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Countybank, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 363 |
| Total fiduciary and related assets | $0 | 380 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 466 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $368,000 | 418 |
| Number of Managed Accounts | $191,000 | 483 |
| Number of Non-Managed Accounts | $177,000 | 180 |
| Total fiduciary and related assets | $194,443,000 | 493 |
| Managed Assets ($) | $115,860,000 | 523 |
| Non-managed Assets ($) | $78,583,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,978,000 | 451 |
| 2024-09-30 | 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 | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,499,000 | 448 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 457 |
| Number of Managed Accounts | $0 | 450 |
| Number of Non-Managed Accounts | $0 | 436 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 450 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 444 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 430 |
| 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 | $361,000 | 416 |
| Number of Managed Accounts | $196,000 | 482 |
| Number of Non-Managed Accounts | $165,000 | 189 |
| Total fiduciary and related assets | $188,377,000 | 487 |
| Managed Assets ($) | $113,810,000 | 516 |
| Non-managed Assets ($) | $74,567,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,715,000 | 422 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,277,000 | 420 |
| 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 | $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 | $839,000 | 416 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $419,000 | 430 |
| 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 | $369,000 | 425 |
| Number of Managed Accounts | $202,000 | 488 |
| Number of Non-Managed Accounts | $167,000 | 196 |
| Total fiduciary and related assets | $174,535,000 | 497 |
| Managed Assets ($) | $105,800,000 | 531 |
| Non-managed Assets ($) | $68,735,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,621,000 | 440 |
| 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 | $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 | $1,214,000 | 441 |
| 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 | $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 | $798,000 | 404 |
| 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 | $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 | $401,000 | 408 |
| 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 | $371,000 | 394 |
| Number of Managed Accounts | $201,000 | 461 |
| Number of Non-Managed Accounts | $170,000 | 171 |
| Total fiduciary and related assets | $187,221,000 | 467 |
| Managed Assets ($) | $99,481,000 | 525 |
| Non-managed Assets ($) | $87,740,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,651,000 | 395 |
| 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 | $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 | $1,215,000 | 398 |
| 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 | $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 | $773,000 | 401 |
| 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 | $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 | $378,000 | 407 |
| 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 | $439,000 | 358 |
| Number of Managed Accounts | $209,000 | 450 |
| Number of Non-Managed Accounts | $230,000 | 143 |
| Total fiduciary and related assets | $193,047,000 | 451 |
| Managed Assets ($) | $102,185,000 | 506 |
| Non-managed Assets ($) | $90,862,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,518,000 | 393 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 385 |
| 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 | $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 | $818,000 | 380 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 378 |
| 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 | $557,000 | 318 |
| Number of Managed Accounts | $293,000 | 388 |
| Number of Non-Managed Accounts | $264,000 | 138 |
| Total fiduciary and related assets | $245,959,000 | 394 |
| Managed Assets ($) | $140,851,000 | 446 |
| Non-managed Assets ($) | $105,108,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,790,000 | 367 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,315,000 | 370 |
| 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 | $662,000 | 268 |
| Number of Managed Accounts | $371,000 | 303 |
| Number of Non-Managed Accounts | $291,000 | 115 |
| Total fiduciary and related assets | $258,667,000 | 375 |
| Managed Assets ($) | $151,716,000 | 358 |
| Non-managed Assets ($) | $106,951,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $896,000 | 367 |
| 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 | $366,000 | 308 |
| Number of Non-Managed Accounts | $287,000 | 115 |
| Total fiduciary and related assets | $270,805,000 | 374 |
| Managed Assets ($) | $164,196,000 | 358 |
| Non-managed Assets ($) | $106,609,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 362 |
| 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 | $665,000 | 286 |
| Number of Managed Accounts | $367,000 | 338 |
| Number of Non-Managed Accounts | $298,000 | 132 |
| Total fiduciary and related assets | $296,023,000 | 354 |
| Managed Assets ($) | $154,127,000 | 409 |
| Non-managed Assets ($) | $141,896,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 360 |
| 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 | $665,000 | 269 |
| Number of Managed Accounts | $369,000 | 306 |
| Number of Non-Managed Accounts | $296,000 | 119 |
| Total fiduciary and related assets | $393,508,000 | 321 |
| Managed Assets ($) | $248,953,000 | 341 |
| Non-managed Assets ($) | $144,555,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,514,000 | 347 |
| 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 | $650,000 | 274 |
| Number of Managed Accounts | $354,000 | 311 |
| Number of Non-Managed Accounts | $296,000 | 117 |
| Total fiduciary and related assets | $386,771,000 | 321 |
| Managed Assets ($) | $242,410,000 | 344 |
| Non-managed Assets ($) | $144,361,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 350 |
| 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 | $638,000 | 278 |
| Number of Managed Accounts | $342,000 | 317 |
| Number of Non-Managed Accounts | $296,000 | 117 |
| Total fiduciary and related assets | $390,230,000 | 322 |
| Managed Assets ($) | $241,109,000 | 343 |
| Non-managed Assets ($) | $149,121,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 342 |
| 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 | $342,000 | 429 |
| Number of Managed Accounts | $332,000 | 367 |
| Number of Non-Managed Accounts | $10,000 | 703 |
| Total fiduciary and related assets | $244,522,000 | 400 |
| Managed Assets ($) | $240,198,000 | 352 |
| Non-managed Assets ($) | $4,324,000 | 670 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,072,000 | 334 |
| 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 | $349,000 | 345 |
| Number of Managed Accounts | $338,000 | 315 |
| Number of Non-Managed Accounts | $11,000 | 339 |
| Total fiduciary and related assets | $241,762,000 | 381 |
| Managed Assets ($) | $231,488,000 | 349 |
| Non-managed Assets ($) | $10,274,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,570,000 | 329 |
| 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 | $359,000 | 342 |
| Number of Managed Accounts | $348,000 | 310 |
| Number of Non-Managed Accounts | $11,000 | 343 |
| Total fiduciary and related assets | $258,565,000 | 379 |
| Managed Assets ($) | $248,186,000 | 342 |
| Non-managed Assets ($) | $10,379,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 327 |
| 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 | $365,000 | 344 |
| Number of Managed Accounts | $354,000 | 310 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $544,410,000 | 258 |
| Managed Assets ($) | $540,129,000 | 224 |
| Non-managed Assets ($) | $4,281,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 313 |
| 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 | $565,000 | 321 |
| Number of Managed Accounts | $331,000 | 358 |
| Number of Non-Managed Accounts | $234,000 | 161 |
| Total fiduciary and related assets | $633,569,000 | 236 |
| Managed Assets ($) | $536,846,000 | 220 |
| Non-managed Assets ($) | $96,723,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,258,000 | 311 |
| 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 | $594,000 | 284 |
| Number of Managed Accounts | $336,000 | 315 |
| Number of Non-Managed Accounts | $258,000 | 127 |
| Total fiduciary and related assets | $670,092,000 | 231 |
| Managed Assets ($) | $559,339,000 | 218 |
| Non-managed Assets ($) | $110,753,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 310 |
| 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 | $596,000 | 285 |
| Number of Managed Accounts | $335,000 | 316 |
| Number of Non-Managed Accounts | $261,000 | 125 |
| Total fiduciary and related assets | $654,459,000 | 234 |
| Managed Assets ($) | $544,508,000 | 221 |
| Non-managed Assets ($) | $109,951,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,126,000 | 310 |
| 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 | $598,000 | 285 |
| Number of Managed Accounts | $328,000 | 319 |
| Number of Non-Managed Accounts | $270,000 | 124 |
| Total fiduciary and related assets | $646,176,000 | 232 |
| Managed Assets ($) | $533,771,000 | 222 |
| Non-managed Assets ($) | $112,405,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,000 | 299 |
| 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 | $676,000 | 285 |
| Number of Managed Accounts | $287,000 | 393 |
| Number of Non-Managed Accounts | $389,000 | 116 |
| Total fiduciary and related assets | $661,455,000 | 230 |
| Managed Assets ($) | $523,824,000 | 223 |
| Non-managed Assets ($) | $137,631,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,296,000 | 311 |
| 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 | $696,000 | 265 |
| Number of Managed Accounts | $364,000 | 304 |
| Number of Non-Managed Accounts | $332,000 | 108 |
| Total fiduciary and related assets | $648,120,000 | 229 |
| Managed Assets ($) | $184,420,000 | 355 |
| Non-managed Assets ($) | $463,700,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 313 |
| 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 | $702,000 | 266 |
| Number of Managed Accounts | $365,000 | 307 |
| Number of Non-Managed Accounts | $337,000 | 109 |
| Total fiduciary and related assets | $713,306,000 | 226 |
| Managed Assets ($) | $200,399,000 | 351 |
| Non-managed Assets ($) | $512,907,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 312 |
| 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 | $703,000 | 268 |
| Number of Managed Accounts | $384,000 | 299 |
| Number of Non-Managed Accounts | $319,000 | 120 |
| Total fiduciary and related assets | $680,359,000 | 234 |
| Managed Assets ($) | $545,762,000 | 222 |
| Non-managed Assets ($) | $134,597,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $539,000 | 323 |
| 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 | $704,000 | 285 |
| Number of Managed Accounts | $392,000 | 320 |
| Number of Non-Managed Accounts | $312,000 | 141 |
| Total fiduciary and related assets | $685,629,000 | 230 |
| Managed Assets ($) | $543,345,000 | 219 |
| Non-managed Assets ($) | $142,284,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,138,000 | 328 |
| 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 | $692,000 | 271 |
| Number of Managed Accounts | $389,000 | 298 |
| Number of Non-Managed Accounts | $303,000 | 122 |
| Total fiduciary and related assets | $689,856,000 | 228 |
| Managed Assets ($) | $539,182,000 | 216 |
| Non-managed Assets ($) | $150,674,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,524,000 | 336 |
| 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 | $671,000 | 276 |
| Number of Managed Accounts | $375,000 | 300 |
| Number of Non-Managed Accounts | $296,000 | 124 |
| Total fiduciary and related assets | $693,760,000 | 225 |
| Managed Assets ($) | $543,191,000 | 211 |
| Non-managed Assets ($) | $150,569,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 330 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 179 |
| Number of Managed Accounts | $716,000 | 218 |
| Number of Non-Managed Accounts | $542,000 | 92 |
| Total fiduciary and related assets | $267,482,000 | 375 |
| Managed Assets ($) | $229,687,000 | 335 |
| Non-managed Assets ($) | $37,795,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 329 |
| 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 | $618,000 | 310 |
| Number of Managed Accounts | $348,000 | 361 |
| Number of Non-Managed Accounts | $270,000 | 158 |
| Total fiduciary and related assets | $383,459,000 | 311 |
| Managed Assets ($) | $252,449,000 | 322 |
| Non-managed Assets ($) | $131,010,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 331 |
| 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 | $620,000 | 279 |
| Number of Managed Accounts | $348,000 | 304 |
| Number of Non-Managed Accounts | $272,000 | 129 |
| Total fiduciary and related assets | $353,950,000 | 317 |
| Managed Assets ($) | $224,638,000 | 319 |
| Non-managed Assets ($) | $129,312,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 332 |
| 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 | $618,000 | 278 |
| Number of Managed Accounts | $346,000 | 300 |
| Number of Non-Managed Accounts | $272,000 | 131 |
| Total fiduciary and related assets | $345,758,000 | 315 |
| Managed Assets ($) | $220,369,000 | 316 |
| Non-managed Assets ($) | $125,389,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $924,000 | 337 |
| 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 | $608,000 | 280 |
| Number of Managed Accounts | $350,000 | 303 |
| Number of Non-Managed Accounts | $258,000 | 137 |
| Total fiduciary and related assets | $347,686,000 | 311 |
| Managed Assets ($) | $222,028,000 | 313 |
| Non-managed Assets ($) | $125,658,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 332 |
| 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 | $604,000 | 311 |
| Number of Managed Accounts | $346,000 | 357 |
| Number of Non-Managed Accounts | $258,000 | 180 |
| Total fiduciary and related assets | $328,531,000 | 317 |
| Managed Assets ($) | $215,048,000 | 324 |
| Non-managed Assets ($) | $113,483,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,897,000 | 316 |
| 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 | $612,000 | 275 |
| Number of Managed Accounts | $348,000 | 299 |
| Number of Non-Managed Accounts | $264,000 | 131 |
| Total fiduciary and related assets | $334,269,000 | 309 |
| Managed Assets ($) | $219,671,000 | 307 |
| Non-managed Assets ($) | $114,598,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,457,000 | 311 |
| 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 | $610,000 | 272 |
| Number of Managed Accounts | $354,000 | 294 |
| Number of Non-Managed Accounts | $256,000 | 132 |
| Total fiduciary and related assets | $327,199,000 | 304 |
| Managed Assets ($) | $217,895,000 | 302 |
| Non-managed Assets ($) | $109,304,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 306 |
| 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 | $626,000 | 270 |
| Number of Managed Accounts | $376,000 | 284 |
| Number of Non-Managed Accounts | $250,000 | 133 |
| Total fiduciary and related assets | $331,122,000 | 305 |
| Managed Assets ($) | $220,911,000 | 303 |
| Non-managed Assets ($) | $110,211,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $581,000 | 285 |
| 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 | $615,000 | 309 |
| Number of Managed Accounts | $375,000 | 337 |
| Number of Non-Managed Accounts | $240,000 | 177 |
| Total fiduciary and related assets | $331,400,000 | 301 |
| Managed Assets ($) | $234,112,000 | 299 |
| Non-managed Assets ($) | $97,288,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,028,000 | 264 |
| 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 | $617,000 | 272 |
| Number of Managed Accounts | $378,000 | 287 |
| Number of Non-Managed Accounts | $239,000 | 136 |
| Total fiduciary and related assets | $322,907,000 | 293 |
| Managed Assets ($) | $228,825,000 | 290 |
| Non-managed Assets ($) | $94,082,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,540,000 | 262 |
| 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 | $616,000 | 275 |
| Number of Managed Accounts | $385,000 | 284 |
| Number of Non-Managed Accounts | $231,000 | 143 |
| Total fiduciary and related assets | $336,058,000 | 292 |
| Managed Assets ($) | $238,712,000 | 295 |
| Non-managed Assets ($) | $97,346,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 254 |
| 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 | $611,000 | 278 |
| Number of Managed Accounts | $379,000 | 292 |
| Number of Non-Managed Accounts | $232,000 | 148 |
| Total fiduciary and related assets | $333,293,000 | 295 |
| Managed Assets ($) | $230,860,000 | 305 |
| Non-managed Assets ($) | $102,433,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,000 | 242 |
| 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 | $611,000 | 316 |
| Number of Managed Accounts | $381,000 | 345 |
| Number of Non-Managed Accounts | $230,000 | 193 |
| Total fiduciary and related assets | $310,133,000 | 316 |
| Managed Assets ($) | $212,171,000 | 324 |
| Non-managed Assets ($) | $97,962,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,681,000 | 294 |
| 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 | $611,000 | 277 |
| Number of Managed Accounts | $386,000 | 282 |
| Number of Non-Managed Accounts | $225,000 | 153 |
| Total fiduciary and related assets | $297,008,000 | 308 |
| Managed Assets ($) | $205,169,000 | 294 |
| Non-managed Assets ($) | $91,839,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 288 |
| 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 | $617,000 | 275 |
| Number of Managed Accounts | $393,000 | 282 |
| Number of Non-Managed Accounts | $224,000 | 151 |
| Total fiduciary and related assets | $280,558,000 | 310 |
| Managed Assets ($) | $193,769,000 | 295 |
| Non-managed Assets ($) | $86,789,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 295 |
| 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 | $562,000 | 286 |
| Number of Managed Accounts | $388,000 | 281 |
| Number of Non-Managed Accounts | $174,000 | 173 |
| Total fiduciary and related assets | $275,309,000 | 329 |
| Managed Assets ($) | $181,306,000 | 308 |
| Non-managed Assets ($) | $94,003,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 311 |
| 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 | $546,000 | 355 |
| Number of Managed Accounts | $397,000 | 333 |
| Number of Non-Managed Accounts | $149,000 | 266 |
| Total fiduciary and related assets | $262,304,000 | 336 |
| Managed Assets ($) | $183,555,000 | 336 |
| Non-managed Assets ($) | $78,749,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 318 |
| 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 | $987,000 | 327 |
| 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 | $703,000 | 316 |
| 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 | $321,000 | 329 |
| 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 | $584,000 | 342 |
| Number of Managed Accounts | $439,000 | 305 |
| Number of Non-Managed Accounts | $145,000 | 277 |
| Total fiduciary and related assets | $211,657,000 | 373 |
| Managed Assets ($) | $153,844,000 | 363 |
| Non-managed Assets ($) | $57,813,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 311 |
| 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 | $584,000 | 292 |
| Number of Managed Accounts | $441,000 | 274 |
| Number of Non-Managed Accounts | $143,000 | 193 |
| Total fiduciary and related assets | $244,415,000 | 347 |
| Managed Assets ($) | $180,632,000 | 328 |
| Non-managed Assets ($) | $63,783,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,174,000 | 314 |
| 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 | $573,000 | 297 |
| Number of Managed Accounts | $436,000 | 278 |
| Number of Non-Managed Accounts | $137,000 | 199 |
| Total fiduciary and related assets | $257,030,000 | 347 |
| Managed Assets ($) | $192,478,000 | 329 |
| Non-managed Assets ($) | $64,552,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $804,000 | 318 |
| 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 | $561,000 | 301 |
| Number of Managed Accounts | $428,000 | 282 |
| Number of Non-Managed Accounts | $133,000 | 202 |
| Total fiduciary and related assets | $256,754,000 | 359 |
| Managed Assets ($) | $191,659,000 | 338 |
| Non-managed Assets ($) | $65,095,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 323 |
| 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 | $530,000 | 370 |
| Number of Managed Accounts | $397,000 | 331 |
| Number of Non-Managed Accounts | $133,000 | 303 |
| Total fiduciary and related assets | $267,111,000 | 354 |
| Managed Assets ($) | $199,778,000 | 364 |
| Non-managed Assets ($) | $67,333,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 354 |
| 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 | $512,000 | 303 |
| Number of Managed Accounts | $374,000 | 289 |
| Number of Non-Managed Accounts | $138,000 | 193 |
| Total fiduciary and related assets | $261,924,000 | 350 |
| Managed Assets ($) | $191,424,000 | 334 |
| Non-managed Assets ($) | $70,500,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 358 |
| 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 | $466,000 | 317 |
| Number of Managed Accounts | $316,000 | 309 |
| Number of Non-Managed Accounts | $150,000 | 195 |
| Total fiduciary and related assets | $217,237,000 | 375 |
| Managed Assets ($) | $136,841,000 | 353 |
| Non-managed Assets ($) | $80,396,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $622,000 | 370 |
| 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 | $449,000 | 322 |
| Number of Managed Accounts | $293,000 | 316 |
| Number of Non-Managed Accounts | $156,000 | 193 |
| Total fiduciary and related assets | $288,081,000 | 344 |
| Managed Assets ($) | $133,490,000 | 357 |
| Non-managed Assets ($) | $154,591,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 354 |
| 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 | $458,000 | 395 |
| Number of Managed Accounts | $300,000 | 387 |
| Number of Non-Managed Accounts | $158,000 | 274 |
| Total fiduciary and related assets | $306,083,000 | 332 |
| Managed Assets ($) | $132,459,000 | 432 |
| Non-managed Assets ($) | $173,624,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 350 |
| 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 | $458,000 | 318 |
| Number of Managed Accounts | $299,000 | 306 |
| Number of Non-Managed Accounts | $159,000 | 200 |
| Total fiduciary and related assets | $297,507,000 | 335 |
| Managed Assets ($) | $124,928,000 | 342 |
| Non-managed Assets ($) | $172,579,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $899,000 | 361 |
| 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 | $444,000 | 328 |
| Number of Managed Accounts | $279,000 | 318 |
| Number of Non-Managed Accounts | $165,000 | 202 |
| Total fiduciary and related assets | $280,323,000 | 345 |
| Managed Assets ($) | $98,835,000 | 353 |
| Non-managed Assets ($) | $181,488,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $601,000 | 362 |
| 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 | $441,000 | 330 |
| Number of Managed Accounts | $283,000 | 325 |
| Number of Non-Managed Accounts | $158,000 | 210 |
| Total fiduciary and related assets | $291,935,000 | 336 |
| Managed Assets ($) | $99,199,000 | 358 |
| Non-managed Assets ($) | $192,736,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 358 |
| 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 | $458,000 | 403 |
| Number of Managed Accounts | $298,000 | 409 |
| Number of Non-Managed Accounts | $160,000 | 294 |
| Total fiduciary and related assets | $299,153,000 | 345 |
| Managed Assets ($) | $97,988,000 | 500 |
| Non-managed Assets ($) | $201,165,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 358 |
| 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 | $478,000 | 316 |
| Number of Managed Accounts | $321,000 | 309 |
| Number of Non-Managed Accounts | $157,000 | 208 |
| Total fiduciary and related assets | $304,007,000 | 328 |
| Managed Assets ($) | $100,317,000 | 348 |
| Non-managed Assets ($) | $203,690,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 351 |
| 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 | $495,000 | 315 |
| Number of Managed Accounts | $333,000 | 308 |
| Number of Non-Managed Accounts | $162,000 | 211 |
| Total fiduciary and related assets | $309,544,000 | 324 |
| Managed Assets ($) | $104,907,000 | 360 |
| Non-managed Assets ($) | $204,637,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 348 |
| 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 | $498,000 | 319 |
| Number of Managed Accounts | $333,000 | 309 |
| Number of Non-Managed Accounts | $165,000 | 206 |
| Total fiduciary and related assets | $308,861,000 | 321 |
| Managed Assets ($) | $103,982,000 | 361 |
| Non-managed Assets ($) | $204,879,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,000 | 353 |
| 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 | $488,000 | 395 |
| Number of Managed Accounts | $323,000 | 383 |
| Number of Non-Managed Accounts | $165,000 | 293 |
| Total fiduciary and related assets | $314,858,000 | 319 |
| Managed Assets ($) | $99,229,000 | 485 |
| Non-managed Assets ($) | $215,629,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 343 |
| 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 | $496,000 | 315 |
| Number of Managed Accounts | $329,000 | 306 |
| Number of Non-Managed Accounts | $167,000 | 207 |
| Total fiduciary and related assets | $306,917,000 | 313 |
| Managed Assets ($) | $95,220,000 | 353 |
| Non-managed Assets ($) | $211,697,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 355 |
| 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 | $509,000 | 319 |
| Number of Managed Accounts | $335,000 | 304 |
| Number of Non-Managed Accounts | $174,000 | 206 |
| Total fiduciary and related assets | $317,671,000 | 311 |
| Managed Assets ($) | $98,272,000 | 355 |
| Non-managed Assets ($) | $219,399,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 350 |
| 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 | $498,000 | 325 |
| Number of Managed Accounts | $324,000 | 311 |
| Number of Non-Managed Accounts | $174,000 | 210 |
| Total fiduciary and related assets | $323,193,000 | 311 |
| Managed Assets ($) | $92,172,000 | 362 |
| Non-managed Assets ($) | $231,021,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $291,000 | 359 |
| 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 | $490,000 | 412 |
| Number of Managed Accounts | $315,000 | 396 |
| Number of Non-Managed Accounts | $175,000 | 297 |
| Total fiduciary and related assets | $318,456,000 | 326 |
| Managed Assets ($) | $88,870,000 | 491 |
| Non-managed Assets ($) | $229,586,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 329 |
| 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 | $482,000 | 336 |
| Number of Managed Accounts | $312,000 | 319 |
| Number of Non-Managed Accounts | $170,000 | 226 |
| Total fiduciary and related assets | $306,290,000 | 331 |
| Managed Assets ($) | $85,149,000 | 366 |
| Non-managed Assets ($) | $221,141,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 343 |
| 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 | $477,000 | 344 |
| Number of Managed Accounts | $289,000 | 330 |
| Number of Non-Managed Accounts | $188,000 | 223 |
| Total fiduciary and related assets | $306,627,000 | 330 |
| Managed Assets ($) | $73,163,000 | 371 |
| Non-managed Assets ($) | $233,464,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 342 |
| 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 | $479,000 | 345 |
| Number of Managed Accounts | $288,000 | 342 |
| Number of Non-Managed Accounts | $191,000 | 228 |
| Total fiduciary and related assets | $286,887,000 | 338 |
| Managed Assets ($) | $68,425,000 | 385 |
| Non-managed Assets ($) | $218,462,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 361 |
| 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 | $478,000 | 421 |
| Number of Managed Accounts | $282,000 | 448 |
| Number of Non-Managed Accounts | $196,000 | 299 |
| Total fiduciary and related assets | $298,933,000 | 336 |
| Managed Assets ($) | $54,690,000 | 635 |
| Non-managed Assets ($) | $244,243,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,178,000 | 377 |
| 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 | $460,000 | 408 |
| Number of Managed Accounts | $280,000 | 424 |
| Number of Non-Managed Accounts | $180,000 | 300 |
| Total fiduciary and related assets | $340,448,000 | 297 |
| Managed Assets ($) | $64,185,000 | 564 |
| Non-managed Assets ($) | $276,263,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,197,000 | 384 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,210,000 | 384 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,119,000 | 443 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,093,000 | 436 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,047,000 | 456 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |