Home > First Bank, Upper Michigan > Fiduciary and Related Services
First Bank, Upper Michigan, 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 | $622,000 | 325 |
| Number of Managed Accounts | $516,000 | 314 |
| Number of Non-Managed Accounts | $106,000 | 250 |
| Total fiduciary and related assets | $678,841,000 | 304 |
| Managed Assets ($) | $527,322,000 | 294 |
| Non-managed Assets ($) | $151,519,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,371,000 | 320 |
| 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 | $617,000 | 278 |
| Number of Managed Accounts | $507,000 | 264 |
| Number of Non-Managed Accounts | $110,000 | 187 |
| Total fiduciary and related assets | $622,562,000 | 287 |
| Managed Assets ($) | $481,533,000 | 278 |
| Non-managed Assets ($) | $141,029,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,527,000 | 321 |
| 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 | $620,000 | 310 |
| Number of Managed Accounts | $517,000 | 297 |
| Number of Non-Managed Accounts | $103,000 | 214 |
| Total fiduciary and related assets | $636,955,000 | 299 |
| Managed Assets ($) | $494,589,000 | 293 |
| Non-managed Assets ($) | $142,366,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,651,000 | 315 |
| 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 | $615,000 | 289 |
| Number of Managed Accounts | $511,000 | 274 |
| Number of Non-Managed Accounts | $104,000 | 195 |
| Total fiduciary and related assets | $627,506,000 | 289 |
| Managed Assets ($) | $490,161,000 | 284 |
| Non-managed Assets ($) | $137,345,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 327 |
| 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 | $603,000 | 340 |
| Number of Managed Accounts | $500,000 | 324 |
| Number of Non-Managed Accounts | $103,000 | 256 |
| Total fiduciary and related assets | $592,155,000 | 315 |
| Managed Assets ($) | $460,127,000 | 309 |
| Non-managed Assets ($) | $132,028,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,307,000 | 328 |
| 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 | $600,000 | 302 |
| Number of Managed Accounts | $495,000 | 283 |
| Number of Non-Managed Accounts | $105,000 | 195 |
| Total fiduciary and related assets | $558,197,000 | 303 |
| Managed Assets ($) | $434,470,000 | 293 |
| Non-managed Assets ($) | $123,727,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,517,000 | 325 |
| 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 | $605,000 | 291 |
| Number of Managed Accounts | $498,000 | 282 |
| Number of Non-Managed Accounts | $107,000 | 188 |
| Total fiduciary and related assets | $586,525,000 | 276 |
| Managed Assets ($) | $452,495,000 | 268 |
| Non-managed Assets ($) | $134,030,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,702,000 | 289 |
| 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 | $608,000 | 265 |
| Number of Managed Accounts | $501,000 | 256 |
| Number of Non-Managed Accounts | $107,000 | 176 |
| Total fiduciary and related assets | $643,944,000 | 260 |
| Managed Assets ($) | $490,795,000 | 254 |
| Non-managed Assets ($) | $153,149,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $871,000 | 287 |
| 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 | $605,000 | 305 |
| Number of Managed Accounts | $495,000 | 292 |
| Number of Non-Managed Accounts | $110,000 | 230 |
| Total fiduciary and related assets | $673,195,000 | 278 |
| Managed Assets ($) | $514,386,000 | 271 |
| Non-managed Assets ($) | $158,809,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,420,000 | 288 |
| 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 | $614,000 | 263 |
| Number of Managed Accounts | $502,000 | 254 |
| Number of Non-Managed Accounts | $112,000 | 168 |
| Total fiduciary and related assets | $657,695,000 | 258 |
| Managed Assets ($) | $502,599,000 | 253 |
| Non-managed Assets ($) | $155,096,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,526,000 | 288 |
| 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 | $609,000 | 286 |
| Number of Managed Accounts | $490,000 | 282 |
| Number of Non-Managed Accounts | $119,000 | 174 |
| Total fiduciary and related assets | $659,995,000 | 269 |
| Managed Assets ($) | $497,590,000 | 269 |
| Non-managed Assets ($) | $162,405,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 289 |
| 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 | $610,000 | 263 |
| Number of Managed Accounts | $486,000 | 260 |
| Number of Non-Managed Accounts | $124,000 | 167 |
| Total fiduciary and related assets | $644,290,000 | 257 |
| Managed Assets ($) | $474,785,000 | 256 |
| Non-managed Assets ($) | $169,505,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 286 |
| 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 | $619,000 | 292 |
| Number of Managed Accounts | $491,000 | 288 |
| Number of Non-Managed Accounts | $128,000 | 216 |
| Total fiduciary and related assets | $626,626,000 | 266 |
| Managed Assets ($) | $459,995,000 | 274 |
| Non-managed Assets ($) | $166,631,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,104,000 | 281 |
| 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 | $623,000 | 257 |
| Number of Managed Accounts | $493,000 | 255 |
| Number of Non-Managed Accounts | $130,000 | 166 |
| Total fiduciary and related assets | $586,081,000 | 252 |
| Managed Assets ($) | $435,358,000 | 253 |
| Non-managed Assets ($) | $150,723,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,286,000 | 275 |
| 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 | $624,000 | 277 |
| Number of Managed Accounts | $493,000 | 274 |
| Number of Non-Managed Accounts | $131,000 | 175 |
| Total fiduciary and related assets | $559,749,000 | 274 |
| Managed Assets ($) | $413,281,000 | 271 |
| Non-managed Assets ($) | $146,468,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,514,000 | 276 |
| 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 | $629,000 | 257 |
| Number of Managed Accounts | $496,000 | 255 |
| Number of Non-Managed Accounts | $133,000 | 170 |
| Total fiduciary and related assets | $516,158,000 | 257 |
| Managed Assets ($) | $384,588,000 | 257 |
| Non-managed Assets ($) | $131,570,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 279 |
| 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 | $617,000 | 295 |
| Number of Managed Accounts | $485,000 | 290 |
| Number of Non-Managed Accounts | $132,000 | 227 |
| Total fiduciary and related assets | $577,385,000 | 271 |
| Managed Assets ($) | $424,289,000 | 273 |
| Non-managed Assets ($) | $153,096,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,840,000 | 290 |
| 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 | $625,000 | 259 |
| Number of Managed Accounts | $492,000 | 257 |
| Number of Non-Managed Accounts | $133,000 | 167 |
| Total fiduciary and related assets | $545,254,000 | 262 |
| Managed Assets ($) | $399,451,000 | 262 |
| Non-managed Assets ($) | $145,803,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 291 |
| 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 | $631,000 | 272 |
| Number of Managed Accounts | $497,000 | 272 |
| Number of Non-Managed Accounts | $134,000 | 171 |
| Total fiduciary and related assets | $486,762,000 | 286 |
| Managed Assets ($) | $340,817,000 | 297 |
| Non-managed Assets ($) | $145,945,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 301 |
| 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 | $634,000 | 274 |
| Number of Managed Accounts | $502,000 | 273 |
| Number of Non-Managed Accounts | $132,000 | 176 |
| Total fiduciary and related assets | $478,791,000 | 287 |
| Managed Assets ($) | $336,184,000 | 302 |
| Non-managed Assets ($) | $142,607,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 298 |
| 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 | $628,000 | 293 |
| Number of Managed Accounts | $497,000 | 288 |
| Number of Non-Managed Accounts | $131,000 | 227 |
| Total fiduciary and related assets | $444,925,000 | 295 |
| Managed Assets ($) | $311,456,000 | 302 |
| Non-managed Assets ($) | $133,469,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,614,000 | 303 |
| 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 | $610,000 | 274 |
| Number of Managed Accounts | $500,000 | 269 |
| Number of Non-Managed Accounts | $110,000 | 190 |
| Total fiduciary and related assets | $424,928,000 | 305 |
| Managed Assets ($) | $333,127,000 | 301 |
| Non-managed Assets ($) | $91,801,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,015,000 | 297 |
| 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 | $628,000 | 276 |
| Number of Managed Accounts | $513,000 | 267 |
| Number of Non-Managed Accounts | $115,000 | 192 |
| Total fiduciary and related assets | $420,900,000 | 307 |
| Managed Assets ($) | $330,925,000 | 301 |
| Non-managed Assets ($) | $89,975,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 304 |
| 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 | $632,000 | 279 |
| Number of Managed Accounts | $518,000 | 268 |
| Number of Non-Managed Accounts | $114,000 | 195 |
| Total fiduciary and related assets | $420,936,000 | 309 |
| Managed Assets ($) | $333,439,000 | 302 |
| Non-managed Assets ($) | $87,497,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 307 |
| 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 | $629,000 | 301 |
| Number of Managed Accounts | $517,000 | 278 |
| Number of Non-Managed Accounts | $112,000 | 257 |
| Total fiduciary and related assets | $425,202,000 | 309 |
| Managed Assets ($) | $337,247,000 | 300 |
| Non-managed Assets ($) | $87,955,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,772,000 | 288 |
| 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 | $325,000 | 351 |
| Number of Managed Accounts | $277,000 | 339 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $189,336,000 | 389 |
| Managed Assets ($) | $135,980,000 | 369 |
| Non-managed Assets ($) | $53,356,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 451 |
| 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 | $333,000 | 348 |
| Number of Managed Accounts | $285,000 | 333 |
| Number of Non-Managed Accounts | $48,000 | 265 |
| Total fiduciary and related assets | $187,402,000 | 389 |
| Managed Assets ($) | $139,783,000 | 368 |
| Non-managed Assets ($) | $47,619,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 451 |
| 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 | $347,000 | 347 |
| Number of Managed Accounts | $289,000 | 335 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $174,691,000 | 394 |
| Managed Assets ($) | $126,919,000 | 373 |
| Non-managed Assets ($) | $47,772,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $261,000 | 459 |
| 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 | $329,000 | 432 |
| Number of Managed Accounts | $295,000 | 382 |
| Number of Non-Managed Accounts | $34,000 | 501 |
| Total fiduciary and related assets | $192,727,000 | 438 |
| Managed Assets ($) | $133,406,000 | 440 |
| Non-managed Assets ($) | $59,321,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,072,000 | 444 |
| 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 | $328,000 | 356 |
| Number of Managed Accounts | $292,000 | 330 |
| Number of Non-Managed Accounts | $36,000 | 297 |
| Total fiduciary and related assets | $193,042,000 | 391 |
| Managed Assets ($) | $135,763,000 | 368 |
| Non-managed Assets ($) | $57,279,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $800,000 | 444 |
| 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 | $342,000 | 354 |
| Number of Managed Accounts | $292,000 | 329 |
| Number of Non-Managed Accounts | $50,000 | 274 |
| Total fiduciary and related assets | $189,127,000 | 395 |
| Managed Assets ($) | $133,891,000 | 370 |
| Non-managed Assets ($) | $55,236,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 445 |
| 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 | $335,000 | 357 |
| Number of Managed Accounts | $296,000 | 330 |
| Number of Non-Managed Accounts | $39,000 | 289 |
| Total fiduciary and related assets | $189,546,000 | 393 |
| Managed Assets ($) | $131,771,000 | 370 |
| Non-managed Assets ($) | $57,775,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 444 |
| 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 | $340,000 | 437 |
| Number of Managed Accounts | $299,000 | 387 |
| Number of Non-Managed Accounts | $41,000 | 484 |
| Total fiduciary and related assets | $192,610,000 | 434 |
| Managed Assets ($) | $134,920,000 | 441 |
| Non-managed Assets ($) | $57,690,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 446 |
| 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 | $354,000 | 348 |
| Number of Managed Accounts | $300,000 | 328 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $190,718,000 | 391 |
| Managed Assets ($) | $135,349,000 | 368 |
| Non-managed Assets ($) | $55,369,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 449 |
| 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 | $351,000 | 351 |
| Number of Managed Accounts | $302,000 | 329 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $196,185,000 | 395 |
| Managed Assets ($) | $141,911,000 | 368 |
| Non-managed Assets ($) | $54,274,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 456 |
| 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 | $347,000 | 356 |
| Number of Managed Accounts | $298,000 | 332 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $198,760,000 | 396 |
| Managed Assets ($) | $143,472,000 | 369 |
| Non-managed Assets ($) | $55,288,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $269,000 | 459 |
| 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 | $339,000 | 449 |
| Number of Managed Accounts | $288,000 | 400 |
| Number of Non-Managed Accounts | $51,000 | 454 |
| Total fiduciary and related assets | $193,705,000 | 437 |
| Managed Assets ($) | $138,192,000 | 441 |
| Non-managed Assets ($) | $55,513,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 461 |
| 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 | $339,000 | 359 |
| Number of Managed Accounts | $290,000 | 335 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $189,354,000 | 393 |
| Managed Assets ($) | $135,149,000 | 368 |
| Non-managed Assets ($) | $54,205,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 461 |
| 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 | $334,000 | 362 |
| Number of Managed Accounts | $288,000 | 338 |
| Number of Non-Managed Accounts | $46,000 | 280 |
| Total fiduciary and related assets | $191,594,000 | 392 |
| Managed Assets ($) | $135,693,000 | 368 |
| Non-managed Assets ($) | $55,901,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 465 |
| 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 | $336,000 | 366 |
| Number of Managed Accounts | $290,000 | 342 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $184,995,000 | 397 |
| Managed Assets ($) | $131,961,000 | 374 |
| Non-managed Assets ($) | $53,034,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $253,000 | 469 |
| 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 | $326,000 | 465 |
| Number of Managed Accounts | $289,000 | 404 |
| Number of Non-Managed Accounts | $37,000 | 529 |
| Total fiduciary and related assets | $142,458,000 | 494 |
| Managed Assets ($) | $128,908,000 | 447 |
| Non-managed Assets ($) | $13,550,000 | 552 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 463 |
| 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 | $728,000 | 465 |
| 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 | $487,000 | 464 |
| 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 | $239,000 | 473 |
| 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 | $321,000 | 470 |
| Number of Managed Accounts | $289,000 | 403 |
| Number of Non-Managed Accounts | $32,000 | 585 |
| Total fiduciary and related assets | $136,951,000 | 499 |
| Managed Assets ($) | $125,424,000 | 433 |
| Non-managed Assets ($) | $11,527,000 | 577 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 469 |
| 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 | $691,000 | 466 |
| 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 | $459,000 | 467 |
| 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 | $228,000 | 474 |
| 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 | $319,000 | 470 |
| Number of Managed Accounts | $287,000 | 394 |
| Number of Non-Managed Accounts | $32,000 | 592 |
| Total fiduciary and related assets | $131,305,000 | 494 |
| Managed Assets ($) | $120,674,000 | 430 |
| Non-managed Assets ($) | $10,631,000 | 594 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 425 |
| 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 | $672,000 | 420 |
| 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 | $450,000 | 422 |
| 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 | $222,000 | 432 |
| 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 | $316,000 | 484 |
| Number of Managed Accounts | $296,000 | 399 |
| Number of Non-Managed Accounts | $20,000 | 742 |
| Total fiduciary and related assets | $127,018,000 | 512 |
| Managed Assets ($) | $120,384,000 | 441 |
| Non-managed Assets ($) | $6,634,000 | 696 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 443 |
| 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 | $601,000 | 440 |
| 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 | $410,000 | 445 |
| 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 | $206,000 | 455 |
| 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 | $302,000 | 506 |
| Number of Managed Accounts | $281,000 | 401 |
| Number of Non-Managed Accounts | $21,000 | 753 |
| Total fiduciary and related assets | $121,376,000 | 525 |
| Managed Assets ($) | $114,978,000 | 442 |
| Non-managed Assets ($) | $6,398,000 | 703 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 452 |
| 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 | $562,000 | 455 |
| 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 | $376,000 | 454 |
| 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 | $194,000 | 450 |
| 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 | $314,000 | 506 |
| Number of Managed Accounts | $314,000 | 386 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $117,049,000 | 521 |
| Managed Assets ($) | $117,049,000 | 426 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $897,000 | 435 |
| 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 | $689,000 | 434 |
| 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 | $475,000 | 436 |
| 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 | $241,000 | 429 |
| 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 | $341,000 | 486 |
| Number of Managed Accounts | $341,000 | 367 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $150,206,000 | 508 |
| Managed Assets ($) | $150,206,000 | 414 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 453 |
| 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 | $638,000 | 458 |
| 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 | $422,000 | 467 |
| 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 | $215,000 | 464 |
| 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 | $337,000 | 473 |
| Number of Managed Accounts | $326,000 | 369 |
| Number of Non-Managed Accounts | $11,000 | 924 |
| Total fiduciary and related assets | $136,328,000 | 510 |
| Managed Assets ($) | $134,373,000 | 430 |
| Non-managed Assets ($) | $1,955,000 | 928 |
| Memoranda | ||
| Gross Fiduciary activities income | $764,000 | 473 |
| 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 | $578,000 | 472 |
| 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 | $383,000 | 483 |
| 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 | $198,000 | 478 |
| 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 | $350,000 | 481 |
| Number of Managed Accounts | $335,000 | 379 |
| Number of Non-Managed Accounts | $15,000 | 900 |
| Total fiduciary and related assets | $124,360,000 | 534 |
| Managed Assets ($) | $114,525,000 | 459 |
| Non-managed Assets ($) | $9,835,000 | 652 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 477 |
| 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 | $552,000 | 468 |
| 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 | $370,000 | 464 |
| 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 | $190,000 | 464 |
| 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 | $314,000 | 518 |
| Number of Managed Accounts | $301,000 | 401 |
| Number of Non-Managed Accounts | $13,000 | 924 |
| Total fiduciary and related assets | $115,351,000 | 539 |
| Managed Assets ($) | $109,827,000 | 459 |
| Non-managed Assets ($) | $5,524,000 | 762 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 446 |
| 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 | $560,000 | 444 |
| 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 | $378,000 | 439 |
| 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 | $167,000 | 482 |
| 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 | $301,000 | 539 |
| Number of Managed Accounts | $290,000 | 418 |
| Number of Non-Managed Accounts | $11,000 | 981 |
| Total fiduciary and related assets | $91,902,000 | 595 |
| Managed Assets ($) | $88,516,000 | 495 |
| Non-managed Assets ($) | $3,386,000 | 884 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 506 |
| 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 | $441,000 | 517 |
| 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 | $289,000 | 524 |
| 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 | $138,000 | 548 |
| 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 | $269,000 | 605 |
| Number of Managed Accounts | $260,000 | 471 |
| Number of Non-Managed Accounts | $9,000 | 1,042 |
| Total fiduciary and related assets | $78,614,000 | 635 |
| Managed Assets ($) | $76,093,000 | 533 |
| Non-managed Assets ($) | $2,521,000 | 942 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 538 |
| 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 | $251,000 | 594 |
| Number of Managed Accounts | $239,000 | 472 |
| Number of Non-Managed Accounts | $12,000 | 940 |
| Total fiduciary and related assets | $79,844,000 | 603 |
| Managed Assets ($) | $73,446,000 | 523 |
| Non-managed Assets ($) | $6,398,000 | 714 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000 | 613 |
| 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 |