Home > Farmers and Merchants Trust Company of Chambersburg > Fiduciary and Related Services
Farmers and Merchants Trust Company of Chambersburg, 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 | $2,049,000 | 137 |
| Number of Managed Accounts | $1,999,000 | 108 |
| Number of Non-Managed Accounts | $50,000 | 381 |
| Total fiduciary and related assets | $1,055,223,000 | 244 |
| Managed Assets ($) | $939,995,000 | 217 |
| Non-managed Assets ($) | $115,228,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,185,000 | 217 |
| 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 | $5,359,000 | 216 |
| 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 | $1,986,000 | 137 |
| Number of Managed Accounts | $1,934,000 | 111 |
| Number of Non-Managed Accounts | $52,000 | 283 |
| Total fiduciary and related assets | $941,792,000 | 251 |
| Managed Assets ($) | $832,045,000 | 229 |
| Non-managed Assets ($) | $109,747,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,634,000 | 211 |
| 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 | $1,729,000 | 227 |
| 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 | $1,911,000 | 153 |
| Number of Managed Accounts | $1,860,000 | 121 |
| Number of Non-Managed Accounts | $51,000 | 391 |
| Total fiduciary and related assets | $880,893,000 | 266 |
| Managed Assets ($) | $775,097,000 | 237 |
| Non-managed Assets ($) | $105,796,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,983,000 | 232 |
| 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 | $1,858,000 | 154 |
| Number of Managed Accounts | $1,812,000 | 124 |
| Number of Non-Managed Accounts | $46,000 | 268 |
| Total fiduciary and related assets | $789,671,000 | 266 |
| Managed Assets ($) | $691,573,000 | 246 |
| Non-managed Assets ($) | $98,098,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,303,000 | 231 |
| 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 | $1,856,000 | 139 |
| Number of Managed Accounts | $1,807,000 | 114 |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Total fiduciary and related assets | $816,893,000 | 230 |
| Managed Assets ($) | $711,343,000 | 214 |
| Non-managed Assets ($) | $105,550,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,670,000 | 197 |
| 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 | $1,843,000 | 140 |
| Number of Managed Accounts | $1,795,000 | 117 |
| Number of Non-Managed Accounts | $48,000 | 236 |
| Total fiduciary and related assets | $895,413,000 | 225 |
| Managed Assets ($) | $777,859,000 | 209 |
| Non-managed Assets ($) | $117,554,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,797,000 | 206 |
| 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 | $1,820,000 | 144 |
| Number of Managed Accounts | $1,772,000 | 117 |
| Number of Non-Managed Accounts | $48,000 | 387 |
| Total fiduciary and related assets | $919,510,000 | 232 |
| Managed Assets ($) | $796,477,000 | 211 |
| Non-managed Assets ($) | $123,033,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,947,000 | 204 |
| 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 | $5,163,000 | 205 |
| 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 | $1,798,000 | 145 |
| Number of Managed Accounts | $1,751,000 | 122 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $886,217,000 | 232 |
| Managed Assets ($) | $768,818,000 | 214 |
| Non-managed Assets ($) | $117,399,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,457,000 | 200 |
| 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 | $1,599,000 | 207 |
| 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 | $1,718,000 | 150 |
| Number of Managed Accounts | $1,663,000 | 129 |
| Number of Non-Managed Accounts | $55,000 | 365 |
| Total fiduciary and related assets | $811,413,000 | 236 |
| Managed Assets ($) | $703,556,000 | 224 |
| Non-managed Assets ($) | $107,857,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,829,000 | 205 |
| 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 | $1,703,000 | 146 |
| Number of Managed Accounts | $1,646,000 | 129 |
| Number of Non-Managed Accounts | $57,000 | 234 |
| Total fiduciary and related assets | $751,796,000 | 230 |
| Managed Assets ($) | $649,225,000 | 215 |
| Non-managed Assets ($) | $102,571,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,306,000 | 202 |
| 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 | $1,712,000 | 149 |
| Number of Managed Accounts | $1,644,000 | 128 |
| Number of Non-Managed Accounts | $68,000 | 230 |
| Total fiduciary and related assets | $721,094,000 | 240 |
| Managed Assets ($) | $636,180,000 | 221 |
| Non-managed Assets ($) | $84,914,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,912,000 | 201 |
| 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 | $1,707,000 | 148 |
| Number of Managed Accounts | $1,639,000 | 127 |
| Number of Non-Managed Accounts | $68,000 | 218 |
| Total fiduciary and related assets | $653,338,000 | 233 |
| Managed Assets ($) | $580,688,000 | 213 |
| Non-managed Assets ($) | $72,650,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 207 |
| 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 | $1,701,000 | 155 |
| Number of Managed Accounts | $1,633,000 | 130 |
| Number of Non-Managed Accounts | $68,000 | 332 |
| Total fiduciary and related assets | $769,725,000 | 230 |
| Managed Assets ($) | $665,517,000 | 219 |
| Non-managed Assets ($) | $104,208,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,907,000 | 203 |
| 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 | $1,693,000 | 150 |
| Number of Managed Accounts | $1,623,000 | 129 |
| Number of Non-Managed Accounts | $70,000 | 214 |
| Total fiduciary and related assets | $736,898,000 | 228 |
| Managed Assets ($) | $640,796,000 | 217 |
| Non-managed Assets ($) | $96,102,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,405,000 | 200 |
| 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 | $1,664,000 | 152 |
| Number of Managed Accounts | $1,598,000 | 131 |
| Number of Non-Managed Accounts | $66,000 | 235 |
| Total fiduciary and related assets | $738,210,000 | 229 |
| Managed Assets ($) | $637,962,000 | 211 |
| Non-managed Assets ($) | $100,248,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,965,000 | 197 |
| 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 | $1,659,000 | 153 |
| Number of Managed Accounts | $1,587,000 | 130 |
| Number of Non-Managed Accounts | $72,000 | 224 |
| Total fiduciary and related assets | $729,425,000 | 227 |
| Managed Assets ($) | $635,639,000 | 208 |
| Non-managed Assets ($) | $93,786,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 208 |
| 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 | $1,655,000 | 155 |
| Number of Managed Accounts | $1,585,000 | 126 |
| Number of Non-Managed Accounts | $70,000 | 327 |
| Total fiduciary and related assets | $662,956,000 | 234 |
| Managed Assets ($) | $574,283,000 | 220 |
| Non-managed Assets ($) | $88,673,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,387,000 | 208 |
| 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 | $1,641,000 | 151 |
| Number of Managed Accounts | $1,578,000 | 126 |
| Number of Non-Managed Accounts | $63,000 | 237 |
| Total fiduciary and related assets | $714,190,000 | 234 |
| Managed Assets ($) | $623,582,000 | 216 |
| Non-managed Assets ($) | $90,608,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,066,000 | 208 |
| 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 | $1,634,000 | 153 |
| Number of Managed Accounts | $1,573,000 | 124 |
| Number of Non-Managed Accounts | $61,000 | 243 |
| Total fiduciary and related assets | $673,561,000 | 242 |
| Managed Assets ($) | $607,502,000 | 214 |
| Non-managed Assets ($) | $66,059,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,717,000 | 208 |
| 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 | $1,619,000 | 156 |
| Number of Managed Accounts | $1,560,000 | 125 |
| Number of Non-Managed Accounts | $59,000 | 249 |
| Total fiduciary and related assets | $662,706,000 | 246 |
| Managed Assets ($) | $596,459,000 | 216 |
| Non-managed Assets ($) | $66,247,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 213 |
| 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 | $1,619,000 | 157 |
| Number of Managed Accounts | $1,551,000 | 124 |
| Number of Non-Managed Accounts | $68,000 | 347 |
| Total fiduciary and related assets | $664,811,000 | 244 |
| Managed Assets ($) | $598,851,000 | 216 |
| Non-managed Assets ($) | $65,960,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,055,000 | 207 |
| 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 | $1,607,000 | 155 |
| Number of Managed Accounts | $1,543,000 | 127 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $641,854,000 | 244 |
| Managed Assets ($) | $575,687,000 | 217 |
| Non-managed Assets ($) | $66,167,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,758,000 | 209 |
| 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 | $1,589,000 | 153 |
| Number of Managed Accounts | $1,517,000 | 126 |
| Number of Non-Managed Accounts | $72,000 | 227 |
| Total fiduciary and related assets | $631,134,000 | 241 |
| Managed Assets ($) | $559,655,000 | 217 |
| Non-managed Assets ($) | $71,479,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,505,000 | 207 |
| 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 | $1,587,000 | 152 |
| Number of Managed Accounts | $1,517,000 | 123 |
| Number of Non-Managed Accounts | $70,000 | 229 |
| Total fiduciary and related assets | $617,670,000 | 243 |
| Managed Assets ($) | $546,689,000 | 222 |
| Non-managed Assets ($) | $70,981,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 212 |
| 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 | $1,566,000 | 154 |
| Number of Managed Accounts | $1,500,000 | 122 |
| Number of Non-Managed Accounts | $66,000 | 367 |
| Total fiduciary and related assets | $601,575,000 | 240 |
| Managed Assets ($) | $535,934,000 | 222 |
| Non-managed Assets ($) | $65,641,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,680,000 | 208 |
| 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 | $1,554,000 | 149 |
| Number of Managed Accounts | $1,491,000 | 122 |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Total fiduciary and related assets | $595,313,000 | 246 |
| Managed Assets ($) | $530,962,000 | 222 |
| Non-managed Assets ($) | $64,351,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,503,000 | 207 |
| 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 | $1,552,000 | 151 |
| Number of Managed Accounts | $1,484,000 | 124 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $584,077,000 | 249 |
| Managed Assets ($) | $520,565,000 | 225 |
| Non-managed Assets ($) | $63,512,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,353,000 | 207 |
| 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 | $1,558,000 | 147 |
| Number of Managed Accounts | $1,490,000 | 125 |
| Number of Non-Managed Accounts | $68,000 | 237 |
| Total fiduciary and related assets | $567,293,000 | 253 |
| Managed Assets ($) | $505,117,000 | 226 |
| Non-managed Assets ($) | $62,176,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 201 |
| 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 | $1,575,000 | 151 |
| Number of Managed Accounts | $1,498,000 | 123 |
| Number of Non-Managed Accounts | $77,000 | 328 |
| Total fiduciary and related assets | $567,790,000 | 254 |
| Managed Assets ($) | $503,954,000 | 229 |
| Non-managed Assets ($) | $63,836,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,692,000 | 210 |
| 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 | $1,589,000 | 146 |
| Number of Managed Accounts | $1,493,000 | 120 |
| Number of Non-Managed Accounts | $96,000 | 202 |
| Total fiduciary and related assets | $556,077,000 | 254 |
| Managed Assets ($) | $504,170,000 | 226 |
| Non-managed Assets ($) | $51,907,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,536,000 | 211 |
| 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 | $1,620,000 | 144 |
| Number of Managed Accounts | $1,474,000 | 124 |
| Number of Non-Managed Accounts | $146,000 | 173 |
| Total fiduciary and related assets | $575,826,000 | 255 |
| Managed Assets ($) | $522,029,000 | 230 |
| Non-managed Assets ($) | $53,797,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,448,000 | 208 |
| 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 | $1,608,000 | 143 |
| Number of Managed Accounts | $1,452,000 | 125 |
| Number of Non-Managed Accounts | $156,000 | 170 |
| Total fiduciary and related assets | $585,239,000 | 259 |
| Managed Assets ($) | $523,378,000 | 227 |
| Non-managed Assets ($) | $61,861,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 215 |
| 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 | $1,602,000 | 145 |
| Number of Managed Accounts | $1,439,000 | 123 |
| Number of Non-Managed Accounts | $163,000 | 225 |
| Total fiduciary and related assets | $580,497,000 | 257 |
| Managed Assets ($) | $517,814,000 | 230 |
| Non-managed Assets ($) | $62,683,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,221,000 | 219 |
| 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 | $1,612,000 | 141 |
| Number of Managed Accounts | $1,441,000 | 122 |
| Number of Non-Managed Accounts | $171,000 | 157 |
| Total fiduciary and related assets | $566,629,000 | 255 |
| Managed Assets ($) | $510,552,000 | 226 |
| Non-managed Assets ($) | $56,077,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,080,000 | 219 |
| 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 | $1,610,000 | 139 |
| Number of Managed Accounts | $1,447,000 | 121 |
| Number of Non-Managed Accounts | $163,000 | 159 |
| Total fiduciary and related assets | $569,836,000 | 254 |
| Managed Assets ($) | $512,230,000 | 226 |
| Non-managed Assets ($) | $57,606,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,046,000 | 219 |
| 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 | $1,576,000 | 141 |
| Number of Managed Accounts | $1,406,000 | 122 |
| Number of Non-Managed Accounts | $170,000 | 160 |
| Total fiduciary and related assets | $559,863,000 | 254 |
| Managed Assets ($) | $498,159,000 | 225 |
| Non-managed Assets ($) | $61,704,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,009,000 | 228 |
| 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 | $1,579,000 | 145 |
| Number of Managed Accounts | $1,409,000 | 119 |
| Number of Non-Managed Accounts | $170,000 | 219 |
| Total fiduciary and related assets | $554,880,000 | 252 |
| Managed Assets ($) | $492,923,000 | 222 |
| Non-managed Assets ($) | $61,957,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,044,000 | 209 |
| 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 | $1,605,000 | 140 |
| Number of Managed Accounts | $1,427,000 | 113 |
| Number of Non-Managed Accounts | $178,000 | 161 |
| Total fiduciary and related assets | $542,323,000 | 251 |
| Managed Assets ($) | $479,206,000 | 222 |
| Non-managed Assets ($) | $63,117,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,032,000 | 204 |
| 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 | $1,617,000 | 139 |
| Number of Managed Accounts | $1,436,000 | 109 |
| Number of Non-Managed Accounts | $181,000 | 162 |
| Total fiduciary and related assets | $539,302,000 | 248 |
| Managed Assets ($) | $475,250,000 | 214 |
| Non-managed Assets ($) | $64,052,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,976,000 | 210 |
| 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 | $1,615,000 | 141 |
| Number of Managed Accounts | $1,424,000 | 110 |
| Number of Non-Managed Accounts | $191,000 | 162 |
| Total fiduciary and related assets | $528,456,000 | 251 |
| Managed Assets ($) | $466,739,000 | 214 |
| Non-managed Assets ($) | $61,717,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $926,000 | 220 |
| 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 | $1,629,000 | 142 |
| Number of Managed Accounts | $1,442,000 | 108 |
| Number of Non-Managed Accounts | $187,000 | 220 |
| Total fiduciary and related assets | $507,245,000 | 253 |
| Managed Assets ($) | $447,440,000 | 215 |
| Non-managed Assets ($) | $59,805,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,636,000 | 213 |
| 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 | $1,645,000 | 133 |
| Number of Managed Accounts | $1,448,000 | 108 |
| Number of Non-Managed Accounts | $197,000 | 153 |
| Total fiduciary and related assets | $489,435,000 | 256 |
| Managed Assets ($) | $435,757,000 | 219 |
| Non-managed Assets ($) | $53,678,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,633,000 | 220 |
| 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 | $1,654,000 | 132 |
| Number of Managed Accounts | $1,457,000 | 106 |
| Number of Non-Managed Accounts | $197,000 | 154 |
| Total fiduciary and related assets | $490,522,000 | 251 |
| Managed Assets ($) | $426,634,000 | 214 |
| Non-managed Assets ($) | $63,888,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 219 |
| 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 | $1,650,000 | 135 |
| Number of Managed Accounts | $1,442,000 | 108 |
| Number of Non-Managed Accounts | $208,000 | 149 |
| Total fiduciary and related assets | $490,517,000 | 247 |
| Managed Assets ($) | $429,356,000 | 217 |
| Non-managed Assets ($) | $61,161,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 224 |
| 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 | $1,669,000 | 138 |
| Number of Managed Accounts | $1,455,000 | 110 |
| Number of Non-Managed Accounts | $214,000 | 198 |
| Total fiduciary and related assets | $472,433,000 | 245 |
| Managed Assets ($) | $407,781,000 | 219 |
| Non-managed Assets ($) | $64,652,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,455,000 | 182 |
| 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 | $1,683,000 | 132 |
| Number of Managed Accounts | $1,464,000 | 111 |
| Number of Non-Managed Accounts | $219,000 | 146 |
| Total fiduciary and related assets | $476,971,000 | 234 |
| Managed Assets ($) | $413,094,000 | 212 |
| Non-managed Assets ($) | $63,877,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,634,000 | 178 |
| 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 | $1,680,000 | 133 |
| Number of Managed Accounts | $1,461,000 | 114 |
| Number of Non-Managed Accounts | $219,000 | 150 |
| Total fiduciary and related assets | $499,626,000 | 236 |
| Managed Assets ($) | $429,831,000 | 212 |
| Non-managed Assets ($) | $69,795,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 176 |
| 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 | $1,696,000 | 126 |
| Number of Managed Accounts | $1,471,000 | 106 |
| Number of Non-Managed Accounts | $225,000 | 149 |
| Total fiduciary and related assets | $493,587,000 | 240 |
| Managed Assets ($) | $428,150,000 | 209 |
| Non-managed Assets ($) | $65,437,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $843,000 | 194 |
| 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 | $1,693,000 | 133 |
| Number of Managed Accounts | $1,463,000 | 105 |
| Number of Non-Managed Accounts | $230,000 | 193 |
| Total fiduciary and related assets | $480,972,000 | 245 |
| Managed Assets ($) | $416,089,000 | 208 |
| Non-managed Assets ($) | $64,883,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,385,000 | 185 |
| 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 | $1,688,000 | 125 |
| Number of Managed Accounts | $1,454,000 | 104 |
| Number of Non-Managed Accounts | $234,000 | 148 |
| Total fiduciary and related assets | $468,230,000 | 246 |
| Managed Assets ($) | $403,399,000 | 206 |
| Non-managed Assets ($) | $64,831,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,571,000 | 182 |
| 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 | $1,711,000 | 124 |
| Number of Managed Accounts | $1,472,000 | 102 |
| Number of Non-Managed Accounts | $239,000 | 148 |
| Total fiduciary and related assets | $448,269,000 | 243 |
| Managed Assets ($) | $382,817,000 | 211 |
| Non-managed Assets ($) | $65,452,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,809,000 | 174 |
| 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 | $1,718,000 | 122 |
| Number of Managed Accounts | $1,467,000 | 101 |
| Number of Non-Managed Accounts | $251,000 | 147 |
| Total fiduciary and related assets | $455,460,000 | 251 |
| Managed Assets ($) | $392,822,000 | 210 |
| Non-managed Assets ($) | $62,638,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 176 |
| 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 | $1,726,000 | 130 |
| Number of Managed Accounts | $1,469,000 | 104 |
| Number of Non-Managed Accounts | $257,000 | 195 |
| Total fiduciary and related assets | $451,325,000 | 249 |
| Managed Assets ($) | $389,646,000 | 216 |
| Non-managed Assets ($) | $61,679,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 194 |
| 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 | $1,732,000 | 124 |
| Number of Managed Accounts | $1,464,000 | 99 |
| Number of Non-Managed Accounts | $268,000 | 139 |
| Total fiduciary and related assets | $450,390,000 | 248 |
| Managed Assets ($) | $387,887,000 | 213 |
| Non-managed Assets ($) | $62,503,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,277,000 | 194 |
| 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 | $1,753,000 | 120 |
| Number of Managed Accounts | $1,481,000 | 100 |
| Number of Non-Managed Accounts | $272,000 | 140 |
| Total fiduciary and related assets | $432,426,000 | 248 |
| Managed Assets ($) | $364,874,000 | 220 |
| Non-managed Assets ($) | $67,552,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,510,000 | 198 |
| 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 | $1,773,000 | 117 |
| Number of Managed Accounts | $1,499,000 | 99 |
| Number of Non-Managed Accounts | $274,000 | 139 |
| Total fiduciary and related assets | $419,232,000 | 244 |
| Managed Assets ($) | $349,119,000 | 217 |
| Non-managed Assets ($) | $70,113,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $766,000 | 191 |
| 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 | $1,785,000 | 132 |
| Number of Managed Accounts | $1,488,000 | 104 |
| Number of Non-Managed Accounts | $297,000 | 183 |
| Total fiduciary and related assets | $454,652,000 | 236 |
| Managed Assets ($) | $375,271,000 | 216 |
| Non-managed Assets ($) | $79,381,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,996,000 | 207 |
| 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 | $1,575,000 | 138 |
| Number of Managed Accounts | $1,351,000 | 115 |
| Number of Non-Managed Accounts | $224,000 | 157 |
| Total fiduciary and related assets | $416,810,000 | 265 |
| Managed Assets ($) | $342,478,000 | 233 |
| Non-managed Assets ($) | $74,332,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,273,000 | 213 |
| 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 | $1,612,000 | 136 |
| Number of Managed Accounts | $1,381,000 | 115 |
| Number of Non-Managed Accounts | $231,000 | 163 |
| Total fiduciary and related assets | $429,551,000 | 273 |
| Managed Assets ($) | $353,180,000 | 238 |
| Non-managed Assets ($) | $76,371,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,519,000 | 215 |
| 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 | $1,647,000 | 135 |
| Number of Managed Accounts | $1,411,000 | 109 |
| Number of Non-Managed Accounts | $236,000 | 161 |
| Total fiduciary and related assets | $430,417,000 | 282 |
| Managed Assets ($) | $352,884,000 | 244 |
| Non-managed Assets ($) | $77,533,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 209 |
| 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 | $1,497,000 | 151 |
| Number of Managed Accounts | $1,271,000 | 129 |
| Number of Non-Managed Accounts | $226,000 | 218 |
| Total fiduciary and related assets | $503,974,000 | 261 |
| Managed Assets ($) | $359,337,000 | 244 |
| Non-managed Assets ($) | $144,637,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,690,000 | 191 |
| 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 | $1,460,000 | 147 |
| Number of Managed Accounts | $1,229,000 | 130 |
| Number of Non-Managed Accounts | $231,000 | 151 |
| Total fiduciary and related assets | $517,437,000 | 254 |
| Managed Assets ($) | $370,261,000 | 239 |
| Non-managed Assets ($) | $147,176,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,915,000 | 180 |
| 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 | $1,472,000 | 145 |
| Number of Managed Accounts | $1,234,000 | 131 |
| Number of Non-Managed Accounts | $238,000 | 152 |
| Total fiduciary and related assets | $640,141,000 | 230 |
| Managed Assets ($) | $462,581,000 | 216 |
| Non-managed Assets ($) | $177,560,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 209 |
| 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 | $1,484,000 | 142 |
| Number of Managed Accounts | $1,245,000 | 128 |
| Number of Non-Managed Accounts | $239,000 | 151 |
| Total fiduciary and related assets | $514,795,000 | 257 |
| Managed Assets ($) | $370,194,000 | 237 |
| Non-managed Assets ($) | $144,601,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 198 |
| 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 | $1,479,000 | 150 |
| Number of Managed Accounts | $1,237,000 | 131 |
| Number of Non-Managed Accounts | $242,000 | 210 |
| Total fiduciary and related assets | $534,391,000 | 250 |
| Managed Assets ($) | $370,971,000 | 235 |
| Non-managed Assets ($) | $163,420,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,942,000 | 205 |
| 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 | $1,498,000 | 144 |
| Number of Managed Accounts | $1,232,000 | 132 |
| Number of Non-Managed Accounts | $266,000 | 154 |
| Total fiduciary and related assets | $479,079,000 | 263 |
| Managed Assets ($) | $360,300,000 | 241 |
| Non-managed Assets ($) | $118,779,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,071,000 | 223 |
| 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 | $1,501,000 | 148 |
| Number of Managed Accounts | $1,231,000 | 137 |
| Number of Non-Managed Accounts | $270,000 | 159 |
| Total fiduciary and related assets | $465,032,000 | 268 |
| Managed Assets ($) | $354,433,000 | 245 |
| Non-managed Assets ($) | $110,599,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 228 |
| 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 | $1,512,000 | 149 |
| Number of Managed Accounts | $1,227,000 | 139 |
| Number of Non-Managed Accounts | $285,000 | 154 |
| Total fiduciary and related assets | $465,917,000 | 270 |
| Managed Assets ($) | $349,793,000 | 246 |
| Non-managed Assets ($) | $116,124,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 230 |
| 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 | $1,483,000 | 159 |
| Number of Managed Accounts | $1,188,000 | 142 |
| Number of Non-Managed Accounts | $295,000 | 188 |
| Total fiduciary and related assets | $407,557,000 | 291 |
| Managed Assets ($) | $346,851,000 | 243 |
| Non-managed Assets ($) | $60,706,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,487,000 | 233 |
| 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 | $1,557,000 | 139 |
| Number of Managed Accounts | $1,216,000 | 134 |
| Number of Non-Managed Accounts | $341,000 | 136 |
| Total fiduciary and related assets | $403,970,000 | 284 |
| Managed Assets ($) | $343,843,000 | 240 |
| Non-managed Assets ($) | $60,127,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,860,000 | 228 |
| 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 | $1,610,000 | 138 |
| Number of Managed Accounts | $1,243,000 | 128 |
| Number of Non-Managed Accounts | $367,000 | 135 |
| Total fiduciary and related assets | $416,299,000 | 275 |
| Managed Assets ($) | $353,787,000 | 236 |
| Non-managed Assets ($) | $62,512,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 227 |
| 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 | $1,602,000 | 141 |
| Number of Managed Accounts | $1,234,000 | 130 |
| Number of Non-Managed Accounts | $368,000 | 136 |
| Total fiduciary and related assets | $408,802,000 | 278 |
| Managed Assets ($) | $350,936,000 | 236 |
| Non-managed Assets ($) | $57,866,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 235 |
| 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 | $1,598,000 | 153 |
| Number of Managed Accounts | $1,230,000 | 133 |
| Number of Non-Managed Accounts | $368,000 | 172 |
| Total fiduciary and related assets | $410,332,000 | 277 |
| Managed Assets ($) | $351,326,000 | 232 |
| Non-managed Assets ($) | $59,006,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,300,000 | 234 |
| 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 | $1,600,000 | 141 |
| Number of Managed Accounts | $1,225,000 | 133 |
| Number of Non-Managed Accounts | $375,000 | 134 |
| Total fiduciary and related assets | $387,167,000 | 280 |
| Managed Assets ($) | $329,389,000 | 233 |
| Non-managed Assets ($) | $57,778,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 239 |
| 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 | $1,591,000 | 136 |
| Number of Managed Accounts | $1,242,000 | 130 |
| Number of Non-Managed Accounts | $349,000 | 139 |
| Total fiduciary and related assets | $382,906,000 | 285 |
| Managed Assets ($) | $326,373,000 | 235 |
| Non-managed Assets ($) | $56,533,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 251 |
| 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 | $1,592,000 | 137 |
| Number of Managed Accounts | $1,242,000 | 134 |
| Number of Non-Managed Accounts | $350,000 | 140 |
| Total fiduciary and related assets | $350,035,000 | 300 |
| Managed Assets ($) | $291,559,000 | 251 |
| Non-managed Assets ($) | $58,476,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 254 |
| 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 | $1,587,000 | 150 |
| Number of Managed Accounts | $1,210,000 | 144 |
| Number of Non-Managed Accounts | $377,000 | 180 |
| Total fiduciary and related assets | $337,470,000 | 315 |
| Managed Assets ($) | $276,923,000 | 265 |
| Non-managed Assets ($) | $60,547,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 244 |
| 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 | $1,556,000 | 149 |
| Number of Managed Accounts | $1,179,000 | 147 |
| Number of Non-Managed Accounts | $377,000 | 155 |
| Total fiduciary and related assets | $318,189,000 | 323 |
| Managed Assets ($) | $258,537,000 | 270 |
| Non-managed Assets ($) | $59,652,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,594,000 | 259 |
| 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 | $1,539,000 | 157 |
| Number of Managed Accounts | $1,162,000 | 148 |
| Number of Non-Managed Accounts | $377,000 | 154 |
| Total fiduciary and related assets | $382,562,000 | 298 |
| Managed Assets ($) | $253,923,000 | 277 |
| Non-managed Assets ($) | $128,639,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,054,000 | 267 |
| 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 | $1,544,000 | 163 |
| Number of Managed Accounts | $1,167,000 | 152 |
| Number of Non-Managed Accounts | $377,000 | 165 |
| Total fiduciary and related assets | $352,666,000 | 308 |
| Managed Assets ($) | $233,573,000 | 287 |
| Non-managed Assets ($) | $119,093,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 268 |
| 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 | $1,527,000 | 170 |
| Number of Managed Accounts | $1,149,000 | 161 |
| Number of Non-Managed Accounts | $378,000 | 200 |
| Total fiduciary and related assets | $352,561,000 | 311 |
| Managed Assets ($) | $231,144,000 | 292 |
| Non-managed Assets ($) | $121,417,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,028,000 | 283 |
| 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 | $1,498,000 | 153 |
| Number of Managed Accounts | $1,099,000 | 150 |
| Number of Non-Managed Accounts | $399,000 | 170 |
| Total fiduciary and related assets | $375,171,000 | 288 |
| Managed Assets ($) | $246,899,000 | 279 |
| Non-managed Assets ($) | $128,272,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 289 |
| 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 | $2,267,000 | 273 |
| 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 | $2,248,000 | 310 |
| 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 | $1,847,000 | 335 |
| 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 | $1,431,000 | 388 |
| 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 | $1,175,000 | 466 |
| 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 | $1,166,000 | 497 |
| 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 | $1,038,000 | 518 |
| 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 | $943,000 | 559 |
| 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 | $819,000 | 600 |