Home > Farmers and Merchants State Bank of Bushnell > Fiduciary and Related Services
Farmers and Merchants State Bank of Bushnell, 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 | $232,000 | 512 |
| Number of Managed Accounts | $50,000 | 644 |
| Number of Non-Managed Accounts | $182,000 | 179 |
| Total fiduciary and related assets | $94,730,000 | 594 |
| Managed Assets ($) | $50,346,000 | 617 |
| Non-managed Assets ($) | $44,384,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,000 | 569 |
| 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 | $233,000 | 348 |
| Number of Managed Accounts | $50,000 | 352 |
| Number of Non-Managed Accounts | $183,000 | 144 |
| Total fiduciary and related assets | $88,353,000 | 370 |
| Managed Assets ($) | $47,195,000 | 356 |
| Non-managed Assets ($) | $41,158,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,000 | 571 |
| 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 | $237,000 | 410 |
| Number of Managed Accounts | $48,000 | 423 |
| Number of Non-Managed Accounts | $189,000 | 157 |
| Total fiduciary and related assets | $90,834,000 | 442 |
| Managed Assets ($) | $48,454,000 | 428 |
| Non-managed Assets ($) | $42,380,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 549 |
| 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 | $237,000 | 354 |
| Number of Managed Accounts | $49,000 | 361 |
| Number of Non-Managed Accounts | $188,000 | 149 |
| Total fiduciary and related assets | $90,543,000 | 378 |
| Managed Assets ($) | $48,016,000 | 365 |
| Non-managed Assets ($) | $42,527,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,000 | 567 |
| 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 | $233,000 | 524 |
| Number of Managed Accounts | $47,000 | 677 |
| Number of Non-Managed Accounts | $186,000 | 185 |
| Total fiduciary and related assets | $93,404,000 | 604 |
| Managed Assets ($) | $52,788,000 | 632 |
| Non-managed Assets ($) | $40,616,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $639,000 | 588 |
| 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 | $232,000 | 368 |
| Number of Managed Accounts | $49,000 | 378 |
| Number of Non-Managed Accounts | $183,000 | 154 |
| Total fiduciary and related assets | $92,193,000 | 392 |
| Managed Assets ($) | $48,894,000 | 382 |
| Non-managed Assets ($) | $43,299,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 594 |
| 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 | $236,000 | 396 |
| Number of Managed Accounts | $52,000 | 412 |
| Number of Non-Managed Accounts | $184,000 | 144 |
| Total fiduciary and related assets | $93,779,000 | 424 |
| Managed Assets ($) | $47,571,000 | 415 |
| Non-managed Assets ($) | $46,208,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 546 |
| 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 | $226,000 | 336 |
| Number of Managed Accounts | $49,000 | 341 |
| Number of Non-Managed Accounts | $177,000 | 141 |
| Total fiduciary and related assets | $97,300,000 | 353 |
| Managed Assets ($) | $45,295,000 | 343 |
| Non-managed Assets ($) | $52,005,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 550 |
| 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 | $233,000 | 496 |
| Number of Managed Accounts | $52,000 | 636 |
| Number of Non-Managed Accounts | $181,000 | 164 |
| Total fiduciary and related assets | $106,644,000 | 562 |
| Managed Assets ($) | $52,578,000 | 599 |
| Non-managed Assets ($) | $54,066,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 565 |
| 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 | $233,000 | 326 |
| Number of Managed Accounts | $56,000 | 327 |
| Number of Non-Managed Accounts | $177,000 | 137 |
| Total fiduciary and related assets | $100,956,000 | 337 |
| Managed Assets ($) | $51,101,000 | 327 |
| Non-managed Assets ($) | $49,855,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 576 |
| 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 | $235,000 | 379 |
| Number of Managed Accounts | $56,000 | 391 |
| Number of Non-Managed Accounts | $179,000 | 143 |
| Total fiduciary and related assets | $97,548,000 | 403 |
| Managed Assets ($) | $50,026,000 | 394 |
| Non-managed Assets ($) | $47,522,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,000 | 566 |
| 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 | $234,000 | 327 |
| Number of Managed Accounts | $57,000 | 329 |
| Number of Non-Managed Accounts | $177,000 | 141 |
| Total fiduciary and related assets | $98,494,000 | 339 |
| Managed Assets ($) | $50,648,000 | 329 |
| Non-managed Assets ($) | $47,846,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,000 | 590 |
| 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 | $235,000 | 492 |
| Number of Managed Accounts | $58,000 | 631 |
| Number of Non-Managed Accounts | $177,000 | 173 |
| Total fiduciary and related assets | $93,438,000 | 576 |
| Managed Assets ($) | $48,077,000 | 606 |
| Non-managed Assets ($) | $45,361,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 548 |
| 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 | $239,000 | 326 |
| Number of Managed Accounts | $59,000 | 330 |
| Number of Non-Managed Accounts | $180,000 | 137 |
| Total fiduciary and related assets | $91,358,000 | 340 |
| Managed Assets ($) | $47,019,000 | 330 |
| Non-managed Assets ($) | $44,339,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 537 |
| 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 | $236,000 | 376 |
| Number of Managed Accounts | $59,000 | 388 |
| Number of Non-Managed Accounts | $177,000 | 146 |
| Total fiduciary and related assets | $90,500,000 | 398 |
| Managed Assets ($) | $49,194,000 | 387 |
| Non-managed Assets ($) | $41,306,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $394,000 | 497 |
| 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 | $240,000 | 328 |
| Number of Managed Accounts | $60,000 | 333 |
| Number of Non-Managed Accounts | $180,000 | 141 |
| Total fiduciary and related assets | $87,744,000 | 343 |
| Managed Assets ($) | $49,084,000 | 331 |
| Non-managed Assets ($) | $38,660,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,000 | 605 |
| 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 | $237,000 | 502 |
| Number of Managed Accounts | $59,000 | 642 |
| Number of Non-Managed Accounts | $178,000 | 180 |
| Total fiduciary and related assets | $94,284,000 | 568 |
| Managed Assets ($) | $51,975,000 | 600 |
| Non-managed Assets ($) | $42,309,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 577 |
| 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 | $217,000 | 333 |
| Number of Managed Accounts | $59,000 | 340 |
| Number of Non-Managed Accounts | $158,000 | 151 |
| Total fiduciary and related assets | $88,353,000 | 348 |
| Managed Assets ($) | $49,094,000 | 337 |
| Non-managed Assets ($) | $39,259,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 580 |
| 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 | $222,000 | 370 |
| Number of Managed Accounts | $63,000 | 378 |
| Number of Non-Managed Accounts | $159,000 | 156 |
| Total fiduciary and related assets | $90,134,000 | 387 |
| Managed Assets ($) | $49,825,000 | 376 |
| Non-managed Assets ($) | $40,309,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 558 |
| 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 | $224,000 | 376 |
| Number of Managed Accounts | $60,000 | 383 |
| Number of Non-Managed Accounts | $164,000 | 158 |
| Total fiduciary and related assets | $89,660,000 | 393 |
| Managed Assets ($) | $49,638,000 | 381 |
| Non-managed Assets ($) | $40,022,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,000 | 555 |
| 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 | $218,000 | 534 |
| Number of Managed Accounts | $55,000 | 671 |
| Number of Non-Managed Accounts | $163,000 | 199 |
| Total fiduciary and related assets | $87,482,000 | 582 |
| Managed Assets ($) | $48,092,000 | 618 |
| Non-managed Assets ($) | $39,390,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 596 |
| 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 | $214,000 | 378 |
| Number of Managed Accounts | $55,000 | 387 |
| Number of Non-Managed Accounts | $159,000 | 160 |
| Total fiduciary and related assets | $86,311,000 | 396 |
| Managed Assets ($) | $46,178,000 | 386 |
| Non-managed Assets ($) | $40,133,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 602 |
| 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 | $227,000 | 378 |
| Number of Managed Accounts | $55,000 | 390 |
| Number of Non-Managed Accounts | $172,000 | 157 |
| Total fiduciary and related assets | $85,191,000 | 398 |
| Managed Assets ($) | $45,835,000 | 389 |
| Non-managed Assets ($) | $39,356,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,000 | 584 |
| 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 | $235,000 | 380 |
| Number of Managed Accounts | $54,000 | 391 |
| Number of Non-Managed Accounts | $181,000 | 154 |
| Total fiduciary and related assets | $88,031,000 | 401 |
| Managed Assets ($) | $47,749,000 | 389 |
| Non-managed Assets ($) | $40,282,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 594 |
| 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 | $244,000 | 510 |
| Number of Managed Accounts | $57,000 | 688 |
| Number of Non-Managed Accounts | $187,000 | 189 |
| Total fiduciary and related assets | $90,065,000 | 595 |
| Managed Assets ($) | $48,600,000 | 626 |
| Non-managed Assets ($) | $41,465,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 620 |
| 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 | $244,000 | 372 |
| Number of Managed Accounts | $58,000 | 385 |
| Number of Non-Managed Accounts | $186,000 | 152 |
| Total fiduciary and related assets | $85,477,000 | 397 |
| Managed Assets ($) | $44,446,000 | 384 |
| Non-managed Assets ($) | $41,031,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 629 |
| 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 | $243,000 | 374 |
| Number of Managed Accounts | $58,000 | 387 |
| Number of Non-Managed Accounts | $185,000 | 154 |
| Total fiduciary and related assets | $84,681,000 | 398 |
| Managed Assets ($) | $44,078,000 | 385 |
| Non-managed Assets ($) | $40,603,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,000 | 614 |
| 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 | $253,000 | 373 |
| Number of Managed Accounts | $61,000 | 390 |
| Number of Non-Managed Accounts | $192,000 | 146 |
| Total fiduciary and related assets | $82,202,000 | 401 |
| Managed Assets ($) | $42,527,000 | 388 |
| Non-managed Assets ($) | $39,675,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $108,000 | 628 |
| 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 | $249,000 | 507 |
| Number of Managed Accounts | $59,000 | 710 |
| Number of Non-Managed Accounts | $190,000 | 187 |
| Total fiduciary and related assets | $74,671,000 | 628 |
| Managed Assets ($) | $39,902,000 | 667 |
| Non-managed Assets ($) | $34,769,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 636 |
| 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 | $249,000 | 375 |
| Number of Managed Accounts | $60,000 | 392 |
| Number of Non-Managed Accounts | $189,000 | 152 |
| Total fiduciary and related assets | $68,387,000 | 405 |
| Managed Assets ($) | $33,234,000 | 392 |
| Non-managed Assets ($) | $35,153,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 655 |
| 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 | $246,000 | 376 |
| Number of Managed Accounts | $62,000 | 394 |
| Number of Non-Managed Accounts | $184,000 | 156 |
| Total fiduciary and related assets | $68,695,000 | 408 |
| Managed Assets ($) | $32,972,000 | 394 |
| Non-managed Assets ($) | $35,723,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 638 |
| 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 | $235,000 | 377 |
| Number of Managed Accounts | $64,000 | 393 |
| Number of Non-Managed Accounts | $171,000 | 159 |
| Total fiduciary and related assets | $67,782,000 | 408 |
| Managed Assets ($) | $32,162,000 | 394 |
| Non-managed Assets ($) | $35,620,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000 | 674 |
| 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 | $229,000 | 541 |
| Number of Managed Accounts | $59,000 | 722 |
| Number of Non-Managed Accounts | $170,000 | 212 |
| Total fiduciary and related assets | $65,160,000 | 658 |
| Managed Assets ($) | $30,725,000 | 717 |
| Non-managed Assets ($) | $34,435,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 656 |
| 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 | $233,000 | 377 |
| Number of Managed Accounts | $63,000 | 388 |
| Number of Non-Managed Accounts | $170,000 | 164 |
| Total fiduciary and related assets | $56,906,000 | 404 |
| Managed Assets ($) | $24,640,000 | 392 |
| Non-managed Assets ($) | $32,266,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $271,000 | 659 |
| 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 | $229,000 | 382 |
| Number of Managed Accounts | $61,000 | 392 |
| Number of Non-Managed Accounts | $168,000 | 160 |
| Total fiduciary and related assets | $57,942,000 | 410 |
| Managed Assets ($) | $24,221,000 | 396 |
| Non-managed Assets ($) | $33,721,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,000 | 640 |
| 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 | $230,000 | 381 |
| Number of Managed Accounts | $63,000 | 391 |
| Number of Non-Managed Accounts | $167,000 | 162 |
| Total fiduciary and related assets | $56,713,000 | 411 |
| Managed Assets ($) | $24,001,000 | 395 |
| Non-managed Assets ($) | $32,712,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,000 | 658 |
| 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 | $232,000 | 550 |
| Number of Managed Accounts | $62,000 | 735 |
| Number of Non-Managed Accounts | $170,000 | 215 |
| Total fiduciary and related assets | $56,308,000 | 707 |
| Managed Assets ($) | $23,915,000 | 782 |
| Non-managed Assets ($) | $32,393,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 687 |
| 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 | $227,000 | 382 |
| Number of Managed Accounts | $62,000 | 389 |
| Number of Non-Managed Accounts | $165,000 | 160 |
| Total fiduciary and related assets | $56,642,000 | 409 |
| Managed Assets ($) | $23,851,000 | 393 |
| Non-managed Assets ($) | $32,791,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 673 |
| 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 | $230,000 | 382 |
| Number of Managed Accounts | $61,000 | 390 |
| Number of Non-Managed Accounts | $169,000 | 157 |
| Total fiduciary and related assets | $55,718,000 | 409 |
| Managed Assets ($) | $24,271,000 | 393 |
| Non-managed Assets ($) | $31,447,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $203,000 | 650 |
| 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 | $224,000 | 384 |
| Number of Managed Accounts | $60,000 | 394 |
| Number of Non-Managed Accounts | $164,000 | 163 |
| Total fiduciary and related assets | $56,163,000 | 412 |
| Managed Assets ($) | $24,079,000 | 397 |
| Non-managed Assets ($) | $32,084,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,000 | 673 |
| 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 | $220,000 | 563 |
| Number of Managed Accounts | $60,000 | 759 |
| Number of Non-Managed Accounts | $160,000 | 228 |
| Total fiduciary and related assets | $54,456,000 | 714 |
| Managed Assets ($) | $24,215,000 | 781 |
| Non-managed Assets ($) | $30,241,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 694 |
| 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 | $222,000 | 365 |
| Number of Managed Accounts | $60,000 | 373 |
| Number of Non-Managed Accounts | $162,000 | 163 |
| Total fiduciary and related assets | $56,500,000 | 391 |
| Managed Assets ($) | $26,192,000 | 373 |
| Non-managed Assets ($) | $30,308,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 689 |
| 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 | $224,000 | 366 |
| Number of Managed Accounts | $62,000 | 375 |
| Number of Non-Managed Accounts | $162,000 | 170 |
| Total fiduciary and related assets | $56,017,000 | 393 |
| Managed Assets ($) | $26,928,000 | 375 |
| Non-managed Assets ($) | $29,089,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,000 | 669 |
| 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 | $226,000 | 368 |
| Number of Managed Accounts | $63,000 | 377 |
| Number of Non-Managed Accounts | $163,000 | 169 |
| Total fiduciary and related assets | $53,022,000 | 397 |
| Managed Assets ($) | $23,873,000 | 379 |
| Non-managed Assets ($) | $29,149,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000 | 702 |
| 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 | $226,000 | 558 |
| Number of Managed Accounts | $61,000 | 770 |
| Number of Non-Managed Accounts | $165,000 | 238 |
| Total fiduciary and related assets | $52,283,000 | 718 |
| Managed Assets ($) | $22,293,000 | 787 |
| Non-managed Assets ($) | $29,990,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 689 |
| 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 | $229,000 | 355 |
| Number of Managed Accounts | $64,000 | 358 |
| Number of Non-Managed Accounts | $165,000 | 160 |
| Total fiduciary and related assets | $51,652,000 | 376 |
| Managed Assets ($) | $21,877,000 | 359 |
| Non-managed Assets ($) | $29,775,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 680 |
| 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 | $235,000 | 350 |
| Number of Managed Accounts | $69,000 | 356 |
| Number of Non-Managed Accounts | $166,000 | 162 |
| Total fiduciary and related assets | $52,726,000 | 376 |
| Managed Assets ($) | $22,138,000 | 357 |
| Non-managed Assets ($) | $30,588,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 669 |
| 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 | $256,000 | 347 |
| Number of Managed Accounts | $67,000 | 354 |
| Number of Non-Managed Accounts | $189,000 | 156 |
| Total fiduciary and related assets | $56,458,000 | 377 |
| Managed Assets ($) | $21,664,000 | 360 |
| Non-managed Assets ($) | $34,794,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,000 | 669 |
| 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 | $254,000 | 528 |
| Number of Managed Accounts | $69,000 | 747 |
| Number of Non-Managed Accounts | $185,000 | 220 |
| Total fiduciary and related assets | $56,107,000 | 697 |
| Managed Assets ($) | $22,473,000 | 782 |
| Non-managed Assets ($) | $33,634,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 630 |
| 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 | $255,000 | 354 |
| Number of Managed Accounts | $70,000 | 360 |
| Number of Non-Managed Accounts | $185,000 | 161 |
| Total fiduciary and related assets | $52,232,000 | 381 |
| Managed Assets ($) | $21,776,000 | 364 |
| Non-managed Assets ($) | $30,456,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 601 |
| 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 | $265,000 | 356 |
| Number of Managed Accounts | $76,000 | 364 |
| Number of Non-Managed Accounts | $189,000 | 162 |
| Total fiduciary and related assets | $52,991,000 | 388 |
| Managed Assets ($) | $20,979,000 | 371 |
| Non-managed Assets ($) | $32,012,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $235,000 | 570 |
| 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 | $265,000 | 358 |
| Number of Managed Accounts | $80,000 | 368 |
| Number of Non-Managed Accounts | $185,000 | 165 |
| Total fiduciary and related assets | $55,144,000 | 391 |
| Managed Assets ($) | $23,950,000 | 376 |
| Non-managed Assets ($) | $31,194,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,000 | 569 |
| 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 | $259,000 | 545 |
| Number of Managed Accounts | $76,000 | 746 |
| Number of Non-Managed Accounts | $183,000 | 230 |
| Total fiduciary and related assets | $51,954,000 | 730 |
| Managed Assets ($) | $22,760,000 | 812 |
| Non-managed Assets ($) | $29,194,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 643 |
| 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 | $268,000 | 344 |
| Number of Managed Accounts | $73,000 | 358 |
| Number of Non-Managed Accounts | $195,000 | 162 |
| Total fiduciary and related assets | $52,567,000 | 379 |
| Managed Assets ($) | $24,074,000 | 365 |
| Non-managed Assets ($) | $28,493,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 633 |
| 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 | $269,000 | 345 |
| Number of Managed Accounts | $75,000 | 355 |
| Number of Non-Managed Accounts | $194,000 | 160 |
| Total fiduciary and related assets | $53,674,000 | 380 |
| Managed Assets ($) | $24,450,000 | 363 |
| Non-managed Assets ($) | $29,224,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 619 |
| 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 | $269,000 | 354 |
| Number of Managed Accounts | $73,000 | 358 |
| Number of Non-Managed Accounts | $196,000 | 161 |
| Total fiduciary and related assets | $56,859,000 | 388 |
| Managed Assets ($) | $23,653,000 | 369 |
| Non-managed Assets ($) | $33,206,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 667 |
| 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 | $279,000 | 529 |
| Number of Managed Accounts | $72,000 | 771 |
| Number of Non-Managed Accounts | $207,000 | 217 |
| Total fiduciary and related assets | $59,076,000 | 702 |
| Managed Assets ($) | $24,293,000 | 795 |
| Non-managed Assets ($) | $34,783,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 655 |
| 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 | $280,000 | 340 |
| Number of Managed Accounts | $82,000 | 346 |
| Number of Non-Managed Accounts | $198,000 | 159 |
| Total fiduciary and related assets | $57,822,000 | 376 |
| Managed Assets ($) | $40,027,000 | 353 |
| Non-managed Assets ($) | $17,795,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 646 |
| 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 | $287,000 | 344 |
| Number of Managed Accounts | $84,000 | 355 |
| Number of Non-Managed Accounts | $203,000 | 161 |
| Total fiduciary and related assets | $54,480,000 | 383 |
| Managed Assets ($) | $37,238,000 | 361 |
| Non-managed Assets ($) | $17,242,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $182,000 | 612 |
| 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 | $306,000 | 343 |
| Number of Managed Accounts | $89,000 | 354 |
| Number of Non-Managed Accounts | $217,000 | 158 |
| Total fiduciary and related assets | $53,122,000 | 384 |
| Managed Assets ($) | $36,582,000 | 360 |
| Non-managed Assets ($) | $16,540,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,000 | 636 |
| 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 | $300,000 | 516 |
| Number of Managed Accounts | $88,000 | 741 |
| Number of Non-Managed Accounts | $212,000 | 218 |
| Total fiduciary and related assets | $55,893,000 | 704 |
| Managed Assets ($) | $33,940,000 | 731 |
| Non-managed Assets ($) | $21,953,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 646 |
| 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 | $308,000 | 362 |
| Number of Managed Accounts | $91,000 | 381 |
| Number of Non-Managed Accounts | $217,000 | 162 |
| Total fiduciary and related assets | $51,841,000 | 410 |
| Managed Assets ($) | $33,160,000 | 390 |
| Non-managed Assets ($) | $18,681,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 634 |
| 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 | $316,000 | 367 |
| Number of Managed Accounts | $90,000 | 385 |
| Number of Non-Managed Accounts | $226,000 | 165 |
| Total fiduciary and related assets | $53,106,000 | 416 |
| Managed Assets ($) | $33,071,000 | 397 |
| Non-managed Assets ($) | $20,035,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $211,000 | 620 |
| 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 | $309,000 | 369 |
| Number of Managed Accounts | $78,000 | 393 |
| Number of Non-Managed Accounts | $231,000 | 163 |
| Total fiduciary and related assets | $54,603,000 | 421 |
| Managed Assets ($) | $33,170,000 | 401 |
| Non-managed Assets ($) | $21,433,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000 | 630 |
| 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 | $311,000 | 510 |
| Number of Managed Accounts | $80,000 | 779 |
| Number of Non-Managed Accounts | $231,000 | 215 |
| Total fiduciary and related assets | $54,342,000 | 769 |
| Managed Assets ($) | $33,738,000 | 781 |
| Non-managed Assets ($) | $20,604,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 693 |
| 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 | $315,000 | 351 |
| Number of Managed Accounts | $80,000 | 374 |
| Number of Non-Managed Accounts | $235,000 | 149 |
| Total fiduciary and related assets | $52,661,000 | 405 |
| Managed Assets ($) | $31,777,000 | 389 |
| Non-managed Assets ($) | $20,884,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $254,000 | 674 |
| 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 | $312,000 | 356 |
| Number of Managed Accounts | $78,000 | 378 |
| Number of Non-Managed Accounts | $234,000 | 154 |
| Total fiduciary and related assets | $53,006,000 | 413 |
| Managed Assets ($) | $32,544,000 | 392 |
| Non-managed Assets ($) | $20,462,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000 | 664 |
| 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 | $326,000 | 354 |
| Number of Managed Accounts | $84,000 | 380 |
| Number of Non-Managed Accounts | $242,000 | 149 |
| Total fiduciary and related assets | $51,831,000 | 416 |
| Managed Assets ($) | $32,383,000 | 393 |
| Non-managed Assets ($) | $19,448,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 719 |
| 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 | $334,000 | 475 |
| Number of Managed Accounts | $84,000 | 776 |
| Number of Non-Managed Accounts | $250,000 | 206 |
| Total fiduciary and related assets | $52,069,000 | 785 |
| Managed Assets ($) | $32,583,000 | 790 |
| Non-managed Assets ($) | $19,486,000 | 525 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 686 |
| 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 | $342,000 | 343 |
| Number of Managed Accounts | $85,000 | 366 |
| Number of Non-Managed Accounts | $257,000 | 156 |
| Total fiduciary and related assets | $51,085,000 | 398 |
| Managed Assets ($) | $31,850,000 | 373 |
| Non-managed Assets ($) | $19,235,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $272,000 | 660 |
| 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 | $359,000 | 346 |
| Number of Managed Accounts | $86,000 | 372 |
| Number of Non-Managed Accounts | $273,000 | 158 |
| Total fiduciary and related assets | $49,251,000 | 404 |
| Managed Assets ($) | $29,811,000 | 379 |
| Non-managed Assets ($) | $19,440,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 627 |
| 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 | $358,000 | 351 |
| Number of Managed Accounts | $87,000 | 380 |
| Number of Non-Managed Accounts | $271,000 | 162 |
| Total fiduciary and related assets | $52,631,000 | 411 |
| Managed Assets ($) | $32,735,000 | 385 |
| Non-managed Assets ($) | $19,896,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,000 | 635 |
| 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 | $352,000 | 480 |
| Number of Managed Accounts | $87,000 | 789 |
| Number of Non-Managed Accounts | $265,000 | 210 |
| Total fiduciary and related assets | $51,910,000 | 785 |
| Managed Assets ($) | $32,638,000 | 789 |
| Non-managed Assets ($) | $19,272,000 | 517 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 660 |
| 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 | $357,000 | 343 |
| Number of Managed Accounts | $88,000 | 366 |
| Number of Non-Managed Accounts | $269,000 | 154 |
| Total fiduciary and related assets | $50,981,000 | 403 |
| Managed Assets ($) | $31,793,000 | 378 |
| Non-managed Assets ($) | $19,188,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 657 |
| 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 | $359,000 | 352 |
| Number of Managed Accounts | $92,000 | 381 |
| Number of Non-Managed Accounts | $267,000 | 158 |
| Total fiduciary and related assets | $53,686,000 | 420 |
| Managed Assets ($) | $34,991,000 | 390 |
| Non-managed Assets ($) | $18,695,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 639 |
| 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 | $357,000 | 353 |
| Number of Managed Accounts | $92,000 | 383 |
| Number of Non-Managed Accounts | $265,000 | 159 |
| Total fiduciary and related assets | $53,392,000 | 424 |
| Managed Assets ($) | $34,731,000 | 391 |
| Non-managed Assets ($) | $18,661,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 706 |
| 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 | $357,000 | 478 |
| Number of Managed Accounts | $96,000 | 764 |
| Number of Non-Managed Accounts | $261,000 | 212 |
| Total fiduciary and related assets | $55,420,000 | 763 |
| Managed Assets ($) | $36,175,000 | 745 |
| Non-managed Assets ($) | $19,245,000 | 515 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 668 |
| 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 | $352,000 | 349 |
| Number of Managed Accounts | $95,000 | 368 |
| Number of Non-Managed Accounts | $257,000 | 162 |
| Total fiduciary and related assets | $56,424,000 | 411 |
| Managed Assets ($) | $37,204,000 | 380 |
| Non-managed Assets ($) | $19,220,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,000 | 685 |
| 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 | $351,000 | 356 |
| Number of Managed Accounts | $95,000 | 377 |
| Number of Non-Managed Accounts | $256,000 | 165 |
| Total fiduciary and related assets | $56,685,000 | 414 |
| Managed Assets ($) | $37,629,000 | 382 |
| Non-managed Assets ($) | $19,056,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $168,000 | 669 |
| 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 | $346,000 | 358 |
| Number of Managed Accounts | $93,000 | 383 |
| Number of Non-Managed Accounts | $253,000 | 167 |
| Total fiduciary and related assets | $51,154,000 | 425 |
| Managed Assets ($) | $32,164,000 | 392 |
| Non-managed Assets ($) | $18,990,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,000 | 677 |
| 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 | $351,000 | 501 |
| Number of Managed Accounts | $95,000 | 783 |
| Number of Non-Managed Accounts | $256,000 | 234 |
| Total fiduciary and related assets | $48,424,000 | 788 |
| Managed Assets ($) | $29,711,000 | 801 |
| Non-managed Assets ($) | $18,713,000 | 532 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 700 |
| 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 | $356,000 | 364 |
| Number of Managed Accounts | $97,000 | 389 |
| Number of Non-Managed Accounts | $259,000 | 178 |
| Total fiduciary and related assets | $51,769,000 | 423 |
| Managed Assets ($) | $34,010,000 | 397 |
| Non-managed Assets ($) | $17,759,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,000 | 715 |
| 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 | $360,000 | 367 |
| Number of Managed Accounts | $99,000 | 392 |
| Number of Non-Managed Accounts | $261,000 | 186 |
| Total fiduciary and related assets | $46,116,000 | 429 |
| Managed Assets ($) | $28,571,000 | 402 |
| Non-managed Assets ($) | $17,545,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 685 |
| 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 | $360,000 | 380 |
| Number of Managed Accounts | $105,000 | 396 |
| Number of Non-Managed Accounts | $255,000 | 191 |
| Total fiduciary and related assets | $43,556,000 | 438 |
| Managed Assets ($) | $26,182,000 | 417 |
| Non-managed Assets ($) | $17,374,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000 | 737 |
| 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 | $362,000 | 511 |
| Number of Managed Accounts | $111,000 | 748 |
| Number of Non-Managed Accounts | $251,000 | 253 |
| Total fiduciary and related assets | $43,162,000 | 816 |
| Managed Assets ($) | $26,501,000 | 834 |
| Non-managed Assets ($) | $16,661,000 | 547 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 721 |
| 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 | $345,000 | 501 |
| Number of Managed Accounts | $108,000 | 719 |
| Number of Non-Managed Accounts | $237,000 | 259 |
| Total fiduciary and related assets | $41,668,000 | 799 |
| Managed Assets ($) | $22,481,000 | 840 |
| Non-managed Assets ($) | $19,187,000 | 514 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 744 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 |