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 | $277,000 | 362 |
Number of Managed Accounts | $276,000 | 334 |
Number of Non-Managed Accounts | $1,000 | 376 |
Total fiduciary and related assets | $364,663,000 | 331 |
Managed Assets ($) | $360,163,000 | 288 |
Non-managed Assets ($) | $4,500,000 | 358 |
Memoranda |
Gross Fiduciary activities income | $1,629,000 | 269 |
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 | $271,000 | 367 |
Number of Managed Accounts | $271,000 | 338 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $356,036,000 | 334 |
Managed Assets ($) | $356,036,000 | 290 |
Non-managed Assets ($) | $0 | 384 |
Memoranda |
Gross Fiduciary activities income | $770,000 | 273 |
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 | $266,000 | 482 |
Number of Managed Accounts | $266,000 | 407 |
Number of Non-Managed Accounts | $0 | 932 |
Total fiduciary and related assets | $337,744,000 | 333 |
Managed Assets ($) | $337,744,000 | 286 |
Non-managed Assets ($) | $0 | 927 |
Memoranda |
Gross Fiduciary activities income | $3,193,000 | 273 |
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 | $261,000 | 369 |
Number of Managed Accounts | $261,000 | 342 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $359,928,000 | 339 |
Managed Assets ($) | $359,928,000 | 292 |
Non-managed Assets ($) | $0 | 388 |
Memoranda |
Gross Fiduciary activities income | $2,329,000 | 275 |
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 | $256,000 | 373 |
Number of Managed Accounts | $256,000 | 345 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $344,086,000 | 343 |
Managed Assets ($) | $344,086,000 | 298 |
Non-managed Assets ($) | $0 | 391 |
Memoranda |
Gross Fiduciary activities income | $1,572,000 | 274 |
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 | $262,000 | 373 |
Number of Managed Accounts | $262,000 | 344 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $343,165,000 | 342 |
Managed Assets ($) | $343,165,000 | 296 |
Non-managed Assets ($) | $0 | 394 |
Memoranda |
Gross Fiduciary activities income | $809,000 | 272 |
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 | $264,000 | 489 |
Number of Managed Accounts | $264,000 | 411 |
Number of Non-Managed Accounts | $0 | 965 |
Total fiduciary and related assets | $362,000,000 | 334 |
Managed Assets ($) | $362,000,000 | 286 |
Non-managed Assets ($) | $0 | 958 |
Memoranda |
Gross Fiduciary activities income | $4,000,000 | 233 |
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 | $268,000 | 367 |
Number of Managed Accounts | $268,000 | 341 |
Number of Non-Managed Accounts | $0 | 384 |
Total fiduciary and related assets | $374,000,000 | 329 |
Managed Assets ($) | $374,000,000 | 276 |
Non-managed Assets ($) | $0 | 384 |
Memoranda |
Gross Fiduciary activities income | $3,000,000 | 233 |
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 | $265,000 | 368 |
Number of Managed Accounts | $265,000 | 339 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $434,000,000 | 297 |
Managed Assets ($) | $434,000,000 | 253 |
Non-managed Assets ($) | $0 | 386 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 231 |
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 | $273,000 | 367 |
Number of Managed Accounts | $273,000 | 338 |
Number of Non-Managed Accounts | $0 | 388 |
Total fiduciary and related assets | $430,000,000 | 301 |
Managed Assets ($) | $430,000,000 | 254 |
Non-managed Assets ($) | $0 | 388 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 232 |
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 | $272,000 | 483 |
Number of Managed Accounts | $272,000 | 402 |
Number of Non-Managed Accounts | $0 | 999 |
Total fiduciary and related assets | $388,000,000 | 309 |
Managed Assets ($) | $388,000,000 | 267 |
Non-managed Assets ($) | $0 | 989 |
Memoranda |
Gross Fiduciary activities income | $4,000,000 | 226 |
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 | $271,000 | 370 |
Number of Managed Accounts | $271,000 | 336 |
Number of Non-Managed Accounts | $0 | 399 |
Total fiduciary and related assets | $407,000,000 | 300 |
Managed Assets ($) | $407,000,000 | 255 |
Non-managed Assets ($) | $0 | 397 |
Memoranda |
Gross Fiduciary activities income | $3,000,000 | 224 |
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 | $288,000 | 363 |
Number of Managed Accounts | $288,000 | 330 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $405,000,000 | 303 |
Managed Assets ($) | $405,000,000 | 259 |
Non-managed Assets ($) | $0 | 403 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 228 |
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 | $284,000 | 364 |
Number of Managed Accounts | $284,000 | 333 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $375,000,000 | 310 |
Managed Assets ($) | $375,000,000 | 261 |
Non-managed Assets ($) | $0 | 403 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 228 |
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 | $288,000 | 469 |
Number of Managed Accounts | $288,000 | 391 |
Number of Non-Managed Accounts | $0 | 1,030 |
Total fiduciary and related assets | $383,000,000 | 308 |
Managed Assets ($) | $383,000,000 | 261 |
Non-managed Assets ($) | $0 | 1,021 |
Memoranda |
Gross Fiduciary activities income | $4,000,000 | 228 |
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 | $289,000 | 364 |
Number of Managed Accounts | $289,000 | 332 |
Number of Non-Managed Accounts | $0 | 398 |
Total fiduciary and related assets | $347,000,000 | 327 |
Managed Assets ($) | $347,000,000 | 272 |
Non-managed Assets ($) | $0 | 397 |
Memoranda |
Gross Fiduciary activities income | $3,000,000 | 229 |
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 | $293,000 | 365 |
Number of Managed Accounts | $293,000 | 330 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $361,000,000 | 326 |
Managed Assets ($) | $361,000,000 | 273 |
Non-managed Assets ($) | $0 | 401 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 232 |
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 | $304,000 | 369 |
Number of Managed Accounts | $304,000 | 331 |
Number of Non-Managed Accounts | $0 | 403 |
Total fiduciary and related assets | $369,000,000 | 326 |
Managed Assets ($) | $369,000,000 | 273 |
Non-managed Assets ($) | $0 | 402 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 233 |
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 | $310,000 | 388 |
Number of Non-Managed Accounts | $0 | 1,082 |
Total fiduciary and related assets | $389,000,000 | 316 |
Managed Assets ($) | $389,000,000 | 265 |
Non-managed Assets ($) | $0 | 1,074 |
Memoranda |
Gross Fiduciary activities income | $3,000,000 | 275 |
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 | $309,000 | 370 |
Number of Managed Accounts | $308,000 | 330 |
Number of Non-Managed Accounts | $1,000 | 395 |
Total fiduciary and related assets | $374,000,000 | 318 |
Managed Assets ($) | $374,000,000 | 271 |
Non-managed Assets ($) | $0 | 400 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 287 |
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 | $306,000 | 371 |
Number of Managed Accounts | $305,000 | 332 |
Number of Non-Managed Accounts | $1,000 | 396 |
Total fiduciary and related assets | $376,000,000 | 318 |
Managed Assets ($) | $376,000,000 | 270 |
Non-managed Assets ($) | $0 | 402 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 227 |
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 | $297,000 | 377 |
Number of Managed Accounts | $296,000 | 340 |
Number of Non-Managed Accounts | $1,000 | 401 |
Total fiduciary and related assets | $344,000,000 | 330 |
Managed Assets ($) | $344,000,000 | 284 |
Non-managed Assets ($) | $0 | 406 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 230 |
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 | $280,000 | 502 |
Number of Managed Accounts | $280,000 | 412 |
Number of Non-Managed Accounts | $0 | 1,110 |
Total fiduciary and related assets | $321,000,000 | 340 |
Managed Assets ($) | $321,000,000 | 293 |
Non-managed Assets ($) | $0 | 1,098 |
Memoranda |
Gross Fiduciary activities income | $3,000,000 | 259 |
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 | $289,000 | 358 |
Number of Managed Accounts | $289,000 | 325 |
Number of Non-Managed Accounts | $0 | 390 |
Total fiduciary and related assets | $337,000,000 | 328 |
Managed Assets ($) | $337,000,000 | 274 |
Non-managed Assets ($) | $0 | 388 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 276 |
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 | $289,000 | 360 |
Number of Managed Accounts | $289,000 | 323 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $318,000,000 | 330 |
Managed Assets ($) | $318,000,000 | 275 |
Non-managed Assets ($) | $0 | 389 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 322 |
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 | $278,000 | 362 |
Number of Managed Accounts | $278,000 | 327 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $320,000,000 | 329 |
Managed Assets ($) | $320,000,000 | 273 |
Non-managed Assets ($) | $0 | 392 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 206 |
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 | $267,000 | 517 |
Number of Managed Accounts | $267,000 | 418 |
Number of Non-Managed Accounts | $0 | 1,135 |
Total fiduciary and related assets | $308,000,000 | 329 |
Managed Assets ($) | $308,000,000 | 275 |
Non-managed Assets ($) | $0 | 1,126 |
Memoranda |
Gross Fiduciary activities income | $3,000,000 | 239 |
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 | $262,000 | 350 |
Number of Managed Accounts | $262,000 | 324 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $307,000,000 | 323 |
Managed Assets ($) | $307,000,000 | 269 |
Non-managed Assets ($) | $0 | 370 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 258 |
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 | $260,000 | 349 |
Number of Managed Accounts | $260,000 | 318 |
Number of Non-Managed Accounts | $0 | 373 |
Total fiduciary and related assets | $315,000,000 | 314 |
Managed Assets ($) | $315,000,000 | 256 |
Non-managed Assets ($) | $0 | 372 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 307 |
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 | $244,000 | 349 |
Number of Managed Accounts | $244,000 | 319 |
Number of Non-Managed Accounts | $0 | 372 |
Total fiduciary and related assets | $309,000,000 | 315 |
Managed Assets ($) | $309,000,000 | 261 |
Non-managed Assets ($) | $0 | 371 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 198 |
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 | $233,000 | 555 |
Number of Managed Accounts | $233,000 | 439 |
Number of Non-Managed Accounts | $0 | 1,166 |
Total fiduciary and related assets | $300,000,000 | 316 |
Managed Assets ($) | $300,000,000 | 263 |
Non-managed Assets ($) | $0 | 1,160 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 266 |
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 | $225,000 | 361 |
Number of Managed Accounts | $225,000 | 323 |
Number of Non-Managed Accounts | $0 | 395 |
Total fiduciary and related assets | $265,000,000 | 328 |
Managed Assets ($) | $265,000,000 | 273 |
Non-managed Assets ($) | $0 | 393 |
Memoranda |
Gross Fiduciary activities income | $2,000,000 | 220 |
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 | $233,000 | 365 |
Number of Managed Accounts | $233,000 | 325 |
Number of Non-Managed Accounts | $0 | 400 |
Total fiduciary and related assets | $285,000,000 | 331 |
Managed Assets ($) | $285,000,000 | 270 |
Non-managed Assets ($) | $0 | 398 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 268 |
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 | $233,000 | 369 |
Number of Managed Accounts | $233,000 | 329 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $280,000,000 | 334 |
Managed Assets ($) | $280,000,000 | 273 |
Non-managed Assets ($) | $0 | 403 |
Memoranda |
Gross Fiduciary activities income | $1,000,000 | 167 |
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 | $231,000 | 573 |
Number of Managed Accounts | $230,000 | 452 |
Number of Non-Managed Accounts | $1,000 | 1,149 |
Total fiduciary and related assets | $279,744,000 | 332 |
Managed Assets ($) | $279,253,000 | 274 |
Non-managed Assets ($) | $491,000 | 1,027 |
Memoranda |
Gross Fiduciary activities income | $2,002,000 | 261 |
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 | $227,000 | 352 |
Number of Managed Accounts | $227,000 | 313 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $304,235,000 | 300 |
Managed Assets ($) | $304,235,000 | 249 |
Non-managed Assets ($) | $0 | 389 |
Memoranda |
Gross Fiduciary activities income | $1,466,000 | 264 |
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 | $226,000 | 353 |
Number of Managed Accounts | $226,000 | 313 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $293,766,000 | 301 |
Managed Assets ($) | $293,766,000 | 246 |
Non-managed Assets ($) | $0 | 392 |
Memoranda |
Gross Fiduciary activities income | $964,000 | 267 |
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 | $224,000 | 361 |
Number of Managed Accounts | $224,000 | 320 |
Number of Non-Managed Accounts | $0 | 401 |
Total fiduciary and related assets | $303,372,000 | 305 |
Managed Assets ($) | $303,372,000 | 249 |
Non-managed Assets ($) | $0 | 399 |
Memoranda |
Gross Fiduciary activities income | $465,000 | 278 |
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 | $231,000 | 589 |
Number of Managed Accounts | $231,000 | 459 |
Number of Non-Managed Accounts | $0 | 1,248 |
Total fiduciary and related assets | $291,118,000 | 316 |
Managed Assets ($) | $291,118,000 | 256 |
Non-managed Assets ($) | $0 | 1,242 |
Memoranda |
Gross Fiduciary activities income | $1,922,000 | 254 |
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 | $230,000 | 350 |
Number of Managed Accounts | $230,000 | 308 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $287,418,000 | 310 |
Managed Assets ($) | $287,418,000 | 256 |
Non-managed Assets ($) | $0 | 385 |
Memoranda |
Gross Fiduciary activities income | $1,435,000 | 253 |
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 | $235,000 | 358 |
Number of Managed Accounts | $235,000 | 313 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $265,005,000 | 314 |
Managed Assets ($) | $265,005,000 | 260 |
Non-managed Assets ($) | $0 | 391 |
Memoranda |
Gross Fiduciary activities income | $957,000 | 259 |
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 | $242,000 | 355 |
Number of Managed Accounts | $242,000 | 313 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $266,483,000 | 308 |
Managed Assets ($) | $266,483,000 | 252 |
Non-managed Assets ($) | $0 | 392 |
Memoranda |
Gross Fiduciary activities income | $502,000 | 248 |
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 | $250,000 | 581 |
Number of Managed Accounts | $250,000 | 449 |
Number of Non-Managed Accounts | $0 | 1,251 |
Total fiduciary and related assets | $281,338,000 | 305 |
Managed Assets ($) | $281,338,000 | 250 |
Non-managed Assets ($) | $0 | 1,241 |
Memoranda |
Gross Fiduciary activities income | $2,126,000 | 254 |
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 | $1,536,000 | 266 |
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 | $1,062,000 | 267 |
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 | $514,000 | 274 |
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 | $248,000 | 589 |
Number of Managed Accounts | $248,000 | 455 |
Number of Non-Managed Accounts | $0 | 1,300 |
Total fiduciary and related assets | $219,671,000 | 415 |
Managed Assets ($) | $219,671,000 | 342 |
Non-managed Assets ($) | $0 | 1,291 |
Memoranda |
Gross Fiduciary activities income | $1,387,000 | 346 |
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 | $809,000 | 397 |
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 | $299,000 | 557 |
2007-03-31 | Rank |
Fiduciary powers granted | $0 | 2,453 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
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 | $0 | 1,355 |
2006-12-31 | Rank |
Fiduciary powers granted | $0 | 2,464 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
Number of Managed Accounts | $0 | 1,625 |
Number of Non-Managed Accounts | $0 | 1,332 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Non-managed Assets ($) | $0 | 1,321 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,523 |
2006-09-30 | Rank |
Fiduciary powers granted | $0 | 2,478 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
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 | $0 | 1,468 |
2006-06-30 | Rank |
Fiduciary powers granted | $0 | 2,497 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
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 | $0 | 1,458 |
2006-03-31 | Rank |
Fiduciary powers granted | $0 | 2,505 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
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 | $0 | 1,380 |
2005-12-31 | Rank |
Fiduciary powers granted | $0 | 2,516 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
Number of Managed Accounts | $0 | 1,678 |
Number of Non-Managed Accounts | $0 | 1,373 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Non-managed Assets ($) | $0 | 1,365 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,557 |
2005-09-30 | Rank |
Fiduciary powers granted | $0 | 2,529 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
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 | $0 | 1,504 |
2005-06-30 | Rank |
Fiduciary powers granted | $0 | 2,548 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
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 | $0 | 1,480 |
2005-03-31 | Rank |
Fiduciary powers granted | $0 | 2,569 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
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 | $0 | 1,418 |
2004-12-31 | Rank |
Fiduciary powers granted | $0 | 2,574 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
Number of Managed Accounts | $0 | 1,698 |
Number of Non-Managed Accounts | $0 | 1,368 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Non-managed Assets ($) | $0 | 1,358 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,582 |
2004-09-30 | Rank |
Fiduciary powers granted | $0 | 2,582 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
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 | $0 | 1,547 |
2004-06-30 | Rank |
Fiduciary powers granted | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
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 | $0 | 1,518 |
2004-03-31 | Rank |
Fiduciary powers granted | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
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 | $0 | 1,441 |
2003-12-31 | Rank |
Fiduciary powers granted | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
Number of Managed Accounts | $0 | 1,742 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,641 |
2003-09-30 | Rank |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
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 | $0 | 1,599 |
2003-06-30 | Rank |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
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 | $0 | 1,577 |
2003-03-31 | Rank |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
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 | $0 | 1,504 |
2002-12-31 | Rank |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
Number of Managed Accounts | $0 | 1,796 |
Number of Non-Managed Accounts | $0 | 1,465 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,713 |
2001-12-31 | Rank |
Fiduciary powers granted | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Fiduciary and related services |
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | $0 | 1,766 |
Number of Non-Managed Accounts | $0 | 1,385 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Non-managed Assets ($) | $0 | 1,377 |
Memoranda |
Gross Fiduciary activities income | $0 | 1,731 |
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 | $0 | 1,332 |
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 | $0 | 1,380 |
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 | $0 | 1,398 |
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 | $0 | 1,450 |
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 | $0 | 1,526 |
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 | $0 | 1,590 |
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 | $0 | 1,599 |
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 | $0 | 1,630 |
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 | $0 | 1,658 |