Home > The State Bank of Geneva > Fiduciary and Related Services
The State Bank of Geneva, 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 | $148,000 | 596 |
| Number of Managed Accounts | $144,000 | 526 |
| Number of Non-Managed Accounts | $4,000 | 691 |
| Total fiduciary and related assets | $105,565,000 | 574 |
| Managed Assets ($) | $104,863,000 | 526 |
| Non-managed Assets ($) | $702,000 | 711 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,221,000 | 471 |
| 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 | $148,000 | 362 |
| Number of Managed Accounts | $144,000 | 339 |
| Number of Non-Managed Accounts | $4,000 | 346 |
| Total fiduciary and related assets | $110,423,000 | 367 |
| Managed Assets ($) | $106,357,000 | 352 |
| Non-managed Assets ($) | $4,066,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $966,000 | 461 |
| 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 | $148,000 | 432 |
| Number of Managed Accounts | $138,000 | 406 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $101,039,000 | 440 |
| Managed Assets ($) | $93,810,000 | 423 |
| Non-managed Assets ($) | $7,229,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 460 |
| 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 | $160,000 | 369 |
| Number of Managed Accounts | $150,000 | 347 |
| Number of Non-Managed Accounts | $10,000 | 337 |
| Total fiduciary and related assets | $100,189,000 | 375 |
| Managed Assets ($) | $96,134,000 | 361 |
| Non-managed Assets ($) | $4,055,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 450 |
| 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 | $156,000 | 611 |
| Number of Managed Accounts | $147,000 | 539 |
| Number of Non-Managed Accounts | $9,000 | 660 |
| Total fiduciary and related assets | $102,033,000 | 586 |
| Managed Assets ($) | $94,477,000 | 551 |
| Non-managed Assets ($) | $7,556,000 | 578 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 489 |
| 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 | $155,000 | 386 |
| Number of Managed Accounts | $147,000 | 361 |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Total fiduciary and related assets | $98,692,000 | 391 |
| Managed Assets ($) | $91,602,000 | 375 |
| Non-managed Assets ($) | $7,090,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 503 |
| 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 | $166,000 | 415 |
| Number of Managed Accounts | $157,000 | 391 |
| Number of Non-Managed Accounts | $9,000 | 367 |
| Total fiduciary and related assets | $97,344,000 | 422 |
| Managed Assets ($) | $94,725,000 | 410 |
| Non-managed Assets ($) | $2,619,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 488 |
| 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 | $150,000 | 350 |
| Number of Managed Accounts | $136,000 | 328 |
| Number of Non-Managed Accounts | $14,000 | 301 |
| Total fiduciary and related assets | $101,814,000 | 351 |
| Managed Assets ($) | $96,306,000 | 339 |
| Non-managed Assets ($) | $5,508,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $230,000 | 496 |
| 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 | $139,000 | 594 |
| Number of Managed Accounts | $125,000 | 536 |
| Number of Non-Managed Accounts | $14,000 | 589 |
| Total fiduciary and related assets | $93,468,000 | 583 |
| Managed Assets ($) | $87,683,000 | 540 |
| Non-managed Assets ($) | $5,785,000 | 584 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000 | 494 |
| 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 | $127,000 | 335 |
| Number of Managed Accounts | $114,000 | 323 |
| Number of Non-Managed Accounts | $13,000 | 297 |
| Total fiduciary and related assets | $91,107,000 | 339 |
| Managed Assets ($) | $85,211,000 | 326 |
| Non-managed Assets ($) | $5,896,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $679,000 | 489 |
| 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 | $123,000 | 399 |
| Number of Managed Accounts | $110,000 | 384 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $80,367,000 | 404 |
| Managed Assets ($) | $74,894,000 | 390 |
| Non-managed Assets ($) | $5,473,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 490 |
| 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 | $119,000 | 337 |
| Number of Managed Accounts | $104,000 | 324 |
| Number of Non-Managed Accounts | $15,000 | 296 |
| Total fiduciary and related assets | $76,857,000 | 340 |
| Managed Assets ($) | $71,643,000 | 327 |
| Non-managed Assets ($) | $5,214,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 494 |
| 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 | $113,000 | 627 |
| Number of Managed Accounts | $95,000 | 576 |
| Number of Non-Managed Accounts | $18,000 | 572 |
| Total fiduciary and related assets | $68,396,000 | 615 |
| Managed Assets ($) | $63,228,000 | 571 |
| Non-managed Assets ($) | $5,168,000 | 596 |
| Memoranda | ||
| Gross Fiduciary activities income | $681,000 | 533 |
| 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 | $110,000 | 340 |
| Number of Managed Accounts | $94,000 | 325 |
| Number of Non-Managed Accounts | $16,000 | 296 |
| Total fiduciary and related assets | $59,718,000 | 341 |
| Managed Assets ($) | $54,757,000 | 328 |
| Non-managed Assets ($) | $4,961,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 534 |
| 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 | $114,000 | 397 |
| Number of Managed Accounts | $97,000 | 382 |
| Number of Non-Managed Accounts | $17,000 | 334 |
| Total fiduciary and related assets | $57,556,000 | 399 |
| Managed Assets ($) | $52,812,000 | 385 |
| Non-managed Assets ($) | $4,744,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 535 |
| 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 | $114,000 | 342 |
| Number of Managed Accounts | $97,000 | 329 |
| Number of Non-Managed Accounts | $17,000 | 294 |
| Total fiduciary and related assets | $54,903,000 | 344 |
| Managed Assets ($) | $50,394,000 | 330 |
| Non-managed Assets ($) | $4,509,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000 | 542 |
| 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 | $119,000 | 629 |
| Number of Managed Accounts | $100,000 | 583 |
| Number of Non-Managed Accounts | $19,000 | 566 |
| Total fiduciary and related assets | $57,067,000 | 637 |
| Managed Assets ($) | $52,212,000 | 599 |
| Non-managed Assets ($) | $4,855,000 | 607 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 565 |
| 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 | $107,000 | 349 |
| Number of Managed Accounts | $87,000 | 337 |
| Number of Non-Managed Accounts | $20,000 | 292 |
| Total fiduciary and related assets | $49,674,000 | 350 |
| Managed Assets ($) | $44,708,000 | 338 |
| Non-managed Assets ($) | $4,966,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $415,000 | 566 |
| 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 | $104,000 | 387 |
| Number of Managed Accounts | $81,000 | 377 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $52,310,000 | 389 |
| Managed Assets ($) | $46,456,000 | 377 |
| Non-managed Assets ($) | $5,854,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $249,000 | 583 |
| 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 | $99,000 | 392 |
| Number of Managed Accounts | $75,000 | 382 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $55,096,000 | 395 |
| Managed Assets ($) | $48,451,000 | 382 |
| Non-managed Assets ($) | $6,645,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000 | 607 |
| 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 | $100,000 | 675 |
| Number of Managed Accounts | $75,000 | 638 |
| Number of Non-Managed Accounts | $25,000 | 542 |
| Total fiduciary and related assets | $43,229,000 | 685 |
| Managed Assets ($) | $36,904,000 | 651 |
| Non-managed Assets ($) | $6,325,000 | 599 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 630 |
| 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 | $98,000 | 395 |
| Number of Managed Accounts | $73,000 | 384 |
| Number of Non-Managed Accounts | $25,000 | 313 |
| Total fiduciary and related assets | $37,994,000 | 402 |
| Managed Assets ($) | $31,488,000 | 389 |
| Non-managed Assets ($) | $6,506,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 628 |
| 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 | $86,000 | 400 |
| Number of Managed Accounts | $66,000 | 388 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $35,092,000 | 404 |
| Managed Assets ($) | $31,111,000 | 392 |
| Non-managed Assets ($) | $3,981,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $178,000 | 635 |
| 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 | $79,000 | 404 |
| Number of Managed Accounts | $59,000 | 389 |
| Number of Non-Managed Accounts | $20,000 | 329 |
| Total fiduciary and related assets | $33,565,000 | 407 |
| Managed Assets ($) | $29,558,000 | 393 |
| Non-managed Assets ($) | $4,007,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,000 | 620 |
| 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 | $76,000 | 739 |
| Number of Managed Accounts | $58,000 | 686 |
| Number of Non-Managed Accounts | $18,000 | 606 |
| Total fiduciary and related assets | $31,406,000 | 745 |
| Managed Assets ($) | $27,567,000 | 708 |
| Non-managed Assets ($) | $3,839,000 | 680 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 644 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 639 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000 | 635 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,000 | 646 |
| 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 | $77,000 | 765 |
| Number of Managed Accounts | $57,000 | 714 |
| Number of Non-Managed Accounts | $20,000 | 612 |
| Total fiduciary and related assets | $25,619,000 | 801 |
| Managed Assets ($) | $21,326,000 | 757 |
| Non-managed Assets ($) | $4,293,000 | 690 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 689 |
| 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 | $78,000 | 404 |
| Number of Managed Accounts | $56,000 | 394 |
| Number of Non-Managed Accounts | $22,000 | 327 |
| Total fiduciary and related assets | $25,868,000 | 411 |
| Managed Assets ($) | $21,097,000 | 395 |
| Non-managed Assets ($) | $4,771,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 676 |
| 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 | $80,000 | 407 |
| Number of Managed Accounts | $58,000 | 395 |
| Number of Non-Managed Accounts | $22,000 | 329 |
| Total fiduciary and related assets | $25,762,000 | 414 |
| Managed Assets ($) | $21,073,000 | 398 |
| Non-managed Assets ($) | $4,689,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 664 |
| 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 | $81,000 | 407 |
| Number of Managed Accounts | $59,000 | 396 |
| Number of Non-Managed Accounts | $22,000 | 329 |
| Total fiduciary and related assets | $25,001,000 | 414 |
| Managed Assets ($) | $20,720,000 | 398 |
| Non-managed Assets ($) | $4,281,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000 | 659 |
| 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 | $79,000 | 783 |
| Number of Managed Accounts | $57,000 | 726 |
| Number of Non-Managed Accounts | $22,000 | 616 |
| Total fiduciary and related assets | $26,363,000 | 811 |
| Managed Assets ($) | $21,975,000 | 770 |
| Non-managed Assets ($) | $4,388,000 | 692 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000 | 700 |
| 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 | $78,000 | 404 |
| Number of Managed Accounts | $56,000 | 389 |
| Number of Non-Managed Accounts | $22,000 | 324 |
| Total fiduciary and related assets | $26,987,000 | 408 |
| Managed Assets ($) | $22,344,000 | 393 |
| Non-managed Assets ($) | $4,643,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 694 |
| 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 | $83,000 | 406 |
| Number of Managed Accounts | $61,000 | 392 |
| Number of Non-Managed Accounts | $22,000 | 330 |
| Total fiduciary and related assets | $28,252,000 | 415 |
| Managed Assets ($) | $23,581,000 | 397 |
| Non-managed Assets ($) | $4,671,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $166,000 | 681 |
| 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 | $86,000 | 406 |
| Number of Managed Accounts | $64,000 | 390 |
| Number of Non-Managed Accounts | $22,000 | 330 |
| Total fiduciary and related assets | $29,409,000 | 414 |
| Managed Assets ($) | $24,659,000 | 394 |
| Non-managed Assets ($) | $4,750,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,000 | 663 |
| 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 | $87,000 | 780 |
| Number of Managed Accounts | $63,000 | 729 |
| Number of Non-Managed Accounts | $24,000 | 631 |
| Total fiduciary and related assets | $28,878,000 | 823 |
| Managed Assets ($) | $24,032,000 | 780 |
| Non-managed Assets ($) | $4,846,000 | 704 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 704 |
| 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 | $89,000 | 404 |
| Number of Managed Accounts | $65,000 | 387 |
| Number of Non-Managed Accounts | $24,000 | 322 |
| Total fiduciary and related assets | $28,837,000 | 412 |
| Managed Assets ($) | $23,899,000 | 392 |
| Non-managed Assets ($) | $4,938,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 688 |
| 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 | $90,000 | 405 |
| Number of Managed Accounts | $66,000 | 387 |
| Number of Non-Managed Accounts | $24,000 | 319 |
| Total fiduciary and related assets | $30,044,000 | 412 |
| Managed Assets ($) | $25,110,000 | 392 |
| Non-managed Assets ($) | $4,934,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 695 |
| 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 | $91,000 | 408 |
| Number of Managed Accounts | $67,000 | 391 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $29,301,000 | 415 |
| Managed Assets ($) | $24,395,000 | 395 |
| Non-managed Assets ($) | $4,906,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,000 | 666 |
| 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 | $92,000 | 778 |
| Number of Managed Accounts | $68,000 | 736 |
| Number of Non-Managed Accounts | $24,000 | 642 |
| Total fiduciary and related assets | $29,051,000 | 830 |
| Managed Assets ($) | $24,075,000 | 782 |
| Non-managed Assets ($) | $4,976,000 | 723 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 705 |
| 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 | $93,000 | 388 |
| Number of Managed Accounts | $68,000 | 371 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $28,982,000 | 394 |
| Managed Assets ($) | $24,057,000 | 374 |
| Non-managed Assets ($) | $4,925,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $243,000 | 684 |
| 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 | $94,000 | 390 |
| Number of Managed Accounts | $69,000 | 374 |
| Number of Non-Managed Accounts | $25,000 | 309 |
| Total fiduciary and related assets | $30,019,000 | 396 |
| Managed Assets ($) | $25,197,000 | 376 |
| Non-managed Assets ($) | $4,822,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 677 |
| 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 | $92,000 | 393 |
| Number of Managed Accounts | $67,000 | 376 |
| Number of Non-Managed Accounts | $25,000 | 308 |
| Total fiduciary and related assets | $29,986,000 | 400 |
| Managed Assets ($) | $25,143,000 | 378 |
| Non-managed Assets ($) | $4,843,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,000 | 673 |
| 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 | $94,000 | 801 |
| Number of Managed Accounts | $67,000 | 750 |
| Number of Non-Managed Accounts | $27,000 | 633 |
| Total fiduciary and related assets | $29,508,000 | 821 |
| Managed Assets ($) | $23,242,000 | 781 |
| Non-managed Assets ($) | $6,266,000 | 678 |
| Memoranda | ||
| Gross Fiduciary activities income | $287,000 | 716 |
| 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 | $92,000 | 372 |
| Number of Managed Accounts | $65,000 | 357 |
| Number of Non-Managed Accounts | $27,000 | 297 |
| Total fiduciary and related assets | $31,640,000 | 378 |
| Managed Assets ($) | $25,295,000 | 358 |
| Non-managed Assets ($) | $6,345,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $223,000 | 706 |
| 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 | $93,000 | 374 |
| Number of Managed Accounts | $66,000 | 358 |
| Number of Non-Managed Accounts | $27,000 | 297 |
| Total fiduciary and related assets | $25,562,000 | 379 |
| Managed Assets ($) | $19,150,000 | 359 |
| Non-managed Assets ($) | $6,412,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,000 | 708 |
| 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 | $98,000 | 371 |
| Number of Managed Accounts | $67,000 | 354 |
| Number of Non-Managed Accounts | $31,000 | 288 |
| Total fiduciary and related assets | $26,694,000 | 380 |
| Managed Assets ($) | $19,857,000 | 362 |
| Non-managed Assets ($) | $6,837,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,000 | 688 |
| 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 | $96,000 | 804 |
| Number of Managed Accounts | $65,000 | 761 |
| Number of Non-Managed Accounts | $31,000 | 600 |
| Total fiduciary and related assets | $25,349,000 | 856 |
| Managed Assets ($) | $18,760,000 | 821 |
| Non-managed Assets ($) | $6,589,000 | 671 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,000 | 683 |
| 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 | $209,000 | 668 |
| 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 | $144,000 | 670 |
| 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 | $87,000 | 641 |
| 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 | $102,000 | 817 |
| Number of Managed Accounts | $67,000 | 777 |
| Number of Non-Managed Accounts | $35,000 | 602 |
| Total fiduciary and related assets | $27,371,000 | 871 |
| Managed Assets ($) | $20,475,000 | 840 |
| Non-managed Assets ($) | $6,896,000 | 691 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 688 |
| 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 | $215,000 | 670 |
| 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 | $163,000 | 646 |
| 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 | $94,000 | 625 |
| 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 | $84,000 | 891 |
| Number of Managed Accounts | $71,000 | 774 |
| Number of Non-Managed Accounts | $13,000 | 861 |
| Total fiduciary and related assets | $23,716,000 | 905 |
| Managed Assets ($) | $21,029,000 | 831 |
| Non-managed Assets ($) | $2,687,000 | 852 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 673 |
| 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 | $238,000 | 653 |
| 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 | $151,000 | 671 |
| 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 | $83,000 | 645 |
| 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 | $77,000 | 934 |
| Number of Managed Accounts | $71,000 | 796 |
| Number of Non-Managed Accounts | $6,000 | 996 |
| Total fiduciary and related assets | $20,604,000 | 938 |
| Managed Assets ($) | $19,676,000 | 850 |
| Non-managed Assets ($) | $928,000 | 996 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 694 |
| 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 | $242,000 | 671 |
| 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 | $176,000 | 658 |
| 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 | $78,000 | 956 |
| Number of Managed Accounts | $72,000 | 812 |
| Number of Non-Managed Accounts | $6,000 | 1,014 |
| Total fiduciary and related assets | $25,796,000 | 935 |
| Managed Assets ($) | $24,508,000 | 856 |
| Non-managed Assets ($) | $1,288,000 | 982 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 725 |
| 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 | $205,000 | 728 |
| 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 | $145,000 | 720 |
| 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 | $75,000 | 722 |
| 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 | $73,000 | 983 |
| Number of Managed Accounts | $67,000 | 837 |
| Number of Non-Managed Accounts | $6,000 | 1,039 |
| Total fiduciary and related assets | $21,722,000 | 971 |
| Managed Assets ($) | $20,263,000 | 880 |
| Non-managed Assets ($) | $1,459,000 | 972 |
| Memoranda | ||
| Gross Fiduciary activities income | $246,000 | 752 |
| 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 | $196,000 | 738 |
| 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 | $145,000 | 724 |
| 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 | $77,000 | 712 |
| 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 | $73,000 | 1,010 |
| Number of Managed Accounts | $68,000 | 857 |
| Number of Non-Managed Accounts | $5,000 | 1,100 |
| Total fiduciary and related assets | $20,265,000 | 1,003 |
| Managed Assets ($) | $19,036,000 | 912 |
| Non-managed Assets ($) | $1,229,000 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 762 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,783 |
| 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 | $191,000 | 738 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,792 |
| 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 | $142,000 | 710 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,801 |
| 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 | $77,000 | 698 |
| 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 | $72,000 | 1,029 |
| Number of Managed Accounts | $66,000 | 862 |
| Number of Non-Managed Accounts | $6,000 | 1,081 |
| Total fiduciary and related assets | $19,076,000 | 1,006 |
| Managed Assets ($) | $18,217,000 | 915 |
| Non-managed Assets ($) | $859,000 | 1,072 |
| Memoranda | ||
| Gross Fiduciary activities income | $255,000 | 732 |
| 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 | $198,000 | 728 |
| 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 | $153,000 | 691 |
| 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 | $92,000 | 658 |
| 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 | $81,000 | 1,017 |
| Number of Managed Accounts | $76,000 | 849 |
| Number of Non-Managed Accounts | $5,000 | 1,119 |
| Total fiduciary and related assets | $22,077,000 | 993 |
| Managed Assets ($) | $20,957,000 | 891 |
| Non-managed Assets ($) | $1,120,000 | 1,072 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 725 |
| 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 | $231,000 | 698 |
| 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 | $179,000 | 665 |
| 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 | $104,000 | 633 |
| 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 | $78,000 | 1,051 |
| Number of Managed Accounts | $71,000 | 898 |
| Number of Non-Managed Accounts | $7,000 | 1,091 |
| Total fiduciary and related assets | $18,771,000 | 1,050 |
| Managed Assets ($) | $17,724,000 | 948 |
| Non-managed Assets ($) | $1,047,000 | 1,091 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 779 |
| 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 | $74,000 | 1,021 |
| Number of Managed Accounts | $47,000 | 995 |
| Number of Non-Managed Accounts | $27,000 | 760 |
| Total fiduciary and related assets | $18,345,000 | 999 |
| Managed Assets ($) | $10,932,000 | 1,010 |
| Non-managed Assets ($) | $7,413,000 | 680 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000 | 846 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |