Home > Bath Savings Institution > Fiduciary and Related Services
Bath Savings Institution, 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 | $2,662,000 | 112 |
| Number of Managed Accounts | $2,625,000 | 85 |
| Number of Non-Managed Accounts | $37,000 | 434 |
| Total fiduciary and related assets | $1,291,663,000 | 218 |
| Managed Assets ($) | $1,217,081,000 | 186 |
| Non-managed Assets ($) | $74,582,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,271,000 | 201 |
| 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 | $2,588,000 | 111 |
| Number of Managed Accounts | $2,547,000 | 86 |
| Number of Non-Managed Accounts | $41,000 | 262 |
| Total fiduciary and related assets | $1,192,743,000 | 222 |
| Managed Assets ($) | $1,123,336,000 | 189 |
| Non-managed Assets ($) | $69,407,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,997,000 | 206 |
| 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 | $2,554,000 | 112 |
| Number of Managed Accounts | $2,517,000 | 87 |
| Number of Non-Managed Accounts | $37,000 | 310 |
| Total fiduciary and related assets | $1,229,011,000 | 212 |
| Managed Assets ($) | $1,158,706,000 | 185 |
| Non-managed Assets ($) | $70,305,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,934,000 | 204 |
| 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 | $2,529,000 | 120 |
| Number of Managed Accounts | $2,487,000 | 93 |
| Number of Non-Managed Accounts | $42,000 | 269 |
| Total fiduciary and related assets | $1,166,464,000 | 228 |
| Managed Assets ($) | $1,098,261,000 | 195 |
| Non-managed Assets ($) | $68,203,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,891,000 | 216 |
| 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 | $2,466,000 | 121 |
| Number of Managed Accounts | $2,425,000 | 95 |
| Number of Non-Managed Accounts | $41,000 | 433 |
| Total fiduciary and related assets | $1,114,695,000 | 233 |
| Managed Assets ($) | $1,048,677,000 | 200 |
| Non-managed Assets ($) | $66,018,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,635,000 | 218 |
| 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 | $2,406,000 | 120 |
| Number of Managed Accounts | $2,367,000 | 97 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $1,039,691,000 | 231 |
| Managed Assets ($) | $976,831,000 | 198 |
| Non-managed Assets ($) | $62,860,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,632,000 | 219 |
| 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 | $2,370,000 | 107 |
| Number of Managed Accounts | $2,329,000 | 93 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $1,087,863,000 | 195 |
| Managed Assets ($) | $1,024,909,000 | 167 |
| Non-managed Assets ($) | $62,954,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,779,000 | 190 |
| 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 | $2,362,000 | 109 |
| Number of Managed Accounts | $2,322,000 | 94 |
| Number of Non-Managed Accounts | $40,000 | 254 |
| Total fiduciary and related assets | $1,216,394,000 | 198 |
| Managed Assets ($) | $1,146,510,000 | 168 |
| Non-managed Assets ($) | $69,884,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,013,000 | 182 |
| 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 | $2,299,000 | 114 |
| Number of Managed Accounts | $2,260,000 | 95 |
| Number of Non-Managed Accounts | $39,000 | 434 |
| Total fiduciary and related assets | $1,303,788,000 | 199 |
| Managed Assets ($) | $1,228,938,000 | 167 |
| Non-managed Assets ($) | $74,850,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,164,000 | 177 |
| 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 | $2,258,000 | 116 |
| Number of Managed Accounts | $2,219,000 | 98 |
| Number of Non-Managed Accounts | $39,000 | 253 |
| Total fiduciary and related assets | $1,208,117,000 | 201 |
| Managed Assets ($) | $1,139,694,000 | 170 |
| Non-managed Assets ($) | $68,423,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,949,000 | 181 |
| 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 | $2,207,000 | 118 |
| Number of Managed Accounts | $2,166,000 | 100 |
| Number of Non-Managed Accounts | $41,000 | 283 |
| Total fiduciary and related assets | $1,184,911,000 | 201 |
| Managed Assets ($) | $1,117,178,000 | 171 |
| Non-managed Assets ($) | $67,733,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,845,000 | 184 |
| 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 | $2,157,000 | 120 |
| Number of Managed Accounts | $2,119,000 | 103 |
| Number of Non-Managed Accounts | $38,000 | 256 |
| Total fiduciary and related assets | $1,119,062,000 | 202 |
| Managed Assets ($) | $1,056,088,000 | 173 |
| Non-managed Assets ($) | $62,974,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,872,000 | 186 |
| 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 | $2,124,000 | 124 |
| Number of Managed Accounts | $2,072,000 | 104 |
| Number of Non-Managed Accounts | $52,000 | 378 |
| Total fiduciary and related assets | $1,106,315,000 | 204 |
| Managed Assets ($) | $1,043,533,000 | 174 |
| Non-managed Assets ($) | $62,782,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,558,000 | 190 |
| 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 | $2,069,000 | 125 |
| Number of Managed Accounts | $2,030,000 | 104 |
| Number of Non-Managed Accounts | $39,000 | 257 |
| Total fiduciary and related assets | $1,022,266,000 | 202 |
| Managed Assets ($) | $962,584,000 | 173 |
| Non-managed Assets ($) | $59,682,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,703,000 | 194 |
| 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 | $2,016,000 | 128 |
| Number of Managed Accounts | $1,978,000 | 108 |
| Number of Non-Managed Accounts | $38,000 | 288 |
| Total fiduciary and related assets | $954,584,000 | 206 |
| Managed Assets ($) | $898,122,000 | 174 |
| Non-managed Assets ($) | $56,462,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,975,000 | 198 |
| 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 | $1,999,000 | 128 |
| Number of Managed Accounts | $1,962,000 | 107 |
| Number of Non-Managed Accounts | $37,000 | 260 |
| Total fiduciary and related assets | $843,339,000 | 207 |
| Managed Assets ($) | $793,069,000 | 174 |
| Non-managed Assets ($) | $50,270,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 209 |
| 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 | $1,976,000 | 136 |
| Number of Managed Accounts | $1,937,000 | 113 |
| Number of Non-Managed Accounts | $39,000 | 453 |
| Total fiduciary and related assets | $940,989,000 | 210 |
| Managed Assets ($) | $884,525,000 | 179 |
| Non-managed Assets ($) | $56,464,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,066,000 | 196 |
| 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 | $1,937,000 | 135 |
| Number of Managed Accounts | $1,899,000 | 112 |
| Number of Non-Managed Accounts | $38,000 | 267 |
| Total fiduciary and related assets | $920,592,000 | 207 |
| Managed Assets ($) | $866,218,000 | 173 |
| Non-managed Assets ($) | $54,374,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,448,000 | 197 |
| 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 | $1,901,000 | 140 |
| Number of Managed Accounts | $1,864,000 | 114 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $892,213,000 | 206 |
| Managed Assets ($) | $841,241,000 | 176 |
| Non-managed Assets ($) | $50,972,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,901,000 | 202 |
| 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 | $1,861,000 | 142 |
| Number of Managed Accounts | $1,822,000 | 122 |
| Number of Non-Managed Accounts | $39,000 | 284 |
| Total fiduciary and related assets | $849,970,000 | 213 |
| Managed Assets ($) | $800,573,000 | 178 |
| Non-managed Assets ($) | $49,397,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,398,000 | 203 |
| 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 | $1,809,000 | 142 |
| Number of Managed Accounts | $1,774,000 | 121 |
| Number of Non-Managed Accounts | $35,000 | 481 |
| Total fiduciary and related assets | $760,359,000 | 222 |
| Managed Assets ($) | $715,174,000 | 190 |
| Non-managed Assets ($) | $45,185,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,209,000 | 214 |
| 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 | $1,765,000 | 144 |
| Number of Managed Accounts | $1,730,000 | 118 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $815,895,000 | 222 |
| Managed Assets ($) | $767,665,000 | 188 |
| Non-managed Assets ($) | $48,230,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,944,000 | 211 |
| 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 | $1,736,000 | 146 |
| Number of Managed Accounts | $1,702,000 | 121 |
| Number of Non-Managed Accounts | $34,000 | 294 |
| Total fiduciary and related assets | $768,524,000 | 224 |
| Managed Assets ($) | $724,421,000 | 192 |
| Non-managed Assets ($) | $44,103,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,567,000 | 215 |
| 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 | $1,727,000 | 149 |
| Number of Managed Accounts | $1,697,000 | 119 |
| Number of Non-Managed Accounts | $30,000 | 308 |
| Total fiduciary and related assets | $740,849,000 | 227 |
| Managed Assets ($) | $700,204,000 | 190 |
| Non-managed Assets ($) | $40,645,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 215 |
| 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 | $1,717,000 | 150 |
| Number of Managed Accounts | $1,687,000 | 117 |
| Number of Non-Managed Accounts | $30,000 | 517 |
| Total fiduciary and related assets | $747,706,000 | 226 |
| Managed Assets ($) | $706,705,000 | 192 |
| Non-managed Assets ($) | $41,001,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,699,000 | 218 |
| 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 | $1,704,000 | 149 |
| Number of Managed Accounts | $1,675,000 | 120 |
| Number of Non-Managed Accounts | $29,000 | 300 |
| Total fiduciary and related assets | $724,429,000 | 227 |
| Managed Assets ($) | $685,217,000 | 194 |
| Non-managed Assets ($) | $39,212,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,447,000 | 219 |
| 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 | $1,658,000 | 147 |
| Number of Managed Accounts | $1,627,000 | 119 |
| Number of Non-Managed Accounts | $31,000 | 298 |
| Total fiduciary and related assets | $696,797,000 | 232 |
| Managed Assets ($) | $658,332,000 | 192 |
| Non-managed Assets ($) | $38,465,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,274,000 | 224 |
| 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 | $1,626,000 | 145 |
| Number of Managed Accounts | $1,596,000 | 116 |
| Number of Non-Managed Accounts | $30,000 | 299 |
| Total fiduciary and related assets | $680,363,000 | 231 |
| Managed Assets ($) | $645,306,000 | 194 |
| Non-managed Assets ($) | $35,057,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,121,000 | 225 |
| 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 | $1,585,000 | 152 |
| Number of Managed Accounts | $1,560,000 | 116 |
| Number of Non-Managed Accounts | $25,000 | 571 |
| Total fiduciary and related assets | $645,448,000 | 233 |
| Managed Assets ($) | $611,571,000 | 201 |
| Non-managed Assets ($) | $33,877,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,159,000 | 222 |
| 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 | $1,530,000 | 153 |
| Number of Managed Accounts | $1,464,000 | 124 |
| Number of Non-Managed Accounts | $66,000 | 241 |
| Total fiduciary and related assets | $636,379,000 | 237 |
| Managed Assets ($) | $588,212,000 | 209 |
| Non-managed Assets ($) | $48,167,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,071,000 | 222 |
| 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 | $1,501,000 | 158 |
| Number of Managed Accounts | $1,435,000 | 130 |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Total fiduciary and related assets | $607,558,000 | 244 |
| Managed Assets ($) | $559,750,000 | 217 |
| Non-managed Assets ($) | $47,808,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,030,000 | 224 |
| 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 | $1,492,000 | 159 |
| Number of Managed Accounts | $1,426,000 | 128 |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Total fiduciary and related assets | $592,430,000 | 247 |
| Managed Assets ($) | $545,144,000 | 217 |
| Non-managed Assets ($) | $47,286,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 227 |
| 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 | $1,447,000 | 165 |
| Number of Managed Accounts | $1,383,000 | 130 |
| Number of Non-Managed Accounts | $64,000 | 379 |
| Total fiduciary and related assets | $582,919,000 | 249 |
| Managed Assets ($) | $536,529,000 | 219 |
| Non-managed Assets ($) | $46,390,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,803,000 | 234 |
| 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 | $1,415,000 | 161 |
| Number of Managed Accounts | $1,352,000 | 130 |
| Number of Non-Managed Accounts | $63,000 | 244 |
| Total fiduciary and related assets | $557,670,000 | 252 |
| Managed Assets ($) | $512,067,000 | 223 |
| Non-managed Assets ($) | $45,603,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,835,000 | 236 |
| 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 | $1,389,000 | 162 |
| Number of Managed Accounts | $1,325,000 | 138 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $572,023,000 | 257 |
| Managed Assets ($) | $525,577,000 | 228 |
| Non-managed Assets ($) | $46,446,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,901,000 | 238 |
| 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 | $1,359,000 | 166 |
| Number of Managed Accounts | $1,295,000 | 138 |
| Number of Non-Managed Accounts | $64,000 | 249 |
| Total fiduciary and related assets | $568,853,000 | 262 |
| Managed Assets ($) | $522,304,000 | 228 |
| Non-managed Assets ($) | $46,549,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $933,000 | 242 |
| 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 | $1,320,000 | 171 |
| Number of Managed Accounts | $1,251,000 | 142 |
| Number of Non-Managed Accounts | $69,000 | 384 |
| Total fiduciary and related assets | $539,467,000 | 267 |
| Managed Assets ($) | $493,054,000 | 233 |
| Non-managed Assets ($) | $46,413,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,360,000 | 252 |
| 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 | $1,268,000 | 177 |
| Number of Managed Accounts | $1,198,000 | 145 |
| Number of Non-Managed Accounts | $70,000 | 243 |
| Total fiduciary and related assets | $490,280,000 | 276 |
| Managed Assets ($) | $446,160,000 | 245 |
| Non-managed Assets ($) | $44,120,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,471,000 | 258 |
| 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 | $1,241,000 | 177 |
| Number of Managed Accounts | $1,168,000 | 149 |
| Number of Non-Managed Accounts | $73,000 | 233 |
| Total fiduciary and related assets | $482,868,000 | 278 |
| Managed Assets ($) | $444,420,000 | 243 |
| Non-managed Assets ($) | $38,448,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,621,000 | 261 |
| 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 | $1,219,000 | 180 |
| Number of Managed Accounts | $1,148,000 | 149 |
| Number of Non-Managed Accounts | $71,000 | 238 |
| Total fiduciary and related assets | $465,534,000 | 280 |
| Managed Assets ($) | $428,215,000 | 244 |
| Non-managed Assets ($) | $37,319,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 266 |
| 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 | $1,178,000 | 184 |
| Number of Managed Accounts | $1,102,000 | 154 |
| Number of Non-Managed Accounts | $76,000 | 366 |
| Total fiduciary and related assets | $458,785,000 | 281 |
| Managed Assets ($) | $419,931,000 | 244 |
| Non-managed Assets ($) | $38,854,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,864,000 | 270 |
| 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 | $1,144,000 | 181 |
| Number of Managed Accounts | $1,071,000 | 150 |
| Number of Non-Managed Accounts | $73,000 | 229 |
| Total fiduciary and related assets | $434,561,000 | 281 |
| Managed Assets ($) | $397,685,000 | 250 |
| Non-managed Assets ($) | $36,876,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,042,000 | 273 |
| 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 | $1,128,000 | 183 |
| Number of Managed Accounts | $1,055,000 | 148 |
| Number of Non-Managed Accounts | $73,000 | 234 |
| Total fiduciary and related assets | $415,494,000 | 283 |
| Managed Assets ($) | $373,112,000 | 246 |
| Non-managed Assets ($) | $42,382,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 276 |
| 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 | $1,110,000 | 191 |
| Number of Managed Accounts | $1,036,000 | 153 |
| Number of Non-Managed Accounts | $74,000 | 235 |
| Total fiduciary and related assets | $417,404,000 | 280 |
| Managed Assets ($) | $373,724,000 | 243 |
| Non-managed Assets ($) | $43,680,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 279 |
| 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 | $1,077,000 | 199 |
| Number of Managed Accounts | $1,004,000 | 156 |
| Number of Non-Managed Accounts | $73,000 | 390 |
| Total fiduciary and related assets | $385,505,000 | 291 |
| Managed Assets ($) | $343,008,000 | 254 |
| Non-managed Assets ($) | $42,497,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 276 |
| 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 | $1,062,000 | 190 |
| Number of Managed Accounts | $995,000 | 153 |
| Number of Non-Managed Accounts | $67,000 | 237 |
| Total fiduciary and related assets | $382,312,000 | 289 |
| Managed Assets ($) | $342,581,000 | 247 |
| Non-managed Assets ($) | $39,731,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 282 |
| 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 | $1,057,000 | 190 |
| Number of Managed Accounts | $991,000 | 153 |
| Number of Non-Managed Accounts | $66,000 | 238 |
| Total fiduciary and related assets | $364,463,000 | 290 |
| Managed Assets ($) | $326,881,000 | 252 |
| Non-managed Assets ($) | $37,582,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 286 |
| 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 | $1,022,000 | 196 |
| Number of Managed Accounts | $959,000 | 156 |
| Number of Non-Managed Accounts | $63,000 | 238 |
| Total fiduciary and related assets | $361,345,000 | 290 |
| Managed Assets ($) | $323,234,000 | 254 |
| Non-managed Assets ($) | $38,111,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $575,000 | 286 |
| 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 | $973,000 | 214 |
| Number of Managed Accounts | $906,000 | 164 |
| Number of Non-Managed Accounts | $67,000 | 415 |
| Total fiduciary and related assets | $332,067,000 | 300 |
| Managed Assets ($) | $295,491,000 | 264 |
| Non-managed Assets ($) | $36,576,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,145,000 | 255 |
| 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 | $975,000 | 201 |
| Number of Managed Accounts | $905,000 | 158 |
| Number of Non-Managed Accounts | $70,000 | 231 |
| Total fiduciary and related assets | $317,516,000 | 297 |
| Managed Assets ($) | $280,976,000 | 263 |
| Non-managed Assets ($) | $36,540,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,639,000 | 249 |
| 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 | $952,000 | 208 |
| Number of Managed Accounts | $883,000 | 160 |
| Number of Non-Managed Accounts | $69,000 | 239 |
| Total fiduciary and related assets | $326,284,000 | 301 |
| Managed Assets ($) | $286,659,000 | 269 |
| Non-managed Assets ($) | $39,625,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 252 |
| 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 | $922,000 | 215 |
| Number of Managed Accounts | $852,000 | 165 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $320,819,000 | 309 |
| Managed Assets ($) | $283,326,000 | 272 |
| Non-managed Assets ($) | $37,493,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 253 |
| 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 | $896,000 | 238 |
| Number of Managed Accounts | $827,000 | 178 |
| Number of Non-Managed Accounts | $69,000 | 425 |
| Total fiduciary and related assets | $312,207,000 | 311 |
| Managed Assets ($) | $274,891,000 | 278 |
| Non-managed Assets ($) | $37,316,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 257 |
| 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 | $870,000 | 226 |
| Number of Managed Accounts | $798,000 | 177 |
| Number of Non-Managed Accounts | $72,000 | 233 |
| Total fiduciary and related assets | $297,286,000 | 306 |
| Managed Assets ($) | $261,488,000 | 272 |
| Non-managed Assets ($) | $35,798,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 257 |
| 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 | $852,000 | 232 |
| Number of Managed Accounts | $772,000 | 183 |
| Number of Non-Managed Accounts | $80,000 | 224 |
| Total fiduciary and related assets | $277,665,000 | 313 |
| Managed Assets ($) | $241,930,000 | 276 |
| Non-managed Assets ($) | $35,735,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 259 |
| 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 | $820,000 | 237 |
| Number of Managed Accounts | $747,000 | 185 |
| Number of Non-Managed Accounts | $73,000 | 236 |
| Total fiduciary and related assets | $286,360,000 | 320 |
| Managed Assets ($) | $249,834,000 | 277 |
| Non-managed Assets ($) | $36,526,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,000 | 260 |
| 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 | $782,000 | 274 |
| Number of Managed Accounts | $719,000 | 215 |
| Number of Non-Managed Accounts | $63,000 | 459 |
| Total fiduciary and related assets | $272,912,000 | 325 |
| Managed Assets ($) | $245,722,000 | 282 |
| Non-managed Assets ($) | $27,190,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 282 |
| 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 | $1,214,000 | 283 |
| 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 | $787,000 | 289 |
| 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 | $367,000 | 301 |
| 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 | $673,000 | 308 |
| Number of Managed Accounts | $618,000 | 241 |
| Number of Non-Managed Accounts | $55,000 | 520 |
| Total fiduciary and related assets | $227,000,000 | 354 |
| Managed Assets ($) | $202,385,000 | 310 |
| Non-managed Assets ($) | $24,615,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,698,000 | 294 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,293,000 | 299 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $851,000 | 306 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $432,000 | 305 |
| 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 | $664,000 | 302 |
| Number of Managed Accounts | $655,000 | 227 |
| Number of Non-Managed Accounts | $9,000 | 950 |
| Total fiduciary and related assets | $248,123,000 | 379 |
| Managed Assets ($) | $245,964,000 | 310 |
| Non-managed Assets ($) | $2,159,000 | 904 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 307 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 304 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 308 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 318 |
| 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 | $608,000 | 328 |
| Number of Managed Accounts | $598,000 | 246 |
| Number of Non-Managed Accounts | $10,000 | 946 |
| Total fiduciary and related assets | $223,671,000 | 400 |
| Managed Assets ($) | $219,138,000 | 334 |
| Non-managed Assets ($) | $4,533,000 | 785 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,663,000 | 305 |
| 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 | $1,243,000 | 307 |
| 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 | $825,000 | 312 |
| 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 | $423,000 | 306 |
| 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 | $619,000 | 326 |
| Number of Managed Accounts | $608,000 | 247 |
| Number of Non-Managed Accounts | $11,000 | 969 |
| Total fiduciary and related assets | $221,466,000 | 396 |
| Managed Assets ($) | $216,833,000 | 325 |
| Non-managed Assets ($) | $4,633,000 | 798 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 316 |
| 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 | $606,000 | 284 |
| Number of Managed Accounts | $595,000 | 234 |
| Number of Non-Managed Accounts | $11,000 | 370 |
| Total fiduciary and related assets | $217,490,000 | 359 |
| Managed Assets ($) | $212,817,000 | 305 |
| Non-managed Assets ($) | $4,673,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,174,000 | 311 |
| 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 | $570,000 | 300 |
| Number of Managed Accounts | $561,000 | 243 |
| Number of Non-Managed Accounts | $9,000 | 388 |
| Total fiduciary and related assets | $202,561,000 | 373 |
| Managed Assets ($) | $198,038,000 | 318 |
| Non-managed Assets ($) | $4,523,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 315 |
| 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 | $577,000 | 299 |
| Number of Managed Accounts | $561,000 | 246 |
| Number of Non-Managed Accounts | $16,000 | 374 |
| Total fiduciary and related assets | $209,401,000 | 372 |
| Managed Assets ($) | $203,803,000 | 319 |
| Non-managed Assets ($) | $5,598,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 314 |
| 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 | $574,000 | 346 |
| Number of Managed Accounts | $561,000 | 260 |
| Number of Non-Managed Accounts | $13,000 | 924 |
| Total fiduciary and related assets | $214,470,000 | 397 |
| Managed Assets ($) | $208,899,000 | 328 |
| Non-managed Assets ($) | $5,571,000 | 756 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 303 |
| 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 | $505,000 | 314 |
| Number of Managed Accounts | $492,000 | 257 |
| Number of Non-Managed Accounts | $13,000 | 374 |
| Total fiduciary and related assets | $184,773,000 | 373 |
| Managed Assets ($) | $177,572,000 | 319 |
| Non-managed Assets ($) | $7,201,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 307 |
| 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 | $505,000 | 321 |
| Number of Managed Accounts | $492,000 | 259 |
| Number of Non-Managed Accounts | $13,000 | 384 |
| Total fiduciary and related assets | $190,974,000 | 376 |
| Managed Assets ($) | $183,749,000 | 321 |
| Non-managed Assets ($) | $7,225,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 313 |
| 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 | $502,000 | 323 |
| Number of Managed Accounts | $489,000 | 263 |
| Number of Non-Managed Accounts | $13,000 | 385 |
| Total fiduciary and related assets | $188,989,000 | 385 |
| Managed Assets ($) | $181,909,000 | 327 |
| Non-managed Assets ($) | $7,080,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 319 |
| 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 | $503,000 | 401 |
| Number of Managed Accounts | $489,000 | 294 |
| Number of Non-Managed Accounts | $14,000 | 931 |
| Total fiduciary and related assets | $192,423,000 | 417 |
| Managed Assets ($) | $182,760,000 | 348 |
| Non-managed Assets ($) | $9,663,000 | 662 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,292,000 | 336 |
| 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 | $489,000 | 332 |
| Number of Managed Accounts | $475,000 | 279 |
| Number of Non-Managed Accounts | $14,000 | 391 |
| Total fiduciary and related assets | $179,431,000 | 383 |
| Managed Assets ($) | $169,854,000 | 328 |
| Non-managed Assets ($) | $9,577,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $946,000 | 346 |
| 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 | $476,000 | 345 |
| Number of Managed Accounts | $462,000 | 284 |
| Number of Non-Managed Accounts | $14,000 | 396 |
| Total fiduciary and related assets | $180,577,000 | 385 |
| Managed Assets ($) | $170,929,000 | 331 |
| Non-managed Assets ($) | $9,648,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 356 |
| 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 | $457,000 | 355 |
| Number of Managed Accounts | $443,000 | 294 |
| Number of Non-Managed Accounts | $14,000 | 405 |
| Total fiduciary and related assets | $162,256,000 | 396 |
| Managed Assets ($) | $153,222,000 | 345 |
| Non-managed Assets ($) | $9,034,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $299,000 | 371 |
| 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 | $498,000 | 411 |
| Number of Managed Accounts | $481,000 | 319 |
| Number of Non-Managed Accounts | $17,000 | 908 |
| Total fiduciary and related assets | $157,021,000 | 454 |
| Managed Assets ($) | $147,529,000 | 386 |
| Non-managed Assets ($) | $9,492,000 | 658 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 369 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $403,000 | 448 |
| Number of Managed Accounts | $394,000 | 343 |
| Number of Non-Managed Accounts | $9,000 | 998 |
| Total fiduciary and related assets | $164,187,000 | 428 |
| Managed Assets ($) | $155,324,000 | 365 |
| Non-managed Assets ($) | $8,863,000 | 643 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,082,000 | 405 |
| 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 | $1,056,000 | 411 |
| 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 | $832,000 | 505 |
| 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 | $711,000 | 540 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 633 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 758 |
| 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 | $301,000 | 899 |
| 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 | $243,000 | 975 |
| 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 | $131,000 | 1,157 |
| 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 | $90,000 | 1,276 |