Home > Waukesha State Bank > Fiduciary and Related Services
Waukesha State Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,228,000 | 211 |
| Number of Managed Accounts | $1,019,000 | 203 |
| Number of Non-Managed Accounts | $209,000 | 160 |
| Total fiduciary and related assets | $1,009,428,000 | 250 |
| Managed Assets ($) | $571,211,000 | 286 |
| Non-managed Assets ($) | $438,217,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,406,000 | 235 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,177,000 | 209 |
| Number of Managed Accounts | $974,000 | 198 |
| Number of Non-Managed Accounts | $203,000 | 134 |
| Total fiduciary and related assets | $953,356,000 | 246 |
| Managed Assets ($) | $545,160,000 | 269 |
| Non-managed Assets ($) | $408,196,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,782,000 | 237 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,175,000 | 210 |
| Number of Managed Accounts | $977,000 | 202 |
| Number of Non-Managed Accounts | $198,000 | 152 |
| Total fiduciary and related assets | $943,755,000 | 250 |
| Managed Assets ($) | $529,434,000 | 288 |
| Non-managed Assets ($) | $414,321,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,996,000 | 236 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,146,000 | 218 |
| Number of Managed Accounts | $950,000 | 206 |
| Number of Non-Managed Accounts | $196,000 | 143 |
| Total fiduciary and related assets | $905,915,000 | 255 |
| Managed Assets ($) | $510,593,000 | 280 |
| Non-managed Assets ($) | $395,322,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 255 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,103,000 | 233 |
| Number of Managed Accounts | $907,000 | 222 |
| Number of Non-Managed Accounts | $196,000 | 173 |
| Total fiduciary and related assets | $862,629,000 | 267 |
| Managed Assets ($) | $488,373,000 | 303 |
| Non-managed Assets ($) | $374,256,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,006,000 | 249 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,079,000 | 227 |
| Number of Managed Accounts | $882,000 | 218 |
| Number of Non-Managed Accounts | $197,000 | 144 |
| Total fiduciary and related assets | $816,043,000 | 263 |
| Managed Assets ($) | $462,961,000 | 289 |
| Non-managed Assets ($) | $353,082,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,657,000 | 246 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 210 |
| Number of Managed Accounts | $898,000 | 202 |
| Number of Non-Managed Accounts | $180,000 | 146 |
| Total fiduciary and related assets | $844,583,000 | 229 |
| Managed Assets ($) | $519,046,000 | 255 |
| Non-managed Assets ($) | $325,537,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,281,000 | 211 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,082,000 | 206 |
| Number of Managed Accounts | $902,000 | 194 |
| Number of Non-Managed Accounts | $180,000 | 138 |
| Total fiduciary and related assets | $956,197,000 | 220 |
| Managed Assets ($) | $583,556,000 | 243 |
| Non-managed Assets ($) | $372,641,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 215 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,096,000 | 212 |
| Number of Managed Accounts | $915,000 | 203 |
| Number of Non-Managed Accounts | $181,000 | 164 |
| Total fiduciary and related assets | $1,061,427,000 | 219 |
| Managed Assets ($) | $678,609,000 | 239 |
| Non-managed Assets ($) | $382,818,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,372,000 | 212 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,082,000 | 209 |
| Number of Managed Accounts | $907,000 | 198 |
| Number of Non-Managed Accounts | $175,000 | 139 |
| Total fiduciary and related assets | $994,934,000 | 220 |
| Managed Assets ($) | $652,975,000 | 231 |
| Non-managed Assets ($) | $341,959,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,695,000 | 211 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 213 |
| Number of Managed Accounts | $908,000 | 205 |
| Number of Non-Managed Accounts | $170,000 | 148 |
| Total fiduciary and related assets | $959,933,000 | 223 |
| Managed Assets ($) | $624,639,000 | 240 |
| Non-managed Assets ($) | $335,294,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,124,000 | 209 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,071,000 | 211 |
| Number of Managed Accounts | $902,000 | 200 |
| Number of Non-Managed Accounts | $169,000 | 144 |
| Total fiduciary and related assets | $928,359,000 | 222 |
| Managed Assets ($) | $608,229,000 | 231 |
| Non-managed Assets ($) | $320,130,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,388,000 | 218 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,052,000 | 221 |
| Number of Managed Accounts | $882,000 | 207 |
| Number of Non-Managed Accounts | $170,000 | 177 |
| Total fiduciary and related assets | $902,850,000 | 225 |
| Managed Assets ($) | $586,066,000 | 239 |
| Non-managed Assets ($) | $316,784,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,007,000 | 222 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,017,000 | 216 |
| Number of Managed Accounts | $854,000 | 200 |
| Number of Non-Managed Accounts | $163,000 | 146 |
| Total fiduciary and related assets | $802,364,000 | 224 |
| Managed Assets ($) | $539,011,000 | 230 |
| Non-managed Assets ($) | $263,353,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,727,000 | 220 |
| 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 | $979,000 | 226 |
| Number of Managed Accounts | $824,000 | 214 |
| Number of Non-Managed Accounts | $155,000 | 159 |
| Total fiduciary and related assets | $761,334,000 | 232 |
| Managed Assets ($) | $508,622,000 | 247 |
| Non-managed Assets ($) | $252,712,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,495,000 | 221 |
| 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 | $966,000 | 217 |
| Number of Managed Accounts | $812,000 | 206 |
| Number of Non-Managed Accounts | $154,000 | 160 |
| Total fiduciary and related assets | $679,798,000 | 227 |
| Managed Assets ($) | $446,197,000 | 237 |
| Non-managed Assets ($) | $233,601,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,140,000 | 228 |
| 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 | $921,000 | 239 |
| Number of Managed Accounts | $762,000 | 224 |
| Number of Non-Managed Accounts | $159,000 | 197 |
| Total fiduciary and related assets | $724,249,000 | 238 |
| Managed Assets ($) | $463,226,000 | 265 |
| Non-managed Assets ($) | $261,023,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,472,000 | 227 |
| 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 | $897,000 | 229 |
| Number of Managed Accounts | $740,000 | 218 |
| Number of Non-Managed Accounts | $157,000 | 153 |
| Total fiduciary and related assets | $700,061,000 | 235 |
| Managed Assets ($) | $451,776,000 | 250 |
| Non-managed Assets ($) | $248,285,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,303,000 | 230 |
| 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 | $876,000 | 235 |
| Number of Managed Accounts | $721,000 | 224 |
| Number of Non-Managed Accounts | $155,000 | 159 |
| Total fiduciary and related assets | $691,695,000 | 235 |
| Managed Assets ($) | $443,679,000 | 261 |
| Non-managed Assets ($) | $248,016,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 230 |
| 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 | $857,000 | 237 |
| Number of Managed Accounts | $705,000 | 227 |
| Number of Non-Managed Accounts | $152,000 | 165 |
| Total fiduciary and related assets | $592,075,000 | 259 |
| Managed Assets ($) | $397,669,000 | 273 |
| Non-managed Assets ($) | $194,406,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 244 |
| 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 | $845,000 | 245 |
| Number of Managed Accounts | $688,000 | 235 |
| Number of Non-Managed Accounts | $157,000 | 203 |
| Total fiduciary and related assets | $532,904,000 | 266 |
| Managed Assets ($) | $343,448,000 | 284 |
| Non-managed Assets ($) | $189,456,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,654,000 | 253 |
| 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 | $792,000 | 244 |
| Number of Managed Accounts | $643,000 | 239 |
| Number of Non-Managed Accounts | $149,000 | 163 |
| Total fiduciary and related assets | $573,609,000 | 263 |
| Managed Assets ($) | $382,879,000 | 279 |
| Non-managed Assets ($) | $190,730,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,657,000 | 256 |
| 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 | $847,000 | 238 |
| Number of Managed Accounts | $694,000 | 232 |
| Number of Non-Managed Accounts | $153,000 | 166 |
| Total fiduciary and related assets | $548,173,000 | 269 |
| Managed Assets ($) | $362,554,000 | 290 |
| Non-managed Assets ($) | $185,619,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,567,000 | 278 |
| 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 | $791,000 | 251 |
| Number of Managed Accounts | $646,000 | 245 |
| Number of Non-Managed Accounts | $145,000 | 173 |
| Total fiduciary and related assets | $569,483,000 | 262 |
| Managed Assets ($) | $393,955,000 | 269 |
| Non-managed Assets ($) | $175,528,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 312 |
| 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 | $778,000 | 268 |
| Number of Managed Accounts | $639,000 | 253 |
| Number of Non-Managed Accounts | $139,000 | 223 |
| Total fiduciary and related assets | $523,349,000 | 276 |
| Managed Assets ($) | $362,974,000 | 285 |
| Non-managed Assets ($) | $160,375,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,566,000 | 249 |
| 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 | $786,000 | 251 |
| Number of Managed Accounts | $649,000 | 242 |
| Number of Non-Managed Accounts | $137,000 | 172 |
| Total fiduciary and related assets | $532,555,000 | 272 |
| Managed Assets ($) | $374,926,000 | 274 |
| Non-managed Assets ($) | $157,629,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,671,000 | 250 |
| 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 | $760,000 | 259 |
| Number of Managed Accounts | $552,000 | 259 |
| Number of Non-Managed Accounts | $208,000 | 137 |
| Total fiduciary and related assets | $517,753,000 | 269 |
| Managed Assets ($) | $295,695,000 | 311 |
| Non-managed Assets ($) | $222,058,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,764,000 | 252 |
| 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 | $756,000 | 258 |
| Number of Managed Accounts | $629,000 | 247 |
| Number of Non-Managed Accounts | $127,000 | 175 |
| Total fiduciary and related assets | $465,642,000 | 287 |
| Managed Assets ($) | $333,222,000 | 291 |
| Non-managed Assets ($) | $132,420,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 266 |
| 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 | $714,000 | 278 |
| Number of Managed Accounts | $607,000 | 258 |
| Number of Non-Managed Accounts | $107,000 | 261 |
| Total fiduciary and related assets | $372,483,000 | 319 |
| Managed Assets ($) | $254,293,000 | 330 |
| Non-managed Assets ($) | $118,190,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,216,000 | 256 |
| 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 | $703,000 | 266 |
| Number of Managed Accounts | $608,000 | 252 |
| Number of Non-Managed Accounts | $95,000 | 199 |
| Total fiduciary and related assets | $383,655,000 | 311 |
| Managed Assets ($) | $268,058,000 | 316 |
| Non-managed Assets ($) | $115,597,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 259 |
| 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 | $705,000 | 266 |
| Number of Managed Accounts | $605,000 | 252 |
| Number of Non-Managed Accounts | $100,000 | 203 |
| Total fiduciary and related assets | $357,171,000 | 323 |
| Managed Assets ($) | $242,175,000 | 332 |
| Non-managed Assets ($) | $114,996,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 256 |
| 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 | $692,000 | 266 |
| Number of Managed Accounts | $595,000 | 254 |
| Number of Non-Managed Accounts | $97,000 | 203 |
| Total fiduciary and related assets | $345,407,000 | 327 |
| Managed Assets ($) | $234,135,000 | 332 |
| Non-managed Assets ($) | $111,272,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $719,000 | 272 |
| 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 | $706,000 | 278 |
| Number of Managed Accounts | $602,000 | 259 |
| Number of Non-Managed Accounts | $104,000 | 270 |
| Total fiduciary and related assets | $341,355,000 | 330 |
| Managed Assets ($) | $221,514,000 | 347 |
| Non-managed Assets ($) | $119,841,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,811,000 | 276 |
| 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 | $653,000 | 279 |
| Number of Managed Accounts | $556,000 | 255 |
| Number of Non-Managed Accounts | $97,000 | 201 |
| Total fiduciary and related assets | $322,648,000 | 343 |
| Managed Assets ($) | $211,450,000 | 345 |
| Non-managed Assets ($) | $111,198,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,136,000 | 277 |
| 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 | $631,000 | 282 |
| Number of Managed Accounts | $555,000 | 257 |
| Number of Non-Managed Accounts | $76,000 | 223 |
| Total fiduciary and related assets | $302,040,000 | 356 |
| Managed Assets ($) | $208,135,000 | 348 |
| Non-managed Assets ($) | $93,905,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,471,000 | 276 |
| 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 | $613,000 | 286 |
| Number of Managed Accounts | $552,000 | 258 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $330,112,000 | 347 |
| Managed Assets ($) | $221,424,000 | 344 |
| Non-managed Assets ($) | $108,688,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 296 |
| 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 | $596,000 | 312 |
| Number of Managed Accounts | $535,000 | 273 |
| Number of Non-Managed Accounts | $61,000 | 409 |
| Total fiduciary and related assets | $308,909,000 | 356 |
| Managed Assets ($) | $204,403,000 | 366 |
| Non-managed Assets ($) | $104,506,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,602,000 | 292 |
| 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 | $611,000 | 288 |
| Number of Managed Accounts | $553,000 | 260 |
| Number of Non-Managed Accounts | $58,000 | 262 |
| Total fiduciary and related assets | $300,773,000 | 353 |
| Managed Assets ($) | $200,170,000 | 351 |
| Non-managed Assets ($) | $100,603,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,967,000 | 291 |
| 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 | $611,000 | 286 |
| Number of Managed Accounts | $554,000 | 259 |
| Number of Non-Managed Accounts | $57,000 | 256 |
| Total fiduciary and related assets | $306,161,000 | 354 |
| Managed Assets ($) | $211,773,000 | 346 |
| Non-managed Assets ($) | $94,388,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,297,000 | 292 |
| 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 | $607,000 | 289 |
| Number of Managed Accounts | $553,000 | 263 |
| Number of Non-Managed Accounts | $54,000 | 267 |
| Total fiduciary and related assets | $293,919,000 | 356 |
| Managed Assets ($) | $212,468,000 | 351 |
| Non-managed Assets ($) | $81,451,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 311 |
| 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 | $597,000 | 316 |
| Number of Managed Accounts | $547,000 | 273 |
| Number of Non-Managed Accounts | $50,000 | 467 |
| Total fiduciary and related assets | $278,087,000 | 365 |
| Managed Assets ($) | $203,897,000 | 363 |
| Non-managed Assets ($) | $74,190,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,097,000 | 317 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,541,000 | 318 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 316 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000 | 343 |
| 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 | $540,000 | 341 |
| Number of Managed Accounts | $496,000 | 282 |
| Number of Non-Managed Accounts | $44,000 | 506 |
| Total fiduciary and related assets | $224,785,000 | 385 |
| Managed Assets ($) | $159,350,000 | 383 |
| Non-managed Assets ($) | $65,435,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 327 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,324,000 | 327 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $886,000 | 329 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 347 |
| 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 | $501,000 | 356 |
| Number of Managed Accounts | $458,000 | 296 |
| Number of Non-Managed Accounts | $43,000 | 518 |
| Total fiduciary and related assets | $185,762,000 | 411 |
| Managed Assets ($) | $127,966,000 | 416 |
| Non-managed Assets ($) | $57,796,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,675,000 | 300 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 295 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $873,000 | 289 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $394,000 | 312 |
| 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 | $510,000 | 363 |
| Number of Managed Accounts | $464,000 | 289 |
| Number of Non-Managed Accounts | $46,000 | 533 |
| Total fiduciary and related assets | $199,312,000 | 404 |
| Managed Assets ($) | $149,998,000 | 387 |
| Non-managed Assets ($) | $49,314,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,621,000 | 302 |
| 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 | $1,215,000 | 295 |
| 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 | $886,000 | 281 |
| 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 | $377,000 | 318 |
| 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 | $491,000 | 380 |
| Number of Managed Accounts | $440,000 | 308 |
| Number of Non-Managed Accounts | $51,000 | 524 |
| Total fiduciary and related assets | $197,051,000 | 398 |
| Managed Assets ($) | $146,521,000 | 386 |
| Non-managed Assets ($) | $50,530,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 298 |
| 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 | $1,131,000 | 297 |
| 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 | $753,000 | 301 |
| 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 | $326,000 | 321 |
| 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 | $546,000 | 359 |
| Number of Managed Accounts | $473,000 | 294 |
| Number of Non-Managed Accounts | $73,000 | 448 |
| Total fiduciary and related assets | $165,605,000 | 428 |
| Managed Assets ($) | $117,307,000 | 425 |
| Non-managed Assets ($) | $48,298,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,608,000 | 301 |
| 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 | $549,000 | 300 |
| Number of Managed Accounts | $481,000 | 261 |
| Number of Non-Managed Accounts | $68,000 | 254 |
| Total fiduciary and related assets | $197,657,000 | 370 |
| Managed Assets ($) | $143,711,000 | 344 |
| Non-managed Assets ($) | $53,946,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 294 |
| 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 | $557,000 | 303 |
| Number of Managed Accounts | $491,000 | 262 |
| Number of Non-Managed Accounts | $66,000 | 262 |
| Total fiduciary and related assets | $211,420,000 | 376 |
| Managed Assets ($) | $154,132,000 | 346 |
| Non-managed Assets ($) | $57,288,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $905,000 | 300 |
| 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 | $553,000 | 305 |
| Number of Managed Accounts | $486,000 | 267 |
| Number of Non-Managed Accounts | $67,000 | 264 |
| Total fiduciary and related assets | $204,716,000 | 388 |
| Managed Assets ($) | $147,320,000 | 359 |
| Non-managed Assets ($) | $57,396,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 307 |
| 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 | $504,000 | 382 |
| Number of Managed Accounts | $463,000 | 296 |
| Number of Non-Managed Accounts | $41,000 | 594 |
| Total fiduciary and related assets | $259,366,000 | 366 |
| Managed Assets ($) | $192,348,000 | 373 |
| Non-managed Assets ($) | $67,018,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,009,000 | 274 |
| 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 | $1,593,000 | 263 |
| 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 | $943,000 | 289 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 304 |
| 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 | $550,000 | 351 |
| Number of Managed Accounts | $488,000 | 285 |
| Number of Non-Managed Accounts | $62,000 | 494 |
| Total fiduciary and related assets | $229,045,000 | 393 |
| Managed Assets ($) | $188,324,000 | 368 |
| Non-managed Assets ($) | $40,721,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,566,000 | 316 |
| 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 | $1,114,000 | 327 |
| 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 | $744,000 | 330 |
| 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 | $393,000 | 341 |
| Number of Managed Accounts | $331,000 | 310 |
| Number of Non-Managed Accounts | $62,000 | 286 |
| Total fiduciary and related assets | $196,834,000 | 375 |
| Managed Assets ($) | $158,931,000 | 336 |
| Non-managed Assets ($) | $37,903,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 339 |
| 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 | $393,000 | 452 |
| Number of Managed Accounts | $331,000 | 381 |
| Number of Non-Managed Accounts | $62,000 | 523 |
| Total fiduciary and related assets | $196,834,000 | 420 |
| Managed Assets ($) | $158,931,000 | 391 |
| Non-managed Assets ($) | $37,903,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,779,000 | 294 |
| 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 | $384,000 | 333 |
| Number of Managed Accounts | $321,000 | 309 |
| Number of Non-Managed Accounts | $63,000 | 279 |
| Total fiduciary and related assets | $206,678,000 | 362 |
| Managed Assets ($) | $169,167,000 | 329 |
| Non-managed Assets ($) | $37,511,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,000 | 320 |
| 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 | $384,000 | 344 |
| Number of Managed Accounts | $322,000 | 312 |
| Number of Non-Managed Accounts | $62,000 | 285 |
| Total fiduciary and related assets | $210,848,000 | 371 |
| Managed Assets ($) | $174,290,000 | 332 |
| Non-managed Assets ($) | $36,558,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 316 |
| 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 | $391,000 | 344 |
| Number of Managed Accounts | $325,000 | 314 |
| Number of Non-Managed Accounts | $66,000 | 280 |
| Total fiduciary and related assets | $214,545,000 | 371 |
| Managed Assets ($) | $177,198,000 | 332 |
| Non-managed Assets ($) | $37,347,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 321 |
| 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 | $385,000 | 454 |
| Number of Managed Accounts | $325,000 | 381 |
| Number of Non-Managed Accounts | $60,000 | 536 |
| Total fiduciary and related assets | $221,381,000 | 390 |
| Managed Assets ($) | $185,784,000 | 350 |
| Non-managed Assets ($) | $35,597,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 299 |
| 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 | $487,000 | 317 |
| Number of Managed Accounts | $323,000 | 308 |
| Number of Non-Managed Accounts | $164,000 | 208 |
| Total fiduciary and related assets | $200,456,000 | 369 |
| Managed Assets ($) | $167,079,000 | 321 |
| Non-managed Assets ($) | $33,377,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 301 |
| 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 | $484,000 | 324 |
| Number of Managed Accounts | $320,000 | 311 |
| Number of Non-Managed Accounts | $164,000 | 217 |
| Total fiduciary and related assets | $203,205,000 | 373 |
| Managed Assets ($) | $170,106,000 | 325 |
| Non-managed Assets ($) | $33,099,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 299 |
| 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 | $507,000 | 322 |
| Number of Managed Accounts | $334,000 | 308 |
| Number of Non-Managed Accounts | $173,000 | 211 |
| Total fiduciary and related assets | $238,034,000 | 373 |
| Managed Assets ($) | $174,024,000 | 333 |
| Non-managed Assets ($) | $64,010,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 313 |
| 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 | $495,000 | 406 |
| Number of Managed Accounts | $324,000 | 387 |
| Number of Non-Managed Accounts | $171,000 | 302 |
| Total fiduciary and related assets | $238,384,000 | 385 |
| Managed Assets ($) | $172,848,000 | 357 |
| Non-managed Assets ($) | $65,536,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,442,000 | 316 |
| 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 | $1,021,000 | 333 |
| 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 | $625,000 | 351 |
| 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 | $302,000 | 366 |
| 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 | $348,000 | 521 |
| Number of Managed Accounts | $300,000 | 433 |
| Number of Non-Managed Accounts | $48,000 | 639 |
| Total fiduciary and related assets | $184,447,000 | 433 |
| Managed Assets ($) | $123,997,000 | 423 |
| Non-managed Assets ($) | $60,450,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 362 |
| 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 | $519,000 | 376 |
| Number of Managed Accounts | $491,000 | 294 |
| Number of Non-Managed Accounts | $28,000 | 748 |
| Total fiduciary and related assets | $208,276,000 | 394 |
| Managed Assets ($) | $196,338,000 | 332 |
| Non-managed Assets ($) | $11,938,000 | 590 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 360 |
| 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 | $1,254,000 | 379 |
| 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 | $1,228,000 | 412 |
| 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 | $1,083,000 | 443 |
| 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 | $941,000 | 489 |
| 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 | $953,000 | 520 |
| 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 | $611,000 | 681 |
| 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 | $715,000 | 622 |
| 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 | $586,000 | 712 |
| 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 | $518,000 | 755 |