Home > First State Bank & Trust > Fiduciary and Related Services
First State Bank & Trust, 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 | $452,000 | 382 |
| Number of Managed Accounts | $367,000 | 366 |
| Number of Non-Managed Accounts | $85,000 | 285 |
| Total fiduciary and related assets | $413,451,000 | 373 |
| Managed Assets ($) | $367,900,000 | 345 |
| Non-managed Assets ($) | $45,551,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,655,000 | 355 |
| 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 | $461,000 | 307 |
| Number of Managed Accounts | $375,000 | 289 |
| Number of Non-Managed Accounts | $86,000 | 207 |
| Total fiduciary and related assets | $400,199,000 | 329 |
| Managed Assets ($) | $357,721,000 | 303 |
| Non-managed Assets ($) | $42,478,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,045,000 | 350 |
| 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 | $463,000 | 353 |
| Number of Managed Accounts | $401,000 | 329 |
| Number of Non-Managed Accounts | $62,000 | 260 |
| Total fiduciary and related assets | $402,096,000 | 365 |
| Managed Assets ($) | $389,922,000 | 324 |
| Non-managed Assets ($) | $12,174,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 336 |
| 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 | $474,000 | 315 |
| Number of Managed Accounts | $409,000 | 295 |
| Number of Non-Managed Accounts | $65,000 | 237 |
| Total fiduciary and related assets | $406,231,000 | 335 |
| Managed Assets ($) | $394,542,000 | 300 |
| Non-managed Assets ($) | $11,689,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $775,000 | 339 |
| 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 | $473,000 | 386 |
| Number of Managed Accounts | $408,000 | 357 |
| Number of Non-Managed Accounts | $65,000 | 334 |
| Total fiduciary and related assets | $388,476,000 | 382 |
| Managed Assets ($) | $375,937,000 | 340 |
| Non-managed Assets ($) | $12,539,000 | 523 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,041,000 | 342 |
| 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 | $468,000 | 323 |
| Number of Managed Accounts | $403,000 | 304 |
| Number of Non-Managed Accounts | $65,000 | 238 |
| Total fiduciary and related assets | $383,557,000 | 336 |
| Managed Assets ($) | $370,067,000 | 309 |
| Non-managed Assets ($) | $13,490,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,044,000 | 355 |
| 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 | $470,000 | 327 |
| Number of Managed Accounts | $406,000 | 308 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $390,162,000 | 330 |
| Managed Assets ($) | $376,124,000 | 296 |
| Non-managed Assets ($) | $14,038,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 340 |
| 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 | $469,000 | 287 |
| Number of Managed Accounts | $407,000 | 273 |
| Number of Non-Managed Accounts | $62,000 | 217 |
| Total fiduciary and related assets | $408,956,000 | 299 |
| Managed Assets ($) | $393,798,000 | 276 |
| Non-managed Assets ($) | $15,158,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,000 | 320 |
| 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 | $470,000 | 351 |
| Number of Managed Accounts | $407,000 | 324 |
| Number of Non-Managed Accounts | $63,000 | 321 |
| Total fiduciary and related assets | $421,096,000 | 336 |
| Managed Assets ($) | $405,600,000 | 303 |
| Non-managed Assets ($) | $15,496,000 | 471 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 368 |
| 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 | $444,000 | 290 |
| Number of Managed Accounts | $381,000 | 274 |
| Number of Non-Managed Accounts | $63,000 | 221 |
| Total fiduciary and related assets | $416,501,000 | 297 |
| Managed Assets ($) | $403,028,000 | 272 |
| Non-managed Assets ($) | $13,473,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 368 |
| 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 | $445,000 | 325 |
| Number of Managed Accounts | $383,000 | 308 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $419,210,000 | 327 |
| Managed Assets ($) | $405,687,000 | 292 |
| Non-managed Assets ($) | $13,523,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 381 |
| 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 | $447,000 | 293 |
| Number of Managed Accounts | $382,000 | 275 |
| Number of Non-Managed Accounts | $65,000 | 217 |
| Total fiduciary and related assets | $398,196,000 | 297 |
| Managed Assets ($) | $385,381,000 | 275 |
| Non-managed Assets ($) | $12,815,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 377 |
| 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 | $446,000 | 355 |
| Number of Managed Accounts | $383,000 | 327 |
| Number of Non-Managed Accounts | $63,000 | 330 |
| Total fiduciary and related assets | $400,403,000 | 329 |
| Managed Assets ($) | $387,994,000 | 293 |
| Non-managed Assets ($) | $12,409,000 | 509 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,174,000 | 331 |
| 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 | $446,000 | 289 |
| Number of Managed Accounts | $385,000 | 274 |
| Number of Non-Managed Accounts | $61,000 | 229 |
| Total fiduciary and related assets | $395,419,000 | 292 |
| Managed Assets ($) | $384,207,000 | 265 |
| Non-managed Assets ($) | $11,212,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 322 |
| 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 | $457,000 | 319 |
| Number of Managed Accounts | $394,000 | 303 |
| Number of Non-Managed Accounts | $63,000 | 239 |
| Total fiduciary and related assets | $388,661,000 | 319 |
| Managed Assets ($) | $377,897,000 | 282 |
| Non-managed Assets ($) | $10,764,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 315 |
| 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 | $588,000 | 264 |
| Number of Managed Accounts | $525,000 | 253 |
| Number of Non-Managed Accounts | $63,000 | 224 |
| Total fiduciary and related assets | $419,669,000 | 278 |
| Managed Assets ($) | $410,044,000 | 248 |
| Non-managed Assets ($) | $9,625,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 302 |
| 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 | $578,000 | 308 |
| Number of Managed Accounts | $522,000 | 281 |
| Number of Non-Managed Accounts | $56,000 | 374 |
| Total fiduciary and related assets | $438,173,000 | 307 |
| Managed Assets ($) | $426,948,000 | 271 |
| Non-managed Assets ($) | $11,225,000 | 522 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 304 |
| 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 | $572,000 | 267 |
| Number of Managed Accounts | $516,000 | 252 |
| Number of Non-Managed Accounts | $56,000 | 236 |
| Total fiduciary and related assets | $415,409,000 | 288 |
| Managed Assets ($) | $404,750,000 | 260 |
| Non-managed Assets ($) | $10,659,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000 | 296 |
| 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 | $599,000 | 279 |
| Number of Managed Accounts | $541,000 | 263 |
| Number of Non-Managed Accounts | $58,000 | 244 |
| Total fiduciary and related assets | $415,304,000 | 306 |
| Managed Assets ($) | $403,071,000 | 274 |
| Non-managed Assets ($) | $12,233,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,434,000 | 288 |
| 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 | $584,000 | 287 |
| Number of Managed Accounts | $529,000 | 265 |
| Number of Non-Managed Accounts | $55,000 | 254 |
| Total fiduciary and related assets | $415,279,000 | 303 |
| Managed Assets ($) | $401,350,000 | 272 |
| Non-managed Assets ($) | $13,929,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 291 |
| 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 | $574,000 | 315 |
| Number of Managed Accounts | $518,000 | 278 |
| Number of Non-Managed Accounts | $56,000 | 381 |
| Total fiduciary and related assets | $405,423,000 | 304 |
| Managed Assets ($) | $392,489,000 | 264 |
| Non-managed Assets ($) | $12,934,000 | 508 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 362 |
| 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 | $572,000 | 288 |
| Number of Managed Accounts | $514,000 | 265 |
| Number of Non-Managed Accounts | $58,000 | 243 |
| Total fiduciary and related assets | $412,778,000 | 310 |
| Managed Assets ($) | $397,524,000 | 272 |
| Non-managed Assets ($) | $15,254,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,354,000 | 368 |
| 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 | $577,000 | 288 |
| Number of Managed Accounts | $522,000 | 266 |
| Number of Non-Managed Accounts | $55,000 | 260 |
| Total fiduciary and related assets | $402,581,000 | 315 |
| Managed Assets ($) | $387,656,000 | 272 |
| Non-managed Assets ($) | $14,925,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 376 |
| 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 | $575,000 | 290 |
| Number of Managed Accounts | $519,000 | 267 |
| Number of Non-Managed Accounts | $56,000 | 259 |
| Total fiduciary and related assets | $454,568,000 | 298 |
| Managed Assets ($) | $440,075,000 | 253 |
| Non-managed Assets ($) | $14,493,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 380 |
| 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 | $563,000 | 317 |
| Number of Managed Accounts | $509,000 | 282 |
| Number of Non-Managed Accounts | $54,000 | 398 |
| Total fiduciary and related assets | $441,286,000 | 302 |
| Managed Assets ($) | $426,569,000 | 265 |
| Non-managed Assets ($) | $14,717,000 | 505 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000 | 364 |
| 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 | $549,000 | 290 |
| Number of Managed Accounts | $496,000 | 268 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $431,581,000 | 305 |
| Managed Assets ($) | $417,026,000 | 265 |
| Non-managed Assets ($) | $14,555,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,254,000 | 373 |
| 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 | $843,000 | 242 |
| Number of Managed Accounts | $735,000 | 222 |
| Number of Non-Managed Accounts | $108,000 | 196 |
| Total fiduciary and related assets | $433,681,000 | 298 |
| Managed Assets ($) | $421,249,000 | 258 |
| Non-managed Assets ($) | $12,432,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 373 |
| 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 | $828,000 | 245 |
| Number of Managed Accounts | $724,000 | 222 |
| Number of Non-Managed Accounts | $104,000 | 193 |
| Total fiduciary and related assets | $436,914,000 | 299 |
| Managed Assets ($) | $424,385,000 | 258 |
| Non-managed Assets ($) | $12,529,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 356 |
| 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 | $828,000 | 251 |
| Number of Managed Accounts | $727,000 | 220 |
| Number of Non-Managed Accounts | $101,000 | 269 |
| Total fiduciary and related assets | $425,608,000 | 295 |
| Managed Assets ($) | $413,229,000 | 257 |
| Non-managed Assets ($) | $12,379,000 | 533 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,077,000 | 328 |
| 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 | $815,000 | 243 |
| Number of Managed Accounts | $714,000 | 219 |
| Number of Non-Managed Accounts | $101,000 | 196 |
| Total fiduciary and related assets | $436,547,000 | 289 |
| Managed Assets ($) | $424,104,000 | 251 |
| Non-managed Assets ($) | $12,443,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,737,000 | 308 |
| 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 | $882,000 | 233 |
| Number of Managed Accounts | $780,000 | 209 |
| Number of Non-Managed Accounts | $102,000 | 201 |
| Total fiduciary and related assets | $450,674,000 | 287 |
| Managed Assets ($) | $438,507,000 | 247 |
| Non-managed Assets ($) | $12,167,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000 | 342 |
| 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 | $862,000 | 235 |
| Number of Managed Accounts | $762,000 | 210 |
| Number of Non-Managed Accounts | $100,000 | 201 |
| Total fiduciary and related assets | $446,391,000 | 283 |
| Managed Assets ($) | $434,953,000 | 242 |
| Non-managed Assets ($) | $11,438,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000 | 353 |
| 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 | $907,000 | 236 |
| Number of Managed Accounts | $800,000 | 206 |
| Number of Non-Managed Accounts | $107,000 | 266 |
| Total fiduciary and related assets | $441,921,000 | 282 |
| Managed Assets ($) | $430,629,000 | 244 |
| Non-managed Assets ($) | $11,292,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 355 |
| 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 | $903,000 | 227 |
| Number of Managed Accounts | $796,000 | 204 |
| Number of Non-Managed Accounts | $107,000 | 195 |
| Total fiduciary and related assets | $438,936,000 | 280 |
| Managed Assets ($) | $427,182,000 | 241 |
| Non-managed Assets ($) | $11,754,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,405,000 | 350 |
| 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 | $891,000 | 232 |
| Number of Managed Accounts | $785,000 | 208 |
| Number of Non-Managed Accounts | $106,000 | 193 |
| Total fiduciary and related assets | $449,448,000 | 285 |
| Managed Assets ($) | $436,541,000 | 247 |
| Non-managed Assets ($) | $12,907,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 331 |
| 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 | $878,000 | 234 |
| Number of Managed Accounts | $773,000 | 208 |
| Number of Non-Managed Accounts | $105,000 | 193 |
| Total fiduciary and related assets | $443,180,000 | 289 |
| Managed Assets ($) | $429,813,000 | 249 |
| Non-managed Assets ($) | $13,367,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 310 |
| 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 | $855,000 | 245 |
| Number of Managed Accounts | $752,000 | 215 |
| Number of Non-Managed Accounts | $103,000 | 284 |
| Total fiduciary and related assets | $443,198,000 | 291 |
| Managed Assets ($) | $429,810,000 | 247 |
| Non-managed Assets ($) | $13,388,000 | 556 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,169,000 | 324 |
| 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 | $832,000 | 240 |
| Number of Managed Accounts | $732,000 | 217 |
| Number of Non-Managed Accounts | $100,000 | 200 |
| Total fiduciary and related assets | $246,418,000 | 381 |
| Managed Assets ($) | $233,390,000 | 334 |
| Non-managed Assets ($) | $13,028,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,640,000 | 319 |
| 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 | $600,000 | 291 |
| Number of Managed Accounts | $538,000 | 263 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $212,707,000 | 389 |
| Managed Assets ($) | $206,335,000 | 352 |
| Non-managed Assets ($) | $6,372,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,030,000 | 328 |
| 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 | $595,000 | 293 |
| Number of Managed Accounts | $532,000 | 267 |
| Number of Non-Managed Accounts | $63,000 | 247 |
| Total fiduciary and related assets | $206,985,000 | 392 |
| Managed Assets ($) | $201,000,000 | 358 |
| Non-managed Assets ($) | $5,985,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 295 |
| 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 | $583,000 | 321 |
| Number of Managed Accounts | $519,000 | 282 |
| Number of Non-Managed Accounts | $64,000 | 401 |
| Total fiduciary and related assets | $178,852,000 | 447 |
| Managed Assets ($) | $172,976,000 | 389 |
| Non-managed Assets ($) | $5,876,000 | 699 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,141,000 | 314 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 304 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 298 |
| 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 | $653,000 | 278 |
| 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 | $551,000 | 334 |
| Number of Managed Accounts | $495,000 | 283 |
| Number of Non-Managed Accounts | $56,000 | 454 |
| Total fiduciary and related assets | $128,199,000 | 519 |
| Managed Assets ($) | $123,416,000 | 435 |
| Non-managed Assets ($) | $4,783,000 | 725 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 387 |
| 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 | $635,000 | 270 |
| Number of Managed Accounts | $583,000 | 236 |
| Number of Non-Managed Accounts | $52,000 | 258 |
| Total fiduciary and related assets | $124,557,000 | 369 |
| Managed Assets ($) | $120,009,000 | 343 |
| Non-managed Assets ($) | $4,548,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $897,000 | 408 |
| 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 | $630,000 | 268 |
| Number of Managed Accounts | $580,000 | 234 |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Total fiduciary and related assets | $116,231,000 | 370 |
| Managed Assets ($) | $112,116,000 | 344 |
| Non-managed Assets ($) | $4,115,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $557,000 | 419 |
| 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 | $598,000 | 276 |
| Number of Managed Accounts | $549,000 | 237 |
| Number of Non-Managed Accounts | $49,000 | 260 |
| Total fiduciary and related assets | $116,384,000 | 371 |
| Managed Assets ($) | $112,276,000 | 344 |
| Non-managed Assets ($) | $4,108,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 419 |
| 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 | $606,000 | 314 |
| Number of Managed Accounts | $556,000 | 256 |
| Number of Non-Managed Accounts | $50,000 | 490 |
| Total fiduciary and related assets | $113,501,000 | 520 |
| Managed Assets ($) | $109,185,000 | 453 |
| Non-managed Assets ($) | $4,316,000 | 736 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 350 |
| 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 | $1,014,000 | 336 |
| 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 | $685,000 | 342 |
| 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 | $403,000 | 308 |
| 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 | $545,000 | 344 |
| Number of Managed Accounts | $503,000 | 276 |
| Number of Non-Managed Accounts | $42,000 | 556 |
| Total fiduciary and related assets | $132,360,000 | 498 |
| Managed Assets ($) | $127,979,000 | 423 |
| Non-managed Assets ($) | $4,381,000 | 772 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 400 |
| 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 | $767,000 | 391 |
| 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 | $438,000 | 426 |
| 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 | $232,000 | 421 |
| 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 | $523,000 | 363 |
| Number of Managed Accounts | $484,000 | 285 |
| Number of Non-Managed Accounts | $39,000 | 584 |
| Total fiduciary and related assets | $123,497,000 | 519 |
| Managed Assets ($) | $119,466,000 | 430 |
| Non-managed Assets ($) | $4,031,000 | 784 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 451 |
| 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 | $571,000 | 451 |
| 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 | $380,000 | 451 |
| 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 | $461,000 | 399 |
| Number of Managed Accounts | $426,000 | 315 |
| Number of Non-Managed Accounts | $35,000 | 620 |
| Total fiduciary and related assets | $105,026,000 | 541 |
| Managed Assets ($) | $101,246,000 | 460 |
| Non-managed Assets ($) | $3,780,000 | 765 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 471 |
| 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 | $539,000 | 490 |
| 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 | $327,000 | 527 |
| 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 | $177,000 | 510 |
| 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 | $445,000 | 413 |
| Number of Managed Accounts | $410,000 | 322 |
| Number of Non-Managed Accounts | $35,000 | 636 |
| Total fiduciary and related assets | $118,021,000 | 561 |
| Managed Assets ($) | $113,834,000 | 479 |
| Non-managed Assets ($) | $4,187,000 | 793 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 510 |
| 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 | $433,000 | 324 |
| Number of Managed Accounts | $403,000 | 280 |
| Number of Non-Managed Accounts | $30,000 | 315 |
| Total fiduciary and related assets | $127,016,000 | 387 |
| Managed Assets ($) | $122,874,000 | 353 |
| Non-managed Assets ($) | $4,142,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 517 |
| 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 | $423,000 | 333 |
| Number of Managed Accounts | $396,000 | 286 |
| Number of Non-Managed Accounts | $27,000 | 329 |
| Total fiduciary and related assets | $118,704,000 | 398 |
| Managed Assets ($) | $114,727,000 | 364 |
| Non-managed Assets ($) | $3,977,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 516 |
| 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 | $424,000 | 331 |
| Number of Managed Accounts | $397,000 | 287 |
| Number of Non-Managed Accounts | $27,000 | 329 |
| Total fiduciary and related assets | $115,213,000 | 399 |
| Managed Assets ($) | $111,583,000 | 363 |
| Non-managed Assets ($) | $3,630,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,000 | 501 |
| 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 | $413,000 | 424 |
| Number of Managed Accounts | $386,000 | 333 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $91,561,000 | 626 |
| Managed Assets ($) | $87,957,000 | 539 |
| Non-managed Assets ($) | $3,604,000 | 821 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 464 |
| 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 | $407,000 | 332 |
| Number of Managed Accounts | $381,000 | 287 |
| Number of Non-Managed Accounts | $26,000 | 329 |
| Total fiduciary and related assets | $140,845,000 | 376 |
| Managed Assets ($) | $136,295,000 | 336 |
| Non-managed Assets ($) | $4,550,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 453 |
| 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 | $400,000 | 336 |
| Number of Managed Accounts | $372,000 | 293 |
| Number of Non-Managed Accounts | $28,000 | 332 |
| Total fiduciary and related assets | $143,434,000 | 380 |
| Managed Assets ($) | $138,297,000 | 337 |
| Non-managed Assets ($) | $5,137,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 460 |
| 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 | $396,000 | 339 |
| Number of Managed Accounts | $369,000 | 298 |
| Number of Non-Managed Accounts | $27,000 | 335 |
| Total fiduciary and related assets | $149,996,000 | 383 |
| Managed Assets ($) | $144,882,000 | 342 |
| Non-managed Assets ($) | $5,114,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 421 |
| 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 | $376,000 | 462 |
| Number of Managed Accounts | $350,000 | 369 |
| Number of Non-Managed Accounts | $26,000 | 757 |
| Total fiduciary and related assets | $158,274,000 | 475 |
| Managed Assets ($) | $153,433,000 | 394 |
| Non-managed Assets ($) | $4,841,000 | 789 |
| Memoranda | ||
| Gross Fiduciary activities income | $667,000 | 502 |
| 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 | $370,000 | 338 |
| Number of Managed Accounts | $345,000 | 299 |
| Number of Non-Managed Accounts | $25,000 | 330 |
| Total fiduciary and related assets | $152,280,000 | 375 |
| Managed Assets ($) | $147,407,000 | 332 |
| Non-managed Assets ($) | $4,873,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $504,000 | 493 |
| 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 | $359,000 | 352 |
| Number of Managed Accounts | $334,000 | 307 |
| Number of Non-Managed Accounts | $25,000 | 346 |
| Total fiduciary and related assets | $150,015,000 | 389 |
| Managed Assets ($) | $145,388,000 | 344 |
| Non-managed Assets ($) | $4,627,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 492 |
| 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 | $356,000 | 354 |
| Number of Managed Accounts | $331,000 | 310 |
| Number of Non-Managed Accounts | $25,000 | 346 |
| Total fiduciary and related assets | $145,796,000 | 390 |
| Managed Assets ($) | $141,342,000 | 348 |
| Non-managed Assets ($) | $4,454,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 487 |
| 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 | $285,000 | 547 |
| Number of Managed Accounts | $260,000 | 445 |
| Number of Non-Managed Accounts | $25,000 | 776 |
| Total fiduciary and related assets | $144,222,000 | 478 |
| Managed Assets ($) | $139,701,000 | 398 |
| Non-managed Assets ($) | $4,521,000 | 807 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 487 |
| 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 | $292,000 | 358 |
| Number of Managed Accounts | $268,000 | 318 |
| Number of Non-Managed Accounts | $24,000 | 344 |
| Total fiduciary and related assets | $146,580,000 | 378 |
| Managed Assets ($) | $142,252,000 | 331 |
| Non-managed Assets ($) | $4,328,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 484 |
| 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 | $289,000 | 366 |
| Number of Managed Accounts | $266,000 | 324 |
| Number of Non-Managed Accounts | $23,000 | 358 |
| Total fiduciary and related assets | $142,874,000 | 387 |
| Managed Assets ($) | $138,622,000 | 340 |
| Non-managed Assets ($) | $4,252,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 473 |
| 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 | $280,000 | 370 |
| Number of Managed Accounts | $270,000 | 326 |
| Number of Non-Managed Accounts | $10,000 | 392 |
| Total fiduciary and related assets | $139,301,000 | 393 |
| Managed Assets ($) | $136,718,000 | 348 |
| Non-managed Assets ($) | $2,583,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $178,000 | 465 |
| 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 | $278,000 | 563 |
| Number of Managed Accounts | $270,000 | 439 |
| Number of Non-Managed Accounts | $8,000 | 1,055 |
| Total fiduciary and related assets | $137,912,000 | 485 |
| Managed Assets ($) | $135,425,000 | 405 |
| Non-managed Assets ($) | $2,487,000 | 938 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 500 |
| 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 | $287,000 | 382 |
| Number of Managed Accounts | $284,000 | 330 |
| Number of Non-Managed Accounts | $3,000 | 417 |
| Total fiduciary and related assets | $134,444,000 | 397 |
| Managed Assets ($) | $134,245,000 | 344 |
| Non-managed Assets ($) | $199,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 502 |
| 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 | $288,000 | 384 |
| Number of Managed Accounts | $285,000 | 332 |
| Number of Non-Managed Accounts | $3,000 | 424 |
| Total fiduciary and related assets | $137,156,000 | 395 |
| Managed Assets ($) | $136,970,000 | 346 |
| Non-managed Assets ($) | $186,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 533 |
| 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 | $292,000 | 397 |
| Number of Managed Accounts | $288,000 | 342 |
| Number of Non-Managed Accounts | $4,000 | 430 |
| Total fiduciary and related assets | $131,124,000 | 406 |
| Managed Assets ($) | $130,483,000 | 357 |
| Non-managed Assets ($) | $641,000 | 444 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,000 | 539 |
| 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 | $301,000 | 568 |
| Number of Managed Accounts | $296,000 | 438 |
| Number of Non-Managed Accounts | $5,000 | 1,155 |
| Total fiduciary and related assets | $131,567,000 | 502 |
| Managed Assets ($) | $131,359,000 | 415 |
| Non-managed Assets ($) | $208,000 | 1,307 |
| Memoranda | ||
| Gross Fiduciary activities income | $627,000 | 499 |
| 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 | $305,000 | 531 |
| Number of Managed Accounts | $302,000 | 406 |
| Number of Non-Managed Accounts | $3,000 | 1,175 |
| Total fiduciary and related assets | $144,937,000 | 451 |
| Managed Assets ($) | $144,841,000 | 384 |
| Non-managed Assets ($) | $96,000 | 1,303 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 508 |
| 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 | $665,000 | 515 |
| 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 | $624,000 | 577 |
| 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 | $591,000 | 586 |
| 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 | $525,000 | 636 |
| 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 | $482,000 | 721 |
| 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 | $440,000 | 781 |
| 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 | $423,000 | 794 |
| 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 | $356,000 | 883 |