Number of Managed Accounts | $278,000 | 315 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $293,900,000 | 327 |
| Managed Assets ($) | $293,900,000 | 271 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 343 |
| 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 | $275,000 | 514 |
| Number of Managed Accounts | $275,000 | 403 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $282,040,000 | 330 |
| Managed Assets ($) | $282,040,000 | 273 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 318 |
| 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 | $291,000 | 347 |
| Number of Managed Accounts | $291,000 | 311 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $262,244,000 | 331 |
| Managed Assets ($) | $262,244,000 | 274 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,146,000 | 318 |
| 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 | $286,000 | 353 |
| Number of Managed Accounts | $286,000 | 314 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $275,169,000 | 340 |
| Managed Assets ($) | $275,169,000 | 274 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 320 |
| 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 | $264,000 | 360 |
| Number of Managed Accounts | $264,000 | 322 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $268,588,000 | 341 |
| Managed Assets ($) | $268,588,000 | 282 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 316 |
| 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 | $266,000 | 539 |
| Number of Managed Accounts | $266,000 | 416 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $251,635,000 | 356 |
| Managed Assets ($) | $251,635,000 | 293 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 322 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 321 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 323 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 323 |
| 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 | $255,000 | 557 |
| Number of Managed Accounts | $255,000 | 426 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $236,314,000 | 360 |
| Managed Assets ($) | $236,314,000 | 290 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 328 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $962,000 | 331 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 343 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000 | 343 |
| 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 | $266,000 | 561 |
| Number of Managed Accounts | $266,000 | 432 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $218,836,000 | 367 |
| Managed Assets ($) | $218,836,000 | 292 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,351,000 | 345 |
| 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 | $264,000 | 371 |
| Number of Managed Accounts | $264,000 | 326 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $248,645,000 | 342 |
| Managed Assets ($) | $248,645,000 | 281 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,015,000 | 347 |
| 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 | $264,000 | 378 |
| Number of Managed Accounts | $264,000 | 332 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $252,622,000 | 350 |
| Managed Assets ($) | $252,622,000 | 288 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 363 |
| 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 | $263,000 | 380 |
| Number of Managed Accounts | $263,000 | 333 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $259,646,000 | 356 |
| Managed Assets ($) | $259,646,000 | 292 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 349 |
| 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 | $263,000 | 567 |
| Number of Managed Accounts | $263,000 | 438 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $274,430,000 | 351 |
| Managed Assets ($) | $274,430,000 | 284 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,199,000 | 380 |
| 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 | $256,000 | 362 |
| Number of Managed Accounts | $256,000 | 322 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $278,599,000 | 339 |
| Managed Assets ($) | $278,599,000 | 280 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 371 |
| 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 | $256,000 | 369 |
| Number of Managed Accounts | $256,000 | 327 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $276,588,000 | 351 |
| Managed Assets ($) | $276,588,000 | 287 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 374 |
| 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 | $253,000 | 372 |
| Number of Managed Accounts | $253,000 | 331 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $261,623,000 | 360 |
| Managed Assets ($) | $261,623,000 | 294 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 379 |
| 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 | $248,000 | 582 |
| Number of Managed Accounts | $248,000 | 445 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $256,912,000 | 365 |
| Managed Assets ($) | $256,912,000 | 300 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,094,000 | 374 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 374 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 375 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,000 | 381 |
| 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 | $240,000 | 610 |
| Number of Managed Accounts | $240,000 | 478 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $236,377,000 | 376 |
| Managed Assets ($) | $236,377,000 | 304 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 381 |
| 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 | $765,000 | 381 |
| 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 | $509,000 | 386 |
| 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 | $251,000 | 392 |
| 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 | $231,000 | 627 |
| Number of Managed Accounts | $231,000 | 480 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $216,415,000 | 396 |
| Managed Assets ($) | $216,415,000 | 316 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 379 |
| 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 | $687,000 | 395 |
| 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 | $432,000 | 418 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 435 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $188,000 | 721 |
| Number of Managed Accounts | $188,000 | 554 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $163,878,000 | 452 |
| Managed Assets ($) | $163,878,000 | 367 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $739,000 | 444 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 458 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 467 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 481 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $178,000 | 742 |
| Number of Managed Accounts | $178,000 | 591 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $127,024,000 | 508 |
| Managed Assets ($) | $127,024,000 | 420 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 453 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $169,000 | 734 |
| Number of Managed Accounts | $169,000 | 581 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $140,437,000 | 458 |
| Managed Assets ($) | $140,437,000 | 388 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 548 |
| 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 | $9,000 | 1,228 |
| 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 | $4,000 | 1,311 |
| 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 | $5,000 | 1,335 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,400 |
| 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 | $7,000 | 1,430 |
| 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 | $3,000 | 1,541 |
| 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 | $1,000 | 1,574 |
| 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 | $5,000 | 1,588 |