Home > Seaway Bank and Trust Company > Fiduciary and Related Services
Seaway Bank and Trust Company, Fiduciary and Related Services
| 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 | $57,000 | 816 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $57,000 | 396 |
| Total fiduciary and related assets | $106,675,000 | 552 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $106,675,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $202,000 | 736 |
| 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 | $117,000 | 755 |
| 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 | $88,000 | 753 |
| 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 | $44,000 | 758 |
| 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 | $39,000 | 902 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $39,000 | 493 |
| Total fiduciary and related assets | $56,200,000 | 686 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $56,200,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 777 |
| 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 | $103,000 | 789 |
| 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 | $39,000 | 412 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $61,438,000 | 409 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $61,438,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,000 | 805 |
| 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 | $36,000 | 411 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $36,000 | 296 |
| Total fiduciary and related assets | $66,162,000 | 410 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $66,162,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,000 | 810 |
| 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 | $42,000 | 919 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $42,000 | 498 |
| Total fiduciary and related assets | $55,284,000 | 711 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $55,284,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,000 | 809 |
| 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 | $39,000 | 410 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $121,026,000 | 402 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $121,026,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,000 | 821 |
| 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 | $39,000 | 410 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $39,000 | 287 |
| Total fiduciary and related assets | $72,913,000 | 406 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $72,913,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 813 |
| 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 | $37,000 | 415 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $37,000 | 290 |
| Total fiduciary and related assets | $81,000 | 422 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $81,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,000 | 806 |
| 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 | $43,000 | 940 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $43,000 | 503 |
| Total fiduciary and related assets | $60,000 | 1,347 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $60,000 | 1,055 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,000 | 793 |
| 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 | $54,000 | 391 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $54,000 | 265 |
| Total fiduciary and related assets | $90,000 | 403 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $90,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,000 | 804 |
| 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 | $54,000 | 393 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $90,000 | 406 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $90,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,000 | 771 |
| 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 | $59,000 | 396 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $59,000 | 258 |
| Total fiduciary and related assets | $103,866,000 | 389 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $103,866,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,000 | 748 |
| 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 | $54,000 | 918 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $54,000 | 465 |
| Total fiduciary and related assets | $81,120,000 | 618 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $81,120,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $218,000 | 777 |
| 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 | $52,000 | 376 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $52,000 | 258 |
| Total fiduciary and related assets | $106,005,000 | 372 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $106,005,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $146,000 | 787 |
| 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 | $60,000 | 378 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $60,000 | 248 |
| Total fiduciary and related assets | $83,070,000 | 373 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $83,070,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,000 | 767 |
| 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 | $54,000 | 377 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $54,000 | 253 |
| Total fiduciary and related assets | $88,006,000 | 374 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $88,006,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,000 | 748 |
| 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 | $54,000 | 940 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $54,000 | 463 |
| Total fiduciary and related assets | $80,471,000 | 608 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $80,471,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 691 |
| 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 | $64,000 | 390 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $243,451,000 | 338 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $243,451,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,000 | 695 |
| 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 | $60,000 | 397 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $60,000 | 254 |
| Total fiduciary and related assets | $152,749,000 | 366 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $152,749,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 689 |
| 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 | $56,000 | 403 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $56,000 | 263 |
| Total fiduciary and related assets | $137,919,000 | 372 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $137,919,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $69,000 | 680 |
| 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 | $58,000 | 961 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $58,000 | 475 |
| Total fiduciary and related assets | $151,576,000 | 470 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $151,576,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 700 |
| 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 | $60,000 | 386 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $210,328,000 | 345 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $210,328,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,000 | 708 |
| 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 | $58,000 | 388 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $58,000 | 259 |
| Total fiduciary and related assets | $201,750,000 | 344 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $201,750,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,000 | 722 |
| 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 | $55,000 | 396 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $55,000 | 266 |
| Total fiduciary and related assets | $232,313,000 | 346 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $232,313,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,000 | 729 |
| 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 | $57,000 | 995 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $57,000 | 491 |
| Total fiduciary and related assets | $201,646,000 | 395 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $201,646,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 680 |
| 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 | $51,000 | 387 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $51,000 | 255 |
| Total fiduciary and related assets | $199,425,000 | 340 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $199,425,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $210,000 | 682 |
| 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 | $56,000 | 394 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $56,000 | 256 |
| Total fiduciary and related assets | $197,401,000 | 346 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $197,401,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $167,000 | 641 |
| 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 | $58,000 | 394 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $58,000 | 251 |
| Total fiduciary and related assets | $213,128,000 | 334 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $213,128,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,000 | 609 |
| 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 | $68,000 | 968 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $68,000 | 462 |
| Total fiduciary and related assets | $187,763,000 | 397 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $187,763,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 552 |
| 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 | $70,000 | 414 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $70,000 | 250 |
| Total fiduciary and related assets | $210,991,000 | 364 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $210,991,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $409,000 | 563 |
| 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 | $71,000 | 418 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $71,000 | 256 |
| Total fiduciary and related assets | $223,245,000 | 371 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $223,245,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,000 | 570 |
| 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 | $75,000 | 419 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $75,000 | 251 |
| Total fiduciary and related assets | $239,470,000 | 373 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $239,470,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,000 | 588 |
| 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 | $84,000 | 928 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $84,000 | 407 |
| Total fiduciary and related assets | $194,795,000 | 441 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $194,795,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 551 |
| 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 | $75,000 | 403 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $75,000 | 239 |
| Total fiduciary and related assets | $221,094,000 | 364 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $221,094,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 555 |
| 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 | $78,000 | 409 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $78,000 | 244 |
| Total fiduciary and related assets | $235,590,000 | 369 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $235,590,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $299,000 | 557 |
| 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 | $77,000 | 412 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $77,000 | 250 |
| Total fiduciary and related assets | $255,860,000 | 363 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $255,860,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,000 | 560 |
| 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 | $83,000 | 949 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $83,000 | 410 |
| Total fiduciary and related assets | $218,578,000 | 408 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $218,578,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 525 |
| 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 | $86,000 | 396 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $86,000 | 243 |
| Total fiduciary and related assets | $339,929,000 | 313 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $339,929,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 525 |
| 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 | $91,000 | 400 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $91,000 | 247 |
| Total fiduciary and related assets | $271,728,000 | 352 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $271,728,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 509 |
| 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 | $92,000 | 410 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $92,000 | 246 |
| Total fiduciary and related assets | $344,241,000 | 314 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $344,241,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $191,000 | 491 |
| 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 | $95,000 | 930 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $95,000 | 392 |
| Total fiduciary and related assets | $319,177,000 | 329 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $319,177,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $655,000 | 509 |
| 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 | $93,000 | 400 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $93,000 | 246 |
| Total fiduciary and related assets | $348,153,000 | 303 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $348,153,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 502 |
| 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 | $95,000 | 417 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $95,000 | 247 |
| Total fiduciary and related assets | $390,723,000 | 291 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $390,723,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 490 |
| 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 | $91,000 | 421 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $91,000 | 252 |
| Total fiduciary and related assets | $447,864,000 | 262 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $447,864,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $180,000 | 486 |
| 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 | $92,000 | 950 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $92,000 | 425 |
| Total fiduciary and related assets | $347,619,000 | 302 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $347,619,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $507,000 | 573 |
| 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 | $89,000 | 410 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $89,000 | 256 |
| Total fiduciary and related assets | $337,266,000 | 300 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $337,266,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 584 |
| 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 | $88,000 | 417 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $88,000 | 270 |
| Total fiduciary and related assets | $267,720,000 | 347 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $267,720,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 557 |
| 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 | $85,000 | 426 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $85,000 | 275 |
| Total fiduciary and related assets | $309,686,000 | 321 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $309,686,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,000 | 538 |
| 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 | $98,000 | 960 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $98,000 | 436 |
| Total fiduciary and related assets | $320,483,000 | 324 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $320,483,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 459 |
| 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 | $83,000 | 430 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $83,000 | 290 |
| Total fiduciary and related assets | $485,014,000 | 263 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $485,014,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 466 |
| 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 | $82,000 | 432 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $82,000 | 293 |
| Total fiduciary and related assets | $474,018,000 | 265 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $474,018,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $353,000 | 469 |
| 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 | $86,000 | 444 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $86,000 | 293 |
| Total fiduciary and related assets | $193,315,000 | 390 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $193,315,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,000 | 488 |
| 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 | $88,000 | 1,001 |
| Number of Managed Accounts | $2,000 | 1,674 |
| Number of Non-Managed Accounts | $86,000 | 463 |
| Total fiduciary and related assets | $196,217,000 | 418 |
| Managed Assets ($) | $2,902,000 | 1,381 |
| Non-managed Assets ($) | $193,315,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 618 |
| 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 | $97,000 | 917 |
| Number of Managed Accounts | $1,000 | 1,699 |
| Number of Non-Managed Accounts | $96,000 | 416 |
| Total fiduciary and related assets | $226,146,000 | 375 |
| Managed Assets ($) | $14,000 | 1,746 |
| Non-managed Assets ($) | $226,132,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 572 |
| 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 | $418,000 | 654 |
| 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 | $259,000 | 803 |
| 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 | $268,000 | 809 |
| 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 | $292,000 | 814 |
| 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 | $244,000 | 921 |
| 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 | $96,000 | 1,174 |
| 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 | $76,000 | 1,232 |
| 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 | $56,000 | 1,320 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |