Home > Seaside National Bank & Trust > Fiduciary and Related Services
Seaside National Bank & Trust, Fiduciary and Related Services
| 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 | $809,000 | 244 |
| Number of Managed Accounts | $715,000 | 230 |
| Number of Non-Managed Accounts | $94,000 | 205 |
| Total fiduciary and related assets | $924,174,000 | 210 |
| Managed Assets ($) | $597,182,000 | 229 |
| Non-managed Assets ($) | $326,992,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 255 |
| 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 | $802,000 | 231 |
| Number of Managed Accounts | $703,000 | 224 |
| Number of Non-Managed Accounts | $99,000 | 190 |
| Total fiduciary and related assets | $820,894,000 | 209 |
| Managed Assets ($) | $506,166,000 | 226 |
| Non-managed Assets ($) | $314,728,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 249 |
| 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 | $858,000 | 248 |
| Number of Managed Accounts | $707,000 | 234 |
| Number of Non-Managed Accounts | $151,000 | 207 |
| Total fiduciary and related assets | $893,702,000 | 218 |
| Managed Assets ($) | $555,177,000 | 238 |
| Non-managed Assets ($) | $338,525,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,544,000 | 259 |
| 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 | $864,000 | 232 |
| Number of Managed Accounts | $710,000 | 223 |
| Number of Non-Managed Accounts | $154,000 | 158 |
| Total fiduciary and related assets | $825,777,000 | 221 |
| Managed Assets ($) | $519,307,000 | 235 |
| Non-managed Assets ($) | $306,470,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,602,000 | 264 |
| 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 | $815,000 | 240 |
| Number of Managed Accounts | $711,000 | 228 |
| Number of Non-Managed Accounts | $104,000 | 192 |
| Total fiduciary and related assets | $642,904,000 | 250 |
| Managed Assets ($) | $509,685,000 | 241 |
| Non-managed Assets ($) | $133,219,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 265 |
| 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 | $808,000 | 242 |
| Number of Managed Accounts | $704,000 | 228 |
| Number of Non-Managed Accounts | $104,000 | 197 |
| Total fiduciary and related assets | $629,166,000 | 249 |
| Managed Assets ($) | $498,486,000 | 241 |
| Non-managed Assets ($) | $130,680,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 264 |
| 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 | $819,000 | 253 |
| Number of Managed Accounts | $718,000 | 226 |
| Number of Non-Managed Accounts | $101,000 | 258 |
| Total fiduciary and related assets | $589,758,000 | 252 |
| Managed Assets ($) | $470,577,000 | 241 |
| Non-managed Assets ($) | $119,181,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,204,000 | 271 |
| 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 | $815,000 | 242 |
| Number of Managed Accounts | $712,000 | 223 |
| Number of Non-Managed Accounts | $103,000 | 194 |
| Total fiduciary and related assets | $620,405,000 | 257 |
| Managed Assets ($) | $488,758,000 | 243 |
| Non-managed Assets ($) | $131,647,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 271 |
| 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 | $815,000 | 246 |
| Number of Managed Accounts | $715,000 | 225 |
| Number of Non-Managed Accounts | $100,000 | 199 |
| Total fiduciary and related assets | $589,214,000 | 260 |
| Managed Assets ($) | $467,250,000 | 247 |
| Non-managed Assets ($) | $121,964,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,581,000 | 273 |
| 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 | $820,000 | 247 |
| Number of Managed Accounts | $716,000 | 224 |
| Number of Non-Managed Accounts | $104,000 | 200 |
| Total fiduciary and related assets | $566,582,000 | 263 |
| Managed Assets ($) | $449,549,000 | 248 |
| Non-managed Assets ($) | $117,033,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 277 |
| 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 | $814,000 | 261 |
| Number of Managed Accounts | $718,000 | 230 |
| Number of Non-Managed Accounts | $96,000 | 274 |
| Total fiduciary and related assets | $565,027,000 | 262 |
| Managed Assets ($) | $452,647,000 | 254 |
| Non-managed Assets ($) | $112,380,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,843,000 | 284 |
| 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 | $814,000 | 246 |
| Number of Managed Accounts | $715,000 | 227 |
| Number of Non-Managed Accounts | $99,000 | 201 |
| Total fiduciary and related assets | $552,705,000 | 266 |
| Managed Assets ($) | $441,537,000 | 255 |
| Non-managed Assets ($) | $111,168,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,118,000 | 287 |
| 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 | $809,000 | 248 |
| Number of Managed Accounts | $716,000 | 227 |
| Number of Non-Managed Accounts | $93,000 | 201 |
| Total fiduciary and related assets | $547,683,000 | 261 |
| Managed Assets ($) | $442,416,000 | 248 |
| Non-managed Assets ($) | $105,267,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,399,000 | 284 |
| 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 | $821,000 | 246 |
| Number of Managed Accounts | $733,000 | 220 |
| Number of Non-Managed Accounts | $88,000 | 206 |
| Total fiduciary and related assets | $540,285,000 | 260 |
| Managed Assets ($) | $439,729,000 | 251 |
| Non-managed Assets ($) | $100,556,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 290 |
| 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 | $800,000 | 256 |
| Number of Managed Accounts | $719,000 | 222 |
| Number of Non-Managed Accounts | $81,000 | 312 |
| Total fiduciary and related assets | $503,328,000 | 263 |
| Managed Assets ($) | $421,474,000 | 255 |
| Non-managed Assets ($) | $81,854,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,653,000 | 285 |
| 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 | $796,000 | 245 |
| Number of Managed Accounts | $719,000 | 218 |
| Number of Non-Managed Accounts | $77,000 | 224 |
| Total fiduciary and related assets | $501,915,000 | 262 |
| Managed Assets ($) | $424,499,000 | 250 |
| Non-managed Assets ($) | $77,416,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,010,000 | 277 |
| 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 | $793,000 | 247 |
| Number of Managed Accounts | $718,000 | 222 |
| Number of Non-Managed Accounts | $75,000 | 226 |
| Total fiduciary and related assets | $488,828,000 | 271 |
| Managed Assets ($) | $417,714,000 | 253 |
| Non-managed Assets ($) | $71,114,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,304,000 | 286 |
| 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 | $788,000 | 249 |
| Number of Managed Accounts | $714,000 | 219 |
| Number of Non-Managed Accounts | $74,000 | 225 |
| Total fiduciary and related assets | $473,937,000 | 274 |
| Managed Assets ($) | $404,470,000 | 254 |
| Non-managed Assets ($) | $69,467,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 290 |
| 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 | $765,000 | 265 |
| Number of Managed Accounts | $717,000 | 222 |
| Number of Non-Managed Accounts | $48,000 | 449 |
| Total fiduciary and related assets | $460,482,000 | 276 |
| Managed Assets ($) | $396,144,000 | 260 |
| Non-managed Assets ($) | $64,338,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,438,000 | 297 |
| 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 | $775,000 | 253 |
| Number of Managed Accounts | $731,000 | 217 |
| Number of Non-Managed Accounts | $44,000 | 279 |
| Total fiduciary and related assets | $459,960,000 | 277 |
| Managed Assets ($) | $405,037,000 | 251 |
| Non-managed Assets ($) | $54,923,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,802,000 | 304 |
| 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 | $766,000 | 259 |
| Number of Managed Accounts | $729,000 | 220 |
| Number of Non-Managed Accounts | $37,000 | 290 |
| Total fiduciary and related assets | $446,349,000 | 286 |
| Managed Assets ($) | $408,551,000 | 258 |
| Non-managed Assets ($) | $37,798,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 314 |
| 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 | $806,000 | 249 |
| Number of Managed Accounts | $767,000 | 210 |
| Number of Non-Managed Accounts | $39,000 | 291 |
| Total fiduciary and related assets | $437,948,000 | 292 |
| Managed Assets ($) | $429,063,000 | 251 |
| Non-managed Assets ($) | $8,885,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 314 |
| 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 | $784,000 | 264 |
| Number of Managed Accounts | $747,000 | 218 |
| Number of Non-Managed Accounts | $37,000 | 516 |
| Total fiduciary and related assets | $425,262,000 | 296 |
| Managed Assets ($) | $416,133,000 | 254 |
| Non-managed Assets ($) | $9,129,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,028,000 | 333 |
| 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 | $757,000 | 257 |
| Number of Managed Accounts | $725,000 | 219 |
| Number of Non-Managed Accounts | $32,000 | 303 |
| Total fiduciary and related assets | $414,229,000 | 297 |
| Managed Assets ($) | $407,307,000 | 254 |
| Non-managed Assets ($) | $6,922,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,470,000 | 340 |
| 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 | $690,000 | 271 |
| Number of Managed Accounts | $678,000 | 230 |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Total fiduciary and related assets | $404,497,000 | 301 |
| Managed Assets ($) | $402,132,000 | 254 |
| Non-managed Assets ($) | $2,365,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 350 |
| 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 | $514,000 | 311 |
| Number of Managed Accounts | $510,000 | 271 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $348,002,000 | 328 |
| Managed Assets ($) | $347,036,000 | 278 |
| Non-managed Assets ($) | $966,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 382 |
| 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 | $498,000 | 355 |
| Number of Managed Accounts | $494,000 | 288 |
| Number of Non-Managed Accounts | $4,000 | 935 |
| Total fiduciary and related assets | $323,742,000 | 339 |
| Managed Assets ($) | $322,740,000 | 291 |
| Non-managed Assets ($) | $1,002,000 | 892 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,175,000 | 422 |
| 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 | $830,000 | 436 |
| 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 | $507,000 | 458 |
| 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 | $251,000 | 465 |
| 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 | $335,000 | 454 |
| Number of Managed Accounts | $330,000 | 367 |
| Number of Non-Managed Accounts | $5,000 | 923 |
| Total fiduciary and related assets | $208,016,000 | 402 |
| Managed Assets ($) | $203,428,000 | 334 |
| Non-managed Assets ($) | $4,588,000 | 732 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 494 |
| 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 | $599,000 | 502 |
| 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 | $388,000 | 506 |
| 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 | $192,000 | 515 |
| 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 | $282,000 | 505 |
| Number of Managed Accounts | $278,000 | 402 |
| Number of Non-Managed Accounts | $4,000 | 973 |
| Total fiduciary and related assets | $164,623,000 | 436 |
| Managed Assets ($) | $163,718,000 | 358 |
| Non-managed Assets ($) | $905,000 | 944 |
| Memoranda | ||
| Gross Fiduciary activities income | $671,000 | 503 |
| 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 | $487,000 | 508 |
| 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 | $313,000 | 521 |
| 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 | $151,000 | 530 |
| 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 | $223,000 | 586 |
| Number of Managed Accounts | $220,000 | 465 |
| Number of Non-Managed Accounts | $3,000 | 1,051 |
| Total fiduciary and related assets | $129,950,000 | 504 |
| Managed Assets ($) | $128,012,000 | 422 |
| Non-managed Assets ($) | $1,938,000 | 894 |
| Memoranda | ||
| Gross Fiduciary activities income | $528,000 | 538 |
| 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 | $380,000 | 547 |
| 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 | $240,000 | 559 |
| 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 | $118,000 | 574 |
| 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 | $187,000 | 664 |
| Number of Managed Accounts | $184,000 | 523 |
| Number of Non-Managed Accounts | $3,000 | 1,089 |
| Total fiduciary and related assets | $103,770,000 | 546 |
| Managed Assets ($) | $101,823,000 | 462 |
| Non-managed Assets ($) | $1,947,000 | 902 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 632 |
| 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 | $244,000 | 646 |
| 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 | $163,000 | 647 |
| 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 | $73,000 | 683 |
| 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 | $132,000 | 774 |
| Number of Managed Accounts | $132,000 | 630 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $64,818,000 | 673 |
| Managed Assets ($) | $64,818,000 | 571 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $167,000 | 809 |
| 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 | $108,000 | 839 |
| 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 | $57,000 | 887 |
| 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 | $32,000 | 882 |
| 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 | $42,000 | 1,118 |
| Number of Managed Accounts | $41,000 | 956 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $33,334,000 | 887 |
| Managed Assets ($) | $33,064,000 | 784 |
| Non-managed Assets ($) | $270,000 | 1,159 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,000 | 1,093 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000 | 1,181 |
| 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 | $22,000 | 431 |
| Number of Managed Accounts | $22,000 | 402 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $11,039,000 | 435 |
| Managed Assets ($) | $11,039,000 | 407 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,282 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |