Home > The Peoples Bank > Fiduciary and Related Services
The Peoples Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $2,084,000 | 134 |
| Number of Managed Accounts | $2,038,000 | 109 |
| Number of Non-Managed Accounts | $46,000 | 265 |
| Total fiduciary and related assets | $760,147,000 | 291 |
| Managed Assets ($) | $753,284,000 | 256 |
| Non-managed Assets ($) | $6,863,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,035,000 | 340 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,062,000 | 138 |
| Number of Managed Accounts | $2,015,000 | 109 |
| Number of Non-Managed Accounts | $47,000 | 389 |
| Total fiduciary and related assets | $754,573,000 | 301 |
| Managed Assets ($) | $747,540,000 | 261 |
| Non-managed Assets ($) | $7,033,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,860,000 | 334 |
| 2024-09-30 | 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 | $2,053,000 | 136 |
| Number of Managed Accounts | $2,006,000 | 110 |
| Number of Non-Managed Accounts | $47,000 | 261 |
| Total fiduciary and related assets | $750,212,000 | 292 |
| Managed Assets ($) | $743,298,000 | 257 |
| Non-managed Assets ($) | $6,914,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 362 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,055,000 | 135 |
| Number of Managed Accounts | $2,007,000 | 111 |
| Number of Non-Managed Accounts | $48,000 | 295 |
| Total fiduciary and related assets | $704,138,000 | 308 |
| Managed Assets ($) | $697,591,000 | 268 |
| Non-managed Assets ($) | $6,547,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,718,000 | 358 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,050,000 | 139 |
| Number of Managed Accounts | $2,000,000 | 113 |
| Number of Non-Managed Accounts | $50,000 | 256 |
| Total fiduciary and related assets | $701,755,000 | 295 |
| Managed Assets ($) | $695,191,000 | 261 |
| Non-managed Assets ($) | $6,564,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $859,000 | 339 |
| 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 | $2,029,000 | 139 |
| Number of Managed Accounts | $1,978,000 | 110 |
| Number of Non-Managed Accounts | $51,000 | 376 |
| Total fiduciary and related assets | $678,554,000 | 305 |
| Managed Assets ($) | $672,488,000 | 261 |
| Non-managed Assets ($) | $6,066,000 | 578 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,361,000 | 321 |
| 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 | $2,018,000 | 132 |
| Number of Managed Accounts | $1,968,000 | 109 |
| Number of Non-Managed Accounts | $50,000 | 256 |
| Total fiduciary and related assets | $669,788,000 | 279 |
| Managed Assets ($) | $664,777,000 | 245 |
| Non-managed Assets ($) | $5,011,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,566,000 | 315 |
| 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 | $2,019,000 | 136 |
| Number of Managed Accounts | $1,969,000 | 109 |
| Number of Non-Managed Accounts | $50,000 | 285 |
| Total fiduciary and related assets | $625,443,000 | 303 |
| Managed Assets ($) | $620,236,000 | 264 |
| Non-managed Assets ($) | $5,207,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,710,000 | 307 |
| 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 | $2,026,000 | 143 |
| Number of Managed Accounts | $1,976,000 | 115 |
| Number of Non-Managed Accounts | $50,000 | 260 |
| Total fiduciary and related assets | $605,608,000 | 295 |
| Managed Assets ($) | $600,627,000 | 264 |
| Non-managed Assets ($) | $4,981,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 317 |
| 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 | $2,004,000 | 145 |
| Number of Managed Accounts | $1,952,000 | 116 |
| Number of Non-Managed Accounts | $52,000 | 390 |
| Total fiduciary and related assets | $580,146,000 | 324 |
| Managed Assets ($) | $575,060,000 | 277 |
| Non-managed Assets ($) | $5,086,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,490,000 | 316 |
| 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 | $2,006,000 | 144 |
| Number of Managed Accounts | $1,954,000 | 113 |
| Number of Non-Managed Accounts | $52,000 | 260 |
| Total fiduciary and related assets | $552,838,000 | 304 |
| Managed Assets ($) | $548,152,000 | 269 |
| Non-managed Assets ($) | $4,686,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,615,000 | 317 |
| 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 | $2,007,000 | 127 |
| Number of Managed Accounts | $1,955,000 | 105 |
| Number of Non-Managed Accounts | $52,000 | 261 |
| Total fiduciary and related assets | $569,982,000 | 282 |
| Managed Assets ($) | $565,050,000 | 244 |
| Non-managed Assets ($) | $4,932,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,742,000 | 283 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,989,000 | 129 |
| Number of Managed Accounts | $1,938,000 | 107 |
| Number of Non-Managed Accounts | $51,000 | 233 |
| Total fiduciary and related assets | $610,774,000 | 266 |
| Managed Assets ($) | $605,164,000 | 239 |
| Non-managed Assets ($) | $5,610,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $869,000 | 288 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,957,000 | 134 |
| Number of Managed Accounts | $1,901,000 | 108 |
| Number of Non-Managed Accounts | $56,000 | 353 |
| Total fiduciary and related assets | $624,038,000 | 288 |
| Managed Assets ($) | $618,187,000 | 252 |
| Non-managed Assets ($) | $5,851,000 | 582 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,486,000 | 284 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,937,000 | 133 |
| Number of Managed Accounts | $1,881,000 | 112 |
| Number of Non-Managed Accounts | $56,000 | 229 |
| Total fiduciary and related assets | $608,937,000 | 266 |
| Managed Assets ($) | $603,384,000 | 237 |
| Non-managed Assets ($) | $5,553,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 301 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,913,000 | 136 |
| Number of Managed Accounts | $1,855,000 | 115 |
| Number of Non-Managed Accounts | $58,000 | 249 |
| Total fiduciary and related assets | $614,113,000 | 281 |
| Managed Assets ($) | $608,552,000 | 245 |
| Non-managed Assets ($) | $5,561,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,497,000 | 301 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,871,000 | 138 |
| Number of Managed Accounts | $1,809,000 | 115 |
| Number of Non-Managed Accounts | $62,000 | 225 |
| Total fiduciary and related assets | $594,343,000 | 263 |
| Managed Assets ($) | $587,233,000 | 233 |
| Non-managed Assets ($) | $7,110,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 296 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,844,000 | 141 |
| Number of Managed Accounts | $1,784,000 | 116 |
| Number of Non-Managed Accounts | $60,000 | 342 |
| Total fiduciary and related assets | $587,772,000 | 278 |
| Managed Assets ($) | $581,017,000 | 240 |
| Non-managed Assets ($) | $6,755,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,936,000 | 292 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,841,000 | 137 |
| Number of Managed Accounts | $1,779,000 | 115 |
| Number of Non-Managed Accounts | $62,000 | 226 |
| Total fiduciary and related assets | $559,877,000 | 258 |
| Managed Assets ($) | $553,813,000 | 228 |
| Non-managed Assets ($) | $6,064,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,085,000 | 296 |
| 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 | $1,826,000 | 141 |
| Number of Managed Accounts | $1,765,000 | 118 |
| Number of Non-Managed Accounts | $61,000 | 243 |
| Total fiduciary and related assets | $543,649,000 | 281 |
| Managed Assets ($) | $537,956,000 | 244 |
| Non-managed Assets ($) | $5,693,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,390,000 | 293 |
| 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 | $1,816,000 | 140 |
| Number of Managed Accounts | $1,754,000 | 117 |
| Number of Non-Managed Accounts | $62,000 | 226 |
| Total fiduciary and related assets | $501,297,000 | 259 |
| Managed Assets ($) | $496,188,000 | 229 |
| Non-managed Assets ($) | $5,109,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 294 |
| 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 | $1,833,000 | 144 |
| Number of Managed Accounts | $1,767,000 | 121 |
| Number of Non-Managed Accounts | $66,000 | 335 |
| Total fiduciary and related assets | $547,331,000 | 278 |
| Managed Assets ($) | $540,680,000 | 241 |
| Non-managed Assets ($) | $6,651,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,951,000 | 282 |
| 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 | $1,835,000 | 142 |
| Number of Managed Accounts | $1,768,000 | 122 |
| Number of Non-Managed Accounts | $67,000 | 220 |
| Total fiduciary and related assets | $554,083,000 | 260 |
| Managed Assets ($) | $547,504,000 | 231 |
| Non-managed Assets ($) | $6,579,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,110,000 | 289 |
| 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 | $1,835,000 | 144 |
| Number of Managed Accounts | $1,768,000 | 124 |
| Number of Non-Managed Accounts | $67,000 | 233 |
| Total fiduciary and related assets | $518,438,000 | 276 |
| Managed Assets ($) | $511,921,000 | 240 |
| Non-managed Assets ($) | $6,517,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,407,000 | 291 |
| 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 | $1,830,000 | 144 |
| Number of Managed Accounts | $1,763,000 | 125 |
| Number of Non-Managed Accounts | $67,000 | 232 |
| Total fiduciary and related assets | $515,872,000 | 276 |
| Managed Assets ($) | $509,493,000 | 238 |
| Non-managed Assets ($) | $6,379,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $703,000 | 286 |
| 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 | $1,801,000 | 144 |
| Number of Managed Accounts | $1,733,000 | 122 |
| Number of Non-Managed Accounts | $68,000 | 336 |
| Total fiduciary and related assets | $497,692,000 | 277 |
| Managed Assets ($) | $492,043,000 | 237 |
| Non-managed Assets ($) | $5,649,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,646,000 | 300 |
| 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 | $1,792,000 | 141 |
| Number of Managed Accounts | $1,724,000 | 119 |
| Number of Non-Managed Accounts | $68,000 | 232 |
| Total fiduciary and related assets | $519,261,000 | 280 |
| Managed Assets ($) | $512,774,000 | 238 |
| Non-managed Assets ($) | $6,487,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 300 |
| 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 | $1,808,000 | 140 |
| Number of Managed Accounts | $1,739,000 | 118 |
| Number of Non-Managed Accounts | $69,000 | 234 |
| Total fiduciary and related assets | $504,456,000 | 282 |
| Managed Assets ($) | $498,201,000 | 240 |
| Non-managed Assets ($) | $6,255,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,334,000 | 301 |
| 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 | $1,802,000 | 140 |
| Number of Managed Accounts | $1,731,000 | 117 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $493,822,000 | 282 |
| Managed Assets ($) | $487,581,000 | 240 |
| Non-managed Assets ($) | $6,241,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 302 |
| 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 | $1,802,000 | 142 |
| Number of Managed Accounts | $1,730,000 | 116 |
| Number of Non-Managed Accounts | $72,000 | 335 |
| Total fiduciary and related assets | $497,760,000 | 283 |
| Managed Assets ($) | $490,745,000 | 240 |
| Non-managed Assets ($) | $7,015,000 | 614 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,646,000 | 295 |
| 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 | $1,776,000 | 142 |
| Number of Managed Accounts | $1,705,000 | 118 |
| Number of Non-Managed Accounts | $71,000 | 230 |
| Total fiduciary and related assets | $487,300,000 | 288 |
| Managed Assets ($) | $479,917,000 | 239 |
| Non-managed Assets ($) | $7,383,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,881,000 | 300 |
| 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 | $1,770,000 | 139 |
| Number of Managed Accounts | $1,697,000 | 113 |
| Number of Non-Managed Accounts | $73,000 | 225 |
| Total fiduciary and related assets | $478,008,000 | 285 |
| Managed Assets ($) | $470,617,000 | 238 |
| Non-managed Assets ($) | $7,391,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,253,000 | 302 |
| 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 | $1,778,000 | 137 |
| Number of Managed Accounts | $1,702,000 | 110 |
| Number of Non-Managed Accounts | $76,000 | 219 |
| Total fiduciary and related assets | $469,883,000 | 284 |
| Managed Assets ($) | $462,586,000 | 242 |
| Non-managed Assets ($) | $7,297,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $628,000 | 301 |
| 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 | $1,783,000 | 136 |
| Number of Managed Accounts | $1,706,000 | 107 |
| Number of Non-Managed Accounts | $77,000 | 329 |
| Total fiduciary and related assets | $461,035,000 | 281 |
| Managed Assets ($) | $453,879,000 | 241 |
| Non-managed Assets ($) | $7,156,000 | 623 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,396,000 | 302 |
| 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 | $1,783,000 | 132 |
| Number of Managed Accounts | $1,706,000 | 104 |
| Number of Non-Managed Accounts | $77,000 | 224 |
| Total fiduciary and related assets | $457,800,000 | 281 |
| Managed Assets ($) | $450,671,000 | 242 |
| Non-managed Assets ($) | $7,129,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,873,000 | 295 |
| 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 | $1,778,000 | 133 |
| Number of Managed Accounts | $1,698,000 | 106 |
| Number of Non-Managed Accounts | $80,000 | 219 |
| Total fiduciary and related assets | $452,141,000 | 286 |
| Managed Assets ($) | $444,723,000 | 245 |
| Non-managed Assets ($) | $7,418,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,273,000 | 291 |
| 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 | $1,755,000 | 133 |
| Number of Managed Accounts | $1,671,000 | 107 |
| Number of Non-Managed Accounts | $84,000 | 212 |
| Total fiduciary and related assets | $425,857,000 | 292 |
| Managed Assets ($) | $417,985,000 | 247 |
| Non-managed Assets ($) | $7,872,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 287 |
| 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 | $1,750,000 | 134 |
| Number of Managed Accounts | $1,667,000 | 106 |
| Number of Non-Managed Accounts | $83,000 | 316 |
| Total fiduciary and related assets | $425,583,000 | 292 |
| Managed Assets ($) | $417,721,000 | 249 |
| Non-managed Assets ($) | $7,862,000 | 615 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,743,000 | 282 |
| 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 | $1,738,000 | 132 |
| Number of Managed Accounts | $1,655,000 | 108 |
| Number of Non-Managed Accounts | $83,000 | 211 |
| Total fiduciary and related assets | $424,091,000 | 287 |
| Managed Assets ($) | $416,098,000 | 244 |
| Non-managed Assets ($) | $7,993,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000 | 299 |
| 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 | $1,744,000 | 136 |
| Number of Managed Accounts | $1,657,000 | 110 |
| Number of Non-Managed Accounts | $87,000 | 209 |
| Total fiduciary and related assets | $426,949,000 | 297 |
| Managed Assets ($) | $418,287,000 | 255 |
| Non-managed Assets ($) | $8,662,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 304 |
| 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 | $1,733,000 | 136 |
| Number of Managed Accounts | $1,644,000 | 108 |
| Number of Non-Managed Accounts | $89,000 | 207 |
| Total fiduciary and related assets | $423,898,000 | 299 |
| Managed Assets ($) | $414,999,000 | 257 |
| Non-managed Assets ($) | $8,899,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 301 |
| 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 | $1,716,000 | 135 |
| Number of Managed Accounts | $1,625,000 | 108 |
| Number of Non-Managed Accounts | $91,000 | 307 |
| Total fiduciary and related assets | $418,523,000 | 298 |
| Managed Assets ($) | $409,437,000 | 258 |
| Non-managed Assets ($) | $9,086,000 | 619 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,334,000 | 308 |
| 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 | $1,709,000 | 131 |
| Number of Managed Accounts | $1,615,000 | 108 |
| Number of Non-Managed Accounts | $94,000 | 205 |
| Total fiduciary and related assets | $409,461,000 | 300 |
| Managed Assets ($) | $399,967,000 | 255 |
| Non-managed Assets ($) | $9,494,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,747,000 | 309 |
| 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 | $1,716,000 | 127 |
| Number of Managed Accounts | $1,615,000 | 105 |
| Number of Non-Managed Accounts | $101,000 | 198 |
| Total fiduciary and related assets | $412,322,000 | 299 |
| Managed Assets ($) | $401,825,000 | 255 |
| Non-managed Assets ($) | $10,497,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,166,000 | 311 |
| 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 | $1,703,000 | 129 |
| Number of Managed Accounts | $1,599,000 | 106 |
| Number of Non-Managed Accounts | $104,000 | 203 |
| Total fiduciary and related assets | $395,026,000 | 302 |
| Managed Assets ($) | $384,203,000 | 259 |
| Non-managed Assets ($) | $10,823,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 312 |
| 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 | $1,699,000 | 136 |
| Number of Managed Accounts | $1,593,000 | 108 |
| Number of Non-Managed Accounts | $106,000 | 299 |
| Total fiduciary and related assets | $386,335,000 | 309 |
| Managed Assets ($) | $375,171,000 | 264 |
| Non-managed Assets ($) | $11,164,000 | 591 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,257,000 | 305 |
| 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 | $1,702,000 | 128 |
| Number of Managed Accounts | $1,596,000 | 106 |
| Number of Non-Managed Accounts | $106,000 | 208 |
| Total fiduciary and related assets | $380,208,000 | 301 |
| Managed Assets ($) | $369,933,000 | 262 |
| Non-managed Assets ($) | $10,275,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,655,000 | 308 |
| 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 | $1,696,000 | 133 |
| Number of Managed Accounts | $1,580,000 | 104 |
| Number of Non-Managed Accounts | $116,000 | 196 |
| Total fiduciary and related assets | $363,412,000 | 304 |
| Managed Assets ($) | $352,963,000 | 258 |
| Non-managed Assets ($) | $10,449,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,104,000 | 309 |
| 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 | $1,684,000 | 137 |
| Number of Managed Accounts | $1,561,000 | 104 |
| Number of Non-Managed Accounts | $123,000 | 196 |
| Total fiduciary and related assets | $355,898,000 | 304 |
| Managed Assets ($) | $344,992,000 | 261 |
| Non-managed Assets ($) | $10,906,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $552,000 | 302 |
| 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 | $1,689,000 | 139 |
| Number of Managed Accounts | $1,553,000 | 104 |
| Number of Non-Managed Accounts | $136,000 | 259 |
| Total fiduciary and related assets | $342,716,000 | 306 |
| Managed Assets ($) | $331,587,000 | 262 |
| Non-managed Assets ($) | $11,129,000 | 592 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,264,000 | 293 |
| 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 | $1,684,000 | 129 |
| Number of Managed Accounts | $1,545,000 | 105 |
| Number of Non-Managed Accounts | $139,000 | 174 |
| Total fiduciary and related assets | $351,257,000 | 299 |
| Managed Assets ($) | $339,325,000 | 253 |
| Non-managed Assets ($) | $11,932,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,386,000 | 322 |
| 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 | $1,670,000 | 130 |
| Number of Managed Accounts | $1,524,000 | 104 |
| Number of Non-Managed Accounts | $146,000 | 174 |
| Total fiduciary and related assets | $340,189,000 | 297 |
| Managed Assets ($) | $328,174,000 | 251 |
| Non-managed Assets ($) | $12,015,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 319 |
| 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 | $1,679,000 | 132 |
| Number of Managed Accounts | $1,527,000 | 104 |
| Number of Non-Managed Accounts | $152,000 | 171 |
| Total fiduciary and related assets | $341,954,000 | 294 |
| Managed Assets ($) | $329,775,000 | 252 |
| Non-managed Assets ($) | $12,179,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $463,000 | 320 |
| 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 | $1,681,000 | 136 |
| Number of Managed Accounts | $1,527,000 | 106 |
| Number of Non-Managed Accounts | $154,000 | 245 |
| Total fiduciary and related assets | $333,488,000 | 298 |
| Managed Assets ($) | $321,630,000 | 250 |
| Non-managed Assets ($) | $11,858,000 | 570 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,007,000 | 265 |
| 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 | $1,688,000 | 131 |
| Number of Managed Accounts | $1,528,000 | 107 |
| Number of Non-Managed Accounts | $160,000 | 169 |
| Total fiduciary and related assets | $322,911,000 | 292 |
| Managed Assets ($) | $311,252,000 | 249 |
| Non-managed Assets ($) | $11,659,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,359,000 | 280 |
| 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 | $1,703,000 | 130 |
| Number of Managed Accounts | $1,540,000 | 109 |
| Number of Non-Managed Accounts | $163,000 | 171 |
| Total fiduciary and related assets | $335,020,000 | 294 |
| Managed Assets ($) | $322,840,000 | 252 |
| Non-managed Assets ($) | $12,180,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $911,000 | 282 |
| 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 | $1,693,000 | 128 |
| Number of Managed Accounts | $1,527,000 | 100 |
| Number of Non-Managed Accounts | $166,000 | 173 |
| Total fiduciary and related assets | $328,987,000 | 302 |
| Managed Assets ($) | $316,654,000 | 256 |
| Non-managed Assets ($) | $12,333,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 284 |
| 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 | $1,720,000 | 127 |
| Number of Managed Accounts | $1,546,000 | 98 |
| Number of Non-Managed Accounts | $174,000 | 242 |
| Total fiduciary and related assets | $319,980,000 | 306 |
| Managed Assets ($) | $307,813,000 | 257 |
| Non-managed Assets ($) | $12,167,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,913,000 | 274 |
| 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 | $1,758,000 | 112 |
| Number of Managed Accounts | $1,582,000 | 94 |
| Number of Non-Managed Accounts | $176,000 | 168 |
| Total fiduciary and related assets | $307,577,000 | 298 |
| Managed Assets ($) | $296,112,000 | 255 |
| Non-managed Assets ($) | $11,465,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 308 |
| 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 | $1,778,000 | 115 |
| Number of Managed Accounts | $1,598,000 | 91 |
| Number of Non-Managed Accounts | $180,000 | 166 |
| Total fiduciary and related assets | $302,833,000 | 297 |
| Managed Assets ($) | $291,118,000 | 248 |
| Non-managed Assets ($) | $11,715,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $799,000 | 301 |
| 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 | $1,795,000 | 114 |
| Number of Managed Accounts | $1,613,000 | 91 |
| Number of Non-Managed Accounts | $182,000 | 166 |
| Total fiduciary and related assets | $322,594,000 | 290 |
| Managed Assets ($) | $310,164,000 | 244 |
| Non-managed Assets ($) | $12,430,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $394,000 | 306 |
| 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 | $1,803,000 | 126 |
| Number of Managed Accounts | $1,615,000 | 94 |
| Number of Non-Managed Accounts | $188,000 | 229 |
| Total fiduciary and related assets | $317,273,000 | 298 |
| Managed Assets ($) | $305,013,000 | 251 |
| Non-managed Assets ($) | $12,260,000 | 580 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 281 |
| 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 | $1,827,000 | 119 |
| Number of Managed Accounts | $1,637,000 | 93 |
| Number of Non-Managed Accounts | $190,000 | 163 |
| Total fiduciary and related assets | $317,763,000 | 295 |
| Managed Assets ($) | $306,029,000 | 246 |
| Non-managed Assets ($) | $11,734,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 264 |
| 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 | $1,845,000 | 116 |
| Number of Managed Accounts | $1,650,000 | 93 |
| Number of Non-Managed Accounts | $195,000 | 163 |
| Total fiduciary and related assets | $304,948,000 | 293 |
| Managed Assets ($) | $293,807,000 | 242 |
| Non-managed Assets ($) | $11,141,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $913,000 | 267 |
| 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 | $1,856,000 | 112 |
| Number of Managed Accounts | $1,657,000 | 93 |
| Number of Non-Managed Accounts | $199,000 | 160 |
| Total fiduciary and related assets | $299,656,000 | 290 |
| Managed Assets ($) | $288,841,000 | 241 |
| Non-managed Assets ($) | $10,815,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 266 |
| 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 | $1,876,000 | 126 |
| Number of Managed Accounts | $1,672,000 | 96 |
| Number of Non-Managed Accounts | $204,000 | 227 |
| Total fiduciary and related assets | $309,673,000 | 294 |
| Managed Assets ($) | $298,142,000 | 243 |
| Non-managed Assets ($) | $11,531,000 | 570 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 343 |
| 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 | $855,000 | 388 |
| 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 | $376,000 | 488 |
| 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 | $95,000 | 656 |
| 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 | $492,000 | 388 |
| Number of Managed Accounts | $319,000 | 384 |
| Number of Non-Managed Accounts | $173,000 | 256 |
| Total fiduciary and related assets | $76,576,000 | 681 |
| Managed Assets ($) | $64,753,000 | 620 |
| Non-managed Assets ($) | $11,823,000 | 616 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 625 |
| 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 | $348,000 | 605 |
| 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 | $219,000 | 626 |
| 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 | $79,000 | 712 |
| 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 | $472,000 | 386 |
| Number of Managed Accounts | $283,000 | 402 |
| Number of Non-Managed Accounts | $189,000 | 243 |
| Total fiduciary and related assets | $68,050,000 | 711 |
| Managed Assets ($) | $56,478,000 | 654 |
| Non-managed Assets ($) | $11,572,000 | 621 |
| Memoranda | ||
| Gross Fiduciary activities income | $399,000 | 637 |
| 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 | $254,000 | 676 |
| 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 | $168,000 | 679 |
| 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 | $52,000 | 797 |
| 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 | $488,000 | 382 |
| Number of Managed Accounts | $276,000 | 431 |
| Number of Non-Managed Accounts | $212,000 | 242 |
| Total fiduciary and related assets | $62,321,000 | 729 |
| Managed Assets ($) | $51,596,000 | 668 |
| Non-managed Assets ($) | $10,725,000 | 630 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 658 |
| 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 | $210,000 | 718 |
| 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 | $139,000 | 714 |
| 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 | $33,000 | 894 |
| 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 | $526,000 | 370 |
| Number of Managed Accounts | $298,000 | 405 |
| Number of Non-Managed Accounts | $228,000 | 238 |
| Total fiduciary and related assets | $49,946,000 | 784 |
| Managed Assets ($) | $34,605,000 | 755 |
| Non-managed Assets ($) | $15,341,000 | 555 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 632 |
| 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 | $245,000 | 664 |
| 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 | $185,000 | 652 |
| 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 | $91,000 | 661 |
| 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 | $558,000 | 367 |
| Number of Managed Accounts | $326,000 | 385 |
| Number of Non-Managed Accounts | $232,000 | 254 |
| Total fiduciary and related assets | $51,895,000 | 766 |
| Managed Assets ($) | $37,719,000 | 731 |
| Non-managed Assets ($) | $14,176,000 | 603 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,000 | 590 |
| 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 | $378,000 | 564 |
| 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 | $288,000 | 525 |
| 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 | $144,000 | 536 |
| 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 | $589,000 | 370 |
| Number of Managed Accounts | $346,000 | 391 |
| Number of Non-Managed Accounts | $243,000 | 262 |
| Total fiduciary and related assets | $47,648,000 | 782 |
| Managed Assets ($) | $34,924,000 | 754 |
| Non-managed Assets ($) | $12,724,000 | 604 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 757 |
| 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 | $594,000 | 346 |
| Number of Managed Accounts | $364,000 | 360 |
| Number of Non-Managed Accounts | $230,000 | 265 |
| Total fiduciary and related assets | $51,179,000 | 732 |
| Managed Assets ($) | $35,990,000 | 727 |
| Non-managed Assets ($) | $15,189,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 715 |
| 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 | $286,000 | 728 |
| 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 | $347,000 | 739 |
| 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 | $314,000 | 765 |
| 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 | $256,000 | 842 |
| 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 | $254,000 | 912 |
| 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 | $250,000 | 946 |
| 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 | $261,000 | 949 |
| 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 | $304,000 | 933 |
| 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 | $272,000 | 993 |