Home > Superior National Bank > Fiduciary and Related Services
Superior National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $593,000 | 334 |
| Number of Managed Accounts | $572,000 | 289 |
| Number of Non-Managed Accounts | $21,000 | 521 |
| Total fiduciary and related assets | $336,762,000 | 403 |
| Managed Assets ($) | $332,018,000 | 360 |
| Non-managed Assets ($) | $4,744,000 | 595 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,950,000 | 407 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 405 |
| 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 | $584,000 | 320 |
| Number of Managed Accounts | $565,000 | 279 |
| Number of Non-Managed Accounts | $19,000 | 360 |
| Total fiduciary and related assets | $335,796,000 | 391 |
| Managed Assets ($) | $331,370,000 | 346 |
| Non-managed Assets ($) | $4,426,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 403 |
| 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 | $481,000 | 415 |
| 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 | $574,000 | 350 |
| Number of Managed Accounts | $553,000 | 304 |
| Number of Non-Managed Accounts | $21,000 | 544 |
| Total fiduciary and related assets | $337,940,000 | 402 |
| Managed Assets ($) | $332,626,000 | 355 |
| Non-managed Assets ($) | $5,314,000 | 614 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,007,000 | 417 |
| 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 | $1,541,000 | 412 |
| 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 | $559,000 | 302 |
| Number of Managed Accounts | $540,000 | 268 |
| Number of Non-Managed Accounts | $19,000 | 343 |
| Total fiduciary and related assets | $315,729,000 | 360 |
| Managed Assets ($) | $311,277,000 | 320 |
| Non-managed Assets ($) | $4,452,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 367 |
| 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 | $502,000 | 374 |
| 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 | $561,000 | 319 |
| Number of Managed Accounts | $542,000 | 281 |
| Number of Non-Managed Accounts | $19,000 | 546 |
| Total fiduciary and related assets | $676,291,000 | 277 |
| Managed Assets ($) | $672,026,000 | 240 |
| Non-managed Assets ($) | $4,265,000 | 606 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,096,000 | 364 |
| 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 | $1,533,000 | 367 |
| 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 | $528,000 | 303 |
| Number of Managed Accounts | $512,000 | 278 |
| Number of Non-Managed Accounts | $16,000 | 339 |
| Total fiduciary and related assets | $576,464,000 | 290 |
| Managed Assets ($) | $572,876,000 | 253 |
| Non-managed Assets ($) | $3,588,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $988,000 | 370 |
| 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 | $480,000 | 371 |
| 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 | $504,000 | 333 |
| Number of Managed Accounts | $489,000 | 290 |
| Number of Non-Managed Accounts | $15,000 | 596 |
| Total fiduciary and related assets | $520,876,000 | 294 |
| Managed Assets ($) | $519,437,000 | 262 |
| Non-managed Assets ($) | $1,439,000 | 690 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 361 |
| 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 | $1,398,000 | 361 |
| 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 | $506,000 | 304 |
| Number of Managed Accounts | $493,000 | 274 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $490,653,000 | 290 |
| Managed Assets ($) | $489,538,000 | 252 |
| Non-managed Assets ($) | $1,115,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 364 |
| 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 | $454,000 | 366 |
| 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 | $502,000 | 331 |
| Number of Managed Accounts | $488,000 | 289 |
| Number of Non-Managed Accounts | $14,000 | 613 |
| Total fiduciary and related assets | $464,550,000 | 298 |
| Managed Assets ($) | $463,294,000 | 264 |
| Non-managed Assets ($) | $1,256,000 | 715 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 378 |
| 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 | $1,221,000 | 383 |
| 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 | $467,000 | 308 |
| Number of Managed Accounts | $458,000 | 281 |
| Number of Non-Managed Accounts | $9,000 | 344 |
| Total fiduciary and related assets | $450,418,000 | 293 |
| Managed Assets ($) | $449,502,000 | 259 |
| Non-managed Assets ($) | $916,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 385 |
| 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 | $457,000 | 313 |
| Number of Managed Accounts | $454,000 | 283 |
| Number of Non-Managed Accounts | $3,000 | 369 |
| Total fiduciary and related assets | $466,571,000 | 290 |
| Managed Assets ($) | $465,918,000 | 246 |
| Non-managed Assets ($) | $653,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 396 |
| 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 | $432,000 | 361 |
| Number of Managed Accounts | $430,000 | 307 |
| Number of Non-Managed Accounts | $2,000 | 831 |
| Total fiduciary and related assets | $460,816,000 | 286 |
| Managed Assets ($) | $460,218,000 | 245 |
| Non-managed Assets ($) | $598,000 | 792 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 395 |
| 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 | $429,000 | 318 |
| Number of Managed Accounts | $427,000 | 288 |
| Number of Non-Managed Accounts | $2,000 | 377 |
| Total fiduciary and related assets | $473,938,000 | 293 |
| Managed Assets ($) | $473,293,000 | 246 |
| Non-managed Assets ($) | $645,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 392 |
| 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 | $428,000 | 323 |
| Number of Managed Accounts | $427,000 | 291 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $473,955,000 | 288 |
| Managed Assets ($) | $473,643,000 | 245 |
| Non-managed Assets ($) | $312,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 394 |
| 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 | $422,000 | 328 |
| Number of Managed Accounts | $421,000 | 295 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $481,287,000 | 285 |
| Managed Assets ($) | $480,978,000 | 242 |
| Non-managed Assets ($) | $309,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 394 |
| 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 | $410,000 | 382 |
| Number of Managed Accounts | $410,000 | 317 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $490,899,000 | 287 |
| Managed Assets ($) | $490,899,000 | 239 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 402 |
| 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 | $396,000 | 329 |
| Number of Managed Accounts | $395,000 | 297 |
| Number of Non-Managed Accounts | $1,000 | 380 |
| Total fiduciary and related assets | $481,171,000 | 290 |
| Managed Assets ($) | $481,103,000 | 238 |
| Non-managed Assets ($) | $68,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 404 |
| 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 | $393,000 | 332 |
| Number of Managed Accounts | $392,000 | 297 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $482,528,000 | 282 |
| Managed Assets ($) | $482,466,000 | 231 |
| Non-managed Assets ($) | $62,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $708,000 | 398 |
| 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 | $393,000 | 333 |
| Number of Managed Accounts | $392,000 | 300 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $487,803,000 | 277 |
| Managed Assets ($) | $487,753,000 | 232 |
| Non-managed Assets ($) | $50,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 404 |
| 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 | $389,000 | 398 |
| Number of Managed Accounts | $388,000 | 320 |
| Number of Non-Managed Accounts | $1,000 | 932 |
| Total fiduciary and related assets | $487,543,000 | 273 |
| Managed Assets ($) | $487,502,000 | 230 |
| Non-managed Assets ($) | $41,000 | 956 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,389,000 | 403 |
| 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 | $385,000 | 340 |
| Number of Managed Accounts | $384,000 | 294 |
| Number of Non-Managed Accounts | $1,000 | 392 |
| Total fiduciary and related assets | $487,450,000 | 271 |
| Managed Assets ($) | $487,417,000 | 233 |
| Non-managed Assets ($) | $33,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,057,000 | 400 |
| 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 | $374,000 | 344 |
| Number of Managed Accounts | $373,000 | 300 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $480,809,000 | 274 |
| Managed Assets ($) | $480,779,000 | 234 |
| Non-managed Assets ($) | $30,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 406 |
| 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 | $364,000 | 347 |
| Number of Managed Accounts | $363,000 | 303 |
| Number of Non-Managed Accounts | $1,000 | 398 |
| Total fiduciary and related assets | $494,055,000 | 265 |
| Managed Assets ($) | $494,028,000 | 229 |
| Non-managed Assets ($) | $27,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,000 | 414 |
| 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 | $355,000 | 422 |
| Number of Managed Accounts | $354,000 | 344 |
| Number of Non-Managed Accounts | $1,000 | 967 |
| Total fiduciary and related assets | $471,646,000 | 274 |
| Managed Assets ($) | $471,622,000 | 235 |
| Non-managed Assets ($) | $24,000 | 993 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 409 |
| 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 | $348,000 | 352 |
| Number of Managed Accounts | $347,000 | 312 |
| Number of Non-Managed Accounts | $1,000 | 393 |
| Total fiduciary and related assets | $463,102,000 | 275 |
| Managed Assets ($) | $463,082,000 | 232 |
| Non-managed Assets ($) | $20,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $968,000 | 421 |
| 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 | $348,000 | 352 |
| Number of Managed Accounts | $347,000 | 314 |
| Number of Non-Managed Accounts | $1,000 | 397 |
| Total fiduciary and related assets | $455,010,000 | 282 |
| Managed Assets ($) | $454,992,000 | 244 |
| Non-managed Assets ($) | $18,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 426 |
| 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 | $346,000 | 357 |
| Number of Managed Accounts | $345,000 | 316 |
| Number of Non-Managed Accounts | $1,000 | 399 |
| Total fiduciary and related assets | $474,466,000 | 282 |
| Managed Assets ($) | $474,450,000 | 238 |
| Non-managed Assets ($) | $16,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,000 | 432 |
| 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 | $334,000 | 453 |
| Number of Managed Accounts | $333,000 | 372 |
| Number of Non-Managed Accounts | $1,000 | 1,018 |
| Total fiduciary and related assets | $457,639,000 | 287 |
| Managed Assets ($) | $457,626,000 | 244 |
| Non-managed Assets ($) | $13,000 | 1,054 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,223,000 | 429 |
| 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 | $325,000 | 365 |
| Number of Managed Accounts | $322,000 | 327 |
| Number of Non-Managed Accounts | $3,000 | 385 |
| Total fiduciary and related assets | $450,046,000 | 287 |
| Managed Assets ($) | $449,982,000 | 243 |
| Non-managed Assets ($) | $64,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000 | 430 |
| 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 | $321,000 | 368 |
| Number of Managed Accounts | $320,000 | 327 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $440,714,000 | 287 |
| Managed Assets ($) | $440,713,000 | 246 |
| Non-managed Assets ($) | $1,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $595,000 | 433 |
| 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 | $315,000 | 371 |
| Number of Managed Accounts | $313,000 | 333 |
| Number of Non-Managed Accounts | $2,000 | 395 |
| Total fiduciary and related assets | $435,679,000 | 291 |
| Managed Assets ($) | $435,631,000 | 242 |
| Non-managed Assets ($) | $48,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $298,000 | 437 |
| 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 | $309,000 | 479 |
| Number of Managed Accounts | $307,000 | 387 |
| Number of Non-Managed Accounts | $2,000 | 1,000 |
| Total fiduciary and related assets | $406,773,000 | 300 |
| Managed Assets ($) | $406,730,000 | 251 |
| Non-managed Assets ($) | $43,000 | 1,061 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 443 |
| 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 | $305,000 | 354 |
| Number of Managed Accounts | $303,000 | 316 |
| Number of Non-Managed Accounts | $2,000 | 376 |
| Total fiduciary and related assets | $399,300,000 | 296 |
| Managed Assets ($) | $399,257,000 | 247 |
| Non-managed Assets ($) | $43,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $809,000 | 444 |
| 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 | $301,000 | 355 |
| Number of Managed Accounts | $299,000 | 319 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $398,858,000 | 289 |
| Managed Assets ($) | $398,818,000 | 236 |
| Non-managed Assets ($) | $40,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 441 |
| 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 | $294,000 | 359 |
| Number of Managed Accounts | $292,000 | 324 |
| Number of Non-Managed Accounts | $2,000 | 381 |
| Total fiduciary and related assets | $416,879,000 | 281 |
| Managed Assets ($) | $416,834,000 | 226 |
| Non-managed Assets ($) | $45,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,000 | 447 |
| 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 | $291,000 | 489 |
| Number of Managed Accounts | $288,000 | 404 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $398,717,000 | 283 |
| Managed Assets ($) | $398,135,000 | 231 |
| Non-managed Assets ($) | $582,000 | 963 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,061,000 | 438 |
| 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 | $289,000 | 347 |
| Number of Managed Accounts | $286,000 | 318 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $398,353,000 | 282 |
| Managed Assets ($) | $398,308,000 | 228 |
| Non-managed Assets ($) | $45,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 438 |
| 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 | $290,000 | 345 |
| Number of Managed Accounts | $288,000 | 314 |
| Number of Non-Managed Accounts | $2,000 | 368 |
| Total fiduciary and related assets | $371,058,000 | 286 |
| Managed Assets ($) | $371,018,000 | 227 |
| Non-managed Assets ($) | $40,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $528,000 | 432 |
| 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 | $292,000 | 344 |
| Number of Managed Accounts | $290,000 | 310 |
| Number of Non-Managed Accounts | $2,000 | 366 |
| Total fiduciary and related assets | $374,584,000 | 283 |
| Managed Assets ($) | $374,530,000 | 231 |
| Non-managed Assets ($) | $54,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 438 |
| 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 | $291,000 | 488 |
| Number of Managed Accounts | $290,000 | 392 |
| Number of Non-Managed Accounts | $1,000 | 1,106 |
| Total fiduciary and related assets | $349,379,000 | 292 |
| Managed Assets ($) | $349,351,000 | 238 |
| Non-managed Assets ($) | $28,000 | 1,128 |
| Memoranda | ||
| Gross Fiduciary activities income | $972,000 | 407 |
| 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 | $293,000 | 346 |
| Number of Managed Accounts | $292,000 | 310 |
| Number of Non-Managed Accounts | $1,000 | 389 |
| Total fiduciary and related assets | $329,239,000 | 287 |
| Managed Assets ($) | $329,209,000 | 240 |
| Non-managed Assets ($) | $30,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $723,000 | 402 |
| 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 | $299,000 | 351 |
| Number of Managed Accounts | $298,000 | 312 |
| Number of Non-Managed Accounts | $1,000 | 394 |
| Total fiduciary and related assets | $313,393,000 | 311 |
| Managed Assets ($) | $313,363,000 | 257 |
| Non-managed Assets ($) | $30,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 415 |
| 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 | $293,000 | 355 |
| Number of Managed Accounts | $292,000 | 315 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $297,417,000 | 322 |
| Managed Assets ($) | $297,389,000 | 265 |
| Non-managed Assets ($) | $28,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000 | 418 |
| 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 | $296,000 | 501 |
| Number of Managed Accounts | $295,000 | 400 |
| Number of Non-Managed Accounts | $1,000 | 1,149 |
| Total fiduciary and related assets | $284,846,000 | 329 |
| Managed Assets ($) | $284,824,000 | 272 |
| Non-managed Assets ($) | $22,000 | 1,178 |
| Memoranda | ||
| Gross Fiduciary activities income | $911,000 | 416 |
| 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 | $667,000 | 420 |
| 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 | $450,000 | 416 |
| 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 | $223,000 | 430 |
| 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 | $279,000 | 529 |
| Number of Managed Accounts | $278,000 | 402 |
| Number of Non-Managed Accounts | $1,000 | 1,178 |
| Total fiduciary and related assets | $247,602,000 | 348 |
| Managed Assets ($) | $247,589,000 | 280 |
| Non-managed Assets ($) | $13,000 | 1,219 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 454 |
| 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 | $555,000 | 456 |
| 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 | $368,000 | 458 |
| 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 | $185,000 | 464 |
| 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 | $272,000 | 551 |
| Number of Managed Accounts | $270,000 | 425 |
| Number of Non-Managed Accounts | $2,000 | 1,132 |
| Total fiduciary and related assets | $213,189,000 | 372 |
| Managed Assets ($) | $213,140,000 | 299 |
| Non-managed Assets ($) | $49,000 | 1,205 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000 | 459 |
| 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 | $607,000 | 460 |
| 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 | $412,000 | 469 |
| 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 | $211,000 | 468 |
| 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 | $267,000 | 560 |
| Number of Managed Accounts | $266,000 | 432 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $210,100,000 | 426 |
| Managed Assets ($) | $210,093,000 | 351 |
| Non-managed Assets ($) | $7,000 | 1,274 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 478 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 478 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 487 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $200,000 | 480 |
| 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 | $248,000 | 582 |
| Number of Managed Accounts | $248,000 | 445 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $194,535,000 | 434 |
| Managed Assets ($) | $194,535,000 | 362 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $824,000 | 462 |
| 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 | $604,000 | 462 |
| 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 | $403,000 | 468 |
| 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 | $204,000 | 471 |
| 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 | $247,000 | 602 |
| Number of Managed Accounts | $247,000 | 469 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $219,581,000 | 397 |
| Managed Assets ($) | $219,581,000 | 318 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 435 |
| 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 | $630,000 | 430 |
| 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 | $422,000 | 428 |
| 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 | $219,000 | 422 |
| 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 | $257,000 | 591 |
| Number of Managed Accounts | $257,000 | 454 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $230,418,000 | 382 |
| Managed Assets ($) | $230,418,000 | 300 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 412 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 412 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000 | 411 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 409 |
| 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 | $275,000 | 571 |
| Number of Managed Accounts | $275,000 | 431 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $238,771,000 | 384 |
| Managed Assets ($) | $238,771,000 | 295 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 404 |
| 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 | $675,000 | 406 |
| 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 | $455,000 | 413 |
| 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 | $254,000 | 396 |
| 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 | $314,000 | 556 |
| Number of Managed Accounts | $314,000 | 416 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $141,077,000 | 482 |
| Managed Assets ($) | $141,077,000 | 398 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $724,000 | 467 |
| 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 | $505,000 | 380 |
| Number of Managed Accounts | $338,000 | 384 |
| Number of Non-Managed Accounts | $167,000 | 311 |
| Total fiduciary and related assets | $151,375,000 | 440 |
| Managed Assets ($) | $148,602,000 | 376 |
| Non-managed Assets ($) | $2,773,000 | 876 |
| Memoranda | ||
| Gross Fiduciary activities income | $693,000 | 500 |
| 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 | $837,000 | 459 |
| 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 | $687,000 | 547 |
| 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 | $593,000 | 584 |
| 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 | $530,000 | 633 |
| 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 | $491,000 | 715 |
| 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 | $454,000 | 771 |
| 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 | $434,000 | 783 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |