Home > The Citizens National Bank of Meridian > Fiduciary and Related Services
The Citizens National Bank of Meridian, 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 | $626,000 | 324 |
| Number of Managed Accounts | $558,000 | 298 |
| Number of Non-Managed Accounts | $68,000 | 319 |
| Total fiduciary and related assets | $780,952,000 | 285 |
| Managed Assets ($) | $689,238,000 | 255 |
| Non-managed Assets ($) | $91,714,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,056,000 | 333 |
| 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 | $602,000 | 283 |
| Number of Managed Accounts | $535,000 | 260 |
| Number of Non-Managed Accounts | $67,000 | 226 |
| Total fiduciary and related assets | $762,691,000 | 266 |
| Managed Assets ($) | $645,227,000 | 247 |
| Non-managed Assets ($) | $117,464,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 336 |
| 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 | $592,000 | 319 |
| Number of Managed Accounts | $527,000 | 295 |
| Number of Non-Managed Accounts | $65,000 | 255 |
| Total fiduciary and related assets | $773,859,000 | 274 |
| Managed Assets ($) | $679,979,000 | 251 |
| Non-managed Assets ($) | $93,880,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 332 |
| 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 | $588,000 | 295 |
| Number of Managed Accounts | $524,000 | 271 |
| Number of Non-Managed Accounts | $64,000 | 239 |
| Total fiduciary and related assets | $745,931,000 | 271 |
| Managed Assets ($) | $655,709,000 | 253 |
| Non-managed Assets ($) | $90,222,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 349 |
| 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 | $581,000 | 346 |
| Number of Managed Accounts | $519,000 | 315 |
| Number of Non-Managed Accounts | $62,000 | 350 |
| Total fiduciary and related assets | $729,611,000 | 286 |
| Managed Assets ($) | $638,528,000 | 263 |
| Non-managed Assets ($) | $91,083,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,789,000 | 352 |
| 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 | $568,000 | 305 |
| Number of Managed Accounts | $506,000 | 280 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $682,041,000 | 283 |
| Managed Assets ($) | $590,207,000 | 263 |
| Non-managed Assets ($) | $91,834,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,084,000 | 349 |
| 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 | $567,000 | 299 |
| Number of Managed Accounts | $511,000 | 279 |
| Number of Non-Managed Accounts | $56,000 | 252 |
| Total fiduciary and related assets | $712,211,000 | 250 |
| Managed Assets ($) | $618,843,000 | 232 |
| Non-managed Assets ($) | $93,368,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 314 |
| 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 | $564,000 | 271 |
| Number of Managed Accounts | $508,000 | 255 |
| Number of Non-Managed Accounts | $56,000 | 226 |
| Total fiduciary and related assets | $742,845,000 | 247 |
| Managed Assets ($) | $656,998,000 | 230 |
| Non-managed Assets ($) | $85,847,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 314 |
| 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 | $596,000 | 307 |
| Number of Managed Accounts | $502,000 | 290 |
| Number of Non-Managed Accounts | $94,000 | 253 |
| Total fiduciary and related assets | $743,214,000 | 261 |
| Managed Assets ($) | $653,879,000 | 246 |
| Non-managed Assets ($) | $89,335,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,464,000 | 334 |
| 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 | $569,000 | 268 |
| Number of Managed Accounts | $479,000 | 258 |
| Number of Non-Managed Accounts | $90,000 | 190 |
| Total fiduciary and related assets | $712,519,000 | 247 |
| Managed Assets ($) | $584,705,000 | 241 |
| Non-managed Assets ($) | $127,814,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 325 |
| 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 | $545,000 | 298 |
| Number of Managed Accounts | $470,000 | 285 |
| Number of Non-Managed Accounts | $75,000 | 221 |
| Total fiduciary and related assets | $724,802,000 | 255 |
| Managed Assets ($) | $588,739,000 | 250 |
| Non-managed Assets ($) | $136,063,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 331 |
| 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 | $541,000 | 275 |
| Number of Managed Accounts | $466,000 | 261 |
| Number of Non-Managed Accounts | $75,000 | 208 |
| Total fiduciary and related assets | $677,530,000 | 250 |
| Managed Assets ($) | $584,278,000 | 234 |
| Non-managed Assets ($) | $93,252,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 332 |
| 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 | $531,000 | 319 |
| Number of Managed Accounts | $459,000 | 297 |
| Number of Non-Managed Accounts | $72,000 | 307 |
| Total fiduciary and related assets | $623,740,000 | 269 |
| Managed Assets ($) | $536,249,000 | 252 |
| Non-managed Assets ($) | $87,491,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,068,000 | 343 |
| 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 | $502,000 | 278 |
| Number of Managed Accounts | $437,000 | 262 |
| Number of Non-Managed Accounts | $65,000 | 220 |
| Total fiduciary and related assets | $589,671,000 | 251 |
| Managed Assets ($) | $505,272,000 | 237 |
| Non-managed Assets ($) | $84,399,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 344 |
| 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 | $483,000 | 312 |
| Number of Managed Accounts | $417,000 | 292 |
| Number of Non-Managed Accounts | $66,000 | 233 |
| Total fiduciary and related assets | $616,563,000 | 260 |
| Managed Assets ($) | $537,611,000 | 245 |
| Non-managed Assets ($) | $78,952,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 351 |
| 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 | $475,000 | 284 |
| Number of Managed Accounts | $415,000 | 266 |
| Number of Non-Managed Accounts | $60,000 | 228 |
| Total fiduciary and related assets | $459,680,000 | 266 |
| Managed Assets ($) | $397,481,000 | 250 |
| Non-managed Assets ($) | $62,199,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 349 |
| 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 | $461,000 | 347 |
| Number of Managed Accounts | $400,000 | 316 |
| Number of Non-Managed Accounts | $61,000 | 356 |
| Total fiduciary and related assets | $521,305,000 | 283 |
| Managed Assets ($) | $455,738,000 | 266 |
| Non-managed Assets ($) | $65,567,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,827,000 | 365 |
| 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 | $404,000 | 298 |
| Number of Managed Accounts | $343,000 | 286 |
| Number of Non-Managed Accounts | $61,000 | 226 |
| Total fiduciary and related assets | $490,188,000 | 272 |
| Managed Assets ($) | $425,926,000 | 257 |
| Non-managed Assets ($) | $64,262,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,347,000 | 367 |
| 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 | $375,000 | 339 |
| Number of Managed Accounts | $322,000 | 323 |
| Number of Non-Managed Accounts | $53,000 | 258 |
| Total fiduciary and related assets | $480,144,000 | 288 |
| Managed Assets ($) | $416,438,000 | 270 |
| Non-managed Assets ($) | $63,706,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 371 |
| 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 | $352,000 | 345 |
| Number of Managed Accounts | $299,000 | 331 |
| Number of Non-Managed Accounts | $53,000 | 262 |
| Total fiduciary and related assets | $471,199,000 | 289 |
| Managed Assets ($) | $405,150,000 | 270 |
| Non-managed Assets ($) | $66,049,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 379 |
| 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 | $332,000 | 436 |
| Number of Managed Accounts | $280,000 | 399 |
| Number of Non-Managed Accounts | $52,000 | 402 |
| Total fiduciary and related assets | $425,235,000 | 298 |
| Managed Assets ($) | $363,751,000 | 276 |
| Non-managed Assets ($) | $61,484,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 380 |
| 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 | $327,000 | 350 |
| Number of Managed Accounts | $271,000 | 337 |
| Number of Non-Managed Accounts | $56,000 | 253 |
| Total fiduciary and related assets | $423,161,000 | 306 |
| Managed Assets ($) | $357,433,000 | 294 |
| Non-managed Assets ($) | $65,728,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 381 |
| 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 | $319,000 | 357 |
| Number of Managed Accounts | $275,000 | 341 |
| Number of Non-Managed Accounts | $44,000 | 278 |
| Total fiduciary and related assets | $414,904,000 | 309 |
| Managed Assets ($) | $345,209,000 | 296 |
| Non-managed Assets ($) | $69,695,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $808,000 | 386 |
| 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 | $299,000 | 362 |
| Number of Managed Accounts | $250,000 | 348 |
| Number of Non-Managed Accounts | $49,000 | 270 |
| Total fiduciary and related assets | $401,071,000 | 317 |
| Managed Assets ($) | $343,067,000 | 297 |
| Non-managed Assets ($) | $58,004,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 386 |
| 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 | $295,000 | 467 |
| Number of Managed Accounts | $245,000 | 431 |
| Number of Non-Managed Accounts | $50,000 | 421 |
| Total fiduciary and related assets | $401,349,000 | 320 |
| Managed Assets ($) | $343,891,000 | 297 |
| Non-managed Assets ($) | $57,458,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,499,000 | 393 |
| 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 | $291,000 | 362 |
| Number of Managed Accounts | $242,000 | 346 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $384,477,000 | 324 |
| Managed Assets ($) | $331,047,000 | 299 |
| Non-managed Assets ($) | $53,430,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 393 |
| 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 | $289,000 | 362 |
| Number of Managed Accounts | $239,000 | 348 |
| Number of Non-Managed Accounts | $50,000 | 263 |
| Total fiduciary and related assets | $375,651,000 | 322 |
| Managed Assets ($) | $324,258,000 | 296 |
| Non-managed Assets ($) | $51,393,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000 | 392 |
| 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 | $277,000 | 364 |
| Number of Managed Accounts | $224,000 | 353 |
| Number of Non-Managed Accounts | $53,000 | 262 |
| Total fiduciary and related assets | $369,131,000 | 325 |
| Managed Assets ($) | $318,622,000 | 296 |
| Non-managed Assets ($) | $50,509,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 388 |
| 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 | $267,000 | 490 |
| Number of Managed Accounts | $216,000 | 457 |
| Number of Non-Managed Accounts | $51,000 | 423 |
| Total fiduciary and related assets | $346,968,000 | 332 |
| Managed Assets ($) | $299,462,000 | 300 |
| Non-managed Assets ($) | $47,506,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,354,000 | 412 |
| 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 | $272,000 | 369 |
| Number of Managed Accounts | $218,000 | 352 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $341,753,000 | 330 |
| Managed Assets ($) | $293,045,000 | 303 |
| Non-managed Assets ($) | $48,708,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 410 |
| 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 | $273,000 | 369 |
| Number of Managed Accounts | $221,000 | 354 |
| Number of Non-Managed Accounts | $52,000 | 268 |
| Total fiduciary and related assets | $337,448,000 | 333 |
| Managed Assets ($) | $291,040,000 | 302 |
| Non-managed Assets ($) | $46,408,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 421 |
| 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 | $263,000 | 372 |
| Number of Managed Accounts | $211,000 | 356 |
| Number of Non-Managed Accounts | $52,000 | 265 |
| Total fiduciary and related assets | $324,426,000 | 338 |
| Managed Assets ($) | $281,569,000 | 306 |
| Non-managed Assets ($) | $42,857,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $316,000 | 423 |
| 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 | $263,000 | 494 |
| Number of Managed Accounts | $210,000 | 466 |
| Number of Non-Managed Accounts | $53,000 | 425 |
| Total fiduciary and related assets | $319,756,000 | 339 |
| Managed Assets ($) | $273,241,000 | 309 |
| Non-managed Assets ($) | $46,515,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,335,000 | 415 |
| 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 | $262,000 | 370 |
| Number of Managed Accounts | $213,000 | 353 |
| Number of Non-Managed Accounts | $49,000 | 273 |
| Total fiduciary and related assets | $309,244,000 | 347 |
| Managed Assets ($) | $264,087,000 | 311 |
| Non-managed Assets ($) | $45,157,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 410 |
| 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 | $257,000 | 373 |
| Number of Managed Accounts | $210,000 | 357 |
| Number of Non-Managed Accounts | $47,000 | 275 |
| Total fiduciary and related assets | $290,126,000 | 362 |
| Managed Assets ($) | $241,578,000 | 329 |
| Non-managed Assets ($) | $48,548,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 412 |
| 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 | $259,000 | 374 |
| Number of Managed Accounts | $211,000 | 355 |
| Number of Non-Managed Accounts | $48,000 | 276 |
| Total fiduciary and related assets | $292,664,000 | 367 |
| Managed Assets ($) | $244,835,000 | 331 |
| Non-managed Assets ($) | $47,829,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 399 |
| 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 | $261,000 | 510 |
| Number of Managed Accounts | $211,000 | 470 |
| Number of Non-Managed Accounts | $50,000 | 461 |
| Total fiduciary and related assets | $295,551,000 | 364 |
| Managed Assets ($) | $247,658,000 | 332 |
| Non-managed Assets ($) | $47,893,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 423 |
| 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 | $257,000 | 377 |
| Number of Managed Accounts | $207,000 | 358 |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Total fiduciary and related assets | $288,946,000 | 362 |
| Managed Assets ($) | $240,206,000 | 330 |
| Non-managed Assets ($) | $48,740,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 437 |
| 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 | $262,000 | 377 |
| Number of Managed Accounts | $213,000 | 357 |
| Number of Non-Managed Accounts | $49,000 | 272 |
| Total fiduciary and related assets | $282,962,000 | 368 |
| Managed Assets ($) | $236,547,000 | 330 |
| Non-managed Assets ($) | $46,415,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 435 |
| 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 | $257,000 | 380 |
| Number of Managed Accounts | $208,000 | 359 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $272,060,000 | 373 |
| Managed Assets ($) | $226,551,000 | 338 |
| Non-managed Assets ($) | $45,509,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 449 |
| 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 | $255,000 | 516 |
| Number of Managed Accounts | $205,000 | 469 |
| Number of Non-Managed Accounts | $50,000 | 467 |
| Total fiduciary and related assets | $266,571,000 | 375 |
| Managed Assets ($) | $222,671,000 | 344 |
| Non-managed Assets ($) | $43,900,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 441 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $809,000 | 444 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 451 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000 | 457 |
| 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 | $234,000 | 545 |
| Number of Managed Accounts | $186,000 | 500 |
| Number of Non-Managed Accounts | $48,000 | 489 |
| Total fiduciary and related assets | $217,148,000 | 392 |
| Managed Assets ($) | $176,601,000 | 363 |
| Non-managed Assets ($) | $40,547,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $948,000 | 465 |
| 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 | $685,000 | 467 |
| 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 | $447,000 | 472 |
| 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 | $223,000 | 478 |
| 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 | $205,000 | 591 |
| Number of Managed Accounts | $166,000 | 530 |
| Number of Non-Managed Accounts | $39,000 | 541 |
| Total fiduciary and related assets | $190,735,000 | 404 |
| Managed Assets ($) | $158,680,000 | 362 |
| Non-managed Assets ($) | $32,055,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 422 |
| 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 | $699,000 | 408 |
| 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 | $475,000 | 411 |
| 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 | $207,000 | 444 |
| 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 | $207,000 | 604 |
| Number of Managed Accounts | $166,000 | 548 |
| Number of Non-Managed Accounts | $41,000 | 563 |
| Total fiduciary and related assets | $172,059,000 | 440 |
| Managed Assets ($) | $138,900,000 | 401 |
| Non-managed Assets ($) | $33,159,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 461 |
| 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 | $578,000 | 452 |
| 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 | $388,000 | 457 |
| 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 | $174,000 | 490 |
| 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 | $193,000 | 655 |
| Number of Managed Accounts | $157,000 | 563 |
| Number of Non-Managed Accounts | $36,000 | 604 |
| Total fiduciary and related assets | $144,023,000 | 476 |
| Managed Assets ($) | $120,653,000 | 427 |
| Non-managed Assets ($) | $23,370,000 | 466 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 477 |
| 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 | $507,000 | 474 |
| 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 | $339,000 | 477 |
| 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 | $169,000 | 477 |
| 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 | $189,000 | 674 |
| Number of Managed Accounts | $152,000 | 594 |
| Number of Non-Managed Accounts | $37,000 | 604 |
| Total fiduciary and related assets | $135,927,000 | 478 |
| Managed Assets ($) | $115,632,000 | 430 |
| Non-managed Assets ($) | $20,295,000 | 473 |
| Memoranda | ||
| Gross Fiduciary activities income | $793,000 | 461 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 472 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 482 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,000 | 505 |
| 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 | $185,000 | 694 |
| Number of Managed Accounts | $145,000 | 611 |
| Number of Non-Managed Accounts | $40,000 | 603 |
| Total fiduciary and related assets | $171,884,000 | 470 |
| Managed Assets ($) | $155,304,000 | 403 |
| Non-managed Assets ($) | $16,580,000 | 542 |
| Memoranda | ||
| Gross Fiduciary activities income | $673,000 | 524 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 530 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 545 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,000 | 560 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $179,000 | 706 |
| Number of Managed Accounts | $137,000 | 632 |
| Number of Non-Managed Accounts | $42,000 | 600 |
| Total fiduciary and related assets | $111,218,000 | 569 |
| Managed Assets ($) | $101,776,000 | 490 |
| Non-managed Assets ($) | $9,442,000 | 664 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 553 |
| 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 | $400,000 | 569 |
| 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 | $273,000 | 574 |
| 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 | $131,000 | 591 |
| 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 | $182,000 | 712 |
| Number of Managed Accounts | $144,000 | 644 |
| Number of Non-Managed Accounts | $38,000 | 645 |
| Total fiduciary and related assets | $91,638,000 | 616 |
| Managed Assets ($) | $85,730,000 | 533 |
| Non-managed Assets ($) | $5,908,000 | 745 |
| Memoranda | ||
| Gross Fiduciary activities income | $604,000 | 533 |
| 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 | $461,000 | 524 |
| 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 | $303,000 | 533 |
| 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 | $131,000 | 584 |
| 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 | $174,000 | 729 |
| Number of Managed Accounts | $138,000 | 658 |
| Number of Non-Managed Accounts | $36,000 | 682 |
| Total fiduciary and related assets | $91,336,000 | 614 |
| Managed Assets ($) | $85,903,000 | 525 |
| Non-managed Assets ($) | $5,433,000 | 768 |
| Memoranda | ||
| Gross Fiduciary activities income | $561,000 | 531 |
| 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 | $408,000 | 544 |
| 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 | $273,000 | 540 |
| 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 | $122,000 | 587 |
| 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 | $174,000 | 755 |
| Number of Managed Accounts | $143,000 | 649 |
| Number of Non-Managed Accounts | $31,000 | 745 |
| Total fiduciary and related assets | $78,225,000 | 647 |
| Managed Assets ($) | $72,434,000 | 549 |
| Non-managed Assets ($) | $5,791,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 545 |
| 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 | $317,000 | 621 |
| 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 | $212,000 | 623 |
| 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 | $116,000 | 600 |
| 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 | $139,000 | 836 |
| Number of Managed Accounts | $116,000 | 722 |
| Number of Non-Managed Accounts | $23,000 | 830 |
| Total fiduciary and related assets | $78,875,000 | 633 |
| Managed Assets ($) | $74,769,000 | 539 |
| Non-managed Assets ($) | $4,106,000 | 850 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 533 |
| 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 | $128,000 | 821 |
| Number of Managed Accounts | $89,000 | 782 |
| Number of Non-Managed Accounts | $39,000 | 658 |
| Total fiduciary and related assets | $125,609,000 | 481 |
| Managed Assets ($) | $103,308,000 | 444 |
| Non-managed Assets ($) | $22,301,000 | 476 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 605 |
| 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 | $632,000 | 530 |
| 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 | $469,000 | 658 |
| 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 | $432,000 | 682 |
| 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 | $397,000 | 736 |
| 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 | $386,000 | 781 |
| 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 | $339,000 | 852 |
| 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 | $300,000 | 900 |
| 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 | $330,000 | 909 |
| 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 | $335,000 | 904 |