Home > Merchants Bank > Fiduciary and Related Services
Merchants Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $579,000 | 340 |
| Number of Managed Accounts | $502,000 | 320 |
| Number of Non-Managed Accounts | $77,000 | 298 |
| Total fiduciary and related assets | $552,430,000 | 330 |
| Managed Assets ($) | $353,792,000 | 350 |
| Non-managed Assets ($) | $198,638,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,746,000 | 350 |
| 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 | $568,000 | 288 |
| Number of Managed Accounts | $494,000 | 267 |
| Number of Non-Managed Accounts | $74,000 | 217 |
| Total fiduciary and related assets | $503,202,000 | 301 |
| Managed Assets ($) | $317,378,000 | 311 |
| Non-managed Assets ($) | $185,824,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 378 |
| 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 | $557,000 | 331 |
| Number of Managed Accounts | $484,000 | 305 |
| Number of Non-Managed Accounts | $73,000 | 245 |
| Total fiduciary and related assets | $510,660,000 | 325 |
| Managed Assets ($) | $330,260,000 | 347 |
| Non-managed Assets ($) | $180,400,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 376 |
| 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 | $537,000 | 307 |
| Number of Managed Accounts | $467,000 | 280 |
| Number of Non-Managed Accounts | $70,000 | 228 |
| Total fiduciary and related assets | $467,577,000 | 313 |
| Managed Assets ($) | $292,095,000 | 326 |
| Non-managed Assets ($) | $175,482,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 395 |
| 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 | $534,000 | 365 |
| Number of Managed Accounts | $463,000 | 336 |
| Number of Non-Managed Accounts | $71,000 | 314 |
| Total fiduciary and related assets | $454,293,000 | 351 |
| Managed Assets ($) | $283,251,000 | 380 |
| Non-managed Assets ($) | $171,042,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 385 |
| 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 | $531,000 | 313 |
| Number of Managed Accounts | $457,000 | 291 |
| Number of Non-Managed Accounts | $74,000 | 224 |
| Total fiduciary and related assets | $433,547,000 | 323 |
| Managed Assets ($) | $269,309,000 | 337 |
| Non-managed Assets ($) | $164,238,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 415 |
| 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 | $518,000 | 314 |
| Number of Managed Accounts | $445,000 | 297 |
| Number of Non-Managed Accounts | $73,000 | 219 |
| Total fiduciary and related assets | $452,112,000 | 306 |
| Managed Assets ($) | $277,818,000 | 335 |
| Non-managed Assets ($) | $174,294,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,000 | 371 |
| 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 | $496,000 | 284 |
| Number of Managed Accounts | $426,000 | 268 |
| Number of Non-Managed Accounts | $70,000 | 208 |
| Total fiduciary and related assets | $409,455,000 | 298 |
| Managed Assets ($) | $311,859,000 | 293 |
| Non-managed Assets ($) | $97,596,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 383 |
| 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 | $485,000 | 347 |
| Number of Managed Accounts | $416,000 | 322 |
| Number of Non-Managed Accounts | $69,000 | 304 |
| Total fiduciary and related assets | $399,893,000 | 345 |
| Managed Assets ($) | $313,787,000 | 338 |
| Non-managed Assets ($) | $86,106,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,248,000 | 355 |
| 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 | $475,000 | 286 |
| Number of Managed Accounts | $410,000 | 268 |
| Number of Non-Managed Accounts | $65,000 | 216 |
| Total fiduciary and related assets | $367,605,000 | 306 |
| Managed Assets ($) | $285,537,000 | 297 |
| Non-managed Assets ($) | $82,068,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 382 |
| 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 | $480,000 | 316 |
| Number of Managed Accounts | $418,000 | 300 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $368,094,000 | 343 |
| Managed Assets ($) | $288,888,000 | 339 |
| Non-managed Assets ($) | $79,206,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 379 |
| 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 | $471,000 | 286 |
| Number of Managed Accounts | $408,000 | 272 |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Total fiduciary and related assets | $434,675,000 | 291 |
| Managed Assets ($) | $342,477,000 | 284 |
| Non-managed Assets ($) | $92,198,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 380 |
| 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 | $452,000 | 352 |
| Number of Managed Accounts | $407,000 | 321 |
| Number of Non-Managed Accounts | $45,000 | 407 |
| Total fiduciary and related assets | $450,294,000 | 311 |
| Managed Assets ($) | $363,628,000 | 301 |
| Non-managed Assets ($) | $86,666,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,812,000 | 370 |
| 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 | $424,000 | 295 |
| Number of Managed Accounts | $384,000 | 275 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $393,673,000 | 293 |
| Managed Assets ($) | $320,649,000 | 280 |
| Non-managed Assets ($) | $73,024,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 396 |
| 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 | $422,000 | 329 |
| Number of Managed Accounts | $382,000 | 308 |
| Number of Non-Managed Accounts | $40,000 | 281 |
| Total fiduciary and related assets | $373,853,000 | 327 |
| Managed Assets ($) | $306,836,000 | 311 |
| Non-managed Assets ($) | $67,017,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $680,000 | 407 |
| 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 | $414,000 | 295 |
| Number of Managed Accounts | $373,000 | 277 |
| Number of Non-Managed Accounts | $41,000 | 254 |
| Total fiduciary and related assets | $333,315,000 | 299 |
| Managed Assets ($) | $267,549,000 | 284 |
| Non-managed Assets ($) | $65,766,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 419 |
| 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 | $401,000 | 376 |
| Number of Managed Accounts | $363,000 | 342 |
| Number of Non-Managed Accounts | $38,000 | 463 |
| Total fiduciary and related assets | $365,350,000 | 334 |
| Managed Assets ($) | $302,290,000 | 314 |
| Non-managed Assets ($) | $63,060,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 381 |
| 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 | $390,000 | 303 |
| Number of Managed Accounts | $353,000 | 282 |
| Number of Non-Managed Accounts | $37,000 | 268 |
| Total fiduciary and related assets | $346,320,000 | 310 |
| Managed Assets ($) | $282,030,000 | 296 |
| Non-managed Assets ($) | $64,290,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 415 |
| 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 | $377,000 | 337 |
| Number of Managed Accounts | $341,000 | 314 |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Total fiduciary and related assets | $340,468,000 | 338 |
| Managed Assets ($) | $276,833,000 | 320 |
| Non-managed Assets ($) | $63,635,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $629,000 | 425 |
| 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 | $363,000 | 344 |
| Number of Managed Accounts | $328,000 | 322 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $324,965,000 | 345 |
| Managed Assets ($) | $265,876,000 | 325 |
| Non-managed Assets ($) | $59,089,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $299,000 | 430 |
| 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 | $359,000 | 413 |
| Number of Managed Accounts | $322,000 | 375 |
| Number of Non-Managed Accounts | $37,000 | 469 |
| Total fiduciary and related assets | $307,412,000 | 350 |
| Managed Assets ($) | $249,546,000 | 330 |
| Non-managed Assets ($) | $57,866,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 393 |
| 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 | $355,000 | 340 |
| Number of Managed Accounts | $319,000 | 323 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $331,282,000 | 351 |
| Managed Assets ($) | $280,231,000 | 322 |
| Non-managed Assets ($) | $51,051,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 424 |
| 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 | $346,000 | 347 |
| Number of Managed Accounts | $310,000 | 329 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $309,190,000 | 359 |
| Managed Assets ($) | $258,176,000 | 338 |
| Non-managed Assets ($) | $51,014,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 427 |
| 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 | $351,000 | 349 |
| Number of Managed Accounts | $310,000 | 329 |
| Number of Non-Managed Accounts | $41,000 | 286 |
| Total fiduciary and related assets | $306,243,000 | 358 |
| Managed Assets ($) | $245,793,000 | 341 |
| Non-managed Assets ($) | $60,450,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $296,000 | 436 |
| 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 | $356,000 | 416 |
| Number of Managed Accounts | $317,000 | 373 |
| Number of Non-Managed Accounts | $39,000 | 468 |
| Total fiduciary and related assets | $308,537,000 | 358 |
| Managed Assets ($) | $247,927,000 | 348 |
| Non-managed Assets ($) | $60,610,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,607,000 | 380 |
| 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 | $361,000 | 343 |
| Number of Managed Accounts | $319,000 | 324 |
| Number of Non-Managed Accounts | $42,000 | 274 |
| Total fiduciary and related assets | $298,655,000 | 357 |
| Managed Assets ($) | $239,643,000 | 347 |
| Non-managed Assets ($) | $59,012,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $994,000 | 412 |
| 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 | $372,000 | 338 |
| Number of Managed Accounts | $330,000 | 317 |
| Number of Non-Managed Accounts | $42,000 | 273 |
| Total fiduciary and related assets | $312,803,000 | 351 |
| Managed Assets ($) | $249,195,000 | 341 |
| Non-managed Assets ($) | $63,608,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 414 |
| 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 | $378,000 | 340 |
| Number of Managed Accounts | $333,000 | 318 |
| Number of Non-Managed Accounts | $45,000 | 267 |
| Total fiduciary and related assets | $310,957,000 | 349 |
| Managed Assets ($) | $252,403,000 | 341 |
| Non-managed Assets ($) | $58,554,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,000 | 416 |
| 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 | $393,000 | 395 |
| Number of Managed Accounts | $348,000 | 341 |
| Number of Non-Managed Accounts | $45,000 | 440 |
| Total fiduciary and related assets | $299,220,000 | 351 |
| Managed Assets ($) | $246,067,000 | 336 |
| Non-managed Assets ($) | $53,153,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 379 |
| 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 | $392,000 | 336 |
| Number of Managed Accounts | $347,000 | 307 |
| Number of Non-Managed Accounts | $45,000 | 278 |
| Total fiduciary and related assets | $298,151,000 | 346 |
| Managed Assets ($) | $245,524,000 | 331 |
| Non-managed Assets ($) | $52,627,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 408 |
| 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 | $393,000 | 335 |
| Number of Managed Accounts | $350,000 | 307 |
| Number of Non-Managed Accounts | $43,000 | 286 |
| Total fiduciary and related assets | $292,554,000 | 351 |
| Managed Assets ($) | $240,698,000 | 335 |
| Non-managed Assets ($) | $51,856,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $655,000 | 419 |
| 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 | $401,000 | 336 |
| Number of Managed Accounts | $358,000 | 308 |
| Number of Non-Managed Accounts | $43,000 | 285 |
| Total fiduciary and related assets | $293,982,000 | 347 |
| Managed Assets ($) | $241,968,000 | 324 |
| Non-managed Assets ($) | $52,014,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $325,000 | 418 |
| 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 | $396,000 | 389 |
| Number of Managed Accounts | $352,000 | 346 |
| Number of Non-Managed Accounts | $44,000 | 472 |
| Total fiduciary and related assets | $287,429,000 | 356 |
| Managed Assets ($) | $238,537,000 | 330 |
| Non-managed Assets ($) | $48,892,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 384 |
| 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 | $404,000 | 332 |
| Number of Managed Accounts | $361,000 | 306 |
| Number of Non-Managed Accounts | $43,000 | 282 |
| Total fiduciary and related assets | $286,143,000 | 353 |
| Managed Assets ($) | $235,067,000 | 327 |
| Non-managed Assets ($) | $51,076,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,009,000 | 413 |
| 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 | $394,000 | 334 |
| Number of Managed Accounts | $352,000 | 310 |
| Number of Non-Managed Accounts | $42,000 | 285 |
| Total fiduciary and related assets | $300,517,000 | 357 |
| Managed Assets ($) | $248,544,000 | 326 |
| Non-managed Assets ($) | $51,973,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 391 |
| 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 | $394,000 | 337 |
| Number of Managed Accounts | $351,000 | 314 |
| Number of Non-Managed Accounts | $43,000 | 287 |
| Total fiduciary and related assets | $298,472,000 | 363 |
| Managed Assets ($) | $251,676,000 | 327 |
| Non-managed Assets ($) | $46,796,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $367,000 | 401 |
| 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 | $401,000 | 395 |
| Number of Managed Accounts | $358,000 | 355 |
| Number of Non-Managed Accounts | $43,000 | 491 |
| Total fiduciary and related assets | $289,267,000 | 369 |
| Managed Assets ($) | $243,354,000 | 335 |
| Non-managed Assets ($) | $45,913,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,488,000 | 393 |
| 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 | $396,000 | 340 |
| Number of Managed Accounts | $352,000 | 315 |
| Number of Non-Managed Accounts | $44,000 | 283 |
| Total fiduciary and related assets | $282,597,000 | 366 |
| Managed Assets ($) | $238,514,000 | 332 |
| Non-managed Assets ($) | $44,083,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 420 |
| 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 | $392,000 | 341 |
| Number of Managed Accounts | $351,000 | 316 |
| Number of Non-Managed Accounts | $41,000 | 283 |
| Total fiduciary and related assets | $280,474,000 | 369 |
| Managed Assets ($) | $235,387,000 | 331 |
| Non-managed Assets ($) | $45,087,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 425 |
| 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 | $397,000 | 344 |
| Number of Managed Accounts | $356,000 | 316 |
| Number of Non-Managed Accounts | $41,000 | 284 |
| Total fiduciary and related assets | $276,082,000 | 371 |
| Managed Assets ($) | $230,458,000 | 334 |
| Non-managed Assets ($) | $45,624,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 406 |
| 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 | $401,000 | 414 |
| Number of Managed Accounts | $359,000 | 351 |
| Number of Non-Managed Accounts | $42,000 | 507 |
| Total fiduciary and related assets | $272,884,000 | 370 |
| Managed Assets ($) | $228,307,000 | 338 |
| Non-managed Assets ($) | $44,577,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,417,000 | 388 |
| 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 | $975,000 | 405 |
| 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 | $650,000 | 404 |
| 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 | $325,000 | 404 |
| 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 | $404,000 | 408 |
| Number of Managed Accounts | $359,000 | 345 |
| Number of Non-Managed Accounts | $45,000 | 505 |
| Total fiduciary and related assets | $243,025,000 | 378 |
| Managed Assets ($) | $194,300,000 | 344 |
| Non-managed Assets ($) | $48,725,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 399 |
| 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 | $938,000 | 396 |
| 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 | $625,000 | 398 |
| 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 | $313,000 | 398 |
| 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 | $411,000 | 406 |
| Number of Managed Accounts | $371,000 | 340 |
| Number of Non-Managed Accounts | $40,000 | 534 |
| Total fiduciary and related assets | $214,441,000 | 384 |
| Managed Assets ($) | $174,116,000 | 346 |
| Non-managed Assets ($) | $40,325,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 357 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 355 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 362 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 364 |
| 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 | $421,000 | 416 |
| Number of Managed Accounts | $381,000 | 345 |
| Number of Non-Managed Accounts | $40,000 | 568 |
| Total fiduciary and related assets | $207,189,000 | 399 |
| Managed Assets ($) | $170,484,000 | 366 |
| Non-managed Assets ($) | $36,705,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,100,000 | 376 |
| 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 | $825,000 | 380 |
| 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 | $550,000 | 378 |
| 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 | $275,000 | 383 |
| 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 | $431,000 | 410 |
| Number of Managed Accounts | $390,000 | 334 |
| Number of Non-Managed Accounts | $41,000 | 578 |
| Total fiduciary and related assets | $187,291,000 | 415 |
| Managed Assets ($) | $153,079,000 | 371 |
| Non-managed Assets ($) | $34,212,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,046,000 | 375 |
| 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 | $750,000 | 388 |
| 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 | $500,000 | 386 |
| 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 | $250,000 | 384 |
| 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 | $438,000 | 414 |
| Number of Managed Accounts | $417,000 | 318 |
| Number of Non-Managed Accounts | $21,000 | 754 |
| Total fiduciary and related assets | $167,802,000 | 424 |
| Managed Assets ($) | $146,857,000 | 368 |
| Non-managed Assets ($) | $20,945,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 375 |
| 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 | $900,000 | 367 |
| 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 | $600,000 | 379 |
| 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 | $300,000 | 379 |
| 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 | $473,000 | 396 |
| Number of Managed Accounts | $455,000 | 297 |
| Number of Non-Managed Accounts | $18,000 | 790 |
| Total fiduciary and related assets | $208,571,000 | 428 |
| Managed Assets ($) | $187,013,000 | 378 |
| Non-managed Assets ($) | $21,558,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 378 |
| 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 | $889,000 | 376 |
| 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 | $593,000 | 380 |
| 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 | $296,000 | 383 |
| 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 | $367,000 | 455 |
| Number of Managed Accounts | $348,000 | 353 |
| Number of Non-Managed Accounts | $19,000 | 804 |
| Total fiduciary and related assets | $203,157,000 | 421 |
| Managed Assets ($) | $180,520,000 | 378 |
| Non-managed Assets ($) | $22,637,000 | 495 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 360 |
| 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 | $825,000 | 371 |
| 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 | $550,000 | 375 |
| 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 | $275,000 | 377 |
| 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 | $404,000 | 443 |
| Number of Managed Accounts | $391,000 | 348 |
| Number of Non-Managed Accounts | $13,000 | 933 |
| Total fiduciary and related assets | $194,777,000 | 424 |
| Managed Assets ($) | $191,402,000 | 354 |
| Non-managed Assets ($) | $3,375,000 | 853 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,054,000 | 379 |
| 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 | $779,000 | 375 |
| 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 | $519,000 | 381 |
| 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 | $260,000 | 387 |
| 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 | $587,000 | 341 |
| Number of Managed Accounts | $576,000 | 252 |
| Number of Non-Managed Accounts | $11,000 | 964 |
| Total fiduciary and related assets | $194,059,000 | 422 |
| Managed Assets ($) | $190,998,000 | 345 |
| Non-managed Assets ($) | $3,061,000 | 873 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 373 |
| 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 | $682,000 | 398 |
| 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 | $455,000 | 402 |
| 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 | $227,000 | 401 |
| 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 | $615,000 | 338 |
| Number of Managed Accounts | $600,000 | 253 |
| Number of Non-Managed Accounts | $15,000 | 912 |
| Total fiduciary and related assets | $177,279,000 | 428 |
| Managed Assets ($) | $174,379,000 | 354 |
| Non-managed Assets ($) | $2,900,000 | 911 |
| Memoranda | ||
| Gross Fiduciary activities income | $916,000 | 398 |
| 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 | $675,000 | 406 |
| 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 | $450,000 | 415 |
| 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 | $225,000 | 423 |
| 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 | $632,000 | 343 |
| Number of Managed Accounts | $617,000 | 262 |
| Number of Non-Managed Accounts | $15,000 | 934 |
| Total fiduciary and related assets | $144,839,000 | 476 |
| Managed Assets ($) | $142,398,000 | 394 |
| Non-managed Assets ($) | $2,441,000 | 943 |
| Memoranda | ||
| Gross Fiduciary activities income | $870,000 | 433 |
| 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 | $707,000 | 308 |
| Number of Managed Accounts | $695,000 | 224 |
| Number of Non-Managed Accounts | $12,000 | 940 |
| Total fiduciary and related assets | $149,051,000 | 445 |
| Managed Assets ($) | $146,439,000 | 383 |
| Non-managed Assets ($) | $2,612,000 | 886 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 444 |
| 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 | $894,000 | 443 |
| 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 | $786,000 | 518 |
| 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 | $735,000 | 531 |
| 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 | $684,000 | 569 |
| 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 | $632,000 | 636 |
| 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 | $494,000 | 744 |
| 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 | $412,000 | 807 |
| 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 | $374,000 | 862 |
| 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 | $374,000 | 862 |