Home > Two Rivers Bank & Trust > Fiduciary and Related Services
Two Rivers Bank & 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 | $1,138,000 | 227 |
| Number of Managed Accounts | $952,000 | 216 |
| Number of Non-Managed Accounts | $186,000 | 173 |
| Total fiduciary and related assets | $718,047,000 | 295 |
| Managed Assets ($) | $453,003,000 | 314 |
| Non-managed Assets ($) | $265,044,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,895,000 | 339 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,141,000 | 343 |
| 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 | $1,100,000 | 225 |
| Number of Managed Accounts | $929,000 | 211 |
| Number of Non-Managed Accounts | $171,000 | 162 |
| Total fiduciary and related assets | $651,525,000 | 296 |
| Managed Assets ($) | $401,865,000 | 320 |
| Non-managed Assets ($) | $249,660,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 339 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 360 |
| 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 | $1,067,000 | 238 |
| Number of Managed Accounts | $918,000 | 220 |
| Number of Non-Managed Accounts | $149,000 | 208 |
| Total fiduciary and related assets | $575,186,000 | 325 |
| Managed Assets ($) | $383,336,000 | 336 |
| Non-managed Assets ($) | $191,850,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,726,000 | 356 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,067,000 | 351 |
| 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 | $1,047,000 | 215 |
| Number of Managed Accounts | $925,000 | 197 |
| Number of Non-Managed Accounts | $122,000 | 178 |
| Total fiduciary and related assets | $590,054,000 | 275 |
| Managed Assets ($) | $376,479,000 | 294 |
| Non-managed Assets ($) | $213,575,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,411,000 | 313 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 310 |
| 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 | $1,018,000 | 225 |
| Number of Managed Accounts | $920,000 | 199 |
| Number of Non-Managed Accounts | $98,000 | 246 |
| Total fiduciary and related assets | $654,536,000 | 284 |
| Managed Assets ($) | $426,207,000 | 296 |
| Non-managed Assets ($) | $228,329,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,640,000 | 322 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 323 |
| 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 | $933,000 | 233 |
| Number of Managed Accounts | $873,000 | 208 |
| Number of Non-Managed Accounts | $60,000 | 246 |
| Total fiduciary and related assets | $556,039,000 | 293 |
| Managed Assets ($) | $423,714,000 | 285 |
| Non-managed Assets ($) | $132,325,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,264,000 | 323 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 322 |
| 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 | $888,000 | 245 |
| Number of Managed Accounts | $828,000 | 217 |
| Number of Non-Managed Accounts | $60,000 | 342 |
| Total fiduciary and related assets | $486,696,000 | 304 |
| Managed Assets ($) | $371,777,000 | 298 |
| Non-managed Assets ($) | $114,919,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 329 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 325 |
| 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 | $864,000 | 239 |
| Number of Managed Accounts | $805,000 | 216 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $435,602,000 | 305 |
| Managed Assets ($) | $327,276,000 | 301 |
| Non-managed Assets ($) | $108,326,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,104,000 | 324 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 321 |
| 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 | $829,000 | 250 |
| Number of Managed Accounts | $767,000 | 223 |
| Number of Non-Managed Accounts | $62,000 | 352 |
| Total fiduciary and related assets | $422,994,000 | 313 |
| Managed Assets ($) | $318,229,000 | 310 |
| Non-managed Assets ($) | $104,765,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,992,000 | 351 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,491,000 | 353 |
| 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 | $807,000 | 242 |
| Number of Managed Accounts | $745,000 | 221 |
| Number of Non-Managed Accounts | $62,000 | 237 |
| Total fiduciary and related assets | $407,320,000 | 310 |
| Managed Assets ($) | $304,079,000 | 309 |
| Non-managed Assets ($) | $103,241,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $951,000 | 360 |
| 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 | $795,000 | 244 |
| Number of Managed Accounts | $731,000 | 222 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $406,807,000 | 308 |
| Managed Assets ($) | $306,212,000 | 310 |
| Non-managed Assets ($) | $100,595,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 357 |
| 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 | $763,000 | 259 |
| Number of Managed Accounts | $699,000 | 231 |
| Number of Non-Managed Accounts | $64,000 | 348 |
| Total fiduciary and related assets | $351,054,000 | 325 |
| Managed Assets ($) | $253,243,000 | 328 |
| Non-managed Assets ($) | $97,811,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,835,000 | 367 |
| 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 | $759,000 | 250 |
| Number of Managed Accounts | $696,000 | 227 |
| Number of Non-Managed Accounts | $63,000 | 237 |
| Total fiduciary and related assets | $367,491,000 | 336 |
| Managed Assets ($) | $267,953,000 | 331 |
| Non-managed Assets ($) | $99,538,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 364 |
| 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 | $766,000 | 252 |
| Number of Managed Accounts | $703,000 | 229 |
| Number of Non-Managed Accounts | $63,000 | 241 |
| Total fiduciary and related assets | $356,329,000 | 338 |
| Managed Assets ($) | $261,892,000 | 335 |
| Non-managed Assets ($) | $94,437,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $901,000 | 371 |
| 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 | $752,000 | 255 |
| Number of Managed Accounts | $688,000 | 234 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $344,408,000 | 341 |
| Managed Assets ($) | $250,147,000 | 339 |
| Non-managed Assets ($) | $94,261,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 371 |
| 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 | $636,000 | 299 |
| Number of Managed Accounts | $574,000 | 265 |
| Number of Non-Managed Accounts | $62,000 | 360 |
| Total fiduciary and related assets | $341,007,000 | 345 |
| Managed Assets ($) | $257,602,000 | 341 |
| Non-managed Assets ($) | $83,405,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,653,000 | 373 |
| 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 | $727,000 | 261 |
| Number of Managed Accounts | $727,000 | 223 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $328,952,000 | 344 |
| Managed Assets ($) | $328,952,000 | 301 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,204,000 | 376 |
| 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 | $727,000 | 263 |
| Number of Managed Accounts | $727,000 | 225 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $325,433,000 | 342 |
| Managed Assets ($) | $325,433,000 | 295 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 380 |
| 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 | $722,000 | 262 |
| Number of Managed Accounts | $722,000 | 224 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $301,033,000 | 354 |
| Managed Assets ($) | $301,033,000 | 306 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 387 |
| 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 | $706,000 | 283 |
| Number of Managed Accounts | $705,000 | 224 |
| Number of Non-Managed Accounts | $1,000 | 932 |
| Total fiduciary and related assets | $286,045,000 | 361 |
| Managed Assets ($) | $286,044,000 | 309 |
| Non-managed Assets ($) | $1,000 | 983 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 383 |
| 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 | $706,000 | 265 |
| Number of Managed Accounts | $705,000 | 221 |
| Number of Non-Managed Accounts | $1,000 | 392 |
| Total fiduciary and related assets | $280,479,000 | 359 |
| Managed Assets ($) | $280,478,000 | 308 |
| Non-managed Assets ($) | $1,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 383 |
| 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 | $696,000 | 268 |
| Number of Managed Accounts | $695,000 | 228 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $267,233,000 | 365 |
| Managed Assets ($) | $267,230,000 | 314 |
| Non-managed Assets ($) | $3,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 381 |
| 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 | $680,000 | 270 |
| Number of Managed Accounts | $679,000 | 228 |
| Number of Non-Managed Accounts | $1,000 | 398 |
| Total fiduciary and related assets | $263,798,000 | 367 |
| Managed Assets ($) | $263,796,000 | 315 |
| Non-managed Assets ($) | $2,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $357,000 | 393 |
| 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 | $674,000 | 286 |
| Number of Managed Accounts | $672,000 | 233 |
| Number of Non-Managed Accounts | $2,000 | 931 |
| Total fiduciary and related assets | $266,578,000 | 371 |
| Managed Assets ($) | $266,538,000 | 310 |
| Non-managed Assets ($) | $40,000 | 986 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 391 |
| 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 | $683,000 | 269 |
| Number of Managed Accounts | $681,000 | 227 |
| Number of Non-Managed Accounts | $2,000 | 386 |
| Total fiduciary and related assets | $269,152,000 | 364 |
| Managed Assets ($) | $269,116,000 | 309 |
| Non-managed Assets ($) | $36,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,085,000 | 396 |
| 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 | $679,000 | 272 |
| Number of Managed Accounts | $677,000 | 231 |
| Number of Non-Managed Accounts | $2,000 | 390 |
| Total fiduciary and related assets | $270,492,000 | 373 |
| Managed Assets ($) | $270,453,000 | 314 |
| Non-managed Assets ($) | $39,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 398 |
| 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 | $687,000 | 272 |
| Number of Managed Accounts | $685,000 | 227 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $274,244,000 | 375 |
| Managed Assets ($) | $274,205,000 | 312 |
| Non-managed Assets ($) | $39,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 402 |
| 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 | $693,000 | 288 |
| Number of Managed Accounts | $659,000 | 241 |
| Number of Non-Managed Accounts | $34,000 | 542 |
| Total fiduciary and related assets | $273,911,000 | 380 |
| Managed Assets ($) | $226,279,000 | 345 |
| Non-managed Assets ($) | $47,632,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,512,000 | 388 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,135,000 | 391 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $757,000 | 389 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $340,000 | 411 |
| 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 | $693,000 | 288 |
| Number of Managed Accounts | $663,000 | 235 |
| Number of Non-Managed Accounts | $30,000 | 583 |
| Total fiduciary and related assets | $246,068,000 | 392 |
| Managed Assets ($) | $212,240,000 | 357 |
| Non-managed Assets ($) | $33,828,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,475,000 | 381 |
| 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 | $698,000 | 264 |
| Number of Managed Accounts | $575,000 | 247 |
| Number of Non-Managed Accounts | $123,000 | 194 |
| Total fiduciary and related assets | $231,777,000 | 365 |
| Managed Assets ($) | $189,857,000 | 340 |
| Non-managed Assets ($) | $41,920,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,055,000 | 392 |
| 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 | $700,000 | 262 |
| Number of Managed Accounts | $571,000 | 244 |
| Number of Non-Managed Accounts | $129,000 | 191 |
| Total fiduciary and related assets | $238,940,000 | 365 |
| Managed Assets ($) | $197,751,000 | 332 |
| Non-managed Assets ($) | $41,189,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $723,000 | 385 |
| 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 | $739,000 | 257 |
| Number of Managed Accounts | $603,000 | 237 |
| Number of Non-Managed Accounts | $136,000 | 182 |
| Total fiduciary and related assets | $258,832,000 | 364 |
| Managed Assets ($) | $218,453,000 | 314 |
| Non-managed Assets ($) | $40,379,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000 | 382 |
| 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 | $774,000 | 268 |
| Number of Managed Accounts | $640,000 | 235 |
| Number of Non-Managed Accounts | $134,000 | 264 |
| Total fiduciary and related assets | $267,906,000 | 357 |
| Managed Assets ($) | $228,262,000 | 313 |
| Non-managed Assets ($) | $39,644,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,480,000 | 367 |
| 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 | $789,000 | 238 |
| Number of Managed Accounts | $656,000 | 216 |
| Number of Non-Managed Accounts | $133,000 | 178 |
| Total fiduciary and related assets | $267,451,000 | 343 |
| Managed Assets ($) | $232,193,000 | 300 |
| Non-managed Assets ($) | $35,258,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 365 |
| 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 | $814,000 | 233 |
| Number of Managed Accounts | $672,000 | 212 |
| Number of Non-Managed Accounts | $142,000 | 177 |
| Total fiduciary and related assets | $272,878,000 | 335 |
| Managed Assets ($) | $237,492,000 | 295 |
| Non-managed Assets ($) | $35,386,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $741,000 | 371 |
| 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 | $752,000 | 240 |
| Number of Managed Accounts | $679,000 | 212 |
| Number of Non-Managed Accounts | $73,000 | 222 |
| Total fiduciary and related assets | $275,542,000 | 337 |
| Managed Assets ($) | $240,117,000 | 294 |
| Non-managed Assets ($) | $35,425,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 351 |
| 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 | $785,000 | 258 |
| Number of Managed Accounts | $712,000 | 210 |
| Number of Non-Managed Accounts | $73,000 | 388 |
| Total fiduciary and related assets | $266,104,000 | 342 |
| Managed Assets ($) | $232,439,000 | 300 |
| Non-managed Assets ($) | $33,665,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 313 |
| 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 | $801,000 | 235 |
| Number of Managed Accounts | $741,000 | 191 |
| Number of Non-Managed Accounts | $60,000 | 252 |
| Total fiduciary and related assets | $259,775,000 | 333 |
| Managed Assets ($) | $229,079,000 | 289 |
| Non-managed Assets ($) | $30,696,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 311 |
| 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 | $816,000 | 233 |
| Number of Managed Accounts | $787,000 | 180 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $281,010,000 | 335 |
| Managed Assets ($) | $259,624,000 | 283 |
| Non-managed Assets ($) | $21,386,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $768,000 | 319 |
| 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 | $820,000 | 235 |
| Number of Managed Accounts | $810,000 | 174 |
| Number of Non-Managed Accounts | $10,000 | 359 |
| Total fiduciary and related assets | $263,631,000 | 345 |
| Managed Assets ($) | $258,784,000 | 285 |
| Non-managed Assets ($) | $4,847,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 311 |
| 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 | $825,000 | 256 |
| Number of Managed Accounts | $815,000 | 180 |
| Number of Non-Managed Accounts | $10,000 | 892 |
| Total fiduciary and related assets | $264,763,000 | 342 |
| Managed Assets ($) | $259,994,000 | 287 |
| Non-managed Assets ($) | $4,769,000 | 754 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 292 |
| 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 | $868,000 | 228 |
| Number of Managed Accounts | $858,000 | 164 |
| Number of Non-Managed Accounts | $10,000 | 355 |
| Total fiduciary and related assets | $290,649,000 | 313 |
| Managed Assets ($) | $285,787,000 | 260 |
| Non-managed Assets ($) | $4,862,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 286 |
| 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 | $878,000 | 226 |
| Number of Managed Accounts | $868,000 | 162 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $285,252,000 | 306 |
| Managed Assets ($) | $280,087,000 | 255 |
| Non-managed Assets ($) | $5,165,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $866,000 | 285 |
| 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 | $866,000 | 227 |
| Number of Managed Accounts | $856,000 | 163 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $299,317,000 | 310 |
| Managed Assets ($) | $293,647,000 | 258 |
| Non-managed Assets ($) | $5,670,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $402,000 | 300 |
| 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 | $866,000 | 251 |
| Number of Managed Accounts | $859,000 | 173 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $292,750,000 | 315 |
| Managed Assets ($) | $287,411,000 | 258 |
| Non-managed Assets ($) | $5,339,000 | 730 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 302 |
| 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 | $1,083,000 | 305 |
| 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 | $0 | 1,340 |
| 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 | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,574 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $1,000 | 1,180 |
| Total fiduciary and related assets | $389,000 | 1,496 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $389,000 | 1,085 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,385 |
| 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 | $0 | 1,405 |
| 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 | $0 | 1,395 |
| 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 | $0 | 1,326 |
| 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 | $1,000 | 1,642 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $12,000 | 1,673 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $12,000 | 1,271 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 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 | $0 | 1,458 |
| 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 | $0 | 1,429 |
| 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 | $1,000 | 449 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $72,000 | 448 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $72,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| 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 | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| 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 | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| 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 | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| 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 | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| 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 | $0 | 1,480 |