Home > Seacoast National Bank > Fiduciary and Related Services
Seacoast National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $865,000 | 273 |
| Number of Managed Accounts | $863,000 | 230 |
| Number of Non-Managed Accounts | $2,000 | 743 |
| Total fiduciary and related assets | $1,425,003,000 | 213 |
| Managed Assets ($) | $1,424,986,000 | 171 |
| Non-managed Assets ($) | $17,000 | 802 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,210,000 | 185 |
| 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 | $835,000 | 249 |
| Number of Managed Accounts | $833,000 | 218 |
| Number of Non-Managed Accounts | $2,000 | 357 |
| Total fiduciary and related assets | $1,304,793,000 | 214 |
| Managed Assets ($) | $1,304,761,000 | 173 |
| Non-managed Assets ($) | $32,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,867,000 | 185 |
| 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 | $804,000 | 269 |
| Number of Managed Accounts | $802,000 | 236 |
| Number of Non-Managed Accounts | $2,000 | 421 |
| Total fiduciary and related assets | $1,300,548,000 | 210 |
| Managed Assets ($) | $1,300,521,000 | 174 |
| Non-managed Assets ($) | $27,000 | 432 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,607,000 | 179 |
| 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 | $788,000 | 259 |
| Number of Managed Accounts | $786,000 | 231 |
| Number of Non-Managed Accounts | $2,000 | 363 |
| Total fiduciary and related assets | $1,270,720,000 | 220 |
| Managed Assets ($) | $1,270,615,000 | 181 |
| Non-managed Assets ($) | $105,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,227,000 | 186 |
| 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 | $753,000 | 295 |
| Number of Managed Accounts | $751,000 | 250 |
| Number of Non-Managed Accounts | $2,000 | 783 |
| Total fiduciary and related assets | $1,160,183,000 | 229 |
| Managed Assets ($) | $1,160,170,000 | 192 |
| Non-managed Assets ($) | $13,000 | 851 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,114,000 | 207 |
| 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 | $647,000 | 289 |
| Number of Managed Accounts | $646,000 | 257 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $939,926,000 | 243 |
| Managed Assets ($) | $939,897,000 | 204 |
| Non-managed Assets ($) | $29,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,020,000 | 209 |
| 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 | $717,000 | 258 |
| Number of Managed Accounts | $716,000 | 234 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $995,092,000 | 207 |
| Managed Assets ($) | $995,067,000 | 172 |
| Non-managed Assets ($) | $25,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,951,000 | 184 |
| 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 | $684,000 | 249 |
| Number of Managed Accounts | $683,000 | 230 |
| Number of Non-Managed Accounts | $1,000 | 340 |
| Total fiduciary and related assets | $1,036,284,000 | 213 |
| Managed Assets ($) | $1,036,183,000 | 177 |
| Non-managed Assets ($) | $101,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 186 |
| 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 | $657,000 | 285 |
| Number of Managed Accounts | $656,000 | 253 |
| Number of Non-Managed Accounts | $1,000 | 792 |
| Total fiduciary and related assets | $1,065,859,000 | 218 |
| Managed Assets ($) | $1,065,847,000 | 180 |
| Non-managed Assets ($) | $12,000 | 827 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,038,000 | 203 |
| 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 | $648,000 | 255 |
| Number of Managed Accounts | $647,000 | 237 |
| Number of Non-Managed Accounts | $1,000 | 326 |
| Total fiduciary and related assets | $939,924,000 | 225 |
| Managed Assets ($) | $939,895,000 | 189 |
| Non-managed Assets ($) | $29,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,319,000 | 199 |
| 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 | $640,000 | 277 |
| Number of Managed Accounts | $639,000 | 254 |
| Number of Non-Managed Accounts | $1,000 | 390 |
| Total fiduciary and related assets | $941,293,000 | 227 |
| Managed Assets ($) | $941,270,000 | 190 |
| Non-managed Assets ($) | $23,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,401,000 | 204 |
| 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 | $618,000 | 261 |
| Number of Managed Accounts | $617,000 | 244 |
| Number of Non-Managed Accounts | $1,000 | 330 |
| Total fiduciary and related assets | $810,718,000 | 234 |
| Managed Assets ($) | $810,619,000 | 200 |
| Non-managed Assets ($) | $99,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 201 |
| 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 | $601,000 | 296 |
| Number of Managed Accounts | $599,000 | 263 |
| Number of Non-Managed Accounts | $2,000 | 776 |
| Total fiduciary and related assets | $677,757,000 | 259 |
| Managed Assets ($) | $677,747,000 | 230 |
| Non-managed Assets ($) | $10,000 | 855 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,504,000 | 211 |
| 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 | $593,000 | 262 |
| Number of Managed Accounts | $592,000 | 241 |
| Number of Non-Managed Accounts | $1,000 | 330 |
| Total fiduciary and related assets | $608,825,000 | 248 |
| Managed Assets ($) | $608,796,000 | 224 |
| Non-managed Assets ($) | $29,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,092,000 | 208 |
| 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 | $591,000 | 286 |
| Number of Managed Accounts | $590,000 | 256 |
| Number of Non-Managed Accounts | $1,000 | 386 |
| Total fiduciary and related assets | $542,630,000 | 282 |
| Managed Assets ($) | $542,605,000 | 241 |
| Non-managed Assets ($) | $25,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,646,000 | 212 |
| 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 | $590,000 | 262 |
| Number of Managed Accounts | $589,000 | 240 |
| Number of Non-Managed Accounts | $1,000 | 333 |
| Total fiduciary and related assets | $455,603,000 | 267 |
| Managed Assets ($) | $455,507,000 | 232 |
| Non-managed Assets ($) | $96,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,333,000 | 213 |
| 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 | $567,000 | 311 |
| Number of Managed Accounts | $565,000 | 268 |
| Number of Non-Managed Accounts | $2,000 | 798 |
| Total fiduciary and related assets | $504,586,000 | 288 |
| Managed Assets ($) | $503,206,000 | 249 |
| Non-managed Assets ($) | $1,380,000 | 707 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,442,000 | 228 |
| 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 | $551,000 | 271 |
| Number of Managed Accounts | $549,000 | 247 |
| Number of Non-Managed Accounts | $2,000 | 332 |
| Total fiduciary and related assets | $468,389,000 | 275 |
| Managed Assets ($) | $467,014,000 | 243 |
| Non-managed Assets ($) | $1,375,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,346,000 | 227 |
| 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 | $535,000 | 296 |
| Number of Managed Accounts | $533,000 | 265 |
| Number of Non-Managed Accounts | $2,000 | 370 |
| Total fiduciary and related assets | $447,155,000 | 295 |
| Managed Assets ($) | $445,787,000 | 260 |
| Non-managed Assets ($) | $1,368,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,163,000 | 232 |
| 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 | $503,000 | 301 |
| Number of Managed Accounts | $502,000 | 273 |
| Number of Non-Managed Accounts | $1,000 | 379 |
| Total fiduciary and related assets | $412,582,000 | 304 |
| Managed Assets ($) | $412,488,000 | 266 |
| Non-managed Assets ($) | $94,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 235 |
| 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 | $488,000 | 338 |
| Number of Managed Accounts | $487,000 | 291 |
| Number of Non-Managed Accounts | $1,000 | 871 |
| Total fiduciary and related assets | $390,913,000 | 309 |
| Managed Assets ($) | $390,907,000 | 265 |
| Non-managed Assets ($) | $6,000 | 919 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,183,000 | 235 |
| 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 | $470,000 | 308 |
| Number of Managed Accounts | $469,000 | 279 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $406,820,000 | 313 |
| Managed Assets ($) | $406,793,000 | 268 |
| Non-managed Assets ($) | $27,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,143,000 | 233 |
| 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 | $453,000 | 316 |
| Number of Managed Accounts | $452,000 | 288 |
| Number of Non-Managed Accounts | $1,000 | 382 |
| Total fiduciary and related assets | $385,745,000 | 323 |
| Managed Assets ($) | $385,721,000 | 274 |
| Non-managed Assets ($) | $24,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,060,000 | 236 |
| 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 | $449,000 | 321 |
| Number of Managed Accounts | $448,000 | 290 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $355,180,000 | 337 |
| Managed Assets ($) | $355,089,000 | 290 |
| Non-managed Assets ($) | $91,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 237 |
| 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 | $453,000 | 360 |
| Number of Managed Accounts | $453,000 | 307 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $353,201,000 | 340 |
| Managed Assets ($) | $353,201,000 | 292 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,705,000 | 247 |
| 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 | $431,000 | 318 |
| Number of Managed Accounts | $429,000 | 290 |
| Number of Non-Managed Accounts | $2,000 | 371 |
| Total fiduciary and related assets | $330,140,000 | 343 |
| Managed Assets ($) | $330,114,000 | 300 |
| Non-managed Assets ($) | $26,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,764,000 | 246 |
| 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 | $427,000 | 322 |
| Number of Managed Accounts | $423,000 | 293 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $317,900,000 | 347 |
| Managed Assets ($) | $317,604,000 | 301 |
| Non-managed Assets ($) | $296,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,797,000 | 249 |
| 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 | $418,000 | 324 |
| Number of Managed Accounts | $409,000 | 295 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $292,664,000 | 358 |
| Managed Assets ($) | $288,795,000 | 312 |
| Non-managed Assets ($) | $3,869,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 254 |
| 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 | $411,000 | 381 |
| Number of Managed Accounts | $407,000 | 311 |
| Number of Non-Managed Accounts | $4,000 | 837 |
| Total fiduciary and related assets | $276,737,000 | 365 |
| Managed Assets ($) | $272,894,000 | 315 |
| Non-managed Assets ($) | $3,843,000 | 699 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,433,000 | 249 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,464,000 | 255 |
| 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 | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,644,000 | 260 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 258 |
| 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 | $394,000 | 391 |
| Number of Managed Accounts | $394,000 | 314 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $247,358,000 | 388 |
| Managed Assets ($) | $247,358,000 | 323 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,132,000 | 263 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,341,000 | 266 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 268 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 264 |
| 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 | $373,000 | 420 |
| Number of Managed Accounts | $371,000 | 335 |
| Number of Non-Managed Accounts | $2,000 | 972 |
| Total fiduciary and related assets | $229,912,000 | 402 |
| Managed Assets ($) | $226,239,000 | 346 |
| Non-managed Assets ($) | $3,673,000 | 738 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,985,000 | 276 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,191,000 | 278 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,374,000 | 281 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 283 |
| 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 | $358,000 | 440 |
| Number of Managed Accounts | $355,000 | 355 |
| Number of Non-Managed Accounts | $3,000 | 969 |
| Total fiduciary and related assets | $219,191,000 | 407 |
| Managed Assets ($) | $215,828,000 | 350 |
| Non-managed Assets ($) | $3,363,000 | 761 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,711,000 | 278 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 275 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,351,000 | 275 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 272 |
| 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 | $350,000 | 443 |
| Number of Managed Accounts | $346,000 | 357 |
| Number of Non-Managed Accounts | $4,000 | 957 |
| Total fiduciary and related assets | $204,763,000 | 408 |
| Managed Assets ($) | $201,830,000 | 336 |
| Non-managed Assets ($) | $2,933,000 | 786 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,279,000 | 289 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,137,000 | 287 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000 | 287 |
| 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 | $331,000 | 453 |
| Number of Managed Accounts | $324,000 | 370 |
| Number of Non-Managed Accounts | $7,000 | 910 |
| Total fiduciary and related assets | $186,043,000 | 410 |
| Managed Assets ($) | $183,317,000 | 340 |
| Non-managed Assets ($) | $2,726,000 | 799 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,111,000 | 257 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,581,000 | 257 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 259 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 262 |
| 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 | $335,000 | 475 |
| Number of Managed Accounts | $328,000 | 380 |
| Number of Non-Managed Accounts | $7,000 | 952 |
| Total fiduciary and related assets | $185,405,000 | 423 |
| Managed Assets ($) | $182,325,000 | 352 |
| Non-managed Assets ($) | $3,080,000 | 823 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,977,000 | 263 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 262 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 265 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 270 |
| 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 | $338,000 | 479 |
| Number of Managed Accounts | $331,000 | 373 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $178,593,000 | 424 |
| Managed Assets ($) | $175,789,000 | 346 |
| Non-managed Assets ($) | $2,804,000 | 847 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,099,000 | 239 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,556,000 | 237 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 239 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $558,000 | 233 |
| 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 | $385,000 | 450 |
| Number of Managed Accounts | $373,000 | 350 |
| Number of Non-Managed Accounts | $12,000 | 878 |
| Total fiduciary and related assets | $178,634,000 | 405 |
| Managed Assets ($) | $175,028,000 | 337 |
| Non-managed Assets ($) | $3,606,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,343,000 | 239 |
| 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 | $1,770,000 | 246 |
| 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 | $1,172,000 | 253 |
| 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 | $582,000 | 252 |
| 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 | $394,000 | 454 |
| Number of Managed Accounts | $372,000 | 350 |
| Number of Non-Managed Accounts | $22,000 | 744 |
| Total fiduciary and related assets | $228,866,000 | 403 |
| Managed Assets ($) | $222,016,000 | 337 |
| Non-managed Assets ($) | $6,850,000 | 713 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 240 |
| 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 | $416,000 | 328 |
| Number of Managed Accounts | $393,000 | 282 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $253,231,000 | 352 |
| Managed Assets ($) | $245,964,000 | 302 |
| Non-managed Assets ($) | $7,267,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,948,000 | 235 |
| 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 | $425,000 | 331 |
| Number of Managed Accounts | $402,000 | 282 |
| Number of Non-Managed Accounts | $23,000 | 337 |
| Total fiduciary and related assets | $250,361,000 | 364 |
| Managed Assets ($) | $243,117,000 | 310 |
| Non-managed Assets ($) | $7,244,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 243 |
| 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 | $419,000 | 333 |
| Number of Managed Accounts | $394,000 | 288 |
| Number of Non-Managed Accounts | $25,000 | 333 |
| Total fiduciary and related assets | $262,431,000 | 359 |
| Managed Assets ($) | $254,781,000 | 302 |
| Non-managed Assets ($) | $7,650,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $627,000 | 247 |
| 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 | $421,000 | 414 |
| Number of Managed Accounts | $396,000 | 328 |
| Number of Non-Managed Accounts | $25,000 | 739 |
| Total fiduciary and related assets | $272,898,000 | 349 |
| Managed Assets ($) | $263,562,000 | 291 |
| Non-managed Assets ($) | $9,336,000 | 666 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,858,000 | 214 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,204,000 | 211 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 214 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $712,000 | 222 |
| 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 | $449,000 | 414 |
| Number of Managed Accounts | $423,000 | 328 |
| Number of Non-Managed Accounts | $26,000 | 757 |
| Total fiduciary and related assets | $247,078,000 | 369 |
| Managed Assets ($) | $238,781,000 | 303 |
| Non-managed Assets ($) | $8,297,000 | 687 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,573,000 | 229 |
| 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 | $434,000 | 322 |
| Number of Managed Accounts | $410,000 | 283 |
| Number of Non-Managed Accounts | $24,000 | 333 |
| Total fiduciary and related assets | $236,149,000 | 353 |
| Managed Assets ($) | $228,393,000 | 295 |
| Non-managed Assets ($) | $7,756,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 221 |
| 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 | $443,000 | 331 |
| Number of Managed Accounts | $419,000 | 286 |
| Number of Non-Managed Accounts | $24,000 | 349 |
| Total fiduciary and related assets | $233,669,000 | 362 |
| Managed Assets ($) | $226,039,000 | 297 |
| Non-managed Assets ($) | $7,630,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 222 |
| 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 | $446,000 | 334 |
| Number of Managed Accounts | $426,000 | 289 |
| Number of Non-Managed Accounts | $20,000 | 360 |
| Total fiduciary and related assets | $245,262,000 | 358 |
| Managed Assets ($) | $238,238,000 | 290 |
| Non-managed Assets ($) | $7,024,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 242 |
| 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 | $444,000 | 415 |
| Number of Managed Accounts | $398,000 | 336 |
| Number of Non-Managed Accounts | $46,000 | 611 |
| Total fiduciary and related assets | $251,353,000 | 364 |
| Managed Assets ($) | $223,672,000 | 307 |
| Non-managed Assets ($) | $27,681,000 | 441 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,250,000 | 240 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,611,000 | 254 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,055,000 | 258 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 256 |
| 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 | $393,000 | 468 |
| Number of Managed Accounts | $368,000 | 355 |
| Number of Non-Managed Accounts | $25,000 | 805 |
| Total fiduciary and related assets | $211,417,000 | 406 |
| Managed Assets ($) | $193,817,000 | 341 |
| Non-managed Assets ($) | $17,600,000 | 548 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,043,000 | 257 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,545,000 | 263 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,051,000 | 269 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 276 |
| 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 | $403,000 | 479 |
| Number of Managed Accounts | $362,000 | 383 |
| Number of Non-Managed Accounts | $41,000 | 680 |
| Total fiduciary and related assets | $204,098,000 | 410 |
| Managed Assets ($) | $175,488,000 | 363 |
| Non-managed Assets ($) | $28,610,000 | 449 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,177,000 | 274 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $504,000 | 382 |
| Number of Managed Accounts | $392,000 | 344 |
| Number of Non-Managed Accounts | $112,000 | 383 |
| Total fiduciary and related assets | $279,091,000 | 337 |
| Managed Assets ($) | $253,753,000 | 273 |
| Non-managed Assets ($) | $25,338,000 | 456 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,497,000 | 255 |
| 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 | $2,704,000 | 243 |
| 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 | $2,489,000 | 294 |
| 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 | $2,144,000 | 307 |
| 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 | $2,206,000 | 308 |
| 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 | $2,069,000 | 355 |
| 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 | $1,907,000 | 383 |
| 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 | $1,722,000 | 398 |
| 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 | $1,785,000 | 402 |
| 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 | $1,769,000 | 414 |