Home > Auto Club Trust, FSB > Fiduciary and Related Services
Auto Club Trust, FSB, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $375,000 | 411 |
| Number of Managed Accounts | $371,000 | 365 |
| Number of Non-Managed Accounts | $4,000 | 691 |
| Total fiduciary and related assets | $104,225,000 | 577 |
| Managed Assets ($) | $104,194,000 | 527 |
| Non-managed Assets ($) | $31,000 | 794 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 554 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $532,000 | 552 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $364,000 | 546 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,000 | 561 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $387,000 | 418 |
| Number of Managed Accounts | $383,000 | 369 |
| Number of Non-Managed Accounts | $4,000 | 731 |
| Total fiduciary and related assets | $102,014,000 | 587 |
| Managed Assets ($) | $101,994,000 | 537 |
| Non-managed Assets ($) | $20,000 | 848 |
| Memoranda | ||
| Gross Fiduciary activities income | $751,000 | 566 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,000 | 561 |
| 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 | $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 | $421,000 | 511 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 497 |
| 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 | $399,000 | 378 |
| Number of Managed Accounts | $396,000 | 331 |
| Number of Non-Managed Accounts | $3,000 | 734 |
| Total fiduciary and related assets | $128,621,000 | 530 |
| Managed Assets ($) | $128,604,000 | 480 |
| Non-managed Assets ($) | $17,000 | 826 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 505 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 498 |
| 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 | $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 | $405,000 | 509 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $192,000 | 520 |
| 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 | $375,000 | 391 |
| Number of Managed Accounts | $371,000 | 338 |
| Number of Non-Managed Accounts | $4,000 | 725 |
| Total fiduciary and related assets | $103,574,000 | 557 |
| Managed Assets ($) | $103,562,000 | 500 |
| Non-managed Assets ($) | $12,000 | 852 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 540 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 532 |
| 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 | $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 | $302,000 | 546 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,000 | 541 |
| 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 | $379,000 | 394 |
| Number of Managed Accounts | $375,000 | 331 |
| Number of Non-Managed Accounts | $4,000 | 754 |
| Total fiduciary and related assets | $95,992,000 | 563 |
| Managed Assets ($) | $95,970,000 | 514 |
| Non-managed Assets ($) | $22,000 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 531 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $513,000 | 530 |
| 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 | $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 | $340,000 | 529 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000 | 537 |
| 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 | $396,000 | 391 |
| Number of Managed Accounts | $392,000 | 323 |
| Number of Non-Managed Accounts | $4,000 | 774 |
| Total fiduciary and related assets | $88,307,000 | 578 |
| Managed Assets ($) | $88,288,000 | 530 |
| Non-managed Assets ($) | $19,000 | 908 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 536 |
| 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 | $508,000 | 529 |
| 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 | $343,000 | 529 |
| 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 | $170,000 | 547 |
| 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 | $376,000 | 403 |
| Number of Managed Accounts | $372,000 | 331 |
| Number of Non-Managed Accounts | $4,000 | 801 |
| Total fiduciary and related assets | $92,784,000 | 589 |
| Managed Assets ($) | $92,775,000 | 525 |
| Non-managed Assets ($) | $9,000 | 938 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 543 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 553 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 564 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $139,000 | 585 |
| 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 | $361,000 | 409 |
| Number of Managed Accounts | $357,000 | 338 |
| Number of Non-Managed Accounts | $4,000 | 837 |
| Total fiduciary and related assets | $77,805,000 | 620 |
| Managed Assets ($) | $77,786,000 | 551 |
| Non-managed Assets ($) | $19,000 | 967 |
| Memoranda | ||
| Gross Fiduciary activities income | $585,000 | 562 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000 | 555 |
| 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 | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 565 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,000 | 572 |
| 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 | $358,000 | 418 |
| Number of Managed Accounts | $354,000 | 344 |
| Number of Non-Managed Accounts | $4,000 | 877 |
| Total fiduciary and related assets | $77,085,000 | 628 |
| Managed Assets ($) | $77,072,000 | 560 |
| Non-managed Assets ($) | $13,000 | 1,002 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 559 |
| 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 | $353,000 | 349 |
| Number of Managed Accounts | $349,000 | 310 |
| Number of Non-Managed Accounts | $4,000 | 378 |
| Total fiduciary and related assets | $74,411,000 | 401 |
| Managed Assets ($) | $74,401,000 | 381 |
| Non-managed Assets ($) | $10,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 560 |
| 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 | $361,000 | 348 |
| Number of Managed Accounts | $357,000 | 308 |
| Number of Non-Managed Accounts | $4,000 | 382 |
| Total fiduciary and related assets | $77,544,000 | 406 |
| Managed Assets ($) | $77,533,000 | 384 |
| Non-managed Assets ($) | $11,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 570 |
| 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 | $361,000 | 353 |
| Number of Managed Accounts | $357,000 | 312 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $78,979,000 | 406 |
| Managed Assets ($) | $78,963,000 | 384 |
| Non-managed Assets ($) | $16,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,000 | 581 |
| 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 | $360,000 | 436 |
| Number of Managed Accounts | $357,000 | 359 |
| Number of Non-Managed Accounts | $3,000 | 945 |
| Total fiduciary and related assets | $79,141,000 | 638 |
| Managed Assets ($) | $79,136,000 | 566 |
| Non-managed Assets ($) | $5,000 | 1,057 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 581 |
| 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 | $343,000 | 358 |
| Number of Managed Accounts | $339,000 | 320 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $77,225,000 | 406 |
| Managed Assets ($) | $77,219,000 | 382 |
| Non-managed Assets ($) | $6,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,000 | 580 |
| 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 | $341,000 | 360 |
| Number of Managed Accounts | $337,000 | 324 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $78,775,000 | 405 |
| Managed Assets ($) | $78,768,000 | 383 |
| Non-managed Assets ($) | $7,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 594 |
| 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 | $330,000 | 368 |
| Number of Managed Accounts | $326,000 | 330 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $72,500,000 | 409 |
| Managed Assets ($) | $72,494,000 | 388 |
| Non-managed Assets ($) | $6,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,000 | 603 |
| 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 | $305,000 | 481 |
| Number of Managed Accounts | $301,000 | 398 |
| Number of Non-Managed Accounts | $4,000 | 935 |
| Total fiduciary and related assets | $59,061,000 | 698 |
| Managed Assets ($) | $59,058,000 | 619 |
| Non-managed Assets ($) | $3,000 | 1,086 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 657 |
| 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 | $274,000 | 360 |
| Number of Managed Accounts | $270,000 | 328 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $48,922,000 | 392 |
| Managed Assets ($) | $48,916,000 | 372 |
| Non-managed Assets ($) | $6,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 671 |
| 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 | $265,000 | 361 |
| Number of Managed Accounts | $261,000 | 330 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $46,852,000 | 394 |
| Managed Assets ($) | $46,831,000 | 374 |
| Non-managed Assets ($) | $21,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,000 | 673 |
| 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 | $254,000 | 365 |
| Number of Managed Accounts | $250,000 | 333 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $43,840,000 | 398 |
| Managed Assets ($) | $43,837,000 | 375 |
| Non-managed Assets ($) | $3,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000 | 681 |
| 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 | $243,000 | 530 |
| Number of Managed Accounts | $239,000 | 434 |
| Number of Non-Managed Accounts | $4,000 | 957 |
| Total fiduciary and related assets | $40,478,000 | 761 |
| Managed Assets ($) | $40,473,000 | 679 |
| Non-managed Assets ($) | $5,000 | 1,107 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 737 |
| 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 | $237,000 | 352 |
| Number of Managed Accounts | $233,000 | 327 |
| Number of Non-Managed Accounts | $4,000 | 355 |
| Total fiduciary and related assets | $38,344,000 | 377 |
| Managed Assets ($) | $38,342,000 | 357 |
| Non-managed Assets ($) | $2,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000 | 743 |
| 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 | $222,000 | 354 |
| Number of Managed Accounts | $218,000 | 325 |
| Number of Non-Managed Accounts | $4,000 | 359 |
| Total fiduciary and related assets | $34,489,000 | 377 |
| Managed Assets ($) | $34,487,000 | 355 |
| Non-managed Assets ($) | $2,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,000 | 763 |
| 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 | $214,000 | 353 |
| Number of Managed Accounts | $210,000 | 325 |
| Number of Non-Managed Accounts | $4,000 | 360 |
| Total fiduciary and related assets | $31,507,000 | 378 |
| Managed Assets ($) | $31,504,000 | 356 |
| Non-managed Assets ($) | $3,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,000 | 769 |
| 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 | $208,000 | 584 |
| Number of Managed Accounts | $205,000 | 473 |
| Number of Non-Managed Accounts | $3,000 | 1,011 |
| Total fiduciary and related assets | $28,952,000 | 820 |
| Managed Assets ($) | $28,942,000 | 731 |
| Non-managed Assets ($) | $10,000 | 1,141 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $228,000 | 360 |
| Number of Managed Accounts | $225,000 | 323 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $25,691,000 | 388 |
| Managed Assets ($) | $25,690,000 | 360 |
| Non-managed Assets ($) | $1,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $226,000 | 366 |
| Number of Managed Accounts | $223,000 | 328 |
| Number of Non-Managed Accounts | $3,000 | 382 |
| Total fiduciary and related assets | $29,404,000 | 393 |
| Managed Assets ($) | $29,403,000 | 366 |
| Non-managed Assets ($) | $1,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $216,000 | 370 |
| Number of Managed Accounts | $211,000 | 336 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $28,691,000 | 399 |
| Managed Assets ($) | $28,690,000 | 372 |
| Non-managed Assets ($) | $1,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $214,000 | 598 |
| Number of Managed Accounts | $210,000 | 480 |
| Number of Non-Managed Accounts | $4,000 | 1,025 |
| Total fiduciary and related assets | $28,236,000 | 860 |
| Managed Assets ($) | $28,235,000 | 764 |
| Non-managed Assets ($) | $1,000 | 1,201 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $219,000 | 354 |
| Number of Managed Accounts | $215,000 | 316 |
| Number of Non-Managed Accounts | $4,000 | 376 |
| Total fiduciary and related assets | $27,492,000 | 386 |
| Managed Assets ($) | $27,487,000 | 360 |
| Non-managed Assets ($) | $5,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $227,000 | 352 |
| Number of Managed Accounts | $222,000 | 316 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $26,106,000 | 390 |
| Managed Assets ($) | $26,104,000 | 360 |
| Non-managed Assets ($) | $2,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $237,000 | 359 |
| Number of Managed Accounts | $232,000 | 319 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $27,382,000 | 399 |
| Managed Assets ($) | $27,373,000 | 366 |
| Non-managed Assets ($) | $9,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $234,000 | 586 |
| Number of Managed Accounts | $229,000 | 464 |
| Number of Non-Managed Accounts | $5,000 | 1,018 |
| Total fiduciary and related assets | $26,701,000 | 876 |
| Managed Assets ($) | $26,700,000 | 777 |
| Non-managed Assets ($) | $1,000 | 1,232 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $241,000 | 346 |
| Number of Managed Accounts | $236,000 | 306 |
| Number of Non-Managed Accounts | $5,000 | 362 |
| Total fiduciary and related assets | $25,337,000 | 390 |
| Managed Assets ($) | $25,331,000 | 359 |
| Non-managed Assets ($) | $6,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $249,000 | 352 |
| Number of Managed Accounts | $244,000 | 311 |
| Number of Non-Managed Accounts | $5,000 | 373 |
| Total fiduciary and related assets | $24,365,000 | 395 |
| Managed Assets ($) | $24,362,000 | 364 |
| Non-managed Assets ($) | $3,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $254,000 | 354 |
| Number of Managed Accounts | $248,000 | 311 |
| Number of Non-Managed Accounts | $6,000 | 364 |
| Total fiduciary and related assets | $22,279,000 | 398 |
| Managed Assets ($) | $21,862,000 | 367 |
| Non-managed Assets ($) | $417,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $270,000 | 555 |
| Number of Managed Accounts | $264,000 | 433 |
| Number of Non-Managed Accounts | $6,000 | 996 |
| Total fiduciary and related assets | $25,927,000 | 887 |
| Managed Assets ($) | $25,464,000 | 799 |
| Non-managed Assets ($) | $463,000 | 1,069 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $261,000 | 373 |
| Number of Managed Accounts | $255,000 | 327 |
| Number of Non-Managed Accounts | $6,000 | 390 |
| Total fiduciary and related assets | $31,118,000 | 420 |
| Managed Assets ($) | $30,686,000 | 392 |
| Non-managed Assets ($) | $432,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $258,000 | 381 |
| Number of Managed Accounts | $252,000 | 336 |
| Number of Non-Managed Accounts | $6,000 | 396 |
| Total fiduciary and related assets | $35,669,000 | 423 |
| Managed Assets ($) | $35,580,000 | 395 |
| Non-managed Assets ($) | $89,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $259,000 | 382 |
| Number of Managed Accounts | $252,000 | 337 |
| Number of Non-Managed Accounts | $7,000 | 397 |
| Total fiduciary and related assets | $4,259,834,000 | 84 |
| Managed Assets ($) | $3,515,006,000 | 61 |
| Non-managed Assets ($) | $744,828,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $264,000 | 565 |
| Number of Managed Accounts | $256,000 | 444 |
| Number of Non-Managed Accounts | $8,000 | 972 |
| Total fiduciary and related assets | $4,374,363,000 | 81 |
| Managed Assets ($) | $3,582,158,000 | 61 |
| Non-managed Assets ($) | $792,205,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $250,000 | 365 |
| Number of Managed Accounts | $242,000 | 327 |
| Number of Non-Managed Accounts | $8,000 | 379 |
| Total fiduciary and related assets | $4,333,599,000 | 82 |
| Managed Assets ($) | $3,527,474,000 | 61 |
| Non-managed Assets ($) | $806,125,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $237,000 | 373 |
| Number of Managed Accounts | $229,000 | 334 |
| Number of Non-Managed Accounts | $8,000 | 383 |
| Total fiduciary and related assets | $4,349,486,000 | 84 |
| Managed Assets ($) | $3,549,971,000 | 63 |
| Non-managed Assets ($) | $799,515,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $237,000 | 378 |
| Number of Managed Accounts | $230,000 | 337 |
| Number of Non-Managed Accounts | $7,000 | 389 |
| Total fiduciary and related assets | $4,242,109,000 | 85 |
| Managed Assets ($) | $3,479,664,000 | 62 |
| Non-managed Assets ($) | $762,445,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $261,000 | 565 |
| Number of Managed Accounts | $251,000 | 441 |
| Number of Non-Managed Accounts | $10,000 | 946 |
| Total fiduciary and related assets | $4,211,181,000 | 81 |
| Managed Assets ($) | $3,462,999,000 | 61 |
| Non-managed Assets ($) | $748,182,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $250,000 | 363 |
| Number of Managed Accounts | $242,000 | 328 |
| Number of Non-Managed Accounts | $8,000 | 373 |
| Total fiduciary and related assets | $743,447,000 | 213 |
| Managed Assets ($) | $31,610,000 | 374 |
| Non-managed Assets ($) | $711,837,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $251,000 | 370 |
| Number of Managed Accounts | $244,000 | 332 |
| Number of Non-Managed Accounts | $7,000 | 382 |
| Total fiduciary and related assets | $725,392,000 | 218 |
| Managed Assets ($) | $30,061,000 | 378 |
| Non-managed Assets ($) | $695,331,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $237,000 | 378 |
| Number of Managed Accounts | $230,000 | 342 |
| Number of Non-Managed Accounts | $7,000 | 388 |
| Total fiduciary and related assets | $758,502,000 | 218 |
| Managed Assets ($) | $29,242,000 | 388 |
| Non-managed Assets ($) | $729,260,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $214,000 | 650 |
| Number of Managed Accounts | $207,000 | 525 |
| Number of Non-Managed Accounts | $7,000 | 1,043 |
| Total fiduciary and related assets | $734,146,000 | 221 |
| Managed Assets ($) | $27,609,000 | 834 |
| Non-managed Assets ($) | $706,537,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $201,000 | 374 |
| Number of Managed Accounts | $195,000 | 341 |
| Number of Non-Managed Accounts | $6,000 | 381 |
| Total fiduciary and related assets | $715,460,000 | 221 |
| Managed Assets ($) | $19,083,000 | 386 |
| Non-managed Assets ($) | $696,377,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $188,000 | 393 |
| Number of Managed Accounts | $181,000 | 358 |
| Number of Non-Managed Accounts | $7,000 | 395 |
| Total fiduciary and related assets | $710,121,000 | 220 |
| Managed Assets ($) | $17,272,000 | 404 |
| Non-managed Assets ($) | $692,849,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $166,000 | 399 |
| Number of Managed Accounts | $159,000 | 366 |
| Number of Non-Managed Accounts | $7,000 | 397 |
| Total fiduciary and related assets | $698,484,000 | 224 |
| Managed Assets ($) | $14,704,000 | 409 |
| Non-managed Assets ($) | $683,780,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $163,000 | 760 |
| Number of Managed Accounts | $157,000 | 617 |
| Number of Non-Managed Accounts | $6,000 | 1,081 |
| Total fiduciary and related assets | $700,355,000 | 224 |
| Managed Assets ($) | $14,050,000 | 975 |
| Non-managed Assets ($) | $686,305,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $146,000 | 397 |
| Number of Managed Accounts | $139,000 | 357 |
| Number of Non-Managed Accounts | $7,000 | 387 |
| Total fiduciary and related assets | $654,954,000 | 223 |
| Managed Assets ($) | $12,442,000 | 398 |
| Non-managed Assets ($) | $642,512,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $114,000 | 412 |
| Number of Managed Accounts | $110,000 | 374 |
| Number of Non-Managed Accounts | $4,000 | 405 |
| Total fiduciary and related assets | $636,443,000 | 226 |
| Managed Assets ($) | $10,746,000 | 407 |
| Non-managed Assets ($) | $625,697,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $104,000 | 422 |
| Number of Managed Accounts | $100,000 | 380 |
| Number of Non-Managed Accounts | $4,000 | 410 |
| Total fiduciary and related assets | $638,091,000 | 230 |
| Managed Assets ($) | $10,465,000 | 414 |
| Non-managed Assets ($) | $627,626,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $104,000 | 936 |
| Number of Managed Accounts | $101,000 | 766 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $616,643,000 | 238 |
| Managed Assets ($) | $10,409,000 | 1,048 |
| Non-managed Assets ($) | $606,234,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $106,000 | 423 |
| Number of Managed Accounts | $102,000 | 387 |
| Number of Non-Managed Accounts | $4,000 | 414 |
| Total fiduciary and related assets | $570,157,000 | 244 |
| Managed Assets ($) | $10,551,000 | 416 |
| Non-managed Assets ($) | $559,606,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $105,000 | 428 |
| Number of Managed Accounts | $101,000 | 389 |
| Number of Non-Managed Accounts | $4,000 | 420 |
| Total fiduciary and related assets | $521,194,000 | 256 |
| Managed Assets ($) | $10,304,000 | 420 |
| Non-managed Assets ($) | $510,890,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $113,000 | 438 |
| Number of Managed Accounts | $110,000 | 395 |
| Number of Non-Managed Accounts | $3,000 | 436 |
| Total fiduciary and related assets | $472,064,000 | 266 |
| Managed Assets ($) | $10,166,000 | 435 |
| Non-managed Assets ($) | $461,898,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $110,000 | 930 |
| Number of Managed Accounts | $107,000 | 760 |
| Number of Non-Managed Accounts | $3,000 | 1,239 |
| Total fiduciary and related assets | $479,037,000 | 264 |
| Managed Assets ($) | $9,025,000 | 1,106 |
| Non-managed Assets ($) | $470,012,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |