Home > Grove Bank & Trust > Fiduciary and Related Services
Grove Bank & Trust, 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 | $628,000 | 322 |
| Number of Managed Accounts | $625,000 | 277 |
| Number of Non-Managed Accounts | $3,000 | 720 |
| Total fiduciary and related assets | $1,082,302,000 | 239 |
| Managed Assets ($) | $1,080,884,000 | 198 |
| Non-managed Assets ($) | $1,418,000 | 669 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,583,000 | 230 |
| 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 | $632,000 | 276 |
| Number of Managed Accounts | $629,000 | 247 |
| Number of Non-Managed Accounts | $3,000 | 352 |
| Total fiduciary and related assets | $1,028,383,000 | 238 |
| Managed Assets ($) | $1,027,071,000 | 200 |
| Non-managed Assets ($) | $1,312,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,897,000 | 233 |
| 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 | $619,000 | 311 |
| Number of Managed Accounts | $616,000 | 271 |
| Number of Non-Managed Accounts | $3,000 | 415 |
| Total fiduciary and related assets | $969,679,000 | 244 |
| Managed Assets ($) | $968,340,000 | 205 |
| Non-managed Assets ($) | $1,339,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,148,000 | 232 |
| 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 | $602,000 | 291 |
| Number of Managed Accounts | $599,000 | 258 |
| Number of Non-Managed Accounts | $3,000 | 358 |
| Total fiduciary and related assets | $934,694,000 | 252 |
| Managed Assets ($) | $933,376,000 | 214 |
| Non-managed Assets ($) | $1,318,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,599,000 | 235 |
| 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 | $579,000 | 348 |
| Number of Managed Accounts | $576,000 | 298 |
| Number of Non-Managed Accounts | $3,000 | 763 |
| Total fiduciary and related assets | $891,000,000 | 260 |
| Managed Assets ($) | $889,520,000 | 221 |
| Non-managed Assets ($) | $1,480,000 | 707 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,362,000 | 241 |
| 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 | $628,000 | 295 |
| Number of Managed Accounts | $625,000 | 263 |
| Number of Non-Managed Accounts | $3,000 | 368 |
| Total fiduciary and related assets | $842,971,000 | 257 |
| Managed Assets ($) | $841,592,000 | 216 |
| Non-managed Assets ($) | $1,379,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,865,000 | 239 |
| 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 | $608,000 | 290 |
| Number of Managed Accounts | $605,000 | 258 |
| Number of Non-Managed Accounts | $3,000 | 391 |
| Total fiduciary and related assets | $850,344,000 | 228 |
| Managed Assets ($) | $848,933,000 | 189 |
| Non-managed Assets ($) | $1,411,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,328,000 | 208 |
| 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 | $592,000 | 269 |
| Number of Managed Accounts | $589,000 | 243 |
| Number of Non-Managed Accounts | $3,000 | 331 |
| Total fiduciary and related assets | $965,318,000 | 219 |
| Managed Assets ($) | $963,626,000 | 185 |
| Non-managed Assets ($) | $1,692,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,681,000 | 210 |
| 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 | $568,000 | 315 |
| Number of Managed Accounts | $565,000 | 275 |
| Number of Non-Managed Accounts | $3,000 | 734 |
| Total fiduciary and related assets | $987,364,000 | 226 |
| Managed Assets ($) | $985,718,000 | 188 |
| Non-managed Assets ($) | $1,646,000 | 673 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,261,000 | 213 |
| 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 | $565,000 | 269 |
| Number of Managed Accounts | $563,000 | 246 |
| Number of Non-Managed Accounts | $2,000 | 323 |
| Total fiduciary and related assets | $910,866,000 | 228 |
| Managed Assets ($) | $910,343,000 | 192 |
| Non-managed Assets ($) | $523,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,634,000 | 213 |
| 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 | $548,000 | 297 |
| Number of Managed Accounts | $546,000 | 271 |
| Number of Non-Managed Accounts | $2,000 | 384 |
| Total fiduciary and related assets | $895,525,000 | 230 |
| Managed Assets ($) | $895,002,000 | 192 |
| Non-managed Assets ($) | $523,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,016,000 | 212 |
| 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 | $528,000 | 278 |
| Number of Managed Accounts | $526,000 | 253 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $833,393,000 | 231 |
| Managed Assets ($) | $832,870,000 | 196 |
| Non-managed Assets ($) | $523,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,465,000 | 214 |
| 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 | $520,000 | 327 |
| Number of Managed Accounts | $518,000 | 280 |
| Number of Non-Managed Accounts | $2,000 | 776 |
| Total fiduciary and related assets | $789,004,000 | 240 |
| Managed Assets ($) | $788,481,000 | 204 |
| Non-managed Assets ($) | $523,000 | 748 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,285,000 | 216 |
| 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 | $501,000 | 279 |
| Number of Managed Accounts | $499,000 | 254 |
| Number of Non-Managed Accounts | $2,000 | 325 |
| Total fiduciary and related assets | $694,552,000 | 240 |
| Managed Assets ($) | $694,025,000 | 207 |
| Non-managed Assets ($) | $527,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,956,000 | 213 |
| 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 | $506,000 | 304 |
| Number of Managed Accounts | $504,000 | 273 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $661,078,000 | 254 |
| Managed Assets ($) | $660,551,000 | 215 |
| Non-managed Assets ($) | $527,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,652,000 | 211 |
| 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 | $492,000 | 280 |
| Number of Managed Accounts | $490,000 | 257 |
| Number of Non-Managed Accounts | $2,000 | 328 |
| Total fiduciary and related assets | $590,759,000 | 245 |
| Managed Assets ($) | $590,232,000 | 210 |
| Non-managed Assets ($) | $527,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,336,000 | 212 |
| 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 | $474,000 | 345 |
| Number of Managed Accounts | $472,000 | 293 |
| Number of Non-Managed Accounts | $2,000 | 798 |
| Total fiduciary and related assets | $679,716,000 | 251 |
| Managed Assets ($) | $679,189,000 | 213 |
| Non-managed Assets ($) | $527,000 | 770 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,726,000 | 222 |
| 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 | $463,000 | 286 |
| Number of Managed Accounts | $461,000 | 261 |
| Number of Non-Managed Accounts | $2,000 | 332 |
| Total fiduciary and related assets | $640,400,000 | 248 |
| Managed Assets ($) | $639,944,000 | 218 |
| Non-managed Assets ($) | $456,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,422,000 | 226 |
| 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 | $434,000 | 318 |
| Number of Managed Accounts | $432,000 | 285 |
| Number of Non-Managed Accounts | $2,000 | 370 |
| Total fiduciary and related assets | $568,834,000 | 267 |
| Managed Assets ($) | $568,378,000 | 233 |
| Non-managed Assets ($) | $456,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 226 |
| 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 | $426,000 | 324 |
| Number of Managed Accounts | $423,000 | 290 |
| Number of Non-Managed Accounts | $3,000 | 369 |
| Total fiduciary and related assets | $559,289,000 | 268 |
| Managed Assets ($) | $558,833,000 | 231 |
| Non-managed Assets ($) | $456,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,071,000 | 229 |
| 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 | $401,000 | 384 |
| Number of Managed Accounts | $398,000 | 318 |
| Number of Non-Managed Accounts | $3,000 | 805 |
| Total fiduciary and related assets | $499,150,000 | 275 |
| Managed Assets ($) | $498,680,000 | 233 |
| Non-managed Assets ($) | $470,000 | 804 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,279,000 | 231 |
| 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 | $388,000 | 335 |
| Number of Managed Accounts | $385,000 | 301 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $515,689,000 | 281 |
| Managed Assets ($) | $515,239,000 | 237 |
| Non-managed Assets ($) | $450,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,215,000 | 232 |
| 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 | $397,000 | 332 |
| Number of Managed Accounts | $391,000 | 299 |
| Number of Non-Managed Accounts | $6,000 | 361 |
| Total fiduciary and related assets | $519,069,000 | 279 |
| Managed Assets ($) | $517,725,000 | 236 |
| Non-managed Assets ($) | $1,344,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 235 |
| 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 | $414,000 | 332 |
| Number of Managed Accounts | $407,000 | 298 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $517,649,000 | 279 |
| Managed Assets ($) | $516,011,000 | 231 |
| Non-managed Assets ($) | $1,638,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 238 |
| 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 | $390,000 | 393 |
| Number of Managed Accounts | $382,000 | 328 |
| Number of Non-Managed Accounts | $8,000 | 730 |
| Total fiduciary and related assets | $475,741,000 | 291 |
| Managed Assets ($) | $474,013,000 | 244 |
| Non-managed Assets ($) | $1,728,000 | 738 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,262,000 | 264 |
| 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 | $369,000 | 341 |
| Number of Managed Accounts | $358,000 | 309 |
| Number of Non-Managed Accounts | $11,000 | 339 |
| Total fiduciary and related assets | $449,053,000 | 298 |
| Managed Assets ($) | $446,338,000 | 253 |
| Non-managed Assets ($) | $2,715,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,296,000 | 273 |
| 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 | $357,000 | 343 |
| Number of Managed Accounts | $339,000 | 314 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $346,339,000 | 331 |
| Managed Assets ($) | $339,149,000 | 289 |
| Non-managed Assets ($) | $7,190,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 282 |
| 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 | $334,000 | 350 |
| Number of Managed Accounts | $316,000 | 324 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $280,153,000 | 364 |
| Managed Assets ($) | $272,622,000 | 320 |
| Non-managed Assets ($) | $7,531,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 288 |
| 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 | $356,000 | 412 |
| Number of Managed Accounts | $337,000 | 353 |
| Number of Non-Managed Accounts | $19,000 | 626 |
| Total fiduciary and related assets | $294,455,000 | 359 |
| Managed Assets ($) | $286,217,000 | 308 |
| Non-managed Assets ($) | $8,238,000 | 600 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,455,000 | 298 |
| 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 | $355,000 | 350 |
| Number of Managed Accounts | $335,000 | 316 |
| Number of Non-Managed Accounts | $20,000 | 330 |
| Total fiduciary and related assets | $261,668,000 | 366 |
| Managed Assets ($) | $253,363,000 | 322 |
| Non-managed Assets ($) | $8,305,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 304 |
| 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 | $355,000 | 350 |
| Number of Managed Accounts | $335,000 | 316 |
| Number of Non-Managed Accounts | $20,000 | 333 |
| Total fiduciary and related assets | $249,570,000 | 374 |
| Managed Assets ($) | $241,295,000 | 334 |
| Non-managed Assets ($) | $8,275,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 305 |
| 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 | $349,000 | 351 |
| Number of Managed Accounts | $329,000 | 318 |
| Number of Non-Managed Accounts | $20,000 | 332 |
| Total fiduciary and related assets | $236,537,000 | 379 |
| Managed Assets ($) | $229,149,000 | 337 |
| Non-managed Assets ($) | $7,388,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $566,000 | 305 |
| 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 | $347,000 | 429 |
| Number of Managed Accounts | $327,000 | 363 |
| Number of Non-Managed Accounts | $20,000 | 638 |
| Total fiduciary and related assets | $234,221,000 | 395 |
| Managed Assets ($) | $226,878,000 | 341 |
| Non-managed Assets ($) | $7,343,000 | 631 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 303 |
| 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 | $347,000 | 353 |
| Number of Managed Accounts | $327,000 | 320 |
| Number of Non-Managed Accounts | $20,000 | 330 |
| Total fiduciary and related assets | $233,073,000 | 383 |
| Managed Assets ($) | $225,887,000 | 333 |
| Non-managed Assets ($) | $7,186,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,750,000 | 310 |
| 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 | $326,000 | 360 |
| Number of Managed Accounts | $305,000 | 327 |
| Number of Non-Managed Accounts | $21,000 | 331 |
| Total fiduciary and related assets | $221,005,000 | 391 |
| Managed Assets ($) | $212,624,000 | 346 |
| Non-managed Assets ($) | $8,381,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,190,000 | 309 |
| 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 | $318,000 | 365 |
| Number of Managed Accounts | $295,000 | 333 |
| Number of Non-Managed Accounts | $23,000 | 328 |
| Total fiduciary and related assets | $220,447,000 | 391 |
| Managed Assets ($) | $210,935,000 | 351 |
| Non-managed Assets ($) | $9,512,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $595,000 | 308 |
| 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 | $315,000 | 465 |
| Number of Managed Accounts | $290,000 | 398 |
| Number of Non-Managed Accounts | $25,000 | 618 |
| Total fiduciary and related assets | $207,593,000 | 423 |
| Managed Assets ($) | $197,803,000 | 375 |
| Non-managed Assets ($) | $9,790,000 | 607 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,313,000 | 310 |
| 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 | $306,000 | 372 |
| Number of Managed Accounts | $281,000 | 340 |
| Number of Non-Managed Accounts | $25,000 | 320 |
| Total fiduciary and related assets | $208,787,000 | 388 |
| Managed Assets ($) | $198,801,000 | 353 |
| Non-managed Assets ($) | $9,986,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 315 |
| 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 | $304,000 | 373 |
| Number of Managed Accounts | $279,000 | 341 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $213,796,000 | 388 |
| Managed Assets ($) | $203,208,000 | 354 |
| Non-managed Assets ($) | $10,588,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,164,000 | 312 |
| 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 | $307,000 | 374 |
| Number of Managed Accounts | $281,000 | 345 |
| Number of Non-Managed Accounts | $26,000 | 313 |
| Total fiduciary and related assets | $216,447,000 | 391 |
| Managed Assets ($) | $205,224,000 | 353 |
| Non-managed Assets ($) | $11,223,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 319 |
| 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 | $312,000 | 478 |
| Number of Managed Accounts | $287,000 | 406 |
| Number of Non-Managed Accounts | $25,000 | 629 |
| Total fiduciary and related assets | $225,628,000 | 400 |
| Managed Assets ($) | $215,114,000 | 354 |
| Non-managed Assets ($) | $10,514,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,514,000 | 285 |
| 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 | $318,000 | 350 |
| Number of Managed Accounts | $293,000 | 322 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $251,813,000 | 363 |
| Managed Assets ($) | $241,537,000 | 311 |
| Non-managed Assets ($) | $10,276,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,900,000 | 282 |
| 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 | $326,000 | 350 |
| Number of Managed Accounts | $300,000 | 318 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $252,880,000 | 364 |
| Managed Assets ($) | $242,622,000 | 303 |
| Non-managed Assets ($) | $10,258,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 285 |
| 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 | $329,000 | 352 |
| Number of Managed Accounts | $303,000 | 314 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $259,977,000 | 363 |
| Managed Assets ($) | $249,257,000 | 299 |
| Non-managed Assets ($) | $10,720,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 292 |
| 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 | $333,000 | 458 |
| Number of Managed Accounts | $302,000 | 383 |
| Number of Non-Managed Accounts | $31,000 | 592 |
| Total fiduciary and related assets | $206,863,000 | 405 |
| Managed Assets ($) | $195,533,000 | 343 |
| Non-managed Assets ($) | $11,330,000 | 586 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,282,000 | 288 |
| 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 | $348,000 | 335 |
| Number of Managed Accounts | $300,000 | 311 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $205,789,000 | 357 |
| Managed Assets ($) | $193,148,000 | 320 |
| Non-managed Assets ($) | $12,641,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,741,000 | 284 |
| 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 | $364,000 | 330 |
| Number of Managed Accounts | $313,000 | 305 |
| Number of Non-Managed Accounts | $51,000 | 258 |
| Total fiduciary and related assets | $207,795,000 | 356 |
| Managed Assets ($) | $195,374,000 | 312 |
| Non-managed Assets ($) | $12,421,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 276 |
| 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 | $367,000 | 328 |
| Number of Managed Accounts | $316,000 | 302 |
| Number of Non-Managed Accounts | $51,000 | 257 |
| Total fiduciary and related assets | $210,864,000 | 355 |
| Managed Assets ($) | $198,305,000 | 316 |
| Non-managed Assets ($) | $12,559,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 280 |
| 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 | $370,000 | 430 |
| Number of Managed Accounts | $318,000 | 377 |
| Number of Non-Managed Accounts | $52,000 | 475 |
| Total fiduciary and related assets | $218,589,000 | 380 |
| Managed Assets ($) | $205,515,000 | 315 |
| Non-managed Assets ($) | $13,074,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,306,000 | 243 |
| 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 | $375,000 | 329 |
| Number of Managed Accounts | $320,000 | 303 |
| Number of Non-Managed Accounts | $55,000 | 260 |
| Total fiduciary and related assets | $221,887,000 | 347 |
| Managed Assets ($) | $208,616,000 | 300 |
| Non-managed Assets ($) | $13,271,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,726,000 | 242 |
| 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 | $376,000 | 332 |
| Number of Managed Accounts | $320,000 | 303 |
| Number of Non-Managed Accounts | $56,000 | 264 |
| Total fiduciary and related assets | $231,128,000 | 354 |
| Managed Assets ($) | $217,481,000 | 306 |
| Non-managed Assets ($) | $13,647,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 247 |
| 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 | $391,000 | 335 |
| Number of Managed Accounts | $322,000 | 308 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $237,934,000 | 354 |
| Managed Assets ($) | $223,050,000 | 309 |
| Non-managed Assets ($) | $14,884,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $510,000 | 270 |
| 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 | $389,000 | 437 |
| Number of Managed Accounts | $314,000 | 388 |
| Number of Non-Managed Accounts | $75,000 | 399 |
| Total fiduciary and related assets | $218,598,000 | 387 |
| Managed Assets ($) | $202,802,000 | 329 |
| Non-managed Assets ($) | $15,796,000 | 529 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,396,000 | 230 |
| 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 | $1,839,000 | 222 |
| 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 | $1,225,000 | 222 |
| 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 | $548,000 | 240 |
| 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 | $499,000 | 377 |
| Number of Managed Accounts | $329,000 | 374 |
| Number of Non-Managed Accounts | $170,000 | 245 |
| Total fiduciary and related assets | $229,904,000 | 368 |
| Managed Assets ($) | $200,961,000 | 315 |
| Non-managed Assets ($) | $28,943,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,083,000 | 241 |
| 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 | $1,530,000 | 240 |
| 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 | $976,000 | 254 |
| 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 | $477,000 | 257 |
| 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 | $496,000 | 384 |
| Number of Managed Accounts | $287,000 | 405 |
| Number of Non-Managed Accounts | $209,000 | 223 |
| Total fiduciary and related assets | $215,321,000 | 370 |
| Managed Assets ($) | $171,019,000 | 344 |
| Non-managed Assets ($) | $44,302,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 271 |
| 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 | $1,397,000 | 286 |
| 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 | $909,000 | 298 |
| 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 | $473,000 | 288 |
| 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 | $429,000 | 424 |
| Number of Managed Accounts | $214,000 | 497 |
| Number of Non-Managed Accounts | $215,000 | 225 |
| Total fiduciary and related assets | $235,658,000 | 396 |
| Managed Assets ($) | $153,362,000 | 410 |
| Non-managed Assets ($) | $82,296,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,814,000 | 296 |
| 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 | $1,244,000 | 306 |
| 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 | $777,000 | 323 |
| 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 | $356,000 | 339 |
| 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 | $484,000 | 377 |
| Number of Managed Accounts | $244,000 | 452 |
| Number of Non-Managed Accounts | $240,000 | 211 |
| Total fiduciary and related assets | $229,951,000 | 391 |
| Managed Assets ($) | $142,479,000 | 416 |
| Non-managed Assets ($) | $87,472,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 318 |
| 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 | $492,000 | 312 |
| Number of Managed Accounts | $253,000 | 323 |
| Number of Non-Managed Accounts | $239,000 | 162 |
| Total fiduciary and related assets | $225,614,000 | 359 |
| Managed Assets ($) | $141,075,000 | 334 |
| Non-managed Assets ($) | $84,539,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,147,000 | 322 |
| 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 | $490,000 | 321 |
| Number of Managed Accounts | $254,000 | 327 |
| Number of Non-Managed Accounts | $236,000 | 171 |
| Total fiduciary and related assets | $285,395,000 | 342 |
| Managed Assets ($) | $203,741,000 | 320 |
| Non-managed Assets ($) | $81,654,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 345 |
| 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 | $469,000 | 326 |
| Number of Managed Accounts | $252,000 | 336 |
| Number of Non-Managed Accounts | $217,000 | 180 |
| Total fiduciary and related assets | $280,262,000 | 343 |
| Managed Assets ($) | $201,892,000 | 324 |
| Non-managed Assets ($) | $78,370,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $341,000 | 342 |
| 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 | $466,000 | 397 |
| Number of Managed Accounts | $258,000 | 454 |
| Number of Non-Managed Accounts | $208,000 | 248 |
| Total fiduciary and related assets | $278,432,000 | 349 |
| Managed Assets ($) | $205,337,000 | 339 |
| Non-managed Assets ($) | $73,095,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 312 |
| 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 | $1,247,000 | 300 |
| 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 | $791,000 | 311 |
| 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 | $461,000 | 278 |
| 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 | $271,000 | 565 |
| Number of Managed Accounts | $248,000 | 465 |
| Number of Non-Managed Accounts | $23,000 | 800 |
| Total fiduciary and related assets | $136,100,000 | 493 |
| Managed Assets ($) | $127,079,000 | 423 |
| Non-managed Assets ($) | $9,021,000 | 671 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,167,000 | 348 |
| 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 | $899,000 | 349 |
| 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 | $587,000 | 353 |
| 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 | $236,000 | 393 |
| 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 | $299,000 | 542 |
| Number of Managed Accounts | $269,000 | 440 |
| Number of Non-Managed Accounts | $30,000 | 755 |
| Total fiduciary and related assets | $142,627,000 | 476 |
| Managed Assets ($) | $132,678,000 | 408 |
| Non-managed Assets ($) | $9,949,000 | 660 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,000 | 338 |
| 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 | $949,000 | 343 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $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 | $661,000 | 341 |
| 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 | $254,000 | 396 |
| 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 | $311,000 | 559 |
| Number of Managed Accounts | $285,000 | 446 |
| Number of Non-Managed Accounts | $26,000 | 802 |
| Total fiduciary and related assets | $116,086,000 | 527 |
| Managed Assets ($) | $110,300,000 | 447 |
| Non-managed Assets ($) | $5,786,000 | 768 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,000 | 363 |
| 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 | $395,000 | 455 |
| Number of Managed Accounts | $395,000 | 342 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $142,212,000 | 454 |
| Managed Assets ($) | $142,212,000 | 386 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 388 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 417 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 459 |
| 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 | $732,000 | 533 |
| 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 | $837,000 | 524 |
| 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 | $925,000 | 532 |
| 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 | $805,000 | 588 |
| 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 | $720,000 | 617 |
| 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 | $684,000 | 652 |
| 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 | $594,000 | 707 |