Home > Salisbury Bank and Trust Company > Fiduciary and Related Services
Salisbury Bank and Trust Company, Fiduciary and Related Services
| 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 | $752,000 | 280 |
| Number of Managed Accounts | $716,000 | 251 |
| Number of Non-Managed Accounts | $36,000 | 314 |
| Total fiduciary and related assets | $669,670,000 | 292 |
| Managed Assets ($) | $638,103,000 | 260 |
| Non-managed Assets ($) | $31,567,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,483,000 | 257 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,153,000 | 277 |
| 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 | $767,000 | 289 |
| Number of Managed Accounts | $729,000 | 260 |
| Number of Non-Managed Accounts | $38,000 | 449 |
| Total fiduciary and related assets | $591,956,000 | 316 |
| Managed Assets ($) | $561,049,000 | 282 |
| Non-managed Assets ($) | $30,907,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,887,000 | 270 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,762,000 | 266 |
| 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 | $750,000 | 253 |
| Number of Managed Accounts | $714,000 | 235 |
| Number of Non-Managed Accounts | $36,000 | 299 |
| Total fiduciary and related assets | $575,586,000 | 281 |
| Managed Assets ($) | $546,506,000 | 249 |
| Non-managed Assets ($) | $29,080,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,533,000 | 235 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 237 |
| 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 | $742,000 | 267 |
| Number of Managed Accounts | $703,000 | 243 |
| Number of Non-Managed Accounts | $39,000 | 434 |
| Total fiduciary and related assets | $689,942,000 | 274 |
| Managed Assets ($) | $657,789,000 | 245 |
| Non-managed Assets ($) | $32,153,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,970,000 | 238 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,685,000 | 236 |
| 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 | $729,000 | 262 |
| Number of Managed Accounts | $689,000 | 244 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $643,787,000 | 275 |
| Managed Assets ($) | $614,313,000 | 243 |
| Non-managed Assets ($) | $29,474,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,399,000 | 236 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,146,000 | 240 |
| 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 | $705,000 | 274 |
| Number of Managed Accounts | $666,000 | 249 |
| Number of Non-Managed Accounts | $39,000 | 436 |
| Total fiduciary and related assets | $577,725,000 | 280 |
| Managed Assets ($) | $554,998,000 | 249 |
| Non-managed Assets ($) | $22,727,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,194,000 | 240 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,129,000 | 237 |
| 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 | $709,000 | 262 |
| Number of Managed Accounts | $670,000 | 242 |
| Number of Non-Managed Accounts | $39,000 | 286 |
| Total fiduciary and related assets | $497,209,000 | 287 |
| Managed Assets ($) | $480,456,000 | 256 |
| Non-managed Assets ($) | $16,753,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,061,000 | 236 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,030,000 | 236 |
| 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 | $702,000 | 274 |
| Number of Managed Accounts | $664,000 | 245 |
| Number of Non-Managed Accounts | $38,000 | 463 |
| Total fiduciary and related assets | $514,047,000 | 284 |
| Managed Assets ($) | $498,736,000 | 251 |
| Non-managed Assets ($) | $15,311,000 | 475 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,995,000 | 241 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,973,000 | 245 |
| 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 | $700,000 | 257 |
| Number of Managed Accounts | $660,000 | 237 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $478,674,000 | 289 |
| Managed Assets ($) | $464,537,000 | 251 |
| Non-managed Assets ($) | $14,137,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,950,000 | 246 |
| 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 | $693,000 | 262 |
| Number of Managed Accounts | $651,000 | 241 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $458,202,000 | 293 |
| Managed Assets ($) | $444,110,000 | 251 |
| Non-managed Assets ($) | $14,092,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $906,000 | 251 |
| 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 | $694,000 | 279 |
| Number of Managed Accounts | $651,000 | 245 |
| Number of Non-Managed Accounts | $43,000 | 441 |
| Total fiduciary and related assets | $412,141,000 | 301 |
| Managed Assets ($) | $398,287,000 | 261 |
| Non-managed Assets ($) | $13,854,000 | 499 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,700,000 | 252 |
| 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 | $681,000 | 266 |
| Number of Managed Accounts | $636,000 | 242 |
| Number of Non-Managed Accounts | $45,000 | 273 |
| Total fiduciary and related assets | $450,863,000 | 298 |
| Managed Assets ($) | $435,357,000 | 261 |
| Non-managed Assets ($) | $15,506,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,779,000 | 252 |
| 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 | $673,000 | 270 |
| Number of Managed Accounts | $628,000 | 246 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $412,617,000 | 310 |
| Managed Assets ($) | $397,637,000 | 268 |
| Non-managed Assets ($) | $14,980,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,843,000 | 253 |
| 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 | $687,000 | 269 |
| Number of Managed Accounts | $639,000 | 246 |
| Number of Non-Managed Accounts | $48,000 | 274 |
| Total fiduciary and related assets | $405,397,000 | 313 |
| Managed Assets ($) | $390,248,000 | 272 |
| Non-managed Assets ($) | $15,149,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 258 |
| 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 | $694,000 | 288 |
| Number of Managed Accounts | $643,000 | 252 |
| Number of Non-Managed Accounts | $51,000 | 414 |
| Total fiduciary and related assets | $410,382,000 | 316 |
| Managed Assets ($) | $394,672,000 | 273 |
| Non-managed Assets ($) | $15,710,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,477,000 | 254 |
| 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 | $702,000 | 265 |
| Number of Managed Accounts | $647,000 | 243 |
| Number of Non-Managed Accounts | $55,000 | 254 |
| Total fiduciary and related assets | $394,312,000 | 320 |
| Managed Assets ($) | $374,357,000 | 275 |
| Non-managed Assets ($) | $19,955,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,620,000 | 253 |
| 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 | $719,000 | 266 |
| Number of Managed Accounts | $666,000 | 240 |
| Number of Non-Managed Accounts | $53,000 | 260 |
| Total fiduciary and related assets | $388,421,000 | 316 |
| Managed Assets ($) | $374,271,000 | 273 |
| Non-managed Assets ($) | $14,150,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 254 |
| 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 | $720,000 | 264 |
| Number of Managed Accounts | $664,000 | 239 |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Total fiduciary and related assets | $380,656,000 | 321 |
| Managed Assets ($) | $364,941,000 | 276 |
| Non-managed Assets ($) | $15,715,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 259 |
| 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 | $719,000 | 276 |
| Number of Managed Accounts | $664,000 | 242 |
| Number of Non-Managed Accounts | $55,000 | 407 |
| Total fiduciary and related assets | $380,542,000 | 314 |
| Managed Assets ($) | $366,167,000 | 273 |
| Non-managed Assets ($) | $14,375,000 | 511 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,338,000 | 254 |
| 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 | $731,000 | 256 |
| Number of Managed Accounts | $674,000 | 230 |
| Number of Non-Managed Accounts | $57,000 | 258 |
| Total fiduciary and related assets | $377,153,000 | 314 |
| Managed Assets ($) | $361,326,000 | 269 |
| Non-managed Assets ($) | $15,827,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,517,000 | 253 |
| 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 | $734,000 | 256 |
| Number of Managed Accounts | $679,000 | 232 |
| Number of Non-Managed Accounts | $55,000 | 265 |
| Total fiduciary and related assets | $370,600,000 | 317 |
| Managed Assets ($) | $355,560,000 | 273 |
| Non-managed Assets ($) | $15,040,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,668,000 | 257 |
| 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 | $743,000 | 256 |
| Number of Managed Accounts | $684,000 | 227 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $370,997,000 | 311 |
| Managed Assets ($) | $354,202,000 | 271 |
| Non-managed Assets ($) | $16,795,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $784,000 | 259 |
| 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 | $774,000 | 262 |
| Number of Managed Accounts | $709,000 | 224 |
| Number of Non-Managed Accounts | $65,000 | 373 |
| Total fiduciary and related assets | $318,636,000 | 340 |
| Managed Assets ($) | $299,148,000 | 299 |
| Non-managed Assets ($) | $19,488,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,265,000 | 259 |
| 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 | $845,000 | 239 |
| Number of Managed Accounts | $708,000 | 221 |
| Number of Non-Managed Accounts | $137,000 | 179 |
| Total fiduciary and related assets | $300,190,000 | 349 |
| Managed Assets ($) | $280,210,000 | 307 |
| Non-managed Assets ($) | $19,980,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,510,000 | 257 |
| 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 | $834,000 | 243 |
| Number of Managed Accounts | $692,000 | 228 |
| Number of Non-Managed Accounts | $142,000 | 175 |
| Total fiduciary and related assets | $318,117,000 | 348 |
| Managed Assets ($) | $295,241,000 | 303 |
| Non-managed Assets ($) | $22,876,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,712,000 | 256 |
| 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 | $751,000 | 258 |
| Number of Managed Accounts | $676,000 | 229 |
| Number of Non-Managed Accounts | $75,000 | 228 |
| Total fiduciary and related assets | $318,549,000 | 352 |
| Managed Assets ($) | $298,433,000 | 304 |
| Non-managed Assets ($) | $20,116,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $822,000 | 260 |
| 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 | $724,000 | 279 |
| Number of Managed Accounts | $648,000 | 245 |
| Number of Non-Managed Accounts | $76,000 | 350 |
| Total fiduciary and related assets | $321,675,000 | 352 |
| Managed Assets ($) | $301,720,000 | 301 |
| Non-managed Assets ($) | $19,955,000 | 475 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,295,000 | 255 |
| 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 | $706,000 | 268 |
| Number of Managed Accounts | $630,000 | 243 |
| Number of Non-Managed Accounts | $76,000 | 226 |
| Total fiduciary and related assets | $354,437,000 | 329 |
| Managed Assets ($) | $335,201,000 | 288 |
| Non-managed Assets ($) | $19,236,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,509,000 | 254 |
| 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 | $695,000 | 268 |
| Number of Managed Accounts | $613,000 | 247 |
| Number of Non-Managed Accounts | $82,000 | 218 |
| Total fiduciary and related assets | $362,934,000 | 324 |
| Managed Assets ($) | $343,367,000 | 285 |
| Non-managed Assets ($) | $19,567,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,718,000 | 252 |
| 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 | $685,000 | 273 |
| Number of Managed Accounts | $602,000 | 249 |
| Number of Non-Managed Accounts | $83,000 | 224 |
| Total fiduciary and related assets | $370,039,000 | 317 |
| Managed Assets ($) | $350,856,000 | 276 |
| Non-managed Assets ($) | $19,183,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 269 |
| 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 | $669,000 | 296 |
| Number of Managed Accounts | $578,000 | 263 |
| Number of Non-Managed Accounts | $91,000 | 325 |
| Total fiduciary and related assets | $362,459,000 | 322 |
| Managed Assets ($) | $344,553,000 | 278 |
| Non-managed Assets ($) | $17,906,000 | 506 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,074,000 | 253 |
| 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 | $666,000 | 270 |
| Number of Managed Accounts | $565,000 | 252 |
| Number of Non-Managed Accounts | $101,000 | 210 |
| Total fiduciary and related assets | $341,294,000 | 325 |
| Managed Assets ($) | $323,015,000 | 281 |
| Non-managed Assets ($) | $18,279,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,299,000 | 251 |
| 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 | $661,000 | 268 |
| Number of Managed Accounts | $546,000 | 254 |
| Number of Non-Managed Accounts | $115,000 | 198 |
| Total fiduciary and related assets | $338,141,000 | 321 |
| Managed Assets ($) | $315,828,000 | 276 |
| Non-managed Assets ($) | $22,313,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,549,000 | 248 |
| 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 | $663,000 | 272 |
| Number of Managed Accounts | $411,000 | 282 |
| Number of Non-Managed Accounts | $252,000 | 140 |
| Total fiduciary and related assets | $336,029,000 | 321 |
| Managed Assets ($) | $216,072,000 | 317 |
| Non-managed Assets ($) | $119,957,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 260 |
| 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 | $680,000 | 291 |
| Number of Managed Accounts | $391,000 | 324 |
| Number of Non-Managed Accounts | $289,000 | 163 |
| Total fiduciary and related assets | $324,178,000 | 320 |
| Managed Assets ($) | $208,080,000 | 331 |
| Non-managed Assets ($) | $116,098,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,945,000 | 242 |
| 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 | $689,000 | 262 |
| Number of Managed Accounts | $382,000 | 287 |
| Number of Non-Managed Accounts | $307,000 | 123 |
| Total fiduciary and related assets | $330,906,000 | 312 |
| Managed Assets ($) | $212,753,000 | 310 |
| Non-managed Assets ($) | $118,153,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,171,000 | 242 |
| 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 | $682,000 | 259 |
| Number of Managed Accounts | $381,000 | 284 |
| Number of Non-Managed Accounts | $301,000 | 126 |
| Total fiduciary and related assets | $320,010,000 | 310 |
| Managed Assets ($) | $209,490,000 | 309 |
| Non-managed Assets ($) | $110,520,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000 | 240 |
| 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 | $684,000 | 259 |
| Number of Managed Accounts | $371,000 | 288 |
| Number of Non-Managed Accounts | $313,000 | 122 |
| Total fiduciary and related assets | $323,085,000 | 308 |
| Managed Assets ($) | $203,945,000 | 311 |
| Non-managed Assets ($) | $119,140,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,000 | 242 |
| 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 | $682,000 | 289 |
| Number of Managed Accounts | $354,000 | 351 |
| Number of Non-Managed Accounts | $328,000 | 149 |
| Total fiduciary and related assets | $304,255,000 | 314 |
| Managed Assets ($) | $189,315,000 | 332 |
| Non-managed Assets ($) | $114,940,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,547,000 | 226 |
| 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 | $695,000 | 256 |
| Number of Managed Accounts | $368,000 | 290 |
| Number of Non-Managed Accounts | $327,000 | 118 |
| Total fiduciary and related assets | $279,290,000 | 315 |
| Managed Assets ($) | $176,333,000 | 314 |
| Non-managed Assets ($) | $102,957,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,862,000 | 232 |
| 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 | $681,000 | 260 |
| Number of Managed Accounts | $364,000 | 292 |
| Number of Non-Managed Accounts | $317,000 | 122 |
| Total fiduciary and related assets | $303,360,000 | 317 |
| Managed Assets ($) | $193,282,000 | 320 |
| Non-managed Assets ($) | $110,078,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 230 |
| 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 | $693,000 | 259 |
| Number of Managed Accounts | $371,000 | 295 |
| Number of Non-Managed Accounts | $322,000 | 123 |
| Total fiduciary and related assets | $298,604,000 | 321 |
| Managed Assets ($) | $190,349,000 | 326 |
| Non-managed Assets ($) | $108,255,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $666,000 | 223 |
| 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 | $683,000 | 293 |
| Number of Managed Accounts | $382,000 | 344 |
| Number of Non-Managed Accounts | $301,000 | 163 |
| Total fiduciary and related assets | $284,687,000 | 330 |
| Managed Assets ($) | $187,946,000 | 345 |
| Non-managed Assets ($) | $96,741,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,102,000 | 253 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 253 |
| 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 | $1,036,000 | 253 |
| 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 | $545,000 | 242 |
| 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 | $643,000 | 320 |
| Number of Managed Accounts | $437,000 | 311 |
| Number of Non-Managed Accounts | $206,000 | 218 |
| Total fiduciary and related assets | $241,154,000 | 353 |
| Managed Assets ($) | $206,637,000 | 308 |
| Non-managed Assets ($) | $34,517,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,978,000 | 248 |
| 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 | $640,000 | 273 |
| Number of Managed Accounts | $433,000 | 265 |
| Number of Non-Managed Accounts | $207,000 | 158 |
| Total fiduciary and related assets | $241,626,000 | 325 |
| Managed Assets ($) | $207,085,000 | 291 |
| Non-managed Assets ($) | $34,541,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 254 |
| 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 | $656,000 | 271 |
| Number of Managed Accounts | $442,000 | 263 |
| Number of Non-Managed Accounts | $214,000 | 160 |
| Total fiduciary and related assets | $228,839,000 | 328 |
| Managed Assets ($) | $193,022,000 | 300 |
| Non-managed Assets ($) | $35,817,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 258 |
| 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 | $655,000 | 271 |
| Number of Managed Accounts | $435,000 | 265 |
| Number of Non-Managed Accounts | $220,000 | 154 |
| Total fiduciary and related assets | $218,792,000 | 330 |
| Managed Assets ($) | $183,756,000 | 301 |
| Non-managed Assets ($) | $35,036,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 238 |
| 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 | $662,000 | 315 |
| Number of Managed Accounts | $442,000 | 304 |
| Number of Non-Managed Accounts | $220,000 | 214 |
| Total fiduciary and related assets | $229,798,000 | 349 |
| Managed Assets ($) | $195,054,000 | 316 |
| Non-managed Assets ($) | $34,744,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 247 |
| 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 | $662,000 | 270 |
| Number of Managed Accounts | $451,000 | 270 |
| Number of Non-Managed Accounts | $211,000 | 164 |
| Total fiduciary and related assets | $251,186,000 | 337 |
| Managed Assets ($) | $215,176,000 | 308 |
| Non-managed Assets ($) | $36,010,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 253 |
| 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 | $654,000 | 279 |
| Number of Managed Accounts | $443,000 | 275 |
| Number of Non-Managed Accounts | $211,000 | 168 |
| Total fiduciary and related assets | $248,689,000 | 356 |
| Managed Assets ($) | $211,313,000 | 318 |
| Non-managed Assets ($) | $37,376,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,141,000 | 258 |
| 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 | $654,000 | 279 |
| Number of Managed Accounts | $442,000 | 277 |
| Number of Non-Managed Accounts | $212,000 | 170 |
| Total fiduciary and related assets | $259,027,000 | 357 |
| Managed Assets ($) | $220,729,000 | 325 |
| Non-managed Assets ($) | $38,298,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 246 |
| 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 | $660,000 | 306 |
| Number of Managed Accounts | $445,000 | 303 |
| Number of Non-Managed Accounts | $215,000 | 225 |
| Total fiduciary and related assets | $269,555,000 | 352 |
| Managed Assets ($) | $230,540,000 | 330 |
| Non-managed Assets ($) | $39,015,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 269 |
| 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 | $654,000 | 269 |
| Number of Managed Accounts | $440,000 | 268 |
| Number of Non-Managed Accounts | $214,000 | 159 |
| Total fiduciary and related assets | $264,835,000 | 346 |
| Managed Assets ($) | $225,659,000 | 319 |
| Non-managed Assets ($) | $39,176,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 271 |
| 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 | $656,000 | 274 |
| Number of Managed Accounts | $441,000 | 269 |
| Number of Non-Managed Accounts | $215,000 | 162 |
| Total fiduciary and related assets | $252,630,000 | 362 |
| Managed Assets ($) | $214,517,000 | 331 |
| Non-managed Assets ($) | $38,113,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 270 |
| 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 | $671,000 | 274 |
| Number of Managed Accounts | $454,000 | 268 |
| Number of Non-Managed Accounts | $217,000 | 161 |
| Total fiduciary and related assets | $314,439,000 | 331 |
| Managed Assets ($) | $275,785,000 | 283 |
| Non-managed Assets ($) | $38,654,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 269 |
| 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 | $657,000 | 312 |
| Number of Managed Accounts | $434,000 | 304 |
| Number of Non-Managed Accounts | $223,000 | 217 |
| Total fiduciary and related assets | $244,308,000 | 378 |
| Managed Assets ($) | $205,732,000 | 351 |
| Non-managed Assets ($) | $38,576,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,980,000 | 272 |
| 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 | $1,411,000 | 281 |
| 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 | $935,000 | 287 |
| 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 | $485,000 | 283 |
| 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 | $663,000 | 310 |
| Number of Managed Accounts | $423,000 | 328 |
| Number of Non-Managed Accounts | $240,000 | 222 |
| Total fiduciary and related assets | $233,456,000 | 383 |
| Managed Assets ($) | $174,994,000 | 366 |
| Non-managed Assets ($) | $58,462,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 315 |
| 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 | $1,119,000 | 320 |
| 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 | $777,000 | 318 |
| 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 | $388,000 | 313 |
| 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 | $602,000 | 333 |
| Number of Managed Accounts | $363,000 | 351 |
| Number of Non-Managed Accounts | $239,000 | 230 |
| Total fiduciary and related assets | $214,341,000 | 398 |
| Managed Assets ($) | $148,702,000 | 389 |
| Non-managed Assets ($) | $65,639,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,411,000 | 312 |
| 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 | $597,000 | 287 |
| Number of Managed Accounts | $359,000 | 292 |
| Number of Non-Managed Accounts | $238,000 | 168 |
| Total fiduciary and related assets | $206,770,000 | 365 |
| Managed Assets ($) | $141,635,000 | 333 |
| Non-managed Assets ($) | $65,135,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 328 |
| 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 | $601,000 | 292 |
| Number of Managed Accounts | $359,000 | 293 |
| Number of Non-Managed Accounts | $242,000 | 172 |
| Total fiduciary and related assets | $206,075,000 | 370 |
| Managed Assets ($) | $140,536,000 | 338 |
| Non-managed Assets ($) | $65,539,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $707,000 | 319 |
| 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 | $606,000 | 287 |
| Number of Managed Accounts | $366,000 | 296 |
| Number of Non-Managed Accounts | $240,000 | 176 |
| Total fiduciary and related assets | $209,536,000 | 381 |
| Managed Assets ($) | $176,942,000 | 330 |
| Non-managed Assets ($) | $32,594,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 315 |
| 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 | $610,000 | 339 |
| Number of Managed Accounts | $395,000 | 345 |
| Number of Non-Managed Accounts | $215,000 | 264 |
| Total fiduciary and related assets | $208,655,000 | 409 |
| Managed Assets ($) | $179,520,000 | 350 |
| Non-managed Assets ($) | $29,135,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 342 |
| 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 | $862,000 | 365 |
| 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 | $562,000 | 374 |
| 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 | $290,000 | 374 |
| 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 | $623,000 | 349 |
| Number of Managed Accounts | $384,000 | 371 |
| Number of Non-Managed Accounts | $239,000 | 266 |
| Total fiduciary and related assets | $192,995,000 | 420 |
| Managed Assets ($) | $164,549,000 | 375 |
| Non-managed Assets ($) | $28,446,000 | 451 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 387 |
| 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 | $606,000 | 338 |
| Number of Managed Accounts | $356,000 | 364 |
| Number of Non-Managed Accounts | $250,000 | 245 |
| Total fiduciary and related assets | $184,564,000 | 408 |
| Managed Assets ($) | $156,132,000 | 363 |
| Non-managed Assets ($) | $28,432,000 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 407 |
| 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 | $1,108,000 | 405 |
| 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 | $1,121,000 | 441 |
| 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 | $1,031,000 | 455 |
| 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 | $934,000 | 493 |
| 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 | $752,000 | 597 |
| 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 | $693,000 | 641 |
| 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 | $746,000 | 603 |
| 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 | $720,000 | 638 |
| 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 | $717,000 | 650 |