Home > Cedar Rapids Bank and Trust Company > Fiduciary and Related Services
Cedar Rapids Bank and Trust Company, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,468 |
| Fiduciary power exercised | $0 | 1,099 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,015 |
| Number of Managed Accounts | $0 | 970 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,015 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,704,000 | 395 |
| 2024-09-30 | 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 | $975,000 | 241 |
| Number of Managed Accounts | $814,000 | 225 |
| Number of Non-Managed Accounts | $161,000 | 154 |
| Total fiduciary and related assets | $958,088,000 | 264 |
| Managed Assets ($) | $819,366,000 | 246 |
| Non-managed Assets ($) | $138,722,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,905,000 | 335 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $946,000 | 256 |
| Number of Managed Accounts | $805,000 | 243 |
| Number of Non-Managed Accounts | $141,000 | 181 |
| Total fiduciary and related assets | $919,510,000 | 269 |
| Managed Assets ($) | $785,000,000 | 252 |
| Non-managed Assets ($) | $134,510,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 338 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $941,000 | 245 |
| Number of Managed Accounts | $800,000 | 229 |
| Number of Non-Managed Accounts | $141,000 | 169 |
| Total fiduciary and related assets | $941,538,000 | 263 |
| Managed Assets ($) | $808,728,000 | 245 |
| Non-managed Assets ($) | $132,810,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $945,000 | 315 |
| 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 | $978,000 | 250 |
| Number of Managed Accounts | $827,000 | 238 |
| Number of Non-Managed Accounts | $151,000 | 203 |
| Total fiduciary and related assets | $918,840,000 | 262 |
| Managed Assets ($) | $778,598,000 | 244 |
| Non-managed Assets ($) | $140,242,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,593,000 | 311 |
| 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 | $883,000 | 242 |
| Number of Managed Accounts | $765,000 | 227 |
| Number of Non-Managed Accounts | $118,000 | 183 |
| Total fiduciary and related assets | $873,541,000 | 254 |
| Managed Assets ($) | $753,763,000 | 236 |
| Non-managed Assets ($) | $119,778,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,562,000 | 316 |
| 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 | $909,000 | 255 |
| Number of Managed Accounts | $781,000 | 239 |
| Number of Non-Managed Accounts | $128,000 | 186 |
| Total fiduciary and related assets | $895,483,000 | 256 |
| Managed Assets ($) | $774,110,000 | 240 |
| Non-managed Assets ($) | $121,373,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,698,000 | 308 |
| 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 | $761,000 | 266 |
| Number of Managed Accounts | $694,000 | 246 |
| Number of Non-Managed Accounts | $67,000 | 234 |
| Total fiduciary and related assets | $814,995,000 | 264 |
| Managed Assets ($) | $710,621,000 | 247 |
| Non-managed Assets ($) | $104,374,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $850,000 | 319 |
| 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 | $719,000 | 306 |
| Number of Managed Accounts | $650,000 | 280 |
| Number of Non-Managed Accounts | $69,000 | 322 |
| Total fiduciary and related assets | $719,215,000 | 288 |
| Managed Assets ($) | $613,391,000 | 270 |
| Non-managed Assets ($) | $105,824,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,975,000 | 347 |
| 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 | $699,000 | 278 |
| Number of Managed Accounts | $631,000 | 261 |
| Number of Non-Managed Accounts | $68,000 | 233 |
| Total fiduciary and related assets | $643,878,000 | 286 |
| Managed Assets ($) | $550,135,000 | 268 |
| Non-managed Assets ($) | $93,743,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,197,000 | 346 |
| 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 | $687,000 | 269 |
| Number of Managed Accounts | $619,000 | 255 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $669,112,000 | 258 |
| Managed Assets ($) | $570,217,000 | 243 |
| Non-managed Assets ($) | $98,895,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,449,000 | 308 |
| 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 | $668,000 | 250 |
| Number of Managed Accounts | $597,000 | 241 |
| Number of Non-Managed Accounts | $71,000 | 205 |
| Total fiduciary and related assets | $691,225,000 | 253 |
| Managed Assets ($) | $590,514,000 | 242 |
| Non-managed Assets ($) | $100,711,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $770,000 | 306 |
| 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 | $648,000 | 290 |
| Number of Managed Accounts | $581,000 | 268 |
| Number of Non-Managed Accounts | $67,000 | 310 |
| Total fiduciary and related assets | $695,089,000 | 273 |
| Managed Assets ($) | $598,371,000 | 258 |
| Non-managed Assets ($) | $96,718,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,134,000 | 297 |
| 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 | $646,000 | 256 |
| Number of Managed Accounts | $576,000 | 244 |
| Number of Non-Managed Accounts | $70,000 | 212 |
| Total fiduciary and related assets | $678,591,000 | 253 |
| Managed Assets ($) | $580,680,000 | 242 |
| Non-managed Assets ($) | $97,911,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,331,000 | 297 |
| 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 | $637,000 | 279 |
| Number of Managed Accounts | $562,000 | 268 |
| Number of Non-Managed Accounts | $75,000 | 221 |
| Total fiduciary and related assets | $688,143,000 | 263 |
| Managed Assets ($) | $577,365,000 | 252 |
| Non-managed Assets ($) | $110,778,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,535,000 | 296 |
| 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 | $660,000 | 254 |
| Number of Managed Accounts | $584,000 | 246 |
| Number of Non-Managed Accounts | $76,000 | 207 |
| Total fiduciary and related assets | $671,122,000 | 251 |
| Managed Assets ($) | $557,872,000 | 242 |
| Non-managed Assets ($) | $113,250,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 295 |
| 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 | $638,000 | 290 |
| Number of Managed Accounts | $561,000 | 270 |
| Number of Non-Managed Accounts | $77,000 | 297 |
| Total fiduciary and related assets | $636,121,000 | 263 |
| Managed Assets ($) | $530,510,000 | 255 |
| Non-managed Assets ($) | $105,611,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 300 |
| 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 | $629,000 | 254 |
| Number of Managed Accounts | $557,000 | 245 |
| Number of Non-Managed Accounts | $72,000 | 212 |
| Total fiduciary and related assets | $591,882,000 | 250 |
| Managed Assets ($) | $496,378,000 | 240 |
| Non-managed Assets ($) | $95,504,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000 | 301 |
| 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 | $623,000 | 278 |
| Number of Managed Accounts | $551,000 | 268 |
| Number of Non-Managed Accounts | $72,000 | 227 |
| Total fiduciary and related assets | $578,179,000 | 267 |
| Managed Assets ($) | $479,029,000 | 257 |
| Non-managed Assets ($) | $99,150,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 300 |
| 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 | $613,000 | 259 |
| Number of Managed Accounts | $539,000 | 252 |
| Number of Non-Managed Accounts | $74,000 | 212 |
| Total fiduciary and related assets | $532,652,000 | 251 |
| Managed Assets ($) | $433,152,000 | 240 |
| Non-managed Assets ($) | $99,500,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $644,000 | 305 |
| 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 | $597,000 | 302 |
| Number of Managed Accounts | $524,000 | 279 |
| Number of Non-Managed Accounts | $73,000 | 312 |
| Total fiduciary and related assets | $591,614,000 | 268 |
| Managed Assets ($) | $481,837,000 | 256 |
| Non-managed Assets ($) | $109,777,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,578,000 | 305 |
| 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 | $580,000 | 265 |
| Number of Managed Accounts | $508,000 | 254 |
| Number of Non-Managed Accounts | $72,000 | 211 |
| Total fiduciary and related assets | $566,678,000 | 258 |
| Managed Assets ($) | $453,528,000 | 249 |
| Non-managed Assets ($) | $113,150,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,904,000 | 306 |
| 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 | $574,000 | 286 |
| Number of Managed Accounts | $506,000 | 271 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $535,058,000 | 273 |
| Managed Assets ($) | $424,499,000 | 267 |
| Non-managed Assets ($) | $110,559,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 307 |
| 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 | $577,000 | 288 |
| Number of Managed Accounts | $511,000 | 271 |
| Number of Non-Managed Accounts | $66,000 | 234 |
| Total fiduciary and related assets | $516,808,000 | 275 |
| Managed Assets ($) | $418,301,000 | 260 |
| Non-managed Assets ($) | $98,507,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 300 |
| 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 | $589,000 | 308 |
| Number of Managed Accounts | $518,000 | 278 |
| Number of Non-Managed Accounts | $71,000 | 323 |
| Total fiduciary and related assets | $507,291,000 | 274 |
| Managed Assets ($) | $395,185,000 | 262 |
| Non-managed Assets ($) | $112,106,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,377,000 | 314 |
| 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 | $570,000 | 289 |
| Number of Managed Accounts | $497,000 | 271 |
| Number of Non-Managed Accounts | $73,000 | 224 |
| Total fiduciary and related assets | $521,816,000 | 279 |
| Managed Assets ($) | $408,151,000 | 267 |
| Non-managed Assets ($) | $113,665,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 315 |
| 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 | $563,000 | 291 |
| Number of Managed Accounts | $486,000 | 278 |
| Number of Non-Managed Accounts | $77,000 | 219 |
| Total fiduciary and related assets | $504,307,000 | 284 |
| Managed Assets ($) | $387,882,000 | 271 |
| Non-managed Assets ($) | $116,425,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 315 |
| 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 | $537,000 | 297 |
| Number of Managed Accounts | $457,000 | 288 |
| Number of Non-Managed Accounts | $80,000 | 218 |
| Total fiduciary and related assets | $491,084,000 | 283 |
| Managed Assets ($) | $377,952,000 | 276 |
| Non-managed Assets ($) | $113,132,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 319 |
| 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 | $524,000 | 330 |
| Number of Managed Accounts | $445,000 | 309 |
| Number of Non-Managed Accounts | $79,000 | 304 |
| Total fiduciary and related assets | $492,279,000 | 285 |
| Managed Assets ($) | $386,555,000 | 275 |
| Non-managed Assets ($) | $105,724,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,642,000 | 374 |
| 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 | $294,000 | 361 |
| Number of Managed Accounts | $280,000 | 336 |
| Number of Non-Managed Accounts | $14,000 | 331 |
| Total fiduciary and related assets | $454,496,000 | 296 |
| Managed Assets ($) | $289,016,000 | 317 |
| Non-managed Assets ($) | $165,480,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 383 |
| 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 | $290,000 | 361 |
| Number of Managed Accounts | $278,000 | 335 |
| Number of Non-Managed Accounts | $12,000 | 339 |
| Total fiduciary and related assets | $325,756,000 | 341 |
| Managed Assets ($) | $277,945,000 | 316 |
| Non-managed Assets ($) | $47,811,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 388 |
| 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 | $290,000 | 360 |
| Number of Managed Accounts | $283,000 | 336 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $278,510,000 | 366 |
| Managed Assets ($) | $253,889,000 | 339 |
| Non-managed Assets ($) | $24,621,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 391 |
| 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 | $280,000 | 476 |
| Number of Managed Accounts | $274,000 | 398 |
| Number of Non-Managed Accounts | $6,000 | 784 |
| Total fiduciary and related assets | $270,396,000 | 372 |
| Managed Assets ($) | $243,517,000 | 343 |
| Non-managed Assets ($) | $26,879,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 393 |
| 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 | $277,000 | 368 |
| Number of Managed Accounts | $271,000 | 336 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $256,683,000 | 367 |
| Managed Assets ($) | $232,850,000 | 340 |
| Non-managed Assets ($) | $23,833,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 393 |
| 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 | $272,000 | 370 |
| Number of Managed Accounts | $266,000 | 341 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $258,666,000 | 369 |
| Managed Assets ($) | $236,414,000 | 338 |
| Non-managed Assets ($) | $22,252,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $718,000 | 395 |
| 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 | $270,000 | 368 |
| Number of Managed Accounts | $264,000 | 340 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $255,856,000 | 372 |
| Managed Assets ($) | $233,060,000 | 333 |
| Non-managed Assets ($) | $22,796,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 388 |
| 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 | $291,000 | 465 |
| Number of Managed Accounts | $269,000 | 405 |
| Number of Non-Managed Accounts | $22,000 | 616 |
| Total fiduciary and related assets | $260,776,000 | 374 |
| Managed Assets ($) | $229,577,000 | 339 |
| Non-managed Assets ($) | $31,199,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 395 |
| 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 | $302,000 | 363 |
| Number of Managed Accounts | $276,000 | 337 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $252,913,000 | 376 |
| Managed Assets ($) | $222,350,000 | 335 |
| Non-managed Assets ($) | $30,563,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 390 |
| 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 | $334,000 | 357 |
| Number of Managed Accounts | $288,000 | 333 |
| Number of Non-Managed Accounts | $46,000 | 276 |
| Total fiduciary and related assets | $299,870,000 | 358 |
| Managed Assets ($) | $250,555,000 | 325 |
| Non-managed Assets ($) | $49,315,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 389 |
| 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 | $342,000 | 358 |
| Number of Managed Accounts | $294,000 | 334 |
| Number of Non-Managed Accounts | $48,000 | 276 |
| Total fiduciary and related assets | $299,561,000 | 361 |
| Managed Assets ($) | $249,091,000 | 329 |
| Non-managed Assets ($) | $50,470,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $384,000 | 392 |
| 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 | $329,000 | 457 |
| Number of Managed Accounts | $280,000 | 407 |
| Number of Non-Managed Accounts | $49,000 | 463 |
| Total fiduciary and related assets | $298,072,000 | 363 |
| Managed Assets ($) | $245,396,000 | 334 |
| Non-managed Assets ($) | $52,676,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 381 |
| 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 | $334,000 | 363 |
| Number of Managed Accounts | $284,000 | 337 |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Total fiduciary and related assets | $295,490,000 | 357 |
| Managed Assets ($) | $241,238,000 | 329 |
| Non-managed Assets ($) | $54,252,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 384 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $341,000 | 360 |
| Number of Managed Accounts | $292,000 | 337 |
| Number of Non-Managed Accounts | $49,000 | 272 |
| Total fiduciary and related assets | $287,137,000 | 363 |
| Managed Assets ($) | $232,664,000 | 334 |
| Non-managed Assets ($) | $54,473,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $802,000 | 378 |
| 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 | $365,000 | 355 |
| Number of Managed Accounts | $302,000 | 338 |
| Number of Non-Managed Accounts | $63,000 | 247 |
| Total fiduciary and related assets | $296,828,000 | 355 |
| Managed Assets ($) | $240,160,000 | 328 |
| Non-managed Assets ($) | $56,668,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $408,000 | 370 |
| 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 | $373,000 | 429 |
| Number of Managed Accounts | $302,000 | 394 |
| Number of Non-Managed Accounts | $71,000 | 382 |
| Total fiduciary and related assets | $299,230,000 | 353 |
| Managed Assets ($) | $238,218,000 | 331 |
| Non-managed Assets ($) | $61,012,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 534 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $372,000 | 606 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $245,000 | 610 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,000 | 626 |
| 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 | $91,000 | 809 |
| Number of Managed Accounts | $89,000 | 683 |
| Number of Non-Managed Accounts | $2,000 | 1,031 |
| Total fiduciary and related assets | $82,959,000 | 611 |
| Managed Assets ($) | $82,707,000 | 534 |
| Non-managed Assets ($) | $252,000 | 1,015 |
| Memoranda | ||
| Gross Fiduciary activities income | $418,000 | 644 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 649 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $199,000 | 659 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,000 | 702 |
| 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 | $71,000 | 875 |
| Number of Managed Accounts | $71,000 | 738 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $62,652,000 | 665 |
| Managed Assets ($) | $62,652,000 | 578 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 635 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 618 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 593 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,000 | 609 |
| 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 | $78,000 | 884 |
| Number of Managed Accounts | $76,000 | 746 |
| Number of Non-Managed Accounts | $2,000 | 1,087 |
| Total fiduciary and related assets | $91,767,000 | 589 |
| Managed Assets ($) | $91,704,000 | 496 |
| Non-managed Assets ($) | $63,000 | 1,155 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 603 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 614 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,000 | 610 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,000 | 596 |
| 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 | $74,000 | 928 |
| Number of Managed Accounts | $74,000 | 765 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $76,034,000 | 639 |
| Managed Assets ($) | $76,034,000 | 532 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 660 |
| 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 | $220,000 | 671 |
| 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 | $158,000 | 662 |
| 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 | $87,000 | 631 |
| 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 | $77,000 | 934 |
| Number of Managed Accounts | $77,000 | 774 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $74,400,000 | 639 |
| Managed Assets ($) | $74,400,000 | 537 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 634 |
| 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 | $279,000 | 635 |
| 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 | $194,000 | 639 |
| 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 | $80,000 | 696 |
| 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 | $52,000 | 1,052 |
| Number of Managed Accounts | $52,000 | 890 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $62,796,000 | 731 |
| Managed Assets ($) | $62,796,000 | 630 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 779 |
| 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 | $151,000 | 796 |
| 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 | $97,000 | 824 |
| 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 | $48,000 | 824 |
| 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 | $35,000 | 1,183 |
| Number of Managed Accounts | $35,000 | 994 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $36,902,000 | 855 |
| Managed Assets ($) | $36,902,000 | 752 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 890 |
| 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 | $86,000 | 903 |
| 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 | $53,000 | 936 |
| 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 | $18,000 | 1,004 |
| 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 | $15,000 | 1,422 |
| Number of Managed Accounts | $15,000 | 1,233 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $12,802,000 | 1,095 |
| Managed Assets ($) | $12,802,000 | 997 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,000 | 1,047 |
| 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 | $31,000 | 1,060 |
| 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 | $17,000 | 1,086 |
| 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 | $6,000 | 1,124 |
| 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 | $5,000 | 1,615 |
| Number of Managed Accounts | $5,000 | 1,460 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $6,348,000 | 1,250 |
| Managed Assets ($) | $6,348,000 | 1,156 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,000 | 1,143 |
| 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 | $23,000 | 1,121 |
| 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 | $18,000 | 1,108 |
| 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 | $9,000 | 1,110 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |