Home > Charlotte State Bank & Trust > Fiduciary and Related Services
Charlotte State Bank & Trust, Fiduciary and Related Services
| 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 | $837,000 | 265 |
| Number of Managed Accounts | $837,000 | 232 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $459,399,000 | 339 |
| Managed Assets ($) | $459,399,000 | 301 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,138,000 | 280 |
| 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 | $802,000 | 258 |
| Number of Managed Accounts | $802,000 | 229 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $435,058,000 | 322 |
| Managed Assets ($) | $435,058,000 | 291 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,128,000 | 279 |
| 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 | $752,000 | 296 |
| Number of Managed Accounts | $752,000 | 249 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $396,608,000 | 377 |
| Managed Assets ($) | $396,608,000 | 328 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,367,000 | 286 |
| 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 | $755,000 | 269 |
| Number of Managed Accounts | $755,000 | 239 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $379,452,000 | 341 |
| Managed Assets ($) | $379,452,000 | 306 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,252,000 | 284 |
| 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 | $732,000 | 256 |
| Number of Managed Accounts | $732,000 | 228 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $394,441,000 | 325 |
| Managed Assets ($) | $394,441,000 | 285 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,276,000 | 248 |
| 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 | $741,000 | 241 |
| Number of Managed Accounts | $741,000 | 219 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $430,359,000 | 292 |
| Managed Assets ($) | $430,359,000 | 267 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,129,000 | 254 |
| 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 | $721,000 | 272 |
| Number of Managed Accounts | $721,000 | 238 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $668,460,000 | 280 |
| Managed Assets ($) | $668,460,000 | 241 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,059,000 | 234 |
| 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 | $703,000 | 249 |
| Number of Managed Accounts | $703,000 | 229 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $610,113,000 | 265 |
| Managed Assets ($) | $610,113,000 | 235 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,728,000 | 234 |
| 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 | $693,000 | 267 |
| Number of Managed Accounts | $690,000 | 243 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $615,143,000 | 280 |
| Managed Assets ($) | $614,785,000 | 242 |
| Non-managed Assets ($) | $358,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,409,000 | 235 |
| 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 | $649,000 | 257 |
| Number of Managed Accounts | $647,000 | 235 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $578,692,000 | 268 |
| Managed Assets ($) | $578,396,000 | 237 |
| Non-managed Assets ($) | $296,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 242 |
| 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 | $607,000 | 295 |
| Number of Managed Accounts | $605,000 | 261 |
| Number of Non-Managed Accounts | $2,000 | 776 |
| Total fiduciary and related assets | $535,343,000 | 293 |
| Managed Assets ($) | $535,041,000 | 253 |
| Non-managed Assets ($) | $302,000 | 777 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,045,000 | 243 |
| 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 | $591,000 | 263 |
| Number of Managed Accounts | $589,000 | 242 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $488,799,000 | 269 |
| Managed Assets ($) | $488,519,000 | 243 |
| Non-managed Assets ($) | $280,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,903,000 | 245 |
| 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 | $570,000 | 292 |
| Number of Managed Accounts | $568,000 | 262 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $453,755,000 | 300 |
| Managed Assets ($) | $453,489,000 | 262 |
| Non-managed Assets ($) | $266,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,883,000 | 252 |
| 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 | $563,000 | 271 |
| Number of Managed Accounts | $561,000 | 246 |
| Number of Non-Managed Accounts | $2,000 | 328 |
| Total fiduciary and related assets | $392,853,000 | 285 |
| Managed Assets ($) | $392,616,000 | 254 |
| Non-managed Assets ($) | $237,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,000 | 255 |
| 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 | $555,000 | 319 |
| Number of Managed Accounts | $553,000 | 274 |
| Number of Non-Managed Accounts | $2,000 | 798 |
| Total fiduciary and related assets | $454,767,000 | 301 |
| Managed Assets ($) | $454,470,000 | 267 |
| Non-managed Assets ($) | $297,000 | 793 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,659,000 | 253 |
| 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 | $550,000 | 272 |
| Number of Managed Accounts | $548,000 | 249 |
| Number of Non-Managed Accounts | $2,000 | 332 |
| Total fiduciary and related assets | $428,962,000 | 284 |
| Managed Assets ($) | $428,683,000 | 256 |
| Non-managed Assets ($) | $279,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,710,000 | 256 |
| 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 | $527,000 | 297 |
| Number of Managed Accounts | $525,000 | 266 |
| Number of Non-Managed Accounts | $2,000 | 370 |
| Total fiduciary and related assets | $419,412,000 | 304 |
| Managed Assets ($) | $419,140,000 | 269 |
| Non-managed Assets ($) | $272,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,743,000 | 261 |
| 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 | $512,000 | 299 |
| Number of Managed Accounts | $512,000 | 270 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $380,214,000 | 325 |
| Managed Assets ($) | $380,214,000 | 279 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $854,000 | 261 |
| 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 | $490,000 | 337 |
| Number of Managed Accounts | $490,000 | 289 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $326,107,000 | 343 |
| Managed Assets ($) | $326,107,000 | 293 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,014,000 | 280 |
| 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 | $468,000 | 310 |
| Number of Managed Accounts | $468,000 | 280 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $352,834,000 | 345 |
| Managed Assets ($) | $352,834,000 | 296 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 280 |
| 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 | $448,000 | 320 |
| Number of Managed Accounts | $448,000 | 289 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $323,949,000 | 353 |
| Managed Assets ($) | $323,949,000 | 304 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,455,000 | 287 |
| 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 | $413,000 | 333 |
| Number of Managed Accounts | $413,000 | 297 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $319,224,000 | 351 |
| Managed Assets ($) | $319,224,000 | 305 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 286 |
| 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 | $386,000 | 395 |
| Number of Managed Accounts | $386,000 | 325 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $317,971,000 | 355 |
| Managed Assets ($) | $317,971,000 | 311 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,564,000 | 300 |
| 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 | $369,000 | 341 |
| Number of Managed Accounts | $369,000 | 305 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $297,565,000 | 358 |
| Managed Assets ($) | $297,565,000 | 312 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 304 |
| 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 | $329,000 | 349 |
| Number of Managed Accounts | $329,000 | 319 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $277,845,000 | 363 |
| Managed Assets ($) | $277,845,000 | 317 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 308 |
| 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 | $308,000 | 356 |
| Number of Managed Accounts | $308,000 | 325 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $261,738,000 | 378 |
| Managed Assets ($) | $261,738,000 | 331 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 313 |
| 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 | $301,000 | 453 |
| Number of Managed Accounts | $301,000 | 374 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $244,989,000 | 392 |
| Managed Assets ($) | $244,989,000 | 340 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,198,000 | 314 |
| 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 | $289,000 | 364 |
| Number of Managed Accounts | $285,000 | 332 |
| Number of Non-Managed Accounts | $4,000 | 377 |
| Total fiduciary and related assets | $237,531,000 | 378 |
| Managed Assets ($) | $236,855,000 | 338 |
| Non-managed Assets ($) | $676,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,657,000 | 318 |
| 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 | $275,000 | 368 |
| Number of Managed Accounts | $271,000 | 337 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $232,821,000 | 382 |
| Managed Assets ($) | $232,143,000 | 343 |
| Non-managed Assets ($) | $678,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,045,000 | 324 |
| 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 | $265,000 | 371 |
| Number of Managed Accounts | $261,000 | 342 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $226,719,000 | 381 |
| Managed Assets ($) | $226,036,000 | 339 |
| Non-managed Assets ($) | $683,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $504,000 | 327 |
| 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 | $258,000 | 504 |
| Number of Managed Accounts | $254,000 | 414 |
| Number of Non-Managed Accounts | $4,000 | 877 |
| Total fiduciary and related assets | $226,311,000 | 405 |
| Managed Assets ($) | $225,629,000 | 344 |
| Non-managed Assets ($) | $682,000 | 865 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,114,000 | 325 |
| 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 | $248,000 | 375 |
| Number of Managed Accounts | $244,000 | 344 |
| Number of Non-Managed Accounts | $4,000 | 378 |
| Total fiduciary and related assets | $212,475,000 | 387 |
| Managed Assets ($) | $211,748,000 | 344 |
| Non-managed Assets ($) | $727,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 330 |
| 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 | $242,000 | 377 |
| Number of Managed Accounts | $238,000 | 349 |
| Number of Non-Managed Accounts | $4,000 | 382 |
| Total fiduciary and related assets | $215,201,000 | 392 |
| Managed Assets ($) | $214,405,000 | 344 |
| Non-managed Assets ($) | $796,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,010,000 | 334 |
| 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 | $229,000 | 382 |
| Number of Managed Accounts | $225,000 | 351 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $212,444,000 | 393 |
| Managed Assets ($) | $211,688,000 | 349 |
| Non-managed Assets ($) | $756,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 331 |
| 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 | $239,000 | 542 |
| Number of Managed Accounts | $235,000 | 442 |
| Number of Non-Managed Accounts | $4,000 | 915 |
| Total fiduciary and related assets | $208,007,000 | 422 |
| Managed Assets ($) | $207,025,000 | 363 |
| Non-managed Assets ($) | $982,000 | 876 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,956,000 | 340 |
| 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 | $243,000 | 380 |
| Number of Managed Accounts | $242,000 | 348 |
| Number of Non-Managed Accounts | $1,000 | 395 |
| Total fiduciary and related assets | $208,017,000 | 389 |
| Managed Assets ($) | $207,950,000 | 347 |
| Non-managed Assets ($) | $67,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 341 |
| 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 | $240,000 | 380 |
| Number of Managed Accounts | $236,000 | 349 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $209,007,000 | 390 |
| Managed Assets ($) | $208,940,000 | 349 |
| Non-managed Assets ($) | $67,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 358 |
| 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 | $224,000 | 384 |
| Number of Managed Accounts | $223,000 | 357 |
| Number of Non-Managed Accounts | $1,000 | 401 |
| Total fiduciary and related assets | $194,263,000 | 395 |
| Managed Assets ($) | $194,197,000 | 360 |
| Non-managed Assets ($) | $66,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,000 | 361 |
| 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 | $224,000 | 559 |
| Number of Managed Accounts | $223,000 | 449 |
| Number of Non-Managed Accounts | $1,000 | 1,052 |
| Total fiduciary and related assets | $190,690,000 | 428 |
| Managed Assets ($) | $190,625,000 | 371 |
| Non-managed Assets ($) | $65,000 | 1,052 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 347 |
| 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 | $222,000 | 365 |
| Number of Managed Accounts | $221,000 | 338 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $185,631,000 | 373 |
| Managed Assets ($) | $185,569,000 | 344 |
| Non-managed Assets ($) | $62,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,301,000 | 348 |
| 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 | $218,000 | 367 |
| Number of Managed Accounts | $217,000 | 338 |
| Number of Non-Managed Accounts | $1,000 | 385 |
| Total fiduciary and related assets | $176,809,000 | 374 |
| Managed Assets ($) | $176,746,000 | 342 |
| Non-managed Assets ($) | $63,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $873,000 | 350 |
| 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 | $212,000 | 372 |
| Number of Managed Accounts | $211,000 | 343 |
| Number of Non-Managed Accounts | $1,000 | 387 |
| Total fiduciary and related assets | $175,730,000 | 375 |
| Managed Assets ($) | $175,671,000 | 343 |
| Non-managed Assets ($) | $59,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $409,000 | 361 |
| 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 | $208,000 | 589 |
| Number of Managed Accounts | $207,000 | 469 |
| Number of Non-Managed Accounts | $1,000 | 1,083 |
| Total fiduciary and related assets | $165,994,000 | 446 |
| Managed Assets ($) | $165,940,000 | 375 |
| Non-managed Assets ($) | $54,000 | 1,082 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,460,000 | 370 |
| 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 | $206,000 | 360 |
| Number of Managed Accounts | $204,000 | 333 |
| Number of Non-Managed Accounts | $2,000 | 367 |
| Total fiduciary and related assets | $158,157,000 | 366 |
| Managed Assets ($) | $158,078,000 | 336 |
| Non-managed Assets ($) | $79,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 375 |
| 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 | $198,000 | 362 |
| Number of Managed Accounts | $197,000 | 333 |
| Number of Non-Managed Accounts | $1,000 | 371 |
| Total fiduciary and related assets | $149,156,000 | 363 |
| Managed Assets ($) | $149,105,000 | 332 |
| Non-managed Assets ($) | $51,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 380 |
| 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 | $175,000 | 364 |
| Number of Managed Accounts | $174,000 | 339 |
| Number of Non-Managed Accounts | $1,000 | 369 |
| Total fiduciary and related assets | $147,321,000 | 363 |
| Managed Assets ($) | $147,268,000 | 332 |
| Non-managed Assets ($) | $53,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 381 |
| 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 | $173,000 | 648 |
| Number of Managed Accounts | $172,000 | 522 |
| Number of Non-Managed Accounts | $1,000 | 1,106 |
| Total fiduciary and related assets | $134,796,000 | 486 |
| Managed Assets ($) | $134,737,000 | 395 |
| Non-managed Assets ($) | $59,000 | 1,114 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 352 |
| 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 | $936,000 | 349 |
| 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 | $641,000 | 354 |
| 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 | $313,000 | 358 |
| 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 | $154,000 | 693 |
| Number of Managed Accounts | $153,000 | 560 |
| Number of Non-Managed Accounts | $1,000 | 1,149 |
| Total fiduciary and related assets | $129,293,000 | 508 |
| Managed Assets ($) | $128,415,000 | 420 |
| Non-managed Assets ($) | $878,000 | 980 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 366 |
| 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 | $859,000 | 367 |
| 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 | $579,000 | 368 |
| 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 | $296,000 | 362 |
| 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 | $143,000 | 728 |
| Number of Managed Accounts | $140,000 | 594 |
| Number of Non-Managed Accounts | $3,000 | 1,089 |
| Total fiduciary and related assets | $170,215,000 | 430 |
| Managed Assets ($) | $169,082,000 | 352 |
| Non-managed Assets ($) | $1,133,000 | 986 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 396 |
| 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 | $668,000 | 405 |
| 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 | $415,000 | 431 |
| 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 | $203,000 | 437 |
| 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 | $136,000 | 763 |
| Number of Managed Accounts | $133,000 | 628 |
| Number of Non-Managed Accounts | $3,000 | 1,088 |
| Total fiduciary and related assets | $99,424,000 | 553 |
| Managed Assets ($) | $97,361,000 | 468 |
| Non-managed Assets ($) | $2,063,000 | 866 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 454 |
| 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 | $605,000 | 461 |
| 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 | $399,000 | 476 |
| 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 | $190,000 | 494 |
| 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 | $105,000 | 860 |
| Number of Managed Accounts | $101,000 | 713 |
| Number of Non-Managed Accounts | $4,000 | 1,074 |
| Total fiduciary and related assets | $90,580,000 | 633 |
| Managed Assets ($) | $86,572,000 | 546 |
| Non-managed Assets ($) | $4,008,000 | 802 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 498 |
| 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 | $535,000 | 509 |
| 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 | $348,000 | 528 |
| 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 | $160,000 | 548 |
| 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 | $71,000 | 993 |
| Number of Managed Accounts | $68,000 | 836 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $104,542,000 | 585 |
| Managed Assets ($) | $101,227,000 | 493 |
| Non-managed Assets ($) | $3,315,000 | 837 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 602 |
| 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 | $327,000 | 609 |
| 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 | $203,000 | 634 |
| 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 | $87,000 | 677 |
| 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 | $42,000 | 1,187 |
| Number of Managed Accounts | $39,000 | 998 |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Total fiduciary and related assets | $23,380,000 | 970 |
| Managed Assets ($) | $20,177,000 | 898 |
| Non-managed Assets ($) | $3,203,000 | 865 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 735 |
| 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 | $205,000 | 725 |
| 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 | $129,000 | 730 |
| 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 | $58,000 | 773 |
| 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 | $23,000 | 1,343 |
| Number of Managed Accounts | $15,000 | 1,258 |
| Number of Non-Managed Accounts | $8,000 | 1,030 |
| Total fiduciary and related assets | $19,492,000 | 1,002 |
| Managed Assets ($) | $11,966,000 | 1,015 |
| Non-managed Assets ($) | $7,526,000 | 699 |
| Memoranda | ||
| Gross Fiduciary activities income | $197,000 | 794 |
| 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 | $138,000 | 805 |
| 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 | $88,000 | 826 |
| 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 | $47,000 | 811 |
| 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 | $18,000 | 1,448 |
| Number of Managed Accounts | $6,000 | 1,489 |
| Number of Non-Managed Accounts | $12,000 | 963 |
| Total fiduciary and related assets | $12,182,000 | 1,128 |
| Managed Assets ($) | $2,789,000 | 1,345 |
| Non-managed Assets ($) | $9,393,000 | 669 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,000 | 1,017 |
| 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 | $34,000 | 1,077 |
| 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 | $11,000 | 1,214 |
| 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 | $1,000 | 1,409 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| 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 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |