Home > Springs Valley Bank & Trust Company > Fiduciary and Related Services
Springs Valley 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 | $1,235,000 | 209 |
| Number of Managed Accounts | $1,153,000 | 179 |
| Number of Non-Managed Accounts | $82,000 | 290 |
| Total fiduciary and related assets | $721,707,000 | 294 |
| Managed Assets ($) | $688,880,000 | 256 |
| Non-managed Assets ($) | $32,827,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,492,000 | 274 |
| 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 | $1,234,000 | 200 |
| Number of Managed Accounts | $1,152,000 | 172 |
| Number of Non-Managed Accounts | $82,000 | 211 |
| Total fiduciary and related assets | $678,435,000 | 277 |
| Managed Assets ($) | $648,633,000 | 246 |
| Non-managed Assets ($) | $29,802,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,324,000 | 277 |
| 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 | $1,230,000 | 200 |
| Number of Managed Accounts | $1,148,000 | 171 |
| Number of Non-Managed Accounts | $82,000 | 234 |
| Total fiduciary and related assets | $725,719,000 | 281 |
| Managed Assets ($) | $694,560,000 | 248 |
| Non-managed Assets ($) | $31,159,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 275 |
| 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 | $1,207,000 | 208 |
| Number of Managed Accounts | $1,127,000 | 182 |
| Number of Non-Managed Accounts | $80,000 | 217 |
| Total fiduciary and related assets | $664,659,000 | 281 |
| Managed Assets ($) | $633,811,000 | 258 |
| Non-managed Assets ($) | $30,848,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,079,000 | 288 |
| 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 | $1,191,000 | 219 |
| Number of Managed Accounts | $1,112,000 | 192 |
| Number of Non-Managed Accounts | $79,000 | 299 |
| Total fiduciary and related assets | $622,841,000 | 306 |
| Managed Assets ($) | $593,084,000 | 274 |
| Non-managed Assets ($) | $29,757,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,104,000 | 299 |
| 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 | $1,173,000 | 220 |
| Number of Managed Accounts | $1,095,000 | 191 |
| Number of Non-Managed Accounts | $78,000 | 220 |
| Total fiduciary and related assets | $574,817,000 | 298 |
| Managed Assets ($) | $547,269,000 | 270 |
| Non-managed Assets ($) | $27,548,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,091,000 | 292 |
| 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 | $1,165,000 | 200 |
| Number of Managed Accounts | $1,087,000 | 175 |
| Number of Non-Managed Accounts | $78,000 | 213 |
| Total fiduciary and related assets | $594,609,000 | 273 |
| Managed Assets ($) | $573,154,000 | 242 |
| Non-managed Assets ($) | $21,455,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,105,000 | 258 |
| 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 | $1,155,000 | 200 |
| Number of Managed Accounts | $1,074,000 | 176 |
| Number of Non-Managed Accounts | $81,000 | 192 |
| Total fiduciary and related assets | $620,463,000 | 263 |
| Managed Assets ($) | $596,159,000 | 240 |
| Non-managed Assets ($) | $24,304,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,076,000 | 257 |
| 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 | $1,109,000 | 209 |
| Number of Managed Accounts | $1,036,000 | 186 |
| Number of Non-Managed Accounts | $73,000 | 293 |
| Total fiduciary and related assets | $633,772,000 | 287 |
| Managed Assets ($) | $610,062,000 | 254 |
| Non-managed Assets ($) | $23,710,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,072,000 | 257 |
| 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 | $1,094,000 | 206 |
| Number of Managed Accounts | $1,017,000 | 183 |
| Number of Non-Managed Accounts | $77,000 | 202 |
| Total fiduciary and related assets | $612,032,000 | 264 |
| Managed Assets ($) | $588,231,000 | 240 |
| Non-managed Assets ($) | $23,801,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,995,000 | 259 |
| 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 | $1,083,000 | 211 |
| Number of Managed Accounts | $1,004,000 | 188 |
| Number of Non-Managed Accounts | $79,000 | 214 |
| Total fiduciary and related assets | $612,513,000 | 282 |
| Managed Assets ($) | $590,268,000 | 249 |
| Non-managed Assets ($) | $22,245,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 262 |
| 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 | $1,070,000 | 212 |
| Number of Managed Accounts | $993,000 | 186 |
| Number of Non-Managed Accounts | $77,000 | 205 |
| Total fiduciary and related assets | $595,911,000 | 262 |
| Managed Assets ($) | $574,998,000 | 238 |
| Non-managed Assets ($) | $20,913,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 268 |
| 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 | $1,040,000 | 223 |
| Number of Managed Accounts | $964,000 | 197 |
| Number of Non-Managed Accounts | $76,000 | 300 |
| Total fiduciary and related assets | $551,695,000 | 290 |
| Managed Assets ($) | $530,790,000 | 254 |
| Non-managed Assets ($) | $20,905,000 | 435 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,211,000 | 271 |
| 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 | $1,008,000 | 217 |
| Number of Managed Accounts | $934,000 | 193 |
| Number of Non-Managed Accounts | $74,000 | 211 |
| Total fiduciary and related assets | $488,371,000 | 270 |
| Managed Assets ($) | $469,549,000 | 245 |
| Non-managed Assets ($) | $18,822,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,333,000 | 270 |
| 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 | $974,000 | 227 |
| Number of Managed Accounts | $900,000 | 202 |
| Number of Non-Managed Accounts | $74,000 | 226 |
| Total fiduciary and related assets | $466,222,000 | 296 |
| Managed Assets ($) | $448,025,000 | 264 |
| Non-managed Assets ($) | $18,197,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,476,000 | 287 |
| 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 | $956,000 | 218 |
| Number of Managed Accounts | $882,000 | 195 |
| Number of Non-Managed Accounts | $74,000 | 212 |
| Total fiduciary and related assets | $428,563,000 | 275 |
| Managed Assets ($) | $412,199,000 | 247 |
| Non-managed Assets ($) | $16,364,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $784,000 | 275 |
| 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 | $939,000 | 236 |
| Number of Managed Accounts | $869,000 | 209 |
| Number of Non-Managed Accounts | $70,000 | 326 |
| Total fiduciary and related assets | $525,590,000 | 282 |
| Managed Assets ($) | $506,151,000 | 247 |
| Non-managed Assets ($) | $19,439,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,915,000 | 284 |
| 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 | $933,000 | 221 |
| Number of Managed Accounts | $861,000 | 202 |
| Number of Non-Managed Accounts | $72,000 | 211 |
| Total fiduciary and related assets | $489,652,000 | 273 |
| Managed Assets ($) | $471,102,000 | 242 |
| Non-managed Assets ($) | $18,550,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,142,000 | 286 |
| 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 | $916,000 | 228 |
| Number of Managed Accounts | $843,000 | 208 |
| Number of Non-Managed Accounts | $73,000 | 221 |
| Total fiduciary and related assets | $484,051,000 | 287 |
| Managed Assets ($) | $472,372,000 | 248 |
| Non-managed Assets ($) | $11,679,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,370,000 | 294 |
| 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 | $891,000 | 234 |
| Number of Managed Accounts | $817,000 | 212 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $464,544,000 | 291 |
| Managed Assets ($) | $452,868,000 | 248 |
| Non-managed Assets ($) | $11,676,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 296 |
| 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 | $875,000 | 244 |
| Number of Managed Accounts | $801,000 | 213 |
| Number of Non-Managed Accounts | $74,000 | 312 |
| Total fiduciary and related assets | $444,812,000 | 296 |
| Managed Assets ($) | $432,790,000 | 250 |
| Non-managed Assets ($) | $12,022,000 | 515 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,691,000 | 296 |
| 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 | $839,000 | 237 |
| Number of Managed Accounts | $765,000 | 214 |
| Number of Non-Managed Accounts | $74,000 | 222 |
| Total fiduciary and related assets | $479,326,000 | 291 |
| Managed Assets ($) | $466,093,000 | 248 |
| Non-managed Assets ($) | $13,233,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 294 |
| 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 | $828,000 | 243 |
| Number of Managed Accounts | $751,000 | 216 |
| Number of Non-Managed Accounts | $77,000 | 219 |
| Total fiduciary and related assets | $468,039,000 | 296 |
| Managed Assets ($) | $454,760,000 | 250 |
| Non-managed Assets ($) | $13,279,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 297 |
| 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 | $823,000 | 246 |
| Number of Managed Accounts | $742,000 | 217 |
| Number of Non-Managed Accounts | $81,000 | 217 |
| Total fiduciary and related assets | $454,732,000 | 297 |
| Managed Assets ($) | $435,512,000 | 258 |
| Non-managed Assets ($) | $19,220,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 294 |
| 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 | $813,000 | 262 |
| Number of Managed Accounts | $733,000 | 224 |
| Number of Non-Managed Accounts | $80,000 | 302 |
| Total fiduciary and related assets | $470,795,000 | 292 |
| Managed Assets ($) | $457,804,000 | 250 |
| Non-managed Assets ($) | $12,991,000 | 527 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,634,000 | 297 |
| 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 | $798,000 | 248 |
| Number of Managed Accounts | $721,000 | 226 |
| Number of Non-Managed Accounts | $77,000 | 217 |
| Total fiduciary and related assets | $473,160,000 | 293 |
| Managed Assets ($) | $460,569,000 | 249 |
| Non-managed Assets ($) | $12,591,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 293 |
| 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 | $798,000 | 251 |
| Number of Managed Accounts | $720,000 | 226 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $450,985,000 | 294 |
| Managed Assets ($) | $438,208,000 | 249 |
| Non-managed Assets ($) | $12,777,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 294 |
| 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 | $788,000 | 251 |
| Number of Managed Accounts | $706,000 | 228 |
| Number of Non-Managed Accounts | $82,000 | 208 |
| Total fiduciary and related assets | $451,553,000 | 294 |
| Managed Assets ($) | $438,408,000 | 252 |
| Non-managed Assets ($) | $13,145,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 295 |
| 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 | $774,000 | 261 |
| Number of Managed Accounts | $693,000 | 228 |
| Number of Non-Managed Accounts | $81,000 | 312 |
| Total fiduciary and related assets | $448,135,000 | 287 |
| Managed Assets ($) | $426,043,000 | 252 |
| Non-managed Assets ($) | $22,092,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,226,000 | 312 |
| 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 | $757,000 | 253 |
| Number of Managed Accounts | $676,000 | 228 |
| Number of Non-Managed Accounts | $81,000 | 216 |
| Total fiduciary and related assets | $392,434,000 | 306 |
| Managed Assets ($) | $371,067,000 | 265 |
| Non-managed Assets ($) | $21,367,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 317 |
| 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 | $827,000 | 242 |
| Number of Managed Accounts | $732,000 | 218 |
| Number of Non-Managed Accounts | $95,000 | 206 |
| Total fiduciary and related assets | $376,025,000 | 314 |
| Managed Assets ($) | $350,038,000 | 278 |
| Non-managed Assets ($) | $25,987,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,115,000 | 312 |
| 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 | $789,000 | 248 |
| Number of Managed Accounts | $694,000 | 225 |
| Number of Non-Managed Accounts | $95,000 | 205 |
| Total fiduciary and related assets | $368,837,000 | 312 |
| Managed Assets ($) | $344,167,000 | 278 |
| Non-managed Assets ($) | $24,670,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $554,000 | 312 |
| 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 | $764,000 | 266 |
| Number of Managed Accounts | $663,000 | 237 |
| Number of Non-Managed Accounts | $101,000 | 274 |
| Total fiduciary and related assets | $360,439,000 | 319 |
| Managed Assets ($) | $319,772,000 | 291 |
| Non-managed Assets ($) | $40,667,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,015,000 | 333 |
| 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 | $740,000 | 259 |
| Number of Managed Accounts | $647,000 | 238 |
| Number of Non-Managed Accounts | $93,000 | 205 |
| Total fiduciary and related assets | $350,464,000 | 323 |
| Managed Assets ($) | $321,538,000 | 289 |
| Non-managed Assets ($) | $28,926,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 337 |
| 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 | $723,000 | 263 |
| Number of Managed Accounts | $631,000 | 246 |
| Number of Non-Managed Accounts | $92,000 | 204 |
| Total fiduciary and related assets | $392,431,000 | 317 |
| Managed Assets ($) | $356,631,000 | 278 |
| Non-managed Assets ($) | $35,800,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $943,000 | 349 |
| 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 | $707,000 | 267 |
| Number of Managed Accounts | $614,000 | 248 |
| Number of Non-Managed Accounts | $93,000 | 202 |
| Total fiduciary and related assets | $387,874,000 | 316 |
| Managed Assets ($) | $348,665,000 | 283 |
| Non-managed Assets ($) | $39,209,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,000 | 344 |
| 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 | $694,000 | 287 |
| Number of Managed Accounts | $595,000 | 257 |
| Number of Non-Managed Accounts | $99,000 | 293 |
| Total fiduciary and related assets | $372,456,000 | 322 |
| Managed Assets ($) | $333,224,000 | 292 |
| Non-managed Assets ($) | $39,232,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 380 |
| 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 | $716,000 | 266 |
| Number of Managed Accounts | $565,000 | 255 |
| Number of Non-Managed Accounts | $151,000 | 168 |
| Total fiduciary and related assets | $348,230,000 | 332 |
| Managed Assets ($) | $276,523,000 | 311 |
| Non-managed Assets ($) | $71,707,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,153,000 | 387 |
| 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 | $703,000 | 267 |
| Number of Managed Accounts | $558,000 | 258 |
| Number of Non-Managed Accounts | $145,000 | 167 |
| Total fiduciary and related assets | $348,624,000 | 336 |
| Managed Assets ($) | $280,591,000 | 308 |
| Non-managed Assets ($) | $68,033,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 393 |
| 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 | $693,000 | 270 |
| Number of Managed Accounts | $558,000 | 259 |
| Number of Non-Managed Accounts | $135,000 | 174 |
| Total fiduciary and related assets | $341,631,000 | 332 |
| Managed Assets ($) | $282,481,000 | 306 |
| Non-managed Assets ($) | $59,150,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000 | 396 |
| 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 | $690,000 | 290 |
| Number of Managed Accounts | $558,000 | 269 |
| Number of Non-Managed Accounts | $132,000 | 256 |
| Total fiduciary and related assets | $318,378,000 | 341 |
| Managed Assets ($) | $264,440,000 | 311 |
| Non-managed Assets ($) | $53,938,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,199,000 | 415 |
| 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 | $670,000 | 268 |
| Number of Managed Accounts | $543,000 | 257 |
| Number of Non-Managed Accounts | $127,000 | 189 |
| Total fiduciary and related assets | $288,249,000 | 348 |
| Managed Assets ($) | $238,105,000 | 315 |
| Non-managed Assets ($) | $50,144,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 422 |
| 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 | $675,000 | 265 |
| Number of Managed Accounts | $543,000 | 256 |
| Number of Non-Managed Accounts | $132,000 | 184 |
| Total fiduciary and related assets | $272,137,000 | 357 |
| Managed Assets ($) | $225,785,000 | 314 |
| Non-managed Assets ($) | $46,352,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $499,000 | 461 |
| 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 | $654,000 | 274 |
| Number of Managed Accounts | $496,000 | 263 |
| Number of Non-Managed Accounts | $158,000 | 173 |
| Total fiduciary and related assets | $270,566,000 | 358 |
| Managed Assets ($) | $222,383,000 | 312 |
| Non-managed Assets ($) | $48,183,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 476 |
| 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 | $656,000 | 297 |
| Number of Managed Accounts | $490,000 | 284 |
| Number of Non-Managed Accounts | $166,000 | 236 |
| Total fiduciary and related assets | $282,587,000 | 346 |
| Managed Assets ($) | $230,969,000 | 312 |
| Non-managed Assets ($) | $51,618,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $884,000 | 480 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 485 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,000 | 486 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $165,000 | 555 |
| 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 | $611,000 | 312 |
| Number of Managed Accounts | $453,000 | 297 |
| Number of Non-Managed Accounts | $158,000 | 239 |
| Total fiduciary and related assets | $216,917,000 | 382 |
| Managed Assets ($) | $177,247,000 | 343 |
| Non-managed Assets ($) | $39,670,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $853,000 | 433 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $608,000 | 438 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $399,000 | 451 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $185,000 | 477 |
| 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 | $609,000 | 318 |
| Number of Managed Accounts | $442,000 | 309 |
| Number of Non-Managed Accounts | $167,000 | 247 |
| Total fiduciary and related assets | $224,996,000 | 373 |
| Managed Assets ($) | $178,441,000 | 355 |
| Non-managed Assets ($) | $46,555,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 433 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 443 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $436,000 | 428 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 452 |
| 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 | $592,000 | 331 |
| Number of Managed Accounts | $432,000 | 313 |
| Number of Non-Managed Accounts | $160,000 | 253 |
| Total fiduciary and related assets | $236,030,000 | 361 |
| Managed Assets ($) | $183,168,000 | 337 |
| Non-managed Assets ($) | $52,862,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 469 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 501 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,000 | 495 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $187,000 | 459 |
| 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 | $531,000 | 363 |
| Number of Managed Accounts | $383,000 | 342 |
| Number of Non-Managed Accounts | $148,000 | 273 |
| Total fiduciary and related assets | $245,465,000 | 336 |
| Managed Assets ($) | $164,471,000 | 353 |
| Non-managed Assets ($) | $80,994,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $853,000 | 447 |
| 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 | $512,000 | 311 |
| Number of Managed Accounts | $365,000 | 296 |
| Number of Non-Managed Accounts | $147,000 | 188 |
| Total fiduciary and related assets | $269,346,000 | 326 |
| Managed Assets ($) | $191,162,000 | 319 |
| Non-managed Assets ($) | $78,184,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 451 |
| 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 | $516,000 | 315 |
| Number of Managed Accounts | $367,000 | 298 |
| Number of Non-Managed Accounts | $149,000 | 191 |
| Total fiduciary and related assets | $253,015,000 | 349 |
| Managed Assets ($) | $177,096,000 | 339 |
| Non-managed Assets ($) | $75,919,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 455 |
| 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 | $505,000 | 320 |
| Number of Managed Accounts | $350,000 | 306 |
| Number of Non-Managed Accounts | $155,000 | 189 |
| Total fiduciary and related assets | $259,647,000 | 355 |
| Managed Assets ($) | $217,229,000 | 328 |
| Non-managed Assets ($) | $42,418,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 443 |
| 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 | $501,000 | 383 |
| Number of Managed Accounts | $340,000 | 368 |
| Number of Non-Managed Accounts | $161,000 | 268 |
| Total fiduciary and related assets | $289,258,000 | 337 |
| Managed Assets ($) | $242,584,000 | 317 |
| Non-managed Assets ($) | $46,674,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 449 |
| 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 | $515,000 | 302 |
| Number of Managed Accounts | $365,000 | 294 |
| Number of Non-Managed Accounts | $150,000 | 186 |
| Total fiduciary and related assets | $273,808,000 | 341 |
| Managed Assets ($) | $228,989,000 | 317 |
| Non-managed Assets ($) | $44,819,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 446 |
| 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 | $497,000 | 309 |
| Number of Managed Accounts | $333,000 | 303 |
| Number of Non-Managed Accounts | $164,000 | 185 |
| Total fiduciary and related assets | $271,899,000 | 354 |
| Managed Assets ($) | $223,554,000 | 324 |
| Non-managed Assets ($) | $48,345,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $448,000 | 448 |
| 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 | $487,000 | 311 |
| Number of Managed Accounts | $322,000 | 306 |
| Number of Non-Managed Accounts | $165,000 | 187 |
| Total fiduciary and related assets | $312,906,000 | 332 |
| Managed Assets ($) | $256,109,000 | 298 |
| Non-managed Assets ($) | $56,797,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 468 |
| 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 | $475,000 | 384 |
| Number of Managed Accounts | $313,000 | 377 |
| Number of Non-Managed Accounts | $162,000 | 270 |
| Total fiduciary and related assets | $349,823,000 | 310 |
| Managed Assets ($) | $287,240,000 | 281 |
| Non-managed Assets ($) | $62,583,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $828,000 | 461 |
| 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 | $588,000 | 470 |
| 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 | $393,000 | 477 |
| 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 | $195,000 | 480 |
| 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 | $442,000 | 417 |
| Number of Managed Accounts | $301,000 | 407 |
| Number of Non-Managed Accounts | $141,000 | 310 |
| Total fiduciary and related assets | $207,918,000 | 411 |
| Managed Assets ($) | $169,117,000 | 378 |
| Non-managed Assets ($) | $38,801,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 461 |
| 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 | $577,000 | 451 |
| 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 | $392,000 | 444 |
| 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 | $195,000 | 456 |
| 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 | $476,000 | 400 |
| Number of Managed Accounts | $330,000 | 379 |
| Number of Non-Managed Accounts | $146,000 | 315 |
| Total fiduciary and related assets | $223,169,000 | 389 |
| Managed Assets ($) | $196,270,000 | 335 |
| Non-managed Assets ($) | $26,899,000 | 446 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 436 |
| 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 | $563,000 | 441 |
| 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 | $375,000 | 442 |
| 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 | $188,000 | 447 |
| 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 | $494,000 | 407 |
| Number of Managed Accounts | $358,000 | 364 |
| Number of Non-Managed Accounts | $136,000 | 350 |
| Total fiduciary and related assets | $231,679,000 | 391 |
| Managed Assets ($) | $209,506,000 | 325 |
| Non-managed Assets ($) | $22,173,000 | 492 |
| Memoranda | ||
| Gross Fiduciary activities income | $732,000 | 448 |
| 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 | $438,000 | 522 |
| 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 | $250,000 | 567 |
| 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 | $484,000 | 417 |
| Number of Managed Accounts | $335,000 | 401 |
| Number of Non-Managed Accounts | $149,000 | 341 |
| Total fiduciary and related assets | $191,640,000 | 423 |
| Managed Assets ($) | $158,426,000 | 377 |
| Non-managed Assets ($) | $33,214,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $490,000 | 578 |
| 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 | $480,000 | 399 |
| Number of Managed Accounts | $327,000 | 395 |
| Number of Non-Managed Accounts | $153,000 | 327 |
| Total fiduciary and related assets | $174,208,000 | 419 |
| Managed Assets ($) | $151,140,000 | 371 |
| Non-managed Assets ($) | $23,068,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 583 |
| 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 | $750,000 | 485 |
| 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 | $714,000 | 540 |
| 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 | $819,000 | 509 |
| 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 | $804,000 | 532 |
| 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 | $748,000 | 599 |
| 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 | $680,000 | 649 |
| 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 | $625,000 | 667 |
| 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 | $631,000 | 677 |
| 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 | $550,000 | 728 |