Home > The Paducah Bank and Trust Company > Fiduciary and Related Services
The Paducah Bank and 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 | $241,000 | 504 |
| Number of Managed Accounts | $211,000 | 471 |
| Number of Non-Managed Accounts | $30,000 | 469 |
| Total fiduciary and related assets | $406,936,000 | 374 |
| Managed Assets ($) | $310,228,000 | 369 |
| Non-managed Assets ($) | $96,708,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,588,000 | 436 |
| 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 | $247,000 | 343 |
| Number of Managed Accounts | $216,000 | 325 |
| Number of Non-Managed Accounts | $31,000 | 281 |
| Total fiduciary and related assets | $384,773,000 | 330 |
| Managed Assets ($) | $292,125,000 | 319 |
| Non-managed Assets ($) | $92,648,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 428 |
| 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 | $236,000 | 412 |
| Number of Managed Accounts | $206,000 | 388 |
| Number of Non-Managed Accounts | $30,000 | 331 |
| Total fiduciary and related assets | $390,654,000 | 369 |
| Managed Assets ($) | $295,175,000 | 366 |
| Non-managed Assets ($) | $95,479,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $791,000 | 424 |
| 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 | $237,000 | 354 |
| Number of Managed Accounts | $207,000 | 335 |
| Number of Non-Managed Accounts | $30,000 | 294 |
| Total fiduciary and related assets | $386,894,000 | 340 |
| Managed Assets ($) | $289,601,000 | 328 |
| Non-managed Assets ($) | $97,293,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 438 |
| 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 | $229,000 | 529 |
| Number of Managed Accounts | $218,000 | 476 |
| Number of Non-Managed Accounts | $11,000 | 636 |
| Total fiduciary and related assets | $362,088,000 | 393 |
| Managed Assets ($) | $281,767,000 | 382 |
| Non-managed Assets ($) | $80,321,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 476 |
| 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 | $232,000 | 368 |
| Number of Managed Accounts | $226,000 | 344 |
| Number of Non-Managed Accounts | $6,000 | 357 |
| Total fiduciary and related assets | $342,165,000 | 351 |
| Managed Assets ($) | $264,364,000 | 341 |
| Non-managed Assets ($) | $77,801,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 462 |
| 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 | $238,000 | 394 |
| Number of Managed Accounts | $231,000 | 367 |
| Number of Non-Managed Accounts | $7,000 | 376 |
| Total fiduciary and related assets | $362,325,000 | 341 |
| Managed Assets ($) | $279,175,000 | 333 |
| Non-managed Assets ($) | $83,150,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 435 |
| 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 | $230,000 | 335 |
| Number of Managed Accounts | $225,000 | 312 |
| Number of Non-Managed Accounts | $5,000 | 325 |
| Total fiduciary and related assets | $333,409,000 | 315 |
| Managed Assets ($) | $243,159,000 | 315 |
| Non-managed Assets ($) | $90,250,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000 | 454 |
| 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 | $201,000 | 529 |
| Number of Managed Accounts | $197,000 | 466 |
| Number of Non-Managed Accounts | $4,000 | 706 |
| Total fiduciary and related assets | $342,566,000 | 369 |
| Managed Assets ($) | $247,279,000 | 371 |
| Non-managed Assets ($) | $95,287,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 448 |
| 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 | $192,000 | 331 |
| Number of Managed Accounts | $189,000 | 310 |
| Number of Non-Managed Accounts | $3,000 | 319 |
| Total fiduciary and related assets | $330,456,000 | 317 |
| Managed Assets ($) | $329,019,000 | 288 |
| Non-managed Assets ($) | $1,437,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 444 |
| 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 | $195,000 | 391 |
| Number of Managed Accounts | $192,000 | 364 |
| Number of Non-Managed Accounts | $3,000 | 379 |
| Total fiduciary and related assets | $332,282,000 | 364 |
| Managed Assets ($) | $330,856,000 | 321 |
| Non-managed Assets ($) | $1,426,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 458 |
| 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 | $199,000 | 330 |
| Number of Managed Accounts | $196,000 | 311 |
| Number of Non-Managed Accounts | $3,000 | 321 |
| Total fiduciary and related assets | $325,929,000 | 314 |
| Managed Assets ($) | $324,544,000 | 288 |
| Non-managed Assets ($) | $1,385,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $266,000 | 459 |
| 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 | $200,000 | 527 |
| Number of Managed Accounts | $197,000 | 465 |
| Number of Non-Managed Accounts | $3,000 | 749 |
| Total fiduciary and related assets | $323,872,000 | 359 |
| Managed Assets ($) | $322,477,000 | 317 |
| Non-managed Assets ($) | $1,395,000 | 692 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 454 |
| 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 | $203,000 | 331 |
| Number of Managed Accounts | $200,000 | 309 |
| Number of Non-Managed Accounts | $3,000 | 323 |
| Total fiduciary and related assets | $289,433,000 | 316 |
| Managed Assets ($) | $288,076,000 | 288 |
| Non-managed Assets ($) | $1,357,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $746,000 | 456 |
| 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 | $205,000 | 384 |
| Number of Managed Accounts | $202,000 | 355 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $276,192,000 | 364 |
| Managed Assets ($) | $274,885,000 | 322 |
| Non-managed Assets ($) | $1,307,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 460 |
| 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 | $201,000 | 335 |
| Number of Managed Accounts | $198,000 | 310 |
| Number of Non-Managed Accounts | $3,000 | 325 |
| Total fiduciary and related assets | $265,399,000 | 316 |
| Managed Assets ($) | $264,109,000 | 288 |
| Non-managed Assets ($) | $1,290,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,000 | 462 |
| 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 | $198,000 | 542 |
| Number of Managed Accounts | $195,000 | 471 |
| Number of Non-Managed Accounts | $3,000 | 775 |
| Total fiduciary and related assets | $292,367,000 | 364 |
| Managed Assets ($) | $291,011,000 | 321 |
| Non-managed Assets ($) | $1,356,000 | 711 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,027,000 | 451 |
| 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 | $193,000 | 339 |
| Number of Managed Accounts | $190,000 | 318 |
| Number of Non-Managed Accounts | $3,000 | 330 |
| Total fiduciary and related assets | $276,275,000 | 331 |
| Managed Assets ($) | $274,944,000 | 297 |
| Non-managed Assets ($) | $1,331,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 465 |
| 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 | $197,000 | 376 |
| Number of Managed Accounts | $194,000 | 351 |
| Number of Non-Managed Accounts | $3,000 | 366 |
| Total fiduciary and related assets | $282,017,000 | 364 |
| Managed Assets ($) | $280,720,000 | 316 |
| Non-managed Assets ($) | $1,297,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 464 |
| 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 | $195,000 | 381 |
| Number of Managed Accounts | $192,000 | 355 |
| Number of Non-Managed Accounts | $3,000 | 369 |
| Total fiduciary and related assets | $275,401,000 | 367 |
| Managed Assets ($) | $274,147,000 | 321 |
| Non-managed Assets ($) | $1,254,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 469 |
| 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 | $196,000 | 562 |
| Number of Managed Accounts | $193,000 | 479 |
| Number of Non-Managed Accounts | $3,000 | 805 |
| Total fiduciary and related assets | $258,415,000 | 375 |
| Managed Assets ($) | $257,210,000 | 323 |
| Non-managed Assets ($) | $1,205,000 | 743 |
| Memoranda | ||
| Gross Fiduciary activities income | $935,000 | 478 |
| 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 | $193,000 | 383 |
| Number of Managed Accounts | $190,000 | 354 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $273,912,000 | 376 |
| Managed Assets ($) | $272,790,000 | 328 |
| Non-managed Assets ($) | $1,122,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $669,000 | 481 |
| 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 | $192,000 | 385 |
| Number of Managed Accounts | $189,000 | 360 |
| Number of Non-Managed Accounts | $3,000 | 373 |
| Total fiduciary and related assets | $269,350,000 | 380 |
| Managed Assets ($) | $268,246,000 | 330 |
| Non-managed Assets ($) | $1,104,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 475 |
| 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 | $198,000 | 386 |
| Number of Managed Accounts | $194,000 | 359 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $267,117,000 | 380 |
| Managed Assets ($) | $262,679,000 | 332 |
| Non-managed Assets ($) | $4,438,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,000 | 484 |
| 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 | $192,000 | 570 |
| Number of Managed Accounts | $190,000 | 482 |
| Number of Non-Managed Accounts | $2,000 | 857 |
| Total fiduciary and related assets | $273,251,000 | 382 |
| Managed Assets ($) | $269,491,000 | 334 |
| Non-managed Assets ($) | $3,760,000 | 682 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 466 |
| 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 | $194,000 | 380 |
| Number of Managed Accounts | $192,000 | 355 |
| Number of Non-Managed Accounts | $2,000 | 371 |
| Total fiduciary and related assets | $267,644,000 | 373 |
| Managed Assets ($) | $264,927,000 | 329 |
| Non-managed Assets ($) | $2,717,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $709,000 | 470 |
| 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 | $195,000 | 383 |
| Number of Managed Accounts | $191,000 | 357 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $265,289,000 | 374 |
| Managed Assets ($) | $262,664,000 | 327 |
| Non-managed Assets ($) | $2,625,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,000 | 484 |
| 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 | $200,000 | 384 |
| Number of Managed Accounts | $196,000 | 358 |
| Number of Non-Managed Accounts | $4,000 | 370 |
| Total fiduciary and related assets | $262,589,000 | 377 |
| Managed Assets ($) | $258,380,000 | 336 |
| Non-managed Assets ($) | $4,209,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 487 |
| 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 | $198,000 | 575 |
| Number of Managed Accounts | $195,000 | 480 |
| Number of Non-Managed Accounts | $3,000 | 867 |
| Total fiduciary and related assets | $255,413,000 | 384 |
| Managed Assets ($) | $252,297,000 | 332 |
| Non-managed Assets ($) | $3,116,000 | 723 |
| Memoranda | ||
| Gross Fiduciary activities income | $873,000 | 481 |
| 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 | $201,000 | 388 |
| Number of Managed Accounts | $198,000 | 359 |
| Number of Non-Managed Accounts | $3,000 | 385 |
| Total fiduciary and related assets | $254,254,000 | 370 |
| Managed Assets ($) | $252,099,000 | 324 |
| Non-managed Assets ($) | $2,155,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $670,000 | 476 |
| 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 | $207,000 | 387 |
| Number of Managed Accounts | $204,000 | 361 |
| Number of Non-Managed Accounts | $3,000 | 387 |
| Total fiduciary and related assets | $256,113,000 | 370 |
| Managed Assets ($) | $254,014,000 | 323 |
| Non-managed Assets ($) | $2,099,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $415,000 | 490 |
| 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 | $209,000 | 385 |
| Number of Managed Accounts | $206,000 | 357 |
| Number of Non-Managed Accounts | $3,000 | 388 |
| Total fiduciary and related assets | $256,160,000 | 371 |
| Managed Assets ($) | $254,098,000 | 318 |
| Non-managed Assets ($) | $2,062,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,000 | 500 |
| 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 | $207,000 | 570 |
| Number of Managed Accounts | $204,000 | 477 |
| Number of Non-Managed Accounts | $3,000 | 903 |
| Total fiduciary and related assets | $256,316,000 | 380 |
| Managed Assets ($) | $254,253,000 | 317 |
| Non-managed Assets ($) | $2,063,000 | 770 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 497 |
| 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 | $207,000 | 384 |
| Number of Managed Accounts | $204,000 | 357 |
| Number of Non-Managed Accounts | $3,000 | 384 |
| Total fiduciary and related assets | $253,064,000 | 375 |
| Managed Assets ($) | $251,043,000 | 316 |
| Non-managed Assets ($) | $2,021,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $645,000 | 493 |
| 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 | $206,000 | 387 |
| Number of Managed Accounts | $203,000 | 360 |
| Number of Non-Managed Accounts | $3,000 | 389 |
| Total fiduciary and related assets | $262,810,000 | 376 |
| Managed Assets ($) | $260,708,000 | 319 |
| Non-managed Assets ($) | $2,102,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 495 |
| 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 | $211,000 | 387 |
| Number of Managed Accounts | $209,000 | 357 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $267,487,000 | 378 |
| Managed Assets ($) | $266,070,000 | 317 |
| Non-managed Assets ($) | $1,417,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 498 |
| 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 | $203,000 | 590 |
| Number of Managed Accounts | $202,000 | 481 |
| Number of Non-Managed Accounts | $1,000 | 1,018 |
| Total fiduciary and related assets | $257,448,000 | 387 |
| Managed Assets ($) | $257,020,000 | 325 |
| Non-managed Assets ($) | $428,000 | 933 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 501 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $636,000 | 500 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $431,000 | 495 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,000 | 520 |
| 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 | $209,000 | 586 |
| Number of Managed Accounts | $206,000 | 468 |
| Number of Non-Managed Accounts | $3,000 | 969 |
| Total fiduciary and related assets | $231,457,000 | 396 |
| Managed Assets ($) | $230,490,000 | 335 |
| Non-managed Assets ($) | $967,000 | 901 |
| Memoranda | ||
| Gross Fiduciary activities income | $888,000 | 478 |
| 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 | $635,000 | 487 |
| 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 | $435,000 | 483 |
| 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 | $233,000 | 480 |
| 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 | $209,000 | 586 |
| Number of Managed Accounts | $204,000 | 472 |
| Number of Non-Managed Accounts | $5,000 | 923 |
| Total fiduciary and related assets | $240,115,000 | 380 |
| Managed Assets ($) | $227,973,000 | 314 |
| Non-managed Assets ($) | $12,142,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 508 |
| 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 | $205,000 | 361 |
| Number of Managed Accounts | $202,000 | 334 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $248,869,000 | 351 |
| Managed Assets ($) | $248,319,000 | 295 |
| Non-managed Assets ($) | $550,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $570,000 | 512 |
| 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 | $205,000 | 358 |
| Number of Managed Accounts | $200,000 | 330 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $254,608,000 | 347 |
| Managed Assets ($) | $254,025,000 | 288 |
| Non-managed Assets ($) | $583,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 512 |
| 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 | $194,000 | 361 |
| Number of Managed Accounts | $189,000 | 330 |
| Number of Non-Managed Accounts | $5,000 | 354 |
| Total fiduciary and related assets | $265,034,000 | 344 |
| Managed Assets ($) | $263,094,000 | 286 |
| Non-managed Assets ($) | $1,940,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,000 | 528 |
| 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 | $194,000 | 610 |
| Number of Managed Accounts | $189,000 | 493 |
| Number of Non-Managed Accounts | $5,000 | 949 |
| Total fiduciary and related assets | $266,009,000 | 343 |
| Managed Assets ($) | $264,001,000 | 281 |
| Non-managed Assets ($) | $2,008,000 | 850 |
| Memoranda | ||
| Gross Fiduciary activities income | $713,000 | 485 |
| 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 | $536,000 | 480 |
| 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 | $343,000 | 491 |
| 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 | $168,000 | 499 |
| 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 | $178,000 | 651 |
| Number of Managed Accounts | $170,000 | 537 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $181,573,000 | 428 |
| Managed Assets ($) | $177,155,000 | 357 |
| Non-managed Assets ($) | $4,418,000 | 766 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 504 |
| 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 | $479,000 | 499 |
| 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 | $325,000 | 501 |
| 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 | $159,000 | 518 |
| 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 | $172,000 | 680 |
| Number of Managed Accounts | $169,000 | 551 |
| Number of Non-Managed Accounts | $3,000 | 1,089 |
| Total fiduciary and related assets | $107,984,000 | 538 |
| Managed Assets ($) | $106,775,000 | 454 |
| Non-managed Assets ($) | $1,209,000 | 979 |
| Memoranda | ||
| Gross Fiduciary activities income | $735,000 | 462 |
| 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 | $539,000 | 460 |
| 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 | $356,000 | 466 |
| 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 | $161,000 | 492 |
| 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 | $163,000 | 710 |
| Number of Managed Accounts | $161,000 | 574 |
| Number of Non-Managed Accounts | $2,000 | 1,132 |
| Total fiduciary and related assets | $100,082,000 | 549 |
| Managed Assets ($) | $99,468,000 | 464 |
| Non-managed Assets ($) | $614,000 | 1,043 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 314 |
| 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 | $1,116,000 | 324 |
| 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 | $744,000 | 332 |
| 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 | $379,000 | 328 |
| 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 | $143,000 | 768 |
| Number of Managed Accounts | $140,000 | 622 |
| Number of Non-Managed Accounts | $3,000 | 1,101 |
| Total fiduciary and related assets | $112,458,000 | 575 |
| Managed Assets ($) | $111,349,000 | 483 |
| Non-managed Assets ($) | $1,109,000 | 1,010 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 492 |
| 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 | $409,000 | 570 |
| 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 | $280,000 | 574 |
| 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 | $140,000 | 582 |
| 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 | $133,000 | 798 |
| Number of Managed Accounts | $129,000 | 657 |
| Number of Non-Managed Accounts | $4,000 | 1,095 |
| Total fiduciary and related assets | $85,238,000 | 660 |
| Managed Assets ($) | $83,899,000 | 557 |
| Non-managed Assets ($) | $1,339,000 | 984 |
| Memoranda | ||
| Gross Fiduciary activities income | $478,000 | 595 |
| 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 | $348,000 | 595 |
| 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 | $223,000 | 617 |
| 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 | $99,000 | 647 |
| 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 | $199,000 | 684 |
| Number of Managed Accounts | $194,000 | 544 |
| Number of Non-Managed Accounts | $5,000 | 1,100 |
| Total fiduciary and related assets | $75,229,000 | 673 |
| Managed Assets ($) | $73,987,000 | 580 |
| Non-managed Assets ($) | $1,242,000 | 1,018 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 625 |
| 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 | $314,000 | 623 |
| 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 | $194,000 | 640 |
| 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 | $91,000 | 660 |
| 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 | $322,000 | 508 |
| Number of Managed Accounts | $181,000 | 556 |
| Number of Non-Managed Accounts | $141,000 | 326 |
| Total fiduciary and related assets | $56,857,000 | 753 |
| Managed Assets ($) | $55,127,000 | 642 |
| Non-managed Assets ($) | $1,730,000 | 960 |
| Memoranda | ||
| Gross Fiduciary activities income | $327,000 | 669 |
| 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 | $229,000 | 686 |
| 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 | $121,000 | 751 |
| 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 | $65,000 | 747 |
| 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 | $142,000 | 827 |
| Number of Managed Accounts | $139,000 | 653 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $41,593,000 | 827 |
| Managed Assets ($) | $40,620,000 | 714 |
| Non-managed Assets ($) | $973,000 | 1,090 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 712 |
| 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 | $238,000 | 691 |
| 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 | $126,000 | 742 |
| 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 | $56,000 | 789 |
| 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 | $137,000 | 843 |
| Number of Managed Accounts | $133,000 | 677 |
| Number of Non-Managed Accounts | $4,000 | 1,194 |
| Total fiduciary and related assets | $36,376,000 | 877 |
| Managed Assets ($) | $35,486,000 | 749 |
| Non-managed Assets ($) | $890,000 | 1,125 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 798 |
| 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 | $120,000 | 849 |
| Number of Managed Accounts | $117,000 | 690 |
| Number of Non-Managed Accounts | $3,000 | 1,175 |
| Total fiduciary and related assets | $34,029,000 | 844 |
| Managed Assets ($) | $33,557,000 | 745 |
| Non-managed Assets ($) | $472,000 | 1,170 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 828 |
| 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 | $203,000 | 802 |
| 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 | $153,000 | 919 |
| 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 | $87,000 | 1,032 |
| 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 | $77,000 | 1,102 |
| 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 | $46,000 | 1,252 |
| 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 | $45,000 | 1,304 |
| 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 | $47,000 | 1,314 |
| 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 | $29,000 | 1,414 |
| 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 | $23,000 | 1,474 |