Home > Oregon Pacific Banking Company dba Oregon Pacific Bank > Fiduciary and Related Services
Oregon Pacific Banking Company dba Oregon Pacific 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 | $359,000 | 420 |
| Number of Managed Accounts | $346,000 | 374 |
| Number of Non-Managed Accounts | $13,000 | 588 |
| Total fiduciary and related assets | $240,183,000 | 451 |
| Managed Assets ($) | $226,695,000 | 417 |
| Non-managed Assets ($) | $13,488,000 | 501 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,619,000 | 310 |
| 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 | $379,000 | 319 |
| Number of Managed Accounts | $367,000 | 291 |
| Number of Non-Managed Accounts | $12,000 | 324 |
| Total fiduciary and related assets | $232,992,000 | 354 |
| Managed Assets ($) | $219,268,000 | 334 |
| Non-managed Assets ($) | $13,724,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,675,000 | 308 |
| 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 | $367,000 | 373 |
| Number of Managed Accounts | $355,000 | 341 |
| Number of Non-Managed Accounts | $12,000 | 378 |
| Total fiduciary and related assets | $236,283,000 | 426 |
| Managed Assets ($) | $222,880,000 | 396 |
| Non-managed Assets ($) | $13,403,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 298 |
| 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 | $373,000 | 329 |
| Number of Managed Accounts | $362,000 | 302 |
| Number of Non-Managed Accounts | $11,000 | 336 |
| Total fiduciary and related assets | $233,055,000 | 365 |
| Managed Assets ($) | $219,731,000 | 344 |
| Non-managed Assets ($) | $13,324,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $884,000 | 315 |
| 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 | $375,000 | 422 |
| Number of Managed Accounts | $364,000 | 375 |
| Number of Non-Managed Accounts | $11,000 | 636 |
| Total fiduciary and related assets | $228,562,000 | 460 |
| Managed Assets ($) | $215,736,000 | 423 |
| Non-managed Assets ($) | $12,826,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,206,000 | 332 |
| 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 | $379,000 | 337 |
| Number of Managed Accounts | $368,000 | 311 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $206,369,000 | 381 |
| Managed Assets ($) | $193,448,000 | 359 |
| Non-managed Assets ($) | $12,921,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000 | 336 |
| 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 | $357,000 | 354 |
| Number of Managed Accounts | $347,000 | 327 |
| Number of Non-Managed Accounts | $10,000 | 365 |
| Total fiduciary and related assets | $205,688,000 | 413 |
| Managed Assets ($) | $192,415,000 | 386 |
| Non-managed Assets ($) | $13,273,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 299 |
| 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 | $357,000 | 310 |
| Number of Managed Accounts | $346,000 | 285 |
| Number of Non-Managed Accounts | $11,000 | 308 |
| Total fiduciary and related assets | $211,827,000 | 342 |
| Managed Assets ($) | $197,190,000 | 325 |
| Non-managed Assets ($) | $14,637,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $778,000 | 304 |
| 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 | $351,000 | 405 |
| Number of Managed Accounts | $341,000 | 358 |
| Number of Non-Managed Accounts | $10,000 | 633 |
| Total fiduciary and related assets | $221,494,000 | 442 |
| Managed Assets ($) | $208,041,000 | 406 |
| Non-managed Assets ($) | $13,453,000 | 494 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,029,000 | 304 |
| 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 | $346,000 | 309 |
| Number of Managed Accounts | $336,000 | 286 |
| Number of Non-Managed Accounts | $10,000 | 301 |
| Total fiduciary and related assets | $197,322,000 | 334 |
| Managed Assets ($) | $183,686,000 | 316 |
| Non-managed Assets ($) | $13,636,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,211,000 | 305 |
| 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 | $348,000 | 351 |
| Number of Managed Accounts | $338,000 | 328 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $193,691,000 | 400 |
| Managed Assets ($) | $180,368,000 | 375 |
| Non-managed Assets ($) | $13,323,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 300 |
| 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 | $352,000 | 311 |
| Number of Managed Accounts | $340,000 | 291 |
| Number of Non-Managed Accounts | $12,000 | 299 |
| Total fiduciary and related assets | $188,302,000 | 336 |
| Managed Assets ($) | $175,868,000 | 317 |
| Non-managed Assets ($) | $12,434,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 321 |
| 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 | $343,000 | 409 |
| Number of Managed Accounts | $331,000 | 360 |
| Number of Non-Managed Accounts | $12,000 | 624 |
| Total fiduciary and related assets | $170,536,000 | 467 |
| Managed Assets ($) | $157,873,000 | 429 |
| Non-managed Assets ($) | $12,663,000 | 505 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,401,000 | 314 |
| 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 | $347,000 | 309 |
| Number of Managed Accounts | $335,000 | 288 |
| Number of Non-Managed Accounts | $12,000 | 304 |
| Total fiduciary and related assets | $163,602,000 | 337 |
| Managed Assets ($) | $150,995,000 | 319 |
| Non-managed Assets ($) | $12,607,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,766,000 | 313 |
| 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 | $352,000 | 346 |
| Number of Managed Accounts | $340,000 | 322 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $159,315,000 | 395 |
| Managed Assets ($) | $147,582,000 | 372 |
| Non-managed Assets ($) | $11,733,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 320 |
| 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 | $351,000 | 309 |
| Number of Managed Accounts | $340,000 | 288 |
| Number of Non-Managed Accounts | $11,000 | 306 |
| Total fiduciary and related assets | $152,123,000 | 339 |
| Managed Assets ($) | $141,457,000 | 321 |
| Non-managed Assets ($) | $10,666,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 323 |
| 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 | $351,000 | 416 |
| Number of Managed Accounts | $340,000 | 360 |
| Number of Non-Managed Accounts | $11,000 | 651 |
| Total fiduciary and related assets | $166,098,000 | 460 |
| Managed Assets ($) | $155,314,000 | 423 |
| Non-managed Assets ($) | $10,784,000 | 530 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,142,000 | 329 |
| 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 | $347,000 | 317 |
| Number of Managed Accounts | $335,000 | 291 |
| Number of Non-Managed Accounts | $12,000 | 306 |
| Total fiduciary and related assets | $155,031,000 | 343 |
| Managed Assets ($) | $144,214,000 | 324 |
| Non-managed Assets ($) | $10,817,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,565,000 | 337 |
| 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 | $325,000 | 353 |
| Number of Managed Accounts | $314,000 | 325 |
| Number of Non-Managed Accounts | $11,000 | 335 |
| Total fiduciary and related assets | $147,364,000 | 382 |
| Managed Assets ($) | $136,799,000 | 362 |
| Non-managed Assets ($) | $10,565,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 344 |
| 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 | $313,000 | 356 |
| Number of Managed Accounts | $303,000 | 327 |
| Number of Non-Managed Accounts | $10,000 | 347 |
| Total fiduciary and related assets | $143,369,000 | 388 |
| Managed Assets ($) | $131,360,000 | 367 |
| Non-managed Assets ($) | $12,009,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 348 |
| 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 | $311,000 | 447 |
| Number of Managed Accounts | $301,000 | 388 |
| Number of Non-Managed Accounts | $10,000 | 678 |
| Total fiduciary and related assets | $140,614,000 | 488 |
| Managed Assets ($) | $129,043,000 | 449 |
| Non-managed Assets ($) | $11,571,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,604,000 | 305 |
| 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 | $319,000 | 353 |
| Number of Managed Accounts | $311,000 | 326 |
| Number of Non-Managed Accounts | $8,000 | 357 |
| Total fiduciary and related assets | $153,810,000 | 390 |
| Managed Assets ($) | $142,230,000 | 368 |
| Non-managed Assets ($) | $11,580,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,821,000 | 314 |
| 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 | $330,000 | 354 |
| Number of Managed Accounts | $322,000 | 322 |
| Number of Non-Managed Accounts | $8,000 | 357 |
| Total fiduciary and related assets | $156,619,000 | 392 |
| Managed Assets ($) | $145,524,000 | 371 |
| Non-managed Assets ($) | $11,095,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,219,000 | 312 |
| 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 | $312,000 | 359 |
| Number of Managed Accounts | $303,000 | 335 |
| Number of Non-Managed Accounts | $9,000 | 357 |
| Total fiduciary and related assets | $161,079,000 | 396 |
| Managed Assets ($) | $148,033,000 | 371 |
| Non-managed Assets ($) | $13,046,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $570,000 | 325 |
| 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 | $315,000 | 453 |
| Number of Managed Accounts | $307,000 | 383 |
| Number of Non-Managed Accounts | $8,000 | 730 |
| Total fiduciary and related assets | $168,728,000 | 468 |
| Managed Assets ($) | $156,434,000 | 415 |
| Non-managed Assets ($) | $12,294,000 | 530 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,296,000 | 318 |
| 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 | $318,000 | 355 |
| Number of Managed Accounts | $310,000 | 328 |
| Number of Non-Managed Accounts | $8,000 | 350 |
| Total fiduciary and related assets | $169,761,000 | 392 |
| Managed Assets ($) | $157,277,000 | 361 |
| Non-managed Assets ($) | $12,484,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 317 |
| 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 | $318,000 | 354 |
| Number of Managed Accounts | $311,000 | 324 |
| Number of Non-Managed Accounts | $7,000 | 354 |
| Total fiduciary and related assets | $163,781,000 | 393 |
| Managed Assets ($) | $152,819,000 | 360 |
| Non-managed Assets ($) | $10,962,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,067,000 | 328 |
| 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 | $306,000 | 357 |
| Number of Managed Accounts | $299,000 | 330 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $158,913,000 | 395 |
| Managed Assets ($) | $148,159,000 | 364 |
| Non-managed Assets ($) | $10,754,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 342 |
| 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 | $306,000 | 448 |
| Number of Managed Accounts | $300,000 | 376 |
| Number of Non-Managed Accounts | $6,000 | 784 |
| Total fiduciary and related assets | $140,583,000 | 496 |
| Managed Assets ($) | $132,158,000 | 442 |
| Non-managed Assets ($) | $8,425,000 | 595 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,054,000 | 331 |
| 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 | $309,000 | 360 |
| Number of Managed Accounts | $303,000 | 324 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $146,838,000 | 397 |
| Managed Assets ($) | $138,126,000 | 367 |
| Non-managed Assets ($) | $8,712,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,544,000 | 330 |
| 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 | $306,000 | 361 |
| Number of Managed Accounts | $300,000 | 327 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $145,239,000 | 399 |
| Managed Assets ($) | $136,560,000 | 367 |
| Non-managed Assets ($) | $8,679,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 333 |
| 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 | $302,000 | 363 |
| Number of Managed Accounts | $296,000 | 330 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $150,788,000 | 400 |
| Managed Assets ($) | $142,503,000 | 369 |
| Non-managed Assets ($) | $8,285,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 337 |
| 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 | $291,000 | 465 |
| Number of Managed Accounts | $284,000 | 396 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $144,141,000 | 491 |
| Managed Assets ($) | $133,910,000 | 442 |
| Non-managed Assets ($) | $10,231,000 | 574 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,151,000 | 320 |
| 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 | $284,000 | 366 |
| Number of Managed Accounts | $278,000 | 335 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $141,127,000 | 397 |
| Managed Assets ($) | $131,243,000 | 369 |
| Non-managed Assets ($) | $9,884,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,646,000 | 321 |
| 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 | $281,000 | 366 |
| Number of Managed Accounts | $275,000 | 339 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $141,463,000 | 402 |
| Managed Assets ($) | $131,529,000 | 372 |
| Non-managed Assets ($) | $9,934,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 324 |
| 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 | $446,000 | 323 |
| Number of Managed Accounts | $406,000 | 292 |
| Number of Non-Managed Accounts | $40,000 | 289 |
| Total fiduciary and related assets | $219,879,000 | 392 |
| Managed Assets ($) | $192,685,000 | 355 |
| Non-managed Assets ($) | $27,194,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $537,000 | 325 |
| 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 | $310,000 | 470 |
| Number of Managed Accounts | $275,000 | 411 |
| Number of Non-Managed Accounts | $35,000 | 534 |
| Total fiduciary and related assets | $148,703,000 | 500 |
| Managed Assets ($) | $131,098,000 | 459 |
| Non-managed Assets ($) | $17,605,000 | 502 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,111,000 | 329 |
| 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 | $317,000 | 367 |
| Number of Managed Accounts | $279,000 | 341 |
| Number of Non-Managed Accounts | $38,000 | 289 |
| Total fiduciary and related assets | $159,598,000 | 396 |
| Managed Assets ($) | $139,998,000 | 366 |
| Non-managed Assets ($) | $19,600,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 334 |
| 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 | $325,000 | 366 |
| Number of Managed Accounts | $286,000 | 339 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $165,223,000 | 395 |
| Managed Assets ($) | $143,946,000 | 366 |
| Non-managed Assets ($) | $21,277,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 338 |
| 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 | $321,000 | 370 |
| Number of Managed Accounts | $282,000 | 343 |
| Number of Non-Managed Accounts | $39,000 | 288 |
| Total fiduciary and related assets | $155,712,000 | 399 |
| Managed Assets ($) | $135,101,000 | 372 |
| Non-managed Assets ($) | $20,611,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 349 |
| 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 | $339,000 | 452 |
| Number of Managed Accounts | $290,000 | 403 |
| Number of Non-Managed Accounts | $49,000 | 474 |
| Total fiduciary and related assets | $152,976,000 | 480 |
| Managed Assets ($) | $130,711,000 | 443 |
| Non-managed Assets ($) | $22,265,000 | 464 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,938,000 | 326 |
| 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 | $349,000 | 344 |
| Number of Managed Accounts | $291,000 | 323 |
| Number of Non-Managed Accounts | $58,000 | 256 |
| Total fiduciary and related assets | $153,700,000 | 377 |
| Managed Assets ($) | $127,777,000 | 356 |
| Non-managed Assets ($) | $25,923,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,440,000 | 324 |
| 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 | $362,000 | 337 |
| Number of Managed Accounts | $292,000 | 322 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $151,935,000 | 377 |
| Managed Assets ($) | $120,608,000 | 356 |
| Non-managed Assets ($) | $31,327,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 324 |
| 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 | $398,000 | 329 |
| Number of Managed Accounts | $296,000 | 322 |
| Number of Non-Managed Accounts | $102,000 | 213 |
| Total fiduciary and related assets | $167,251,000 | 377 |
| Managed Assets ($) | $128,516,000 | 353 |
| Non-managed Assets ($) | $38,735,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $500,000 | 320 |
| 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 | $446,000 | 384 |
| Number of Managed Accounts | $293,000 | 394 |
| Number of Non-Managed Accounts | $153,000 | 244 |
| Total fiduciary and related assets | $174,738,000 | 440 |
| Managed Assets ($) | $122,506,000 | 439 |
| Non-managed Assets ($) | $52,232,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 446 |
| 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 | $595,000 | 503 |
| 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 | $373,000 | 518 |
| 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 | $185,000 | 524 |
| 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 | $138,000 | 709 |
| Number of Managed Accounts | $137,000 | 577 |
| Number of Non-Managed Accounts | $1,000 | 1,106 |
| Total fiduciary and related assets | $54,057,000 | 704 |
| Managed Assets ($) | $53,869,000 | 618 |
| Non-managed Assets ($) | $188,000 | 1,061 |
| Memoranda | ||
| Gross Fiduciary activities income | $738,000 | 473 |
| 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 | $556,000 | 468 |
| 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 | $367,000 | 481 |
| 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 | $178,000 | 487 |
| 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 | $131,000 | 748 |
| Number of Managed Accounts | $130,000 | 604 |
| Number of Non-Managed Accounts | $1,000 | 1,149 |
| Total fiduciary and related assets | $56,086,000 | 712 |
| Managed Assets ($) | $55,846,000 | 620 |
| Non-managed Assets ($) | $240,000 | 1,090 |
| Memoranda | ||
| Gross Fiduciary activities income | $667,000 | 489 |
| 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 | $470,000 | 507 |
| 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 | $310,000 | 508 |
| 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 | $140,000 | 540 |
| 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 | $116,000 | 800 |
| Number of Managed Accounts | $114,000 | 648 |
| Number of Non-Managed Accounts | $2,000 | 1,129 |
| Total fiduciary and related assets | $44,974,000 | 763 |
| Managed Assets ($) | $43,568,000 | 670 |
| Non-managed Assets ($) | $1,406,000 | 952 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 519 |
| 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 | $419,000 | 524 |
| 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 | $278,000 | 526 |
| 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 | $136,000 | 535 |
| 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 | $117,000 | 813 |
| Number of Managed Accounts | $113,000 | 669 |
| Number of Non-Managed Accounts | $4,000 | 1,054 |
| Total fiduciary and related assets | $46,660,000 | 747 |
| Managed Assets ($) | $44,381,000 | 666 |
| Non-managed Assets ($) | $2,279,000 | 847 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 506 |
| 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 | $508,000 | 506 |
| 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 | $346,000 | 513 |
| 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 | $175,000 | 518 |
| 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 | $114,000 | 837 |
| Number of Managed Accounts | $113,000 | 692 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $55,600,000 | 763 |
| Managed Assets ($) | $55,306,000 | 661 |
| Non-managed Assets ($) | $294,000 | 1,152 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 508 |
| 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 | $530,000 | 512 |
| 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 | $350,000 | 527 |
| 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 | $173,000 | 525 |
| 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 | $104,000 | 884 |
| Number of Managed Accounts | $104,000 | 719 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $55,530,000 | 765 |
| Managed Assets ($) | $55,530,000 | 657 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 509 |
| 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 | $502,000 | 511 |
| 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 | $324,000 | 525 |
| 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 | $159,000 | 540 |
| 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 | $89,000 | 944 |
| Number of Managed Accounts | $85,000 | 798 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $53,294,000 | 775 |
| Managed Assets ($) | $52,255,000 | 667 |
| Non-managed Assets ($) | $1,039,000 | 1,049 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 528 |
| 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 | $459,000 | 525 |
| 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 | $302,000 | 535 |
| 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 | $146,000 | 553 |
| 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 | $82,000 | 987 |
| Number of Managed Accounts | $80,000 | 811 |
| Number of Non-Managed Accounts | $2,000 | 1,214 |
| Total fiduciary and related assets | $47,575,000 | 794 |
| Managed Assets ($) | $46,750,000 | 685 |
| Non-managed Assets ($) | $825,000 | 1,076 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 548 |
| 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 | $389,000 | 561 |
| 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 | $268,000 | 553 |
| 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 | $143,000 | 535 |
| 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 | $83,000 | 1,010 |
| Number of Managed Accounts | $81,000 | 839 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $44,890,000 | 810 |
| Managed Assets ($) | $44,200,000 | 683 |
| Non-managed Assets ($) | $690,000 | 1,140 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 609 |
| 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 | $333,000 | 605 |
| 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 | $218,000 | 612 |
| 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 | $102,000 | 640 |
| 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 | $72,000 | 1,079 |
| Number of Managed Accounts | $71,000 | 898 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $39,619,000 | 847 |
| Managed Assets ($) | $39,032,000 | 729 |
| Non-managed Assets ($) | $587,000 | 1,181 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 656 |
| 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 | $49,000 | 1,147 |
| Number of Managed Accounts | $36,000 | 1,073 |
| Number of Non-Managed Accounts | $13,000 | 923 |
| Total fiduciary and related assets | $23,339,000 | 936 |
| Managed Assets ($) | $21,660,000 | 852 |
| Non-managed Assets ($) | $1,679,000 | 965 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000 | 890 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |