Home > Peoples Federal Savings Bank of DeKalb County > Fiduciary and Related Services
Peoples Federal Savings Bank of DeKalb County, Fiduciary and Related Services
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 532 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $180,000 | 542 |
| 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 | $455,000 | 368 |
| Number of Managed Accounts | $146,000 | 566 |
| Number of Non-Managed Accounts | $309,000 | 144 |
| Total fiduciary and related assets | $234,631,000 | 400 |
| Managed Assets ($) | $212,019,000 | 356 |
| Non-managed Assets ($) | $22,612,000 | 451 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 553 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $465,000 | 564 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 566 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,000 | 580 |
| 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 | $472,000 | 362 |
| Number of Managed Accounts | $145,000 | 566 |
| Number of Non-Managed Accounts | $327,000 | 139 |
| Total fiduciary and related assets | $141,819,000 | 497 |
| Managed Assets ($) | $119,343,000 | 466 |
| Non-managed Assets ($) | $22,476,000 | 459 |
| Memoranda | ||
| Gross Fiduciary activities income | $514,000 | 592 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 611 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $232,000 | 619 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,000 | 626 |
| 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 | $474,000 | 366 |
| Number of Managed Accounts | $148,000 | 561 |
| Number of Non-Managed Accounts | $326,000 | 149 |
| Total fiduciary and related assets | $99,888,000 | 570 |
| Managed Assets ($) | $79,350,000 | 545 |
| Non-managed Assets ($) | $20,538,000 | 485 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 614 |
| 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 | $343,000 | 628 |
| 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 | $226,000 | 636 |
| 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 | $119,000 | 619 |
| 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 | $517,000 | 353 |
| Number of Managed Accounts | $166,000 | 530 |
| Number of Non-Managed Accounts | $351,000 | 143 |
| Total fiduciary and related assets | $93,148,000 | 572 |
| Managed Assets ($) | $73,405,000 | 547 |
| Non-managed Assets ($) | $19,743,000 | 478 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $530,000 | 292 |
| Number of Managed Accounts | $169,000 | 341 |
| Number of Non-Managed Accounts | $361,000 | 115 |
| Total fiduciary and related assets | $80,002,000 | 375 |
| Managed Assets ($) | $59,737,000 | 352 |
| Non-managed Assets ($) | $20,265,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $537,000 | 293 |
| Number of Managed Accounts | $173,000 | 343 |
| Number of Non-Managed Accounts | $364,000 | 117 |
| Total fiduciary and related assets | $86,739,000 | 379 |
| Managed Assets ($) | $65,436,000 | 356 |
| Non-managed Assets ($) | $21,303,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $541,000 | 297 |
| Number of Managed Accounts | $174,000 | 347 |
| Number of Non-Managed Accounts | $367,000 | 118 |
| Total fiduciary and related assets | $80,314,000 | 387 |
| Managed Assets ($) | $58,891,000 | 365 |
| Non-managed Assets ($) | $21,423,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $570,000 | 331 |
| Number of Managed Accounts | $182,000 | 513 |
| Number of Non-Managed Accounts | $388,000 | 142 |
| Total fiduciary and related assets | $74,604,000 | 643 |
| Managed Assets ($) | $53,186,000 | 633 |
| Non-managed Assets ($) | $21,418,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $572,000 | 280 |
| Number of Managed Accounts | $179,000 | 330 |
| Number of Non-Managed Accounts | $393,000 | 116 |
| Total fiduciary and related assets | $74,858,000 | 375 |
| Managed Assets ($) | $53,582,000 | 350 |
| Non-managed Assets ($) | $21,276,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $573,000 | 281 |
| Number of Managed Accounts | $176,000 | 331 |
| Number of Non-Managed Accounts | $397,000 | 116 |
| Total fiduciary and related assets | $69,748,000 | 376 |
| Managed Assets ($) | $48,922,000 | 352 |
| Non-managed Assets ($) | $20,826,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $583,000 | 280 |
| Number of Managed Accounts | $187,000 | 333 |
| Number of Non-Managed Accounts | $396,000 | 122 |
| Total fiduciary and related assets | $68,770,000 | 384 |
| Managed Assets ($) | $47,632,000 | 356 |
| Non-managed Assets ($) | $21,138,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $572,000 | 340 |
| Number of Managed Accounts | $174,000 | 542 |
| Number of Non-Managed Accounts | $398,000 | 152 |
| Total fiduciary and related assets | $68,849,000 | 660 |
| Managed Assets ($) | $46,996,000 | 652 |
| Non-managed Assets ($) | $21,853,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $573,000 | 286 |
| Number of Managed Accounts | $174,000 | 325 |
| Number of Non-Managed Accounts | $399,000 | 120 |
| Total fiduciary and related assets | $66,368,000 | 373 |
| Managed Assets ($) | $44,907,000 | 349 |
| Non-managed Assets ($) | $21,461,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $572,000 | 289 |
| Number of Managed Accounts | $168,000 | 335 |
| Number of Non-Managed Accounts | $404,000 | 123 |
| Total fiduciary and related assets | $65,971,000 | 380 |
| Managed Assets ($) | $42,279,000 | 358 |
| Non-managed Assets ($) | $23,692,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $582,000 | 285 |
| Number of Managed Accounts | $171,000 | 333 |
| Number of Non-Managed Accounts | $411,000 | 122 |
| Total fiduciary and related assets | $60,084,000 | 381 |
| Managed Assets ($) | $38,533,000 | 359 |
| Non-managed Assets ($) | $21,551,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $591,000 | 340 |
| Number of Managed Accounts | $174,000 | 555 |
| Number of Non-Managed Accounts | $417,000 | 155 |
| Total fiduciary and related assets | $69,711,000 | 651 |
| Managed Assets ($) | $46,223,000 | 657 |
| Non-managed Assets ($) | $23,488,000 | 443 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $594,000 | 288 |
| Number of Managed Accounts | $176,000 | 360 |
| Number of Non-Managed Accounts | $418,000 | 127 |
| Total fiduciary and related assets | $75,285,000 | 402 |
| Managed Assets ($) | $48,920,000 | 381 |
| Non-managed Assets ($) | $26,365,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $593,000 | 292 |
| Number of Managed Accounts | $175,000 | 364 |
| Number of Non-Managed Accounts | $418,000 | 129 |
| Total fiduciary and related assets | $78,309,000 | 410 |
| Managed Assets ($) | $50,880,000 | 387 |
| Non-managed Assets ($) | $27,429,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $609,000 | 293 |
| Number of Managed Accounts | $171,000 | 367 |
| Number of Non-Managed Accounts | $438,000 | 125 |
| Total fiduciary and related assets | $76,419,000 | 417 |
| Managed Assets ($) | $49,028,000 | 392 |
| Non-managed Assets ($) | $27,391,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $619,000 | 324 |
| Number of Managed Accounts | $178,000 | 557 |
| Number of Non-Managed Accounts | $441,000 | 147 |
| Total fiduciary and related assets | $79,270,000 | 671 |
| Managed Assets ($) | $50,061,000 | 688 |
| Non-managed Assets ($) | $29,209,000 | 439 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $628,000 | 276 |
| Number of Managed Accounts | $177,000 | 351 |
| Number of Non-Managed Accounts | $451,000 | 116 |
| Total fiduciary and related assets | $81,785,000 | 401 |
| Managed Assets ($) | $50,907,000 | 380 |
| Non-managed Assets ($) | $30,878,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $638,000 | 279 |
| Number of Managed Accounts | $178,000 | 353 |
| Number of Non-Managed Accounts | $460,000 | 119 |
| Total fiduciary and related assets | $80,907,000 | 406 |
| Managed Assets ($) | $47,861,000 | 386 |
| Non-managed Assets ($) | $33,046,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $650,000 | 278 |
| Number of Managed Accounts | $179,000 | 356 |
| Number of Non-Managed Accounts | $471,000 | 112 |
| Total fiduciary and related assets | $82,921,000 | 408 |
| Managed Assets ($) | $49,955,000 | 384 |
| Non-managed Assets ($) | $32,966,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $660,000 | 310 |
| Number of Managed Accounts | $180,000 | 557 |
| Number of Non-Managed Accounts | $480,000 | 130 |
| Total fiduciary and related assets | $81,173,000 | 667 |
| Managed Assets ($) | $49,133,000 | 679 |
| Non-managed Assets ($) | $32,040,000 | 435 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $669,000 | 279 |
| Number of Managed Accounts | $188,000 | 338 |
| Number of Non-Managed Accounts | $481,000 | 108 |
| Total fiduciary and related assets | $77,869,000 | 391 |
| Managed Assets ($) | $45,929,000 | 366 |
| Non-managed Assets ($) | $31,940,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $684,000 | 278 |
| Number of Managed Accounts | $200,000 | 340 |
| Number of Non-Managed Accounts | $484,000 | 113 |
| Total fiduciary and related assets | $76,029,000 | 396 |
| Managed Assets ($) | $45,229,000 | 371 |
| Non-managed Assets ($) | $30,800,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $680,000 | 278 |
| Number of Managed Accounts | $198,000 | 348 |
| Number of Non-Managed Accounts | $482,000 | 111 |
| Total fiduciary and related assets | $72,321,000 | 403 |
| Managed Assets ($) | $42,960,000 | 381 |
| Non-managed Assets ($) | $29,361,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $688,000 | 303 |
| Number of Managed Accounts | $192,000 | 549 |
| Number of Non-Managed Accounts | $496,000 | 133 |
| Total fiduciary and related assets | $70,370,000 | 698 |
| Managed Assets ($) | $41,661,000 | 722 |
| Non-managed Assets ($) | $28,709,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $692,000 | 266 |
| Number of Managed Accounts | $194,000 | 342 |
| Number of Non-Managed Accounts | $498,000 | 111 |
| Total fiduciary and related assets | $70,908,000 | 397 |
| Managed Assets ($) | $42,517,000 | 372 |
| Non-managed Assets ($) | $28,391,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $697,000 | 268 |
| Number of Managed Accounts | $193,000 | 352 |
| Number of Non-Managed Accounts | $504,000 | 113 |
| Total fiduciary and related assets | $75,640,000 | 410 |
| Managed Assets ($) | $44,559,000 | 385 |
| Non-managed Assets ($) | $31,081,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $711,000 | 264 |
| Number of Managed Accounts | $205,000 | 351 |
| Number of Non-Managed Accounts | $506,000 | 117 |
| Total fiduciary and related assets | $76,250,000 | 412 |
| Managed Assets ($) | $43,990,000 | 388 |
| Non-managed Assets ($) | $32,260,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $718,000 | 288 |
| Number of Managed Accounts | $204,000 | 522 |
| Number of Non-Managed Accounts | $514,000 | 137 |
| Total fiduciary and related assets | $80,281,000 | 648 |
| Managed Assets ($) | $42,654,000 | 701 |
| Non-managed Assets ($) | $37,627,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $737,000 | 251 |
| Number of Managed Accounts | $211,000 | 340 |
| Number of Non-Managed Accounts | $526,000 | 116 |
| Total fiduciary and related assets | $85,765,000 | 399 |
| Managed Assets ($) | $42,451,000 | 376 |
| Non-managed Assets ($) | $43,314,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $739,000 | 256 |
| Number of Managed Accounts | $208,000 | 341 |
| Number of Non-Managed Accounts | $531,000 | 116 |
| Total fiduciary and related assets | $87,386,000 | 403 |
| Managed Assets ($) | $43,444,000 | 379 |
| Non-managed Assets ($) | $43,942,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $753,000 | 255 |
| Number of Managed Accounts | $208,000 | 343 |
| Number of Non-Managed Accounts | $545,000 | 118 |
| Total fiduciary and related assets | $92,561,000 | 407 |
| Managed Assets ($) | $44,203,000 | 386 |
| Non-managed Assets ($) | $48,358,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $782,000 | 290 |
| Number of Managed Accounts | $221,000 | 502 |
| Number of Non-Managed Accounts | $561,000 | 142 |
| Total fiduciary and related assets | $93,932,000 | 585 |
| Managed Assets ($) | $44,641,000 | 680 |
| Non-managed Assets ($) | $49,291,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $792,000 | 259 |
| Number of Managed Accounts | $227,000 | 350 |
| Number of Non-Managed Accounts | $565,000 | 124 |
| Total fiduciary and related assets | $99,773,000 | 406 |
| Managed Assets ($) | $50,669,000 | 385 |
| Non-managed Assets ($) | $49,104,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $506,000 | 333 |
| Number of Managed Accounts | $175,000 | 365 |
| Number of Non-Managed Accounts | $331,000 | 169 |
| Total fiduciary and related assets | $59,956,000 | 421 |
| Managed Assets ($) | $35,484,000 | 398 |
| Non-managed Assets ($) | $24,472,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $523,000 | 329 |
| Number of Managed Accounts | $184,000 | 373 |
| Number of Non-Managed Accounts | $339,000 | 172 |
| Total fiduciary and related assets | $57,709,000 | 432 |
| Managed Assets ($) | $34,358,000 | 413 |
| Non-managed Assets ($) | $23,351,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $525,000 | 398 |
| Number of Managed Accounts | $184,000 | 584 |
| Number of Non-Managed Accounts | $341,000 | 211 |
| Total fiduciary and related assets | $59,677,000 | 713 |
| Managed Assets ($) | $36,039,000 | 747 |
| Non-managed Assets ($) | $23,638,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |