Home > Citizens & Northern Bank > Fiduciary and Related Services
Citizens & Northern Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 160 |
| Number of Managed Accounts | $1,556,000 | 136 |
| Number of Non-Managed Accounts | $88,000 | 278 |
| Total fiduciary and related assets | $1,083,031,000 | 238 |
| Managed Assets ($) | $862,819,000 | 229 |
| Non-managed Assets ($) | $220,212,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,413,000 | 213 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,500,000 | 214 |
| 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 | $1,673,000 | 159 |
| Number of Managed Accounts | $1,586,000 | 133 |
| Number of Non-Managed Accounts | $87,000 | 229 |
| Total fiduciary and related assets | $1,053,884,000 | 231 |
| Managed Assets ($) | $826,502,000 | 232 |
| Non-managed Assets ($) | $227,382,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,581,000 | 213 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,777,000 | 222 |
| 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 | $1,646,000 | 168 |
| Number of Managed Accounts | $1,559,000 | 143 |
| Number of Non-Managed Accounts | $87,000 | 285 |
| Total fiduciary and related assets | $968,507,000 | 249 |
| Managed Assets ($) | $756,203,000 | 247 |
| Non-managed Assets ($) | $212,304,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,994,000 | 231 |
| 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 | $1,618,000 | 168 |
| Number of Managed Accounts | $1,528,000 | 145 |
| Number of Non-Managed Accounts | $90,000 | 211 |
| Total fiduciary and related assets | $915,447,000 | 247 |
| Managed Assets ($) | $713,419,000 | 239 |
| Non-managed Assets ($) | $202,028,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,245,000 | 234 |
| 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 | $1,629,000 | 150 |
| Number of Managed Accounts | $1,542,000 | 130 |
| Number of Non-Managed Accounts | $87,000 | 205 |
| Total fiduciary and related assets | $961,511,000 | 211 |
| Managed Assets ($) | $750,242,000 | 205 |
| Non-managed Assets ($) | $211,269,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,501,000 | 205 |
| 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 | $1,623,000 | 151 |
| Number of Managed Accounts | $1,534,000 | 133 |
| Number of Non-Managed Accounts | $89,000 | 187 |
| Total fiduciary and related assets | $1,085,019,000 | 211 |
| Managed Assets ($) | $841,785,000 | 201 |
| Non-managed Assets ($) | $243,234,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,786,000 | 207 |
| 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 | $1,613,000 | 156 |
| Number of Managed Accounts | $1,524,000 | 134 |
| Number of Non-Managed Accounts | $89,000 | 258 |
| Total fiduciary and related assets | $1,127,247,000 | 213 |
| Managed Assets ($) | $875,264,000 | 202 |
| Non-managed Assets ($) | $251,983,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,234,000 | 197 |
| 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 | $1,593,000 | 155 |
| Number of Managed Accounts | $1,503,000 | 135 |
| Number of Non-Managed Accounts | $90,000 | 190 |
| Total fiduciary and related assets | $1,081,173,000 | 213 |
| Managed Assets ($) | $841,142,000 | 201 |
| Non-managed Assets ($) | $240,031,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,254,000 | 201 |
| 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 | $1,576,000 | 159 |
| Number of Managed Accounts | $1,484,000 | 140 |
| Number of Non-Managed Accounts | $92,000 | 200 |
| Total fiduciary and related assets | $1,090,737,000 | 211 |
| Managed Assets ($) | $848,955,000 | 200 |
| Non-managed Assets ($) | $241,782,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,433,000 | 202 |
| 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 | $1,576,000 | 156 |
| Number of Managed Accounts | $1,480,000 | 136 |
| Number of Non-Managed Accounts | $96,000 | 189 |
| Total fiduciary and related assets | $1,041,749,000 | 214 |
| Managed Assets ($) | $812,017,000 | 199 |
| Non-managed Assets ($) | $229,732,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,626,000 | 205 |
| 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 | $1,542,000 | 160 |
| Number of Managed Accounts | $1,445,000 | 139 |
| Number of Non-Managed Accounts | $97,000 | 254 |
| Total fiduciary and related assets | $1,003,519,000 | 216 |
| Managed Assets ($) | $781,195,000 | 206 |
| Non-managed Assets ($) | $222,324,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,321,000 | 198 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,639,000 | 196 |
| 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 | $1,539,000 | 160 |
| Number of Managed Accounts | $1,437,000 | 140 |
| Number of Non-Managed Accounts | $102,000 | 193 |
| Total fiduciary and related assets | $885,070,000 | 218 |
| Managed Assets ($) | $691,845,000 | 201 |
| Non-managed Assets ($) | $193,225,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,044,000 | 194 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 202 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,530,000 | 163 |
| Number of Managed Accounts | $1,428,000 | 143 |
| Number of Non-Managed Accounts | $102,000 | 260 |
| Total fiduciary and related assets | $915,065,000 | 215 |
| Managed Assets ($) | $711,010,000 | 201 |
| Non-managed Assets ($) | $204,055,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,106,000 | 194 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,422,000 | 198 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,485,000 | 162 |
| Number of Managed Accounts | $1,381,000 | 143 |
| Number of Non-Managed Accounts | $104,000 | 192 |
| Total fiduciary and related assets | $861,422,000 | 214 |
| Managed Assets ($) | $668,043,000 | 204 |
| Non-managed Assets ($) | $193,379,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,943,000 | 199 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,465,000 | 165 |
| Number of Managed Accounts | $1,365,000 | 143 |
| Number of Non-Managed Accounts | $100,000 | 199 |
| Total fiduciary and related assets | $837,755,000 | 215 |
| Managed Assets ($) | $651,285,000 | 204 |
| Non-managed Assets ($) | $186,470,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,360,000 | 211 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 165 |
| Number of Managed Accounts | $1,377,000 | 142 |
| Number of Non-Managed Accounts | $96,000 | 267 |
| Total fiduciary and related assets | $780,203,000 | 220 |
| Managed Assets ($) | $605,246,000 | 207 |
| Non-managed Assets ($) | $174,957,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,838,000 | 198 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,460,000 | 161 |
| Number of Managed Accounts | $1,358,000 | 141 |
| Number of Non-Managed Accounts | $102,000 | 197 |
| Total fiduciary and related assets | $864,446,000 | 213 |
| Managed Assets ($) | $659,825,000 | 204 |
| Non-managed Assets ($) | $204,621,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,375,000 | 197 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,437,000 | 165 |
| Number of Managed Accounts | $1,336,000 | 144 |
| Number of Non-Managed Accounts | $101,000 | 197 |
| Total fiduciary and related assets | $842,933,000 | 214 |
| Managed Assets ($) | $641,426,000 | 207 |
| Non-managed Assets ($) | $201,507,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,948,000 | 196 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,440,000 | 167 |
| Number of Managed Accounts | $1,340,000 | 145 |
| Number of Non-Managed Accounts | $100,000 | 203 |
| Total fiduciary and related assets | $831,496,000 | 216 |
| Managed Assets ($) | $634,837,000 | 206 |
| Non-managed Assets ($) | $196,659,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,422,000 | 202 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,435,000 | 172 |
| Number of Managed Accounts | $1,339,000 | 145 |
| Number of Non-Managed Accounts | $96,000 | 274 |
| Total fiduciary and related assets | $820,999,000 | 217 |
| Managed Assets ($) | $621,664,000 | 212 |
| Non-managed Assets ($) | $199,335,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,399,000 | 199 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,421,000 | 168 |
| Number of Managed Accounts | $1,326,000 | 146 |
| Number of Non-Managed Accounts | $95,000 | 202 |
| Total fiduciary and related assets | $823,216,000 | 213 |
| Managed Assets ($) | $629,181,000 | 204 |
| Non-managed Assets ($) | $194,035,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,969,000 | 200 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,428,000 | 164 |
| Number of Managed Accounts | $1,335,000 | 142 |
| Number of Non-Managed Accounts | $93,000 | 201 |
| Total fiduciary and related assets | $792,396,000 | 214 |
| Managed Assets ($) | $605,737,000 | 208 |
| Non-managed Assets ($) | $186,659,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,677,000 | 195 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,415,000 | 165 |
| Number of Managed Accounts | $1,325,000 | 144 |
| Number of Non-Managed Accounts | $90,000 | 203 |
| Total fiduciary and related assets | $777,383,000 | 213 |
| Managed Assets ($) | $593,194,000 | 213 |
| Non-managed Assets ($) | $184,189,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,180,000 | 217 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,387,000 | 169 |
| Number of Managed Accounts | $1,296,000 | 146 |
| Number of Non-Managed Accounts | $91,000 | 290 |
| Total fiduciary and related assets | $778,170,000 | 211 |
| Managed Assets ($) | $585,861,000 | 210 |
| Non-managed Assets ($) | $192,309,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,760,000 | 206 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,379,000 | 167 |
| Number of Managed Accounts | $1,288,000 | 146 |
| Number of Non-Managed Accounts | $91,000 | 206 |
| Total fiduciary and related assets | $767,491,000 | 215 |
| Managed Assets ($) | $580,612,000 | 211 |
| Non-managed Assets ($) | $186,879,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,567,000 | 205 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 168 |
| Number of Managed Accounts | $1,280,000 | 149 |
| Number of Non-Managed Accounts | $89,000 | 212 |
| Total fiduciary and related assets | $751,010,000 | 217 |
| Managed Assets ($) | $572,451,000 | 213 |
| Non-managed Assets ($) | $178,559,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,395,000 | 204 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,352,000 | 170 |
| Number of Managed Accounts | $1,263,000 | 147 |
| Number of Non-Managed Accounts | $89,000 | 209 |
| Total fiduciary and related assets | $730,086,000 | 217 |
| Managed Assets ($) | $551,501,000 | 215 |
| Non-managed Assets ($) | $178,585,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,144,000 | 209 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,347,000 | 175 |
| Number of Managed Accounts | $1,257,000 | 146 |
| Number of Non-Managed Accounts | $90,000 | 297 |
| Total fiduciary and related assets | $722,337,000 | 218 |
| Managed Assets ($) | $548,129,000 | 214 |
| Non-managed Assets ($) | $174,208,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,626,000 | 211 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,325,000 | 172 |
| Number of Managed Accounts | $1,242,000 | 142 |
| Number of Non-Managed Accounts | $83,000 | 211 |
| Total fiduciary and related assets | $703,806,000 | 218 |
| Managed Assets ($) | $536,432,000 | 212 |
| Non-managed Assets ($) | $167,374,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,478,000 | 216 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,322,000 | 173 |
| Number of Managed Accounts | $1,240,000 | 146 |
| Number of Non-Managed Accounts | $82,000 | 212 |
| Total fiduciary and related assets | $743,941,000 | 219 |
| Managed Assets ($) | $565,241,000 | 210 |
| Non-managed Assets ($) | $178,700,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,355,000 | 215 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 172 |
| Number of Managed Accounts | $1,235,000 | 144 |
| Number of Non-Managed Accounts | $80,000 | 214 |
| Total fiduciary and related assets | $741,385,000 | 221 |
| Managed Assets ($) | $564,234,000 | 213 |
| Non-managed Assets ($) | $177,151,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 223 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,309,000 | 174 |
| Number of Managed Accounts | $1,228,000 | 145 |
| Number of Non-Managed Accounts | $81,000 | 335 |
| Total fiduciary and related assets | $733,682,000 | 220 |
| Managed Assets ($) | $559,754,000 | 212 |
| Non-managed Assets ($) | $173,928,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,490,000 | 212 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,279,000 | 175 |
| Number of Managed Accounts | $1,198,000 | 145 |
| Number of Non-Managed Accounts | $81,000 | 219 |
| Total fiduciary and related assets | $716,676,000 | 223 |
| Managed Assets ($) | $548,250,000 | 212 |
| Non-managed Assets ($) | $168,426,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,325,000 | 213 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,270,000 | 175 |
| Number of Managed Accounts | $1,191,000 | 145 |
| Number of Non-Managed Accounts | $79,000 | 222 |
| Total fiduciary and related assets | $727,337,000 | 217 |
| Managed Assets ($) | $556,179,000 | 207 |
| Non-managed Assets ($) | $171,158,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,185,000 | 214 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,263,000 | 178 |
| Number of Managed Accounts | $1,186,000 | 146 |
| Number of Non-Managed Accounts | $77,000 | 230 |
| Total fiduciary and related assets | $703,153,000 | 218 |
| Managed Assets ($) | $538,732,000 | 208 |
| Non-managed Assets ($) | $164,421,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 221 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,261,000 | 181 |
| Number of Managed Accounts | $1,184,000 | 144 |
| Number of Non-Managed Accounts | $77,000 | 362 |
| Total fiduciary and related assets | $701,473,000 | 215 |
| Managed Assets ($) | $536,944,000 | 206 |
| Non-managed Assets ($) | $164,529,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,087,000 | 208 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,247,000 | 173 |
| Number of Managed Accounts | $1,168,000 | 139 |
| Number of Non-Managed Accounts | $79,000 | 225 |
| Total fiduciary and related assets | $670,951,000 | 214 |
| Managed Assets ($) | $513,138,000 | 204 |
| Non-managed Assets ($) | $157,813,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,022,000 | 205 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,229,000 | 172 |
| Number of Managed Accounts | $1,150,000 | 136 |
| Number of Non-Managed Accounts | $79,000 | 226 |
| Total fiduciary and related assets | $639,642,000 | 216 |
| Managed Assets ($) | $488,897,000 | 209 |
| Non-managed Assets ($) | $150,745,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,989,000 | 209 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,210,000 | 177 |
| Number of Managed Accounts | $1,131,000 | 139 |
| Number of Non-Managed Accounts | $79,000 | 229 |
| Total fiduciary and related assets | $648,335,000 | 211 |
| Managed Assets ($) | $495,410,000 | 206 |
| Non-managed Assets ($) | $152,925,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $944,000 | 216 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 183 |
| Number of Managed Accounts | $1,112,000 | 144 |
| Number of Non-Managed Accounts | $80,000 | 365 |
| Total fiduciary and related assets | $618,982,000 | 219 |
| Managed Assets ($) | $472,652,000 | 205 |
| Non-managed Assets ($) | $146,330,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,847,000 | 204 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,188,000 | 172 |
| Number of Managed Accounts | $1,104,000 | 141 |
| Number of Non-Managed Accounts | $84,000 | 217 |
| Total fiduciary and related assets | $617,624,000 | 213 |
| Managed Assets ($) | $477,605,000 | 200 |
| Non-managed Assets ($) | $140,019,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,762,000 | 210 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,181,000 | 170 |
| Number of Managed Accounts | $1,106,000 | 139 |
| Number of Non-Managed Accounts | $75,000 | 221 |
| Total fiduciary and related assets | $596,146,000 | 216 |
| Managed Assets ($) | $444,926,000 | 206 |
| Non-managed Assets ($) | $151,220,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,889,000 | 206 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,164,000 | 173 |
| Number of Managed Accounts | $1,089,000 | 140 |
| Number of Non-Managed Accounts | $75,000 | 219 |
| Total fiduciary and related assets | $601,776,000 | 213 |
| Managed Assets ($) | $446,547,000 | 212 |
| Non-managed Assets ($) | $155,229,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $929,000 | 208 |
| 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 | $1,153,000 | 180 |
| Number of Managed Accounts | $1,079,000 | 142 |
| Number of Non-Managed Accounts | $74,000 | 383 |
| Total fiduciary and related assets | $562,217,000 | 219 |
| Managed Assets ($) | $419,890,000 | 214 |
| Non-managed Assets ($) | $142,327,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,472,000 | 180 |
| 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 | $1,161,000 | 172 |
| Number of Managed Accounts | $1,088,000 | 137 |
| Number of Non-Managed Accounts | $73,000 | 223 |
| Total fiduciary and related assets | $526,127,000 | 223 |
| Managed Assets ($) | $403,725,000 | 217 |
| Non-managed Assets ($) | $122,402,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,608,000 | 181 |
| 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 | $1,152,000 | 176 |
| Number of Managed Accounts | $1,082,000 | 139 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $562,295,000 | 221 |
| Managed Assets ($) | $445,646,000 | 202 |
| Non-managed Assets ($) | $116,649,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,823,000 | 177 |
| 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 | $1,133,000 | 181 |
| Number of Managed Accounts | $1,066,000 | 136 |
| Number of Non-Managed Accounts | $67,000 | 244 |
| Total fiduciary and related assets | $561,325,000 | 222 |
| Managed Assets ($) | $445,473,000 | 201 |
| Non-managed Assets ($) | $115,852,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 188 |
| 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 | $1,120,000 | 194 |
| Number of Managed Accounts | $1,058,000 | 144 |
| Number of Non-Managed Accounts | $62,000 | 456 |
| Total fiduciary and related assets | $541,379,000 | 226 |
| Managed Assets ($) | $430,851,000 | 200 |
| Non-managed Assets ($) | $110,528,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,475,000 | 181 |
| 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 | $1,113,000 | 182 |
| Number of Managed Accounts | $1,050,000 | 140 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $526,566,000 | 228 |
| Managed Assets ($) | $421,806,000 | 200 |
| Non-managed Assets ($) | $104,760,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,605,000 | 179 |
| 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 | $1,051,000 | 192 |
| Number of Managed Accounts | $988,000 | 144 |
| Number of Non-Managed Accounts | $63,000 | 248 |
| Total fiduciary and related assets | $486,878,000 | 231 |
| Managed Assets ($) | $391,004,000 | 209 |
| Non-managed Assets ($) | $95,874,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 185 |
| 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 | $1,064,000 | 193 |
| Number of Managed Accounts | $998,000 | 146 |
| Number of Non-Managed Accounts | $66,000 | 248 |
| Total fiduciary and related assets | $522,733,000 | 231 |
| Managed Assets ($) | $420,921,000 | 198 |
| Non-managed Assets ($) | $101,812,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $878,000 | 179 |
| 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 | $1,070,000 | 208 |
| Number of Managed Accounts | $1,004,000 | 151 |
| Number of Non-Managed Accounts | $66,000 | 448 |
| Total fiduciary and related assets | $516,817,000 | 231 |
| Managed Assets ($) | $419,738,000 | 201 |
| Non-managed Assets ($) | $97,079,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,212,000 | 187 |
| 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 | $1,062,000 | 198 |
| Number of Managed Accounts | $996,000 | 145 |
| Number of Non-Managed Accounts | $66,000 | 237 |
| Total fiduciary and related assets | $508,299,000 | 230 |
| Managed Assets ($) | $414,297,000 | 203 |
| Non-managed Assets ($) | $94,002,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,360,000 | 186 |
| 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 | $1,065,000 | 199 |
| Number of Managed Accounts | $995,000 | 153 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $473,940,000 | 232 |
| Managed Assets ($) | $390,974,000 | 207 |
| Non-managed Assets ($) | $82,966,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,617,000 | 187 |
| 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 | $1,109,000 | 188 |
| Number of Managed Accounts | $1,028,000 | 153 |
| Number of Non-Managed Accounts | $81,000 | 231 |
| Total fiduciary and related assets | $447,490,000 | 229 |
| Managed Assets ($) | $373,083,000 | 208 |
| Non-managed Assets ($) | $74,407,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 192 |
| 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 | $1,134,000 | 201 |
| Number of Managed Accounts | $1,056,000 | 150 |
| Number of Non-Managed Accounts | $78,000 | 429 |
| Total fiduciary and related assets | $473,131,000 | 230 |
| Managed Assets ($) | $391,908,000 | 205 |
| Non-managed Assets ($) | $81,223,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,397,000 | 193 |
| 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 | $1,150,000 | 185 |
| Number of Managed Accounts | $1,077,000 | 142 |
| Number of Non-Managed Accounts | $73,000 | 247 |
| Total fiduciary and related assets | $522,059,000 | 230 |
| Managed Assets ($) | $433,363,000 | 206 |
| Non-managed Assets ($) | $88,696,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 193 |
| 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 | $1,154,000 | 189 |
| Number of Managed Accounts | $1,087,000 | 144 |
| Number of Non-Managed Accounts | $67,000 | 261 |
| Total fiduciary and related assets | $538,979,000 | 239 |
| Managed Assets ($) | $453,874,000 | 211 |
| Non-managed Assets ($) | $85,105,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,831,000 | 192 |
| 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 | $1,137,000 | 193 |
| Number of Managed Accounts | $1,071,000 | 145 |
| Number of Non-Managed Accounts | $66,000 | 265 |
| Total fiduciary and related assets | $537,280,000 | 247 |
| Managed Assets ($) | $447,519,000 | 217 |
| Non-managed Assets ($) | $89,761,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 200 |
| 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 | $1,122,000 | 203 |
| Number of Managed Accounts | $1,060,000 | 149 |
| Number of Non-Managed Accounts | $62,000 | 492 |
| Total fiduciary and related assets | $560,759,000 | 245 |
| Managed Assets ($) | $467,527,000 | 211 |
| Non-managed Assets ($) | $93,232,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,437,000 | 200 |
| 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 | $1,118,000 | 187 |
| Number of Managed Accounts | $1,056,000 | 149 |
| Number of Non-Managed Accounts | $62,000 | 255 |
| Total fiduciary and related assets | $567,302,000 | 239 |
| Managed Assets ($) | $473,343,000 | 210 |
| Non-managed Assets ($) | $93,959,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,510,000 | 203 |
| 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 | $1,116,000 | 188 |
| Number of Managed Accounts | $1,054,000 | 148 |
| Number of Non-Managed Accounts | $62,000 | 263 |
| Total fiduciary and related assets | $556,845,000 | 250 |
| Managed Assets ($) | $464,049,000 | 214 |
| Non-managed Assets ($) | $92,796,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,629,000 | 213 |
| 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 | $805,000 | 248 |
| Number of Managed Accounts | $744,000 | 199 |
| Number of Non-Managed Accounts | $61,000 | 268 |
| Total fiduciary and related assets | $422,648,000 | 291 |
| Managed Assets ($) | $341,088,000 | 246 |
| Non-managed Assets ($) | $81,560,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 236 |
| 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 | $787,000 | 273 |
| Number of Managed Accounts | $726,000 | 210 |
| Number of Non-Managed Accounts | $61,000 | 498 |
| Total fiduciary and related assets | $414,871,000 | 291 |
| Managed Assets ($) | $334,771,000 | 254 |
| Non-managed Assets ($) | $80,100,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,425,000 | 238 |
| 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 | $792,000 | 251 |
| Number of Managed Accounts | $734,000 | 201 |
| Number of Non-Managed Accounts | $58,000 | 276 |
| Total fiduciary and related assets | $399,272,000 | 295 |
| Managed Assets ($) | $322,617,000 | 260 |
| Non-managed Assets ($) | $76,655,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 244 |
| 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 | $783,000 | 255 |
| Number of Managed Accounts | $725,000 | 212 |
| Number of Non-Managed Accounts | $58,000 | 284 |
| Total fiduciary and related assets | $383,138,000 | 296 |
| Managed Assets ($) | $307,955,000 | 268 |
| Non-managed Assets ($) | $75,183,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,066,000 | 274 |
| 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 | $785,000 | 254 |
| Number of Managed Accounts | $745,000 | 206 |
| Number of Non-Managed Accounts | $40,000 | 308 |
| Total fiduciary and related assets | $378,092,000 | 302 |
| Managed Assets ($) | $314,334,000 | 261 |
| Non-managed Assets ($) | $63,758,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $514,000 | 276 |
| 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 | $799,000 | 274 |
| Number of Managed Accounts | $761,000 | 204 |
| Number of Non-Managed Accounts | $38,000 | 645 |
| Total fiduciary and related assets | $362,533,000 | 306 |
| Managed Assets ($) | $301,706,000 | 265 |
| Non-managed Assets ($) | $60,827,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,103,000 | 263 |
| 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 | $795,000 | 244 |
| Number of Managed Accounts | $757,000 | 198 |
| Number of Non-Managed Accounts | $38,000 | 306 |
| Total fiduciary and related assets | $353,106,000 | 300 |
| Managed Assets ($) | $294,486,000 | 266 |
| Non-managed Assets ($) | $58,620,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,600,000 | 256 |
| 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 | $796,000 | 246 |
| Number of Managed Accounts | $750,000 | 197 |
| Number of Non-Managed Accounts | $46,000 | 302 |
| Total fiduciary and related assets | $352,315,000 | 302 |
| Managed Assets ($) | $290,697,000 | 263 |
| Non-managed Assets ($) | $61,618,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,057,000 | 258 |
| 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 | $792,000 | 246 |
| Number of Managed Accounts | $750,000 | 196 |
| Number of Non-Managed Accounts | $42,000 | 312 |
| Total fiduciary and related assets | $347,431,000 | 302 |
| Managed Assets ($) | $292,150,000 | 263 |
| Non-managed Assets ($) | $55,281,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,000 | 270 |
| 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 | $763,000 | 275 |
| Number of Managed Accounts | $720,000 | 207 |
| Number of Non-Managed Accounts | $43,000 | 632 |
| Total fiduciary and related assets | $353,722,000 | 299 |
| Managed Assets ($) | $298,716,000 | 256 |
| Non-managed Assets ($) | $55,006,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,116,000 | 251 |
| 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 | $887,000 | 228 |
| Number of Managed Accounts | $820,000 | 184 |
| Number of Non-Managed Accounts | $67,000 | 280 |
| Total fiduciary and related assets | $330,594,000 | 302 |
| Managed Assets ($) | $280,847,000 | 258 |
| Non-managed Assets ($) | $49,747,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000 | 263 |
| 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 | $865,000 | 234 |
| Number of Managed Accounts | $791,000 | 190 |
| Number of Non-Managed Accounts | $74,000 | 285 |
| Total fiduciary and related assets | $331,749,000 | 302 |
| Managed Assets ($) | $273,506,000 | 263 |
| Non-managed Assets ($) | $58,243,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 262 |
| 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 | $845,000 | 237 |
| Number of Managed Accounts | $765,000 | 192 |
| Number of Non-Managed Accounts | $80,000 | 278 |
| Total fiduciary and related assets | $326,234,000 | 310 |
| Managed Assets ($) | $267,392,000 | 267 |
| Non-managed Assets ($) | $58,842,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 277 |
| 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 | $806,000 | 281 |
| Number of Managed Accounts | $724,000 | 213 |
| Number of Non-Managed Accounts | $82,000 | 482 |
| Total fiduciary and related assets | $291,903,000 | 341 |
| Managed Assets ($) | $243,892,000 | 292 |
| Non-managed Assets ($) | $48,011,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 287 |
| 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 | $784,000 | 265 |
| Number of Managed Accounts | $696,000 | 214 |
| Number of Non-Managed Accounts | $88,000 | 286 |
| Total fiduciary and related assets | $270,703,000 | 351 |
| Managed Assets ($) | $224,627,000 | 297 |
| Non-managed Assets ($) | $46,076,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,274,000 | 301 |
| 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 | $777,000 | 271 |
| Number of Managed Accounts | $692,000 | 217 |
| Number of Non-Managed Accounts | $85,000 | 289 |
| Total fiduciary and related assets | $264,580,000 | 357 |
| Managed Assets ($) | $219,139,000 | 304 |
| Non-managed Assets ($) | $45,441,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 303 |
| 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 | $759,000 | 275 |
| Number of Managed Accounts | $706,000 | 221 |
| Number of Non-Managed Accounts | $53,000 | 333 |
| Total fiduciary and related assets | $243,247,000 | 361 |
| Managed Assets ($) | $211,370,000 | 306 |
| Non-managed Assets ($) | $31,877,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 320 |
| 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 | $755,000 | 308 |
| Number of Managed Accounts | $702,000 | 240 |
| Number of Non-Managed Accounts | $53,000 | 613 |
| Total fiduciary and related assets | $248,522,000 | 370 |
| Managed Assets ($) | $219,154,000 | 304 |
| Non-managed Assets ($) | $29,368,000 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,000 | 303 |
| 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 | $865,000 | 256 |
| Number of Managed Accounts | $823,000 | 189 |
| Number of Non-Managed Accounts | $42,000 | 634 |
| Total fiduciary and related assets | $263,068,000 | 347 |
| Managed Assets ($) | $235,196,000 | 294 |
| Non-managed Assets ($) | $27,872,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 327 |
| 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 | $1,613,000 | 327 |
| 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 | $1,456,000 | 376 |
| 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 | $1,288,000 | 402 |
| 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 | $1,004,000 | 473 |
| 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 | $852,000 | 555 |
| 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 | $726,000 | 630 |
| 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 | $583,000 | 693 |
| 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 | $546,000 | 729 |
| 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 | $476,000 | 777 |