Home > Cornerstone Bank > Fiduciary and Related Services
Cornerstone Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $717,000 | 303 |
| Number of Managed Accounts | $676,000 | 268 |
| Number of Non-Managed Accounts | $41,000 | 419 |
| Total fiduciary and related assets | $686,480,000 | 300 |
| Managed Assets ($) | $598,714,000 | 279 |
| Non-managed Assets ($) | $87,766,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,838,000 | 341 |
| 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 | $558,000 | 291 |
| Number of Managed Accounts | $518,000 | 262 |
| Number of Non-Managed Accounts | $40,000 | 263 |
| Total fiduciary and related assets | $903,408,000 | 252 |
| Managed Assets ($) | $823,713,000 | 228 |
| Non-managed Assets ($) | $79,695,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,152,000 | 342 |
| 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 | $711,000 | 293 |
| Number of Managed Accounts | $671,000 | 260 |
| Number of Non-Managed Accounts | $40,000 | 304 |
| Total fiduciary and related assets | $910,618,000 | 254 |
| Managed Assets ($) | $827,279,000 | 231 |
| Non-managed Assets ($) | $83,339,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,454,000 | 334 |
| 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 | $702,000 | 314 |
| Number of Managed Accounts | $661,000 | 278 |
| Number of Non-Managed Accounts | $41,000 | 433 |
| Total fiduciary and related assets | $632,806,000 | 305 |
| Managed Assets ($) | $556,842,000 | 285 |
| Non-managed Assets ($) | $75,964,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,887,000 | 349 |
| 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 | $692,000 | 279 |
| Number of Managed Accounts | $650,000 | 255 |
| Number of Non-Managed Accounts | $42,000 | 276 |
| Total fiduciary and related assets | $611,902,000 | 291 |
| Managed Assets ($) | $542,202,000 | 271 |
| Non-managed Assets ($) | $69,700,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,867,000 | 376 |
| 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 | $690,000 | 267 |
| Number of Managed Accounts | $648,000 | 248 |
| Number of Non-Managed Accounts | $42,000 | 283 |
| Total fiduciary and related assets | $620,350,000 | 268 |
| Managed Assets ($) | $546,668,000 | 248 |
| Non-managed Assets ($) | $73,682,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 336 |
| 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 | $695,000 | 247 |
| Number of Managed Accounts | $649,000 | 235 |
| Number of Non-Managed Accounts | $46,000 | 241 |
| Total fiduciary and related assets | $631,947,000 | 262 |
| Managed Assets ($) | $544,595,000 | 250 |
| Non-managed Assets ($) | $87,352,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $648,000 | 331 |
| 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 | $681,000 | 280 |
| Number of Managed Accounts | $641,000 | 257 |
| Number of Non-Managed Accounts | $40,000 | 431 |
| Total fiduciary and related assets | $603,664,000 | 296 |
| Managed Assets ($) | $510,103,000 | 273 |
| Non-managed Assets ($) | $93,561,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,649,000 | 321 |
| 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 | $686,000 | 252 |
| Number of Managed Accounts | $643,000 | 238 |
| Number of Non-Managed Accounts | $43,000 | 249 |
| Total fiduciary and related assets | $589,972,000 | 269 |
| Managed Assets ($) | $500,241,000 | 254 |
| Non-managed Assets ($) | $89,731,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,840,000 | 334 |
| 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 | $689,000 | 269 |
| Number of Managed Accounts | $646,000 | 252 |
| Number of Non-Managed Accounts | $43,000 | 278 |
| Total fiduciary and related assets | $599,318,000 | 284 |
| Managed Assets ($) | $503,526,000 | 268 |
| Non-managed Assets ($) | $95,792,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,124,000 | 345 |
| 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 | $681,000 | 252 |
| Number of Managed Accounts | $638,000 | 239 |
| Number of Non-Managed Accounts | $43,000 | 249 |
| Total fiduciary and related assets | $582,566,000 | 267 |
| Managed Assets ($) | $497,802,000 | 254 |
| Non-managed Assets ($) | $84,764,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 347 |
| 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 | $672,000 | 284 |
| Number of Managed Accounts | $631,000 | 258 |
| Number of Non-Managed Accounts | $41,000 | 427 |
| Total fiduciary and related assets | $564,546,000 | 286 |
| Managed Assets ($) | $484,335,000 | 269 |
| Non-managed Assets ($) | $80,211,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,132,000 | 336 |
| 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 | $659,000 | 253 |
| Number of Managed Accounts | $620,000 | 235 |
| Number of Non-Managed Accounts | $39,000 | 257 |
| Total fiduciary and related assets | $541,392,000 | 261 |
| Managed Assets ($) | $469,442,000 | 246 |
| Non-managed Assets ($) | $71,950,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 329 |
| 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 | $654,000 | 273 |
| Number of Managed Accounts | $615,000 | 253 |
| Number of Non-Managed Accounts | $39,000 | 286 |
| Total fiduciary and related assets | $645,858,000 | 257 |
| Managed Assets ($) | $574,612,000 | 233 |
| Non-managed Assets ($) | $71,246,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 333 |
| 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 | $647,000 | 255 |
| Number of Managed Accounts | $611,000 | 235 |
| Number of Non-Managed Accounts | $36,000 | 263 |
| Total fiduciary and related assets | $607,335,000 | 243 |
| Managed Assets ($) | $550,213,000 | 220 |
| Non-managed Assets ($) | $57,122,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 331 |
| 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 | $646,000 | 290 |
| Number of Managed Accounts | $605,000 | 260 |
| Number of Non-Managed Accounts | $41,000 | 443 |
| Total fiduciary and related assets | $531,939,000 | 280 |
| Managed Assets ($) | $463,462,000 | 263 |
| Non-managed Assets ($) | $68,477,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,294,000 | 319 |
| 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 | $623,000 | 260 |
| Number of Managed Accounts | $583,000 | 240 |
| Number of Non-Managed Accounts | $40,000 | 261 |
| Total fiduciary and related assets | $511,269,000 | 267 |
| Managed Assets ($) | $447,213,000 | 251 |
| Non-managed Assets ($) | $64,056,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 319 |
| 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 | $623,000 | 274 |
| Number of Managed Accounts | $582,000 | 251 |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Total fiduciary and related assets | $519,179,000 | 275 |
| Managed Assets ($) | $454,117,000 | 256 |
| Non-managed Assets ($) | $65,062,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 319 |
| 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 | $608,000 | 279 |
| Number of Managed Accounts | $566,000 | 258 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $507,200,000 | 280 |
| Managed Assets ($) | $445,574,000 | 250 |
| Non-managed Assets ($) | $61,626,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 285 |
| 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 | $611,000 | 299 |
| Number of Managed Accounts | $566,000 | 266 |
| Number of Non-Managed Accounts | $45,000 | 431 |
| Total fiduciary and related assets | $463,655,000 | 285 |
| Managed Assets ($) | $408,997,000 | 257 |
| Non-managed Assets ($) | $54,658,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,962,000 | 349 |
| 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 | $591,000 | 279 |
| Number of Managed Accounts | $546,000 | 257 |
| Number of Non-Managed Accounts | $45,000 | 273 |
| Total fiduciary and related assets | $477,211,000 | 292 |
| Managed Assets ($) | $412,257,000 | 265 |
| Non-managed Assets ($) | $64,954,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 351 |
| 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 | $591,000 | 280 |
| Number of Managed Accounts | $542,000 | 260 |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Total fiduciary and related assets | $469,041,000 | 295 |
| Managed Assets ($) | $403,539,000 | 266 |
| Non-managed Assets ($) | $65,502,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 360 |
| 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 | $592,000 | 285 |
| Number of Managed Accounts | $544,000 | 262 |
| Number of Non-Managed Accounts | $48,000 | 274 |
| Total fiduciary and related assets | $466,691,000 | 292 |
| Managed Assets ($) | $405,151,000 | 268 |
| Non-managed Assets ($) | $61,540,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 353 |
| 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 | $603,000 | 304 |
| Number of Managed Accounts | $549,000 | 274 |
| Number of Non-Managed Accounts | $54,000 | 398 |
| Total fiduciary and related assets | $465,411,000 | 294 |
| Managed Assets ($) | $409,099,000 | 269 |
| Non-managed Assets ($) | $56,312,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,811,000 | 359 |
| 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 | $599,000 | 280 |
| Number of Managed Accounts | $546,000 | 260 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $443,509,000 | 299 |
| Managed Assets ($) | $389,890,000 | 271 |
| Non-managed Assets ($) | $53,619,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,326,000 | 362 |
| 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 | $600,000 | 283 |
| Number of Managed Accounts | $542,000 | 261 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $440,005,000 | 295 |
| Managed Assets ($) | $387,688,000 | 268 |
| Non-managed Assets ($) | $52,317,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 364 |
| 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 | $596,000 | 284 |
| Number of Managed Accounts | $540,000 | 263 |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Total fiduciary and related assets | $432,558,000 | 300 |
| Managed Assets ($) | $383,423,000 | 268 |
| Non-managed Assets ($) | $49,135,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 368 |
| 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 | $599,000 | 306 |
| Number of Managed Accounts | $538,000 | 275 |
| Number of Non-Managed Accounts | $61,000 | 382 |
| Total fiduciary and related assets | $422,275,000 | 297 |
| Managed Assets ($) | $374,322,000 | 268 |
| Non-managed Assets ($) | $47,953,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,802,000 | 353 |
| 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 | $587,000 | 286 |
| Number of Managed Accounts | $529,000 | 262 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $412,841,000 | 296 |
| Managed Assets ($) | $367,540,000 | 267 |
| Non-managed Assets ($) | $45,301,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 350 |
| 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 | $586,000 | 287 |
| Number of Managed Accounts | $524,000 | 266 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $410,588,000 | 299 |
| Managed Assets ($) | $362,013,000 | 272 |
| Non-managed Assets ($) | $48,575,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 349 |
| 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 | $583,000 | 289 |
| Number of Managed Accounts | $524,000 | 267 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $392,774,000 | 302 |
| Managed Assets ($) | $350,184,000 | 274 |
| Non-managed Assets ($) | $42,590,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,000 | 345 |
| 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 | $568,000 | 318 |
| Number of Managed Accounts | $505,000 | 278 |
| Number of Non-Managed Accounts | $63,000 | 386 |
| Total fiduciary and related assets | $393,596,000 | 305 |
| Managed Assets ($) | $350,063,000 | 274 |
| Non-managed Assets ($) | $43,533,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,810,000 | 358 |
| 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 | $563,000 | 293 |
| Number of Managed Accounts | $505,000 | 265 |
| Number of Non-Managed Accounts | $58,000 | 255 |
| Total fiduciary and related assets | $382,140,000 | 309 |
| Managed Assets ($) | $341,025,000 | 276 |
| Non-managed Assets ($) | $41,115,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 351 |
| 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 | $556,000 | 297 |
| Number of Managed Accounts | $493,000 | 271 |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Total fiduciary and related assets | $400,012,000 | 308 |
| Managed Assets ($) | $355,289,000 | 279 |
| Non-managed Assets ($) | $44,723,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $940,000 | 350 |
| 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 | $550,000 | 299 |
| Number of Managed Accounts | $492,000 | 268 |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Total fiduciary and related assets | $400,633,000 | 311 |
| Managed Assets ($) | $357,457,000 | 279 |
| Non-managed Assets ($) | $43,176,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $466,000 | 351 |
| 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 | $547,000 | 334 |
| Number of Managed Accounts | $487,000 | 286 |
| Number of Non-Managed Accounts | $60,000 | 411 |
| Total fiduciary and related assets | $397,706,000 | 311 |
| Managed Assets ($) | $354,208,000 | 282 |
| Non-managed Assets ($) | $43,498,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 353 |
| 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 | $545,000 | 303 |
| Number of Managed Accounts | $486,000 | 270 |
| Number of Non-Managed Accounts | $59,000 | 257 |
| Total fiduciary and related assets | $388,801,000 | 312 |
| Managed Assets ($) | $348,131,000 | 281 |
| Non-managed Assets ($) | $40,670,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 364 |
| 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 | $549,000 | 302 |
| Number of Managed Accounts | $484,000 | 271 |
| Number of Non-Managed Accounts | $65,000 | 246 |
| Total fiduciary and related assets | $395,565,000 | 308 |
| Managed Assets ($) | $350,832,000 | 281 |
| Non-managed Assets ($) | $44,733,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,000 | 372 |
| 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 | $543,000 | 305 |
| Number of Managed Accounts | $485,000 | 276 |
| Number of Non-Managed Accounts | $58,000 | 259 |
| Total fiduciary and related assets | $374,228,000 | 314 |
| Managed Assets ($) | $333,778,000 | 287 |
| Non-managed Assets ($) | $40,450,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 369 |
| 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 | $536,000 | 343 |
| Number of Managed Accounts | $475,000 | 292 |
| Number of Non-Managed Accounts | $61,000 | 421 |
| Total fiduciary and related assets | $371,121,000 | 316 |
| Managed Assets ($) | $327,586,000 | 286 |
| Non-managed Assets ($) | $43,535,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,641,000 | 360 |
| 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 | $523,000 | 303 |
| Number of Managed Accounts | $465,000 | 270 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $349,799,000 | 321 |
| Managed Assets ($) | $310,413,000 | 289 |
| Non-managed Assets ($) | $39,386,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 364 |
| 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 | $527,000 | 300 |
| Number of Managed Accounts | $464,000 | 270 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $350,285,000 | 310 |
| Managed Assets ($) | $311,852,000 | 279 |
| Non-managed Assets ($) | $38,433,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 368 |
| 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 | $512,000 | 305 |
| Number of Managed Accounts | $452,000 | 271 |
| Number of Non-Managed Accounts | $60,000 | 255 |
| Total fiduciary and related assets | $339,863,000 | 318 |
| Managed Assets ($) | $300,288,000 | 285 |
| Non-managed Assets ($) | $39,575,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 369 |
| 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 | $490,000 | 356 |
| Number of Managed Accounts | $427,000 | 303 |
| Number of Non-Managed Accounts | $63,000 | 424 |
| Total fiduciary and related assets | $287,570,000 | 344 |
| Managed Assets ($) | $248,978,000 | 299 |
| Non-managed Assets ($) | $38,592,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,636,000 | 345 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 361 |
| 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 | $751,000 | 366 |
| 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 | $376,000 | 362 |
| 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 | $481,000 | 369 |
| Number of Managed Accounts | $409,000 | 318 |
| Number of Non-Managed Accounts | $72,000 | 391 |
| Total fiduciary and related assets | $236,951,000 | 368 |
| Managed Assets ($) | $193,019,000 | 324 |
| Non-managed Assets ($) | $43,932,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,398,000 | 332 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 333 |
| 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 | $680,000 | 343 |
| 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 | $329,000 | 349 |
| 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 | $467,000 | 382 |
| Number of Managed Accounts | $393,000 | 337 |
| Number of Non-Managed Accounts | $74,000 | 404 |
| Total fiduciary and related assets | $212,408,000 | 392 |
| Managed Assets ($) | $174,966,000 | 359 |
| Non-managed Assets ($) | $37,442,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 334 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 333 |
| 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 | $719,000 | 324 |
| 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 | $379,000 | 315 |
| 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 | $451,000 | 401 |
| Number of Managed Accounts | $367,000 | 346 |
| Number of Non-Managed Accounts | $84,000 | 386 |
| Total fiduciary and related assets | $173,584,000 | 427 |
| Managed Assets ($) | $143,905,000 | 388 |
| Non-managed Assets ($) | $29,679,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 346 |
| 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 | $835,000 | 357 |
| 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 | $521,000 | 380 |
| 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 | $255,000 | 379 |
| 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 | $427,000 | 421 |
| Number of Managed Accounts | $354,000 | 360 |
| Number of Non-Managed Accounts | $73,000 | 448 |
| Total fiduciary and related assets | $143,990,000 | 456 |
| Managed Assets ($) | $123,501,000 | 413 |
| Non-managed Assets ($) | $20,489,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 367 |
| 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 | $856,000 | 386 |
| 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 | $591,000 | 385 |
| 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 | $300,000 | 379 |
| 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 | $403,000 | 446 |
| Number of Managed Accounts | $335,000 | 374 |
| Number of Non-Managed Accounts | $68,000 | 472 |
| Total fiduciary and related assets | $162,063,000 | 488 |
| Managed Assets ($) | $135,495,000 | 439 |
| Non-managed Assets ($) | $26,568,000 | 455 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 397 |
| 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 | $757,000 | 413 |
| 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 | $483,000 | 434 |
| 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 | $248,000 | 430 |
| 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 | $416,000 | 419 |
| Number of Managed Accounts | $348,000 | 353 |
| Number of Non-Managed Accounts | $68,000 | 476 |
| Total fiduciary and related assets | $149,355,000 | 488 |
| Managed Assets ($) | $122,113,000 | 451 |
| Non-managed Assets ($) | $27,242,000 | 464 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 400 |
| 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 | $722,000 | 409 |
| 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 | $453,000 | 441 |
| 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 | $245,000 | 410 |
| 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 | $390,000 | 453 |
| Number of Managed Accounts | $327,000 | 384 |
| Number of Non-Managed Accounts | $63,000 | 515 |
| Total fiduciary and related assets | $138,340,000 | 501 |
| Managed Assets ($) | $116,656,000 | 453 |
| Non-managed Assets ($) | $21,684,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 406 |
| 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 | $692,000 | 405 |
| 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 | $494,000 | 392 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,000 | 392 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $401,000 | 442 |
| Number of Managed Accounts | $344,000 | 368 |
| Number of Non-Managed Accounts | $57,000 | 552 |
| Total fiduciary and related assets | $137,019,000 | 489 |
| Managed Assets ($) | $118,354,000 | 434 |
| Non-managed Assets ($) | $18,665,000 | 523 |
| Memoranda | ||
| Gross Fiduciary activities income | $988,000 | 382 |
| 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 | $768,000 | 375 |
| 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 | $583,000 | 354 |
| 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 | $422,000 | 288 |
| 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 | $414,000 | 449 |
| Number of Managed Accounts | $371,000 | 354 |
| Number of Non-Managed Accounts | $43,000 | 651 |
| Total fiduciary and related assets | $113,625,000 | 532 |
| Managed Assets ($) | $102,080,000 | 463 |
| Non-managed Assets ($) | $11,545,000 | 625 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 474 |
| 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 | $484,000 | 485 |
| 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 | $370,000 | 455 |
| 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 | $237,000 | 415 |
| 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 | $358,000 | 514 |
| Number of Managed Accounts | $328,000 | 404 |
| Number of Non-Managed Accounts | $30,000 | 761 |
| Total fiduciary and related assets | $103,458,000 | 561 |
| Managed Assets ($) | $94,456,000 | 492 |
| Non-managed Assets ($) | $9,002,000 | 669 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 509 |
| 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 | $372,000 | 476 |
| Number of Managed Accounts | $346,000 | 370 |
| Number of Non-Managed Accounts | $26,000 | 768 |
| Total fiduciary and related assets | $115,410,000 | 505 |
| Managed Assets ($) | $107,912,000 | 438 |
| Non-managed Assets ($) | $7,498,000 | 677 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 517 |
| 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 | $697,000 | 502 |
| 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 | $684,000 | 550 |
| 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 | $620,000 | 572 |
| 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 | $500,000 | 657 |
| 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 | $582,000 | 659 |
| 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 | $461,000 | 765 |
| 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 | $375,000 | 827 |
| 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 | $363,000 | 871 |
| 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 | $363,000 | 871 |