Home > BayCoast Bank > Fiduciary and Related Services
BayCoast Bank, 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 | $967,000 | 254 |
| Number of Managed Accounts | $966,000 | 213 |
| Number of Non-Managed Accounts | $1,000 | 775 |
| Total fiduciary and related assets | $814,745,000 | 274 |
| Managed Assets ($) | $814,744,000 | 239 |
| Non-managed Assets ($) | $1,000 | 816 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,257,000 | 253 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,924,000 | 254 |
| 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 | $967,000 | 242 |
| Number of Managed Accounts | $965,000 | 204 |
| Number of Non-Managed Accounts | $2,000 | 421 |
| Total fiduciary and related assets | $778,049,000 | 272 |
| Managed Assets ($) | $777,620,000 | 239 |
| Non-managed Assets ($) | $429,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,616,000 | 250 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,285,000 | 265 |
| 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 | $986,000 | 253 |
| Number of Managed Accounts | $984,000 | 207 |
| Number of Non-Managed Accounts | $2,000 | 783 |
| Total fiduciary and related assets | $730,480,000 | 285 |
| Managed Assets ($) | $730,474,000 | 252 |
| Non-managed Assets ($) | $6,000 | 856 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,223,000 | 262 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,989,000 | 259 |
| 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 | $993,000 | 221 |
| Number of Managed Accounts | $990,000 | 186 |
| Number of Non-Managed Accounts | $3,000 | 391 |
| Total fiduciary and related assets | $734,105,000 | 242 |
| Managed Assets ($) | $734,090,000 | 208 |
| Non-managed Assets ($) | $15,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,712,000 | 225 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 228 |
| 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 | $985,000 | 230 |
| Number of Managed Accounts | $974,000 | 191 |
| Number of Non-Managed Accounts | $11,000 | 621 |
| Total fiduciary and related assets | $852,199,000 | 239 |
| Managed Assets ($) | $705,957,000 | 231 |
| Non-managed Assets ($) | $146,242,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,388,000 | 226 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,962,000 | 227 |
| 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 | $979,000 | 227 |
| Number of Managed Accounts | $968,000 | 193 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $794,338,000 | 246 |
| Managed Assets ($) | $655,968,000 | 233 |
| Non-managed Assets ($) | $138,370,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,602,000 | 228 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,277,000 | 227 |
| 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 | $972,000 | 231 |
| Number of Managed Accounts | $959,000 | 198 |
| Number of Non-Managed Accounts | $13,000 | 610 |
| Total fiduciary and related assets | $735,302,000 | 249 |
| Managed Assets ($) | $606,702,000 | 236 |
| Non-managed Assets ($) | $128,600,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,796,000 | 229 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,583,000 | 224 |
| 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 | $966,000 | 229 |
| Number of Managed Accounts | $954,000 | 195 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $657,279,000 | 255 |
| Managed Assets ($) | $549,933,000 | 237 |
| Non-managed Assets ($) | $107,346,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 226 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 225 |
| 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 | $964,000 | 231 |
| Number of Managed Accounts | $949,000 | 195 |
| Number of Non-Managed Accounts | $15,000 | 606 |
| Total fiduciary and related assets | $683,065,000 | 250 |
| Managed Assets ($) | $571,102,000 | 235 |
| Non-managed Assets ($) | $111,963,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,754,000 | 221 |
| 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 | $965,000 | 217 |
| Number of Managed Accounts | $950,000 | 187 |
| Number of Non-Managed Accounts | $15,000 | 301 |
| Total fiduciary and related assets | $659,373,000 | 244 |
| Managed Assets ($) | $552,519,000 | 230 |
| Non-managed Assets ($) | $106,854,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,499,000 | 221 |
| 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 | $964,000 | 223 |
| Number of Managed Accounts | $950,000 | 190 |
| Number of Non-Managed Accounts | $14,000 | 331 |
| Total fiduciary and related assets | $653,157,000 | 246 |
| Managed Assets ($) | $545,552,000 | 236 |
| Non-managed Assets ($) | $107,605,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,312,000 | 222 |
| 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 | $966,000 | 227 |
| Number of Managed Accounts | $951,000 | 194 |
| Number of Non-Managed Accounts | $15,000 | 332 |
| Total fiduciary and related assets | $646,304,000 | 246 |
| Managed Assets ($) | $538,465,000 | 234 |
| Non-managed Assets ($) | $107,839,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 224 |
| 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 | $964,000 | 234 |
| Number of Managed Accounts | $950,000 | 190 |
| Number of Non-Managed Accounts | $14,000 | 625 |
| Total fiduciary and related assets | $592,533,000 | 251 |
| Managed Assets ($) | $494,181,000 | 236 |
| Non-managed Assets ($) | $98,352,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,596,000 | 221 |
| 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 | $967,000 | 225 |
| Number of Managed Accounts | $955,000 | 188 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $642,429,000 | 253 |
| Managed Assets ($) | $535,006,000 | 233 |
| Non-managed Assets ($) | $107,423,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,457,000 | 220 |
| 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 | $970,000 | 225 |
| Number of Managed Accounts | $957,000 | 188 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $619,471,000 | 253 |
| Managed Assets ($) | $517,052,000 | 237 |
| Non-managed Assets ($) | $102,419,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,286,000 | 224 |
| 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 | $966,000 | 227 |
| Number of Managed Accounts | $952,000 | 189 |
| Number of Non-Managed Accounts | $14,000 | 341 |
| Total fiduciary and related assets | $617,263,000 | 253 |
| Managed Assets ($) | $518,014,000 | 230 |
| Non-managed Assets ($) | $99,249,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 226 |
| 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 | $969,000 | 236 |
| Number of Managed Accounts | $953,000 | 189 |
| Number of Non-Managed Accounts | $16,000 | 624 |
| Total fiduciary and related assets | $597,835,000 | 256 |
| Managed Assets ($) | $498,846,000 | 235 |
| Non-managed Assets ($) | $98,989,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,081,000 | 229 |
| 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 | $962,000 | 225 |
| Number of Managed Accounts | $947,000 | 184 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $566,196,000 | 261 |
| Managed Assets ($) | $479,747,000 | 240 |
| Non-managed Assets ($) | $86,449,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,963,000 | 236 |
| 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 | $885,000 | 237 |
| Number of Managed Accounts | $867,000 | 200 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $540,705,000 | 263 |
| Managed Assets ($) | $454,189,000 | 246 |
| Non-managed Assets ($) | $86,516,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,868,000 | 242 |
| 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 | $762,000 | 257 |
| Number of Managed Accounts | $747,000 | 219 |
| Number of Non-Managed Accounts | $15,000 | 330 |
| Total fiduciary and related assets | $466,203,000 | 286 |
| Managed Assets ($) | $394,206,000 | 266 |
| Non-managed Assets ($) | $71,997,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $905,000 | 248 |
| 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 | $763,000 | 265 |
| Number of Managed Accounts | $748,000 | 218 |
| Number of Non-Managed Accounts | $15,000 | 654 |
| Total fiduciary and related assets | $456,351,000 | 283 |
| Managed Assets ($) | $388,166,000 | 266 |
| Non-managed Assets ($) | $68,185,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,493,000 | 244 |
| 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 | $759,000 | 251 |
| Number of Managed Accounts | $746,000 | 214 |
| Number of Non-Managed Accounts | $13,000 | 345 |
| Total fiduciary and related assets | $449,376,000 | 284 |
| Managed Assets ($) | $382,671,000 | 262 |
| Non-managed Assets ($) | $66,705,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,588,000 | 245 |
| 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 | $766,000 | 253 |
| Number of Managed Accounts | $756,000 | 214 |
| Number of Non-Managed Accounts | $10,000 | 360 |
| Total fiduciary and related assets | $448,848,000 | 289 |
| Managed Assets ($) | $385,024,000 | 265 |
| Non-managed Assets ($) | $63,824,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,718,000 | 250 |
| 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 | $772,000 | 252 |
| Number of Managed Accounts | $758,000 | 211 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $443,495,000 | 284 |
| Managed Assets ($) | $382,181,000 | 259 |
| Non-managed Assets ($) | $61,314,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 247 |
| 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 | $771,000 | 264 |
| Number of Managed Accounts | $762,000 | 216 |
| Number of Non-Managed Accounts | $9,000 | 778 |
| Total fiduciary and related assets | $419,932,000 | 295 |
| Managed Assets ($) | $360,802,000 | 268 |
| Non-managed Assets ($) | $59,130,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,343,000 | 254 |
| 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 | $763,000 | 256 |
| Number of Managed Accounts | $754,000 | 210 |
| Number of Non-Managed Accounts | $9,000 | 360 |
| Total fiduciary and related assets | $410,966,000 | 296 |
| Managed Assets ($) | $354,196,000 | 267 |
| Non-managed Assets ($) | $56,770,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 256 |
| 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 | $748,000 | 261 |
| Number of Managed Accounts | $738,000 | 217 |
| Number of Non-Managed Accounts | $10,000 | 360 |
| Total fiduciary and related assets | $433,368,000 | 294 |
| Managed Assets ($) | $374,842,000 | 268 |
| Non-managed Assets ($) | $58,526,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 258 |
| 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 | $745,000 | 260 |
| Number of Managed Accounts | $736,000 | 217 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $460,367,000 | 284 |
| Managed Assets ($) | $434,964,000 | 247 |
| Non-managed Assets ($) | $25,403,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 262 |
| 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 | $759,000 | 271 |
| Number of Managed Accounts | $743,000 | 219 |
| Number of Non-Managed Accounts | $16,000 | 718 |
| Total fiduciary and related assets | $458,710,000 | 286 |
| Managed Assets ($) | $424,814,000 | 251 |
| Non-managed Assets ($) | $33,896,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,425,000 | 248 |
| 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 | $745,000 | 260 |
| Number of Managed Accounts | $722,000 | 220 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $461,800,000 | 283 |
| Managed Assets ($) | $429,053,000 | 248 |
| Non-managed Assets ($) | $32,747,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,590,000 | 249 |
| 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 | $734,000 | 262 |
| Number of Managed Accounts | $719,000 | 219 |
| Number of Non-Managed Accounts | $15,000 | 343 |
| Total fiduciary and related assets | $456,173,000 | 285 |
| Managed Assets ($) | $444,067,000 | 244 |
| Non-managed Assets ($) | $12,106,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,682,000 | 254 |
| 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 | $751,000 | 262 |
| Number of Managed Accounts | $725,000 | 215 |
| Number of Non-Managed Accounts | $26,000 | 313 |
| Total fiduciary and related assets | $435,903,000 | 290 |
| Managed Assets ($) | $424,997,000 | 245 |
| Non-managed Assets ($) | $10,906,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 257 |
| 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 | $735,000 | 276 |
| Number of Managed Accounts | $709,000 | 223 |
| Number of Non-Managed Accounts | $26,000 | 615 |
| Total fiduciary and related assets | $425,845,000 | 291 |
| Managed Assets ($) | $417,129,000 | 246 |
| Non-managed Assets ($) | $8,716,000 | 624 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,189,000 | 249 |
| 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 | $726,000 | 259 |
| Number of Managed Accounts | $700,000 | 212 |
| Number of Non-Managed Accounts | $26,000 | 304 |
| Total fiduciary and related assets | $406,464,000 | 294 |
| Managed Assets ($) | $398,637,000 | 248 |
| Non-managed Assets ($) | $7,827,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,326,000 | 250 |
| 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 | $716,000 | 257 |
| Number of Managed Accounts | $691,000 | 213 |
| Number of Non-Managed Accounts | $25,000 | 309 |
| Total fiduciary and related assets | $397,646,000 | 290 |
| Managed Assets ($) | $390,738,000 | 240 |
| Non-managed Assets ($) | $6,908,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 264 |
| 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 | $703,000 | 265 |
| Number of Managed Accounts | $680,000 | 216 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $400,948,000 | 289 |
| Managed Assets ($) | $394,436,000 | 235 |
| Non-managed Assets ($) | $6,512,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 265 |
| 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 | $676,000 | 292 |
| Number of Managed Accounts | $655,000 | 229 |
| Number of Non-Managed Accounts | $21,000 | 693 |
| Total fiduciary and related assets | $445,590,000 | 268 |
| Managed Assets ($) | $439,608,000 | 219 |
| Non-managed Assets ($) | $5,982,000 | 692 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,609,000 | 267 |
| 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 | $655,000 | 268 |
| Number of Managed Accounts | $634,000 | 220 |
| Number of Non-Managed Accounts | $21,000 | 309 |
| Total fiduciary and related assets | $347,507,000 | 300 |
| Managed Assets ($) | $342,545,000 | 248 |
| Non-managed Assets ($) | $4,962,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,942,000 | 264 |
| 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 | $646,000 | 265 |
| Number of Managed Accounts | $625,000 | 219 |
| Number of Non-Managed Accounts | $21,000 | 310 |
| Total fiduciary and related assets | $335,070,000 | 299 |
| Managed Assets ($) | $330,473,000 | 249 |
| Non-managed Assets ($) | $4,597,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 272 |
| 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 | $646,000 | 266 |
| Number of Managed Accounts | $625,000 | 218 |
| Number of Non-Managed Accounts | $21,000 | 306 |
| Total fiduciary and related assets | $336,055,000 | 301 |
| Managed Assets ($) | $331,724,000 | 249 |
| Non-managed Assets ($) | $4,331,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 260 |
| 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 | $628,000 | 305 |
| Number of Managed Accounts | $608,000 | 238 |
| Number of Non-Managed Accounts | $20,000 | 714 |
| Total fiduciary and related assets | $323,279,000 | 304 |
| Managed Assets ($) | $319,435,000 | 252 |
| Non-managed Assets ($) | $3,844,000 | 751 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,321,000 | 242 |
| 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 | $614,000 | 275 |
| Number of Managed Accounts | $598,000 | 225 |
| Number of Non-Managed Accounts | $16,000 | 338 |
| Total fiduciary and related assets | $300,931,000 | 304 |
| Managed Assets ($) | $300,924,000 | 254 |
| Non-managed Assets ($) | $7,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,755,000 | 240 |
| 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 | $610,000 | 277 |
| Number of Managed Accounts | $594,000 | 228 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $318,863,000 | 309 |
| Managed Assets ($) | $318,827,000 | 255 |
| Non-managed Assets ($) | $36,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,184,000 | 238 |
| 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 | $607,000 | 280 |
| Number of Managed Accounts | $588,000 | 231 |
| Number of Non-Managed Accounts | $19,000 | 333 |
| Total fiduciary and related assets | $312,872,000 | 312 |
| Managed Assets ($) | $312,838,000 | 258 |
| Non-managed Assets ($) | $34,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 251 |
| 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 | $606,000 | 322 |
| Number of Managed Accounts | $584,000 | 246 |
| Number of Non-Managed Accounts | $22,000 | 727 |
| Total fiduciary and related assets | $297,200,000 | 320 |
| Managed Assets ($) | $297,128,000 | 266 |
| Non-managed Assets ($) | $72,000 | 1,151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,226,000 | 241 |
| 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 | $591,000 | 279 |
| Number of Managed Accounts | $569,000 | 228 |
| Number of Non-Managed Accounts | $22,000 | 314 |
| Total fiduciary and related assets | $289,483,000 | 314 |
| Managed Assets ($) | $289,418,000 | 258 |
| Non-managed Assets ($) | $65,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,680,000 | 238 |
| 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 | $598,000 | 279 |
| Number of Managed Accounts | $576,000 | 227 |
| Number of Non-Managed Accounts | $22,000 | 318 |
| Total fiduciary and related assets | $275,372,000 | 315 |
| Managed Assets ($) | $275,307,000 | 257 |
| Non-managed Assets ($) | $65,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,137,000 | 238 |
| 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 | $598,000 | 278 |
| Number of Managed Accounts | $575,000 | 229 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $291,562,000 | 316 |
| Managed Assets ($) | $291,053,000 | 259 |
| Non-managed Assets ($) | $509,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 243 |
| 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 | $577,000 | 339 |
| Number of Managed Accounts | $568,000 | 252 |
| Number of Non-Managed Accounts | $9,000 | 925 |
| Total fiduciary and related assets | $285,002,000 | 317 |
| Managed Assets ($) | $284,457,000 | 261 |
| Non-managed Assets ($) | $545,000 | 1,054 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,023,000 | 245 |
| 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 | $1,460,000 | 250 |
| 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 | $981,000 | 252 |
| 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 | $451,000 | 268 |
| 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 | $518,000 | 372 |
| Number of Managed Accounts | $514,000 | 278 |
| Number of Non-Managed Accounts | $4,000 | 1,054 |
| Total fiduciary and related assets | $238,975,000 | 342 |
| Managed Assets ($) | $238,594,000 | 278 |
| Non-managed Assets ($) | $381,000 | 1,086 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,902,000 | 272 |
| 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 | $495,000 | 316 |
| Number of Managed Accounts | $492,000 | 257 |
| Number of Non-Managed Accounts | $3,000 | 403 |
| Total fiduciary and related assets | $243,946,000 | 349 |
| Managed Assets ($) | $243,432,000 | 289 |
| Non-managed Assets ($) | $514,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 276 |
| 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 | $478,000 | 323 |
| Number of Managed Accounts | $467,000 | 267 |
| Number of Non-Managed Accounts | $11,000 | 372 |
| Total fiduciary and related assets | $233,794,000 | 365 |
| Managed Assets ($) | $233,157,000 | 306 |
| Non-managed Assets ($) | $637,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 276 |
| 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 | $465,000 | 325 |
| Number of Managed Accounts | $454,000 | 272 |
| Number of Non-Managed Accounts | $11,000 | 378 |
| Total fiduciary and related assets | $234,331,000 | 378 |
| Managed Assets ($) | $233,480,000 | 317 |
| Non-managed Assets ($) | $851,000 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 283 |
| 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 | $452,000 | 407 |
| Number of Managed Accounts | $444,000 | 304 |
| Number of Non-Managed Accounts | $8,000 | 972 |
| Total fiduciary and related assets | $237,564,000 | 390 |
| Managed Assets ($) | $236,619,000 | 322 |
| Non-managed Assets ($) | $945,000 | 1,032 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,040,000 | 270 |
| 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 | $1,516,000 | 270 |
| 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 | $1,032,000 | 271 |
| 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 | $466,000 | 290 |
| 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 | $436,000 | 408 |
| Number of Managed Accounts | $413,000 | 315 |
| Number of Non-Managed Accounts | $23,000 | 756 |
| Total fiduciary and related assets | $218,835,000 | 407 |
| Managed Assets ($) | $217,081,000 | 337 |
| Non-managed Assets ($) | $1,754,000 | 949 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 300 |
| 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 | $1,276,000 | 303 |
| 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 | $861,000 | 306 |
| 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 | $399,000 | 317 |
| 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 | $382,000 | 457 |
| Number of Managed Accounts | $362,000 | 360 |
| Number of Non-Managed Accounts | $20,000 | 819 |
| Total fiduciary and related assets | $196,137,000 | 422 |
| Managed Assets ($) | $194,438,000 | 350 |
| Non-managed Assets ($) | $1,699,000 | 970 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,420,000 | 335 |
| 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 | $1,014,000 | 333 |
| 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 | $614,000 | 350 |
| 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 | $274,000 | 374 |
| 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 | $280,000 | 553 |
| Number of Managed Accounts | $277,000 | 423 |
| Number of Non-Managed Accounts | $3,000 | 1,168 |
| Total fiduciary and related assets | $115,177,000 | 540 |
| Managed Assets ($) | $114,867,000 | 444 |
| Non-managed Assets ($) | $310,000 | 1,198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 356 |
| 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 | $815,000 | 365 |
| 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 | $553,000 | 366 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $255,000 | 378 |
| 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 | $266,000 | 587 |
| Number of Managed Accounts | $263,000 | 445 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $110,561,000 | 541 |
| Managed Assets ($) | $110,271,000 | 447 |
| Non-managed Assets ($) | $290,000 | 1,245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 366 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 378 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 381 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 403 |
| 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 | $317,000 | 549 |
| Number of Managed Accounts | $270,000 | 463 |
| Number of Non-Managed Accounts | $47,000 | 645 |
| Total fiduciary and related assets | $114,365,000 | 529 |
| Managed Assets ($) | $105,728,000 | 460 |
| Non-managed Assets ($) | $8,637,000 | 681 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 396 |
| 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 | $320,000 | 520 |
| Number of Managed Accounts | $271,000 | 435 |
| Number of Non-Managed Accounts | $49,000 | 597 |
| Total fiduciary and related assets | $118,282,000 | 495 |
| Managed Assets ($) | $108,711,000 | 437 |
| Non-managed Assets ($) | $9,571,000 | 631 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,059,000 | 410 |
| 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 | $1,014,000 | 421 |
| 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 | $996,000 | 467 |
| 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 | $974,000 | 468 |
| 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 | $782,000 | 539 |
| 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 | $632,000 | 636 |
| 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 | $671,000 | 652 |
| 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 | $629,000 | 663 |
| 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 | $598,000 | 705 |
| 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 | $540,000 | 734 |