Home > United Bankers' Bank > Fiduciary and Related Services
United Bankers' Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $0 | 1,071 |
| 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 | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,140 |
| Fiduciary or related activity | $0 | 1,085 |
| 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 | $0 | 913 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,157 |
| Fiduciary or related activity | $0 | 1,097 |
| 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 | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,125 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,130 |
| Fiduciary or related activity | $0 | 1,072 |
| 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 | $0 | 892 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,136 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 994 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,101 |
| 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 | $0 | 957 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,161 |
| Fiduciary or related activity | $0 | 1,108 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,168 |
| Fiduciary or related activity | $0 | 1,114 |
| 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 | $0 | 922 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,171 |
| Fiduciary or related activity | $0 | 1,117 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,102 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $0 | 1,099 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,030 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,188 |
| Fiduciary or related activity | $0 | 1,133 |
| 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 | $0 | 981 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,198 |
| Fiduciary or related activity | $0 | 1,142 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 970 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,620 |
| Fiduciary power exercised | $0 | 1,206 |
| Fiduciary or related activity | $0 | 1,146 |
| 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 | $0 | 941 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,628 |
| Fiduciary power exercised | $0 | 1,208 |
| Fiduciary or related activity | $0 | 1,148 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,133 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $0 | 1,131 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,000 | 805 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,648 |
| Fiduciary power exercised | $0 | 1,228 |
| Fiduciary or related activity | $0 | 1,167 |
| 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 | $42,000 | 780 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,657 |
| Fiduciary power exercised | $0 | 1,234 |
| Fiduciary or related activity | $0 | 1,176 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,000 | 758 |
| 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 | $10,000 | 398 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $10,000 | 347 |
| Total fiduciary and related assets | $249,034,000 | 380 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $249,034,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,000 | 731 |
| 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 | $10,000 | 986 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $10,000 | 678 |
| Total fiduciary and related assets | $253,640,000 | 381 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $253,640,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,000 | 743 |
| 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 | $0 | 405 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,000 | 735 |
| 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 | $0 | 407 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 407 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,000 | 741 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 747 |
| 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 | $10,000 | 1,022 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $10,000 | 703 |
| Total fiduciary and related assets | $228,828,000 | 413 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $228,828,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,000 | 750 |
| 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 | $10,000 | 398 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $10,000 | 345 |
| Total fiduciary and related assets | $247,238,000 | 378 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $247,238,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,000 | 750 |
| 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 | $10,000 | 401 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $10,000 | 349 |
| Total fiduciary and related assets | $199,622,000 | 387 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $199,622,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000 | 758 |
| 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 | $10,000 | 404 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $10,000 | 349 |
| Total fiduciary and related assets | $259,092,000 | 379 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $259,092,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 765 |
| 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 | $10,000 | 1,066 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $10,000 | 735 |
| Total fiduciary and related assets | $264,089,000 | 379 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $264,089,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $143,000 | 768 |
| 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 | $10,000 | 412 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $10,000 | 357 |
| Total fiduciary and related assets | $246,135,000 | 375 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $246,135,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,000 | 766 |
| 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 | $10,000 | 416 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $10,000 | 360 |
| Total fiduciary and related assets | $252,267,000 | 372 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $252,267,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $73,000 | 771 |
| 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 | $10,000 | 415 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $10,000 | 359 |
| Total fiduciary and related assets | $276,438,000 | 360 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $276,438,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,000 | 776 |
| 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 | $10,000 | 1,100 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $10,000 | 762 |
| Total fiduciary and related assets | $292,976,000 | 352 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $292,976,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 783 |
| 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 | $10,000 | 410 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $10,000 | 356 |
| Total fiduciary and related assets | $359,203,000 | 318 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $359,203,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,000 | 776 |
| 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 | $10,000 | 416 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $10,000 | 360 |
| Total fiduciary and related assets | $328,182,000 | 344 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $328,182,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 785 |
| 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 | $10,000 | 415 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $10,000 | 364 |
| Total fiduciary and related assets | $312,883,000 | 356 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $312,883,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,000 | 794 |
| 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 | $10,000 | 1,148 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $10,000 | 812 |
| Total fiduciary and related assets | $327,873,000 | 349 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $327,873,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 802 |
| 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 | $10,000 | 413 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $10,000 | 364 |
| Total fiduciary and related assets | $334,787,000 | 340 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $334,787,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,000 | 798 |
| 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 | $10,000 | 413 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $10,000 | 364 |
| Total fiduciary and related assets | $351,359,000 | 332 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $351,359,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000 | 807 |
| 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 | $10,000 | 418 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $10,000 | 365 |
| Total fiduciary and related assets | $371,733,000 | 316 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $371,733,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,000 | 817 |
| 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 | $11,000 | 1,166 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $11,000 | 806 |
| Total fiduciary and related assets | $392,141,000 | 303 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $392,141,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 816 |
| 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 | $11,000 | 396 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $11,000 | 344 |
| Total fiduciary and related assets | $404,694,000 | 295 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $404,694,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,000 | 815 |
| 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 | $11,000 | 401 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $11,000 | 345 |
| Total fiduciary and related assets | $413,222,000 | 285 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $413,222,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,000 | 820 |
| 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 | $10,000 | 403 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $10,000 | 353 |
| Total fiduciary and related assets | $382,739,000 | 295 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $382,739,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,000 | 830 |
| 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 | $11,000 | 1,190 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $11,000 | 824 |
| Total fiduciary and related assets | $468,479,000 | 261 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $468,479,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 824 |
| 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 | $11,000 | 383 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $11,000 | 336 |
| Total fiduciary and related assets | $452,658,000 | 267 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $452,658,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,000 | 815 |
| 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 | $11,000 | 384 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $11,000 | 340 |
| Total fiduciary and related assets | $445,862,000 | 262 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $445,862,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,000 | 827 |
| 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 | $11,000 | 386 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $11,000 | 338 |
| Total fiduciary and related assets | $452,276,000 | 259 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $452,276,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,000 | 831 |
| 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 | $11,000 | 1,223 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $11,000 | 843 |
| Total fiduciary and related assets | $423,721,000 | 264 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $423,721,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,000 | 767 |
| 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 | $12,000 | 404 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $404,056,000 | 261 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $404,056,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,000 | 758 |
| 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 | $14,000 | 409 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $479,150,000 | 242 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $479,150,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,000 | 766 |
| 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 | $14,000 | 414 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $14,000 | 351 |
| Total fiduciary and related assets | $413,578,000 | 269 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $413,578,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,000 | 773 |
| 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 | $14,000 | 1,250 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $14,000 | 821 |
| Total fiduciary and related assets | $370,081,000 | 281 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $370,081,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,000 | 782 |
| 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 | $14,000 | 401 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $354,154,000 | 277 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $354,154,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,000 | 770 |
| 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 | $14,000 | 401 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $316,991,000 | 286 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $316,991,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,000 | 774 |
| 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 | $15,000 | 409 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $15,000 | 339 |
| Total fiduciary and related assets | $378,419,000 | 263 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $378,419,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,000 | 779 |
| 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 | $15,000 | 1,267 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $15,000 | 822 |
| Total fiduciary and related assets | $361,047,000 | 270 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $361,047,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,000 | 767 |
| 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 | $143,000 | 762 |
| 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 | $94,000 | 779 |
| 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 | $46,000 | 791 |
| 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 | $15,000 | 1,311 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $15,000 | 829 |
| Total fiduciary and related assets | $247,562,000 | 334 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $247,562,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,000 | 795 |
| 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 | $15,000 | 432 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $15,000 | 351 |
| Total fiduciary and related assets | $249,340,000 | 341 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $249,340,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 800 |
| 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 | $15,000 | 439 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $15,000 | 356 |
| Total fiduciary and related assets | $261,407,000 | 344 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $261,407,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,000 | 818 |
| 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 | $17,000 | 444 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $17,000 | 355 |
| Total fiduciary and related assets | $248,585,000 | 365 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $248,585,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,000 | 817 |
| 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 | $17,000 | 1,324 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $17,000 | 810 |
| Total fiduciary and related assets | $251,040,000 | 375 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $251,040,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $187,000 | 819 |
| 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 | $140,000 | 810 |
| 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 | $93,000 | 828 |
| 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 | $46,000 | 831 |
| 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 | $17,000 | 1,341 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $17,000 | 838 |
| Total fiduciary and related assets | $233,559,000 | 388 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $233,559,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 817 |
| 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 | $142,000 | 808 |
| 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 | $97,000 | 812 |
| 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 | $49,000 | 816 |
| 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 | $16,000 | 1,404 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $16,000 | 884 |
| Total fiduciary and related assets | $236,939,000 | 374 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $236,939,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 791 |
| 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 | $16,000 | 427 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $242,919,000 | 351 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $242,919,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $157,000 | 783 |
| 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 | $15,000 | 447 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $15,000 | 374 |
| Total fiduciary and related assets | $247,060,000 | 353 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $247,060,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,000 | 789 |
| 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 | $15,000 | 447 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $15,000 | 376 |
| Total fiduciary and related assets | $251,163,000 | 354 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $251,163,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,000 | 797 |
| 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 | $15,000 | 1,434 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $15,000 | 897 |
| Total fiduciary and related assets | $250,238,000 | 365 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $250,238,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,000 | 789 |
| 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 | $15,000 | 437 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $15,000 | 368 |
| Total fiduciary and related assets | $271,662,000 | 343 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $271,662,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,000 | 786 |
| 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 | $15,000 | 443 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $15,000 | 377 |
| Total fiduciary and related assets | $215,786,000 | 368 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $215,786,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,000 | 808 |
| 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 | $14,000 | 454 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $14,000 | 383 |
| Total fiduciary and related assets | $259,523,000 | 360 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $259,523,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,000 | 817 |
| 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 | $14,000 | 1,490 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $14,000 | 931 |
| Total fiduciary and related assets | $257,641,000 | 371 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $257,641,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,000 | 843 |
| 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 | $126,000 | 857 |
| 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 | $81,000 | 869 |
| 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 | $38,000 | 886 |
| 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 | $15,000 | 1,529 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $15,000 | 934 |
| Total fiduciary and related assets | $205,592,000 | 406 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $205,592,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $158,000 | 905 |
| 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 | $14,000 | 1,493 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $14,000 | 911 |
| Total fiduciary and related assets | $197,762,000 | 401 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $197,762,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 887 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $20,000 | 1,279 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |