Home > Independence Bank of Kentucky > Fiduciary and Related Services
Independence Bank of Kentucky, 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 | $1,404,000 | 185 |
| Number of Managed Accounts | $1,359,000 | 154 |
| Number of Non-Managed Accounts | $45,000 | 400 |
| Total fiduciary and related assets | $1,176,877,000 | 228 |
| Managed Assets ($) | $961,921,000 | 211 |
| Non-managed Assets ($) | $214,956,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,758,000 | 243 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 184 |
| Number of Managed Accounts | $1,329,000 | 153 |
| Number of Non-Managed Accounts | $40,000 | 263 |
| Total fiduciary and related assets | $1,006,064,000 | 240 |
| Managed Assets ($) | $973,093,000 | 205 |
| Non-managed Assets ($) | $32,971,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,237,000 | 247 |
| 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 | $1,351,000 | 187 |
| Number of Managed Accounts | $1,315,000 | 152 |
| Number of Non-Managed Accounts | $36,000 | 314 |
| Total fiduciary and related assets | $950,299,000 | 247 |
| Managed Assets ($) | $919,499,000 | 212 |
| Non-managed Assets ($) | $30,800,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,758,000 | 244 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,334,000 | 197 |
| Number of Managed Accounts | $1,298,000 | 160 |
| Number of Non-Managed Accounts | $36,000 | 278 |
| Total fiduciary and related assets | $939,556,000 | 250 |
| Managed Assets ($) | $907,983,000 | 222 |
| Non-managed Assets ($) | $31,573,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 252 |
| 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 | $1,299,000 | 205 |
| Number of Managed Accounts | $1,269,000 | 165 |
| Number of Non-Managed Accounts | $30,000 | 486 |
| Total fiduciary and related assets | $898,440,000 | 258 |
| Managed Assets ($) | $863,079,000 | 225 |
| Non-managed Assets ($) | $35,361,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,150,000 | 266 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,264,000 | 207 |
| Number of Managed Accounts | $1,233,000 | 166 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $796,018,000 | 265 |
| Managed Assets ($) | $760,053,000 | 233 |
| Non-managed Assets ($) | $35,965,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,831,000 | 263 |
| 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 | $1,217,000 | 190 |
| Number of Managed Accounts | $1,188,000 | 158 |
| Number of Non-Managed Accounts | $29,000 | 313 |
| Total fiduciary and related assets | $810,202,000 | 231 |
| Managed Assets ($) | $761,812,000 | 203 |
| Non-managed Assets ($) | $48,390,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,587,000 | 231 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,208,000 | 192 |
| Number of Managed Accounts | $1,178,000 | 156 |
| Number of Non-Managed Accounts | $30,000 | 267 |
| Total fiduciary and related assets | $856,898,000 | 230 |
| Managed Assets ($) | $821,263,000 | 204 |
| Non-managed Assets ($) | $35,635,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,338,000 | 233 |
| 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 | $1,124,000 | 170 |
| Number of Non-Managed Accounts | $30,000 | 474 |
| Total fiduciary and related assets | $845,762,000 | 241 |
| Managed Assets ($) | $816,683,000 | 208 |
| Non-managed Assets ($) | $29,079,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,876,000 | 240 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,144,000 | 200 |
| Number of Managed Accounts | $1,113,000 | 168 |
| Number of Non-Managed Accounts | $31,000 | 268 |
| Total fiduciary and related assets | $823,461,000 | 235 |
| Managed Assets ($) | $794,814,000 | 208 |
| Non-managed Assets ($) | $28,647,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,507,000 | 241 |
| 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 | $1,105,000 | 207 |
| Number of Managed Accounts | $1,072,000 | 178 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $815,700,000 | 241 |
| Managed Assets ($) | $787,787,000 | 207 |
| Non-managed Assets ($) | $27,913,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,316,000 | 242 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,096,000 | 204 |
| Number of Managed Accounts | $1,061,000 | 175 |
| Number of Non-Managed Accounts | $35,000 | 262 |
| Total fiduciary and related assets | $772,048,000 | 237 |
| Managed Assets ($) | $744,705,000 | 210 |
| Non-managed Assets ($) | $27,343,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 241 |
| 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 | $1,057,000 | 220 |
| Number of Managed Accounts | $1,021,000 | 185 |
| Number of Non-Managed Accounts | $36,000 | 456 |
| Total fiduciary and related assets | $761,895,000 | 243 |
| Managed Assets ($) | $734,084,000 | 214 |
| Non-managed Assets ($) | $27,811,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,060,000 | 242 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,029,000 | 213 |
| Number of Managed Accounts | $996,000 | 184 |
| Number of Non-Managed Accounts | $33,000 | 267 |
| Total fiduciary and related assets | $712,741,000 | 237 |
| Managed Assets ($) | $684,775,000 | 209 |
| Non-managed Assets ($) | $27,966,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,976,000 | 242 |
| 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 | $1,023,000 | 221 |
| Number of Managed Accounts | $989,000 | 190 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $681,680,000 | 247 |
| Managed Assets ($) | $654,391,000 | 216 |
| Non-managed Assets ($) | $27,289,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 243 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,005,000 | 214 |
| Number of Managed Accounts | $975,000 | 185 |
| Number of Non-Managed Accounts | $30,000 | 271 |
| Total fiduciary and related assets | $615,009,000 | 242 |
| Managed Assets ($) | $589,760,000 | 211 |
| Non-managed Assets ($) | $25,249,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 244 |
| 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 | $956,000 | 233 |
| Number of Managed Accounts | $924,000 | 199 |
| Number of Non-Managed Accounts | $32,000 | 485 |
| Total fiduciary and related assets | $665,646,000 | 256 |
| Managed Assets ($) | $637,690,000 | 223 |
| Non-managed Assets ($) | $27,956,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,679,000 | 252 |
| 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 | $929,000 | 222 |
| Number of Managed Accounts | $902,000 | 196 |
| Number of Non-Managed Accounts | $27,000 | 277 |
| Total fiduciary and related assets | $638,699,000 | 249 |
| Managed Assets ($) | $614,265,000 | 224 |
| Non-managed Assets ($) | $24,434,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,741,000 | 255 |
| 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 | $938,000 | 225 |
| Number of Managed Accounts | $910,000 | 197 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $613,804,000 | 256 |
| Managed Assets ($) | $588,590,000 | 230 |
| Non-managed Assets ($) | $25,214,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,789,000 | 257 |
| 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 | $938,000 | 228 |
| Number of Managed Accounts | $911,000 | 198 |
| Number of Non-Managed Accounts | $27,000 | 305 |
| Total fiduciary and related assets | $614,963,000 | 255 |
| Managed Assets ($) | $590,193,000 | 224 |
| Non-managed Assets ($) | $24,770,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 253 |
| 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 | $918,000 | 237 |
| Number of Managed Accounts | $884,000 | 202 |
| Number of Non-Managed Accounts | $34,000 | 487 |
| Total fiduciary and related assets | $571,573,000 | 256 |
| Managed Assets ($) | $545,689,000 | 228 |
| Non-managed Assets ($) | $25,884,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,501,000 | 257 |
| 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 | $910,000 | 231 |
| Number of Managed Accounts | $876,000 | 199 |
| Number of Non-Managed Accounts | $34,000 | 295 |
| Total fiduciary and related assets | $598,871,000 | 259 |
| Managed Assets ($) | $571,910,000 | 225 |
| Non-managed Assets ($) | $26,961,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,606,000 | 259 |
| 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 | $871,000 | 236 |
| Number of Managed Accounts | $840,000 | 208 |
| Number of Non-Managed Accounts | $31,000 | 304 |
| Total fiduciary and related assets | $576,218,000 | 261 |
| Managed Assets ($) | $558,779,000 | 224 |
| Non-managed Assets ($) | $17,439,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 268 |
| 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 | $853,000 | 239 |
| Number of Managed Accounts | $822,000 | 209 |
| Number of Non-Managed Accounts | $31,000 | 303 |
| Total fiduciary and related assets | $555,616,000 | 266 |
| Managed Assets ($) | $539,388,000 | 224 |
| Non-managed Assets ($) | $16,228,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $849,000 | 263 |
| 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 | $818,000 | 259 |
| Number of Managed Accounts | $785,000 | 217 |
| Number of Non-Managed Accounts | $33,000 | 497 |
| Total fiduciary and related assets | $561,249,000 | 265 |
| Managed Assets ($) | $544,590,000 | 225 |
| Non-managed Assets ($) | $16,659,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,004,000 | 275 |
| 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 | $786,000 | 251 |
| Number of Managed Accounts | $752,000 | 216 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $536,071,000 | 270 |
| Managed Assets ($) | $516,415,000 | 228 |
| Non-managed Assets ($) | $19,656,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 276 |
| 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 | $778,000 | 255 |
| Number of Managed Accounts | $743,000 | 219 |
| Number of Non-Managed Accounts | $35,000 | 289 |
| Total fiduciary and related assets | $531,143,000 | 265 |
| Managed Assets ($) | $512,680,000 | 225 |
| Non-managed Assets ($) | $18,463,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 277 |
| 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 | $742,000 | 260 |
| Number of Managed Accounts | $710,000 | 227 |
| Number of Non-Managed Accounts | $32,000 | 292 |
| Total fiduciary and related assets | $519,008,000 | 267 |
| Managed Assets ($) | $501,873,000 | 231 |
| Non-managed Assets ($) | $17,135,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 281 |
| 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 | $713,000 | 279 |
| Number of Managed Accounts | $680,000 | 235 |
| Number of Non-Managed Accounts | $33,000 | 513 |
| Total fiduciary and related assets | $493,936,000 | 266 |
| Managed Assets ($) | $476,650,000 | 233 |
| Non-managed Assets ($) | $17,286,000 | 480 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 291 |
| 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 | $686,000 | 269 |
| Number of Managed Accounts | $655,000 | 240 |
| Number of Non-Managed Accounts | $31,000 | 309 |
| Total fiduciary and related assets | $492,685,000 | 267 |
| Managed Assets ($) | $478,048,000 | 235 |
| Non-managed Assets ($) | $14,637,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,859,000 | 296 |
| 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 | $659,000 | 273 |
| Number of Managed Accounts | $627,000 | 249 |
| Number of Non-Managed Accounts | $32,000 | 307 |
| Total fiduciary and related assets | $471,645,000 | 281 |
| Managed Assets ($) | $456,924,000 | 240 |
| Non-managed Assets ($) | $14,721,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,196,000 | 301 |
| 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 | $648,000 | 281 |
| Number of Managed Accounts | $613,000 | 249 |
| Number of Non-Managed Accounts | $35,000 | 296 |
| Total fiduciary and related assets | $462,465,000 | 278 |
| Managed Assets ($) | $446,650,000 | 239 |
| Non-managed Assets ($) | $15,815,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $584,000 | 299 |
| 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 | $605,000 | 305 |
| Number of Managed Accounts | $574,000 | 265 |
| Number of Non-Managed Accounts | $31,000 | 540 |
| Total fiduciary and related assets | $441,217,000 | 283 |
| Managed Assets ($) | $423,145,000 | 248 |
| Non-managed Assets ($) | $18,072,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 324 |
| 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 | $586,000 | 284 |
| Number of Managed Accounts | $555,000 | 256 |
| Number of Non-Managed Accounts | $31,000 | 297 |
| Total fiduciary and related assets | $416,516,000 | 292 |
| Managed Assets ($) | $400,868,000 | 252 |
| Non-managed Assets ($) | $15,648,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 326 |
| 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 | $533,000 | 305 |
| Number of Managed Accounts | $504,000 | 267 |
| Number of Non-Managed Accounts | $29,000 | 310 |
| Total fiduciary and related assets | $392,774,000 | 316 |
| Managed Assets ($) | $377,709,000 | 266 |
| Non-managed Assets ($) | $15,065,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,053,000 | 326 |
| 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 | $516,000 | 306 |
| Number of Managed Accounts | $490,000 | 270 |
| Number of Non-Managed Accounts | $26,000 | 320 |
| Total fiduciary and related assets | $390,591,000 | 315 |
| Managed Assets ($) | $379,444,000 | 269 |
| Non-managed Assets ($) | $11,147,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 324 |
| 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 | $500,000 | 349 |
| Number of Managed Accounts | $474,000 | 290 |
| Number of Non-Managed Accounts | $26,000 | 606 |
| Total fiduciary and related assets | $390,014,000 | 315 |
| Managed Assets ($) | $379,371,000 | 270 |
| Non-managed Assets ($) | $10,643,000 | 588 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,052,000 | 332 |
| 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 | $489,000 | 313 |
| Number of Managed Accounts | $462,000 | 276 |
| Number of Non-Managed Accounts | $27,000 | 312 |
| Total fiduciary and related assets | $376,903,000 | 316 |
| Managed Assets ($) | $365,016,000 | 272 |
| Non-managed Assets ($) | $11,887,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 333 |
| 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 | $485,000 | 314 |
| Number of Managed Accounts | $455,000 | 279 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $377,103,000 | 317 |
| Managed Assets ($) | $364,736,000 | 273 |
| Non-managed Assets ($) | $12,367,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 329 |
| 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 | $477,000 | 322 |
| Number of Managed Accounts | $446,000 | 285 |
| Number of Non-Managed Accounts | $31,000 | 302 |
| Total fiduciary and related assets | $360,077,000 | 322 |
| Managed Assets ($) | $347,033,000 | 279 |
| Non-managed Assets ($) | $13,044,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $518,000 | 327 |
| 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 | $483,000 | 359 |
| Number of Managed Accounts | $451,000 | 299 |
| Number of Non-Managed Accounts | $32,000 | 567 |
| Total fiduciary and related assets | $361,297,000 | 323 |
| Managed Assets ($) | $347,502,000 | 274 |
| Non-managed Assets ($) | $13,795,000 | 546 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,944,000 | 325 |
| 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 | $459,000 | 316 |
| Number of Managed Accounts | $444,000 | 275 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $352,222,000 | 318 |
| Managed Assets ($) | $347,265,000 | 270 |
| Non-managed Assets ($) | $4,957,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,429,000 | 329 |
| 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 | $498,000 | 306 |
| Number of Managed Accounts | $462,000 | 271 |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Total fiduciary and related assets | $346,829,000 | 313 |
| Managed Assets ($) | $332,434,000 | 269 |
| Non-managed Assets ($) | $14,395,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 333 |
| 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 | $494,000 | 309 |
| Number of Managed Accounts | $459,000 | 269 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $341,120,000 | 315 |
| Managed Assets ($) | $327,480,000 | 269 |
| Non-managed Assets ($) | $13,640,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $459,000 | 335 |
| 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 | $481,000 | 364 |
| Number of Managed Accounts | $444,000 | 299 |
| Number of Non-Managed Accounts | $37,000 | 549 |
| Total fiduciary and related assets | $329,801,000 | 316 |
| Managed Assets ($) | $308,440,000 | 274 |
| Non-managed Assets ($) | $21,361,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,720,000 | 335 |
| 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 | $491,000 | 304 |
| Number of Managed Accounts | $451,000 | 267 |
| Number of Non-Managed Accounts | $40,000 | 275 |
| Total fiduciary and related assets | $326,970,000 | 315 |
| Managed Assets ($) | $301,664,000 | 273 |
| Non-managed Assets ($) | $25,306,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,283,000 | 335 |
| 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 | $481,000 | 307 |
| Number of Managed Accounts | $443,000 | 264 |
| Number of Non-Managed Accounts | $38,000 | 278 |
| Total fiduciary and related assets | $319,805,000 | 311 |
| Managed Assets ($) | $294,725,000 | 267 |
| Non-managed Assets ($) | $25,080,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $850,000 | 340 |
| 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 | $482,000 | 304 |
| Number of Managed Accounts | $443,000 | 263 |
| Number of Non-Managed Accounts | $39,000 | 271 |
| Total fiduciary and related assets | $305,490,000 | 316 |
| Managed Assets ($) | $283,763,000 | 277 |
| Non-managed Assets ($) | $21,727,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $434,000 | 332 |
| 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 | $479,000 | 370 |
| Number of Managed Accounts | $442,000 | 305 |
| Number of Non-Managed Accounts | $37,000 | 552 |
| Total fiduciary and related assets | $295,971,000 | 318 |
| Managed Assets ($) | $277,649,000 | 277 |
| Non-managed Assets ($) | $18,322,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 305 |
| 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 | $474,000 | 306 |
| Number of Managed Accounts | $437,000 | 266 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $285,010,000 | 312 |
| Managed Assets ($) | $265,945,000 | 272 |
| Non-managed Assets ($) | $19,065,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,210,000 | 306 |
| 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 | $457,000 | 310 |
| Number of Managed Accounts | $424,000 | 272 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $290,267,000 | 324 |
| Managed Assets ($) | $273,724,000 | 275 |
| Non-managed Assets ($) | $16,543,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 310 |
| 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 | $443,000 | 318 |
| Number of Managed Accounts | $412,000 | 282 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $288,564,000 | 324 |
| Managed Assets ($) | $273,869,000 | 277 |
| Non-managed Assets ($) | $14,695,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 303 |
| 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 | $431,000 | 406 |
| Number of Managed Accounts | $400,000 | 331 |
| Number of Non-Managed Accounts | $31,000 | 634 |
| Total fiduciary and related assets | $277,442,000 | 334 |
| Managed Assets ($) | $263,145,000 | 285 |
| Non-managed Assets ($) | $14,297,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 335 |
| 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 | $980,000 | 339 |
| 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 | $657,000 | 338 |
| 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 | $326,000 | 347 |
| 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 | $402,000 | 428 |
| Number of Managed Accounts | $372,000 | 345 |
| Number of Non-Managed Accounts | $30,000 | 673 |
| Total fiduciary and related assets | $242,164,000 | 351 |
| Managed Assets ($) | $228,872,000 | 295 |
| Non-managed Assets ($) | $13,292,000 | 562 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 356 |
| 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 | $836,000 | 356 |
| 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 | $552,000 | 363 |
| 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 | $268,000 | 376 |
| 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 | $379,000 | 453 |
| Number of Managed Accounts | $357,000 | 357 |
| Number of Non-Managed Accounts | $22,000 | 742 |
| Total fiduciary and related assets | $209,857,000 | 377 |
| Managed Assets ($) | $203,303,000 | 309 |
| Non-managed Assets ($) | $6,554,000 | 676 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 373 |
| 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 | $883,000 | 373 |
| 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 | $593,000 | 383 |
| 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 | $289,000 | 389 |
| 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 | $355,000 | 481 |
| Number of Managed Accounts | $331,000 | 376 |
| Number of Non-Managed Accounts | $24,000 | 723 |
| Total fiduciary and related assets | $232,465,000 | 399 |
| Managed Assets ($) | $217,237,000 | 347 |
| Non-managed Assets ($) | $15,228,000 | 559 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 395 |
| 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 | $814,000 | 395 |
| 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 | $532,000 | 412 |
| 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 | $255,000 | 420 |
| 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 | $358,000 | 459 |
| Number of Managed Accounts | $331,000 | 362 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $209,654,000 | 411 |
| Managed Assets ($) | $203,534,000 | 355 |
| Non-managed Assets ($) | $6,120,000 | 742 |
| Memoranda | ||
| Gross Fiduciary activities income | $931,000 | 423 |
| 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 | $674,000 | 437 |
| 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 | $433,000 | 450 |
| 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 | $216,000 | 455 |
| 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 | $322,000 | 508 |
| Number of Managed Accounts | $277,000 | 428 |
| Number of Non-Managed Accounts | $45,000 | 602 |
| Total fiduciary and related assets | $200,924,000 | 416 |
| Managed Assets ($) | $192,280,000 | 353 |
| Non-managed Assets ($) | $8,644,000 | 681 |
| Memoranda | ||
| Gross Fiduciary activities income | $732,000 | 476 |
| 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 | $512,000 | 489 |
| 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 | $311,000 | 365 |
| Number of Managed Accounts | $264,000 | 331 |
| Number of Non-Managed Accounts | $47,000 | 298 |
| Total fiduciary and related assets | $192,115,000 | 377 |
| Managed Assets ($) | $184,472,000 | 328 |
| Non-managed Assets ($) | $7,643,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 527 |
| 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 | $288,000 | 372 |
| Number of Managed Accounts | $243,000 | 340 |
| Number of Non-Managed Accounts | $45,000 | 305 |
| Total fiduciary and related assets | $120,792,000 | 396 |
| Managed Assets ($) | $113,946,000 | 356 |
| Non-managed Assets ($) | $6,846,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,000 | 539 |
| 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 | $266,000 | 575 |
| Number of Managed Accounts | $222,000 | 490 |
| Number of Non-Managed Accounts | $44,000 | 624 |
| Total fiduciary and related assets | $116,794,000 | 532 |
| Managed Assets ($) | $110,216,000 | 456 |
| Non-managed Assets ($) | $6,578,000 | 726 |
| Memoranda | ||
| Gross Fiduciary activities income | $533,000 | 554 |
| 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 | $259,000 | 367 |
| Number of Managed Accounts | $212,000 | 339 |
| Number of Non-Managed Accounts | $47,000 | 309 |
| Total fiduciary and related assets | $105,681,000 | 391 |
| Managed Assets ($) | $99,350,000 | 350 |
| Non-managed Assets ($) | $6,331,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 553 |
| 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 | $254,000 | 373 |
| Number of Managed Accounts | $208,000 | 341 |
| Number of Non-Managed Accounts | $46,000 | 317 |
| Total fiduciary and related assets | $104,729,000 | 395 |
| Managed Assets ($) | $98,399,000 | 354 |
| Non-managed Assets ($) | $6,330,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $269,000 | 552 |
| 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 | $246,000 | 380 |
| Number of Managed Accounts | $201,000 | 346 |
| Number of Non-Managed Accounts | $45,000 | 320 |
| Total fiduciary and related assets | $106,384,000 | 402 |
| Managed Assets ($) | $100,297,000 | 361 |
| Non-managed Assets ($) | $6,087,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,000 | 572 |
| 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 | $229,000 | 644 |
| Number of Managed Accounts | $186,000 | 560 |
| Number of Non-Managed Accounts | $43,000 | 651 |
| Total fiduciary and related assets | $90,507,000 | 599 |
| Managed Assets ($) | $86,806,000 | 499 |
| Non-managed Assets ($) | $3,701,000 | 875 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 658 |
| 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 | $254,000 | 678 |
| 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 | $166,000 | 682 |
| 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 | $81,000 | 706 |
| 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 | $216,000 | 678 |
| Number of Managed Accounts | $172,000 | 601 |
| Number of Non-Managed Accounts | $44,000 | 662 |
| Total fiduciary and related assets | $68,063,000 | 681 |
| Managed Assets ($) | $63,361,000 | 591 |
| Non-managed Assets ($) | $4,702,000 | 819 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,000 | 700 |
| 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 | $179,000 | 717 |
| Number of Managed Accounts | $156,000 | 607 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $53,281,000 | 724 |
| Managed Assets ($) | $50,135,000 | 636 |
| Non-managed Assets ($) | $3,146,000 | 858 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 727 |
| 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 | $252,000 | 755 |
| 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 |