Home > Security Bank & Trust Company > Fiduciary and Related Services
Security Bank & Trust Company, 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 | $351,000 | 428 |
| Number of Managed Accounts | $341,000 | 381 |
| Number of Non-Managed Accounts | $10,000 | 618 |
| Total fiduciary and related assets | $453,028,000 | 355 |
| Managed Assets ($) | $447,845,000 | 315 |
| Non-managed Assets ($) | $5,183,000 | 588 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,632,000 | 356 |
| 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 | $355,000 | 325 |
| Number of Managed Accounts | $345,000 | 296 |
| Number of Non-Managed Accounts | $10,000 | 326 |
| Total fiduciary and related assets | $448,789,000 | 314 |
| Managed Assets ($) | $443,559,000 | 282 |
| Non-managed Assets ($) | $5,230,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,839,000 | 365 |
| 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 | $352,000 | 379 |
| Number of Managed Accounts | $342,000 | 346 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $453,297,000 | 343 |
| Managed Assets ($) | $448,119,000 | 305 |
| Non-managed Assets ($) | $5,178,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 361 |
| 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 | $347,000 | 334 |
| Number of Managed Accounts | $337,000 | 307 |
| Number of Non-Managed Accounts | $10,000 | 337 |
| Total fiduciary and related assets | $450,241,000 | 316 |
| Managed Assets ($) | $445,172,000 | 290 |
| Non-managed Assets ($) | $5,069,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 413 |
| 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 | $356,000 | 433 |
| Number of Managed Accounts | $345,000 | 387 |
| Number of Non-Managed Accounts | $11,000 | 636 |
| Total fiduciary and related assets | $449,389,000 | 353 |
| Managed Assets ($) | $440,121,000 | 314 |
| Non-managed Assets ($) | $9,268,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,152,000 | 335 |
| 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 | $358,000 | 341 |
| Number of Managed Accounts | $345,000 | 314 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $441,201,000 | 320 |
| Managed Assets ($) | $429,383,000 | 294 |
| Non-managed Assets ($) | $11,818,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,343,000 | 337 |
| 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 | $364,000 | 352 |
| Number of Managed Accounts | $351,000 | 324 |
| Number of Non-Managed Accounts | $13,000 | 358 |
| Total fiduciary and related assets | $454,383,000 | 304 |
| Managed Assets ($) | $442,015,000 | 272 |
| Non-managed Assets ($) | $12,368,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,714,000 | 286 |
| 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 | $371,000 | 306 |
| Number of Managed Accounts | $358,000 | 281 |
| Number of Non-Managed Accounts | $13,000 | 305 |
| Total fiduciary and related assets | $502,934,000 | 279 |
| Managed Assets ($) | $487,689,000 | 255 |
| Non-managed Assets ($) | $15,245,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 302 |
| 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 | $373,000 | 393 |
| Number of Managed Accounts | $360,000 | 349 |
| Number of Non-Managed Accounts | $13,000 | 602 |
| Total fiduciary and related assets | $518,756,000 | 310 |
| Managed Assets ($) | $503,352,000 | 274 |
| Non-managed Assets ($) | $15,404,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 298 |
| 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 | $374,000 | 304 |
| Number of Managed Accounts | $361,000 | 282 |
| Number of Non-Managed Accounts | $13,000 | 297 |
| Total fiduciary and related assets | $498,966,000 | 280 |
| Managed Assets ($) | $479,689,000 | 256 |
| Non-managed Assets ($) | $19,277,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 306 |
| 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 | $375,000 | 346 |
| Number of Managed Accounts | $360,000 | 320 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $486,985,000 | 305 |
| Managed Assets ($) | $475,284,000 | 273 |
| Non-managed Assets ($) | $11,701,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,438,000 | 306 |
| 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 | $389,000 | 305 |
| Number of Managed Accounts | $372,000 | 281 |
| Number of Non-Managed Accounts | $17,000 | 292 |
| Total fiduciary and related assets | $476,785,000 | 282 |
| Managed Assets ($) | $464,932,000 | 258 |
| Non-managed Assets ($) | $11,853,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $585,000 | 335 |
| 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 | $399,000 | 379 |
| Number of Managed Accounts | $381,000 | 330 |
| Number of Non-Managed Accounts | $18,000 | 572 |
| Total fiduciary and related assets | $472,864,000 | 306 |
| Managed Assets ($) | $457,562,000 | 275 |
| Non-managed Assets ($) | $15,302,000 | 476 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,738,000 | 298 |
| 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 | $403,000 | 298 |
| Number of Managed Accounts | $386,000 | 273 |
| Number of Non-Managed Accounts | $17,000 | 293 |
| Total fiduciary and related assets | $460,016,000 | 276 |
| Managed Assets ($) | $446,322,000 | 252 |
| Non-managed Assets ($) | $13,694,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,791,000 | 311 |
| 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 | $403,000 | 334 |
| Number of Managed Accounts | $385,000 | 307 |
| Number of Non-Managed Accounts | $18,000 | 329 |
| Total fiduciary and related assets | $464,788,000 | 297 |
| Managed Assets ($) | $451,779,000 | 263 |
| Non-managed Assets ($) | $13,009,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,176,000 | 317 |
| 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 | $394,000 | 301 |
| Number of Managed Accounts | $376,000 | 276 |
| Number of Non-Managed Accounts | $18,000 | 289 |
| Total fiduciary and related assets | $437,108,000 | 272 |
| Managed Assets ($) | $423,963,000 | 243 |
| Non-managed Assets ($) | $13,145,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 347 |
| 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 | $389,000 | 389 |
| Number of Managed Accounts | $371,000 | 334 |
| Number of Non-Managed Accounts | $18,000 | 579 |
| Total fiduciary and related assets | $458,182,000 | 299 |
| Managed Assets ($) | $448,257,000 | 269 |
| Non-managed Assets ($) | $9,925,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,648,000 | 299 |
| 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 | $393,000 | 300 |
| Number of Managed Accounts | $374,000 | 277 |
| Number of Non-Managed Accounts | $19,000 | 294 |
| Total fiduciary and related assets | $405,409,000 | 291 |
| Managed Assets ($) | $395,378,000 | 265 |
| Non-managed Assets ($) | $10,031,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,845,000 | 311 |
| 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 | $390,000 | 331 |
| Number of Managed Accounts | $371,000 | 303 |
| Number of Non-Managed Accounts | $19,000 | 320 |
| Total fiduciary and related assets | $386,504,000 | 319 |
| Managed Assets ($) | $376,630,000 | 282 |
| Non-managed Assets ($) | $9,874,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,333,000 | 300 |
| 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 | $395,000 | 334 |
| Number of Managed Accounts | $376,000 | 305 |
| Number of Non-Managed Accounts | $19,000 | 325 |
| Total fiduciary and related assets | $388,283,000 | 318 |
| Managed Assets ($) | $378,321,000 | 281 |
| Non-managed Assets ($) | $9,962,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $528,000 | 329 |
| 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 | $391,000 | 393 |
| Number of Managed Accounts | $372,000 | 335 |
| Number of Non-Managed Accounts | $19,000 | 586 |
| Total fiduciary and related assets | $362,502,000 | 322 |
| Managed Assets ($) | $352,484,000 | 281 |
| Non-managed Assets ($) | $10,018,000 | 544 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,303,000 | 318 |
| 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 | $397,000 | 330 |
| Number of Managed Accounts | $379,000 | 303 |
| Number of Non-Managed Accounts | $18,000 | 328 |
| Total fiduciary and related assets | $386,379,000 | 325 |
| Managed Assets ($) | $377,336,000 | 282 |
| Non-managed Assets ($) | $9,043,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,518,000 | 345 |
| 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 | $388,000 | 337 |
| Number of Managed Accounts | $369,000 | 308 |
| Number of Non-Managed Accounts | $19,000 | 329 |
| Total fiduciary and related assets | $379,631,000 | 325 |
| Managed Assets ($) | $370,745,000 | 282 |
| Non-managed Assets ($) | $8,886,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 330 |
| 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 | $387,000 | 343 |
| Number of Managed Accounts | $368,000 | 309 |
| Number of Non-Managed Accounts | $19,000 | 330 |
| Total fiduciary and related assets | $357,536,000 | 336 |
| Managed Assets ($) | $348,679,000 | 294 |
| Non-managed Assets ($) | $8,857,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 336 |
| 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 | $383,000 | 397 |
| Number of Managed Accounts | $364,000 | 340 |
| Number of Non-Managed Accounts | $19,000 | 596 |
| Total fiduciary and related assets | $355,171,000 | 339 |
| Managed Assets ($) | $346,425,000 | 296 |
| Non-managed Assets ($) | $8,746,000 | 583 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,439,000 | 306 |
| 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 | $379,000 | 336 |
| Number of Managed Accounts | $369,000 | 305 |
| Number of Non-Managed Accounts | $10,000 | 345 |
| Total fiduciary and related assets | $376,041,000 | 328 |
| Managed Assets ($) | $369,763,000 | 279 |
| Non-managed Assets ($) | $6,278,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,674,000 | 320 |
| 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 | $379,000 | 337 |
| Number of Managed Accounts | $369,000 | 303 |
| Number of Non-Managed Accounts | $10,000 | 349 |
| Total fiduciary and related assets | $363,719,000 | 326 |
| Managed Assets ($) | $357,420,000 | 280 |
| Non-managed Assets ($) | $6,299,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,147,000 | 314 |
| 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 | $383,000 | 339 |
| Number of Managed Accounts | $373,000 | 304 |
| Number of Non-Managed Accounts | $10,000 | 349 |
| Total fiduciary and related assets | $355,388,000 | 333 |
| Managed Assets ($) | $349,199,000 | 287 |
| Non-managed Assets ($) | $6,189,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 302 |
| 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 | $370,000 | 405 |
| Number of Managed Accounts | $358,000 | 337 |
| Number of Non-Managed Accounts | $12,000 | 696 |
| Total fiduciary and related assets | $337,990,000 | 335 |
| Managed Assets ($) | $331,343,000 | 290 |
| Non-managed Assets ($) | $6,647,000 | 632 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,219,000 | 313 |
| 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 | $370,000 | 344 |
| Number of Managed Accounts | $357,000 | 305 |
| Number of Non-Managed Accounts | $13,000 | 345 |
| Total fiduciary and related assets | $329,550,000 | 333 |
| Managed Assets ($) | $325,192,000 | 288 |
| Non-managed Assets ($) | $4,358,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 351 |
| 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 | $370,000 | 347 |
| Number of Managed Accounts | $357,000 | 304 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $324,489,000 | 337 |
| Managed Assets ($) | $319,864,000 | 293 |
| Non-managed Assets ($) | $4,625,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $943,000 | 344 |
| 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 | $374,000 | 343 |
| Number of Managed Accounts | $362,000 | 304 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $317,233,000 | 341 |
| Managed Assets ($) | $312,700,000 | 296 |
| Non-managed Assets ($) | $4,533,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 377 |
| 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 | $374,000 | 408 |
| Number of Managed Accounts | $362,000 | 335 |
| Number of Non-Managed Accounts | $12,000 | 732 |
| Total fiduciary and related assets | $318,257,000 | 341 |
| Managed Assets ($) | $312,901,000 | 295 |
| Non-managed Assets ($) | $5,356,000 | 667 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,053,000 | 328 |
| 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 | $380,000 | 341 |
| Number of Managed Accounts | $368,000 | 300 |
| Number of Non-Managed Accounts | $12,000 | 350 |
| Total fiduciary and related assets | $320,843,000 | 344 |
| Managed Assets ($) | $315,490,000 | 294 |
| Non-managed Assets ($) | $5,353,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,396,000 | 353 |
| 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 | $378,000 | 342 |
| Number of Managed Accounts | $366,000 | 305 |
| Number of Non-Managed Accounts | $12,000 | 355 |
| Total fiduciary and related assets | $326,647,000 | 346 |
| Managed Assets ($) | $321,271,000 | 295 |
| Non-managed Assets ($) | $5,376,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 339 |
| 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 | $381,000 | 344 |
| Number of Managed Accounts | $369,000 | 307 |
| Number of Non-Managed Accounts | $12,000 | 357 |
| Total fiduciary and related assets | $332,787,000 | 343 |
| Managed Assets ($) | $329,682,000 | 292 |
| Non-managed Assets ($) | $3,105,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000 | 374 |
| 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 | $379,000 | 416 |
| Number of Managed Accounts | $367,000 | 342 |
| Number of Non-Managed Accounts | $12,000 | 777 |
| Total fiduciary and related assets | $321,221,000 | 353 |
| Managed Assets ($) | $318,000,000 | 299 |
| Non-managed Assets ($) | $3,221,000 | 750 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 358 |
| 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 | $387,000 | 343 |
| Number of Managed Accounts | $374,000 | 300 |
| Number of Non-Managed Accounts | $13,000 | 352 |
| Total fiduciary and related assets | $306,609,000 | 351 |
| Managed Assets ($) | $302,639,000 | 302 |
| Non-managed Assets ($) | $3,970,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,240,000 | 367 |
| 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 | $388,000 | 343 |
| Number of Managed Accounts | $375,000 | 300 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $314,202,000 | 350 |
| Managed Assets ($) | $310,257,000 | 297 |
| Non-managed Assets ($) | $3,945,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $871,000 | 360 |
| 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 | $384,000 | 348 |
| Number of Managed Accounts | $368,000 | 309 |
| Number of Non-Managed Accounts | $16,000 | 347 |
| Total fiduciary and related assets | $280,465,000 | 367 |
| Managed Assets ($) | $275,673,000 | 308 |
| Non-managed Assets ($) | $4,792,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 460 |
| 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 | $378,000 | 426 |
| Number of Managed Accounts | $360,000 | 349 |
| Number of Non-Managed Accounts | $18,000 | 708 |
| Total fiduciary and related assets | $277,252,000 | 368 |
| Managed Assets ($) | $272,383,000 | 307 |
| Non-managed Assets ($) | $4,869,000 | 726 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 416 |
| 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 | $379,000 | 334 |
| Number of Managed Accounts | $360,000 | 299 |
| Number of Non-Managed Accounts | $19,000 | 326 |
| Total fiduciary and related assets | $263,091,000 | 361 |
| Managed Assets ($) | $258,255,000 | 302 |
| Non-managed Assets ($) | $4,836,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 442 |
| 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 | $363,000 | 336 |
| Number of Managed Accounts | $344,000 | 302 |
| Number of Non-Managed Accounts | $19,000 | 327 |
| Total fiduciary and related assets | $253,229,000 | 363 |
| Managed Assets ($) | $248,438,000 | 301 |
| Non-managed Assets ($) | $4,791,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 437 |
| 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 | $359,000 | 342 |
| Number of Managed Accounts | $340,000 | 308 |
| Number of Non-Managed Accounts | $19,000 | 329 |
| Total fiduciary and related assets | $243,217,000 | 366 |
| Managed Assets ($) | $238,504,000 | 304 |
| Non-managed Assets ($) | $4,713,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $235,000 | 479 |
| 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 | $366,000 | 432 |
| Number of Managed Accounts | $347,000 | 354 |
| Number of Non-Managed Accounts | $19,000 | 710 |
| Total fiduciary and related assets | $232,646,000 | 382 |
| Managed Assets ($) | $227,956,000 | 315 |
| Non-managed Assets ($) | $4,690,000 | 729 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 407 |
| 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 | $368,000 | 331 |
| Number of Managed Accounts | $349,000 | 298 |
| Number of Non-Managed Accounts | $19,000 | 314 |
| Total fiduciary and related assets | $227,614,000 | 356 |
| Managed Assets ($) | $222,824,000 | 302 |
| Non-managed Assets ($) | $4,790,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $762,000 | 449 |
| 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 | $379,000 | 328 |
| Number of Managed Accounts | $360,000 | 292 |
| Number of Non-Managed Accounts | $19,000 | 315 |
| Total fiduciary and related assets | $226,044,000 | 353 |
| Managed Assets ($) | $221,200,000 | 301 |
| Non-managed Assets ($) | $4,844,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 458 |
| 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 | $377,000 | 326 |
| Number of Managed Accounts | $357,000 | 293 |
| Number of Non-Managed Accounts | $20,000 | 308 |
| Total fiduciary and related assets | $206,258,000 | 357 |
| Managed Assets ($) | $200,418,000 | 313 |
| Non-managed Assets ($) | $5,840,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 482 |
| 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 | $377,000 | 427 |
| Number of Managed Accounts | $356,000 | 350 |
| Number of Non-Managed Accounts | $21,000 | 707 |
| Total fiduciary and related assets | $204,515,000 | 390 |
| Managed Assets ($) | $198,677,000 | 321 |
| Non-managed Assets ($) | $5,838,000 | 691 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 359 |
| 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 | $379,000 | 328 |
| Number of Managed Accounts | $360,000 | 291 |
| Number of Non-Managed Accounts | $19,000 | 328 |
| Total fiduciary and related assets | $199,136,000 | 352 |
| Managed Assets ($) | $194,402,000 | 305 |
| Non-managed Assets ($) | $4,734,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 381 |
| 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 | $398,000 | 328 |
| Number of Managed Accounts | $377,000 | 288 |
| Number of Non-Managed Accounts | $21,000 | 325 |
| Total fiduciary and related assets | $219,178,000 | 356 |
| Managed Assets ($) | $213,765,000 | 310 |
| Non-managed Assets ($) | $5,413,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 386 |
| 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 | $439,000 | 320 |
| Number of Managed Accounts | $419,000 | 276 |
| Number of Non-Managed Accounts | $20,000 | 328 |
| Total fiduciary and related assets | $226,165,000 | 360 |
| Managed Assets ($) | $220,505,000 | 310 |
| Non-managed Assets ($) | $5,660,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 399 |
| 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 | $468,000 | 380 |
| Number of Managed Accounts | $447,000 | 305 |
| Number of Non-Managed Accounts | $21,000 | 733 |
| Total fiduciary and related assets | $224,452,000 | 376 |
| Managed Assets ($) | $218,605,000 | 317 |
| Non-managed Assets ($) | $5,847,000 | 716 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,072,000 | 383 |
| 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 | $477,000 | 300 |
| Number of Managed Accounts | $453,000 | 255 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $218,468,000 | 343 |
| Managed Assets ($) | $212,542,000 | 292 |
| Non-managed Assets ($) | $5,926,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 417 |
| 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 | $469,000 | 304 |
| Number of Managed Accounts | $446,000 | 261 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $193,892,000 | 346 |
| Managed Assets ($) | $188,217,000 | 301 |
| Non-managed Assets ($) | $5,675,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 420 |
| 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 | $488,000 | 306 |
| Number of Managed Accounts | $464,000 | 255 |
| Number of Non-Managed Accounts | $24,000 | 317 |
| Total fiduciary and related assets | $201,556,000 | 356 |
| Managed Assets ($) | $195,682,000 | 303 |
| Non-managed Assets ($) | $5,874,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 425 |
| 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 | $502,000 | 375 |
| Number of Managed Accounts | $479,000 | 288 |
| Number of Non-Managed Accounts | $23,000 | 734 |
| Total fiduciary and related assets | $190,772,000 | 406 |
| Managed Assets ($) | $184,841,000 | 334 |
| Non-managed Assets ($) | $5,931,000 | 717 |
| Memoranda | ||
| Gross Fiduciary activities income | $931,000 | 399 |
| 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 | $503,000 | 303 |
| Number of Managed Accounts | $485,000 | 250 |
| Number of Non-Managed Accounts | $18,000 | 321 |
| Total fiduciary and related assets | $194,149,000 | 342 |
| Managed Assets ($) | $190,129,000 | 299 |
| Non-managed Assets ($) | $4,020,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 432 |
| 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 | $513,000 | 303 |
| Number of Managed Accounts | $494,000 | 251 |
| Number of Non-Managed Accounts | $19,000 | 323 |
| Total fiduciary and related assets | $183,789,000 | 347 |
| Managed Assets ($) | $179,825,000 | 307 |
| Non-managed Assets ($) | $3,964,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 445 |
| 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 | $517,000 | 301 |
| Number of Managed Accounts | $497,000 | 253 |
| Number of Non-Managed Accounts | $20,000 | 318 |
| Total fiduciary and related assets | $172,342,000 | 349 |
| Managed Assets ($) | $168,454,000 | 309 |
| Non-managed Assets ($) | $3,888,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,000 | 482 |
| 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 | $510,000 | 375 |
| Number of Managed Accounts | $490,000 | 286 |
| Number of Non-Managed Accounts | $20,000 | 765 |
| Total fiduciary and related assets | $173,535,000 | 418 |
| Managed Assets ($) | $169,626,000 | 348 |
| Non-managed Assets ($) | $3,909,000 | 760 |
| Memoranda | ||
| Gross Fiduciary activities income | $901,000 | 432 |
| 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 | $511,000 | 312 |
| Number of Managed Accounts | $491,000 | 258 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $178,701,000 | 375 |
| Managed Assets ($) | $174,546,000 | 331 |
| Non-managed Assets ($) | $4,155,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $562,000 | 482 |
| 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 | $514,000 | 316 |
| Number of Managed Accounts | $492,000 | 260 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $182,313,000 | 381 |
| Managed Assets ($) | $178,475,000 | 338 |
| Non-managed Assets ($) | $3,838,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $372,000 | 492 |
| 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 | $511,000 | 318 |
| Number of Managed Accounts | $489,000 | 265 |
| Number of Non-Managed Accounts | $22,000 | 337 |
| Total fiduciary and related assets | $180,940,000 | 391 |
| Managed Assets ($) | $177,187,000 | 347 |
| Non-managed Assets ($) | $3,753,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,000 | 510 |
| 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 | $505,000 | 381 |
| Number of Managed Accounts | $483,000 | 287 |
| Number of Non-Managed Accounts | $22,000 | 744 |
| Total fiduciary and related assets | $184,358,000 | 452 |
| Managed Assets ($) | $180,526,000 | 384 |
| Non-managed Assets ($) | $3,832,000 | 810 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 443 |
| 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 | $479,000 | 310 |
| Number of Managed Accounts | $455,000 | 262 |
| Number of Non-Managed Accounts | $24,000 | 322 |
| Total fiduciary and related assets | $181,129,000 | 374 |
| Managed Assets ($) | $177,302,000 | 337 |
| Non-managed Assets ($) | $3,827,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 493 |
| 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 | $466,000 | 317 |
| Number of Managed Accounts | $440,000 | 272 |
| Number of Non-Managed Accounts | $26,000 | 331 |
| Total fiduciary and related assets | $176,104,000 | 383 |
| Managed Assets ($) | $171,701,000 | 344 |
| Non-managed Assets ($) | $4,403,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $371,000 | 504 |
| 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 | $464,000 | 317 |
| Number of Managed Accounts | $436,000 | 272 |
| Number of Non-Managed Accounts | $28,000 | 326 |
| Total fiduciary and related assets | $177,029,000 | 383 |
| Managed Assets ($) | $170,849,000 | 345 |
| Non-managed Assets ($) | $6,180,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 550 |
| 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 | $448,000 | 400 |
| Number of Managed Accounts | $420,000 | 310 |
| Number of Non-Managed Accounts | $28,000 | 708 |
| Total fiduciary and related assets | $172,194,000 | 462 |
| Managed Assets ($) | $166,963,000 | 385 |
| Non-managed Assets ($) | $5,231,000 | 768 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 460 |
| 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 | $501,000 | 513 |
| 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 | $334,000 | 518 |
| 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 | $147,000 | 563 |
| 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 | $416,000 | 433 |
| Number of Managed Accounts | $392,000 | 345 |
| Number of Non-Managed Accounts | $24,000 | 779 |
| Total fiduciary and related assets | $153,487,000 | 481 |
| Managed Assets ($) | $150,156,000 | 397 |
| Non-managed Assets ($) | $3,331,000 | 855 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 467 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 520 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 529 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $157,000 | 526 |
| 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 | $384,000 | 455 |
| Number of Managed Accounts | $351,000 | 360 |
| Number of Non-Managed Accounts | $33,000 | 704 |
| Total fiduciary and related assets | $143,932,000 | 479 |
| Managed Assets ($) | $139,421,000 | 400 |
| Non-managed Assets ($) | $4,511,000 | 809 |
| Memoranda | ||
| Gross Fiduciary activities income | $664,000 | 472 |
| 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 | $421,000 | 532 |
| 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 | $282,000 | 534 |
| 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 | $137,000 | 547 |
| 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 | $358,000 | 492 |
| Number of Managed Accounts | $339,000 | 379 |
| Number of Non-Managed Accounts | $19,000 | 862 |
| Total fiduciary and related assets | $126,537,000 | 498 |
| Managed Assets ($) | $123,682,000 | 418 |
| Non-managed Assets ($) | $2,855,000 | 914 |
| Memoranda | ||
| Gross Fiduciary activities income | $562,000 | 524 |
| 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 | $340,000 | 596 |
| 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 | $127,000 | 739 |
| 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 | $113,000 | 604 |
| 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 | $349,000 | 520 |
| Number of Managed Accounts | $323,000 | 409 |
| Number of Non-Managed Accounts | $26,000 | 802 |
| Total fiduciary and related assets | $109,453,000 | 540 |
| Managed Assets ($) | $105,669,000 | 461 |
| Non-managed Assets ($) | $3,784,000 | 868 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 539 |
| 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 | $357,000 | 487 |
| Number of Managed Accounts | $334,000 | 388 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $115,809,000 | 503 |
| Managed Assets ($) | $112,425,000 | 431 |
| Non-managed Assets ($) | $3,384,000 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 543 |
| 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 | $542,000 | 576 |
| 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 | $536,000 | 616 |
| 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 | $484,000 | 648 |
| 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 | $444,000 | 690 |
| 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 | $421,000 | 758 |
| 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 | $380,000 | 818 |
| 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 | $391,000 | 813 |
| 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 | $349,000 | 887 |
| 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 | $303,000 | 946 |