Home > The Stephenson National Bank and Trust > Fiduciary and Related Services
The Stephenson National Bank and Trust, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,190,000 | 217 |
| Number of Managed Accounts | $1,126,000 | 185 |
| Number of Non-Managed Accounts | $64,000 | 333 |
| Total fiduciary and related assets | $706,125,000 | 299 |
| Managed Assets ($) | $574,369,000 | 285 |
| Non-managed Assets ($) | $131,756,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,191,000 | 255 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,202,000 | 210 |
| Number of Managed Accounts | $1,144,000 | 177 |
| Number of Non-Managed Accounts | $58,000 | 250 |
| Total fiduciary and related assets | $658,656,000 | 282 |
| Managed Assets ($) | $541,501,000 | 272 |
| Non-managed Assets ($) | $117,155,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 269 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,221,000 | 213 |
| Number of Managed Accounts | $1,164,000 | 180 |
| Number of Non-Managed Accounts | $57,000 | 369 |
| Total fiduciary and related assets | $638,488,000 | 303 |
| Managed Assets ($) | $530,396,000 | 291 |
| Non-managed Assets ($) | $108,092,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,215,000 | 263 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,225,000 | 209 |
| Number of Managed Accounts | $1,166,000 | 177 |
| Number of Non-Managed Accounts | $59,000 | 249 |
| Total fiduciary and related assets | $605,912,000 | 295 |
| Managed Assets ($) | $507,784,000 | 279 |
| Non-managed Assets ($) | $98,128,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,936,000 | 262 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,217,000 | 190 |
| Number of Managed Accounts | $1,158,000 | 164 |
| Number of Non-Managed Accounts | $59,000 | 247 |
| Total fiduciary and related assets | $637,284,000 | 264 |
| Managed Assets ($) | $533,811,000 | 251 |
| Non-managed Assets ($) | $103,473,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,687,000 | 227 |
| 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 | $1,204,000 | 194 |
| Number of Managed Accounts | $1,145,000 | 166 |
| Number of Non-Managed Accounts | $59,000 | 223 |
| Total fiduciary and related assets | $752,654,000 | 243 |
| Managed Assets ($) | $632,169,000 | 233 |
| Non-managed Assets ($) | $120,485,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,387,000 | 227 |
| 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 | $1,208,000 | 197 |
| Number of Managed Accounts | $1,149,000 | 162 |
| Number of Non-Managed Accounts | $59,000 | 339 |
| Total fiduciary and related assets | $744,331,000 | 260 |
| Managed Assets ($) | $619,362,000 | 250 |
| Non-managed Assets ($) | $124,969,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,417,000 | 225 |
| 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 | $1,214,000 | 190 |
| Number of Managed Accounts | $1,154,000 | 162 |
| Number of Non-Managed Accounts | $60,000 | 223 |
| Total fiduciary and related assets | $713,892,000 | 246 |
| Managed Assets ($) | $595,263,000 | 239 |
| Non-managed Assets ($) | $118,629,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,013,000 | 225 |
| 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 | $1,205,000 | 193 |
| Number of Managed Accounts | $1,143,000 | 166 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $716,765,000 | 257 |
| Managed Assets ($) | $596,833,000 | 248 |
| Non-managed Assets ($) | $119,932,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 227 |
| 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 | $1,192,000 | 191 |
| Number of Managed Accounts | $1,132,000 | 163 |
| Number of Non-Managed Accounts | $60,000 | 231 |
| Total fiduciary and related assets | $681,563,000 | 249 |
| Managed Assets ($) | $566,653,000 | 241 |
| Non-managed Assets ($) | $114,910,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 229 |
| 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 | $1,186,000 | 198 |
| Number of Managed Accounts | $1,125,000 | 167 |
| Number of Non-Managed Accounts | $61,000 | 339 |
| Total fiduciary and related assets | $656,827,000 | 260 |
| Managed Assets ($) | $545,048,000 | 250 |
| Non-managed Assets ($) | $111,779,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,801,000 | 228 |
| 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 | $1,178,000 | 191 |
| Number of Managed Accounts | $1,115,000 | 163 |
| Number of Non-Managed Accounts | $63,000 | 223 |
| Total fiduciary and related assets | $601,495,000 | 249 |
| Managed Assets ($) | $496,194,000 | 241 |
| Non-managed Assets ($) | $105,301,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,399,000 | 228 |
| 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 | $1,170,000 | 195 |
| Number of Managed Accounts | $1,111,000 | 169 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $565,768,000 | 268 |
| Managed Assets ($) | $466,109,000 | 259 |
| Non-managed Assets ($) | $99,659,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,253,000 | 230 |
| 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 | $1,166,000 | 191 |
| Number of Managed Accounts | $1,107,000 | 166 |
| Number of Non-Managed Accounts | $59,000 | 229 |
| Total fiduciary and related assets | $494,042,000 | 262 |
| Managed Assets ($) | $408,668,000 | 249 |
| Non-managed Assets ($) | $85,374,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,191,000 | 226 |
| 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 | $1,158,000 | 202 |
| Number of Managed Accounts | $1,100,000 | 171 |
| Number of Non-Managed Accounts | $58,000 | 367 |
| Total fiduciary and related assets | $589,651,000 | 269 |
| Managed Assets ($) | $487,935,000 | 253 |
| Non-managed Assets ($) | $101,716,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,214,000 | 236 |
| 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 | $1,154,000 | 192 |
| Number of Managed Accounts | $1,095,000 | 163 |
| Number of Non-Managed Accounts | $59,000 | 230 |
| Total fiduciary and related assets | $550,913,000 | 261 |
| Managed Assets ($) | $455,501,000 | 248 |
| Non-managed Assets ($) | $95,412,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,098,000 | 238 |
| 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 | $1,144,000 | 195 |
| Number of Managed Accounts | $1,084,000 | 167 |
| Number of Non-Managed Accounts | $60,000 | 240 |
| Total fiduciary and related assets | $552,047,000 | 270 |
| Managed Assets ($) | $455,001,000 | 255 |
| Non-managed Assets ($) | $97,046,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,998,000 | 243 |
| 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 | $1,146,000 | 193 |
| Number of Managed Accounts | $1,084,000 | 169 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $531,787,000 | 272 |
| Managed Assets ($) | $435,786,000 | 254 |
| Non-managed Assets ($) | $96,001,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 241 |
| 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 | $1,140,000 | 197 |
| Number of Managed Accounts | $1,078,000 | 168 |
| Number of Non-Managed Accounts | $62,000 | 356 |
| Total fiduciary and related assets | $488,318,000 | 282 |
| Managed Assets ($) | $403,014,000 | 259 |
| Non-managed Assets ($) | $85,304,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,098,000 | 237 |
| 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 | $1,155,000 | 188 |
| Number of Managed Accounts | $1,091,000 | 165 |
| Number of Non-Managed Accounts | $64,000 | 235 |
| Total fiduciary and related assets | $532,718,000 | 277 |
| Managed Assets ($) | $437,035,000 | 260 |
| Non-managed Assets ($) | $95,683,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,090,000 | 238 |
| 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 | $1,142,000 | 193 |
| Number of Managed Accounts | $1,078,000 | 167 |
| Number of Non-Managed Accounts | $64,000 | 240 |
| Total fiduciary and related assets | $518,823,000 | 280 |
| Managed Assets ($) | $426,031,000 | 262 |
| Non-managed Assets ($) | $92,792,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,059,000 | 237 |
| 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 | $1,138,000 | 195 |
| Number of Managed Accounts | $1,078,000 | 166 |
| Number of Non-Managed Accounts | $60,000 | 247 |
| Total fiduciary and related assets | $521,185,000 | 278 |
| Managed Assets ($) | $436,090,000 | 257 |
| Non-managed Assets ($) | $85,095,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 239 |
| 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 | $1,126,000 | 204 |
| Number of Managed Accounts | $1,066,000 | 170 |
| Number of Non-Managed Accounts | $60,000 | 368 |
| Total fiduciary and related assets | $519,974,000 | 277 |
| Managed Assets ($) | $436,804,000 | 261 |
| Non-managed Assets ($) | $83,170,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,744,000 | 243 |
| 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 | $1,121,000 | 198 |
| Number of Managed Accounts | $1,061,000 | 167 |
| Number of Non-Managed Accounts | $60,000 | 244 |
| Total fiduciary and related assets | $498,528,000 | 282 |
| Managed Assets ($) | $418,662,000 | 264 |
| Non-managed Assets ($) | $79,866,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,782,000 | 245 |
| 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 | $1,102,000 | 197 |
| Number of Managed Accounts | $1,040,000 | 168 |
| Number of Non-Managed Accounts | $62,000 | 243 |
| Total fiduciary and related assets | $485,372,000 | 280 |
| Managed Assets ($) | $407,777,000 | 264 |
| Non-managed Assets ($) | $77,595,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,828,000 | 245 |
| 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 | $1,069,000 | 202 |
| Number of Managed Accounts | $1,012,000 | 169 |
| Number of Non-Managed Accounts | $57,000 | 251 |
| Total fiduciary and related assets | $457,440,000 | 291 |
| Managed Assets ($) | $384,154,000 | 267 |
| Non-managed Assets ($) | $73,286,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 249 |
| 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 | $1,053,000 | 206 |
| Number of Managed Accounts | $998,000 | 170 |
| Number of Non-Managed Accounts | $55,000 | 407 |
| Total fiduciary and related assets | $437,143,000 | 292 |
| Managed Assets ($) | $369,040,000 | 270 |
| Non-managed Assets ($) | $68,103,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,403,000 | 253 |
| 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 | $1,048,000 | 204 |
| Number of Managed Accounts | $993,000 | 169 |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Total fiduciary and related assets | $438,485,000 | 287 |
| Managed Assets ($) | $370,682,000 | 266 |
| Non-managed Assets ($) | $67,803,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,488,000 | 254 |
| 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 | $1,049,000 | 205 |
| Number of Managed Accounts | $996,000 | 170 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $427,427,000 | 293 |
| Managed Assets ($) | $363,589,000 | 271 |
| Non-managed Assets ($) | $63,838,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,598,000 | 262 |
| 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 | $1,038,000 | 203 |
| Number of Managed Accounts | $987,000 | 172 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $414,376,000 | 295 |
| Managed Assets ($) | $350,964,000 | 273 |
| Non-managed Assets ($) | $63,412,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 261 |
| 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 | $1,015,000 | 214 |
| Number of Managed Accounts | $963,000 | 178 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Total fiduciary and related assets | $403,372,000 | 302 |
| Managed Assets ($) | $342,293,000 | 279 |
| Non-managed Assets ($) | $61,079,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,263,000 | 260 |
| 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 | $1,047,000 | 201 |
| Number of Managed Accounts | $995,000 | 166 |
| Number of Non-Managed Accounts | $52,000 | 269 |
| Total fiduciary and related assets | $397,680,000 | 302 |
| Managed Assets ($) | $339,289,000 | 279 |
| Non-managed Assets ($) | $58,391,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,462,000 | 262 |
| 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 | $1,058,000 | 202 |
| Number of Managed Accounts | $1,008,000 | 167 |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Total fiduciary and related assets | $415,414,000 | 303 |
| Managed Assets ($) | $354,100,000 | 280 |
| Non-managed Assets ($) | $61,314,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 260 |
| 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 | $1,023,000 | 204 |
| Number of Managed Accounts | $977,000 | 168 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $414,608,000 | 303 |
| Managed Assets ($) | $350,434,000 | 282 |
| Non-managed Assets ($) | $64,174,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 268 |
| 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 | $1,027,000 | 211 |
| Number of Managed Accounts | $978,000 | 167 |
| Number of Non-Managed Accounts | $49,000 | 463 |
| Total fiduciary and related assets | $404,205,000 | 308 |
| Managed Assets ($) | $342,869,000 | 286 |
| Non-managed Assets ($) | $61,336,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,073,000 | 270 |
| 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 | $1,009,000 | 210 |
| Number of Managed Accounts | $961,000 | 173 |
| Number of Non-Managed Accounts | $48,000 | 278 |
| Total fiduciary and related assets | $393,121,000 | 308 |
| Managed Assets ($) | $333,900,000 | 291 |
| Non-managed Assets ($) | $59,221,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,255,000 | 274 |
| 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 | $1,003,000 | 212 |
| Number of Managed Accounts | $954,000 | 174 |
| Number of Non-Managed Accounts | $49,000 | 272 |
| Total fiduciary and related assets | $403,759,000 | 303 |
| Managed Assets ($) | $340,482,000 | 288 |
| Non-managed Assets ($) | $63,277,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,482,000 | 275 |
| 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 | $1,002,000 | 211 |
| Number of Managed Accounts | $954,000 | 175 |
| Number of Non-Managed Accounts | $48,000 | 277 |
| Total fiduciary and related assets | $393,264,000 | 304 |
| Managed Assets ($) | $332,069,000 | 288 |
| Non-managed Assets ($) | $61,195,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 277 |
| 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 | $1,000,000 | 221 |
| Number of Managed Accounts | $949,000 | 174 |
| Number of Non-Managed Accounts | $51,000 | 464 |
| Total fiduciary and related assets | $384,145,000 | 310 |
| Managed Assets ($) | $323,883,000 | 289 |
| Non-managed Assets ($) | $60,262,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,803,000 | 274 |
| 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 | $1,016,000 | 202 |
| Number of Managed Accounts | $965,000 | 165 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $369,252,000 | 308 |
| Managed Assets ($) | $311,801,000 | 287 |
| Non-managed Assets ($) | $57,451,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,070,000 | 271 |
| 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 | $1,009,000 | 204 |
| Number of Managed Accounts | $960,000 | 163 |
| Number of Non-Managed Accounts | $49,000 | 275 |
| Total fiduciary and related assets | $356,317,000 | 308 |
| Managed Assets ($) | $300,995,000 | 284 |
| Non-managed Assets ($) | $55,322,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,394,000 | 270 |
| 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 | $982,000 | 210 |
| Number of Managed Accounts | $934,000 | 166 |
| Number of Non-Managed Accounts | $48,000 | 276 |
| Total fiduciary and related assets | $360,279,000 | 302 |
| Managed Assets ($) | $305,614,000 | 281 |
| Non-managed Assets ($) | $54,665,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000 | 266 |
| 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 | $971,000 | 219 |
| Number of Managed Accounts | $923,000 | 168 |
| Number of Non-Managed Accounts | $48,000 | 489 |
| Total fiduciary and related assets | $347,911,000 | 304 |
| Managed Assets ($) | $295,672,000 | 279 |
| Non-managed Assets ($) | $52,239,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,333,000 | 282 |
| 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 | $926,000 | 212 |
| Number of Managed Accounts | $878,000 | 168 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $336,210,000 | 305 |
| Managed Assets ($) | $280,816,000 | 283 |
| Non-managed Assets ($) | $55,394,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,708,000 | 286 |
| 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 | $894,000 | 217 |
| Number of Managed Accounts | $847,000 | 175 |
| Number of Non-Managed Accounts | $47,000 | 269 |
| Total fiduciary and related assets | $322,914,000 | 306 |
| Managed Assets ($) | $269,318,000 | 280 |
| Non-managed Assets ($) | $53,596,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,128,000 | 290 |
| 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 | $854,000 | 226 |
| Number of Managed Accounts | $810,000 | 182 |
| Number of Non-Managed Accounts | $44,000 | 266 |
| Total fiduciary and related assets | $315,151,000 | 313 |
| Managed Assets ($) | $262,381,000 | 288 |
| Non-managed Assets ($) | $52,770,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $569,000 | 290 |
| 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 | $827,000 | 250 |
| Number of Managed Accounts | $784,000 | 190 |
| Number of Non-Managed Accounts | $43,000 | 518 |
| Total fiduciary and related assets | $321,924,000 | 305 |
| Managed Assets ($) | $253,671,000 | 288 |
| Non-managed Assets ($) | $68,253,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,260,000 | 249 |
| 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 | $794,000 | 236 |
| Number of Managed Accounts | $749,000 | 189 |
| Number of Non-Managed Accounts | $45,000 | 275 |
| Total fiduciary and related assets | $294,988,000 | 306 |
| Managed Assets ($) | $231,082,000 | 288 |
| Non-managed Assets ($) | $63,906,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 245 |
| 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 | $728,000 | 251 |
| Number of Managed Accounts | $684,000 | 208 |
| Number of Non-Managed Accounts | $44,000 | 278 |
| Total fiduciary and related assets | $310,533,000 | 312 |
| Managed Assets ($) | $238,473,000 | 296 |
| Non-managed Assets ($) | $72,060,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,104,000 | 249 |
| 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 | $699,000 | 258 |
| Number of Managed Accounts | $659,000 | 209 |
| Number of Non-Managed Accounts | $40,000 | 283 |
| Total fiduciary and related assets | $311,409,000 | 314 |
| Managed Assets ($) | $240,266,000 | 298 |
| Non-managed Assets ($) | $71,143,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 253 |
| 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 | $668,000 | 297 |
| Number of Managed Accounts | $628,000 | 234 |
| Number of Non-Managed Accounts | $40,000 | 568 |
| Total fiduciary and related assets | $292,201,000 | 324 |
| Managed Assets ($) | $226,436,000 | 312 |
| Non-managed Assets ($) | $65,765,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,752,000 | 287 |
| 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 | $1,205,000 | 299 |
| 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 | $773,000 | 313 |
| 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 | $352,000 | 330 |
| 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 | $567,000 | 345 |
| Number of Managed Accounts | $520,000 | 267 |
| Number of Non-Managed Accounts | $47,000 | 545 |
| Total fiduciary and related assets | $243,722,000 | 349 |
| Managed Assets ($) | $177,883,000 | 343 |
| Non-managed Assets ($) | $65,839,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,120,000 | 360 |
| 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 | $507,000 | 301 |
| Number of Managed Accounts | $460,000 | 255 |
| Number of Non-Managed Accounts | $47,000 | 262 |
| Total fiduciary and related assets | $185,809,000 | 343 |
| Managed Assets ($) | $123,259,000 | 323 |
| Non-managed Assets ($) | $62,550,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 370 |
| 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 | $427,000 | 317 |
| Number of Managed Accounts | $379,000 | 284 |
| Number of Non-Managed Accounts | $48,000 | 266 |
| Total fiduciary and related assets | $167,078,000 | 353 |
| Managed Assets ($) | $107,871,000 | 333 |
| Non-managed Assets ($) | $59,207,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 378 |
| 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 | $424,000 | 317 |
| Number of Managed Accounts | $375,000 | 284 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $158,001,000 | 353 |
| Managed Assets ($) | $102,487,000 | 334 |
| Non-managed Assets ($) | $55,514,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 378 |
| 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 | $423,000 | 425 |
| Number of Managed Accounts | $376,000 | 348 |
| Number of Non-Managed Accounts | $47,000 | 555 |
| Total fiduciary and related assets | $161,771,000 | 433 |
| Managed Assets ($) | $104,231,000 | 457 |
| Non-managed Assets ($) | $57,540,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,190,000 | 369 |
| 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 | $427,000 | 332 |
| Number of Managed Accounts | $379,000 | 293 |
| Number of Non-Managed Accounts | $48,000 | 281 |
| Total fiduciary and related assets | $174,522,000 | 377 |
| Managed Assets ($) | $111,123,000 | 356 |
| Non-managed Assets ($) | $63,399,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 366 |
| 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 | $431,000 | 335 |
| Number of Managed Accounts | $381,000 | 294 |
| Number of Non-Managed Accounts | $50,000 | 283 |
| Total fiduciary and related assets | $194,797,000 | 379 |
| Managed Assets ($) | $121,136,000 | 357 |
| Non-managed Assets ($) | $73,661,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 374 |
| 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 | $423,000 | 340 |
| Number of Managed Accounts | $373,000 | 299 |
| Number of Non-Managed Accounts | $50,000 | 284 |
| Total fiduciary and related assets | $193,341,000 | 389 |
| Managed Assets ($) | $120,441,000 | 366 |
| Non-managed Assets ($) | $72,900,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 370 |
| 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 | $425,000 | 426 |
| Number of Managed Accounts | $374,000 | 347 |
| Number of Non-Managed Accounts | $51,000 | 538 |
| Total fiduciary and related assets | $193,646,000 | 442 |
| Managed Assets ($) | $123,776,000 | 454 |
| Non-managed Assets ($) | $69,870,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 348 |
| 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 | $421,000 | 326 |
| Number of Managed Accounts | $371,000 | 290 |
| Number of Non-Managed Accounts | $50,000 | 269 |
| Total fiduciary and related assets | $197,861,000 | 371 |
| Managed Assets ($) | $127,321,000 | 352 |
| Non-managed Assets ($) | $70,540,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,067,000 | 331 |
| 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 | $407,000 | 335 |
| Number of Managed Accounts | $357,000 | 297 |
| Number of Non-Managed Accounts | $50,000 | 281 |
| Total fiduciary and related assets | $200,739,000 | 377 |
| Managed Assets ($) | $131,424,000 | 356 |
| Non-managed Assets ($) | $69,315,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 333 |
| 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 | $393,000 | 337 |
| Number of Managed Accounts | $342,000 | 298 |
| Number of Non-Managed Accounts | $51,000 | 278 |
| Total fiduciary and related assets | $194,602,000 | 379 |
| Managed Assets ($) | $128,017,000 | 359 |
| Non-managed Assets ($) | $66,585,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 333 |
| 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 | $382,000 | 445 |
| Number of Managed Accounts | $331,000 | 362 |
| Number of Non-Managed Accounts | $51,000 | 550 |
| Total fiduciary and related assets | $192,047,000 | 440 |
| Managed Assets ($) | $127,728,000 | 442 |
| Non-managed Assets ($) | $64,319,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 362 |
| 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 | $852,000 | 365 |
| 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 | $538,000 | 382 |
| 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 | $271,000 | 381 |
| 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 | $340,000 | 491 |
| Number of Managed Accounts | $301,000 | 407 |
| Number of Non-Managed Accounts | $39,000 | 639 |
| Total fiduciary and related assets | $154,222,000 | 480 |
| Managed Assets ($) | $109,691,000 | 471 |
| Non-managed Assets ($) | $44,531,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 387 |
| 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 | $353,000 | 345 |
| Number of Managed Accounts | $310,000 | 313 |
| Number of Non-Managed Accounts | $43,000 | 300 |
| Total fiduciary and related assets | $153,812,000 | 374 |
| Managed Assets ($) | $110,521,000 | 345 |
| Non-managed Assets ($) | $43,291,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $735,000 | 387 |
| 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 | $346,000 | 355 |
| Number of Managed Accounts | $301,000 | 321 |
| Number of Non-Managed Accounts | $45,000 | 303 |
| Total fiduciary and related assets | $144,582,000 | 391 |
| Managed Assets ($) | $103,043,000 | 361 |
| Non-managed Assets ($) | $41,539,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 393 |
| 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 | $350,000 | 357 |
| Number of Managed Accounts | $301,000 | 323 |
| Number of Non-Managed Accounts | $49,000 | 299 |
| Total fiduciary and related assets | $146,193,000 | 389 |
| Managed Assets ($) | $106,199,000 | 359 |
| Non-managed Assets ($) | $39,994,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $241,000 | 399 |
| 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 | $354,000 | 483 |
| Number of Managed Accounts | $303,000 | 398 |
| Number of Non-Managed Accounts | $51,000 | 587 |
| Total fiduciary and related assets | $141,793,000 | 482 |
| Managed Assets ($) | $101,804,000 | 480 |
| Non-managed Assets ($) | $39,989,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $870,000 | 408 |
| 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 | $354,000 | 348 |
| Number of Managed Accounts | $298,000 | 315 |
| Number of Non-Managed Accounts | $56,000 | 294 |
| Total fiduciary and related assets | $136,992,000 | 383 |
| Managed Assets ($) | $100,016,000 | 349 |
| Non-managed Assets ($) | $36,976,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 417 |
| 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 | $352,000 | 355 |
| Number of Managed Accounts | $305,000 | 314 |
| Number of Non-Managed Accounts | $47,000 | 315 |
| Total fiduciary and related assets | $132,336,000 | 389 |
| Managed Assets ($) | $102,907,000 | 353 |
| Non-managed Assets ($) | $29,429,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 426 |
| 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 | $342,000 | 359 |
| Number of Managed Accounts | $295,000 | 321 |
| Number of Non-Managed Accounts | $47,000 | 317 |
| Total fiduciary and related assets | $114,102,000 | 398 |
| Managed Assets ($) | $86,211,000 | 365 |
| Non-managed Assets ($) | $27,891,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 419 |
| 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 | $339,000 | 507 |
| Number of Managed Accounts | $293,000 | 415 |
| Number of Non-Managed Accounts | $46,000 | 636 |
| Total fiduciary and related assets | $111,390,000 | 537 |
| Managed Assets ($) | $89,185,000 | 489 |
| Non-managed Assets ($) | $22,205,000 | 491 |
| Memoranda | ||
| Gross Fiduciary activities income | $988,000 | 388 |
| 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 | $488,000 | 334 |
| Number of Managed Accounts | $359,000 | 304 |
| Number of Non-Managed Accounts | $129,000 | 249 |
| Total fiduciary and related assets | $215,524,000 | 373 |
| Managed Assets ($) | $110,150,000 | 355 |
| Non-managed Assets ($) | $105,374,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $770,000 | 386 |
| 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 | $483,000 | 341 |
| Number of Managed Accounts | $353,000 | 309 |
| Number of Non-Managed Accounts | $130,000 | 257 |
| Total fiduciary and related assets | $206,476,000 | 377 |
| Managed Assets ($) | $106,239,000 | 362 |
| Non-managed Assets ($) | $100,237,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $504,000 | 394 |
| 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 | $482,000 | 342 |
| Number of Managed Accounts | $354,000 | 317 |
| Number of Non-Managed Accounts | $128,000 | 264 |
| Total fiduciary and related assets | $193,378,000 | 389 |
| Managed Assets ($) | $98,917,000 | 374 |
| Non-managed Assets ($) | $94,461,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 398 |
| 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 | $476,000 | 424 |
| Number of Managed Accounts | $356,000 | 385 |
| Number of Non-Managed Accounts | $120,000 | 390 |
| Total fiduciary and related assets | $188,869,000 | 426 |
| Managed Assets ($) | $99,690,000 | 475 |
| Non-managed Assets ($) | $89,179,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 424 |
| 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 | $487,000 | 392 |
| Number of Managed Accounts | $376,000 | 354 |
| Number of Non-Managed Accounts | $111,000 | 386 |
| Total fiduciary and related assets | $199,304,000 | 399 |
| Managed Assets ($) | $110,602,000 | 436 |
| Non-managed Assets ($) | $88,702,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 437 |
| 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 | $772,000 | 477 |
| 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 | $613,000 | 582 |
| 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 | $471,000 | 655 |
| 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 | $427,000 | 710 |
| 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 | $365,000 | 803 |
| 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 |