Home > Civista Bank > Fiduciary and Related Services
Civista 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 | $727,000 | 297 |
| Number of Managed Accounts | $716,000 | 259 |
| Number of Non-Managed Accounts | $11,000 | 606 |
| Total fiduciary and related assets | $469,872,000 | 348 |
| Managed Assets ($) | $459,279,000 | 310 |
| Non-managed Assets ($) | $10,593,000 | 526 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,754,000 | 299 |
| 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 | $723,000 | 261 |
| Number of Managed Accounts | $710,000 | 235 |
| Number of Non-Managed Accounts | $13,000 | 322 |
| Total fiduciary and related assets | $429,173,000 | 319 |
| Managed Assets ($) | $418,857,000 | 287 |
| Non-managed Assets ($) | $10,316,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,800,000 | 299 |
| 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 | $716,000 | 290 |
| Number of Managed Accounts | $701,000 | 257 |
| Number of Non-Managed Accounts | $15,000 | 374 |
| Total fiduciary and related assets | $443,207,000 | 347 |
| Managed Assets ($) | $424,892,000 | 313 |
| Non-managed Assets ($) | $18,315,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,849,000 | 295 |
| 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 | $694,000 | 276 |
| Number of Managed Accounts | $662,000 | 250 |
| Number of Non-Managed Accounts | $32,000 | 288 |
| Total fiduciary and related assets | $426,725,000 | 324 |
| Managed Assets ($) | $393,950,000 | 301 |
| Non-managed Assets ($) | $32,775,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 308 |
| 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 | $668,000 | 321 |
| Number of Managed Accounts | $591,000 | 292 |
| Number of Non-Managed Accounts | $77,000 | 302 |
| Total fiduciary and related assets | $399,324,000 | 375 |
| Managed Assets ($) | $321,757,000 | 359 |
| Non-managed Assets ($) | $77,567,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 312 |
| 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 | $669,000 | 285 |
| Number of Managed Accounts | $530,000 | 276 |
| Number of Non-Managed Accounts | $139,000 | 173 |
| Total fiduciary and related assets | $366,618,000 | 347 |
| Managed Assets ($) | $234,662,000 | 348 |
| Non-managed Assets ($) | $131,956,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,738,000 | 312 |
| 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 | $663,000 | 274 |
| Number of Managed Accounts | $523,000 | 276 |
| Number of Non-Managed Accounts | $140,000 | 166 |
| Total fiduciary and related assets | $383,003,000 | 334 |
| Managed Assets ($) | $243,497,000 | 358 |
| Non-managed Assets ($) | $139,506,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,853,000 | 274 |
| 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 | $657,000 | 254 |
| Number of Managed Accounts | $514,000 | 253 |
| Number of Non-Managed Accounts | $143,000 | 156 |
| Total fiduciary and related assets | $428,914,000 | 293 |
| Managed Assets ($) | $268,549,000 | 308 |
| Non-managed Assets ($) | $160,365,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000 | 274 |
| 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 | $642,000 | 291 |
| Number of Managed Accounts | $494,000 | 294 |
| Number of Non-Managed Accounts | $148,000 | 190 |
| Total fiduciary and related assets | $469,777,000 | 322 |
| Managed Assets ($) | $278,968,000 | 352 |
| Non-managed Assets ($) | $190,809,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,866,000 | 267 |
| 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 | $631,000 | 259 |
| Number of Managed Accounts | $483,000 | 257 |
| Number of Non-Managed Accounts | $148,000 | 151 |
| Total fiduciary and related assets | $456,129,000 | 287 |
| Managed Assets ($) | $267,998,000 | 303 |
| Non-managed Assets ($) | $188,131,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,867,000 | 267 |
| 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 | $609,000 | 286 |
| Number of Managed Accounts | $458,000 | 287 |
| Number of Non-Managed Accounts | $151,000 | 154 |
| Total fiduciary and related assets | $460,024,000 | 313 |
| Managed Assets ($) | $265,317,000 | 351 |
| Non-managed Assets ($) | $194,707,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 267 |
| 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 | $589,000 | 267 |
| Number of Managed Accounts | $437,000 | 266 |
| Number of Non-Managed Accounts | $152,000 | 149 |
| Total fiduciary and related assets | $449,329,000 | 288 |
| Managed Assets ($) | $260,703,000 | 305 |
| Non-managed Assets ($) | $188,626,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $925,000 | 269 |
| 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 | $585,000 | 308 |
| Number of Managed Accounts | $431,000 | 312 |
| Number of Non-Managed Accounts | $154,000 | 191 |
| Total fiduciary and related assets | $435,067,000 | 317 |
| Managed Assets ($) | $250,087,000 | 354 |
| Non-managed Assets ($) | $184,980,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,233,000 | 269 |
| 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 | $574,000 | 266 |
| Number of Managed Accounts | $417,000 | 267 |
| Number of Non-Managed Accounts | $157,000 | 150 |
| Total fiduciary and related assets | $397,533,000 | 291 |
| Managed Assets ($) | $228,510,000 | 304 |
| Non-managed Assets ($) | $169,023,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000 | 268 |
| 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 | $569,000 | 293 |
| Number of Managed Accounts | $409,000 | 297 |
| Number of Non-Managed Accounts | $160,000 | 155 |
| Total fiduciary and related assets | $380,241,000 | 324 |
| Managed Assets ($) | $217,067,000 | 350 |
| Non-managed Assets ($) | $163,174,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 273 |
| 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 | $582,000 | 266 |
| Number of Managed Accounts | $418,000 | 265 |
| Number of Non-Managed Accounts | $164,000 | 149 |
| Total fiduciary and related assets | $341,081,000 | 296 |
| Managed Assets ($) | $194,803,000 | 308 |
| Non-managed Assets ($) | $146,278,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $812,000 | 271 |
| 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 | $566,000 | 312 |
| Number of Managed Accounts | $397,000 | 319 |
| Number of Non-Managed Accounts | $169,000 | 188 |
| Total fiduciary and related assets | $388,987,000 | 329 |
| Managed Assets ($) | $216,903,000 | 366 |
| Non-managed Assets ($) | $172,084,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,076,000 | 276 |
| 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 | $565,000 | 270 |
| Number of Managed Accounts | $391,000 | 272 |
| Number of Non-Managed Accounts | $174,000 | 144 |
| Total fiduciary and related assets | $366,630,000 | 305 |
| Managed Assets ($) | $201,804,000 | 312 |
| Non-managed Assets ($) | $164,826,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,292,000 | 277 |
| 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 | $556,000 | 290 |
| Number of Managed Accounts | $377,000 | 302 |
| Number of Non-Managed Accounts | $179,000 | 147 |
| Total fiduciary and related assets | $384,301,000 | 321 |
| Managed Assets ($) | $208,795,000 | 343 |
| Non-managed Assets ($) | $175,506,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 285 |
| 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 | $567,000 | 292 |
| Number of Managed Accounts | $378,000 | 303 |
| Number of Non-Managed Accounts | $189,000 | 145 |
| Total fiduciary and related assets | $365,032,000 | 331 |
| Managed Assets ($) | $196,928,000 | 349 |
| Non-managed Assets ($) | $168,104,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 283 |
| 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 | $565,000 | 319 |
| Number of Managed Accounts | $368,000 | 336 |
| Number of Non-Managed Accounts | $197,000 | 171 |
| Total fiduciary and related assets | $330,307,000 | 341 |
| Managed Assets ($) | $174,059,000 | 390 |
| Non-managed Assets ($) | $156,248,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,288,000 | 267 |
| 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 | $557,000 | 292 |
| Number of Managed Accounts | $334,000 | 315 |
| Number of Non-Managed Accounts | $223,000 | 135 |
| Total fiduciary and related assets | $368,644,000 | 335 |
| Managed Assets ($) | $185,441,000 | 359 |
| Non-managed Assets ($) | $183,203,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 278 |
| 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 | $556,000 | 293 |
| Number of Managed Accounts | $299,000 | 337 |
| Number of Non-Managed Accounts | $257,000 | 123 |
| Total fiduciary and related assets | $366,775,000 | 332 |
| Managed Assets ($) | $172,557,000 | 364 |
| Non-managed Assets ($) | $194,218,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,523,000 | 281 |
| 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 | $558,000 | 294 |
| Number of Managed Accounts | $292,000 | 338 |
| Number of Non-Managed Accounts | $266,000 | 123 |
| Total fiduciary and related assets | $364,170,000 | 332 |
| Managed Assets ($) | $165,595,000 | 363 |
| Non-managed Assets ($) | $198,575,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $770,000 | 280 |
| 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 | $559,000 | 321 |
| Number of Managed Accounts | $284,000 | 399 |
| Number of Non-Managed Accounts | $275,000 | 139 |
| Total fiduciary and related assets | $367,590,000 | 327 |
| Managed Assets ($) | $166,816,000 | 408 |
| Non-managed Assets ($) | $200,774,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,692,000 | 291 |
| 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 | $557,000 | 288 |
| Number of Managed Accounts | $278,000 | 337 |
| Number of Non-Managed Accounts | $279,000 | 118 |
| Total fiduciary and related assets | $352,343,000 | 335 |
| Managed Assets ($) | $161,989,000 | 360 |
| Non-managed Assets ($) | $190,354,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,955,000 | 295 |
| 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 | $558,000 | 292 |
| Number of Managed Accounts | $267,000 | 338 |
| Number of Non-Managed Accounts | $291,000 | 112 |
| Total fiduciary and related assets | $342,340,000 | 334 |
| Managed Assets ($) | $152,793,000 | 361 |
| Non-managed Assets ($) | $189,547,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 303 |
| 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 | $548,000 | 296 |
| Number of Managed Accounts | $250,000 | 345 |
| Number of Non-Managed Accounts | $298,000 | 113 |
| Total fiduciary and related assets | $318,597,000 | 343 |
| Managed Assets ($) | $130,751,000 | 372 |
| Non-managed Assets ($) | $187,846,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $607,000 | 307 |
| 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 | $536,000 | 327 |
| Number of Managed Accounts | $238,000 | 431 |
| Number of Non-Managed Accounts | $298,000 | 129 |
| Total fiduciary and related assets | $303,220,000 | 345 |
| Managed Assets ($) | $122,585,000 | 463 |
| Non-managed Assets ($) | $180,635,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,274,000 | 308 |
| 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 | $535,000 | 299 |
| Number of Managed Accounts | $229,000 | 348 |
| Number of Non-Managed Accounts | $306,000 | 114 |
| Total fiduciary and related assets | $300,450,000 | 343 |
| Managed Assets ($) | $120,498,000 | 374 |
| Non-managed Assets ($) | $179,952,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 313 |
| 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 | $533,000 | 301 |
| Number of Managed Accounts | $224,000 | 352 |
| Number of Non-Managed Accounts | $309,000 | 112 |
| Total fiduciary and related assets | $293,141,000 | 350 |
| Managed Assets ($) | $112,498,000 | 378 |
| Non-managed Assets ($) | $180,643,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 318 |
| 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 | $507,000 | 307 |
| Number of Managed Accounts | $201,000 | 360 |
| Number of Non-Managed Accounts | $306,000 | 113 |
| Total fiduciary and related assets | $282,597,000 | 352 |
| Managed Assets ($) | $104,713,000 | 381 |
| Non-managed Assets ($) | $177,884,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 318 |
| 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 | $499,000 | 345 |
| Number of Managed Accounts | $190,000 | 498 |
| Number of Non-Managed Accounts | $309,000 | 128 |
| Total fiduciary and related assets | $277,176,000 | 365 |
| Managed Assets ($) | $99,031,000 | 503 |
| Non-managed Assets ($) | $178,145,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 318 |
| 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 | $482,000 | 313 |
| Number of Managed Accounts | $170,000 | 369 |
| Number of Non-Managed Accounts | $312,000 | 114 |
| Total fiduciary and related assets | $264,095,000 | 369 |
| Managed Assets ($) | $91,329,000 | 378 |
| Non-managed Assets ($) | $172,766,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,633,000 | 323 |
| 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 | $462,000 | 319 |
| Number of Managed Accounts | $145,000 | 376 |
| Number of Non-Managed Accounts | $317,000 | 113 |
| Total fiduciary and related assets | $273,176,000 | 371 |
| Managed Assets ($) | $91,623,000 | 382 |
| Non-managed Assets ($) | $181,553,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 325 |
| 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 | $464,000 | 319 |
| Number of Managed Accounts | $138,000 | 375 |
| Number of Non-Managed Accounts | $326,000 | 114 |
| Total fiduciary and related assets | $281,505,000 | 371 |
| Managed Assets ($) | $91,345,000 | 380 |
| Non-managed Assets ($) | $190,160,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 321 |
| 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 | $444,000 | 376 |
| Number of Managed Accounts | $426,000 | 308 |
| Number of Non-Managed Accounts | $18,000 | 695 |
| Total fiduciary and related assets | $279,403,000 | 375 |
| Managed Assets ($) | $273,533,000 | 317 |
| Non-managed Assets ($) | $5,870,000 | 683 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,065,000 | 330 |
| 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 | $438,000 | 329 |
| Number of Managed Accounts | $418,000 | 290 |
| Number of Non-Managed Accounts | $20,000 | 336 |
| Total fiduciary and related assets | $274,472,000 | 372 |
| Managed Assets ($) | $268,651,000 | 315 |
| Non-managed Assets ($) | $5,821,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,529,000 | 335 |
| 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 | $428,000 | 333 |
| Number of Managed Accounts | $410,000 | 295 |
| Number of Non-Managed Accounts | $18,000 | 338 |
| Total fiduciary and related assets | $275,526,000 | 372 |
| Managed Assets ($) | $269,734,000 | 314 |
| Non-managed Assets ($) | $5,792,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 339 |
| 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 | $411,000 | 340 |
| Number of Managed Accounts | $392,000 | 300 |
| Number of Non-Managed Accounts | $19,000 | 340 |
| Total fiduciary and related assets | $261,741,000 | 381 |
| Managed Assets ($) | $255,871,000 | 321 |
| Non-managed Assets ($) | $5,870,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 338 |
| 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 | $405,000 | 409 |
| Number of Managed Accounts | $386,000 | 329 |
| Number of Non-Managed Accounts | $19,000 | 699 |
| Total fiduciary and related assets | $259,434,000 | 380 |
| Managed Assets ($) | $253,476,000 | 321 |
| Non-managed Assets ($) | $5,958,000 | 697 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,788,000 | 340 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,317,000 | 346 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 352 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 356 |
| 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 | $392,000 | 419 |
| Number of Managed Accounts | $373,000 | 339 |
| Number of Non-Managed Accounts | $19,000 | 710 |
| Total fiduciary and related assets | $221,602,000 | 386 |
| Managed Assets ($) | $215,946,000 | 322 |
| Non-managed Assets ($) | $5,656,000 | 700 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,564,000 | 355 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,159,000 | 355 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 358 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 351 |
| 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 | $378,000 | 425 |
| Number of Managed Accounts | $358,000 | 348 |
| Number of Non-Managed Accounts | $20,000 | 714 |
| Total fiduciary and related assets | $196,003,000 | 397 |
| Managed Assets ($) | $190,604,000 | 327 |
| Non-managed Assets ($) | $5,399,000 | 707 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,509,000 | 322 |
| 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 | $1,130,000 | 322 |
| 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 | $752,000 | 325 |
| 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 | $372,000 | 331 |
| 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 | $370,000 | 445 |
| Number of Managed Accounts | $348,000 | 364 |
| Number of Non-Managed Accounts | $22,000 | 727 |
| Total fiduciary and related assets | $192,360,000 | 413 |
| Managed Assets ($) | $187,184,000 | 347 |
| Non-managed Assets ($) | $5,176,000 | 740 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,403,000 | 329 |
| 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 | $372,000 | 325 |
| Number of Managed Accounts | $349,000 | 288 |
| Number of Non-Managed Accounts | $23,000 | 313 |
| Total fiduciary and related assets | $230,149,000 | 339 |
| Managed Assets ($) | $177,337,000 | 312 |
| Non-managed Assets ($) | $52,812,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,042,000 | 330 |
| 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 | $374,000 | 324 |
| Number of Managed Accounts | $348,000 | 289 |
| Number of Non-Managed Accounts | $26,000 | 310 |
| Total fiduciary and related assets | $220,576,000 | 341 |
| Managed Assets ($) | $167,780,000 | 311 |
| Non-managed Assets ($) | $52,796,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $692,000 | 332 |
| 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 | $376,000 | 326 |
| Number of Managed Accounts | $350,000 | 291 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $228,445,000 | 348 |
| Managed Assets ($) | $175,421,000 | 314 |
| Non-managed Assets ($) | $53,024,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 338 |
| 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 | $380,000 | 445 |
| Number of Managed Accounts | $353,000 | 358 |
| Number of Non-Managed Accounts | $27,000 | 698 |
| Total fiduciary and related assets | $242,044,000 | 352 |
| Managed Assets ($) | $196,545,000 | 320 |
| Non-managed Assets ($) | $45,499,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 340 |
| 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 | $897,000 | 348 |
| 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 | $597,000 | 347 |
| 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 | $310,000 | 338 |
| 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 | $427,000 | 421 |
| Number of Managed Accounts | $351,000 | 364 |
| Number of Non-Managed Accounts | $76,000 | 436 |
| Total fiduciary and related assets | $222,149,000 | 361 |
| Managed Assets ($) | $144,922,000 | 373 |
| Non-managed Assets ($) | $77,227,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 316 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 312 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 321 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $385,000 | 325 |
| 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 | $210,000 | 654 |
| Number of Managed Accounts | $209,000 | 507 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $88,488,000 | 641 |
| Managed Assets ($) | $87,945,000 | 542 |
| Non-managed Assets ($) | $543,000 | 1,093 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,520,000 | 325 |
| 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 | $857,000 | 378 |
| 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 | $563,000 | 390 |
| 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 | $275,000 | 394 |
| 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 | $281,000 | 542 |
| Number of Managed Accounts | $278,000 | 415 |
| Number of Non-Managed Accounts | $3,000 | 1,121 |
| Total fiduciary and related assets | $139,914,000 | 506 |
| Managed Assets ($) | $138,960,000 | 423 |
| Non-managed Assets ($) | $954,000 | 1,040 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 399 |
| 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 | $753,000 | 394 |
| 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 | $496,000 | 406 |
| 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 | $245,000 | 410 |
| 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 | $268,000 | 573 |
| Number of Managed Accounts | $265,000 | 446 |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Total fiduciary and related assets | $124,165,000 | 535 |
| Managed Assets ($) | $123,277,000 | 434 |
| Non-managed Assets ($) | $888,000 | 1,068 |
| Memoranda | ||
| Gross Fiduciary activities income | $932,000 | 407 |
| 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 | $696,000 | 402 |
| 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 | $441,000 | 417 |
| 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 | $220,000 | 419 |
| 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 | $245,000 | 606 |
| Number of Managed Accounts | $242,000 | 469 |
| Number of Non-Managed Accounts | $3,000 | 1,168 |
| Total fiduciary and related assets | $109,020,000 | 557 |
| Managed Assets ($) | $108,309,000 | 463 |
| Non-managed Assets ($) | $711,000 | 1,099 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 454 |
| 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 | $496,000 | 474 |
| 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 | $308,000 | 501 |
| 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 | $150,000 | 521 |
| 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 | $270,000 | 582 |
| Number of Managed Accounts | $264,000 | 444 |
| Number of Non-Managed Accounts | $6,000 | 1,101 |
| Total fiduciary and related assets | $67,005,000 | 692 |
| Managed Assets ($) | $65,428,000 | 579 |
| Non-managed Assets ($) | $1,577,000 | 1,011 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 646 |
| 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 | $210,000 | 729 |
| 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 | $132,000 | 733 |
| 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 | $66,000 | 747 |
| 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 | $174,000 | 748 |
| Number of Managed Accounts | $158,000 | 627 |
| Number of Non-Managed Accounts | $16,000 | 923 |
| Total fiduciary and related assets | $28,436,000 | 935 |
| Managed Assets ($) | $25,078,000 | 850 |
| Non-managed Assets ($) | $3,358,000 | 892 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |