Home > ClearPoint Federal Bank & Trust > Fiduciary and Related Services
ClearPoint Federal Bank & Trust, 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 | $207,192,000 | 7 |
| Number of Managed Accounts | $58,906,000 | 8 |
| Number of Non-Managed Accounts | $148,286,000 | 5 |
| Total fiduciary and related assets | $1,187,653,000 | 226 |
| Managed Assets ($) | $687,536,000 | 257 |
| Non-managed Assets ($) | $500,117,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,982,000 | 239 |
| 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 | $204,757,000 | 6 |
| Number of Managed Accounts | $57,730,000 | 8 |
| Number of Non-Managed Accounts | $147,027,000 | 4 |
| Total fiduciary and related assets | $1,106,036,000 | 230 |
| Managed Assets ($) | $641,620,000 | 251 |
| Non-managed Assets ($) | $464,416,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,428,000 | 242 |
| 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 | $201,302,000 | 6 |
| Number of Managed Accounts | $55,648,000 | 8 |
| Number of Non-Managed Accounts | $145,654,000 | 5 |
| Total fiduciary and related assets | $1,109,153,000 | 224 |
| Managed Assets ($) | $656,250,000 | 254 |
| Non-managed Assets ($) | $452,903,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,912,000 | 239 |
| 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 | $198,746,000 | 6 |
| Number of Managed Accounts | $53,472,000 | 8 |
| Number of Non-Managed Accounts | $145,274,000 | 4 |
| Total fiduciary and related assets | $1,081,128,000 | 237 |
| Managed Assets ($) | $628,643,000 | 260 |
| Non-managed Assets ($) | $452,485,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 248 |
| 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 | $197,082,000 | 6 |
| Number of Managed Accounts | $52,333,000 | 8 |
| Number of Non-Managed Accounts | $144,749,000 | 4 |
| Total fiduciary and related assets | $1,045,205,000 | 236 |
| Managed Assets ($) | $602,546,000 | 271 |
| Non-managed Assets ($) | $442,659,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,825,000 | 252 |
| 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 | $195,045,000 | 6 |
| Number of Managed Accounts | $50,740,000 | 9 |
| Number of Non-Managed Accounts | $144,305,000 | 4 |
| Total fiduciary and related assets | $986,096,000 | 235 |
| Managed Assets ($) | $564,002,000 | 266 |
| Non-managed Assets ($) | $422,094,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,448,000 | 250 |
| 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 | $192,980,000 | 6 |
| Number of Managed Accounts | $49,972,000 | 9 |
| Number of Non-Managed Accounts | $143,008,000 | 4 |
| Total fiduciary and related assets | $1,040,112,000 | 198 |
| Managed Assets ($) | $603,716,000 | 238 |
| Non-managed Assets ($) | $436,396,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,064,000 | 214 |
| 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 | $188,216,000 | 6 |
| Number of Managed Accounts | $48,341,000 | 9 |
| Number of Non-Managed Accounts | $139,875,000 | 4 |
| Total fiduciary and related assets | $1,139,491,000 | 200 |
| Managed Assets ($) | $665,478,000 | 228 |
| Non-managed Assets ($) | $474,013,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,559,000 | 217 |
| 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 | $174,438,000 | 6 |
| Number of Managed Accounts | $46,000,000 | 11 |
| Number of Non-Managed Accounts | $128,438,000 | 4 |
| Total fiduciary and related assets | $1,180,006,000 | 207 |
| Managed Assets ($) | $691,427,000 | 237 |
| Non-managed Assets ($) | $488,579,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,788,000 | 218 |
| 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 | $172,438,000 | 6 |
| Number of Managed Accounts | $37,857,000 | 11 |
| Number of Non-Managed Accounts | $134,581,000 | 5 |
| Total fiduciary and related assets | $1,122,732,000 | 206 |
| Managed Assets ($) | $673,134,000 | 228 |
| Non-managed Assets ($) | $449,598,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,321,000 | 219 |
| 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 | $170,442,000 | 6 |
| Number of Managed Accounts | $37,167,000 | 11 |
| Number of Non-Managed Accounts | $133,275,000 | 5 |
| Total fiduciary and related assets | $1,117,075,000 | 207 |
| Managed Assets ($) | $650,246,000 | 235 |
| Non-managed Assets ($) | $466,829,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,791,000 | 220 |
| 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 | $167,993,000 | 6 |
| Number of Managed Accounts | $34,709,000 | 13 |
| Number of Non-Managed Accounts | $133,284,000 | 5 |
| Total fiduciary and related assets | $1,013,279,000 | 218 |
| Managed Assets ($) | $555,439,000 | 243 |
| Non-managed Assets ($) | $457,840,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 220 |
| 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 | $166,765,000 | 6 |
| Number of Managed Accounts | $33,723,000 | 13 |
| Number of Non-Managed Accounts | $133,042,000 | 5 |
| Total fiduciary and related assets | $990,204,000 | 220 |
| Managed Assets ($) | $528,435,000 | 258 |
| Non-managed Assets ($) | $461,769,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,126,000 | 221 |
| 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 | $173,476,000 | 6 |
| Number of Managed Accounts | $28,162,000 | 14 |
| Number of Non-Managed Accounts | $145,314,000 | 5 |
| Total fiduciary and related assets | $928,990,000 | 213 |
| Managed Assets ($) | $372,405,000 | 266 |
| Non-managed Assets ($) | $556,585,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,806,000 | 217 |
| 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 | $172,306,000 | 6 |
| Number of Managed Accounts | $26,839,000 | 14 |
| Number of Non-Managed Accounts | $145,467,000 | 5 |
| Total fiduciary and related assets | $889,474,000 | 217 |
| Managed Assets ($) | $350,044,000 | 293 |
| Non-managed Assets ($) | $539,430,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,443,000 | 222 |
| 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 | $168,467,000 | 6 |
| Number of Managed Accounts | $24,403,000 | 15 |
| Number of Non-Managed Accounts | $144,064,000 | 5 |
| Total fiduciary and related assets | $831,219,000 | 208 |
| Managed Assets ($) | $317,101,000 | 269 |
| Non-managed Assets ($) | $514,118,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 223 |
| 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 | $160,596,000 | 6 |
| Number of Managed Accounts | $23,803,000 | 15 |
| Number of Non-Managed Accounts | $136,793,000 | 5 |
| Total fiduciary and related assets | $910,957,000 | 216 |
| Managed Assets ($) | $366,331,000 | 291 |
| Non-managed Assets ($) | $544,626,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,397,000 | 229 |
| 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 | $240,014,000 | 5 |
| Number of Managed Accounts | $43,535,000 | 10 |
| Number of Non-Managed Accounts | $196,479,000 | 5 |
| Total fiduciary and related assets | $869,860,000 | 213 |
| Managed Assets ($) | $355,861,000 | 273 |
| Non-managed Assets ($) | $513,999,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,286,000 | 231 |
| 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 | $155,250,000 | 6 |
| Number of Managed Accounts | $22,669,000 | 14 |
| Number of Non-Managed Accounts | $132,581,000 | 5 |
| Total fiduciary and related assets | $797,183,000 | 222 |
| Managed Assets ($) | $325,571,000 | 302 |
| Non-managed Assets ($) | $471,612,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,122,000 | 233 |
| 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 | $152,585,000 | 7 |
| Number of Managed Accounts | $24,031,000 | 13 |
| Number of Non-Managed Accounts | $128,554,000 | 5 |
| Total fiduciary and related assets | $814,289,000 | 219 |
| Managed Assets ($) | $345,599,000 | 296 |
| Non-managed Assets ($) | $468,690,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 237 |
| 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 | $154,189,000 | 7 |
| Number of Managed Accounts | $23,354,000 | 14 |
| Number of Non-Managed Accounts | $130,835,000 | 5 |
| Total fiduciary and related assets | $796,548,000 | 218 |
| Managed Assets ($) | $326,099,000 | 294 |
| Non-managed Assets ($) | $470,449,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,068,000 | 239 |
| 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 | $150,771,000 | 9 |
| Number of Managed Accounts | $22,690,000 | 13 |
| Number of Non-Managed Accounts | $128,081,000 | 6 |
| Total fiduciary and related assets | $836,325,000 | 218 |
| Managed Assets ($) | $330,373,000 | 303 |
| Non-managed Assets ($) | $505,952,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,036,000 | 241 |
| 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 | $142,670,000 | 8 |
| Number of Managed Accounts | $21,839,000 | 14 |
| Number of Non-Managed Accounts | $120,831,000 | 5 |
| Total fiduciary and related assets | $757,641,000 | 227 |
| Managed Assets ($) | $284,737,000 | 320 |
| Non-managed Assets ($) | $472,904,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000 | 244 |
| 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 | $141,045,000 | 9 |
| Number of Managed Accounts | $32,470,000 | 12 |
| Number of Non-Managed Accounts | $108,575,000 | 6 |
| Total fiduciary and related assets | $745,025,000 | 226 |
| Managed Assets ($) | $436,207,000 | 256 |
| Non-managed Assets ($) | $308,818,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $955,000 | 250 |
| 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 | $135,389,000 | 9 |
| Number of Managed Accounts | $26,934,000 | 12 |
| Number of Non-Managed Accounts | $108,455,000 | 6 |
| Total fiduciary and related assets | $763,052,000 | 224 |
| Managed Assets ($) | $455,107,000 | 252 |
| Non-managed Assets ($) | $307,945,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,543,000 | 250 |
| 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 | $147,460,000 | 8 |
| Number of Managed Accounts | $27,780,000 | 12 |
| Number of Non-Managed Accounts | $119,680,000 | 6 |
| Total fiduciary and related assets | $704,252,000 | 233 |
| Managed Assets ($) | $398,710,000 | 267 |
| Non-managed Assets ($) | $305,542,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,556,000 | 257 |
| 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 | $146,388,000 | 8 |
| Number of Managed Accounts | $27,233,000 | 12 |
| Number of Non-Managed Accounts | $119,155,000 | 6 |
| Total fiduciary and related assets | $642,523,000 | 238 |
| Managed Assets ($) | $343,375,000 | 288 |
| Non-managed Assets ($) | $299,148,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 261 |
| 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 | $142,967,000 | 8 |
| Number of Managed Accounts | $26,695,000 | 12 |
| Number of Non-Managed Accounts | $116,272,000 | 6 |
| Total fiduciary and related assets | $597,591,000 | 249 |
| Managed Assets ($) | $300,131,000 | 307 |
| Non-managed Assets ($) | $297,460,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 271 |
| 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 | $134,896,000 | 9 |
| Number of Managed Accounts | $25,973,000 | 12 |
| Number of Non-Managed Accounts | $108,923,000 | 6 |
| Total fiduciary and related assets | $583,106,000 | 247 |
| Managed Assets ($) | $292,483,000 | 303 |
| Non-managed Assets ($) | $290,623,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,858,000 | 271 |
| 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 | $133,378,000 | 8 |
| Number of Managed Accounts | $28,367,000 | 12 |
| Number of Non-Managed Accounts | $105,011,000 | 6 |
| Total fiduciary and related assets | $575,392,000 | 253 |
| Managed Assets ($) | $298,731,000 | 298 |
| Non-managed Assets ($) | $276,661,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,104,000 | 274 |
| 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 | $131,155,000 | 8 |
| Number of Managed Accounts | $27,786,000 | 12 |
| Number of Non-Managed Accounts | $103,369,000 | 6 |
| Total fiduciary and related assets | $551,317,000 | 258 |
| Managed Assets ($) | $287,399,000 | 305 |
| Non-managed Assets ($) | $263,918,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 277 |
| 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 | $127,521,000 | 9 |
| Number of Managed Accounts | $20,938,000 | 14 |
| Number of Non-Managed Accounts | $106,583,000 | 6 |
| Total fiduciary and related assets | $522,950,000 | 260 |
| Managed Assets ($) | $131,042,000 | 371 |
| Non-managed Assets ($) | $391,908,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 294 |
| 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 | $127,963,000 | 9 |
| Number of Managed Accounts | $20,959,000 | 14 |
| Number of Non-Managed Accounts | $107,004,000 | 6 |
| Total fiduciary and related assets | $428,410,000 | 291 |
| Managed Assets ($) | $25,256,000 | 750 |
| Non-managed Assets ($) | $403,154,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,692,000 | 287 |
| 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 | $125,865,000 | 9 |
| Number of Managed Accounts | $21,534,000 | 14 |
| Number of Non-Managed Accounts | $104,331,000 | 6 |
| Total fiduciary and related assets | $467,024,000 | 273 |
| Managed Assets ($) | $25,538,000 | 390 |
| Non-managed Assets ($) | $441,486,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,038,000 | 284 |
| 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 | $125,817,000 | 9 |
| Number of Managed Accounts | $21,993,000 | 15 |
| Number of Non-Managed Accounts | $103,824,000 | 5 |
| Total fiduciary and related assets | $544,569,000 | 264 |
| Managed Assets ($) | $29,342,000 | 394 |
| Non-managed Assets ($) | $515,227,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,336,000 | 289 |
| 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 | $130,644,000 | 9 |
| Number of Managed Accounts | $21,817,000 | 15 |
| Number of Non-Managed Accounts | $108,827,000 | 6 |
| Total fiduciary and related assets | $534,757,000 | 268 |
| Managed Assets ($) | $27,089,000 | 392 |
| Non-managed Assets ($) | $507,668,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 296 |
| 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 | $125,021,000 | 9 |
| Number of Managed Accounts | $10,470,000 | 24 |
| Number of Non-Managed Accounts | $114,551,000 | 6 |
| Total fiduciary and related assets | $531,690,000 | 269 |
| Managed Assets ($) | $18,798,000 | 815 |
| Non-managed Assets ($) | $512,892,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,548,000 | 296 |
| 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 | $130,297,000 | 8 |
| Number of Managed Accounts | $10,230,000 | 25 |
| Number of Non-Managed Accounts | $120,067,000 | 6 |
| Total fiduciary and related assets | $498,643,000 | 273 |
| Managed Assets ($) | $18,797,000 | 394 |
| Non-managed Assets ($) | $479,846,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,891,000 | 299 |
| 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 | $132,308,000 | 8 |
| Number of Managed Accounts | $10,230,000 | 24 |
| Number of Non-Managed Accounts | $122,078,000 | 6 |
| Total fiduciary and related assets | $509,831,000 | 268 |
| Managed Assets ($) | $18,464,000 | 394 |
| Non-managed Assets ($) | $491,367,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,274,000 | 294 |
| 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 | $131,418,000 | 9 |
| Number of Managed Accounts | $10,408,000 | 22 |
| Number of Non-Managed Accounts | $121,010,000 | 7 |
| Total fiduciary and related assets | $481,698,000 | 272 |
| Managed Assets ($) | $17,944,000 | 398 |
| Non-managed Assets ($) | $463,754,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 291 |
| 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 | $130,306,000 | 9 |
| Number of Managed Accounts | $10,289,000 | 22 |
| Number of Non-Managed Accounts | $120,017,000 | 7 |
| Total fiduciary and related assets | $404,712,000 | 301 |
| Managed Assets ($) | $17,031,000 | 838 |
| Non-managed Assets ($) | $387,681,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,431,000 | 289 |
| 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 | $128,963,000 | 9 |
| Number of Managed Accounts | $8,638,000 | 29 |
| Number of Non-Managed Accounts | $120,325,000 | 7 |
| Total fiduciary and related assets | $418,177,000 | 289 |
| Managed Assets ($) | $15,784,000 | 377 |
| Non-managed Assets ($) | $402,393,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,809,000 | 287 |
| 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 | $129,048,000 | 9 |
| Number of Managed Accounts | $8,534,000 | 27 |
| Number of Non-Managed Accounts | $120,514,000 | 7 |
| Total fiduciary and related assets | $382,701,000 | 298 |
| Managed Assets ($) | $15,556,000 | 379 |
| Non-managed Assets ($) | $367,145,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 295 |
| 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 | $130,651,000 | 9 |
| Number of Managed Accounts | $716,000 | 206 |
| Number of Non-Managed Accounts | $129,935,000 | 6 |
| Total fiduciary and related assets | $353,508,000 | 306 |
| Managed Assets ($) | $1,737,000 | 392 |
| Non-managed Assets ($) | $351,771,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $574,000 | 296 |
| 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 | $131,864,000 | 8 |
| Number of Managed Accounts | $590,000 | 250 |
| Number of Non-Managed Accounts | $131,274,000 | 6 |
| Total fiduciary and related assets | $348,978,000 | 302 |
| Managed Assets ($) | $1,672,000 | 1,142 |
| Non-managed Assets ($) | $347,306,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,155,000 | 299 |
| 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 | $128,583,000 | 8 |
| Number of Managed Accounts | $718,000 | 203 |
| Number of Non-Managed Accounts | $127,865,000 | 6 |
| Total fiduciary and related assets | $318,739,000 | 317 |
| Managed Assets ($) | $1,743,000 | 371 |
| Non-managed Assets ($) | $316,996,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,577,000 | 299 |
| 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 | $128,519,000 | 8 |
| Number of Managed Accounts | $3,161,000 | 51 |
| Number of Non-Managed Accounts | $125,358,000 | 5 |
| Total fiduciary and related assets | $309,669,000 | 316 |
| Managed Assets ($) | $20,310,000 | 358 |
| Non-managed Assets ($) | $289,359,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 302 |
| 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 | $126,376,000 | 8 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $126,376,000 | 5 |
| Total fiduciary and related assets | $304,211,000 | 318 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $304,211,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 299 |
| 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 | $125,557,000 | 7 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $125,557,000 | 5 |
| Total fiduciary and related assets | $296,444,000 | 317 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $296,444,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $124,273,000 | 7 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $124,273,000 | 5 |
| Total fiduciary and related assets | $289,187,000 | 309 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $289,187,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $124,199,000 | 7 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $124,199,000 | 5 |
| Total fiduciary and related assets | $290,128,000 | 325 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $290,128,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $137,308,000 | 7 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $137,308,000 | 5 |
| Total fiduciary and related assets | $284,704,000 | 332 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $284,704,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $137,652,000 | 7 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $137,652,000 | 5 |
| Total fiduciary and related assets | $256,050,000 | 351 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $256,050,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $179,108,000 | 7 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $179,108,000 | 4 |
| Total fiduciary and related assets | $250,028,000 | 332 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $250,028,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $178,708,000 | 7 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $178,708,000 | 4 |
| Total fiduciary and related assets | $229,552,000 | 336 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $229,552,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $172,115,000 | 6 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $172,115,000 | 4 |
| Total fiduciary and related assets | $228,353,000 | 349 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $228,353,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $170,554,000 | 6 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $170,554,000 | 5 |
| Total fiduciary and related assets | $225,190,000 | 372 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $225,190,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $174,343,000 | 6 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $174,343,000 | 6 |
| Total fiduciary and related assets | $220,761,000 | 335 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $220,761,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $178,231,000 | 6 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $178,231,000 | 6 |
| Total fiduciary and related assets | $223,002,000 | 334 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $223,002,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $175,024,000 | 5 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $175,024,000 | 5 |
| Total fiduciary and related assets | $209,518,000 | 336 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $209,518,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $165,919,000 | 7 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $165,919,000 | 6 |
| Total fiduciary and related assets | $210,335,000 | 375 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $210,335,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $187,223,000 | 6 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $187,223,000 | 6 |
| Total fiduciary and related assets | $223,833,000 | 358 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $223,833,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $188,131,000 | 6 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $188,131,000 | 6 |
| Total fiduciary and related assets | $226,939,000 | 369 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $226,939,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $182,486,000 | 5 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $182,486,000 | 5 |
| Total fiduciary and related assets | $226,220,000 | 384 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $226,220,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $179,807,000 | 7 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $179,807,000 | 6 |
| Total fiduciary and related assets | $223,609,000 | 411 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $223,609,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $176,483,000 | 7 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $176,483,000 | 6 |
| Total fiduciary and related assets | $222,733,000 | 363 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $222,733,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $168,962,000 | 7 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $168,962,000 | 6 |
| Total fiduciary and related assets | $219,003,000 | 373 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $219,003,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $164,174,000 | 8 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $164,174,000 | 6 |
| Total fiduciary and related assets | $216,198,000 | 374 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $216,198,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $161,561,000 | 8 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $161,561,000 | 5 |
| Total fiduciary and related assets | $214,116,000 | 410 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $214,116,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $155,253,000 | 8 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $155,253,000 | 5 |
| Total fiduciary and related assets | $210,582,000 | 363 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $210,582,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $148,790,000 | 8 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $148,790,000 | 5 |
| Total fiduciary and related assets | $201,449,000 | 369 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $201,449,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $144,324,000 | 7 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $144,324,000 | 5 |
| Total fiduciary and related assets | $193,163,000 | 376 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $193,163,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $144,533,000 | 7 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $144,533,000 | 5 |
| Total fiduciary and related assets | $190,229,000 | 428 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $190,229,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $138,391,000 | 7 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $138,391,000 | 5 |
| Total fiduciary and related assets | $188,928,000 | 366 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $188,928,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $134,049,000 | 8 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $134,049,000 | 7 |
| Total fiduciary and related assets | $182,163,000 | 380 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $182,163,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $124,677,000 | 8 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $124,677,000 | 7 |
| Total fiduciary and related assets | $177,845,000 | 380 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $177,845,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $125,647,000 | 8 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $125,647,000 | 7 |
| Total fiduciary and related assets | $173,147,000 | 442 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $173,147,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $120,733,000 | 8 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $120,733,000 | 7 |
| Total fiduciary and related assets | $188,574,000 | 371 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $188,574,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $114,098,000 | 8 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $114,098,000 | 7 |
| Total fiduciary and related assets | $181,898,000 | 379 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $181,898,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $107,045,000 | 9 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $107,045,000 | 7 |
| Total fiduciary and related assets | $180,201,000 | 386 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $180,201,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $84,950,000 | 10 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $84,950,000 | 8 |
| Total fiduciary and related assets | $156,061,000 | 462 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $156,061,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $81,308,000 | 10 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $81,308,000 | 8 |
| Total fiduciary and related assets | $145,764,000 | 393 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $145,764,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $69,879,000 | 11 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $69,879,000 | 9 |
| Total fiduciary and related assets | $139,932,000 | 394 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $139,932,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $41,577,000 | 18 |
| Number of Managed Accounts | $41,577,000 | 7 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $132,942,000 | 405 |
| Managed Assets ($) | $132,942,000 | 356 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $38,682,000 | 18 |
| Number of Managed Accounts | $38,682,000 | 7 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $130,595,000 | 505 |
| Managed Assets ($) | $130,595,000 | 416 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |