Home > Riverview Bank > Fiduciary and Related Services
Riverview Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $376,000 | 325 |
| Number of Managed Accounts | $372,000 | 298 |
| Number of Non-Managed Accounts | $4,000 | 343 |
| Total fiduciary and related assets | $600,642,000 | 307 |
| Managed Assets ($) | $576,292,000 | 281 |
| Non-managed Assets ($) | $24,350,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,445,000 | 291 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $371,000 | 413 |
| Number of Managed Accounts | $367,000 | 366 |
| Number of Non-Managed Accounts | $4,000 | 689 |
| Total fiduciary and related assets | $603,955,000 | 331 |
| Managed Assets ($) | $578,857,000 | 298 |
| Non-managed Assets ($) | $25,098,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,653,000 | 277 |
| 2024-09-30 | 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 | $371,000 | 328 |
| Number of Managed Accounts | $365,000 | 302 |
| Number of Non-Managed Accounts | $6,000 | 341 |
| Total fiduciary and related assets | $611,739,000 | 305 |
| Managed Assets ($) | $585,991,000 | 283 |
| Non-managed Assets ($) | $25,748,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,238,000 | 277 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $362,000 | 384 |
| Number of Managed Accounts | $356,000 | 354 |
| Number of Non-Managed Accounts | $6,000 | 402 |
| Total fiduciary and related assets | $616,757,000 | 324 |
| Managed Assets ($) | $592,343,000 | 291 |
| Non-managed Assets ($) | $24,414,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 275 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $353,000 | 337 |
| Number of Managed Accounts | $346,000 | 310 |
| Number of Non-Managed Accounts | $7,000 | 340 |
| Total fiduciary and related assets | $642,899,000 | 301 |
| Managed Assets ($) | $573,950,000 | 282 |
| Non-managed Assets ($) | $68,949,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,345,000 | 265 |
| 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 | $350,000 | 429 |
| Number of Managed Accounts | $344,000 | 375 |
| Number of Non-Managed Accounts | $6,000 | 666 |
| Total fiduciary and related assets | $619,513,000 | 314 |
| Managed Assets ($) | $564,899,000 | 290 |
| Non-managed Assets ($) | $54,614,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,957,000 | 261 |
| 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 | $357,000 | 324 |
| Number of Managed Accounts | $351,000 | 295 |
| Number of Non-Managed Accounts | $6,000 | 340 |
| Total fiduciary and related assets | $576,352,000 | 295 |
| Managed Assets ($) | $521,654,000 | 274 |
| Non-managed Assets ($) | $54,698,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,750,000 | 259 |
| 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 | $361,000 | 374 |
| Number of Managed Accounts | $355,000 | 341 |
| Number of Non-Managed Accounts | $6,000 | 399 |
| Total fiduciary and related assets | $588,814,000 | 314 |
| Managed Assets ($) | $531,940,000 | 287 |
| Non-managed Assets ($) | $56,874,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,539,000 | 253 |
| 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 | $358,000 | 331 |
| Number of Managed Accounts | $354,000 | 304 |
| Number of Non-Managed Accounts | $4,000 | 351 |
| Total fiduciary and related assets | $562,435,000 | 300 |
| Managed Assets ($) | $520,190,000 | 276 |
| Non-managed Assets ($) | $42,245,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,219,000 | 270 |
| 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 | $368,000 | 426 |
| Number of Managed Accounts | $362,000 | 376 |
| Number of Non-Managed Accounts | $6,000 | 703 |
| Total fiduciary and related assets | $539,211,000 | 333 |
| Managed Assets ($) | $498,700,000 | 300 |
| Non-managed Assets ($) | $40,511,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,300,000 | 288 |
| 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 | $370,000 | 339 |
| Number of Managed Accounts | $362,000 | 312 |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Total fiduciary and related assets | $519,437,000 | 308 |
| Managed Assets ($) | $478,711,000 | 285 |
| Non-managed Assets ($) | $40,726,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,215,000 | 286 |
| 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 | $385,000 | 347 |
| Number of Managed Accounts | $362,000 | 322 |
| Number of Non-Managed Accounts | $23,000 | 328 |
| Total fiduciary and related assets | $1,017,182,000 | 199 |
| Managed Assets ($) | $504,773,000 | 258 |
| Non-managed Assets ($) | $512,409,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,109,000 | 257 |
| 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 | $381,000 | 303 |
| Number of Managed Accounts | $359,000 | 280 |
| Number of Non-Managed Accounts | $22,000 | 284 |
| Total fiduciary and related assets | $1,121,289,000 | 205 |
| Managed Assets ($) | $570,248,000 | 245 |
| Non-managed Assets ($) | $551,041,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,009,000 | 266 |
| 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 | $379,000 | 389 |
| Number of Managed Accounts | $358,000 | 351 |
| Number of Non-Managed Accounts | $21,000 | 526 |
| Total fiduciary and related assets | $1,143,714,000 | 209 |
| Managed Assets ($) | $597,549,000 | 259 |
| Non-managed Assets ($) | $546,165,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,724,000 | 274 |
| 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 | $384,000 | 303 |
| Number of Managed Accounts | $363,000 | 280 |
| Number of Non-Managed Accounts | $21,000 | 282 |
| Total fiduciary and related assets | $1,096,855,000 | 210 |
| Managed Assets ($) | $519,631,000 | 251 |
| Non-managed Assets ($) | $577,224,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,645,000 | 282 |
| 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 | $379,000 | 345 |
| Number of Managed Accounts | $358,000 | 322 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $1,120,278,000 | 206 |
| Managed Assets ($) | $547,014,000 | 259 |
| Non-managed Assets ($) | $573,264,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 276 |
| 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 | $385,000 | 307 |
| Number of Managed Accounts | $364,000 | 286 |
| Number of Non-Managed Accounts | $21,000 | 284 |
| Total fiduciary and related assets | $1,104,842,000 | 203 |
| Managed Assets ($) | $536,438,000 | 247 |
| Non-managed Assets ($) | $568,404,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 279 |
| 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 | $377,000 | 390 |
| Number of Managed Accounts | $356,000 | 348 |
| Number of Non-Managed Accounts | $21,000 | 545 |
| Total fiduciary and related assets | $1,093,471,000 | 205 |
| Managed Assets ($) | $527,039,000 | 260 |
| Non-managed Assets ($) | $566,432,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,597,000 | 262 |
| 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 | $382,000 | 303 |
| Number of Managed Accounts | $361,000 | 280 |
| Number of Non-Managed Accounts | $21,000 | 285 |
| Total fiduciary and related assets | $1,055,879,000 | 201 |
| Managed Assets ($) | $487,332,000 | 244 |
| Non-managed Assets ($) | $568,547,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,755,000 | 256 |
| 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 | $408,000 | 333 |
| Number of Managed Accounts | $366,000 | 312 |
| Number of Non-Managed Accounts | $42,000 | 276 |
| Total fiduciary and related assets | $1,122,887,000 | 198 |
| Managed Assets ($) | $553,306,000 | 236 |
| Non-managed Assets ($) | $569,581,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,916,000 | 247 |
| 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 | $408,000 | 297 |
| Number of Managed Accounts | $366,000 | 278 |
| Number of Non-Managed Accounts | $42,000 | 251 |
| Total fiduciary and related assets | $1,040,917,000 | 195 |
| Managed Assets ($) | $496,160,000 | 230 |
| Non-managed Assets ($) | $544,757,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $999,000 | 240 |
| 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 | $407,000 | 373 |
| Number of Managed Accounts | $367,000 | 338 |
| Number of Non-Managed Accounts | $40,000 | 447 |
| Total fiduciary and related assets | $1,019,953,000 | 203 |
| Managed Assets ($) | $475,948,000 | 258 |
| Non-managed Assets ($) | $544,005,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,103,000 | 239 |
| 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 | $372,000 | 310 |
| Number of Managed Accounts | $372,000 | 278 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $460,090,000 | 277 |
| Managed Assets ($) | $460,090,000 | 246 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,062,000 | 241 |
| 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 | $370,000 | 342 |
| Number of Managed Accounts | $370,000 | 305 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $460,118,000 | 291 |
| Managed Assets ($) | $460,118,000 | 254 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 241 |
| 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 | $366,000 | 343 |
| Number of Managed Accounts | $366,000 | 308 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $432,833,000 | 299 |
| Managed Assets ($) | $432,833,000 | 256 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $942,000 | 246 |
| 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 | $361,000 | 409 |
| Number of Managed Accounts | $361,000 | 343 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $398,808,000 | 305 |
| Managed Assets ($) | $398,808,000 | 260 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,489,000 | 258 |
| 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 | $351,000 | 341 |
| Number of Managed Accounts | $351,000 | 310 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $437,144,000 | 301 |
| Managed Assets ($) | $437,144,000 | 259 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,601,000 | 260 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $346,000 | 347 |
| Number of Managed Accounts | $346,000 | 314 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $422,535,000 | 306 |
| Managed Assets ($) | $422,535,000 | 263 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,699,000 | 263 |
| 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 | $334,000 | 355 |
| Number of Managed Accounts | $334,000 | 319 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $348,803,000 | 339 |
| Managed Assets ($) | $348,803,000 | 293 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $808,000 | 273 |
| 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 | $334,000 | 438 |
| Number of Managed Accounts | $334,000 | 364 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $350,712,000 | 342 |
| Managed Assets ($) | $350,712,000 | 293 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,101,000 | 273 |
| 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 | $342,000 | 348 |
| Number of Managed Accounts | $342,000 | 312 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $338,100,000 | 340 |
| Managed Assets ($) | $338,100,000 | 294 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,273,000 | 275 |
| 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 | $340,000 | 347 |
| Number of Managed Accounts | $340,000 | 313 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $328,363,000 | 340 |
| Managed Assets ($) | $328,363,000 | 294 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000 | 274 |
| 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 | $337,000 | 349 |
| Number of Managed Accounts | $337,000 | 316 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $328,459,000 | 337 |
| Managed Assets ($) | $328,459,000 | 293 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $692,000 | 289 |
| 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 | $338,000 | 425 |
| Number of Managed Accounts | $338,000 | 351 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $314,820,000 | 340 |
| Managed Assets ($) | $314,820,000 | 294 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,803,000 | 273 |
| 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 | $339,000 | 354 |
| Number of Managed Accounts | $339,000 | 314 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $317,074,000 | 337 |
| Managed Assets ($) | $317,074,000 | 291 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,142,000 | 272 |
| 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 | $344,000 | 353 |
| Number of Managed Accounts | $344,000 | 309 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $312,664,000 | 343 |
| Managed Assets ($) | $312,664,000 | 296 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,466,000 | 272 |
| 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 | $355,000 | 350 |
| Number of Managed Accounts | $355,000 | 309 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $313,903,000 | 343 |
| Managed Assets ($) | $313,903,000 | 294 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 280 |
| 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 | $339,000 | 438 |
| Number of Managed Accounts | $339,000 | 356 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $314,694,000 | 343 |
| Managed Assets ($) | $314,694,000 | 293 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,976,000 | 268 |
| 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 | $333,000 | 357 |
| Number of Managed Accounts | $333,000 | 319 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $327,880,000 | 337 |
| Managed Assets ($) | $327,880,000 | 286 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 270 |
| 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 | $328,000 | 358 |
| Number of Managed Accounts | $328,000 | 319 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $340,382,000 | 338 |
| Managed Assets ($) | $340,382,000 | 284 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,501,000 | 271 |
| 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 | $326,000 | 362 |
| Number of Managed Accounts | $326,000 | 323 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $340,271,000 | 340 |
| Managed Assets ($) | $340,271,000 | 285 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 287 |
| 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 | $309,000 | 473 |
| Number of Managed Accounts | $309,000 | 389 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $300,981,000 | 361 |
| Managed Assets ($) | $300,981,000 | 303 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,610,000 | 290 |
| 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 | $323,000 | 366 |
| Number of Managed Accounts | $323,000 | 325 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $300,532,000 | 355 |
| Managed Assets ($) | $300,532,000 | 304 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 290 |
| 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 | $317,000 | 369 |
| Number of Managed Accounts | $317,000 | 328 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $307,069,000 | 353 |
| Managed Assets ($) | $307,069,000 | 299 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,332,000 | 287 |
| 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 | $337,000 | 365 |
| Number of Managed Accounts | $337,000 | 326 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $299,123,000 | 353 |
| Managed Assets ($) | $299,123,000 | 303 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 304 |
| 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 | $344,000 | 448 |
| Number of Managed Accounts | $344,000 | 364 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $287,754,000 | 360 |
| Managed Assets ($) | $287,754,000 | 303 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 308 |
| 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 | $354,000 | 341 |
| Number of Managed Accounts | $354,000 | 301 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $287,029,000 | 350 |
| Managed Assets ($) | $287,029,000 | 296 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 309 |
| 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 | $359,000 | 339 |
| Number of Managed Accounts | $359,000 | 297 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $284,672,000 | 346 |
| Managed Assets ($) | $284,672,000 | 289 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,109,000 | 306 |
| 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 | $363,000 | 339 |
| Number of Managed Accounts | $363,000 | 297 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $281,217,000 | 347 |
| Managed Assets ($) | $281,217,000 | 292 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 314 |
| 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 | $353,000 | 439 |
| Number of Managed Accounts | $353,000 | 348 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $272,856,000 | 353 |
| Managed Assets ($) | $272,856,000 | 293 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,202,000 | 295 |
| 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 | $335,000 | 339 |
| Number of Managed Accounts | $335,000 | 304 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $263,931,000 | 345 |
| Managed Assets ($) | $263,931,000 | 291 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 289 |
| 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 | $332,000 | 337 |
| Number of Managed Accounts | $332,000 | 300 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $267,041,000 | 339 |
| Managed Assets ($) | $267,041,000 | 281 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 280 |
| 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 | $314,000 | 339 |
| Number of Managed Accounts | $314,000 | 303 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $303,384,000 | 319 |
| Managed Assets ($) | $303,384,000 | 263 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 282 |
| 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 | $349,000 | 440 |
| Number of Managed Accounts | $349,000 | 353 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $278,979,000 | 333 |
| Managed Assets ($) | $278,979,000 | 276 |
| Non-managed Assets ($) | $0 | 1,160 |
| 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 | $350,000 | 331 |
| Number of Managed Accounts | $338,000 | 296 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $271,900,000 | 322 |
| Managed Assets ($) | $271,862,000 | 269 |
| Non-managed Assets ($) | $38,000 | 387 |
| 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 | $345,000 | 338 |
| Number of Managed Accounts | $333,000 | 299 |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Total fiduciary and related assets | $290,378,000 | 323 |
| Managed Assets ($) | $290,342,000 | 266 |
| Non-managed Assets ($) | $36,000 | 392 |
| 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 | $352,000 | 342 |
| Number of Managed Accounts | $343,000 | 303 |
| Number of Non-Managed Accounts | $9,000 | 364 |
| Total fiduciary and related assets | $250,781,000 | 352 |
| Managed Assets ($) | $250,776,000 | 293 |
| Non-managed Assets ($) | $5,000 | 400 |
| 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 | $345,000 | 467 |
| Number of Managed Accounts | $336,000 | 373 |
| Number of Non-Managed Accounts | $9,000 | 909 |
| Total fiduciary and related assets | $243,241,000 | 362 |
| Managed Assets ($) | $243,237,000 | 300 |
| Non-managed Assets ($) | $4,000 | 1,195 |
| 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 | $338,000 | 332 |
| Number of Managed Accounts | $329,000 | 293 |
| Number of Non-Managed Accounts | $9,000 | 358 |
| Total fiduciary and related assets | $235,076,000 | 338 |
| Managed Assets ($) | $235,074,000 | 285 |
| Non-managed Assets ($) | $2,000 | 387 |
| 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 | $327,000 | 334 |
| Number of Managed Accounts | $318,000 | 297 |
| Number of Non-Managed Accounts | $9,000 | 357 |
| Total fiduciary and related assets | $223,900,000 | 339 |
| Managed Assets ($) | $223,875,000 | 283 |
| Non-managed Assets ($) | $25,000 | 390 |
| 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 | $311,000 | 345 |
| Number of Managed Accounts | $311,000 | 303 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $225,038,000 | 351 |
| Managed Assets ($) | $225,038,000 | 288 |
| Non-managed Assets ($) | $0 | 399 |
| 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 | $310,000 | 500 |
| Number of Managed Accounts | $302,000 | 388 |
| Number of Non-Managed Accounts | $8,000 | 950 |
| Total fiduciary and related assets | $219,939,000 | 376 |
| Managed Assets ($) | $219,938,000 | 302 |
| Non-managed Assets ($) | $1,000 | 1,232 |
| 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 | $331,000 | 329 |
| Number of Managed Accounts | $308,000 | 293 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $221,415,000 | 334 |
| Managed Assets ($) | $219,826,000 | 288 |
| Non-managed Assets ($) | $1,589,000 | 364 |
| 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 | $324,000 | 339 |
| Number of Managed Accounts | $301,000 | 302 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $222,905,000 | 335 |
| Managed Assets ($) | $221,439,000 | 279 |
| Non-managed Assets ($) | $1,466,000 | 372 |
| 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 | $323,000 | 336 |
| Number of Managed Accounts | $301,000 | 300 |
| Number of Non-Managed Accounts | $22,000 | 312 |
| Total fiduciary and related assets | $216,274,000 | 331 |
| Managed Assets ($) | $214,773,000 | 280 |
| Non-managed Assets ($) | $1,501,000 | 372 |
| 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 | $323,000 | 496 |
| Number of Managed Accounts | $303,000 | 392 |
| Number of Non-Managed Accounts | $20,000 | 765 |
| Total fiduciary and related assets | $216,365,000 | 368 |
| Managed Assets ($) | $215,144,000 | 295 |
| Non-managed Assets ($) | $1,221,000 | 950 |
| 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 | $325,000 | 355 |
| Number of Managed Accounts | $304,000 | 313 |
| Number of Non-Managed Accounts | $21,000 | 337 |
| Total fiduciary and related assets | $232,909,000 | 355 |
| Managed Assets ($) | $230,799,000 | 296 |
| Non-managed Assets ($) | $2,110,000 | 393 |
| 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 | $323,000 | 364 |
| Number of Managed Accounts | $303,000 | 316 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $233,805,000 | 364 |
| Managed Assets ($) | $231,795,000 | 307 |
| Non-managed Assets ($) | $2,010,000 | 399 |
| 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 | $317,000 | 367 |
| Number of Managed Accounts | $296,000 | 323 |
| Number of Non-Managed Accounts | $21,000 | 343 |
| Total fiduciary and related assets | $209,323,000 | 387 |
| Managed Assets ($) | $206,889,000 | 335 |
| Non-managed Assets ($) | $2,434,000 | 401 |
| 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 | $309,000 | 515 |
| Number of Managed Accounts | $289,000 | 405 |
| Number of Non-Managed Accounts | $20,000 | 773 |
| Total fiduciary and related assets | $202,478,000 | 434 |
| Managed Assets ($) | $200,066,000 | 363 |
| Non-managed Assets ($) | $2,412,000 | 885 |
| 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 | $307,000 | 352 |
| Number of Managed Accounts | $289,000 | 314 |
| Number of Non-Managed Accounts | $18,000 | 339 |
| Total fiduciary and related assets | $201,914,000 | 370 |
| Managed Assets ($) | $199,158,000 | 330 |
| Non-managed Assets ($) | $2,756,000 | 385 |
| 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 | $314,000 | 355 |
| Number of Managed Accounts | $296,000 | 313 |
| Number of Non-Managed Accounts | $18,000 | 351 |
| Total fiduciary and related assets | $199,774,000 | 378 |
| Managed Assets ($) | $197,060,000 | 335 |
| Non-managed Assets ($) | $2,714,000 | 392 |
| 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 | $315,000 | 355 |
| Number of Managed Accounts | $297,000 | 312 |
| Number of Non-Managed Accounts | $18,000 | 348 |
| Total fiduciary and related assets | $184,919,000 | 381 |
| Managed Assets ($) | $182,067,000 | 342 |
| Non-managed Assets ($) | $2,852,000 | 391 |
| 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 | $312,000 | 498 |
| Number of Managed Accounts | $295,000 | 393 |
| Number of Non-Managed Accounts | $17,000 | 838 |
| Total fiduciary and related assets | $183,196,000 | 451 |
| Managed Assets ($) | $180,025,000 | 379 |
| Non-managed Assets ($) | $3,171,000 | 842 |
| 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 | $309,000 | 351 |
| Number of Managed Accounts | $295,000 | 308 |
| Number of Non-Managed Accounts | $14,000 | 354 |
| Total fiduciary and related assets | $166,658,000 | 370 |
| Managed Assets ($) | $164,286,000 | 328 |
| Non-managed Assets ($) | $2,372,000 | 381 |
| 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 | $356,000 | 348 |
| Number of Managed Accounts | $345,000 | 299 |
| Number of Non-Managed Accounts | $11,000 | 368 |
| Total fiduciary and related assets | $156,054,000 | 377 |
| Managed Assets ($) | $153,697,000 | 335 |
| Non-managed Assets ($) | $2,357,000 | 385 |
| 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 | $438,000 | 331 |
| Number of Managed Accounts | $429,000 | 284 |
| Number of Non-Managed Accounts | $9,000 | 381 |
| Total fiduciary and related assets | $213,566,000 | 372 |
| Managed Assets ($) | $211,648,000 | 318 |
| Non-managed Assets ($) | $1,918,000 | 394 |
| 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 | $410,000 | 438 |
| Number of Managed Accounts | $408,000 | 337 |
| Number of Non-Managed Accounts | $2,000 | 1,215 |
| Total fiduciary and related assets | $198,889,000 | 418 |
| Managed Assets ($) | $198,617,000 | 345 |
| Non-managed Assets ($) | $272,000 | 1,214 |
| 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 | $378,000 | 334 |
| Number of Managed Accounts | $376,000 | 289 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $182,444,000 | 368 |
| Managed Assets ($) | $182,178,000 | 323 |
| Non-managed Assets ($) | $266,000 | 404 |
| 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 | $366,000 | 348 |
| Number of Managed Accounts | $364,000 | 298 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $167,153,000 | 384 |
| Managed Assets ($) | $166,890,000 | 338 |
| Non-managed Assets ($) | $263,000 | 417 |
| 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 | $352,000 | 356 |
| Number of Managed Accounts | $350,000 | 304 |
| Number of Non-Managed Accounts | $2,000 | 415 |
| Total fiduciary and related assets | $157,193,000 | 386 |
| Managed Assets ($) | $156,934,000 | 339 |
| Non-managed Assets ($) | $259,000 | 421 |
| 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 | $337,000 | 497 |
| Number of Managed Accounts | $335,000 | 374 |
| Number of Non-Managed Accounts | $2,000 | 1,214 |
| Total fiduciary and related assets | $147,648,000 | 473 |
| Managed Assets ($) | $147,382,000 | 391 |
| Non-managed Assets ($) | $266,000 | 1,220 |
| 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 | $313,000 | 356 |
| Number of Managed Accounts | $311,000 | 312 |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Total fiduciary and related assets | $138,848,000 | 382 |
| Managed Assets ($) | $138,590,000 | 334 |
| Non-managed Assets ($) | $258,000 | 412 |
| 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 | $304,000 | 363 |
| Number of Managed Accounts | $302,000 | 315 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $126,477,000 | 391 |
| Managed Assets ($) | $126,222,000 | 344 |
| Non-managed Assets ($) | $255,000 | 421 |
| 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 | $292,000 | 367 |
| Number of Managed Accounts | $290,000 | 322 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $118,763,000 | 397 |
| Managed Assets ($) | $118,507,000 | 354 |
| Non-managed Assets ($) | $256,000 | 427 |
| 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 | $293,000 | 549 |
| Number of Managed Accounts | $291,000 | 417 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $120,965,000 | 511 |
| Managed Assets ($) | $120,712,000 | 423 |
| Non-managed Assets ($) | $253,000 | 1,258 |
| 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 | $290,000 | 381 |
| Number of Managed Accounts | $288,000 | 327 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $117,577,000 | 401 |
| Managed Assets ($) | $117,330,000 | 351 |
| Non-managed Assets ($) | $247,000 | 435 |
| 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 | $285,000 | 385 |
| Number of Managed Accounts | $283,000 | 336 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $119,907,000 | 401 |
| Managed Assets ($) | $119,662,000 | 354 |
| Non-managed Assets ($) | $245,000 | 439 |
| 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 | $280,000 | 399 |
| Number of Managed Accounts | $278,000 | 346 |
| Number of Non-Managed Accounts | $2,000 | 443 |
| Total fiduciary and related assets | $108,906,000 | 413 |
| Managed Assets ($) | $108,674,000 | 369 |
| Non-managed Assets ($) | $232,000 | 449 |
| 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 | $276,000 | 596 |
| Number of Managed Accounts | $274,000 | 459 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $97,934,000 | 578 |
| Managed Assets ($) | $97,704,000 | 479 |
| Non-managed Assets ($) | $230,000 | 1,300 |
| 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 |