Home > Anchor Bank > Fiduciary and Related Services
Anchor Bank, Fiduciary and Related Services
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,762 |
| Fiduciary power exercised | $0 | 1,315 |
| Fiduciary or related activity | $0 | 1,245 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,093 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,775 |
| Fiduciary power exercised | $0 | 1,324 |
| Fiduciary or related activity | $0 | 1,254 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,079 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,785 |
| Fiduciary power exercised | $0 | 1,331 |
| Fiduciary or related activity | $0 | 1,257 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,045 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,806 |
| Fiduciary power exercised | $0 | 1,344 |
| Fiduciary or related activity | $0 | 1,266 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,255 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $0 | 1,251 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,172 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,823 |
| Fiduciary power exercised | $0 | 1,357 |
| Fiduciary or related activity | $0 | 1,276 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,132 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,836 |
| Fiduciary power exercised | $0 | 1,364 |
| Fiduciary or related activity | $0 | 1,280 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,122 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,848 |
| Fiduciary power exercised | $0 | 1,365 |
| Fiduciary or related activity | $0 | 1,284 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,076 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,858 |
| Fiduciary power exercised | $0 | 1,380 |
| Fiduciary or related activity | $0 | 1,298 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,287 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $0 | 1,283 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,209 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,874 |
| Fiduciary power exercised | $0 | 1,396 |
| Fiduciary or related activity | $0 | 1,321 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,169 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,891 |
| Fiduciary power exercised | $0 | 1,407 |
| Fiduciary or related activity | $0 | 1,331 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,152 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,902 |
| Fiduciary power exercised | $0 | 1,419 |
| Fiduciary or related activity | $0 | 1,341 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,118 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,926 |
| Fiduciary power exercised | $0 | 1,438 |
| Fiduciary or related activity | $0 | 1,359 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,347 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $0 | 1,343 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,256 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,945 |
| Fiduciary power exercised | $0 | 1,453 |
| Fiduciary or related activity | $0 | 1,375 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,202 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,961 |
| Fiduciary power exercised | $0 | 1,460 |
| Fiduciary or related activity | $0 | 1,383 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,182 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,977 |
| Fiduciary power exercised | $0 | 1,465 |
| Fiduciary or related activity | $0 | 1,386 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,141 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,992 |
| Fiduciary power exercised | $0 | 1,475 |
| Fiduciary or related activity | $0 | 1,398 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,388 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $0 | 1,383 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 753 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,490 |
| Fiduciary or related activity | $0 | 1,408 |
| 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 | $232,000 | 698 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,497 |
| Fiduciary or related activity | $0 | 1,413 |
| 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 | $232,000 | 619 |
| 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 | $21,000 | 401 |
| Number of Managed Accounts | $20,000 | 382 |
| Number of Non-Managed Accounts | $1,000 | 387 |
| Total fiduciary and related assets | $10,875,000 | 403 |
| Managed Assets ($) | $7,661,000 | 385 |
| Non-managed Assets ($) | $3,214,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 507 |
| 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 | $113,000 | 752 |
| Number of Managed Accounts | $78,000 | 711 |
| Number of Non-Managed Accounts | $35,000 | 563 |
| Total fiduciary and related assets | $204,256,000 | 409 |
| Managed Assets ($) | $69,727,000 | 567 |
| Non-managed Assets ($) | $134,529,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,000 | 450 |
| 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 | $116,000 | 369 |
| Number of Managed Accounts | $79,000 | 355 |
| Number of Non-Managed Accounts | $37,000 | 278 |
| Total fiduciary and related assets | $228,307,000 | 355 |
| Managed Assets ($) | $79,363,000 | 351 |
| Non-managed Assets ($) | $148,944,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 442 |
| 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 | $116,000 | 370 |
| Number of Managed Accounts | $79,000 | 354 |
| Number of Non-Managed Accounts | $37,000 | 281 |
| Total fiduciary and related assets | $230,051,000 | 352 |
| Managed Assets ($) | $82,702,000 | 349 |
| Non-managed Assets ($) | $147,349,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 453 |
| 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 | $112,000 | 370 |
| Number of Managed Accounts | $77,000 | 353 |
| Number of Non-Managed Accounts | $35,000 | 277 |
| Total fiduciary and related assets | $236,548,000 | 352 |
| Managed Assets ($) | $84,856,000 | 350 |
| Non-managed Assets ($) | $151,692,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,000 | 470 |
| 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 | $106,000 | 781 |
| Number of Managed Accounts | $72,000 | 732 |
| Number of Non-Managed Accounts | $34,000 | 576 |
| Total fiduciary and related assets | $215,705,000 | 383 |
| Managed Assets ($) | $72,331,000 | 553 |
| Non-managed Assets ($) | $143,374,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 381 |
| 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 | $104,000 | 381 |
| Number of Managed Accounts | $70,000 | 360 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $197,850,000 | 353 |
| Managed Assets ($) | $70,566,000 | 349 |
| Non-managed Assets ($) | $127,284,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 378 |
| 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 | $109,000 | 387 |
| Number of Managed Accounts | $72,000 | 365 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $224,456,000 | 355 |
| Managed Assets ($) | $77,043,000 | 353 |
| Non-managed Assets ($) | $147,413,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 372 |
| 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 | $110,000 | 389 |
| Number of Managed Accounts | $73,000 | 369 |
| Number of Non-Managed Accounts | $37,000 | 289 |
| Total fiduciary and related assets | $234,782,000 | 356 |
| Managed Assets ($) | $85,332,000 | 355 |
| Non-managed Assets ($) | $149,450,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 383 |
| 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 | $114,000 | 784 |
| Number of Managed Accounts | $78,000 | 739 |
| Number of Non-Managed Accounts | $36,000 | 595 |
| Total fiduciary and related assets | $284,997,000 | 328 |
| Managed Assets ($) | $135,897,000 | 406 |
| Non-managed Assets ($) | $149,100,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,030,000 | 389 |
| 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 | $112,000 | 375 |
| Number of Managed Accounts | $76,000 | 357 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $269,156,000 | 322 |
| Managed Assets ($) | $134,843,000 | 327 |
| Non-managed Assets ($) | $134,313,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $745,000 | 398 |
| 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 | $109,000 | 377 |
| Number of Managed Accounts | $73,000 | 356 |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Total fiduciary and related assets | $247,822,000 | 330 |
| Managed Assets ($) | $125,467,000 | 329 |
| Non-managed Assets ($) | $122,355,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 409 |
| 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 | $108,000 | 382 |
| Number of Managed Accounts | $73,000 | 358 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $263,112,000 | 334 |
| Managed Assets ($) | $131,810,000 | 331 |
| Non-managed Assets ($) | $131,302,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 452 |
| 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 | $115,000 | 804 |
| Number of Managed Accounts | $79,000 | 744 |
| Number of Non-Managed Accounts | $36,000 | 604 |
| Total fiduciary and related assets | $251,291,000 | 343 |
| Managed Assets ($) | $127,834,000 | 415 |
| Non-managed Assets ($) | $123,457,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 429 |
| 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 | $116,000 | 373 |
| Number of Managed Accounts | $80,000 | 348 |
| Number of Non-Managed Accounts | $36,000 | 279 |
| Total fiduciary and related assets | $237,405,000 | 327 |
| Managed Assets ($) | $125,223,000 | 321 |
| Non-managed Assets ($) | $112,182,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 415 |
| 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 | $118,000 | 381 |
| Number of Managed Accounts | $82,000 | 356 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $227,718,000 | 330 |
| Managed Assets ($) | $115,299,000 | 331 |
| Non-managed Assets ($) | $112,419,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 408 |
| 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 | $110,000 | 380 |
| Number of Managed Accounts | $71,000 | 359 |
| Number of Non-Managed Accounts | $39,000 | 278 |
| Total fiduciary and related assets | $199,572,000 | 341 |
| Managed Assets ($) | $105,001,000 | 333 |
| Non-managed Assets ($) | $94,571,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 430 |
| 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 | $110,000 | 837 |
| Number of Managed Accounts | $75,000 | 783 |
| Number of Non-Managed Accounts | $35,000 | 620 |
| Total fiduciary and related assets | $213,751,000 | 371 |
| Managed Assets ($) | $107,004,000 | 452 |
| Non-managed Assets ($) | $106,747,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 441 |
| 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 | $99,000 | 407 |
| Number of Managed Accounts | $67,000 | 387 |
| Number of Non-Managed Accounts | $32,000 | 313 |
| Total fiduciary and related assets | $229,891,000 | 357 |
| Managed Assets ($) | $106,561,000 | 360 |
| Non-managed Assets ($) | $123,330,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 442 |
| 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 | $96,000 | 413 |
| Number of Managed Accounts | $64,000 | 394 |
| Number of Non-Managed Accounts | $32,000 | 314 |
| Total fiduciary and related assets | $238,327,000 | 360 |
| Managed Assets ($) | $107,390,000 | 367 |
| Non-managed Assets ($) | $130,937,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 449 |
| 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 | $85,000 | 417 |
| Number of Managed Accounts | $54,000 | 401 |
| Number of Non-Managed Accounts | $31,000 | 320 |
| Total fiduciary and related assets | $231,615,000 | 382 |
| Managed Assets ($) | $105,870,000 | 373 |
| Non-managed Assets ($) | $125,745,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,000 | 436 |
| 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 | $81,000 | 941 |
| Number of Managed Accounts | $50,000 | 900 |
| Number of Non-Managed Accounts | $31,000 | 674 |
| Total fiduciary and related assets | $231,424,000 | 400 |
| Managed Assets ($) | $97,832,000 | 513 |
| Non-managed Assets ($) | $133,592,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $771,000 | 485 |
| 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 | $78,000 | 401 |
| Number of Managed Accounts | $48,000 | 386 |
| Number of Non-Managed Accounts | $30,000 | 315 |
| Total fiduciary and related assets | $231,796,000 | 361 |
| Managed Assets ($) | $99,723,000 | 363 |
| Non-managed Assets ($) | $132,073,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $561,000 | 492 |
| 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 | $67,000 | 412 |
| Number of Managed Accounts | $41,000 | 394 |
| Number of Non-Managed Accounts | $26,000 | 331 |
| Total fiduciary and related assets | $218,426,000 | 374 |
| Managed Assets ($) | $98,305,000 | 370 |
| Non-managed Assets ($) | $120,121,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 505 |
| 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 | $182,000 | 507 |
| 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 | $69,000 | 1,001 |
| Number of Managed Accounts | $42,000 | 955 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $202,647,000 | 422 |
| Managed Assets ($) | $90,904,000 | 524 |
| Non-managed Assets ($) | $111,743,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 521 |
| 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 | $66,000 | 401 |
| Number of Managed Accounts | $42,000 | 379 |
| Number of Non-Managed Accounts | $24,000 | 332 |
| Total fiduciary and related assets | $203,385,000 | 365 |
| Managed Assets ($) | $93,865,000 | 351 |
| Non-managed Assets ($) | $109,520,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 533 |
| 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 | $64,000 | 409 |
| Number of Managed Accounts | $41,000 | 387 |
| Number of Non-Managed Accounts | $23,000 | 339 |
| Total fiduciary and related assets | $187,545,000 | 371 |
| Managed Assets ($) | $84,469,000 | 361 |
| Non-managed Assets ($) | $103,076,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 543 |
| 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 | $70,000 | 416 |
| Number of Managed Accounts | $41,000 | 401 |
| Number of Non-Managed Accounts | $29,000 | 329 |
| Total fiduciary and related assets | $187,390,000 | 377 |
| Managed Assets ($) | $83,123,000 | 367 |
| Non-managed Assets ($) | $104,267,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 576 |
| 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 | $103,000 | 902 |
| Number of Managed Accounts | $41,000 | 985 |
| Number of Non-Managed Accounts | $62,000 | 523 |
| Total fiduciary and related assets | $324,045,000 | 324 |
| Managed Assets ($) | $81,433,000 | 553 |
| Non-managed Assets ($) | $242,612,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $562,000 | 557 |
| 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 | $431,000 | 547 |
| 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 | $292,000 | 548 |
| 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 | $158,000 | 523 |
| 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 | $90,000 | 960 |
| Number of Managed Accounts | $40,000 | 1,000 |
| Number of Non-Managed Accounts | $50,000 | 594 |
| Total fiduciary and related assets | $190,851,000 | 426 |
| Managed Assets ($) | $68,156,000 | 585 |
| Non-managed Assets ($) | $122,695,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 520 |
| 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 | $398,000 | 552 |
| 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 | $243,000 | 580 |
| 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 | $106,000 | 636 |
| 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 | $58,000 | 1,124 |
| Number of Managed Accounts | $34,000 | 1,088 |
| Number of Non-Managed Accounts | $24,000 | 815 |
| Total fiduciary and related assets | $57,001,000 | 738 |
| Managed Assets ($) | $27,764,000 | 818 |
| Non-managed Assets ($) | $29,237,000 | 438 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,000 | 840 |
| 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 | $57,000 | 440 |
| Number of Managed Accounts | $32,000 | 410 |
| Number of Non-Managed Accounts | $25,000 | 363 |
| Total fiduciary and related assets | $51,107,000 | 425 |
| Managed Assets ($) | $25,205,000 | 402 |
| Non-managed Assets ($) | $25,902,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,000 | 852 |
| 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 | $54,000 | 444 |
| Number of Managed Accounts | $32,000 | 416 |
| Number of Non-Managed Accounts | $22,000 | 374 |
| Total fiduciary and related assets | $47,724,000 | 426 |
| Managed Assets ($) | $23,308,000 | 405 |
| Non-managed Assets ($) | $24,416,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 883 |
| 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 | $49,000 | 459 |
| Number of Managed Accounts | $26,000 | 431 |
| Number of Non-Managed Accounts | $23,000 | 378 |
| Total fiduciary and related assets | $40,551,000 | 442 |
| Managed Assets ($) | $18,536,000 | 421 |
| Non-managed Assets ($) | $22,015,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000 | 940 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |