Home > Citizens Bank and Trust Company > Fiduciary and Related Services
Citizens Bank and Trust Company, Fiduciary and Related Services
| 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 | $367,000 | 427 |
| Number of Managed Accounts | $324,000 | 399 |
| Number of Non-Managed Accounts | $43,000 | 424 |
| Total fiduciary and related assets | $314,759,000 | 413 |
| Managed Assets ($) | $228,767,000 | 414 |
| Non-managed Assets ($) | $85,992,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,104,000 | 407 |
| 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 | $374,000 | 338 |
| Number of Managed Accounts | $330,000 | 320 |
| Number of Non-Managed Accounts | $44,000 | 272 |
| Total fiduciary and related assets | $308,672,000 | 360 |
| Managed Assets ($) | $224,447,000 | 351 |
| Non-managed Assets ($) | $84,225,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 403 |
| 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 | $370,000 | 349 |
| Number of Managed Accounts | $326,000 | 334 |
| Number of Non-Managed Accounts | $44,000 | 279 |
| Total fiduciary and related assets | $323,124,000 | 358 |
| Managed Assets ($) | $235,574,000 | 361 |
| Non-managed Assets ($) | $87,550,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,121,000 | 357 |
| 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 | $372,000 | 305 |
| Number of Managed Accounts | $327,000 | 291 |
| Number of Non-Managed Accounts | $45,000 | 242 |
| Total fiduciary and related assets | $355,835,000 | 311 |
| Managed Assets ($) | $257,374,000 | 311 |
| Non-managed Assets ($) | $98,461,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 364 |
| 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 | $369,000 | 396 |
| Number of Managed Accounts | $323,000 | 375 |
| Number of Non-Managed Accounts | $46,000 | 396 |
| Total fiduciary and related assets | $373,660,000 | 357 |
| Managed Assets ($) | $268,529,000 | 360 |
| Non-managed Assets ($) | $105,131,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 352 |
| 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 | $372,000 | 305 |
| Number of Managed Accounts | $326,000 | 291 |
| Number of Non-Managed Accounts | $46,000 | 242 |
| Total fiduciary and related assets | $364,268,000 | 307 |
| Managed Assets ($) | $264,335,000 | 304 |
| Non-managed Assets ($) | $99,933,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 346 |
| 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 | $365,000 | 350 |
| Number of Managed Accounts | $318,000 | 335 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $366,692,000 | 344 |
| Managed Assets ($) | $271,673,000 | 347 |
| Non-managed Assets ($) | $95,019,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,213,000 | 333 |
| 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 | $373,000 | 309 |
| Number of Managed Accounts | $324,000 | 294 |
| Number of Non-Managed Accounts | $49,000 | 243 |
| Total fiduciary and related assets | $365,174,000 | 308 |
| Managed Assets ($) | $275,999,000 | 303 |
| Non-managed Assets ($) | $89,175,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 324 |
| 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 | $372,000 | 393 |
| Number of Managed Accounts | $327,000 | 364 |
| Number of Non-Managed Accounts | $45,000 | 407 |
| Total fiduciary and related assets | $366,033,000 | 341 |
| Managed Assets ($) | $273,776,000 | 341 |
| Non-managed Assets ($) | $92,257,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,119,000 | 338 |
| 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 | $371,000 | 306 |
| Number of Managed Accounts | $325,000 | 290 |
| Number of Non-Managed Accounts | $46,000 | 244 |
| Total fiduciary and related assets | $349,231,000 | 305 |
| Managed Assets ($) | $264,342,000 | 294 |
| Non-managed Assets ($) | $84,889,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,604,000 | 332 |
| 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 | $376,000 | 340 |
| Number of Managed Accounts | $330,000 | 325 |
| Number of Non-Managed Accounts | $46,000 | 268 |
| Total fiduciary and related assets | $339,179,000 | 339 |
| Managed Assets ($) | $257,753,000 | 326 |
| Non-managed Assets ($) | $81,426,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 321 |
| 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 | $366,000 | 304 |
| Number of Managed Accounts | $321,000 | 292 |
| Number of Non-Managed Accounts | $45,000 | 250 |
| Total fiduciary and related assets | $309,972,000 | 307 |
| Managed Assets ($) | $237,767,000 | 294 |
| Non-managed Assets ($) | $72,205,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 316 |
| 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 | $374,000 | 398 |
| Number of Managed Accounts | $327,000 | 365 |
| Number of Non-Managed Accounts | $47,000 | 415 |
| Total fiduciary and related assets | $353,022,000 | 338 |
| Managed Assets ($) | $270,434,000 | 328 |
| Non-managed Assets ($) | $82,588,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,119,000 | 331 |
| 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 | $381,000 | 308 |
| Number of Managed Accounts | $329,000 | 294 |
| Number of Non-Managed Accounts | $52,000 | 242 |
| Total fiduciary and related assets | $344,952,000 | 311 |
| Managed Assets ($) | $264,932,000 | 299 |
| Non-managed Assets ($) | $80,020,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,606,000 | 331 |
| 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 | $386,000 | 333 |
| Number of Managed Accounts | $336,000 | 318 |
| Number of Non-Managed Accounts | $50,000 | 262 |
| Total fiduciary and related assets | $340,942,000 | 337 |
| Managed Assets ($) | $263,711,000 | 324 |
| Non-managed Assets ($) | $77,231,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 329 |
| 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 | $393,000 | 335 |
| Number of Managed Accounts | $342,000 | 314 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $333,375,000 | 343 |
| Managed Assets ($) | $255,611,000 | 331 |
| Non-managed Assets ($) | $77,764,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 324 |
| 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 | $391,000 | 393 |
| Number of Managed Accounts | $354,000 | 346 |
| Number of Non-Managed Accounts | $37,000 | 469 |
| Total fiduciary and related assets | $319,040,000 | 345 |
| Managed Assets ($) | $250,781,000 | 329 |
| Non-managed Assets ($) | $68,259,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 331 |
| 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 | $392,000 | 332 |
| Number of Managed Accounts | $349,000 | 311 |
| Number of Non-Managed Accounts | $43,000 | 276 |
| Total fiduciary and related assets | $342,747,000 | 348 |
| Managed Assets ($) | $268,126,000 | 330 |
| Non-managed Assets ($) | $74,621,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,650,000 | 330 |
| 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 | $390,000 | 334 |
| Number of Managed Accounts | $346,000 | 314 |
| Number of Non-Managed Accounts | $44,000 | 278 |
| Total fiduciary and related assets | $333,721,000 | 349 |
| Managed Assets ($) | $262,474,000 | 334 |
| Non-managed Assets ($) | $71,247,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 323 |
| 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 | $389,000 | 340 |
| Number of Managed Accounts | $345,000 | 314 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $327,309,000 | 350 |
| Managed Assets ($) | $261,136,000 | 334 |
| Non-managed Assets ($) | $66,173,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 320 |
| 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 | $378,000 | 401 |
| Number of Managed Accounts | $336,000 | 362 |
| Number of Non-Managed Accounts | $42,000 | 455 |
| Total fiduciary and related assets | $332,064,000 | 349 |
| Managed Assets ($) | $270,633,000 | 333 |
| Non-managed Assets ($) | $61,431,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 363 |
| 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 | $377,000 | 339 |
| Number of Managed Accounts | $334,000 | 317 |
| Number of Non-Managed Accounts | $43,000 | 272 |
| Total fiduciary and related assets | $325,829,000 | 348 |
| Managed Assets ($) | $264,166,000 | 330 |
| Non-managed Assets ($) | $61,663,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,306,000 | 365 |
| 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 | $372,000 | 338 |
| Number of Managed Accounts | $330,000 | 317 |
| Number of Non-Managed Accounts | $42,000 | 273 |
| Total fiduciary and related assets | $312,677,000 | 352 |
| Managed Assets ($) | $252,267,000 | 339 |
| Non-managed Assets ($) | $60,410,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 362 |
| 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 | $375,000 | 341 |
| Number of Managed Accounts | $334,000 | 317 |
| Number of Non-Managed Accounts | $41,000 | 275 |
| Total fiduciary and related assets | $302,959,000 | 353 |
| Managed Assets ($) | $245,421,000 | 344 |
| Non-managed Assets ($) | $57,538,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 352 |
| 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 | $381,000 | 399 |
| Number of Managed Accounts | $338,000 | 351 |
| Number of Non-Managed Accounts | $43,000 | 458 |
| Total fiduciary and related assets | $298,399,000 | 352 |
| Managed Assets ($) | $244,375,000 | 341 |
| Non-managed Assets ($) | $54,024,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,678,000 | 370 |
| 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 | $378,000 | 342 |
| Number of Managed Accounts | $335,000 | 316 |
| Number of Non-Managed Accounts | $43,000 | 284 |
| Total fiduciary and related assets | $300,626,000 | 342 |
| Managed Assets ($) | $244,602,000 | 332 |
| Non-managed Assets ($) | $56,024,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 361 |
| 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 | $381,000 | 342 |
| Number of Managed Accounts | $339,000 | 315 |
| Number of Non-Managed Accounts | $42,000 | 288 |
| Total fiduciary and related assets | $293,898,000 | 348 |
| Managed Assets ($) | $241,703,000 | 333 |
| Non-managed Assets ($) | $52,195,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 350 |
| 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 | $386,000 | 339 |
| Number of Managed Accounts | $341,000 | 312 |
| Number of Non-Managed Accounts | $45,000 | 280 |
| Total fiduciary and related assets | $289,908,000 | 350 |
| Managed Assets ($) | $239,443,000 | 327 |
| Non-managed Assets ($) | $50,465,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 352 |
| 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 | $385,000 | 400 |
| Number of Managed Accounts | $340,000 | 354 |
| Number of Non-Managed Accounts | $45,000 | 461 |
| Total fiduciary and related assets | $284,233,000 | 357 |
| Managed Assets ($) | $237,638,000 | 332 |
| Non-managed Assets ($) | $46,595,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 371 |
| 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 | $384,000 | 339 |
| Number of Managed Accounts | $344,000 | 314 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $278,051,000 | 356 |
| Managed Assets ($) | $236,920,000 | 326 |
| Non-managed Assets ($) | $41,131,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 374 |
| 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 | $378,000 | 342 |
| Number of Managed Accounts | $342,000 | 318 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $245,552,000 | 384 |
| Managed Assets ($) | $206,886,000 | 349 |
| Non-managed Assets ($) | $38,666,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $859,000 | 372 |
| 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 | $377,000 | 348 |
| Number of Managed Accounts | $342,000 | 319 |
| Number of Non-Managed Accounts | $35,000 | 297 |
| Total fiduciary and related assets | $244,947,000 | 388 |
| Managed Assets ($) | $205,933,000 | 352 |
| Non-managed Assets ($) | $39,014,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 353 |
| 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 | $383,000 | 410 |
| Number of Managed Accounts | $344,000 | 366 |
| Number of Non-Managed Accounts | $39,000 | 506 |
| Total fiduciary and related assets | $278,738,000 | 377 |
| Managed Assets ($) | $203,569,000 | 367 |
| Non-managed Assets ($) | $75,169,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 364 |
| 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 | $397,000 | 339 |
| Number of Managed Accounts | $358,000 | 309 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $284,382,000 | 364 |
| Managed Assets ($) | $209,051,000 | 345 |
| Non-managed Assets ($) | $75,331,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,300,000 | 360 |
| 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 | $383,000 | 345 |
| Number of Managed Accounts | $343,000 | 322 |
| Number of Non-Managed Accounts | $40,000 | 284 |
| Total fiduciary and related assets | $284,749,000 | 367 |
| Managed Assets ($) | $207,663,000 | 350 |
| Non-managed Assets ($) | $77,086,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $902,000 | 354 |
| 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 | $384,000 | 348 |
| Number of Managed Accounts | $343,000 | 323 |
| Number of Non-Managed Accounts | $41,000 | 284 |
| Total fiduciary and related assets | $276,011,000 | 372 |
| Managed Assets ($) | $201,032,000 | 357 |
| Non-managed Assets ($) | $74,979,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 335 |
| 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 | $397,000 | 416 |
| Number of Managed Accounts | $352,000 | 358 |
| Number of Non-Managed Accounts | $45,000 | 488 |
| Total fiduciary and related assets | $283,976,000 | 361 |
| Managed Assets ($) | $205,450,000 | 362 |
| Non-managed Assets ($) | $78,526,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 355 |
| 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 | $390,000 | 333 |
| Number of Managed Accounts | $345,000 | 306 |
| Number of Non-Managed Accounts | $45,000 | 277 |
| Total fiduciary and related assets | $286,141,000 | 352 |
| Managed Assets ($) | $201,801,000 | 335 |
| Non-managed Assets ($) | $84,340,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 353 |
| 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 | $396,000 | 328 |
| Number of Managed Accounts | $352,000 | 299 |
| Number of Non-Managed Accounts | $44,000 | 280 |
| Total fiduciary and related assets | $278,948,000 | 353 |
| Managed Assets ($) | $198,021,000 | 331 |
| Non-managed Assets ($) | $80,927,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 351 |
| 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 | $403,000 | 328 |
| Number of Managed Accounts | $357,000 | 300 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $280,287,000 | 348 |
| Managed Assets ($) | $199,902,000 | 327 |
| Non-managed Assets ($) | $80,385,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 353 |
| 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 | $398,000 | 415 |
| Number of Managed Accounts | $355,000 | 346 |
| Number of Non-Managed Accounts | $43,000 | 507 |
| Total fiduciary and related assets | $267,537,000 | 358 |
| Managed Assets ($) | $191,571,000 | 347 |
| Non-managed Assets ($) | $75,966,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,677,000 | 342 |
| 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 | $401,000 | 321 |
| Number of Managed Accounts | $357,000 | 297 |
| Number of Non-Managed Accounts | $44,000 | 270 |
| Total fiduciary and related assets | $267,263,000 | 344 |
| Managed Assets ($) | $192,185,000 | 321 |
| Non-managed Assets ($) | $75,078,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,305,000 | 331 |
| 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 | $418,000 | 320 |
| Number of Managed Accounts | $370,000 | 289 |
| Number of Non-Managed Accounts | $48,000 | 266 |
| Total fiduciary and related assets | $264,535,000 | 341 |
| Managed Assets ($) | $191,836,000 | 316 |
| Non-managed Assets ($) | $72,699,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 322 |
| 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 | $436,000 | 314 |
| Number of Managed Accounts | $388,000 | 282 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $274,547,000 | 338 |
| Managed Assets ($) | $200,533,000 | 312 |
| Non-managed Assets ($) | $74,014,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $481,000 | 314 |
| 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 | $445,000 | 391 |
| Number of Managed Accounts | $397,000 | 327 |
| Number of Non-Managed Accounts | $48,000 | 498 |
| Total fiduciary and related assets | $261,303,000 | 345 |
| Managed Assets ($) | $192,435,000 | 325 |
| Non-managed Assets ($) | $68,868,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 294 |
| 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 | $1,388,000 | 277 |
| 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 | $979,000 | 273 |
| 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 | $535,000 | 256 |
| 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 | $528,000 | 354 |
| Number of Managed Accounts | $462,000 | 291 |
| Number of Non-Managed Accounts | $66,000 | 436 |
| Total fiduciary and related assets | $224,665,000 | 375 |
| Managed Assets ($) | $148,786,000 | 388 |
| Non-managed Assets ($) | $75,879,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,818,000 | 284 |
| 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 | $1,365,000 | 274 |
| 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 | $947,000 | 274 |
| 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 | $478,000 | 269 |
| 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 | $603,000 | 328 |
| Number of Managed Accounts | $534,000 | 264 |
| Number of Non-Managed Accounts | $69,000 | 439 |
| Total fiduciary and related assets | $216,077,000 | 381 |
| Managed Assets ($) | $164,839,000 | 360 |
| Non-managed Assets ($) | $51,238,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,822,000 | 265 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,332,000 | 267 |
| 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 | $922,000 | 264 |
| 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 | $497,000 | 250 |
| 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 | $635,000 | 323 |
| Number of Managed Accounts | $565,000 | 259 |
| Number of Non-Managed Accounts | $70,000 | 455 |
| Total fiduciary and related assets | $231,499,000 | 348 |
| Managed Assets ($) | $167,111,000 | 352 |
| Non-managed Assets ($) | $64,388,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 270 |
| 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 | $663,000 | 268 |
| Number of Managed Accounts | $595,000 | 229 |
| Number of Non-Managed Accounts | $68,000 | 254 |
| Total fiduciary and related assets | $250,912,000 | 339 |
| Managed Assets ($) | $177,047,000 | 330 |
| Non-managed Assets ($) | $73,865,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 269 |
| 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 | $675,000 | 274 |
| Number of Managed Accounts | $602,000 | 230 |
| Number of Non-Managed Accounts | $73,000 | 252 |
| Total fiduciary and related assets | $270,234,000 | 338 |
| Managed Assets ($) | $187,196,000 | 334 |
| Non-managed Assets ($) | $83,038,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,060,000 | 268 |
| 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 | $663,000 | 276 |
| Number of Managed Accounts | $590,000 | 232 |
| Number of Non-Managed Accounts | $73,000 | 256 |
| Total fiduciary and related assets | $273,082,000 | 343 |
| Managed Assets ($) | $189,762,000 | 341 |
| Non-managed Assets ($) | $83,320,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 264 |
| 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 | $633,000 | 317 |
| Number of Managed Accounts | $559,000 | 258 |
| Number of Non-Managed Accounts | $74,000 | 451 |
| Total fiduciary and related assets | $279,916,000 | 346 |
| Managed Assets ($) | $192,613,000 | 372 |
| Non-managed Assets ($) | $87,303,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 282 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 286 |
| 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 | $980,000 | 279 |
| 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 | $524,000 | 272 |
| 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 | $554,000 | 348 |
| Number of Managed Accounts | $543,000 | 259 |
| Number of Non-Managed Accounts | $11,000 | 924 |
| Total fiduciary and related assets | $206,665,000 | 416 |
| Managed Assets ($) | $204,266,000 | 352 |
| Non-managed Assets ($) | $2,399,000 | 895 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,867,000 | 280 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 287 |
| 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 | $925,000 | 288 |
| 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 | $481,000 | 284 |
| 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 | $484,000 | 386 |
| Number of Managed Accounts | $479,000 | 296 |
| Number of Non-Managed Accounts | $5,000 | 1,100 |
| Total fiduciary and related assets | $171,505,000 | 452 |
| Managed Assets ($) | $168,216,000 | 380 |
| Non-managed Assets ($) | $3,289,000 | 860 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,561,000 | 318 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,162,000 | 313 |
| 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 | $785,000 | 313 |
| 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 | $411,000 | 303 |
| 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 | $483,000 | 397 |
| Number of Managed Accounts | $475,000 | 295 |
| Number of Non-Managed Accounts | $8,000 | 1,030 |
| Total fiduciary and related assets | $153,401,000 | 467 |
| Managed Assets ($) | $152,066,000 | 383 |
| Non-managed Assets ($) | $1,335,000 | 1,003 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 317 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 326 |
| 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 | $677,000 | 328 |
| 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 | $334,000 | 327 |
| 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 | $493,000 | 409 |
| Number of Managed Accounts | $485,000 | 300 |
| Number of Non-Managed Accounts | $8,000 | 1,055 |
| Total fiduciary and related assets | $139,519,000 | 481 |
| Managed Assets ($) | $138,586,000 | 399 |
| Non-managed Assets ($) | $933,000 | 1,101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000 | 353 |
| 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 | $850,000 | 366 |
| 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 | $568,000 | 371 |
| 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 | $281,000 | 379 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $500,000 | 410 |
| Number of Managed Accounts | $492,000 | 314 |
| Number of Non-Managed Accounts | $8,000 | 1,069 |
| Total fiduciary and related assets | $119,292,000 | 523 |
| Managed Assets ($) | $118,857,000 | 432 |
| Non-managed Assets ($) | $435,000 | 1,224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,116,000 | 385 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $501,000 | 383 |
| Number of Managed Accounts | $496,000 | 289 |
| Number of Non-Managed Accounts | $5,000 | 1,117 |
| Total fiduciary and related assets | $127,727,000 | 477 |
| Managed Assets ($) | $127,355,000 | 408 |
| Non-managed Assets ($) | $372,000 | 1,198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,020,000 | 418 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,046,000 | 414 |
| 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 | $1,076,000 | 456 |
| 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 | $1,089,000 | 439 |
| 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 | $934,000 | 493 |
| 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 | $802,000 | 574 |
| 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 | $728,000 | 627 |
| 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 | $630,000 | 659 |
| 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 | $539,000 | 735 |
| 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 | $483,000 | 773 |