Home > Commerce Bank & Trust > Fiduciary and Related Services
Commerce 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 | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $0 | 1,071 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,085 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,097 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,072 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 892 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 994 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,101 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 957 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,108 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,114 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 922 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,117 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,102 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $0 | 1,099 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,030 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,133 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,142 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 970 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,146 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 941 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,148 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,133 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $0 | 1,131 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,051 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,167 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,014 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,176 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,004 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,187 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 972 |
| 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 | $194,000 | 565 |
| Number of Managed Accounts | $182,000 | 496 |
| Number of Non-Managed Accounts | $12,000 | 654 |
| Total fiduciary and related assets | $458,368,000 | 287 |
| Managed Assets ($) | $367,863,000 | 275 |
| Non-managed Assets ($) | $90,505,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,381,000 | 263 |
| 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 | $192,000 | 384 |
| Number of Managed Accounts | $180,000 | 358 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $479,649,000 | 290 |
| Managed Assets ($) | $385,498,000 | 277 |
| Non-managed Assets ($) | $94,151,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,522,000 | 264 |
| 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 | $187,000 | 387 |
| Number of Managed Accounts | $175,000 | 365 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $470,964,000 | 292 |
| Managed Assets ($) | $377,123,000 | 279 |
| Non-managed Assets ($) | $93,841,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,657,000 | 269 |
| 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 | $184,000 | 391 |
| Number of Managed Accounts | $172,000 | 365 |
| Number of Non-Managed Accounts | $12,000 | 348 |
| Total fiduciary and related assets | $447,804,000 | 301 |
| Managed Assets ($) | $355,744,000 | 288 |
| Non-managed Assets ($) | $92,060,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 274 |
| 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 | $184,000 | 588 |
| Number of Managed Accounts | $172,000 | 514 |
| Number of Non-Managed Accounts | $12,000 | 673 |
| Total fiduciary and related assets | $436,125,000 | 305 |
| Managed Assets ($) | $350,308,000 | 295 |
| Non-managed Assets ($) | $85,817,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,191,000 | 268 |
| 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 | $185,000 | 383 |
| Number of Managed Accounts | $173,000 | 359 |
| Number of Non-Managed Accounts | $12,000 | 336 |
| Total fiduciary and related assets | $426,846,000 | 306 |
| Managed Assets ($) | $350,579,000 | 290 |
| Non-managed Assets ($) | $76,267,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,332,000 | 270 |
| 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 | $183,000 | 385 |
| Number of Managed Accounts | $171,000 | 363 |
| Number of Non-Managed Accounts | $12,000 | 339 |
| Total fiduciary and related assets | $425,652,000 | 301 |
| Managed Assets ($) | $347,253,000 | 286 |
| Non-managed Assets ($) | $78,399,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 272 |
| 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 | $184,000 | 388 |
| Number of Managed Accounts | $172,000 | 365 |
| Number of Non-Managed Accounts | $12,000 | 341 |
| Total fiduciary and related assets | $428,762,000 | 303 |
| Managed Assets ($) | $351,788,000 | 285 |
| Non-managed Assets ($) | $76,974,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $764,000 | 274 |
| 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 | $183,000 | 593 |
| Number of Managed Accounts | $171,000 | 515 |
| Number of Non-Managed Accounts | $12,000 | 696 |
| Total fiduciary and related assets | $417,139,000 | 299 |
| Managed Assets ($) | $339,215,000 | 286 |
| Non-managed Assets ($) | $77,924,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,884,000 | 269 |
| 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 | $184,000 | 391 |
| Number of Managed Accounts | $172,000 | 368 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $418,401,000 | 294 |
| Managed Assets ($) | $347,321,000 | 278 |
| Non-managed Assets ($) | $71,080,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,097,000 | 275 |
| 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 | $185,000 | 391 |
| Number of Managed Accounts | $173,000 | 369 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $407,053,000 | 301 |
| Managed Assets ($) | $337,080,000 | 286 |
| Non-managed Assets ($) | $69,973,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,390,000 | 275 |
| 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 | $181,000 | 391 |
| Number of Managed Accounts | $168,000 | 370 |
| Number of Non-Managed Accounts | $13,000 | 347 |
| Total fiduciary and related assets | $420,388,000 | 293 |
| Managed Assets ($) | $342,656,000 | 279 |
| Non-managed Assets ($) | $77,732,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 278 |
| 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 | $181,000 | 617 |
| Number of Managed Accounts | $168,000 | 532 |
| Number of Non-Managed Accounts | $13,000 | 715 |
| Total fiduciary and related assets | $389,209,000 | 307 |
| Managed Assets ($) | $314,318,000 | 294 |
| Non-managed Assets ($) | $74,891,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,509,000 | 296 |
| 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 | $177,000 | 391 |
| Number of Managed Accounts | $165,000 | 370 |
| Number of Non-Managed Accounts | $12,000 | 350 |
| Total fiduciary and related assets | $404,176,000 | 298 |
| Managed Assets ($) | $333,223,000 | 282 |
| Non-managed Assets ($) | $70,953,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,867,000 | 298 |
| 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 | $176,000 | 394 |
| Number of Managed Accounts | $164,000 | 373 |
| Number of Non-Managed Accounts | $12,000 | 355 |
| Total fiduciary and related assets | $414,280,000 | 305 |
| Managed Assets ($) | $334,908,000 | 288 |
| Non-managed Assets ($) | $79,372,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 300 |
| 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 | $163,000 | 396 |
| Number of Managed Accounts | $151,000 | 373 |
| Number of Non-Managed Accounts | $12,000 | 357 |
| Total fiduciary and related assets | $369,182,000 | 325 |
| Managed Assets ($) | $309,698,000 | 299 |
| Non-managed Assets ($) | $59,484,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 302 |
| 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 | $162,000 | 656 |
| Number of Managed Accounts | $150,000 | 558 |
| Number of Non-Managed Accounts | $12,000 | 777 |
| Total fiduciary and related assets | $345,538,000 | 335 |
| Managed Assets ($) | $288,626,000 | 311 |
| Non-managed Assets ($) | $56,912,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,437,000 | 301 |
| 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 | $156,000 | 397 |
| Number of Managed Accounts | $145,000 | 374 |
| Number of Non-Managed Accounts | $11,000 | 359 |
| Total fiduciary and related assets | $347,522,000 | 333 |
| Managed Assets ($) | $290,959,000 | 306 |
| Non-managed Assets ($) | $56,563,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,793,000 | 306 |
| 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 | $154,000 | 397 |
| Number of Managed Accounts | $143,000 | 375 |
| Number of Non-Managed Accounts | $11,000 | 358 |
| Total fiduciary and related assets | $350,174,000 | 334 |
| Managed Assets ($) | $291,924,000 | 304 |
| Non-managed Assets ($) | $58,250,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 306 |
| 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 | $154,000 | 400 |
| Number of Managed Accounts | $146,000 | 377 |
| Number of Non-Managed Accounts | $8,000 | 368 |
| Total fiduciary and related assets | $353,943,000 | 325 |
| Managed Assets ($) | $306,978,000 | 299 |
| Non-managed Assets ($) | $46,965,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 310 |
| 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 | $149,000 | 678 |
| Number of Managed Accounts | $144,000 | 567 |
| Number of Non-Managed Accounts | $5,000 | 912 |
| Total fiduciary and related assets | $337,836,000 | 333 |
| Managed Assets ($) | $326,560,000 | 288 |
| Non-managed Assets ($) | $11,276,000 | 590 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000 | 297 |
| 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 | $146,000 | 381 |
| Number of Managed Accounts | $144,000 | 356 |
| Number of Non-Managed Accounts | $2,000 | 376 |
| Total fiduciary and related assets | $294,795,000 | 344 |
| Managed Assets ($) | $291,530,000 | 293 |
| Non-managed Assets ($) | $3,265,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,733,000 | 297 |
| 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 | $140,000 | 383 |
| Number of Managed Accounts | $140,000 | 360 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $281,025,000 | 348 |
| Managed Assets ($) | $281,025,000 | 291 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,167,000 | 296 |
| 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 | $139,000 | 386 |
| Number of Managed Accounts | $139,000 | 362 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $305,150,000 | 335 |
| Managed Assets ($) | $305,150,000 | 282 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,000 | 294 |
| 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 | $101,000 | 781 |
| Number of Managed Accounts | $101,000 | 655 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $255,954,000 | 367 |
| Managed Assets ($) | $255,954,000 | 297 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,267,000 | 292 |
| 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 | $95,000 | 371 |
| Number of Managed Accounts | $95,000 | 354 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $282,779,000 | 337 |
| Managed Assets ($) | $282,779,000 | 282 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,703,000 | 287 |
| 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 | $95,000 | 372 |
| Number of Managed Accounts | $95,000 | 353 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $280,209,000 | 332 |
| Managed Assets ($) | $280,209,000 | 276 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 288 |
| 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 | $93,000 | 372 |
| Number of Managed Accounts | $93,000 | 350 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $285,714,000 | 333 |
| Managed Assets ($) | $285,714,000 | 276 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $544,000 | 298 |
| 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 | $94,000 | 811 |
| Number of Managed Accounts | $93,000 | 675 |
| Number of Non-Managed Accounts | $1,000 | 1,106 |
| Total fiduciary and related assets | $265,717,000 | 344 |
| Managed Assets ($) | $264,717,000 | 280 |
| Non-managed Assets ($) | $1,000,000 | 930 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,225,000 | 250 |
| 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 | $97,000 | 383 |
| Number of Managed Accounts | $96,000 | 356 |
| Number of Non-Managed Accounts | $1,000 | 389 |
| Total fiduciary and related assets | $280,550,000 | 314 |
| Managed Assets ($) | $279,550,000 | 266 |
| Non-managed Assets ($) | $1,000,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $874,000 | 363 |
| 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 | $96,000 | 390 |
| Number of Managed Accounts | $95,000 | 363 |
| Number of Non-Managed Accounts | $1,000 | 394 |
| Total fiduciary and related assets | $288,445,000 | 330 |
| Managed Assets ($) | $287,445,000 | 268 |
| Non-managed Assets ($) | $1,000,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $582,000 | 369 |
| 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 | $88,000 | 392 |
| Number of Managed Accounts | $87,000 | 367 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $286,328,000 | 328 |
| Managed Assets ($) | $285,328,000 | 270 |
| Non-managed Assets ($) | $1,000,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $289,000 | 375 |
| 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 | $85,000 | 864 |
| Number of Managed Accounts | $85,000 | 716 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $263,713,000 | 344 |
| Managed Assets ($) | $263,713,000 | 284 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,092,000 | 378 |
| 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 | $77,000 | 379 |
| Number of Managed Accounts | $77,000 | 355 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $266,397,000 | 324 |
| Managed Assets ($) | $266,397,000 | 270 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 381 |
| 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 | $76,000 | 381 |
| Number of Managed Accounts | $76,000 | 354 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $263,738,000 | 323 |
| Managed Assets ($) | $263,738,000 | 265 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 379 |
| 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 | $77,000 | 389 |
| Number of Managed Accounts | $77,000 | 356 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $280,862,000 | 324 |
| Managed Assets ($) | $280,862,000 | 266 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 387 |
| 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 | $75,000 | 919 |
| Number of Managed Accounts | $75,000 | 761 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $220,542,000 | 375 |
| Managed Assets ($) | $220,542,000 | 301 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 364 |
| 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 | $74,000 | 380 |
| Number of Managed Accounts | $74,000 | 350 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $226,805,000 | 331 |
| Managed Assets ($) | $226,805,000 | 282 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $854,000 | 353 |
| 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 | $61,000 | 392 |
| Number of Managed Accounts | $61,000 | 363 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $215,170,000 | 339 |
| Managed Assets ($) | $215,170,000 | 286 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $622,000 | 339 |
| 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 | $60,000 | 393 |
| Number of Managed Accounts | $60,000 | 364 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $225,476,000 | 329 |
| Managed Assets ($) | $225,476,000 | 275 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 321 |
| 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 | $58,000 | 1,019 |
| Number of Managed Accounts | $58,000 | 854 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $206,443,000 | 379 |
| Managed Assets ($) | $206,443,000 | 304 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,406,000 | 333 |
| 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 | $55,000 | 423 |
| Number of Managed Accounts | $55,000 | 394 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $231,614,000 | 356 |
| Managed Assets ($) | $231,614,000 | 295 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 332 |
| 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 | $55,000 | 430 |
| Number of Managed Accounts | $55,000 | 397 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $238,677,000 | 359 |
| Managed Assets ($) | $238,677,000 | 300 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 337 |
| 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 | $46,000 | 437 |
| Number of Managed Accounts | $46,000 | 406 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $240,738,000 | 372 |
| Managed Assets ($) | $240,738,000 | 309 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,000 | 373 |
| 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 | $46,000 | 1,098 |
| Number of Managed Accounts | $46,000 | 923 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $169,461,000 | 476 |
| Managed Assets ($) | $169,461,000 | 389 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 447 |
| 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 | $42,000 | 419 |
| Number of Managed Accounts | $42,000 | 390 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $162,779,000 | 377 |
| Managed Assets ($) | $162,779,000 | 341 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 477 |
| 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 | $31,000 | 427 |
| Number of Managed Accounts | $31,000 | 398 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $160,426,000 | 385 |
| Managed Assets ($) | $160,426,000 | 347 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 522 |
| 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 | $31,000 | 429 |
| Number of Managed Accounts | $31,000 | 401 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $168,103,000 | 385 |
| Managed Assets ($) | $168,103,000 | 348 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 542 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 591 |
| 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 | $336,000 | 604 |
| 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 | $184,000 | 658 |
| 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 | $54,000 | 792 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| 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 | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| 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 | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| 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 | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| 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 | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| 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 | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| 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 | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |