Home > Home Federal Bank > Fiduciary and Related Services
Home Federal Bank, Fiduciary and Related Services
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 476 |
| 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 | $266,000 | 489 |
| Number of Managed Accounts | $236,000 | 441 |
| Number of Non-Managed Accounts | $30,000 | 549 |
| Total fiduciary and related assets | $135,753,000 | 507 |
| Managed Assets ($) | $87,748,000 | 532 |
| Non-managed Assets ($) | $48,005,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $854,000 | 496 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 504 |
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 508 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 488 |
| 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 | $276,000 | 495 |
| Number of Managed Accounts | $244,000 | 428 |
| Number of Non-Managed Accounts | $32,000 | 554 |
| Total fiduciary and related assets | $121,627,000 | 538 |
| Managed Assets ($) | $75,657,000 | 577 |
| Non-managed Assets ($) | $45,970,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 489 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 483 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 482 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,000 | 485 |
| 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 | $269,000 | 509 |
| Number of Managed Accounts | $235,000 | 437 |
| Number of Non-Managed Accounts | $34,000 | 554 |
| Total fiduciary and related assets | $111,545,000 | 547 |
| Managed Assets ($) | $66,792,000 | 594 |
| Non-managed Assets ($) | $44,753,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $823,000 | 497 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 498 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 501 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 507 |
| 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 | $252,000 | 522 |
| Number of Managed Accounts | $219,000 | 449 |
| Number of Non-Managed Accounts | $33,000 | 577 |
| Total fiduciary and related assets | $92,036,000 | 588 |
| Managed Assets ($) | $63,696,000 | 590 |
| Non-managed Assets ($) | $28,340,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 509 |
| 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 | $575,000 | 510 |
| 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 | $381,000 | 510 |
| 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 | $205,000 | 496 |
| 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 | $248,000 | 534 |
| Number of Managed Accounts | $214,000 | 461 |
| Number of Non-Managed Accounts | $34,000 | 576 |
| Total fiduciary and related assets | $79,908,000 | 612 |
| Managed Assets ($) | $51,669,000 | 626 |
| Non-managed Assets ($) | $28,239,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $241,000 | 357 |
| Number of Managed Accounts | $203,000 | 329 |
| Number of Non-Managed Accounts | $38,000 | 284 |
| Total fiduciary and related assets | $73,037,000 | 376 |
| Managed Assets ($) | $47,183,000 | 357 |
| Non-managed Assets ($) | $25,854,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $241,000 | 361 |
| Number of Managed Accounts | $206,000 | 333 |
| Number of Non-Managed Accounts | $35,000 | 295 |
| Total fiduciary and related assets | $81,524,000 | 381 |
| Managed Assets ($) | $52,006,000 | 362 |
| Non-managed Assets ($) | $29,518,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $245,000 | 365 |
| Number of Managed Accounts | $210,000 | 337 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $80,435,000 | 386 |
| Managed Assets ($) | $51,059,000 | 367 |
| Non-managed Assets ($) | $29,376,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $245,000 | 560 |
| Number of Managed Accounts | $209,000 | 483 |
| Number of Non-Managed Accounts | $36,000 | 595 |
| Total fiduciary and related assets | $77,396,000 | 634 |
| Managed Assets ($) | $48,953,000 | 651 |
| Non-managed Assets ($) | $28,443,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $245,000 | 349 |
| Number of Managed Accounts | $209,000 | 319 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $73,565,000 | 376 |
| Managed Assets ($) | $46,860,000 | 353 |
| Non-managed Assets ($) | $26,705,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $263,000 | 347 |
| Number of Managed Accounts | $223,000 | 315 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $74,679,000 | 375 |
| Managed Assets ($) | $49,879,000 | 351 |
| Non-managed Assets ($) | $24,800,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $287,000 | 351 |
| Number of Managed Accounts | $242,000 | 316 |
| Number of Non-Managed Accounts | $45,000 | 279 |
| Total fiduciary and related assets | $80,177,000 | 381 |
| Managed Assets ($) | $53,540,000 | 353 |
| Non-managed Assets ($) | $26,637,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $313,000 | 496 |
| Number of Managed Accounts | $262,000 | 420 |
| Number of Non-Managed Accounts | $51,000 | 524 |
| Total fiduciary and related assets | $87,338,000 | 606 |
| Managed Assets ($) | $52,350,000 | 629 |
| Non-managed Assets ($) | $34,988,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $318,000 | 333 |
| Number of Managed Accounts | $265,000 | 301 |
| Number of Non-Managed Accounts | $53,000 | 251 |
| Total fiduciary and related assets | $80,954,000 | 370 |
| Managed Assets ($) | $46,457,000 | 348 |
| Non-managed Assets ($) | $34,497,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $327,000 | 338 |
| Number of Managed Accounts | $268,000 | 308 |
| Number of Non-Managed Accounts | $59,000 | 252 |
| Total fiduciary and related assets | $76,571,000 | 377 |
| Managed Assets ($) | $44,736,000 | 356 |
| Non-managed Assets ($) | $31,835,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $348,000 | 331 |
| Number of Managed Accounts | $292,000 | 301 |
| Number of Non-Managed Accounts | $56,000 | 255 |
| Total fiduciary and related assets | $70,812,000 | 379 |
| Managed Assets ($) | $42,302,000 | 354 |
| Non-managed Assets ($) | $28,510,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $360,000 | 467 |
| Number of Managed Accounts | $303,000 | 392 |
| Number of Non-Managed Accounts | $57,000 | 510 |
| Total fiduciary and related assets | $76,073,000 | 636 |
| Managed Assets ($) | $45,126,000 | 662 |
| Non-managed Assets ($) | $30,947,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $385,000 | 339 |
| Number of Managed Accounts | $324,000 | 307 |
| Number of Non-Managed Accounts | $61,000 | 263 |
| Total fiduciary and related assets | $82,207,000 | 398 |
| Managed Assets ($) | $48,756,000 | 382 |
| Non-managed Assets ($) | $33,451,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $424,000 | 339 |
| Number of Managed Accounts | $354,000 | 301 |
| Number of Non-Managed Accounts | $70,000 | 258 |
| Total fiduciary and related assets | $93,578,000 | 402 |
| Managed Assets ($) | $55,461,000 | 386 |
| Non-managed Assets ($) | $38,117,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $444,000 | 333 |
| Number of Managed Accounts | $372,000 | 301 |
| Number of Non-Managed Accounts | $72,000 | 257 |
| Total fiduciary and related assets | $106,760,000 | 409 |
| Managed Assets ($) | $68,041,000 | 386 |
| Non-managed Assets ($) | $38,719,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $448,000 | 410 |
| Number of Managed Accounts | $376,000 | 343 |
| Number of Non-Managed Accounts | $72,000 | 459 |
| Total fiduciary and related assets | $126,373,000 | 543 |
| Managed Assets ($) | $85,152,000 | 551 |
| Non-managed Assets ($) | $41,221,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $448,000 | 318 |
| Number of Managed Accounts | $375,000 | 288 |
| Number of Non-Managed Accounts | $73,000 | 241 |
| Total fiduciary and related assets | $124,471,000 | 388 |
| Managed Assets ($) | $82,197,000 | 369 |
| Non-managed Assets ($) | $42,274,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $450,000 | 324 |
| Number of Managed Accounts | $380,000 | 291 |
| Number of Non-Managed Accounts | $70,000 | 252 |
| Total fiduciary and related assets | $124,355,000 | 396 |
| Managed Assets ($) | $82,283,000 | 374 |
| Non-managed Assets ($) | $42,072,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $434,000 | 327 |
| Number of Managed Accounts | $365,000 | 295 |
| Number of Non-Managed Accounts | $69,000 | 257 |
| Total fiduciary and related assets | $120,838,000 | 397 |
| Managed Assets ($) | $79,417,000 | 377 |
| Non-managed Assets ($) | $41,421,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $430,000 | 410 |
| Number of Managed Accounts | $358,000 | 347 |
| Number of Non-Managed Accounts | $72,000 | 454 |
| Total fiduciary and related assets | $121,371,000 | 548 |
| Managed Assets ($) | $78,756,000 | 572 |
| Non-managed Assets ($) | $42,615,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $418,000 | 330 |
| Number of Managed Accounts | $349,000 | 294 |
| Number of Non-Managed Accounts | $69,000 | 259 |
| Total fiduciary and related assets | $115,339,000 | 382 |
| Managed Assets ($) | $75,230,000 | 361 |
| Non-managed Assets ($) | $40,109,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $404,000 | 335 |
| Number of Managed Accounts | $335,000 | 304 |
| Number of Non-Managed Accounts | $69,000 | 270 |
| Total fiduciary and related assets | $113,671,000 | 388 |
| Managed Assets ($) | $73,908,000 | 363 |
| Non-managed Assets ($) | $39,763,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $388,000 | 342 |
| Number of Managed Accounts | $323,000 | 314 |
| Number of Non-Managed Accounts | $65,000 | 283 |
| Total fiduciary and related assets | $109,930,000 | 393 |
| Managed Assets ($) | $73,878,000 | 370 |
| Non-managed Assets ($) | $36,052,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $401,000 | 448 |
| Number of Managed Accounts | $329,000 | 383 |
| Number of Non-Managed Accounts | $72,000 | 476 |
| Total fiduciary and related assets | $105,872,000 | 582 |
| Managed Assets ($) | $70,493,000 | 595 |
| Non-managed Assets ($) | $35,379,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $369,000 | 339 |
| Number of Managed Accounts | $298,000 | 315 |
| Number of Non-Managed Accounts | $71,000 | 272 |
| Total fiduciary and related assets | $103,003,000 | 389 |
| Managed Assets ($) | $67,909,000 | 362 |
| Non-managed Assets ($) | $35,094,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $366,000 | 348 |
| Number of Managed Accounts | $294,000 | 322 |
| Number of Non-Managed Accounts | $72,000 | 275 |
| Total fiduciary and related assets | $100,166,000 | 406 |
| Managed Assets ($) | $65,214,000 | 377 |
| Non-managed Assets ($) | $34,952,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $353,000 | 355 |
| Number of Managed Accounts | $287,000 | 325 |
| Number of Non-Managed Accounts | $66,000 | 280 |
| Total fiduciary and related assets | $93,108,000 | 408 |
| Managed Assets ($) | $62,756,000 | 378 |
| Non-managed Assets ($) | $30,352,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $357,000 | 478 |
| Number of Managed Accounts | $287,000 | 415 |
| Number of Non-Managed Accounts | $70,000 | 498 |
| Total fiduciary and related assets | $92,381,000 | 611 |
| Managed Assets ($) | $62,825,000 | 602 |
| Non-managed Assets ($) | $29,556,000 | 432 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $347,000 | 350 |
| Number of Managed Accounts | $281,000 | 316 |
| Number of Non-Managed Accounts | $66,000 | 281 |
| Total fiduciary and related assets | $87,018,000 | 397 |
| Managed Assets ($) | $59,279,000 | 371 |
| Non-managed Assets ($) | $27,739,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $334,000 | 357 |
| Number of Managed Accounts | $267,000 | 323 |
| Number of Non-Managed Accounts | $67,000 | 292 |
| Total fiduciary and related assets | $83,348,000 | 405 |
| Managed Assets ($) | $55,216,000 | 374 |
| Non-managed Assets ($) | $28,132,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $324,000 | 360 |
| Number of Managed Accounts | $258,000 | 329 |
| Number of Non-Managed Accounts | $66,000 | 294 |
| Total fiduciary and related assets | $85,771,000 | 410 |
| Managed Assets ($) | $55,346,000 | 381 |
| Non-managed Assets ($) | $30,425,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $334,000 | 509 |
| Number of Managed Accounts | $263,000 | 445 |
| Number of Non-Managed Accounts | $71,000 | 521 |
| Total fiduciary and related assets | $81,264,000 | 638 |
| Managed Assets ($) | $50,336,000 | 657 |
| Non-managed Assets ($) | $30,928,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $299,000 | 377 |
| Number of Managed Accounts | $241,000 | 342 |
| Number of Non-Managed Accounts | $58,000 | 315 |
| Total fiduciary and related assets | $75,375,000 | 413 |
| Managed Assets ($) | $47,291,000 | 390 |
| Non-managed Assets ($) | $28,084,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $292,000 | 383 |
| Number of Managed Accounts | $235,000 | 349 |
| Number of Non-Managed Accounts | $57,000 | 322 |
| Total fiduciary and related assets | $64,921,000 | 419 |
| Managed Assets ($) | $43,905,000 | 391 |
| Non-managed Assets ($) | $21,016,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $291,000 | 398 |
| Number of Managed Accounts | $233,000 | 360 |
| Number of Non-Managed Accounts | $58,000 | 326 |
| Total fiduciary and related assets | $63,340,000 | 428 |
| Managed Assets ($) | $41,608,000 | 406 |
| Non-managed Assets ($) | $21,732,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $292,000 | 580 |
| Number of Managed Accounts | $235,000 | 504 |
| Number of Non-Managed Accounts | $57,000 | 590 |
| Total fiduciary and related assets | $52,223,000 | 757 |
| Managed Assets ($) | $40,581,000 | 719 |
| Non-managed Assets ($) | $11,642,000 | 622 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |