Home > Cornerstone National Bank & Trust Company > Fiduciary and Related Services
Cornerstone National Bank & Trust Company, 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 | $673,000 | 309 |
| Number of Managed Accounts | $548,000 | 305 |
| Number of Non-Managed Accounts | $125,000 | 229 |
| Total fiduciary and related assets | $785,267,000 | 283 |
| Managed Assets ($) | $586,030,000 | 283 |
| Non-managed Assets ($) | $199,237,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,580,000 | 313 |
| 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 | $680,000 | 268 |
| Number of Managed Accounts | $554,000 | 256 |
| Number of Non-Managed Accounts | $126,000 | 174 |
| Total fiduciary and related assets | $745,002,000 | 268 |
| Managed Assets ($) | $564,152,000 | 266 |
| Non-managed Assets ($) | $180,850,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,716,000 | 305 |
| 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 | $681,000 | 296 |
| Number of Managed Accounts | $553,000 | 288 |
| Number of Non-Managed Accounts | $128,000 | 186 |
| Total fiduciary and related assets | $739,440,000 | 277 |
| Managed Assets ($) | $548,995,000 | 282 |
| Non-managed Assets ($) | $190,445,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,836,000 | 296 |
| 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 | $684,000 | 277 |
| Number of Managed Accounts | $559,000 | 265 |
| Number of Non-Managed Accounts | $125,000 | 178 |
| Total fiduciary and related assets | $735,726,000 | 273 |
| Managed Assets ($) | $550,400,000 | 270 |
| Non-managed Assets ($) | $185,326,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 308 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $677,000 | 317 |
| Number of Managed Accounts | $551,000 | 305 |
| Number of Non-Managed Accounts | $126,000 | 235 |
| Total fiduciary and related assets | $709,378,000 | 290 |
| Managed Assets ($) | $524,518,000 | 293 |
| Non-managed Assets ($) | $184,860,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,510,000 | 315 |
| 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 | $679,000 | 282 |
| Number of Managed Accounts | $553,000 | 273 |
| Number of Non-Managed Accounts | $126,000 | 184 |
| Total fiduciary and related assets | $682,537,000 | 282 |
| Managed Assets ($) | $501,339,000 | 280 |
| Non-managed Assets ($) | $181,198,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,709,000 | 313 |
| 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 | $681,000 | 271 |
| Number of Managed Accounts | $555,000 | 267 |
| Number of Non-Managed Accounts | $126,000 | 175 |
| Total fiduciary and related assets | $707,018,000 | 251 |
| Managed Assets ($) | $517,613,000 | 256 |
| Non-managed Assets ($) | $189,405,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 277 |
| 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 | $689,000 | 248 |
| Number of Managed Accounts | $556,000 | 247 |
| Number of Non-Managed Accounts | $133,000 | 164 |
| Total fiduciary and related assets | $779,572,000 | 238 |
| Managed Assets ($) | $559,331,000 | 246 |
| Non-managed Assets ($) | $220,241,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 281 |
| 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 | $691,000 | 278 |
| Number of Managed Accounts | $553,000 | 279 |
| Number of Non-Managed Accounts | $138,000 | 202 |
| Total fiduciary and related assets | $779,843,000 | 253 |
| Managed Assets ($) | $560,027,000 | 264 |
| Non-managed Assets ($) | $219,816,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,500,000 | 283 |
| 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 | $687,000 | 251 |
| Number of Managed Accounts | $549,000 | 249 |
| Number of Non-Managed Accounts | $138,000 | 157 |
| Total fiduciary and related assets | $758,372,000 | 241 |
| Managed Assets ($) | $548,662,000 | 248 |
| Non-managed Assets ($) | $209,710,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,582,000 | 284 |
| 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 | $675,000 | 271 |
| Number of Managed Accounts | $536,000 | 272 |
| Number of Non-Managed Accounts | $139,000 | 162 |
| Total fiduciary and related assets | $754,186,000 | 251 |
| Managed Assets ($) | $540,922,000 | 260 |
| Non-managed Assets ($) | $213,264,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,669,000 | 288 |
| 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 | $669,000 | 253 |
| Number of Managed Accounts | $523,000 | 254 |
| Number of Non-Managed Accounts | $146,000 | 152 |
| Total fiduciary and related assets | $715,417,000 | 244 |
| Managed Assets ($) | $518,055,000 | 250 |
| Non-managed Assets ($) | $197,362,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 287 |
| 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 | $673,000 | 282 |
| Number of Managed Accounts | $522,000 | 279 |
| Number of Non-Managed Accounts | $151,000 | 194 |
| Total fiduciary and related assets | $682,489,000 | 258 |
| Managed Assets ($) | $498,062,000 | 266 |
| Non-managed Assets ($) | $184,427,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,029,000 | 286 |
| 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 | $669,000 | 252 |
| Number of Managed Accounts | $518,000 | 252 |
| Number of Non-Managed Accounts | $151,000 | 153 |
| Total fiduciary and related assets | $626,521,000 | 245 |
| Managed Assets ($) | $463,377,000 | 247 |
| Non-managed Assets ($) | $163,144,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,218,000 | 286 |
| 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 | $664,000 | 271 |
| Number of Managed Accounts | $511,000 | 272 |
| Number of Non-Managed Accounts | $153,000 | 161 |
| Total fiduciary and related assets | $613,000,000 | 261 |
| Managed Assets ($) | $459,934,000 | 261 |
| Non-managed Assets ($) | $153,066,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,462,000 | 291 |
| 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 | $658,000 | 253 |
| Number of Managed Accounts | $503,000 | 254 |
| Number of Non-Managed Accounts | $155,000 | 159 |
| Total fiduciary and related assets | $578,550,000 | 246 |
| Managed Assets ($) | $432,716,000 | 241 |
| Non-managed Assets ($) | $145,834,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $745,000 | 284 |
| 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 | $650,000 | 288 |
| Number of Managed Accounts | $494,000 | 285 |
| Number of Non-Managed Accounts | $156,000 | 203 |
| Total fiduciary and related assets | $653,168,000 | 257 |
| Managed Assets ($) | $471,491,000 | 261 |
| Non-managed Assets ($) | $181,677,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,883,000 | 287 |
| 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 | $651,000 | 255 |
| Number of Managed Accounts | $500,000 | 255 |
| Number of Non-Managed Accounts | $151,000 | 159 |
| Total fiduciary and related assets | $626,841,000 | 251 |
| Managed Assets ($) | $456,849,000 | 247 |
| Non-managed Assets ($) | $169,992,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,140,000 | 287 |
| 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 | $637,000 | 271 |
| Number of Managed Accounts | $497,000 | 272 |
| Number of Non-Managed Accounts | $140,000 | 168 |
| Total fiduciary and related assets | $623,477,000 | 254 |
| Managed Assets ($) | $451,838,000 | 258 |
| Non-managed Assets ($) | $171,639,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 292 |
| 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 | $653,000 | 272 |
| Number of Managed Accounts | $493,000 | 276 |
| Number of Non-Managed Accounts | $160,000 | 161 |
| Total fiduciary and related assets | $608,935,000 | 256 |
| Managed Assets ($) | $443,417,000 | 252 |
| Non-managed Assets ($) | $165,518,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 298 |
| 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 | $647,000 | 291 |
| Number of Managed Accounts | $486,000 | 292 |
| Number of Non-Managed Accounts | $161,000 | 201 |
| Total fiduciary and related assets | $570,045,000 | 259 |
| Managed Assets ($) | $418,247,000 | 253 |
| Non-managed Assets ($) | $151,798,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,729,000 | 293 |
| 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 | $650,000 | 271 |
| Number of Managed Accounts | $493,000 | 273 |
| Number of Non-Managed Accounts | $157,000 | 161 |
| Total fiduciary and related assets | $614,112,000 | 258 |
| Managed Assets ($) | $439,314,000 | 257 |
| Non-managed Assets ($) | $174,798,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 292 |
| 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 | $653,000 | 273 |
| Number of Managed Accounts | $492,000 | 277 |
| Number of Non-Managed Accounts | $161,000 | 163 |
| Total fiduciary and related assets | $605,698,000 | 258 |
| Managed Assets ($) | $437,215,000 | 258 |
| Non-managed Assets ($) | $168,483,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 294 |
| 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 | $650,000 | 276 |
| Number of Managed Accounts | $492,000 | 276 |
| Number of Non-Managed Accounts | $158,000 | 166 |
| Total fiduciary and related assets | $605,858,000 | 256 |
| Managed Assets ($) | $437,306,000 | 254 |
| Non-managed Assets ($) | $168,552,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 306 |
| 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 | $638,000 | 298 |
| Number of Managed Accounts | $484,000 | 295 |
| Number of Non-Managed Accounts | $154,000 | 214 |
| Total fiduciary and related assets | $612,228,000 | 254 |
| Managed Assets ($) | $439,357,000 | 260 |
| Non-managed Assets ($) | $172,871,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,335,000 | 314 |
| 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 | $629,000 | 274 |
| Number of Managed Accounts | $477,000 | 274 |
| Number of Non-Managed Accounts | $152,000 | 168 |
| Total fiduciary and related assets | $601,265,000 | 253 |
| Managed Assets ($) | $433,492,000 | 257 |
| Non-managed Assets ($) | $167,773,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 314 |
| 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 | $629,000 | 277 |
| Number of Managed Accounts | $476,000 | 276 |
| Number of Non-Managed Accounts | $153,000 | 169 |
| Total fiduciary and related assets | $588,783,000 | 253 |
| Managed Assets ($) | $423,771,000 | 257 |
| Non-managed Assets ($) | $165,012,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 316 |
| 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 | $625,000 | 277 |
| Number of Managed Accounts | $473,000 | 276 |
| Number of Non-Managed Accounts | $152,000 | 166 |
| Total fiduciary and related assets | $579,360,000 | 255 |
| Managed Assets ($) | $414,344,000 | 263 |
| Non-managed Assets ($) | $165,016,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 321 |
| 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 | $626,000 | 300 |
| Number of Managed Accounts | $476,000 | 291 |
| Number of Non-Managed Accounts | $150,000 | 219 |
| Total fiduciary and related assets | $564,220,000 | 251 |
| Managed Assets ($) | $406,868,000 | 260 |
| Non-managed Assets ($) | $157,352,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,171,000 | 318 |
| 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 | $617,000 | 283 |
| Number of Managed Accounts | $470,000 | 276 |
| Number of Non-Managed Accounts | $147,000 | 170 |
| Total fiduciary and related assets | $564,626,000 | 255 |
| Managed Assets ($) | $413,389,000 | 253 |
| Non-managed Assets ($) | $151,237,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,614,000 | 320 |
| 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 | $611,000 | 283 |
| Number of Managed Accounts | $466,000 | 278 |
| Number of Non-Managed Accounts | $145,000 | 176 |
| Total fiduciary and related assets | $557,643,000 | 257 |
| Managed Assets ($) | $407,374,000 | 256 |
| Non-managed Assets ($) | $150,269,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,096,000 | 319 |
| 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 | $599,000 | 284 |
| Number of Managed Accounts | $452,000 | 280 |
| Number of Non-Managed Accounts | $147,000 | 174 |
| Total fiduciary and related assets | $519,405,000 | 262 |
| Managed Assets ($) | $370,238,000 | 263 |
| Non-managed Assets ($) | $149,167,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 319 |
| 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 | $592,000 | 307 |
| Number of Managed Accounts | $442,000 | 298 |
| Number of Non-Managed Accounts | $150,000 | 228 |
| Total fiduciary and related assets | $512,732,000 | 262 |
| Managed Assets ($) | $370,591,000 | 265 |
| Non-managed Assets ($) | $142,141,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,319,000 | 310 |
| 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 | $544,000 | 300 |
| Number of Managed Accounts | $425,000 | 286 |
| Number of Non-Managed Accounts | $119,000 | 187 |
| Total fiduciary and related assets | $503,047,000 | 263 |
| Managed Assets ($) | $350,048,000 | 269 |
| Non-managed Assets ($) | $152,999,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 306 |
| 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 | $525,000 | 306 |
| Number of Managed Accounts | $418,000 | 290 |
| Number of Non-Managed Accounts | $107,000 | 192 |
| Total fiduciary and related assets | $395,466,000 | 315 |
| Managed Assets ($) | $360,147,000 | 275 |
| Non-managed Assets ($) | $35,319,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 294 |
| 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 | $516,000 | 306 |
| Number of Managed Accounts | $410,000 | 291 |
| Number of Non-Managed Accounts | $106,000 | 190 |
| Total fiduciary and related assets | $398,127,000 | 312 |
| Managed Assets ($) | $362,816,000 | 275 |
| Non-managed Assets ($) | $35,311,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $602,000 | 306 |
| 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 | $516,000 | 343 |
| Number of Managed Accounts | $407,000 | 315 |
| Number of Non-Managed Accounts | $109,000 | 273 |
| Total fiduciary and related assets | $393,371,000 | 313 |
| Managed Assets ($) | $360,499,000 | 277 |
| Non-managed Assets ($) | $32,872,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,286,000 | 256 |
| 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 | $517,000 | 308 |
| Number of Managed Accounts | $409,000 | 293 |
| Number of Non-Managed Accounts | $108,000 | 191 |
| Total fiduciary and related assets | $386,250,000 | 313 |
| Managed Assets ($) | $353,769,000 | 278 |
| Non-managed Assets ($) | $32,481,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,779,000 | 237 |
| 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 | $532,000 | 307 |
| Number of Managed Accounts | $419,000 | 291 |
| Number of Non-Managed Accounts | $113,000 | 189 |
| Total fiduciary and related assets | $386,153,000 | 314 |
| Managed Assets ($) | $353,262,000 | 279 |
| Non-managed Assets ($) | $32,891,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,933,000 | 235 |
| 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 | $533,000 | 307 |
| Number of Managed Accounts | $421,000 | 292 |
| Number of Non-Managed Accounts | $112,000 | 196 |
| Total fiduciary and related assets | $387,071,000 | 306 |
| Managed Assets ($) | $352,501,000 | 274 |
| Non-managed Assets ($) | $34,570,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 253 |
| 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 | $530,000 | 344 |
| Number of Managed Accounts | $419,000 | 311 |
| Number of Non-Managed Accounts | $111,000 | 291 |
| Total fiduciary and related assets | $390,729,000 | 305 |
| Managed Assets ($) | $351,237,000 | 272 |
| Non-managed Assets ($) | $39,492,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,379,000 | 294 |
| 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 | $521,000 | 304 |
| Number of Managed Accounts | $406,000 | 283 |
| Number of Non-Managed Accounts | $115,000 | 197 |
| Total fiduciary and related assets | $389,504,000 | 299 |
| Managed Assets ($) | $349,459,000 | 268 |
| Non-managed Assets ($) | $40,045,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,869,000 | 283 |
| 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 | $520,000 | 303 |
| Number of Managed Accounts | $406,000 | 283 |
| Number of Non-Managed Accounts | $114,000 | 199 |
| Total fiduciary and related assets | $382,037,000 | 299 |
| Managed Assets ($) | $345,695,000 | 261 |
| Non-managed Assets ($) | $36,342,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 282 |
| 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 | $507,000 | 308 |
| Number of Managed Accounts | $399,000 | 285 |
| Number of Non-Managed Accounts | $108,000 | 206 |
| Total fiduciary and related assets | $395,450,000 | 292 |
| Managed Assets ($) | $357,750,000 | 252 |
| Non-managed Assets ($) | $37,700,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $570,000 | 297 |
| 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 | $493,000 | 354 |
| Number of Managed Accounts | $388,000 | 328 |
| Number of Non-Managed Accounts | $105,000 | 311 |
| Total fiduciary and related assets | $391,313,000 | 287 |
| Managed Assets ($) | $355,423,000 | 249 |
| Non-managed Assets ($) | $35,890,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 314 |
| 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 | $486,000 | 305 |
| Number of Managed Accounts | $384,000 | 286 |
| Number of Non-Managed Accounts | $102,000 | 202 |
| Total fiduciary and related assets | $312,681,000 | 321 |
| Managed Assets ($) | $276,207,000 | 287 |
| Non-managed Assets ($) | $36,474,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 317 |
| 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 | $487,000 | 303 |
| Number of Managed Accounts | $384,000 | 283 |
| Number of Non-Managed Accounts | $103,000 | 202 |
| Total fiduciary and related assets | $314,419,000 | 315 |
| Managed Assets ($) | $280,128,000 | 277 |
| Non-managed Assets ($) | $34,291,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 320 |
| 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 | $474,000 | 306 |
| Number of Managed Accounts | $370,000 | 289 |
| Number of Non-Managed Accounts | $104,000 | 198 |
| Total fiduciary and related assets | $338,219,000 | 297 |
| Managed Assets ($) | $303,230,000 | 264 |
| Non-managed Assets ($) | $34,989,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 331 |
| 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 | $463,000 | 381 |
| Number of Managed Accounts | $362,000 | 346 |
| Number of Non-Managed Accounts | $101,000 | 318 |
| Total fiduciary and related assets | $286,309,000 | 324 |
| Managed Assets ($) | $253,848,000 | 287 |
| Non-managed Assets ($) | $32,461,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,518,000 | 320 |
| 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 | $456,000 | 308 |
| Number of Managed Accounts | $359,000 | 292 |
| Number of Non-Managed Accounts | $97,000 | 203 |
| Total fiduciary and related assets | $274,102,000 | 320 |
| Managed Assets ($) | $242,647,000 | 281 |
| Non-managed Assets ($) | $31,455,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 321 |
| 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 | $456,000 | 311 |
| Number of Managed Accounts | $354,000 | 293 |
| Number of Non-Managed Accounts | $102,000 | 204 |
| Total fiduciary and related assets | $289,159,000 | 329 |
| Managed Assets ($) | $256,157,000 | 285 |
| Non-managed Assets ($) | $33,002,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $734,000 | 328 |
| 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 | $454,000 | 316 |
| Number of Managed Accounts | $355,000 | 299 |
| Number of Non-Managed Accounts | $99,000 | 208 |
| Total fiduciary and related assets | $271,075,000 | 338 |
| Managed Assets ($) | $239,487,000 | 300 |
| Non-managed Assets ($) | $31,588,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 338 |
| 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 | $442,000 | 395 |
| Number of Managed Accounts | $342,000 | 367 |
| Number of Non-Managed Accounts | $100,000 | 336 |
| Total fiduciary and related assets | $262,938,000 | 347 |
| Managed Assets ($) | $232,066,000 | 310 |
| Non-managed Assets ($) | $30,872,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,171,000 | 363 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $861,000 | 365 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $521,000 | 392 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $254,000 | 402 |
| 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 | $348,000 | 470 |
| Number of Managed Accounts | $269,000 | 413 |
| Number of Non-Managed Accounts | $79,000 | 396 |
| Total fiduciary and related assets | $199,631,000 | 396 |
| Managed Assets ($) | $175,729,000 | 347 |
| Non-managed Assets ($) | $23,902,000 | 461 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,028,000 | 378 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 380 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $504,000 | 385 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,000 | 404 |
| 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 | $316,000 | 505 |
| Number of Managed Accounts | $249,000 | 451 |
| Number of Non-Managed Accounts | $67,000 | 468 |
| Total fiduciary and related assets | $167,775,000 | 425 |
| Managed Assets ($) | $147,113,000 | 367 |
| Non-managed Assets ($) | $20,662,000 | 468 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 405 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 404 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 406 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $261,000 | 414 |
| 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 | $301,000 | 521 |
| Number of Managed Accounts | $228,000 | 484 |
| Number of Non-Managed Accounts | $73,000 | 456 |
| Total fiduciary and related assets | $185,470,000 | 448 |
| Managed Assets ($) | $156,826,000 | 401 |
| Non-managed Assets ($) | $28,644,000 | 446 |
| Memoranda | ||
| Gross Fiduciary activities income | $997,000 | 420 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 417 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 431 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 437 |
| 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 | $291,000 | 522 |
| Number of Managed Accounts | $217,000 | 486 |
| Number of Non-Managed Accounts | $74,000 | 447 |
| Total fiduciary and related assets | $164,325,000 | 471 |
| Managed Assets ($) | $139,262,000 | 421 |
| Non-managed Assets ($) | $25,063,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,000 | 428 |
| 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 | $686,000 | 428 |
| 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 | $453,000 | 441 |
| 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 | $214,000 | 459 |
| 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 | $289,000 | 543 |
| Number of Managed Accounts | $220,000 | 501 |
| Number of Non-Managed Accounts | $69,000 | 490 |
| Total fiduciary and related assets | $134,945,000 | 507 |
| Managed Assets ($) | $115,344,000 | 457 |
| Non-managed Assets ($) | $19,601,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 469 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 470 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 466 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 472 |
| 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 | $161,000 | 764 |
| Number of Managed Accounts | $152,000 | 626 |
| Number of Non-Managed Accounts | $9,000 | 1,002 |
| Total fiduciary and related assets | $93,656,000 | 603 |
| Managed Assets ($) | $90,529,000 | 508 |
| Non-managed Assets ($) | $3,127,000 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 503 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 511 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 529 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,000 | 553 |
| 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 | $125,000 | 869 |
| Number of Managed Accounts | $122,000 | 704 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $84,287,000 | 621 |
| Managed Assets ($) | $84,104,000 | 508 |
| Non-managed Assets ($) | $183,000 | 1,286 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,000 | 590 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,000 | 611 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,000 | 634 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,000 | 670 |
| 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 | $87,000 | 1,008 |
| Number of Managed Accounts | $84,000 | 840 |
| Number of Non-Managed Accounts | $3,000 | 1,239 |
| Total fiduciary and related assets | $54,260,000 | 749 |
| Managed Assets ($) | $54,142,000 | 638 |
| Non-managed Assets ($) | $118,000 | 1,363 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 684 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $76,000 | 1,009 |
| Number of Managed Accounts | $75,000 | 853 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $37,715,000 | 822 |
| Managed Assets ($) | $37,699,000 | 716 |
| Non-managed Assets ($) | $16,000 | 1,350 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 766 |
| 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 |