Home > Bank of Millbrook > Fiduciary and Related Services
Bank of Millbrook, 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 | $255,000 | 495 |
| Number of Managed Accounts | $239,000 | 444 |
| Number of Non-Managed Accounts | $16,000 | 563 |
| Total fiduciary and related assets | $173,084,000 | 500 |
| Managed Assets ($) | $162,782,000 | 462 |
| Non-managed Assets ($) | $10,302,000 | 530 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,428,000 | 451 |
| 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 | $249,000 | 342 |
| Number of Managed Accounts | $233,000 | 320 |
| Number of Non-Managed Accounts | $16,000 | 318 |
| Total fiduciary and related assets | $153,475,000 | 362 |
| Managed Assets ($) | $143,868,000 | 346 |
| Non-managed Assets ($) | $9,607,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 453 |
| 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 | $248,000 | 406 |
| Number of Managed Accounts | $232,000 | 380 |
| Number of Non-Managed Accounts | $16,000 | 370 |
| Total fiduciary and related assets | $155,164,000 | 435 |
| Managed Assets ($) | $145,198,000 | 416 |
| Non-managed Assets ($) | $9,966,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 444 |
| 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 | $242,000 | 353 |
| Number of Managed Accounts | $226,000 | 332 |
| Number of Non-Managed Accounts | $16,000 | 323 |
| Total fiduciary and related assets | $154,043,000 | 371 |
| Managed Assets ($) | $144,328,000 | 354 |
| Non-managed Assets ($) | $9,715,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,000 | 473 |
| 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 | $243,000 | 516 |
| Number of Managed Accounts | $223,000 | 471 |
| Number of Non-Managed Accounts | $20,000 | 558 |
| Total fiduciary and related assets | $150,940,000 | 524 |
| Managed Assets ($) | $140,515,000 | 485 |
| Non-managed Assets ($) | $10,425,000 | 545 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 471 |
| 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 | $240,000 | 365 |
| Number of Managed Accounts | $221,000 | 347 |
| Number of Non-Managed Accounts | $19,000 | 325 |
| Total fiduciary and related assets | $142,278,000 | 387 |
| Managed Assets ($) | $132,621,000 | 370 |
| Non-managed Assets ($) | $9,657,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $996,000 | 477 |
| 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 | $243,000 | 393 |
| Number of Managed Accounts | $222,000 | 371 |
| Number of Non-Managed Accounts | $21,000 | 332 |
| Total fiduciary and related assets | $142,941,000 | 418 |
| Managed Assets ($) | $136,572,000 | 400 |
| Non-managed Assets ($) | $6,369,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 434 |
| 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 | $237,000 | 331 |
| Number of Managed Accounts | $218,000 | 313 |
| Number of Non-Managed Accounts | $19,000 | 291 |
| Total fiduciary and related assets | $156,415,000 | 346 |
| Managed Assets ($) | $150,861,000 | 330 |
| Non-managed Assets ($) | $5,554,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,000 | 444 |
| 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 | $236,000 | 490 |
| Number of Managed Accounts | $218,000 | 448 |
| Number of Non-Managed Accounts | $18,000 | 557 |
| Total fiduciary and related assets | $158,101,000 | 493 |
| Managed Assets ($) | $152,772,000 | 453 |
| Non-managed Assets ($) | $5,329,000 | 592 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,322,000 | 432 |
| 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 | $229,000 | 327 |
| Number of Managed Accounts | $211,000 | 307 |
| Number of Non-Managed Accounts | $18,000 | 290 |
| Total fiduciary and related assets | $149,469,000 | 335 |
| Managed Assets ($) | $144,193,000 | 319 |
| Non-managed Assets ($) | $5,276,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $950,000 | 435 |
| 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 | $222,000 | 383 |
| Number of Managed Accounts | $204,000 | 359 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $148,042,000 | 401 |
| Managed Assets ($) | $142,594,000 | 384 |
| Non-managed Assets ($) | $5,448,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 443 |
| 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 | $221,000 | 328 |
| Number of Managed Accounts | $201,000 | 309 |
| Number of Non-Managed Accounts | $20,000 | 287 |
| Total fiduciary and related assets | $139,734,000 | 337 |
| Managed Assets ($) | $135,304,000 | 320 |
| Non-managed Assets ($) | $4,430,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 453 |
| 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 | $219,000 | 507 |
| Number of Managed Accounts | $200,000 | 459 |
| Number of Non-Managed Accounts | $19,000 | 562 |
| Total fiduciary and related assets | $132,336,000 | 514 |
| Managed Assets ($) | $128,431,000 | 464 |
| Non-managed Assets ($) | $3,905,000 | 615 |
| Memoranda | ||
| Gross Fiduciary activities income | $974,000 | 466 |
| 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 | $216,000 | 327 |
| Number of Managed Accounts | $197,000 | 310 |
| Number of Non-Managed Accounts | $19,000 | 289 |
| Total fiduciary and related assets | $116,920,000 | 339 |
| Managed Assets ($) | $113,087,000 | 323 |
| Non-managed Assets ($) | $3,833,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 469 |
| 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 | $219,000 | 380 |
| Number of Managed Accounts | $201,000 | 356 |
| Number of Non-Managed Accounts | $18,000 | 329 |
| Total fiduciary and related assets | $111,389,000 | 397 |
| Managed Assets ($) | $107,654,000 | 377 |
| Non-managed Assets ($) | $3,735,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 469 |
| 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 | $213,000 | 329 |
| Number of Managed Accounts | $195,000 | 311 |
| Number of Non-Managed Accounts | $18,000 | 289 |
| Total fiduciary and related assets | $100,518,000 | 341 |
| Managed Assets ($) | $96,209,000 | 327 |
| Non-managed Assets ($) | $4,309,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $220,000 | 483 |
| 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 | $214,000 | 526 |
| Number of Managed Accounts | $196,000 | 469 |
| Number of Non-Managed Accounts | $18,000 | 579 |
| Total fiduciary and related assets | $115,011,000 | 532 |
| Managed Assets ($) | $110,934,000 | 486 |
| Non-managed Assets ($) | $4,077,000 | 624 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000 | 470 |
| 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 | $212,000 | 335 |
| Number of Managed Accounts | $194,000 | 316 |
| Number of Non-Managed Accounts | $18,000 | 296 |
| Total fiduciary and related assets | $111,066,000 | 345 |
| Managed Assets ($) | $107,043,000 | 329 |
| Non-managed Assets ($) | $4,023,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 478 |
| 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 | $210,000 | 374 |
| Number of Managed Accounts | $193,000 | 352 |
| Number of Non-Managed Accounts | $17,000 | 324 |
| Total fiduciary and related assets | $109,303,000 | 384 |
| Managed Assets ($) | $105,464,000 | 367 |
| Non-managed Assets ($) | $3,839,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 478 |
| 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 | $204,000 | 379 |
| Number of Managed Accounts | $187,000 | 357 |
| Number of Non-Managed Accounts | $17,000 | 329 |
| Total fiduciary and related assets | $101,092,000 | 391 |
| Managed Assets ($) | $97,347,000 | 374 |
| Non-managed Assets ($) | $3,745,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,000 | 488 |
| 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 | $206,000 | 548 |
| Number of Managed Accounts | $189,000 | 487 |
| Number of Non-Managed Accounts | $17,000 | 597 |
| Total fiduciary and related assets | $95,099,000 | 570 |
| Managed Assets ($) | $90,858,000 | 523 |
| Non-managed Assets ($) | $4,241,000 | 645 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 486 |
| 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 | $204,000 | 380 |
| Number of Managed Accounts | $187,000 | 356 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $103,512,000 | 395 |
| Managed Assets ($) | $99,113,000 | 378 |
| Non-managed Assets ($) | $4,399,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 488 |
| 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 | $208,000 | 381 |
| Number of Managed Accounts | $190,000 | 359 |
| Number of Non-Managed Accounts | $18,000 | 330 |
| Total fiduciary and related assets | $100,398,000 | 396 |
| Managed Assets ($) | $95,953,000 | 379 |
| Non-managed Assets ($) | $4,445,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 487 |
| 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 | $206,000 | 385 |
| Number of Managed Accounts | $188,000 | 361 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $97,747,000 | 400 |
| Managed Assets ($) | $93,118,000 | 382 |
| Non-managed Assets ($) | $4,629,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 501 |
| 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 | $206,000 | 555 |
| Number of Managed Accounts | $187,000 | 489 |
| Number of Non-Managed Accounts | $19,000 | 596 |
| Total fiduciary and related assets | $99,822,000 | 576 |
| Managed Assets ($) | $95,607,000 | 519 |
| Non-managed Assets ($) | $4,215,000 | 673 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 475 |
| 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 | $211,000 | 378 |
| Number of Managed Accounts | $191,000 | 356 |
| Number of Non-Managed Accounts | $20,000 | 319 |
| Total fiduciary and related assets | $97,329,000 | 396 |
| Managed Assets ($) | $93,074,000 | 378 |
| Non-managed Assets ($) | $4,255,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 485 |
| 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 | $214,000 | 380 |
| Number of Managed Accounts | $185,000 | 359 |
| Number of Non-Managed Accounts | $29,000 | 302 |
| Total fiduciary and related assets | $100,514,000 | 397 |
| Managed Assets ($) | $95,038,000 | 379 |
| Non-managed Assets ($) | $5,476,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 486 |
| 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 | $210,000 | 383 |
| Number of Managed Accounts | $184,000 | 362 |
| Number of Non-Managed Accounts | $26,000 | 307 |
| Total fiduciary and related assets | $100,988,000 | 400 |
| Managed Assets ($) | $95,287,000 | 381 |
| Non-managed Assets ($) | $5,701,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 502 |
| 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 | $207,000 | 559 |
| Number of Managed Accounts | $182,000 | 499 |
| Number of Non-Managed Accounts | $25,000 | 571 |
| Total fiduciary and related assets | $97,678,000 | 582 |
| Managed Assets ($) | $92,113,000 | 521 |
| Non-managed Assets ($) | $5,565,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 491 |
| 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 | $204,000 | 386 |
| Number of Managed Accounts | $179,000 | 366 |
| Number of Non-Managed Accounts | $25,000 | 321 |
| Total fiduciary and related assets | $94,395,000 | 402 |
| Managed Assets ($) | $88,621,000 | 383 |
| Non-managed Assets ($) | $5,774,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $602,000 | 491 |
| 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 | $199,000 | 389 |
| Number of Managed Accounts | $174,000 | 368 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $96,328,000 | 404 |
| Managed Assets ($) | $90,428,000 | 385 |
| Non-managed Assets ($) | $5,900,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 513 |
| 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 | $200,000 | 387 |
| Number of Managed Accounts | $175,000 | 367 |
| Number of Non-Managed Accounts | $25,000 | 318 |
| Total fiduciary and related assets | $89,837,000 | 405 |
| Managed Assets ($) | $85,792,000 | 386 |
| Non-managed Assets ($) | $4,045,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 529 |
| 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 | $204,000 | 577 |
| Number of Managed Accounts | $180,000 | 517 |
| Number of Non-Managed Accounts | $24,000 | 601 |
| Total fiduciary and related assets | $88,638,000 | 597 |
| Managed Assets ($) | $84,950,000 | 538 |
| Non-managed Assets ($) | $3,688,000 | 719 |
| Memoranda | ||
| Gross Fiduciary activities income | $809,000 | 509 |
| 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 | $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 | $603,000 | 508 |
| 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 | $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 | $408,000 | 507 |
| 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 | $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 | $195,000 | 525 |
| 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 | $187,000 | 619 |
| Number of Managed Accounts | $163,000 | 545 |
| Number of Non-Managed Accounts | $24,000 | 631 |
| Total fiduciary and related assets | $104,303,000 | 579 |
| Managed Assets ($) | $101,635,000 | 514 |
| Non-managed Assets ($) | $2,668,000 | 778 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 529 |
| 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 | $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 | $515,000 | 543 |
| 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 | $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 | $334,000 | 554 |
| 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 | $177,000 | 395 |
| Number of Managed Accounts | $154,000 | 374 |
| Number of Non-Managed Accounts | $23,000 | 325 |
| Total fiduciary and related assets | $91,063,000 | 407 |
| Managed Assets ($) | $88,137,000 | 384 |
| Non-managed Assets ($) | $2,926,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,000 | 571 |
| 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 | $173,000 | 641 |
| Number of Managed Accounts | $150,000 | 560 |
| Number of Non-Managed Accounts | $23,000 | 658 |
| Total fiduciary and related assets | $88,730,000 | 610 |
| Managed Assets ($) | $85,955,000 | 540 |
| Non-managed Assets ($) | $2,775,000 | 786 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 555 |
| 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 | $464,000 | 557 |
| 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 | $312,000 | 562 |
| 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 | $149,000 | 576 |
| 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 | $163,000 | 664 |
| Number of Managed Accounts | $136,000 | 581 |
| Number of Non-Managed Accounts | $27,000 | 633 |
| Total fiduciary and related assets | $77,467,000 | 632 |
| Managed Assets ($) | $73,535,000 | 560 |
| Non-managed Assets ($) | $3,932,000 | 746 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 544 |
| 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 | $479,000 | 550 |
| 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 | $329,000 | 554 |
| 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 | $144,000 | 587 |
| 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 | $158,000 | 671 |
| Number of Managed Accounts | $130,000 | 590 |
| Number of Non-Managed Accounts | $28,000 | 629 |
| Total fiduciary and related assets | $83,898,000 | 598 |
| Managed Assets ($) | $79,686,000 | 523 |
| Non-managed Assets ($) | $4,212,000 | 742 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 540 |
| 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 | $387,000 | 553 |
| 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 | $261,000 | 553 |
| 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 | $120,000 | 578 |
| 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 | $139,000 | 729 |
| Number of Managed Accounts | $108,000 | 659 |
| Number of Non-Managed Accounts | $31,000 | 634 |
| Total fiduciary and related assets | $63,663,000 | 683 |
| Managed Assets ($) | $58,119,000 | 613 |
| Non-managed Assets ($) | $5,544,000 | 727 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 583 |
| 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 | $311,000 | 592 |
| 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 | $205,000 | 600 |
| 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 | $92,000 | 630 |
| 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 | $118,000 | 794 |
| Number of Managed Accounts | $86,000 | 721 |
| Number of Non-Managed Accounts | $32,000 | 647 |
| Total fiduciary and related assets | $57,931,000 | 705 |
| Managed Assets ($) | $53,134,000 | 628 |
| Non-managed Assets ($) | $4,797,000 | 749 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 641 |
| 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 | $234,000 | 658 |
| 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 | $145,000 | 677 |
| 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 | $66,000 | 712 |
| 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 | $120,000 | 808 |
| Number of Managed Accounts | $87,000 | 746 |
| Number of Non-Managed Accounts | $33,000 | 643 |
| Total fiduciary and related assets | $39,389,000 | 797 |
| Managed Assets ($) | $34,705,000 | 727 |
| Non-managed Assets ($) | $4,684,000 | 732 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 709 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,000 | 717 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $133,000 | 731 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,000 | 766 |
| 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 | $105,000 | 860 |
| Number of Managed Accounts | $66,000 | 835 |
| Number of Non-Managed Accounts | $39,000 | 611 |
| Total fiduciary and related assets | $35,874,000 | 868 |
| Managed Assets ($) | $31,707,000 | 801 |
| Non-managed Assets ($) | $4,167,000 | 794 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,000 | 776 |
| 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 | $162,000 | 784 |
| 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 | $103,000 | 808 |
| 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 | $45,000 | 833 |
| 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 | $92,000 | 923 |
| Number of Managed Accounts | $50,000 | 909 |
| Number of Non-Managed Accounts | $42,000 | 600 |
| Total fiduciary and related assets | $22,980,000 | 959 |
| Managed Assets ($) | $19,481,000 | 892 |
| Non-managed Assets ($) | $3,499,000 | 827 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 833 |
| 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 | $125,000 | 828 |
| 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 | $92,000 | 826 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,000 | 810 |
| 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 | $85,000 | 963 |
| Number of Managed Accounts | $38,000 | 1,005 |
| Number of Non-Managed Accounts | $47,000 | 589 |
| Total fiduciary and related assets | $20,069,000 | 1,004 |
| Managed Assets ($) | $14,563,000 | 973 |
| Non-managed Assets ($) | $5,506,000 | 764 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 856 |
| 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 | $116,000 | 849 |
| 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 | $77,000 | 859 |
| 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 | $33,000 | 894 |
| 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 | $75,000 | 1,014 |
| Number of Managed Accounts | $39,000 | 1,008 |
| Number of Non-Managed Accounts | $36,000 | 682 |
| Total fiduciary and related assets | $20,191,000 | 995 |
| Managed Assets ($) | $15,547,000 | 951 |
| Non-managed Assets ($) | $4,644,000 | 802 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,000 | 857 |
| 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 | $105,000 | 864 |
| 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 | $72,000 | 865 |
| 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 | $34,000 | 889 |
| 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 | $66,000 | 1,079 |
| Number of Managed Accounts | $36,000 | 1,070 |
| Number of Non-Managed Accounts | $30,000 | 755 |
| Total fiduciary and related assets | $18,287,000 | 1,036 |
| Managed Assets ($) | $14,835,000 | 969 |
| Non-managed Assets ($) | $3,452,000 | 883 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,000 | 935 |
| 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 | $75,000 | 968 |
| 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 | $46,000 | 982 |
| 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 | $23,000 | 994 |
| 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 | $37,000 | 1,297 |
| Number of Managed Accounts | $20,000 | 1,280 |
| Number of Non-Managed Accounts | $17,000 | 908 |
| Total fiduciary and related assets | $8,349,000 | 1,230 |
| Managed Assets ($) | $6,197,000 | 1,201 |
| Non-managed Assets ($) | $2,152,000 | 962 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000 | 1,093 |
| 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 | $21,000 | 1,405 |
| Number of Managed Accounts | $13,000 | 1,351 |
| Number of Non-Managed Accounts | $8,000 | 1,017 |
| Total fiduciary and related assets | $4,007,000 | 1,352 |
| Managed Assets ($) | $2,866,000 | 1,332 |
| Non-managed Assets ($) | $1,141,000 | 1,041 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,000 | 1,248 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 |