Home > German American Bank > Fiduciary and Related Services
German American Bank, 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 | $1,836,000 | 149 |
| Number of Managed Accounts | $1,756,000 | 121 |
| Number of Non-Managed Accounts | $80,000 | 295 |
| Total fiduciary and related assets | $1,963,114,000 | 182 |
| Managed Assets ($) | $1,694,836,000 | 154 |
| Non-managed Assets ($) | $268,278,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,562,000 | 196 |
| 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 | $1,826,000 | 145 |
| Number of Managed Accounts | $1,746,000 | 118 |
| Number of Non-Managed Accounts | $80,000 | 213 |
| Total fiduciary and related assets | $1,784,870,000 | 184 |
| Managed Assets ($) | $1,566,113,000 | 157 |
| Non-managed Assets ($) | $218,757,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,279,000 | 199 |
| 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 | $1,744,000 | 153 |
| Number of Managed Accounts | $1,667,000 | 125 |
| Number of Non-Managed Accounts | $77,000 | 237 |
| Total fiduciary and related assets | $1,732,879,000 | 185 |
| Managed Assets ($) | $1,551,045,000 | 158 |
| Non-managed Assets ($) | $181,834,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,113,000 | 196 |
| 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 | $1,648,000 | 167 |
| Number of Managed Accounts | $1,569,000 | 139 |
| Number of Non-Managed Accounts | $79,000 | 218 |
| Total fiduciary and related assets | $1,676,501,000 | 196 |
| Managed Assets ($) | $1,503,209,000 | 165 |
| Non-managed Assets ($) | $173,292,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,923,000 | 213 |
| 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 | $1,543,000 | 176 |
| Number of Managed Accounts | $1,462,000 | 148 |
| Number of Non-Managed Accounts | $81,000 | 296 |
| Total fiduciary and related assets | $1,447,873,000 | 208 |
| Managed Assets ($) | $1,276,913,000 | 181 |
| Non-managed Assets ($) | $170,960,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,215,000 | 224 |
| 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 | $1,456,000 | 179 |
| Number of Managed Accounts | $1,377,000 | 151 |
| Number of Non-Managed Accounts | $79,000 | 218 |
| Total fiduciary and related assets | $1,281,062,000 | 214 |
| Managed Assets ($) | $1,115,421,000 | 189 |
| Non-managed Assets ($) | $165,641,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,483,000 | 223 |
| 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 | $1,386,000 | 167 |
| Number of Managed Accounts | $1,316,000 | 146 |
| Number of Non-Managed Accounts | $70,000 | 224 |
| Total fiduciary and related assets | $1,273,442,000 | 184 |
| Managed Assets ($) | $1,094,802,000 | 163 |
| Non-managed Assets ($) | $178,640,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,789,000 | 189 |
| 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 | $1,365,000 | 169 |
| Number of Managed Accounts | $1,294,000 | 148 |
| Number of Non-Managed Accounts | $71,000 | 205 |
| Total fiduciary and related assets | $1,370,914,000 | 187 |
| Managed Assets ($) | $1,168,686,000 | 165 |
| Non-managed Assets ($) | $202,228,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,849,000 | 200 |
| 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 | $1,384,000 | 169 |
| Number of Managed Accounts | $1,306,000 | 145 |
| Number of Non-Managed Accounts | $78,000 | 275 |
| Total fiduciary and related assets | $1,410,035,000 | 193 |
| Managed Assets ($) | $1,198,274,000 | 169 |
| Non-managed Assets ($) | $211,761,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,212,000 | 198 |
| 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 | $1,350,000 | 171 |
| Number of Managed Accounts | $1,270,000 | 150 |
| Number of Non-Managed Accounts | $80,000 | 197 |
| Total fiduciary and related assets | $1,391,721,000 | 192 |
| Managed Assets ($) | $1,181,771,000 | 168 |
| Non-managed Assets ($) | $209,950,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,319,000 | 199 |
| 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 | $1,338,000 | 177 |
| Number of Managed Accounts | $1,258,000 | 154 |
| Number of Non-Managed Accounts | $80,000 | 212 |
| Total fiduciary and related assets | $1,373,513,000 | 191 |
| Managed Assets ($) | $1,170,928,000 | 168 |
| Non-managed Assets ($) | $202,585,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,449,000 | 201 |
| 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 | $1,280,000 | 180 |
| Number of Managed Accounts | $1,207,000 | 159 |
| Number of Non-Managed Accounts | $73,000 | 210 |
| Total fiduciary and related assets | $1,274,568,000 | 196 |
| Managed Assets ($) | $1,082,941,000 | 171 |
| Non-managed Assets ($) | $191,627,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 206 |
| 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 | $1,239,000 | 189 |
| Number of Managed Accounts | $1,167,000 | 163 |
| Number of Non-Managed Accounts | $72,000 | 307 |
| Total fiduciary and related assets | $1,183,737,000 | 200 |
| Managed Assets ($) | $996,820,000 | 178 |
| Non-managed Assets ($) | $186,917,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,518,000 | 210 |
| 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 | $1,183,000 | 190 |
| Number of Managed Accounts | $1,105,000 | 165 |
| Number of Non-Managed Accounts | $78,000 | 206 |
| Total fiduciary and related assets | $1,063,284,000 | 200 |
| Managed Assets ($) | $880,087,000 | 178 |
| Non-managed Assets ($) | $183,197,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,015,000 | 210 |
| 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 | $1,149,000 | 198 |
| Number of Managed Accounts | $1,083,000 | 174 |
| Number of Non-Managed Accounts | $66,000 | 233 |
| Total fiduciary and related assets | $1,007,429,000 | 204 |
| Managed Assets ($) | $844,072,000 | 182 |
| Non-managed Assets ($) | $163,357,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,675,000 | 209 |
| 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 | $1,158,000 | 193 |
| Number of Managed Accounts | $1,089,000 | 167 |
| Number of Non-Managed Accounts | $69,000 | 217 |
| Total fiduciary and related assets | $929,930,000 | 200 |
| Managed Assets ($) | $765,182,000 | 178 |
| Non-managed Assets ($) | $164,748,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,360,000 | 210 |
| 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 | $1,138,000 | 206 |
| Number of Managed Accounts | $1,067,000 | 175 |
| Number of Non-Managed Accounts | $71,000 | 322 |
| Total fiduciary and related assets | $1,034,567,000 | 202 |
| Managed Assets ($) | $848,023,000 | 186 |
| Non-managed Assets ($) | $186,544,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,861,000 | 218 |
| 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 | $1,103,000 | 198 |
| Number of Managed Accounts | $1,031,000 | 177 |
| Number of Non-Managed Accounts | $72,000 | 211 |
| Total fiduciary and related assets | $974,472,000 | 201 |
| Managed Assets ($) | $799,721,000 | 184 |
| Non-managed Assets ($) | $174,751,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,574,000 | 217 |
| 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 | $1,067,000 | 209 |
| Number of Managed Accounts | $995,000 | 184 |
| Number of Non-Managed Accounts | $72,000 | 222 |
| Total fiduciary and related assets | $941,978,000 | 202 |
| Managed Assets ($) | $755,807,000 | 194 |
| Non-managed Assets ($) | $186,171,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,311,000 | 223 |
| 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 | $1,046,000 | 214 |
| Number of Managed Accounts | $972,000 | 189 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $935,385,000 | 203 |
| Managed Assets ($) | $748,768,000 | 192 |
| Non-managed Assets ($) | $186,617,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,026,000 | 234 |
| 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 | $1,015,000 | 227 |
| Number of Managed Accounts | $944,000 | 192 |
| Number of Non-Managed Accounts | $71,000 | 323 |
| Total fiduciary and related assets | $833,836,000 | 209 |
| Managed Assets ($) | $667,110,000 | 196 |
| Non-managed Assets ($) | $166,726,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,466,000 | 223 |
| 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 | $970,000 | 224 |
| Number of Managed Accounts | $898,000 | 195 |
| Number of Non-Managed Accounts | $72,000 | 226 |
| Total fiduciary and related assets | $852,300,000 | 217 |
| Managed Assets ($) | $674,130,000 | 203 |
| Non-managed Assets ($) | $178,170,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,378,000 | 223 |
| 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 | $947,000 | 228 |
| Number of Managed Accounts | $879,000 | 201 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $770,586,000 | 223 |
| Managed Assets ($) | $605,359,000 | 217 |
| Non-managed Assets ($) | $165,227,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,315,000 | 223 |
| 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 | $896,000 | 237 |
| Number of Managed Accounts | $829,000 | 208 |
| Number of Non-Managed Accounts | $67,000 | 237 |
| Total fiduciary and related assets | $702,405,000 | 235 |
| Managed Assets ($) | $547,768,000 | 222 |
| Non-managed Assets ($) | $154,637,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 219 |
| 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 | $858,000 | 252 |
| Number of Managed Accounts | $791,000 | 216 |
| Number of Non-Managed Accounts | $67,000 | 351 |
| Total fiduciary and related assets | $678,972,000 | 237 |
| Managed Assets ($) | $513,845,000 | 229 |
| Non-managed Assets ($) | $165,127,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,357,000 | 259 |
| 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 | $829,000 | 242 |
| Number of Managed Accounts | $766,000 | 212 |
| Number of Non-Managed Accounts | $63,000 | 239 |
| Total fiduciary and related assets | $651,690,000 | 241 |
| Managed Assets ($) | $498,655,000 | 231 |
| Non-managed Assets ($) | $153,035,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,484,000 | 262 |
| 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 | $816,000 | 245 |
| Number of Managed Accounts | $748,000 | 216 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $618,238,000 | 244 |
| Managed Assets ($) | $473,129,000 | 237 |
| Non-managed Assets ($) | $145,109,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 263 |
| 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 | $785,000 | 253 |
| Number of Managed Accounts | $711,000 | 226 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $594,278,000 | 250 |
| Managed Assets ($) | $456,551,000 | 247 |
| Non-managed Assets ($) | $137,727,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $735,000 | 277 |
| 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 | $755,000 | 267 |
| Number of Managed Accounts | $685,000 | 233 |
| Number of Non-Managed Accounts | $70,000 | 349 |
| Total fiduciary and related assets | $552,774,000 | 255 |
| Managed Assets ($) | $418,266,000 | 256 |
| Non-managed Assets ($) | $134,508,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 280 |
| 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 | $727,000 | 260 |
| Number of Managed Accounts | $656,000 | 239 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $529,175,000 | 258 |
| Managed Assets ($) | $401,905,000 | 259 |
| Non-managed Assets ($) | $127,270,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,977,000 | 285 |
| 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 | $716,000 | 263 |
| Number of Managed Accounts | $633,000 | 247 |
| Number of Non-Managed Accounts | $83,000 | 217 |
| Total fiduciary and related assets | $510,571,000 | 262 |
| Managed Assets ($) | $382,119,000 | 267 |
| Non-managed Assets ($) | $128,452,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 297 |
| 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 | $593,000 | 288 |
| Number of Managed Accounts | $539,000 | 260 |
| Number of Non-Managed Accounts | $54,000 | 263 |
| Total fiduciary and related assets | $432,231,000 | 289 |
| Managed Assets ($) | $328,669,000 | 287 |
| Non-managed Assets ($) | $103,562,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 310 |
| 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 | $556,000 | 322 |
| Number of Managed Accounts | $499,000 | 280 |
| Number of Non-Managed Accounts | $57,000 | 409 |
| Total fiduciary and related assets | $423,144,000 | 293 |
| Managed Assets ($) | $316,075,000 | 292 |
| Non-managed Assets ($) | $107,069,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,108,000 | 326 |
| 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 | $542,000 | 301 |
| Number of Managed Accounts | $488,000 | 269 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $402,887,000 | 299 |
| Managed Assets ($) | $303,342,000 | 296 |
| Non-managed Assets ($) | $99,545,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,578,000 | 327 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $525,000 | 306 |
| Number of Managed Accounts | $470,000 | 277 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $398,721,000 | 309 |
| Managed Assets ($) | $306,611,000 | 301 |
| Non-managed Assets ($) | $92,110,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 337 |
| 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 | $509,000 | 309 |
| Number of Managed Accounts | $456,000 | 278 |
| Number of Non-Managed Accounts | $53,000 | 270 |
| Total fiduciary and related assets | $397,111,000 | 313 |
| Managed Assets ($) | $305,527,000 | 302 |
| Non-managed Assets ($) | $91,584,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 335 |
| 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 | $487,000 | 357 |
| Number of Managed Accounts | $434,000 | 305 |
| Number of Non-Managed Accounts | $53,000 | 442 |
| Total fiduciary and related assets | $382,208,000 | 319 |
| Managed Assets ($) | $295,082,000 | 308 |
| Non-managed Assets ($) | $87,126,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,696,000 | 365 |
| 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 | $456,000 | 323 |
| Number of Managed Accounts | $427,000 | 285 |
| Number of Non-Managed Accounts | $29,000 | 308 |
| Total fiduciary and related assets | $313,763,000 | 349 |
| Managed Assets ($) | $287,838,000 | 308 |
| Non-managed Assets ($) | $25,925,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 366 |
| 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 | $443,000 | 331 |
| Number of Managed Accounts | $415,000 | 293 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $292,637,000 | 360 |
| Managed Assets ($) | $267,557,000 | 316 |
| Non-managed Assets ($) | $25,080,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 380 |
| 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 | $426,000 | 334 |
| Number of Managed Accounts | $398,000 | 299 |
| Number of Non-Managed Accounts | $28,000 | 309 |
| Total fiduciary and related assets | $281,062,000 | 366 |
| Managed Assets ($) | $238,253,000 | 330 |
| Non-managed Assets ($) | $42,809,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $385,000 | 381 |
| 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 | $416,000 | 402 |
| Number of Managed Accounts | $392,000 | 324 |
| Number of Non-Managed Accounts | $24,000 | 642 |
| Total fiduciary and related assets | $254,247,000 | 385 |
| Managed Assets ($) | $231,421,000 | 334 |
| Non-managed Assets ($) | $22,826,000 | 455 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,700,000 | 354 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,284,000 | 351 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 345 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 330 |
| 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 | $415,000 | 403 |
| Number of Managed Accounts | $391,000 | 324 |
| Number of Non-Managed Accounts | $24,000 | 665 |
| Total fiduciary and related assets | $219,463,000 | 388 |
| Managed Assets ($) | $190,408,000 | 349 |
| Non-managed Assets ($) | $29,055,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,264,000 | 396 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 397 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $603,000 | 404 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $287,000 | 416 |
| 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 | $374,000 | 428 |
| Number of Managed Accounts | $358,000 | 348 |
| Number of Non-Managed Accounts | $16,000 | 753 |
| Total fiduciary and related assets | $173,447,000 | 423 |
| Managed Assets ($) | $167,358,000 | 354 |
| Non-managed Assets ($) | $6,089,000 | 682 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 436 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 474 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 530 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,000 | 551 |
| 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 | $241,000 | 442 |
| Number of Non-Managed Accounts | $18,000 | 766 |
| Total fiduciary and related assets | $82,086,000 | 617 |
| Managed Assets ($) | $74,636,000 | 552 |
| Non-managed Assets ($) | $7,450,000 | 671 |
| Memoranda | ||
| Gross Fiduciary activities income | $589,000 | 521 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,000 | 525 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 517 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 501 |
| 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 | $294,000 | 514 |
| Number of Managed Accounts | $270,000 | 410 |
| Number of Non-Managed Accounts | $24,000 | 728 |
| Total fiduciary and related assets | $72,356,000 | 650 |
| Managed Assets ($) | $65,825,000 | 568 |
| Non-managed Assets ($) | $6,531,000 | 698 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 516 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $423,000 | 519 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,000 | 526 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,000 | 546 |
| 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 | $346,000 | 477 |
| Number of Managed Accounts | $315,000 | 385 |
| Number of Non-Managed Accounts | $31,000 | 660 |
| Total fiduciary and related assets | $65,529,000 | 669 |
| Managed Assets ($) | $58,105,000 | 600 |
| Non-managed Assets ($) | $7,424,000 | 657 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 503 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 502 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 505 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,000 | 518 |
| 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 | $331,000 | 496 |
| Number of Managed Accounts | $302,000 | 398 |
| Number of Non-Managed Accounts | $29,000 | 688 |
| Total fiduciary and related assets | $72,802,000 | 692 |
| Managed Assets ($) | $60,159,000 | 641 |
| Non-managed Assets ($) | $12,643,000 | 604 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 504 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $531,000 | 511 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 521 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 555 |
| 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 | $318,000 | 494 |
| Number of Managed Accounts | $289,000 | 398 |
| Number of Non-Managed Accounts | $29,000 | 699 |
| Total fiduciary and related assets | $68,661,000 | 709 |
| Managed Assets ($) | $57,258,000 | 651 |
| Non-managed Assets ($) | $11,403,000 | 624 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 510 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 511 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 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 | $457,000 | 405 |
| Number of Managed Accounts | $429,000 | 321 |
| Number of Non-Managed Accounts | $28,000 | 733 |
| Total fiduciary and related assets | $61,767,000 | 731 |
| Managed Assets ($) | $52,715,000 | 660 |
| Non-managed Assets ($) | $9,052,000 | 671 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000 | 1,452 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000 | 1,379 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,384 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,320 |
| 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 | $428,000 | 423 |
| Number of Managed Accounts | $403,000 | 330 |
| Number of Non-Managed Accounts | $25,000 | 776 |
| Total fiduciary and related assets | $69,541,000 | 693 |
| Managed Assets ($) | $60,171,000 | 616 |
| Non-managed Assets ($) | $9,370,000 | 657 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,536 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,478 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,443 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 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 | $396,000 | 463 |
| Number of Managed Accounts | $368,000 | 355 |
| Number of Non-Managed Accounts | $28,000 | 769 |
| Total fiduciary and related assets | $41,518,000 | 829 |
| Managed Assets ($) | $30,002,000 | 794 |
| Non-managed Assets ($) | $11,516,000 | 628 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,575 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,533 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,488 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 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 | $122,000 | 884 |
| Number of Managed Accounts | $102,000 | 779 |
| Number of Non-Managed Accounts | $20,000 | 862 |
| Total fiduciary and related assets | $30,391,000 | 917 |
| Managed Assets ($) | $22,246,000 | 887 |
| Non-managed Assets ($) | $8,145,000 | 689 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,000 | 1,006 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $76,000 | 1,009 |
| Number of Managed Accounts | $66,000 | 902 |
| Number of Non-Managed Accounts | $10,000 | 973 |
| Total fiduciary and related assets | $14,035,000 | 1,060 |
| Managed Assets ($) | $9,240,000 | 1,053 |
| Non-managed Assets ($) | $4,795,000 | 785 |
| Memoranda | ||
| Gross Fiduciary activities income | $220,000 | 812 |
| 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 | $222,000 | 783 |
| 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 | $214,000 | 847 |
| 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 | $254,000 | 821 |
| 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 | $253,000 | 843 |
| 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 | $177,000 | 998 |
| 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 | $182,000 | 1,028 |
| 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 | $167,000 | 1,054 |
| 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 | $137,000 | 1,147 |
| 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 | $127,000 | 1,201 |