Home > Greenfield Banking Company > Fiduciary and Related Services
Greenfield Banking Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,020,000 | 245 |
| Number of Managed Accounts | $975,000 | 211 |
| Number of Non-Managed Accounts | $45,000 | 400 |
| Total fiduciary and related assets | $471,063,000 | 347 |
| Managed Assets ($) | $435,420,000 | 319 |
| Non-managed Assets ($) | $35,643,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,412,000 | 369 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 371 |
| 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 | $1,061,000 | 232 |
| Number of Managed Accounts | $1,014,000 | 194 |
| Number of Non-Managed Accounts | $47,000 | 291 |
| Total fiduciary and related assets | $466,548,000 | 337 |
| Managed Assets ($) | $430,588,000 | 310 |
| Non-managed Assets ($) | $35,960,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 374 |
| 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 | $553,000 | 392 |
| 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 | $1,226,000 | 212 |
| Number of Managed Accounts | $1,173,000 | 177 |
| Number of Non-Managed Accounts | $53,000 | 385 |
| Total fiduciary and related assets | $420,346,000 | 360 |
| Managed Assets ($) | $383,437,000 | 335 |
| Non-managed Assets ($) | $36,909,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,314,000 | 389 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 389 |
| 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 | $1,100,000 | 205 |
| Number of Managed Accounts | $1,052,000 | 181 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $418,507,000 | 311 |
| Managed Assets ($) | $380,981,000 | 292 |
| Non-managed Assets ($) | $37,526,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 347 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 342 |
| 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 | $1,154,000 | 204 |
| Number of Managed Accounts | $1,104,000 | 174 |
| Number of Non-Managed Accounts | $50,000 | 374 |
| Total fiduciary and related assets | $481,815,000 | 318 |
| Managed Assets ($) | $437,804,000 | 294 |
| Non-managed Assets ($) | $44,011,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,491,000 | 331 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,837,000 | 335 |
| 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 | $1,133,000 | 203 |
| Number of Managed Accounts | $1,082,000 | 175 |
| Number of Non-Managed Accounts | $51,000 | 262 |
| Total fiduciary and related assets | $439,612,000 | 322 |
| Managed Assets ($) | $401,158,000 | 293 |
| Non-managed Assets ($) | $38,454,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 339 |
| 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 | $560,000 | 343 |
| 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 | $1,187,000 | 197 |
| Number of Managed Accounts | $1,132,000 | 166 |
| Number of Non-Managed Accounts | $55,000 | 365 |
| Total fiduciary and related assets | $401,705,000 | 328 |
| Managed Assets ($) | $357,890,000 | 303 |
| Non-managed Assets ($) | $43,815,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 342 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,471,000 | 351 |
| 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 | $1,154,000 | 197 |
| Number of Managed Accounts | $1,096,000 | 171 |
| Number of Non-Managed Accounts | $58,000 | 248 |
| Total fiduciary and related assets | $358,680,000 | 331 |
| Managed Assets ($) | $316,782,000 | 304 |
| Non-managed Assets ($) | $41,898,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 350 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $503,000 | 346 |
| 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 | $1,129,000 | 207 |
| Number of Managed Accounts | $1,066,000 | 176 |
| Number of Non-Managed Accounts | $63,000 | 348 |
| Total fiduciary and related assets | $389,448,000 | 328 |
| Managed Assets ($) | $346,454,000 | 298 |
| Non-managed Assets ($) | $42,994,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,993,000 | 350 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,424,000 | 359 |
| 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 | $1,107,000 | 200 |
| Number of Managed Accounts | $1,045,000 | 176 |
| Number of Non-Managed Accounts | $62,000 | 237 |
| Total fiduciary and related assets | $397,666,000 | 316 |
| Managed Assets ($) | $356,104,000 | 289 |
| Non-managed Assets ($) | $41,562,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $983,000 | 353 |
| 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 | $1,097,000 | 204 |
| Number of Managed Accounts | $1,035,000 | 177 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $395,056,000 | 313 |
| Managed Assets ($) | $351,239,000 | 291 |
| Non-managed Assets ($) | $43,817,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 366 |
| 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 | $1,084,000 | 207 |
| Number of Managed Accounts | $1,020,000 | 181 |
| Number of Non-Managed Accounts | $64,000 | 348 |
| Total fiduciary and related assets | $347,268,000 | 329 |
| Managed Assets ($) | $309,053,000 | 303 |
| Non-managed Assets ($) | $38,215,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,916,000 | 356 |
| 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 | $1,057,000 | 208 |
| Number of Managed Accounts | $1,003,000 | 183 |
| Number of Non-Managed Accounts | $54,000 | 261 |
| Total fiduciary and related assets | $375,999,000 | 332 |
| Managed Assets ($) | $343,704,000 | 299 |
| Non-managed Assets ($) | $32,295,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 359 |
| 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 | $1,038,000 | 211 |
| Number of Managed Accounts | $984,000 | 185 |
| Number of Non-Managed Accounts | $54,000 | 261 |
| Total fiduciary and related assets | $358,343,000 | 337 |
| Managed Assets ($) | $327,275,000 | 303 |
| Non-managed Assets ($) | $31,068,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $942,000 | 362 |
| 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 | $1,014,000 | 222 |
| Number of Managed Accounts | $958,000 | 186 |
| Number of Non-Managed Accounts | $56,000 | 259 |
| Total fiduciary and related assets | $338,908,000 | 343 |
| Managed Assets ($) | $309,770,000 | 307 |
| Non-managed Assets ($) | $29,138,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 379 |
| 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 | $1,002,000 | 231 |
| Number of Managed Accounts | $945,000 | 192 |
| Number of Non-Managed Accounts | $57,000 | 380 |
| Total fiduciary and related assets | $358,674,000 | 336 |
| Managed Assets ($) | $329,419,000 | 305 |
| Non-managed Assets ($) | $29,255,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 362 |
| 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 | $991,000 | 219 |
| Number of Managed Accounts | $937,000 | 190 |
| Number of Non-Managed Accounts | $54,000 | 255 |
| Total fiduciary and related assets | $309,982,000 | 352 |
| Managed Assets ($) | $294,033,000 | 313 |
| Non-managed Assets ($) | $15,949,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,276,000 | 369 |
| 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 | $972,000 | 220 |
| Number of Managed Accounts | $909,000 | 191 |
| Number of Non-Managed Accounts | $63,000 | 240 |
| Total fiduciary and related assets | $308,192,000 | 354 |
| Managed Assets ($) | $279,280,000 | 315 |
| Non-managed Assets ($) | $28,912,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 370 |
| 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 | $948,000 | 222 |
| Number of Managed Accounts | $884,000 | 197 |
| Number of Non-Managed Accounts | $64,000 | 239 |
| Total fiduciary and related assets | $294,937,000 | 357 |
| Managed Assets ($) | $270,196,000 | 322 |
| Non-managed Assets ($) | $24,741,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,000 | 364 |
| 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 | $937,000 | 226 |
| Number of Managed Accounts | $869,000 | 196 |
| Number of Non-Managed Accounts | $68,000 | 357 |
| Total fiduciary and related assets | $315,789,000 | 339 |
| Managed Assets ($) | $291,005,000 | 305 |
| Non-managed Assets ($) | $24,784,000 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,514,000 | 386 |
| 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 | $892,000 | 229 |
| Number of Managed Accounts | $805,000 | 207 |
| Number of Non-Managed Accounts | $87,000 | 212 |
| Total fiduciary and related assets | $279,120,000 | 360 |
| Managed Assets ($) | $243,398,000 | 333 |
| Non-managed Assets ($) | $35,722,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,101,000 | 389 |
| 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 | $886,000 | 229 |
| Number of Managed Accounts | $760,000 | 213 |
| Number of Non-Managed Accounts | $126,000 | 189 |
| Total fiduciary and related assets | $278,446,000 | 361 |
| Managed Assets ($) | $230,514,000 | 344 |
| Non-managed Assets ($) | $47,932,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 417 |
| 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 | $863,000 | 234 |
| Number of Managed Accounts | $700,000 | 224 |
| Number of Non-Managed Accounts | $163,000 | 166 |
| Total fiduciary and related assets | $269,404,000 | 363 |
| Managed Assets ($) | $214,135,000 | 345 |
| Non-managed Assets ($) | $55,269,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 420 |
| 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 | $965,000 | 222 |
| Number of Managed Accounts | $663,000 | 237 |
| Number of Non-Managed Accounts | $302,000 | 131 |
| Total fiduciary and related assets | $282,482,000 | 358 |
| Managed Assets ($) | $210,337,000 | 361 |
| Non-managed Assets ($) | $72,145,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 381 |
| 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 | $975,000 | 215 |
| Number of Managed Accounts | $636,000 | 242 |
| Number of Non-Managed Accounts | $339,000 | 107 |
| Total fiduciary and related assets | $271,345,000 | 362 |
| Managed Assets ($) | $185,523,000 | 354 |
| Non-managed Assets ($) | $85,822,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 389 |
| 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 | $958,000 | 219 |
| Number of Managed Accounts | $537,000 | 263 |
| Number of Non-Managed Accounts | $421,000 | 103 |
| Total fiduciary and related assets | $284,151,000 | 365 |
| Managed Assets ($) | $174,602,000 | 359 |
| Non-managed Assets ($) | $109,549,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 394 |
| 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 | $994,000 | 210 |
| Number of Managed Accounts | $503,000 | 265 |
| Number of Non-Managed Accounts | $491,000 | 98 |
| Total fiduciary and related assets | $302,608,000 | 360 |
| Managed Assets ($) | $168,624,000 | 360 |
| Non-managed Assets ($) | $133,984,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 388 |
| 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 | $967,000 | 224 |
| Number of Managed Accounts | $444,000 | 302 |
| Number of Non-Managed Accounts | $523,000 | 101 |
| Total fiduciary and related assets | $284,353,000 | 371 |
| Managed Assets ($) | $157,343,000 | 407 |
| Non-managed Assets ($) | $127,010,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 398 |
| 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 | $933,000 | 222 |
| Number of Managed Accounts | $358,000 | 309 |
| Number of Non-Managed Accounts | $575,000 | 83 |
| Total fiduciary and related assets | $280,572,000 | 368 |
| Managed Assets ($) | $146,831,000 | 364 |
| Non-managed Assets ($) | $133,741,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,101,000 | 396 |
| 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 | $935,000 | 222 |
| Number of Managed Accounts | $275,000 | 343 |
| Number of Non-Managed Accounts | $660,000 | 81 |
| Total fiduciary and related assets | $291,177,000 | 362 |
| Managed Assets ($) | $138,160,000 | 367 |
| Non-managed Assets ($) | $153,017,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 397 |
| 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 | $924,000 | 225 |
| Number of Managed Accounts | $282,000 | 343 |
| Number of Non-Managed Accounts | $642,000 | 84 |
| Total fiduciary and related assets | $298,672,000 | 354 |
| Managed Assets ($) | $154,372,000 | 366 |
| Non-managed Assets ($) | $144,300,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 400 |
| 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 | $904,000 | 238 |
| Number of Managed Accounts | $273,000 | 417 |
| Number of Non-Managed Accounts | $631,000 | 93 |
| Total fiduciary and related assets | $293,502,000 | 357 |
| Managed Assets ($) | $148,457,000 | 413 |
| Non-managed Assets ($) | $145,045,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,433,000 | 384 |
| 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 | $890,000 | 225 |
| Number of Managed Accounts | $270,000 | 328 |
| Number of Non-Managed Accounts | $620,000 | 84 |
| Total fiduciary and related assets | $282,484,000 | 353 |
| Managed Assets ($) | $146,476,000 | 352 |
| Non-managed Assets ($) | $136,008,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 395 |
| 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 | $882,000 | 224 |
| Number of Managed Accounts | $273,000 | 327 |
| Number of Non-Managed Accounts | $609,000 | 83 |
| Total fiduciary and related assets | $278,034,000 | 354 |
| Managed Assets ($) | $148,490,000 | 346 |
| Non-managed Assets ($) | $129,544,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 394 |
| 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 | $878,000 | 226 |
| Number of Managed Accounts | $272,000 | 329 |
| Number of Non-Managed Accounts | $606,000 | 86 |
| Total fiduciary and related assets | $275,726,000 | 353 |
| Managed Assets ($) | $147,881,000 | 348 |
| Non-managed Assets ($) | $127,845,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 393 |
| 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 | $870,000 | 241 |
| Number of Managed Accounts | $276,000 | 411 |
| Number of Non-Managed Accounts | $594,000 | 96 |
| Total fiduciary and related assets | $265,884,000 | 360 |
| Managed Assets ($) | $146,522,000 | 399 |
| Non-managed Assets ($) | $119,362,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 452 |
| 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 | $727,000 | 457 |
| 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 | $471,000 | 464 |
| 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 | $232,000 | 469 |
| 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 | $695,000 | 283 |
| Number of Managed Accounts | $261,000 | 413 |
| Number of Non-Managed Accounts | $434,000 | 119 |
| Total fiduciary and related assets | $224,411,000 | 375 |
| Managed Assets ($) | $133,397,000 | 401 |
| Non-managed Assets ($) | $91,014,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 454 |
| 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 | $596,000 | 445 |
| 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 | $388,000 | 459 |
| 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 | $199,000 | 454 |
| 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 | $651,000 | 304 |
| Number of Managed Accounts | $247,000 | 438 |
| Number of Non-Managed Accounts | $404,000 | 136 |
| Total fiduciary and related assets | $186,990,000 | 420 |
| Managed Assets ($) | $111,659,000 | 454 |
| Non-managed Assets ($) | $75,331,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 481 |
| 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 | $484,000 | 497 |
| 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 | $303,000 | 515 |
| 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 | $138,000 | 545 |
| 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 | $507,000 | 373 |
| Number of Managed Accounts | $205,000 | 491 |
| Number of Non-Managed Accounts | $302,000 | 177 |
| Total fiduciary and related assets | $104,702,000 | 542 |
| Managed Assets ($) | $47,883,000 | 646 |
| Non-managed Assets ($) | $56,819,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 617 |
| 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 | $242,000 | 650 |
| 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 | $155,000 | 666 |
| 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 | $69,000 | 703 |
| 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 | $314,000 | 506 |
| Number of Managed Accounts | $202,000 | 512 |
| Number of Non-Managed Accounts | $112,000 | 329 |
| Total fiduciary and related assets | $76,933,000 | 633 |
| Managed Assets ($) | $54,595,000 | 619 |
| Non-managed Assets ($) | $22,338,000 | 453 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 648 |
| 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 | $260,000 | 649 |
| 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 | $188,000 | 644 |
| 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 | $111,000 | 626 |
| 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 | $177,000 | 709 |
| Number of Managed Accounts | $121,000 | 666 |
| Number of Non-Managed Accounts | $56,000 | 523 |
| Total fiduciary and related assets | $62,018,000 | 736 |
| Managed Assets ($) | $43,994,000 | 724 |
| Non-managed Assets ($) | $18,024,000 | 525 |
| Memoranda | ||
| Gross Fiduciary activities income | $303,000 | 704 |
| 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 | $214,000 | 714 |
| 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 | $140,000 | 725 |
| 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 | $75,000 | 722 |
| 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 | $177,000 | 712 |
| Number of Managed Accounts | $131,000 | 646 |
| Number of Non-Managed Accounts | $46,000 | 580 |
| Total fiduciary and related assets | $61,724,000 | 739 |
| Managed Assets ($) | $45,573,000 | 693 |
| Non-managed Assets ($) | $16,151,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 791 |
| 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 | $124,000 | 831 |
| 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 | $65,000 | 896 |
| 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 | $77,000 | 712 |
| 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 | $180,000 | 718 |
| Number of Managed Accounts | $143,000 | 648 |
| Number of Non-Managed Accounts | $37,000 | 653 |
| Total fiduciary and related assets | $40,715,000 | 834 |
| Managed Assets ($) | $35,299,000 | 764 |
| Non-managed Assets ($) | $5,416,000 | 769 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 828 |
| 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 | $86,000 | 909 |
| 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 | $61,000 | 907 |
| 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 | $29,000 | 928 |
| 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 | $136,000 | 828 |
| Number of Managed Accounts | $112,000 | 724 |
| Number of Non-Managed Accounts | $24,000 | 794 |
| Total fiduciary and related assets | $29,702,000 | 914 |
| Managed Assets ($) | $24,285,000 | 850 |
| Non-managed Assets ($) | $5,417,000 | 769 |
| Memoranda | ||
| Gross Fiduciary activities income | $117,000 | 909 |
| 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 | $50,000 | 1,013 |
| 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 | $31,000 | 1,038 |
| 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 | $11,000 | 1,081 |
| 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 | $115,000 | 894 |
| Number of Managed Accounts | $113,000 | 732 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $16,350,000 | 1,064 |
| Managed Assets ($) | $12,647,000 | 1,006 |
| Non-managed Assets ($) | $3,703,000 | 874 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,000 | 992 |
| 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 | $43,000 | 1,050 |
| 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 | $34,000 | 1,032 |
| 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 | $12,000 | 1,101 |
| 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 | $90,000 | 995 |
| Number of Managed Accounts | $88,000 | 824 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $18,829,000 | 1,049 |
| Managed Assets ($) | $14,868,000 | 989 |
| Non-managed Assets ($) | $3,961,000 | 856 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,000 | 983 |
| 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 | $68,000 | 1,053 |
| Number of Managed Accounts | $66,000 | 902 |
| Number of Non-Managed Accounts | $2,000 | 1,222 |
| Total fiduciary and related assets | $16,508,000 | 1,023 |
| Managed Assets ($) | $13,302,000 | 968 |
| Non-managed Assets ($) | $3,206,000 | 851 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,000 | 1,086 |
| 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 | $71,000 | 998 |
| 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 | $41,000 | 1,128 |
| 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 | $51,000 | 1,111 |
| 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 | $52,000 | 1,169 |
| 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 | $52,000 | 1,230 |
| 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 | $58,000 | 1,265 |
| 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 | $65,000 | 1,262 |
| 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 | $84,000 | 1,245 |
| 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 | $63,000 | 1,331 |