Home > Bar Harbor Bank & Trust > Fiduciary and Related Services
Bar Harbor Bank & Trust, 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 | $2,311,000 | 124 |
| Number of Managed Accounts | $2,287,000 | 97 |
| Number of Non-Managed Accounts | $24,000 | 501 |
| Total fiduciary and related assets | $2,407,152,000 | 164 |
| Managed Assets ($) | $2,384,946,000 | 123 |
| Non-managed Assets ($) | $22,206,000 | 442 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,658,000 | 152 |
| 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 | $2,286,000 | 121 |
| Number of Managed Accounts | $2,262,000 | 96 |
| Number of Non-Managed Accounts | $24,000 | 295 |
| Total fiduciary and related assets | $2,268,018,000 | 165 |
| Managed Assets ($) | $2,246,359,000 | 126 |
| Non-managed Assets ($) | $21,659,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,637,000 | 151 |
| 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 | $2,311,000 | 119 |
| Number of Managed Accounts | $2,287,000 | 93 |
| Number of Non-Managed Accounts | $24,000 | 344 |
| Total fiduciary and related assets | $2,281,006,000 | 162 |
| Managed Assets ($) | $2,258,763,000 | 121 |
| Non-managed Assets ($) | $22,243,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,520,000 | 149 |
| 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 | $2,346,000 | 125 |
| Number of Managed Accounts | $2,322,000 | 100 |
| Number of Non-Managed Accounts | $24,000 | 304 |
| Total fiduciary and related assets | $2,258,879,000 | 169 |
| Managed Assets ($) | $2,237,659,000 | 130 |
| Non-managed Assets ($) | $21,220,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,044,000 | 157 |
| 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 | $2,362,000 | 125 |
| Number of Managed Accounts | $2,338,000 | 98 |
| Number of Non-Managed Accounts | $24,000 | 522 |
| Total fiduciary and related assets | $2,222,322,000 | 167 |
| Managed Assets ($) | $2,202,016,000 | 129 |
| Non-managed Assets ($) | $20,306,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,877,000 | 152 |
| 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 | $2,367,000 | 122 |
| Number of Managed Accounts | $2,342,000 | 98 |
| Number of Non-Managed Accounts | $25,000 | 313 |
| Total fiduciary and related assets | $2,068,872,000 | 166 |
| Managed Assets ($) | $2,049,860,000 | 127 |
| Non-managed Assets ($) | $19,012,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,829,000 | 153 |
| 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 | $2,359,000 | 109 |
| Number of Managed Accounts | $2,333,000 | 91 |
| Number of Non-Managed Accounts | $26,000 | 320 |
| Total fiduciary and related assets | $2,142,916,000 | 135 |
| Managed Assets ($) | $2,120,396,000 | 108 |
| Non-managed Assets ($) | $22,520,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,770,000 | 125 |
| 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 | $2,377,000 | 108 |
| Number of Managed Accounts | $2,345,000 | 91 |
| Number of Non-Managed Accounts | $32,000 | 263 |
| Total fiduciary and related assets | $2,336,607,000 | 141 |
| Managed Assets ($) | $2,310,290,000 | 108 |
| Non-managed Assets ($) | $26,317,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,344,000 | 128 |
| 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 | $2,384,000 | 107 |
| Number of Managed Accounts | $2,352,000 | 90 |
| Number of Non-Managed Accounts | $32,000 | 469 |
| Total fiduciary and related assets | $2,439,988,000 | 142 |
| Managed Assets ($) | $2,412,569,000 | 106 |
| Non-managed Assets ($) | $27,419,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,381,000 | 123 |
| 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 | $2,401,000 | 107 |
| Number of Managed Accounts | $2,368,000 | 91 |
| Number of Non-Managed Accounts | $33,000 | 262 |
| Total fiduciary and related assets | $2,278,574,000 | 145 |
| Managed Assets ($) | $2,252,581,000 | 112 |
| Non-managed Assets ($) | $25,993,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,971,000 | 125 |
| 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 | $2,416,000 | 104 |
| Number of Managed Accounts | $2,382,000 | 91 |
| Number of Non-Managed Accounts | $34,000 | 296 |
| Total fiduciary and related assets | $2,302,919,000 | 144 |
| Managed Assets ($) | $2,276,868,000 | 111 |
| Non-managed Assets ($) | $26,051,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,590,000 | 123 |
| 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 | $2,440,000 | 105 |
| Number of Managed Accounts | $2,392,000 | 91 |
| Number of Non-Managed Accounts | $48,000 | 245 |
| Total fiduciary and related assets | $2,203,269,000 | 143 |
| Managed Assets ($) | $2,147,547,000 | 111 |
| Non-managed Assets ($) | $55,722,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,144,000 | 128 |
| 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 | $2,449,000 | 107 |
| Number of Managed Accounts | $2,396,000 | 90 |
| Number of Non-Managed Accounts | $53,000 | 375 |
| Total fiduciary and related assets | $2,143,568,000 | 143 |
| Managed Assets ($) | $2,089,848,000 | 111 |
| Non-managed Assets ($) | $53,720,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,063,000 | 127 |
| 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 | $2,457,000 | 103 |
| Number of Managed Accounts | $2,410,000 | 89 |
| Number of Non-Managed Accounts | $47,000 | 241 |
| Total fiduciary and related assets | $2,005,332,000 | 141 |
| Managed Assets ($) | $1,956,002,000 | 111 |
| Non-managed Assets ($) | $49,330,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,016,000 | 126 |
| 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 | $2,505,000 | 106 |
| Number of Managed Accounts | $2,454,000 | 86 |
| Number of Non-Managed Accounts | $51,000 | 257 |
| Total fiduciary and related assets | $1,969,636,000 | 142 |
| Managed Assets ($) | $1,922,845,000 | 112 |
| Non-managed Assets ($) | $46,791,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,933,000 | 126 |
| 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 | $2,538,000 | 103 |
| Number of Managed Accounts | $2,431,000 | 85 |
| Number of Non-Managed Accounts | $107,000 | 182 |
| Total fiduciary and related assets | $1,791,268,000 | 139 |
| Managed Assets ($) | $1,741,364,000 | 114 |
| Non-managed Assets ($) | $49,904,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,041,000 | 127 |
| 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 | $2,548,000 | 107 |
| Number of Managed Accounts | $2,527,000 | 86 |
| Number of Non-Managed Accounts | $21,000 | 549 |
| Total fiduciary and related assets | $2,073,251,000 | 138 |
| Managed Assets ($) | $2,040,008,000 | 108 |
| Non-managed Assets ($) | $33,243,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,098,000 | 131 |
| 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 | $2,277,000 | 114 |
| Number of Managed Accounts | $2,264,000 | 97 |
| Number of Non-Managed Accounts | $13,000 | 304 |
| Total fiduciary and related assets | $1,856,457,000 | 142 |
| Managed Assets ($) | $1,847,907,000 | 116 |
| Non-managed Assets ($) | $8,550,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,055,000 | 135 |
| 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 | $2,269,000 | 115 |
| Number of Managed Accounts | $2,255,000 | 96 |
| Number of Non-Managed Accounts | $14,000 | 331 |
| Total fiduciary and related assets | $1,832,201,000 | 144 |
| Managed Assets ($) | $1,822,459,000 | 118 |
| Non-managed Assets ($) | $9,742,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,319,000 | 136 |
| 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 | $2,331,000 | 114 |
| Number of Managed Accounts | $2,317,000 | 92 |
| Number of Non-Managed Accounts | $14,000 | 335 |
| Total fiduciary and related assets | $1,791,730,000 | 147 |
| Managed Assets ($) | $1,782,128,000 | 119 |
| Non-managed Assets ($) | $9,602,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,524,000 | 142 |
| 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 | $2,339,000 | 113 |
| Number of Managed Accounts | $2,325,000 | 89 |
| Number of Non-Managed Accounts | $14,000 | 625 |
| Total fiduciary and related assets | $1,672,802,000 | 146 |
| Managed Assets ($) | $1,664,156,000 | 117 |
| Non-managed Assets ($) | $8,646,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,017,000 | 133 |
| 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 | $2,366,000 | 109 |
| Number of Managed Accounts | $2,352,000 | 86 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $1,831,036,000 | 143 |
| Managed Assets ($) | $1,821,429,000 | 113 |
| Non-managed Assets ($) | $9,607,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,267,000 | 130 |
| 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 | $2,365,000 | 108 |
| Number of Managed Accounts | $2,351,000 | 85 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $1,768,320,000 | 142 |
| Managed Assets ($) | $1,759,027,000 | 115 |
| Non-managed Assets ($) | $9,293,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,547,000 | 129 |
| 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 | $2,367,000 | 107 |
| Number of Managed Accounts | $2,351,000 | 84 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $1,766,566,000 | 145 |
| Managed Assets ($) | $1,756,828,000 | 114 |
| Non-managed Assets ($) | $9,738,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,741,000 | 133 |
| 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 | $2,398,000 | 107 |
| Number of Managed Accounts | $2,379,000 | 83 |
| Number of Non-Managed Accounts | $19,000 | 596 |
| Total fiduciary and related assets | $1,816,753,000 | 143 |
| Managed Assets ($) | $1,803,403,000 | 111 |
| Non-managed Assets ($) | $13,350,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,109,000 | 125 |
| 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 | $2,435,000 | 103 |
| Number of Managed Accounts | $2,418,000 | 81 |
| Number of Non-Managed Accounts | $17,000 | 324 |
| Total fiduciary and related assets | $1,766,068,000 | 143 |
| Managed Assets ($) | $1,754,129,000 | 112 |
| Non-managed Assets ($) | $11,939,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,405,000 | 121 |
| 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 | $2,505,000 | 99 |
| Number of Managed Accounts | $2,488,000 | 77 |
| Number of Non-Managed Accounts | $17,000 | 328 |
| Total fiduciary and related assets | $1,796,012,000 | 137 |
| Managed Assets ($) | $1,779,397,000 | 108 |
| Non-managed Assets ($) | $16,615,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,624,000 | 120 |
| 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 | $2,561,000 | 98 |
| Number of Managed Accounts | $2,543,000 | 72 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $1,836,885,000 | 131 |
| Managed Assets ($) | $1,825,057,000 | 104 |
| Non-managed Assets ($) | $11,828,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,542,000 | 126 |
| 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 | $663,000 | 289 |
| Number of Managed Accounts | $658,000 | 244 |
| Number of Non-Managed Accounts | $5,000 | 810 |
| Total fiduciary and related assets | $405,890,000 | 304 |
| Managed Assets ($) | $402,760,000 | 262 |
| Non-managed Assets ($) | $3,130,000 | 721 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,961,000 | 266 |
| 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 | $665,000 | 272 |
| Number of Managed Accounts | $660,000 | 237 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $407,806,000 | 299 |
| Managed Assets ($) | $404,703,000 | 257 |
| Non-managed Assets ($) | $3,103,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,224,000 | 267 |
| 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 | $654,000 | 275 |
| Number of Managed Accounts | $649,000 | 243 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $401,700,000 | 306 |
| Managed Assets ($) | $398,639,000 | 260 |
| Non-managed Assets ($) | $3,061,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 269 |
| 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 | $661,000 | 275 |
| Number of Managed Accounts | $656,000 | 235 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $376,992,000 | 309 |
| Managed Assets ($) | $373,929,000 | 262 |
| Non-managed Assets ($) | $3,063,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 277 |
| 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 | $672,000 | 287 |
| Number of Managed Accounts | $667,000 | 236 |
| Number of Non-Managed Accounts | $5,000 | 852 |
| Total fiduciary and related assets | $380,572,000 | 309 |
| Managed Assets ($) | $377,533,000 | 262 |
| Non-managed Assets ($) | $3,039,000 | 733 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,940,000 | 270 |
| 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 | $673,000 | 273 |
| Number of Managed Accounts | $668,000 | 232 |
| Number of Non-Managed Accounts | $5,000 | 374 |
| Total fiduciary and related assets | $373,636,000 | 313 |
| Managed Assets ($) | $370,590,000 | 261 |
| Non-managed Assets ($) | $3,046,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,207,000 | 271 |
| 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 | $668,000 | 277 |
| Number of Managed Accounts | $663,000 | 234 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $397,777,000 | 311 |
| Managed Assets ($) | $394,608,000 | 262 |
| Non-managed Assets ($) | $3,169,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,488,000 | 272 |
| 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 | $669,000 | 274 |
| Number of Managed Accounts | $664,000 | 234 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $406,297,000 | 307 |
| Managed Assets ($) | $403,131,000 | 260 |
| Non-managed Assets ($) | $3,166,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 280 |
| 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 | $669,000 | 294 |
| Number of Managed Accounts | $664,000 | 239 |
| Number of Non-Managed Accounts | $5,000 | 892 |
| Total fiduciary and related assets | $398,117,000 | 310 |
| Managed Assets ($) | $394,949,000 | 263 |
| Non-managed Assets ($) | $3,168,000 | 754 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,897,000 | 278 |
| 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 | $679,000 | 273 |
| Number of Managed Accounts | $674,000 | 229 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $388,955,000 | 311 |
| Managed Assets ($) | $385,713,000 | 264 |
| Non-managed Assets ($) | $3,242,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,163,000 | 279 |
| 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 | $684,000 | 273 |
| Number of Managed Accounts | $679,000 | 229 |
| Number of Non-Managed Accounts | $5,000 | 381 |
| Total fiduciary and related assets | $397,122,000 | 306 |
| Managed Assets ($) | $393,877,000 | 259 |
| Non-managed Assets ($) | $3,245,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 278 |
| 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 | $682,000 | 274 |
| Number of Managed Accounts | $677,000 | 227 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $384,936,000 | 308 |
| Managed Assets ($) | $381,689,000 | 262 |
| Non-managed Assets ($) | $3,247,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $715,000 | 279 |
| 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 | $700,000 | 285 |
| Number of Managed Accounts | $695,000 | 227 |
| Number of Non-Managed Accounts | $5,000 | 912 |
| Total fiduciary and related assets | $390,864,000 | 304 |
| Managed Assets ($) | $387,634,000 | 257 |
| Non-managed Assets ($) | $3,230,000 | 767 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,860,000 | 272 |
| 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 | $700,000 | 263 |
| Number of Managed Accounts | $695,000 | 214 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $383,565,000 | 300 |
| Managed Assets ($) | $380,380,000 | 253 |
| Non-managed Assets ($) | $3,185,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,063,000 | 272 |
| 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 | $702,000 | 260 |
| Number of Managed Accounts | $697,000 | 208 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $376,388,000 | 301 |
| Managed Assets ($) | $373,226,000 | 245 |
| Non-managed Assets ($) | $3,162,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 273 |
| 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 | $701,000 | 266 |
| Number of Managed Accounts | $696,000 | 212 |
| Number of Non-Managed Accounts | $5,000 | 368 |
| Total fiduciary and related assets | $373,090,000 | 298 |
| Managed Assets ($) | $369,880,000 | 245 |
| Non-managed Assets ($) | $3,210,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 269 |
| 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 | $705,000 | 287 |
| Number of Managed Accounts | $700,000 | 216 |
| Number of Non-Managed Accounts | $5,000 | 923 |
| Total fiduciary and related assets | $358,577,000 | 299 |
| Managed Assets ($) | $355,461,000 | 248 |
| Non-managed Assets ($) | $3,116,000 | 778 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,697,000 | 257 |
| 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 | $708,000 | 259 |
| Number of Managed Accounts | $703,000 | 207 |
| Number of Non-Managed Accounts | $5,000 | 352 |
| Total fiduciary and related assets | $361,444,000 | 295 |
| Managed Assets ($) | $358,302,000 | 243 |
| Non-managed Assets ($) | $3,142,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,025,000 | 255 |
| 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 | $718,000 | 252 |
| Number of Managed Accounts | $713,000 | 201 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $353,947,000 | 295 |
| Managed Assets ($) | $350,854,000 | 237 |
| Non-managed Assets ($) | $3,093,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,308,000 | 263 |
| 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 | $715,000 | 255 |
| Number of Managed Accounts | $710,000 | 203 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $353,889,000 | 292 |
| Managed Assets ($) | $350,709,000 | 239 |
| Non-managed Assets ($) | $3,180,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 256 |
| 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 | $704,000 | 280 |
| Number of Managed Accounts | $699,000 | 216 |
| Number of Non-Managed Accounts | $5,000 | 949 |
| Total fiduciary and related assets | $336,961,000 | 297 |
| Managed Assets ($) | $333,894,000 | 242 |
| Non-managed Assets ($) | $3,067,000 | 776 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,532,000 | 229 |
| 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 | $692,000 | 257 |
| Number of Managed Accounts | $687,000 | 209 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $325,567,000 | 290 |
| Managed Assets ($) | $322,554,000 | 242 |
| Non-managed Assets ($) | $3,013,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,818,000 | 235 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $681,000 | 260 |
| Number of Managed Accounts | $676,000 | 210 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $326,422,000 | 300 |
| Managed Assets ($) | $323,286,000 | 251 |
| Non-managed Assets ($) | $3,136,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,210,000 | 236 |
| 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 | $684,000 | 262 |
| Number of Managed Accounts | $679,000 | 206 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $324,513,000 | 305 |
| Managed Assets ($) | $321,386,000 | 252 |
| Non-managed Assets ($) | $3,127,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 239 |
| 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 | $677,000 | 294 |
| Number of Managed Accounts | $672,000 | 222 |
| Number of Non-Managed Accounts | $5,000 | 987 |
| Total fiduciary and related assets | $317,287,000 | 310 |
| Managed Assets ($) | $314,225,000 | 252 |
| Non-managed Assets ($) | $3,062,000 | 826 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 234 |
| 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 | $671,000 | 266 |
| Number of Managed Accounts | $666,000 | 210 |
| Number of Non-Managed Accounts | $5,000 | 371 |
| Total fiduciary and related assets | $304,110,000 | 301 |
| Managed Assets ($) | $301,121,000 | 250 |
| Non-managed Assets ($) | $2,989,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 234 |
| 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 | $679,000 | 266 |
| Number of Managed Accounts | $674,000 | 206 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $270,948,000 | 318 |
| Managed Assets ($) | $268,049,000 | 261 |
| Non-managed Assets ($) | $2,899,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 242 |
| 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 | $682,000 | 267 |
| Number of Managed Accounts | $675,000 | 204 |
| Number of Non-Managed Accounts | $7,000 | 369 |
| Total fiduciary and related assets | $280,351,000 | 325 |
| Managed Assets ($) | $276,611,000 | 269 |
| Non-managed Assets ($) | $3,740,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $546,000 | 241 |
| 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 | $692,000 | 300 |
| Number of Managed Accounts | $685,000 | 222 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $273,830,000 | 324 |
| Managed Assets ($) | $270,140,000 | 270 |
| Non-managed Assets ($) | $3,690,000 | 799 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 252 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,414,000 | 256 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 262 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 265 |
| 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 | $707,000 | 296 |
| Number of Managed Accounts | $698,000 | 218 |
| Number of Non-Managed Accounts | $9,000 | 927 |
| Total fiduciary and related assets | $235,026,000 | 346 |
| Managed Assets ($) | $230,249,000 | 285 |
| Non-managed Assets ($) | $4,777,000 | 726 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,042,000 | 262 |
| 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 | $695,000 | 261 |
| Number of Managed Accounts | $686,000 | 203 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $258,246,000 | 333 |
| Managed Assets ($) | $253,112,000 | 277 |
| Non-managed Assets ($) | $5,134,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,590,000 | 260 |
| 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 | $689,000 | 271 |
| Number of Managed Accounts | $680,000 | 210 |
| Number of Non-Managed Accounts | $9,000 | 384 |
| Total fiduciary and related assets | $270,988,000 | 337 |
| Managed Assets ($) | $265,727,000 | 281 |
| Non-managed Assets ($) | $5,261,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 263 |
| 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 | $684,000 | 274 |
| Number of Managed Accounts | $672,000 | 212 |
| Number of Non-Managed Accounts | $12,000 | 375 |
| Total fiduciary and related assets | $271,529,000 | 345 |
| Managed Assets ($) | $265,635,000 | 285 |
| Non-managed Assets ($) | $5,894,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 280 |
| 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 | $686,000 | 298 |
| Number of Managed Accounts | $673,000 | 223 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $284,285,000 | 342 |
| Managed Assets ($) | $278,364,000 | 281 |
| Non-managed Assets ($) | $5,921,000 | 735 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,146,000 | 263 |
| 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 | $678,000 | 265 |
| Number of Managed Accounts | $665,000 | 213 |
| Number of Non-Managed Accounts | $13,000 | 359 |
| Total fiduciary and related assets | $284,354,000 | 336 |
| Managed Assets ($) | $278,322,000 | 281 |
| Non-managed Assets ($) | $6,032,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,597,000 | 261 |
| 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 | $673,000 | 272 |
| Number of Managed Accounts | $659,000 | 217 |
| Number of Non-Managed Accounts | $14,000 | 363 |
| Total fiduciary and related assets | $277,246,000 | 349 |
| Managed Assets ($) | $270,970,000 | 292 |
| Non-managed Assets ($) | $6,276,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 267 |
| 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 | $674,000 | 273 |
| Number of Managed Accounts | $659,000 | 215 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $264,106,000 | 357 |
| Managed Assets ($) | $257,855,000 | 297 |
| Non-managed Assets ($) | $6,251,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 281 |
| 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 | $676,000 | 304 |
| Number of Managed Accounts | $662,000 | 225 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $258,204,000 | 362 |
| Managed Assets ($) | $252,086,000 | 305 |
| Non-managed Assets ($) | $6,118,000 | 743 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,869,000 | 278 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,394,000 | 284 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $947,000 | 285 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $439,000 | 298 |
| 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 | $650,000 | 315 |
| Number of Managed Accounts | $634,000 | 239 |
| Number of Non-Managed Accounts | $16,000 | 884 |
| Total fiduciary and related assets | $226,360,000 | 391 |
| Managed Assets ($) | $220,553,000 | 317 |
| Non-managed Assets ($) | $5,807,000 | 750 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 300 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 293 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 295 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 307 |
| 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 | $638,000 | 315 |
| Number of Managed Accounts | $625,000 | 232 |
| Number of Non-Managed Accounts | $13,000 | 924 |
| Total fiduciary and related assets | $200,982,000 | 418 |
| Managed Assets ($) | $196,133,000 | 337 |
| Non-managed Assets ($) | $4,849,000 | 793 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 293 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,167,000 | 298 |
| 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 | $817,000 | 296 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| 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 | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,707,000 | 272 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,726,000 | 267 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,525,000 | 291 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,211,000 | 341 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,931,000 | 378 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,675,000 | 408 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,599,000 | 431 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 456 |