Home > National Exchange Bank and Trust > Fiduciary and Related Services
National Exchange Bank and Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $347,000 | 431 |
| Number of Managed Accounts | $334,000 | 386 |
| Number of Non-Managed Accounts | $13,000 | 588 |
| Total fiduciary and related assets | $686,194,000 | 301 |
| Managed Assets ($) | $497,028,000 | 301 |
| Non-managed Assets ($) | $189,166,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,177,000 | 326 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,355,000 | 328 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $13 | 927 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 346 |
| 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 | $342,000 | 438 |
| Number of Managed Accounts | $328,000 | 394 |
| Number of Non-Managed Accounts | $14,000 | 609 |
| Total fiduciary and related assets | $599,869,000 | 311 |
| Managed Assets ($) | $408,436,000 | 324 |
| Non-managed Assets ($) | $191,433,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,011,000 | 344 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,297,000 | 339 |
| 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 | $341,000 | 357 |
| Number of Managed Accounts | $327,000 | 332 |
| Number of Non-Managed Accounts | $14,000 | 356 |
| Total fiduciary and related assets | $590,992,000 | 274 |
| Managed Assets ($) | $398,649,000 | 281 |
| Non-managed Assets ($) | $192,343,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 301 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $791,000 | 301 |
| 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 | $316,000 | 423 |
| Number of Managed Accounts | $302,000 | 383 |
| Number of Non-Managed Accounts | $14,000 | 589 |
| Total fiduciary and related assets | $696,298,000 | 271 |
| Managed Assets ($) | $456,337,000 | 284 |
| Non-managed Assets ($) | $239,961,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,068,000 | 301 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,269,000 | 300 |
| 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 | $299,000 | 366 |
| Number of Managed Accounts | $285,000 | 344 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $656,983,000 | 270 |
| Managed Assets ($) | $421,530,000 | 289 |
| Non-managed Assets ($) | $235,453,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 298 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $721,000 | 301 |
| 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 | $298,000 | 438 |
| Number of Managed Accounts | $282,000 | 394 |
| Number of Non-Managed Accounts | $16,000 | 586 |
| Total fiduciary and related assets | $633,246,000 | 264 |
| Managed Assets ($) | $418,441,000 | 284 |
| Non-managed Assets ($) | $214,805,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,611,000 | 304 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 306 |
| 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 | $289,000 | 365 |
| Number of Managed Accounts | $274,000 | 342 |
| Number of Non-Managed Accounts | $15,000 | 339 |
| Total fiduciary and related assets | $560,279,000 | 272 |
| Managed Assets ($) | $382,667,000 | 280 |
| Non-managed Assets ($) | $177,612,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 308 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 303 |
| 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 | $283,000 | 458 |
| Number of Managed Accounts | $268,000 | 400 |
| Number of Non-Managed Accounts | $15,000 | 606 |
| Total fiduciary and related assets | $531,491,000 | 281 |
| Managed Assets ($) | $353,378,000 | 295 |
| Non-managed Assets ($) | $178,113,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,604,000 | 302 |
| 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 | $287,000 | 327 |
| Number of Managed Accounts | $271,000 | 304 |
| Number of Non-Managed Accounts | $16,000 | 298 |
| Total fiduciary and related assets | $521,143,000 | 266 |
| Managed Assets ($) | $342,025,000 | 278 |
| Non-managed Assets ($) | $179,118,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,954,000 | 302 |
| 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 | $282,000 | 361 |
| Number of Managed Accounts | $265,000 | 339 |
| Number of Non-Managed Accounts | $17,000 | 324 |
| Total fiduciary and related assets | $513,018,000 | 278 |
| Managed Assets ($) | $336,605,000 | 301 |
| Non-managed Assets ($) | $176,413,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,295,000 | 305 |
| 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 | $282,000 | 366 |
| Number of Managed Accounts | $261,000 | 342 |
| Number of Non-Managed Accounts | $21,000 | 322 |
| Total fiduciary and related assets | $515,098,000 | 277 |
| Managed Assets ($) | $343,300,000 | 297 |
| Non-managed Assets ($) | $171,798,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 307 |
| 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 | $282,000 | 467 |
| Number of Managed Accounts | $262,000 | 411 |
| Number of Non-Managed Accounts | $20,000 | 575 |
| Total fiduciary and related assets | $456,188,000 | 290 |
| Managed Assets ($) | $299,841,000 | 306 |
| Non-managed Assets ($) | $156,347,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,363,000 | 316 |
| 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 | $271,000 | 366 |
| Number of Managed Accounts | $255,000 | 343 |
| Number of Non-Managed Accounts | $16,000 | 332 |
| Total fiduciary and related assets | $445,185,000 | 299 |
| Managed Assets ($) | $309,204,000 | 309 |
| Non-managed Assets ($) | $135,981,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,766,000 | 317 |
| 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 | $262,000 | 371 |
| Number of Managed Accounts | $246,000 | 348 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $423,779,000 | 304 |
| Managed Assets ($) | $291,452,000 | 315 |
| Non-managed Assets ($) | $132,327,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 315 |
| 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 | $281,000 | 368 |
| Number of Managed Accounts | $235,000 | 352 |
| Number of Non-Managed Accounts | $46,000 | 278 |
| Total fiduciary and related assets | $417,431,000 | 312 |
| Managed Assets ($) | $285,790,000 | 317 |
| Non-managed Assets ($) | $131,641,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $595,000 | 317 |
| 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 | $236,000 | 515 |
| Number of Managed Accounts | $218,000 | 459 |
| Number of Non-Managed Accounts | $18,000 | 606 |
| Total fiduciary and related assets | $431,249,000 | 308 |
| Managed Assets ($) | $288,116,000 | 322 |
| Non-managed Assets ($) | $143,133,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,167,000 | 325 |
| 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 | $235,000 | 374 |
| Number of Managed Accounts | $213,000 | 351 |
| Number of Non-Managed Accounts | $22,000 | 315 |
| Total fiduciary and related assets | $406,336,000 | 313 |
| Managed Assets ($) | $268,563,000 | 328 |
| Non-managed Assets ($) | $137,773,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 324 |
| 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 | $222,000 | 378 |
| Number of Managed Accounts | $208,000 | 352 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $384,524,000 | 318 |
| Managed Assets ($) | $258,677,000 | 334 |
| Non-managed Assets ($) | $125,847,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 324 |
| 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 | $214,000 | 382 |
| Number of Managed Accounts | $205,000 | 355 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $382,698,000 | 319 |
| Managed Assets ($) | $259,199,000 | 333 |
| Non-managed Assets ($) | $123,499,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $478,000 | 348 |
| 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 | $210,000 | 555 |
| Number of Managed Accounts | $199,000 | 476 |
| Number of Non-Managed Accounts | $11,000 | 722 |
| Total fiduciary and related assets | $365,592,000 | 323 |
| Managed Assets ($) | $247,806,000 | 334 |
| Non-managed Assets ($) | $117,786,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,817,000 | 352 |
| 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 | $206,000 | 385 |
| Number of Managed Accounts | $193,000 | 363 |
| Number of Non-Managed Accounts | $13,000 | 345 |
| Total fiduciary and related assets | $363,756,000 | 321 |
| Managed Assets ($) | $246,583,000 | 330 |
| Non-managed Assets ($) | $117,173,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,351,000 | 354 |
| 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 | $208,000 | 386 |
| Number of Managed Accounts | $195,000 | 362 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $361,072,000 | 320 |
| Managed Assets ($) | $246,801,000 | 327 |
| Non-managed Assets ($) | $114,271,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 353 |
| 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 | $209,000 | 385 |
| Number of Managed Accounts | $194,000 | 363 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $347,687,000 | 325 |
| Managed Assets ($) | $233,032,000 | 334 |
| Non-managed Assets ($) | $114,655,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $446,000 | 355 |
| 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 | $206,000 | 573 |
| Number of Managed Accounts | $193,000 | 495 |
| Number of Non-Managed Accounts | $13,000 | 715 |
| Total fiduciary and related assets | $337,224,000 | 332 |
| Managed Assets ($) | $224,898,000 | 345 |
| Non-managed Assets ($) | $112,326,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,816,000 | 356 |
| 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 | $207,000 | 384 |
| Number of Managed Accounts | $193,000 | 360 |
| Number of Non-Managed Accounts | $14,000 | 343 |
| Total fiduciary and related assets | $327,185,000 | 338 |
| Managed Assets ($) | $219,317,000 | 339 |
| Non-managed Assets ($) | $107,868,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 355 |
| 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 | $207,000 | 386 |
| Number of Managed Accounts | $193,000 | 363 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $346,439,000 | 332 |
| Managed Assets ($) | $230,254,000 | 336 |
| Non-managed Assets ($) | $116,185,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $906,000 | 359 |
| 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 | $207,000 | 389 |
| Number of Managed Accounts | $194,000 | 360 |
| Number of Non-Managed Accounts | $13,000 | 354 |
| Total fiduciary and related assets | $345,056,000 | 338 |
| Managed Assets ($) | $229,511,000 | 338 |
| Non-managed Assets ($) | $115,545,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 355 |
| 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 | $202,000 | 594 |
| Number of Managed Accounts | $189,000 | 505 |
| Number of Non-Managed Accounts | $13,000 | 764 |
| Total fiduciary and related assets | $345,492,000 | 336 |
| Managed Assets ($) | $232,770,000 | 340 |
| Non-managed Assets ($) | $112,722,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,775,000 | 356 |
| 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 | $203,000 | 390 |
| Number of Managed Accounts | $190,000 | 366 |
| Number of Non-Managed Accounts | $13,000 | 352 |
| Total fiduciary and related assets | $338,039,000 | 338 |
| Managed Assets ($) | $228,177,000 | 337 |
| Non-managed Assets ($) | $109,862,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,308,000 | 358 |
| 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 | $206,000 | 387 |
| Number of Managed Accounts | $193,000 | 362 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $344,699,000 | 337 |
| Managed Assets ($) | $234,084,000 | 332 |
| Non-managed Assets ($) | $110,615,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $853,000 | 366 |
| 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 | $207,000 | 388 |
| Number of Managed Accounts | $194,000 | 364 |
| Number of Non-Managed Accounts | $13,000 | 355 |
| Total fiduciary and related assets | $334,243,000 | 336 |
| Managed Assets ($) | $227,666,000 | 336 |
| Non-managed Assets ($) | $106,577,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 366 |
| 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 | $208,000 | 587 |
| Number of Managed Accounts | $193,000 | 490 |
| Number of Non-Managed Accounts | $15,000 | 741 |
| Total fiduciary and related assets | $329,913,000 | 335 |
| Managed Assets ($) | $225,172,000 | 340 |
| Non-managed Assets ($) | $104,741,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,650,000 | 359 |
| 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 | $209,000 | 370 |
| Number of Managed Accounts | $193,000 | 345 |
| Number of Non-Managed Accounts | $16,000 | 332 |
| Total fiduciary and related assets | $316,132,000 | 334 |
| Managed Assets ($) | $215,859,000 | 325 |
| Non-managed Assets ($) | $100,273,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 360 |
| 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 | $209,000 | 371 |
| Number of Managed Accounts | $192,000 | 347 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $308,305,000 | 336 |
| Managed Assets ($) | $212,524,000 | 320 |
| Non-managed Assets ($) | $95,781,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $816,000 | 360 |
| 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 | $211,000 | 374 |
| Number of Managed Accounts | $193,000 | 350 |
| Number of Non-Managed Accounts | $18,000 | 330 |
| Total fiduciary and related assets | $308,101,000 | 334 |
| Managed Assets ($) | $211,603,000 | 322 |
| Non-managed Assets ($) | $96,498,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 357 |
| 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 | $208,000 | 589 |
| Number of Managed Accounts | $190,000 | 496 |
| Number of Non-Managed Accounts | $18,000 | 722 |
| Total fiduciary and related assets | $290,893,000 | 338 |
| Managed Assets ($) | $200,944,000 | 337 |
| Non-managed Assets ($) | $89,949,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,617,000 | 350 |
| 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 | $205,000 | 361 |
| Number of Managed Accounts | $189,000 | 338 |
| Number of Non-Managed Accounts | $16,000 | 320 |
| Total fiduciary and related assets | $288,727,000 | 335 |
| Managed Assets ($) | $200,785,000 | 315 |
| Non-managed Assets ($) | $87,942,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 349 |
| 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 | $203,000 | 359 |
| Number of Managed Accounts | $186,000 | 335 |
| Number of Non-Managed Accounts | $17,000 | 320 |
| Total fiduciary and related assets | $283,637,000 | 330 |
| Managed Assets ($) | $194,814,000 | 314 |
| Non-managed Assets ($) | $88,823,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 353 |
| 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 | $203,000 | 357 |
| Number of Managed Accounts | $184,000 | 335 |
| Number of Non-Managed Accounts | $19,000 | 310 |
| Total fiduciary and related assets | $290,711,000 | 331 |
| Managed Assets ($) | $200,029,000 | 314 |
| Non-managed Assets ($) | $90,682,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 345 |
| 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 | $199,000 | 602 |
| Number of Managed Accounts | $181,000 | 506 |
| Number of Non-Managed Accounts | $18,000 | 731 |
| Total fiduciary and related assets | $272,252,000 | 338 |
| Managed Assets ($) | $189,747,000 | 330 |
| Non-managed Assets ($) | $82,505,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,498,000 | 325 |
| 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 | $207,000 | 363 |
| Number of Managed Accounts | $187,000 | 333 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $260,832,000 | 332 |
| Managed Assets ($) | $185,532,000 | 310 |
| Non-managed Assets ($) | $75,300,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 323 |
| 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 | $206,000 | 367 |
| Number of Managed Accounts | $186,000 | 337 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $280,106,000 | 337 |
| Managed Assets ($) | $199,298,000 | 316 |
| Non-managed Assets ($) | $80,808,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 323 |
| 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 | $208,000 | 372 |
| Number of Managed Accounts | $187,000 | 342 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $285,273,000 | 330 |
| Managed Assets ($) | $200,446,000 | 322 |
| Non-managed Assets ($) | $84,827,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $378,000 | 323 |
| 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 | $206,000 | 607 |
| Number of Managed Accounts | $185,000 | 509 |
| Number of Non-Managed Accounts | $21,000 | 733 |
| Total fiduciary and related assets | $273,128,000 | 337 |
| Managed Assets ($) | $192,822,000 | 341 |
| Non-managed Assets ($) | $80,306,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,374,000 | 332 |
| 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 | $211,000 | 355 |
| Number of Managed Accounts | $189,000 | 324 |
| Number of Non-Managed Accounts | $22,000 | 314 |
| Total fiduciary and related assets | $292,849,000 | 312 |
| Managed Assets ($) | $185,372,000 | 307 |
| Non-managed Assets ($) | $107,477,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 326 |
| 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 | $212,000 | 357 |
| Number of Managed Accounts | $189,000 | 328 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $283,996,000 | 307 |
| Managed Assets ($) | $168,554,000 | 310 |
| Non-managed Assets ($) | $115,442,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,000 | 329 |
| 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 | $216,000 | 364 |
| Number of Managed Accounts | $191,000 | 332 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $312,888,000 | 298 |
| Managed Assets ($) | $172,587,000 | 315 |
| Non-managed Assets ($) | $140,301,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 332 |
| 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 | $217,000 | 606 |
| Number of Managed Accounts | $193,000 | 511 |
| Number of Non-Managed Accounts | $24,000 | 728 |
| Total fiduciary and related assets | $348,510,000 | 274 |
| Managed Assets ($) | $167,302,000 | 356 |
| Non-managed Assets ($) | $181,208,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,317,000 | 329 |
| 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 | $222,000 | 352 |
| Number of Managed Accounts | $197,000 | 318 |
| Number of Non-Managed Accounts | $25,000 | 304 |
| Total fiduciary and related assets | $334,488,000 | 284 |
| Managed Assets ($) | $159,112,000 | 310 |
| Non-managed Assets ($) | $175,376,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 330 |
| 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 | $655,000 | 330 |
| 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 | $329,000 | 318 |
| 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 | $215,000 | 642 |
| Number of Managed Accounts | $188,000 | 530 |
| Number of Non-Managed Accounts | $27,000 | 694 |
| Total fiduciary and related assets | $236,501,000 | 344 |
| Managed Assets ($) | $134,687,000 | 387 |
| Non-managed Assets ($) | $101,814,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,387,000 | 336 |
| 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 | $213,000 | 387 |
| Number of Managed Accounts | $186,000 | 355 |
| Number of Non-Managed Accounts | $27,000 | 321 |
| Total fiduciary and related assets | $241,373,000 | 350 |
| Managed Assets ($) | $143,902,000 | 343 |
| Non-managed Assets ($) | $97,471,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,045,000 | 339 |
| 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 | $210,000 | 394 |
| Number of Managed Accounts | $182,000 | 361 |
| Number of Non-Managed Accounts | $28,000 | 322 |
| Total fiduciary and related assets | $297,703,000 | 322 |
| Managed Assets ($) | $147,523,000 | 351 |
| Non-managed Assets ($) | $150,180,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 345 |
| 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 | $209,000 | 397 |
| Number of Managed Accounts | $181,000 | 363 |
| Number of Non-Managed Accounts | $28,000 | 324 |
| Total fiduciary and related assets | $302,364,000 | 327 |
| Managed Assets ($) | $142,449,000 | 363 |
| Non-managed Assets ($) | $159,915,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 345 |
| 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 | $208,000 | 658 |
| Number of Managed Accounts | $181,000 | 552 |
| Number of Non-Managed Accounts | $27,000 | 702 |
| Total fiduciary and related assets | $291,512,000 | 336 |
| Managed Assets ($) | $147,058,000 | 423 |
| Non-managed Assets ($) | $144,454,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,338,000 | 353 |
| 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 | $210,000 | 375 |
| Number of Managed Accounts | $177,000 | 351 |
| Number of Non-Managed Accounts | $33,000 | 305 |
| Total fiduciary and related assets | $292,136,000 | 333 |
| Managed Assets ($) | $149,458,000 | 344 |
| Non-managed Assets ($) | $142,678,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,002,000 | 350 |
| 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 | $210,000 | 381 |
| Number of Managed Accounts | $174,000 | 356 |
| Number of Non-Managed Accounts | $36,000 | 306 |
| Total fiduciary and related assets | $283,228,000 | 346 |
| Managed Assets ($) | $142,894,000 | 350 |
| Non-managed Assets ($) | $140,334,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $664,000 | 354 |
| 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 | $210,000 | 386 |
| Number of Managed Accounts | $175,000 | 357 |
| Number of Non-Managed Accounts | $35,000 | 313 |
| Total fiduciary and related assets | $270,932,000 | 353 |
| Managed Assets ($) | $137,148,000 | 354 |
| Non-managed Assets ($) | $133,784,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,000 | 362 |
| 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 | $204,000 | 660 |
| Number of Managed Accounts | $166,000 | 584 |
| Number of Non-Managed Accounts | $38,000 | 631 |
| Total fiduciary and related assets | $265,644,000 | 355 |
| Managed Assets ($) | $136,804,000 | 425 |
| Non-managed Assets ($) | $128,840,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,468,000 | 327 |
| 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 | $1,084,000 | 331 |
| 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 | $714,000 | 335 |
| 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 | $352,000 | 338 |
| 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 | $207,000 | 666 |
| Number of Managed Accounts | $164,000 | 598 |
| Number of Non-Managed Accounts | $43,000 | 612 |
| Total fiduciary and related assets | $233,220,000 | 384 |
| Managed Assets ($) | $119,248,000 | 446 |
| Non-managed Assets ($) | $113,972,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 322 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 316 |
| 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 | $731,000 | 325 |
| 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 | $326,000 | 336 |
| 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 | $211,000 | 659 |
| Number of Managed Accounts | $170,000 | 592 |
| Number of Non-Managed Accounts | $41,000 | 652 |
| Total fiduciary and related assets | $213,476,000 | 400 |
| Managed Assets ($) | $120,121,000 | 431 |
| Non-managed Assets ($) | $93,355,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 328 |
| 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 | $284,000 | 360 |
| Number of Managed Accounts | $244,000 | 324 |
| Number of Non-Managed Accounts | $40,000 | 315 |
| Total fiduciary and related assets | $355,070,000 | 294 |
| Managed Assets ($) | $115,087,000 | 344 |
| Non-managed Assets ($) | $239,983,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $996,000 | 331 |
| 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 | $279,000 | 370 |
| Number of Managed Accounts | $238,000 | 329 |
| Number of Non-Managed Accounts | $41,000 | 323 |
| Total fiduciary and related assets | $331,578,000 | 303 |
| Managed Assets ($) | $244,944,000 | 284 |
| Non-managed Assets ($) | $86,634,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $665,000 | 331 |
| 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 | $278,000 | 371 |
| Number of Managed Accounts | $234,000 | 334 |
| Number of Non-Managed Accounts | $44,000 | 323 |
| Total fiduciary and related assets | $329,350,000 | 309 |
| Managed Assets ($) | $241,657,000 | 293 |
| Non-managed Assets ($) | $87,693,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 331 |
| 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 | $285,000 | 555 |
| Number of Managed Accounts | $240,000 | 475 |
| Number of Non-Managed Accounts | $45,000 | 640 |
| Total fiduciary and related assets | $332,092,000 | 317 |
| Managed Assets ($) | $236,025,000 | 297 |
| Non-managed Assets ($) | $96,067,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,214,000 | 345 |
| 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 | $301,000 | 376 |
| Number of Managed Accounts | $256,000 | 338 |
| Number of Non-Managed Accounts | $45,000 | 332 |
| Total fiduciary and related assets | $309,141,000 | 329 |
| Managed Assets ($) | $222,165,000 | 299 |
| Non-managed Assets ($) | $86,976,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $911,000 | 353 |
| 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 | $285,000 | 385 |
| Number of Managed Accounts | $240,000 | 347 |
| Number of Non-Managed Accounts | $45,000 | 337 |
| Total fiduciary and related assets | $284,797,000 | 341 |
| Managed Assets ($) | $209,189,000 | 311 |
| Non-managed Assets ($) | $75,608,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 354 |
| 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 | $297,000 | 396 |
| Number of Managed Accounts | $245,000 | 354 |
| Number of Non-Managed Accounts | $52,000 | 337 |
| Total fiduciary and related assets | $272,361,000 | 346 |
| Managed Assets ($) | $198,090,000 | 317 |
| Non-managed Assets ($) | $74,271,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 362 |
| 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 | $299,000 | 570 |
| Number of Managed Accounts | $246,000 | 488 |
| Number of Non-Managed Accounts | $53,000 | 613 |
| Total fiduciary and related assets | $277,469,000 | 349 |
| Managed Assets ($) | $200,262,000 | 332 |
| Non-managed Assets ($) | $77,207,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,196,000 | 373 |
| 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 | $282,000 | 552 |
| Number of Managed Accounts | $231,000 | 487 |
| Number of Non-Managed Accounts | $51,000 | 588 |
| Total fiduciary and related assets | $254,907,000 | 353 |
| Managed Assets ($) | $184,136,000 | 343 |
| Non-managed Assets ($) | $70,771,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,124,000 | 395 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 408 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 464 |
| 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 | $910,000 | 486 |
| 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 | $862,000 | 513 |
| 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 | $757,000 | 595 |
| 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 | $699,000 | 639 |
| 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 | $703,000 | 629 |
| 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 | $769,000 | 624 |
| 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 | $755,000 | 628 |