Home > Arizona Bank & Trust > Fiduciary and Related Services
Arizona Bank & Trust, Fiduciary and Related Services
| 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 | $328,000 | 348 |
| Number of Managed Accounts | $309,000 | 328 |
| Number of Non-Managed Accounts | $19,000 | 325 |
| Total fiduciary and related assets | $374,868,000 | 344 |
| Managed Assets ($) | $361,259,000 | 315 |
| Non-managed Assets ($) | $13,609,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,083,000 | 350 |
| 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 | $341,000 | 357 |
| Number of Managed Accounts | $323,000 | 336 |
| Number of Non-Managed Accounts | $18,000 | 346 |
| Total fiduciary and related assets | $384,223,000 | 333 |
| Managed Assets ($) | $371,457,000 | 298 |
| Non-managed Assets ($) | $12,766,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 306 |
| 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 | $351,000 | 311 |
| Number of Managed Accounts | $332,000 | 289 |
| Number of Non-Managed Accounts | $19,000 | 291 |
| Total fiduciary and related assets | $419,186,000 | 296 |
| Managed Assets ($) | $405,083,000 | 275 |
| Non-managed Assets ($) | $14,103,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 299 |
| 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 | $349,000 | 406 |
| Number of Managed Accounts | $330,000 | 367 |
| Number of Non-Managed Accounts | $19,000 | 546 |
| Total fiduciary and related assets | $352,119,000 | 365 |
| Managed Assets ($) | $337,787,000 | 323 |
| Non-managed Assets ($) | $14,332,000 | 487 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,920,000 | 308 |
| 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 | $362,000 | 306 |
| Number of Managed Accounts | $341,000 | 285 |
| Number of Non-Managed Accounts | $21,000 | 282 |
| Total fiduciary and related assets | $352,584,000 | 311 |
| Managed Assets ($) | $337,069,000 | 286 |
| Non-managed Assets ($) | $15,515,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,166,000 | 310 |
| 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 | $368,000 | 347 |
| Number of Managed Accounts | $346,000 | 325 |
| Number of Non-Managed Accounts | $22,000 | 318 |
| Total fiduciary and related assets | $353,714,000 | 355 |
| Managed Assets ($) | $338,233,000 | 316 |
| Non-managed Assets ($) | $15,481,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 307 |
| 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 | $389,000 | 305 |
| Number of Managed Accounts | $366,000 | 284 |
| Number of Non-Managed Accounts | $23,000 | 277 |
| Total fiduciary and related assets | $334,540,000 | 313 |
| Managed Assets ($) | $320,420,000 | 290 |
| Non-managed Assets ($) | $14,120,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $693,000 | 307 |
| 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 | $407,000 | 375 |
| Number of Managed Accounts | $382,000 | 329 |
| Number of Non-Managed Accounts | $25,000 | 511 |
| Total fiduciary and related assets | $336,835,000 | 352 |
| Managed Assets ($) | $324,570,000 | 315 |
| Non-managed Assets ($) | $12,265,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,412,000 | 313 |
| 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 | $309,000 | 317 |
| Number of Managed Accounts | $284,000 | 296 |
| Number of Non-Managed Accounts | $25,000 | 277 |
| Total fiduciary and related assets | $247,504,000 | 328 |
| Managed Assets ($) | $234,699,000 | 301 |
| Non-managed Assets ($) | $12,805,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 314 |
| 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 | $314,000 | 360 |
| Number of Managed Accounts | $289,000 | 336 |
| Number of Non-Managed Accounts | $25,000 | 315 |
| Total fiduciary and related assets | $249,603,000 | 379 |
| Managed Assets ($) | $235,724,000 | 340 |
| Non-managed Assets ($) | $13,879,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 330 |
| 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 | $331,000 | 317 |
| Number of Managed Accounts | $303,000 | 297 |
| Number of Non-Managed Accounts | $28,000 | 274 |
| Total fiduciary and related assets | $232,254,000 | 326 |
| Managed Assets ($) | $218,496,000 | 303 |
| Non-managed Assets ($) | $13,758,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 329 |
| 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 | $354,000 | 415 |
| Number of Managed Accounts | $325,000 | 368 |
| Number of Non-Managed Accounts | $29,000 | 501 |
| Total fiduciary and related assets | $268,302,000 | 378 |
| Managed Assets ($) | $253,955,000 | 337 |
| Non-managed Assets ($) | $14,347,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,554,000 | 308 |
| 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 | $371,000 | 311 |
| Number of Managed Accounts | $337,000 | 290 |
| Number of Non-Managed Accounts | $34,000 | 269 |
| Total fiduciary and related assets | $267,200,000 | 334 |
| Managed Assets ($) | $253,046,000 | 302 |
| Non-managed Assets ($) | $14,154,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,960,000 | 300 |
| 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 | $371,000 | 341 |
| Number of Managed Accounts | $338,000 | 316 |
| Number of Non-Managed Accounts | $33,000 | 292 |
| Total fiduciary and related assets | $260,224,000 | 374 |
| Managed Assets ($) | $245,029,000 | 334 |
| Non-managed Assets ($) | $15,195,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,350,000 | 297 |
| 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 | $409,000 | 330 |
| Number of Managed Accounts | $373,000 | 307 |
| Number of Non-Managed Accounts | $36,000 | 290 |
| Total fiduciary and related assets | $277,603,000 | 365 |
| Managed Assets ($) | $261,957,000 | 327 |
| Non-managed Assets ($) | $15,646,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,000 | 290 |
| 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 | $400,000 | 386 |
| Number of Managed Accounts | $364,000 | 340 |
| Number of Non-Managed Accounts | $36,000 | 476 |
| Total fiduciary and related assets | $287,091,000 | 359 |
| Managed Assets ($) | $271,233,000 | 315 |
| Non-managed Assets ($) | $15,858,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,071,000 | 277 |
| 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 | $417,000 | 324 |
| Number of Managed Accounts | $381,000 | 302 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $312,594,000 | 363 |
| Managed Assets ($) | $295,157,000 | 316 |
| Non-managed Assets ($) | $17,437,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,344,000 | 274 |
| 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 | $459,000 | 314 |
| Number of Managed Accounts | $423,000 | 292 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $301,710,000 | 364 |
| Managed Assets ($) | $284,281,000 | 321 |
| Non-managed Assets ($) | $17,429,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,593,000 | 272 |
| 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 | $497,000 | 306 |
| Number of Managed Accounts | $458,000 | 286 |
| Number of Non-Managed Accounts | $39,000 | 289 |
| Total fiduciary and related assets | $302,638,000 | 363 |
| Managed Assets ($) | $284,867,000 | 319 |
| Non-managed Assets ($) | $17,771,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 278 |
| 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 | $454,000 | 359 |
| Number of Managed Accounts | $416,000 | 315 |
| Number of Non-Managed Accounts | $38,000 | 472 |
| Total fiduciary and related assets | $293,547,000 | 369 |
| Managed Assets ($) | $265,433,000 | 339 |
| Non-managed Assets ($) | $28,114,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,623,000 | 298 |
| 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 | $459,000 | 313 |
| Number of Managed Accounts | $421,000 | 292 |
| Number of Non-Managed Accounts | $38,000 | 281 |
| Total fiduciary and related assets | $291,067,000 | 361 |
| Managed Assets ($) | $263,319,000 | 333 |
| Non-managed Assets ($) | $27,748,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,807,000 | 308 |
| 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 | $467,000 | 313 |
| Number of Managed Accounts | $429,000 | 290 |
| Number of Non-Managed Accounts | $38,000 | 280 |
| Total fiduciary and related assets | $287,365,000 | 358 |
| Managed Assets ($) | $259,802,000 | 333 |
| Non-managed Assets ($) | $27,563,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,244,000 | 304 |
| 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 | $464,000 | 314 |
| Number of Managed Accounts | $424,000 | 291 |
| Number of Non-Managed Accounts | $40,000 | 278 |
| Total fiduciary and related assets | $276,971,000 | 368 |
| Managed Assets ($) | $249,327,000 | 343 |
| Non-managed Assets ($) | $27,644,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 327 |
| 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 | $448,000 | 359 |
| Number of Managed Accounts | $405,000 | 312 |
| Number of Non-Managed Accounts | $43,000 | 458 |
| Total fiduciary and related assets | $258,315,000 | 381 |
| Managed Assets ($) | $229,478,000 | 350 |
| Non-managed Assets ($) | $28,837,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,130,000 | 321 |
| 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 | $420,000 | 324 |
| Number of Managed Accounts | $377,000 | 298 |
| Number of Non-Managed Accounts | $43,000 | 284 |
| Total fiduciary and related assets | $256,376,000 | 368 |
| Managed Assets ($) | $223,397,000 | 342 |
| Non-managed Assets ($) | $32,979,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 335 |
| 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 | $409,000 | 330 |
| Number of Managed Accounts | $364,000 | 302 |
| Number of Non-Managed Accounts | $45,000 | 284 |
| Total fiduciary and related assets | $254,514,000 | 371 |
| Managed Assets ($) | $220,505,000 | 345 |
| Non-managed Assets ($) | $34,009,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 347 |
| 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 | $419,000 | 330 |
| Number of Managed Accounts | $370,000 | 301 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $244,249,000 | 376 |
| Managed Assets ($) | $209,336,000 | 348 |
| Non-managed Assets ($) | $34,913,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 347 |
| 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 | $432,000 | 369 |
| Number of Managed Accounts | $383,000 | 318 |
| Number of Non-Managed Accounts | $49,000 | 446 |
| Total fiduciary and related assets | $256,543,000 | 379 |
| Managed Assets ($) | $220,831,000 | 349 |
| Non-managed Assets ($) | $35,712,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,069,000 | 327 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,516,000 | 333 |
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,044,000 | 327 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $513,000 | 332 |
| 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 | $364,000 | 431 |
| Number of Managed Accounts | $342,000 | 368 |
| Number of Non-Managed Accounts | $22,000 | 648 |
| Total fiduciary and related assets | $214,928,000 | 418 |
| Managed Assets ($) | $184,759,000 | 388 |
| Non-managed Assets ($) | $30,169,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,935,000 | 342 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,389,000 | 350 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 342 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 353 |
| 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 | $336,000 | 455 |
| Number of Managed Accounts | $326,000 | 374 |
| Number of Non-Managed Accounts | $10,000 | 825 |
| Total fiduciary and related assets | $203,138,000 | 417 |
| Managed Assets ($) | $179,830,000 | 379 |
| Non-managed Assets ($) | $23,308,000 | 450 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 331 |
| 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 | $311,000 | 351 |
| Number of Managed Accounts | $300,000 | 318 |
| Number of Non-Managed Accounts | $11,000 | 344 |
| Total fiduciary and related assets | $194,475,000 | 370 |
| Managed Assets ($) | $172,637,000 | 346 |
| Non-managed Assets ($) | $21,838,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,408,000 | 331 |
| 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 | $314,000 | 351 |
| Number of Managed Accounts | $304,000 | 314 |
| Number of Non-Managed Accounts | $10,000 | 350 |
| Total fiduciary and related assets | $185,671,000 | 372 |
| Managed Assets ($) | $164,815,000 | 344 |
| Non-managed Assets ($) | $20,856,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $942,000 | 332 |
| 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 | $314,000 | 354 |
| Number of Managed Accounts | $300,000 | 319 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $189,780,000 | 372 |
| Managed Assets ($) | $168,797,000 | 344 |
| Non-managed Assets ($) | $20,983,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $427,000 | 350 |
| 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 | $315,000 | 474 |
| Number of Managed Accounts | $302,000 | 383 |
| Number of Non-Managed Accounts | $13,000 | 790 |
| Total fiduciary and related assets | $176,375,000 | 435 |
| Managed Assets ($) | $157,526,000 | 384 |
| Non-managed Assets ($) | $18,849,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,797,000 | 328 |
| 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 | $307,000 | 343 |
| Number of Managed Accounts | $295,000 | 312 |
| Number of Non-Managed Accounts | $12,000 | 333 |
| Total fiduciary and related assets | $159,804,000 | 365 |
| Managed Assets ($) | $141,285,000 | 337 |
| Non-managed Assets ($) | $18,519,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 324 |
| 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 | $331,000 | 338 |
| Number of Managed Accounts | $317,000 | 302 |
| Number of Non-Managed Accounts | $14,000 | 328 |
| Total fiduciary and related assets | $153,813,000 | 361 |
| Managed Assets ($) | $134,989,000 | 335 |
| Non-managed Assets ($) | $18,824,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $904,000 | 321 |
| 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 | $321,000 | 337 |
| Number of Managed Accounts | $305,000 | 306 |
| Number of Non-Managed Accounts | $16,000 | 319 |
| Total fiduciary and related assets | $145,422,000 | 364 |
| Managed Assets ($) | $131,819,000 | 335 |
| Non-managed Assets ($) | $13,603,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $413,000 | 339 |
| 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 | $331,000 | 453 |
| Number of Managed Accounts | $316,000 | 380 |
| Number of Non-Managed Accounts | $15,000 | 765 |
| Total fiduciary and related assets | $140,939,000 | 473 |
| Managed Assets ($) | $126,672,000 | 419 |
| Non-managed Assets ($) | $14,267,000 | 547 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,657,000 | 302 |
| 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 | $325,000 | 341 |
| Number of Managed Accounts | $303,000 | 308 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $135,315,000 | 363 |
| Managed Assets ($) | $118,148,000 | 331 |
| Non-managed Assets ($) | $17,167,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 301 |
| 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 | $322,000 | 344 |
| Number of Managed Accounts | $307,000 | 307 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $132,866,000 | 371 |
| Managed Assets ($) | $118,650,000 | 338 |
| Non-managed Assets ($) | $14,216,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $869,000 | 291 |
| 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 | $317,000 | 349 |
| Number of Managed Accounts | $302,000 | 314 |
| Number of Non-Managed Accounts | $15,000 | 344 |
| Total fiduciary and related assets | $130,393,000 | 376 |
| Managed Assets ($) | $117,403,000 | 343 |
| Non-managed Assets ($) | $12,990,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $394,000 | 312 |
| 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 | $326,000 | 481 |
| Number of Managed Accounts | $309,000 | 391 |
| Number of Non-Managed Accounts | $17,000 | 781 |
| Total fiduciary and related assets | $133,224,000 | 497 |
| Managed Assets ($) | $119,849,000 | 442 |
| Non-managed Assets ($) | $13,375,000 | 560 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,540,000 | 311 |
| 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 | $328,000 | 334 |
| Number of Managed Accounts | $310,000 | 300 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $143,371,000 | 362 |
| Managed Assets ($) | $130,114,000 | 329 |
| Non-managed Assets ($) | $13,257,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 311 |
| 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 | $323,000 | 336 |
| Number of Managed Accounts | $307,000 | 302 |
| Number of Non-Managed Accounts | $16,000 | 334 |
| Total fiduciary and related assets | $137,714,000 | 364 |
| Managed Assets ($) | $125,876,000 | 328 |
| Non-managed Assets ($) | $11,838,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 304 |
| 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 | $325,000 | 341 |
| Number of Managed Accounts | $311,000 | 303 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $132,488,000 | 375 |
| Managed Assets ($) | $119,439,000 | 335 |
| Non-managed Assets ($) | $13,049,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 325 |
| 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 | $328,000 | 485 |
| Number of Managed Accounts | $306,000 | 387 |
| Number of Non-Managed Accounts | $22,000 | 745 |
| Total fiduciary and related assets | $111,595,000 | 536 |
| Managed Assets ($) | $98,122,000 | 471 |
| Non-managed Assets ($) | $13,473,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,367,000 | 320 |
| 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 | $449,000 | 310 |
| Number of Managed Accounts | $306,000 | 294 |
| Number of Non-Managed Accounts | $143,000 | 183 |
| Total fiduciary and related assets | $138,436,000 | 356 |
| Managed Assets ($) | $99,941,000 | 331 |
| Non-managed Assets ($) | $38,495,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 312 |
| 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 | $476,000 | 307 |
| Number of Managed Accounts | $305,000 | 300 |
| Number of Non-Managed Accounts | $171,000 | 171 |
| Total fiduciary and related assets | $136,261,000 | 359 |
| Managed Assets ($) | $90,355,000 | 339 |
| Non-managed Assets ($) | $45,906,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $729,000 | 308 |
| 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 | $487,000 | 307 |
| Number of Managed Accounts | $303,000 | 298 |
| Number of Non-Managed Accounts | $184,000 | 167 |
| Total fiduciary and related assets | $134,610,000 | 359 |
| Managed Assets ($) | $85,345,000 | 340 |
| Non-managed Assets ($) | $49,265,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 346 |
| 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 | $488,000 | 387 |
| Number of Managed Accounts | $301,000 | 395 |
| Number of Non-Managed Accounts | $187,000 | 240 |
| Total fiduciary and related assets | $139,010,000 | 469 |
| Managed Assets ($) | $87,455,000 | 492 |
| Non-managed Assets ($) | $51,555,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 340 |
| 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 | $494,000 | 317 |
| Number of Managed Accounts | $306,000 | 312 |
| Number of Non-Managed Accounts | $188,000 | 170 |
| Total fiduciary and related assets | $166,179,000 | 378 |
| Managed Assets ($) | $100,610,000 | 363 |
| Non-managed Assets ($) | $65,569,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,030,000 | 342 |
| 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 | $513,000 | 317 |
| Number of Managed Accounts | $310,000 | 315 |
| Number of Non-Managed Accounts | $203,000 | 172 |
| Total fiduciary and related assets | $175,615,000 | 383 |
| Managed Assets ($) | $107,282,000 | 368 |
| Non-managed Assets ($) | $68,333,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 349 |
| 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 | $521,000 | 314 |
| Number of Managed Accounts | $311,000 | 318 |
| Number of Non-Managed Accounts | $210,000 | 171 |
| Total fiduciary and related assets | $162,948,000 | 397 |
| Managed Assets ($) | $94,569,000 | 377 |
| Non-managed Assets ($) | $68,379,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,000 | 366 |
| 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 | $542,000 | 355 |
| Number of Managed Accounts | $331,000 | 376 |
| Number of Non-Managed Accounts | $211,000 | 229 |
| Total fiduciary and related assets | $174,069,000 | 464 |
| Managed Assets ($) | $101,482,000 | 504 |
| Non-managed Assets ($) | $72,587,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,448,000 | 333 |
| 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 | $548,000 | 291 |
| Number of Managed Accounts | $324,000 | 306 |
| Number of Non-Managed Accounts | $224,000 | 155 |
| Total fiduciary and related assets | $178,163,000 | 375 |
| Managed Assets ($) | $101,196,000 | 361 |
| Non-managed Assets ($) | $76,967,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 322 |
| 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 | $549,000 | 296 |
| Number of Managed Accounts | $326,000 | 306 |
| Number of Non-Managed Accounts | $223,000 | 160 |
| Total fiduciary and related assets | $176,559,000 | 382 |
| Managed Assets ($) | $100,738,000 | 366 |
| Non-managed Assets ($) | $75,821,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $803,000 | 315 |
| 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 | $564,000 | 296 |
| Number of Managed Accounts | $333,000 | 304 |
| Number of Non-Managed Accounts | $231,000 | 155 |
| Total fiduciary and related assets | $160,778,000 | 386 |
| Managed Assets ($) | $95,248,000 | 373 |
| Non-managed Assets ($) | $65,530,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 298 |
| 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 | $603,000 | 330 |
| Number of Managed Accounts | $364,000 | 345 |
| Number of Non-Managed Accounts | $239,000 | 212 |
| Total fiduciary and related assets | $162,840,000 | 475 |
| Managed Assets ($) | $94,752,000 | 514 |
| Non-managed Assets ($) | $68,088,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 328 |
| 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 | $634,000 | 285 |
| Number of Managed Accounts | $389,000 | 285 |
| Number of Non-Managed Accounts | $245,000 | 160 |
| Total fiduciary and related assets | $165,629,000 | 371 |
| Managed Assets ($) | $93,542,000 | 352 |
| Non-managed Assets ($) | $72,087,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 320 |
| 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 | $640,000 | 285 |
| Number of Managed Accounts | $388,000 | 288 |
| Number of Non-Managed Accounts | $252,000 | 164 |
| Total fiduciary and related assets | $175,985,000 | 375 |
| Managed Assets ($) | $106,378,000 | 351 |
| Non-managed Assets ($) | $69,607,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 320 |
| 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 | $692,000 | 277 |
| Number of Managed Accounts | $424,000 | 287 |
| Number of Non-Managed Accounts | $268,000 | 165 |
| Total fiduciary and related assets | $184,053,000 | 378 |
| Managed Assets ($) | $112,114,000 | 354 |
| Non-managed Assets ($) | $71,939,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 302 |
| 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 | $796,000 | 276 |
| Number of Managed Accounts | $520,000 | 279 |
| Number of Non-Managed Accounts | $276,000 | 205 |
| Total fiduciary and related assets | $175,271,000 | 446 |
| Managed Assets ($) | $101,757,000 | 486 |
| Non-managed Assets ($) | $73,514,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 340 |
| 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 | $801,000 | 241 |
| Number of Managed Accounts | $525,000 | 251 |
| Number of Non-Managed Accounts | $276,000 | 153 |
| Total fiduciary and related assets | $162,739,000 | 371 |
| Managed Assets ($) | $91,328,000 | 351 |
| Non-managed Assets ($) | $71,411,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 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 | $823,000 | 238 |
| Number of Managed Accounts | $537,000 | 250 |
| Number of Non-Managed Accounts | $286,000 | 149 |
| Total fiduciary and related assets | $155,989,000 | 388 |
| Managed Assets ($) | $91,558,000 | 364 |
| Non-managed Assets ($) | $64,431,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 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 | $836,000 | 237 |
| Number of Managed Accounts | $552,000 | 249 |
| Number of Non-Managed Accounts | $284,000 | 153 |
| Total fiduciary and related assets | $168,025,000 | 384 |
| Managed Assets ($) | $103,367,000 | 363 |
| Non-managed Assets ($) | $64,658,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 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 | $840,000 | 258 |
| Number of Managed Accounts | $642,000 | 229 |
| Number of Non-Managed Accounts | $198,000 | 260 |
| Total fiduciary and related assets | $337,872,000 | 309 |
| Managed Assets ($) | $288,864,000 | 264 |
| Non-managed Assets ($) | $49,008,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,204 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,824 |
| 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 | $18,000 | 1,153 |
| 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 | $9,000 | 1,203 |
| 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 | $3,000 | 1,247 |
| 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 | $5,000 | 1,671 |
| Number of Managed Accounts | $5,000 | 1,513 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $797,000 | 1,633 |
| Managed Assets ($) | $797,000 | 1,535 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 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 | $0 | 1,599 |