Home > Union Savings Bank > Fiduciary and Related Services
Union Savings Bank, 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 | $557,000 | 352 |
| Number of Managed Accounts | $554,000 | 302 |
| Number of Non-Managed Accounts | $3,000 | 720 |
| Total fiduciary and related assets | $501,254,000 | 337 |
| Managed Assets ($) | $499,638,000 | 300 |
| Non-managed Assets ($) | $1,616,000 | 663 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,422,000 | 317 |
| 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 | $2,552,000 | 320 |
| 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 | $526,000 | 340 |
| Number of Managed Accounts | $525,000 | 296 |
| Number of Non-Managed Accounts | $1,000 | 426 |
| Total fiduciary and related assets | $454,358,000 | 342 |
| Managed Assets ($) | $453,501,000 | 304 |
| Non-managed Assets ($) | $857,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,688,000 | 310 |
| 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 | $799,000 | 333 |
| 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 | $502,000 | 371 |
| Number of Managed Accounts | $501,000 | 323 |
| Number of Non-Managed Accounts | $1,000 | 816 |
| Total fiduciary and related assets | $420,786,000 | 358 |
| Managed Assets ($) | $419,897,000 | 321 |
| Non-managed Assets ($) | $889,000 | 735 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,362,000 | 325 |
| 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 | $2,565,000 | 320 |
| 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 | $498,000 | 317 |
| Number of Managed Accounts | $496,000 | 283 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $403,075,000 | 318 |
| Managed Assets ($) | $401,597,000 | 279 |
| Non-managed Assets ($) | $1,478,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 280 |
| 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 | $886,000 | 283 |
| 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 | $487,000 | 346 |
| Number of Managed Accounts | $485,000 | 298 |
| Number of Non-Managed Accounts | $2,000 | 759 |
| Total fiduciary and related assets | $477,726,000 | 319 |
| Managed Assets ($) | $475,989,000 | 280 |
| Non-managed Assets ($) | $1,737,000 | 668 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,448,000 | 285 |
| 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 | $2,583,000 | 283 |
| 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 | $489,000 | 313 |
| Number of Managed Accounts | $487,000 | 284 |
| Number of Non-Managed Accounts | $2,000 | 384 |
| Total fiduciary and related assets | $458,156,000 | 315 |
| Managed Assets ($) | $456,510,000 | 276 |
| Non-managed Assets ($) | $1,646,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,733,000 | 281 |
| 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 | $795,000 | 291 |
| 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 | $474,000 | 344 |
| Number of Managed Accounts | $472,000 | 295 |
| Number of Non-Managed Accounts | $2,000 | 776 |
| Total fiduciary and related assets | $423,913,000 | 321 |
| Managed Assets ($) | $422,305,000 | 283 |
| Non-managed Assets ($) | $1,608,000 | 681 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,058,000 | 284 |
| 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 | $2,268,000 | 277 |
| 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 | $479,000 | 313 |
| Number of Managed Accounts | $477,000 | 280 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $376,349,000 | 325 |
| Managed Assets ($) | $374,891,000 | 283 |
| Non-managed Assets ($) | $1,458,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,522,000 | 274 |
| 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 | $746,000 | 283 |
| 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 | $485,000 | 336 |
| Number of Managed Accounts | $482,000 | 291 |
| Number of Non-Managed Accounts | $3,000 | 775 |
| Total fiduciary and related assets | $390,925,000 | 324 |
| Managed Assets ($) | $386,301,000 | 286 |
| Non-managed Assets ($) | $4,624,000 | 613 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,985,000 | 279 |
| 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 | $2,232,000 | 279 |
| 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 | $490,000 | 303 |
| Number of Managed Accounts | $487,000 | 277 |
| Number of Non-Managed Accounts | $3,000 | 366 |
| Total fiduciary and related assets | $379,818,000 | 325 |
| Managed Assets ($) | $375,452,000 | 283 |
| Non-managed Assets ($) | $4,366,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 280 |
| 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 | $485,000 | 307 |
| Number of Managed Accounts | $482,000 | 280 |
| Number of Non-Managed Accounts | $3,000 | 369 |
| Total fiduciary and related assets | $371,485,000 | 328 |
| Managed Assets ($) | $367,213,000 | 285 |
| Non-managed Assets ($) | $4,272,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 287 |
| 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 | $478,000 | 341 |
| Number of Managed Accounts | $475,000 | 295 |
| Number of Non-Managed Accounts | $3,000 | 805 |
| Total fiduciary and related assets | $341,372,000 | 332 |
| Managed Assets ($) | $337,494,000 | 287 |
| Non-managed Assets ($) | $3,878,000 | 654 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,073,000 | 276 |
| 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 | $483,000 | 305 |
| Number of Managed Accounts | $480,000 | 276 |
| Number of Non-Managed Accounts | $3,000 | 372 |
| Total fiduciary and related assets | $380,156,000 | 330 |
| Managed Assets ($) | $375,957,000 | 283 |
| Non-managed Assets ($) | $4,199,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,348,000 | 273 |
| 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 | $482,000 | 308 |
| Number of Managed Accounts | $479,000 | 279 |
| Number of Non-Managed Accounts | $3,000 | 373 |
| Total fiduciary and related assets | $370,615,000 | 330 |
| Managed Assets ($) | $366,658,000 | 285 |
| Non-managed Assets ($) | $3,957,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,571,000 | 275 |
| 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 | $476,000 | 315 |
| Number of Managed Accounts | $472,000 | 282 |
| Number of Non-Managed Accounts | $4,000 | 369 |
| Total fiduciary and related assets | $370,790,000 | 324 |
| Managed Assets ($) | $366,809,000 | 281 |
| Non-managed Assets ($) | $3,981,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $765,000 | 281 |
| 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 | $471,000 | 349 |
| Number of Managed Accounts | $468,000 | 303 |
| Number of Non-Managed Accounts | $3,000 | 829 |
| Total fiduciary and related assets | $379,904,000 | 325 |
| Managed Assets ($) | $375,757,000 | 279 |
| Non-managed Assets ($) | $4,147,000 | 674 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,134,000 | 269 |
| 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 | $471,000 | 309 |
| Number of Managed Accounts | $468,000 | 278 |
| Number of Non-Managed Accounts | $3,000 | 367 |
| Total fiduciary and related assets | $371,660,000 | 330 |
| Managed Assets ($) | $367,669,000 | 280 |
| Non-managed Assets ($) | $3,991,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,330,000 | 271 |
| 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 | $476,000 | 310 |
| Number of Managed Accounts | $473,000 | 277 |
| Number of Non-Managed Accounts | $3,000 | 374 |
| Total fiduciary and related assets | $363,065,000 | 327 |
| Managed Assets ($) | $359,153,000 | 279 |
| Non-managed Assets ($) | $3,912,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 266 |
| 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 | $477,000 | 310 |
| Number of Managed Accounts | $474,000 | 275 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $361,178,000 | 329 |
| Managed Assets ($) | $357,292,000 | 281 |
| Non-managed Assets ($) | $3,886,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $745,000 | 275 |
| 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 | $481,000 | 345 |
| Number of Managed Accounts | $478,000 | 290 |
| Number of Non-Managed Accounts | $3,000 | 867 |
| Total fiduciary and related assets | $360,715,000 | 324 |
| Managed Assets ($) | $356,913,000 | 278 |
| Non-managed Assets ($) | $3,802,000 | 703 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,022,000 | 263 |
| 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 | $480,000 | 309 |
| Number of Managed Accounts | $477,000 | 274 |
| Number of Non-Managed Accounts | $3,000 | 385 |
| Total fiduciary and related assets | $358,220,000 | 323 |
| Managed Assets ($) | $354,454,000 | 275 |
| Non-managed Assets ($) | $3,766,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,294,000 | 263 |
| 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 | $493,000 | 310 |
| Number of Managed Accounts | $490,000 | 274 |
| Number of Non-Managed Accounts | $3,000 | 387 |
| Total fiduciary and related assets | $356,475,000 | 324 |
| Managed Assets ($) | $352,729,000 | 276 |
| Non-managed Assets ($) | $3,746,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 264 |
| 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 | $490,000 | 310 |
| Number of Managed Accounts | $487,000 | 275 |
| Number of Non-Managed Accounts | $3,000 | 388 |
| Total fiduciary and related assets | $351,058,000 | 322 |
| Managed Assets ($) | $347,459,000 | 275 |
| Non-managed Assets ($) | $3,599,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $751,000 | 269 |
| 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 | $487,000 | 349 |
| Number of Managed Accounts | $484,000 | 285 |
| Number of Non-Managed Accounts | $3,000 | 903 |
| Total fiduciary and related assets | $364,446,000 | 316 |
| Managed Assets ($) | $360,916,000 | 267 |
| Non-managed Assets ($) | $3,530,000 | 724 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,105,000 | 265 |
| 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 | $481,000 | 315 |
| Number of Managed Accounts | $477,000 | 272 |
| Number of Non-Managed Accounts | $4,000 | 378 |
| Total fiduciary and related assets | $347,994,000 | 325 |
| Managed Assets ($) | $344,258,000 | 275 |
| Non-managed Assets ($) | $3,736,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,371,000 | 263 |
| 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 | $483,000 | 315 |
| Number of Managed Accounts | $479,000 | 276 |
| Number of Non-Managed Accounts | $4,000 | 382 |
| Total fiduciary and related assets | $368,153,000 | 325 |
| Managed Assets ($) | $364,122,000 | 271 |
| Non-managed Assets ($) | $4,031,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,624,000 | 265 |
| 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 | $494,000 | 313 |
| Number of Managed Accounts | $489,000 | 271 |
| Number of Non-Managed Accounts | $5,000 | 378 |
| Total fiduciary and related assets | $379,668,000 | 320 |
| Managed Assets ($) | $375,214,000 | 271 |
| Non-managed Assets ($) | $4,454,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 272 |
| 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 | $488,000 | 356 |
| Number of Managed Accounts | $483,000 | 288 |
| Number of Non-Managed Accounts | $5,000 | 892 |
| Total fiduciary and related assets | $375,212,000 | 321 |
| Managed Assets ($) | $370,596,000 | 274 |
| Non-managed Assets ($) | $4,616,000 | 715 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,194,000 | 264 |
| 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 | $488,000 | 314 |
| Number of Managed Accounts | $483,000 | 272 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $367,893,000 | 321 |
| Managed Assets ($) | $363,374,000 | 274 |
| Non-managed Assets ($) | $4,519,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,435,000 | 263 |
| 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 | $485,000 | 314 |
| Number of Managed Accounts | $480,000 | 273 |
| Number of Non-Managed Accounts | $5,000 | 381 |
| Total fiduciary and related assets | $370,585,000 | 320 |
| Managed Assets ($) | $366,031,000 | 271 |
| Non-managed Assets ($) | $4,554,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,514,000 | 272 |
| 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 | $471,000 | 323 |
| Number of Managed Accounts | $467,000 | 278 |
| Number of Non-Managed Accounts | $4,000 | 384 |
| Total fiduciary and related assets | $360,713,000 | 321 |
| Managed Assets ($) | $356,577,000 | 273 |
| Non-managed Assets ($) | $4,136,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $753,000 | 274 |
| 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 | $482,000 | 360 |
| Number of Managed Accounts | $478,000 | 291 |
| Number of Non-Managed Accounts | $4,000 | 935 |
| Total fiduciary and related assets | $354,993,000 | 328 |
| Managed Assets ($) | $350,902,000 | 273 |
| Non-managed Assets ($) | $4,091,000 | 741 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,920,000 | 264 |
| 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 | $485,000 | 311 |
| Number of Managed Accounts | $480,000 | 269 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $345,062,000 | 324 |
| Managed Assets ($) | $340,935,000 | 272 |
| Non-managed Assets ($) | $4,127,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,191,000 | 263 |
| 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 | $489,000 | 308 |
| Number of Managed Accounts | $484,000 | 265 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $348,129,000 | 311 |
| Managed Assets ($) | $344,002,000 | 264 |
| Non-managed Assets ($) | $4,127,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,443,000 | 267 |
| 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 | $488,000 | 311 |
| Number of Managed Accounts | $481,000 | 266 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $349,678,000 | 309 |
| Managed Assets ($) | $342,976,000 | 263 |
| Non-managed Assets ($) | $6,702,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $719,000 | 264 |
| 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 | $496,000 | 353 |
| Number of Managed Accounts | $488,000 | 287 |
| Number of Non-Managed Accounts | $8,000 | 872 |
| Total fiduciary and related assets | $332,707,000 | 313 |
| Managed Assets ($) | $326,499,000 | 265 |
| Non-managed Assets ($) | $6,208,000 | 680 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,560,000 | 269 |
| 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 | $500,000 | 300 |
| Number of Managed Accounts | $492,000 | 262 |
| Number of Non-Managed Accounts | $8,000 | 343 |
| Total fiduciary and related assets | $334,153,000 | 310 |
| Managed Assets ($) | $327,802,000 | 258 |
| Non-managed Assets ($) | $6,351,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,881,000 | 272 |
| 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 | $509,000 | 299 |
| Number of Managed Accounts | $501,000 | 252 |
| Number of Non-Managed Accounts | $8,000 | 346 |
| Total fiduciary and related assets | $326,432,000 | 305 |
| Managed Assets ($) | $320,317,000 | 255 |
| Non-managed Assets ($) | $6,115,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,194,000 | 279 |
| 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 | $525,000 | 295 |
| Number of Managed Accounts | $517,000 | 246 |
| Number of Non-Managed Accounts | $8,000 | 347 |
| Total fiduciary and related assets | $340,542,000 | 296 |
| Managed Assets ($) | $334,378,000 | 247 |
| Non-managed Assets ($) | $6,164,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $573,000 | 287 |
| 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 | $519,000 | 351 |
| Number of Managed Accounts | $511,000 | 270 |
| Number of Non-Managed Accounts | $8,000 | 891 |
| Total fiduciary and related assets | $306,894,000 | 312 |
| Managed Assets ($) | $301,167,000 | 261 |
| Non-managed Assets ($) | $5,727,000 | 695 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,532,000 | 229 |
| 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 | $526,000 | 293 |
| Number of Managed Accounts | $511,000 | 246 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $293,368,000 | 308 |
| Managed Assets ($) | $285,495,000 | 262 |
| Non-managed Assets ($) | $7,873,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,877,000 | 231 |
| 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 | $541,000 | 292 |
| Number of Managed Accounts | $525,000 | 243 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $307,942,000 | 315 |
| Managed Assets ($) | $299,479,000 | 264 |
| Non-managed Assets ($) | $8,463,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,000 | 229 |
| 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 | $535,000 | 299 |
| Number of Managed Accounts | $519,000 | 245 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $288,119,000 | 325 |
| Managed Assets ($) | $279,769,000 | 274 |
| Non-managed Assets ($) | $8,350,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 240 |
| 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 | $535,000 | 349 |
| Number of Managed Accounts | $519,000 | 268 |
| Number of Non-Managed Accounts | $16,000 | 792 |
| Total fiduciary and related assets | $267,258,000 | 341 |
| Managed Assets ($) | $259,211,000 | 288 |
| Non-managed Assets ($) | $8,047,000 | 659 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,065,000 | 255 |
| 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 | $1,361,000 | 275 |
| 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 | $825,000 | 294 |
| 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 | $238,000 | 419 |
| 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 | $259,000 | 550 |
| Number of Managed Accounts | $259,000 | 423 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $94,504,000 | 579 |
| Managed Assets ($) | $94,504,000 | 479 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 409 |
| 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 | $633,000 | 426 |
| 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 | $420,000 | 429 |
| 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 | $218,000 | 420 |
| 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 | $247,000 | 585 |
| Number of Managed Accounts | $247,000 | 453 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $81,197,000 | 610 |
| Managed Assets ($) | $81,197,000 | 516 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $930,000 | 425 |
| 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 | $710,000 | 427 |
| 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 | $483,000 | 432 |
| 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 | $239,000 | 431 |
| 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 | $253,000 | 582 |
| Number of Managed Accounts | $253,000 | 447 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $89,349,000 | 636 |
| Managed Assets ($) | $89,349,000 | 536 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $896,000 | 444 |
| 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 | $681,000 | 437 |
| 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 | $447,000 | 450 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 443 |
| 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 | $234,000 | 601 |
| Number of Managed Accounts | $234,000 | 462 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $78,394,000 | 675 |
| Managed Assets ($) | $78,394,000 | 575 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 476 |
| 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 | $534,000 | 492 |
| 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 | $384,000 | 482 |
| 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 | $200,000 | 476 |
| 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 | $220,000 | 639 |
| Number of Managed Accounts | $220,000 | 501 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $68,301,000 | 709 |
| Managed Assets ($) | $68,301,000 | 603 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000 | 489 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $524,000 | 484 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $328,000 | 503 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,000 | 538 |
| 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 | $214,000 | 653 |
| Number of Managed Accounts | $214,000 | 502 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $58,390,000 | 741 |
| Managed Assets ($) | $58,390,000 | 625 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 494 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 499 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $308,000 | 501 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $155,000 | 505 |
| 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 | $177,000 | 749 |
| Number of Managed Accounts | $177,000 | 580 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $50,457,000 | 779 |
| Managed Assets ($) | $50,457,000 | 654 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 569 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 585 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 592 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,000 | 617 |
| 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 | $159,000 | 783 |
| Number of Managed Accounts | $159,000 | 625 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $44,222,000 | 808 |
| Managed Assets ($) | $44,222,000 | 688 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $479,000 | 587 |
| 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 | $129,000 | 819 |
| Number of Managed Accounts | $129,000 | 662 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $40,796,000 | 804 |
| Managed Assets ($) | $40,796,000 | 689 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 667 |
| 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 | $431,000 | 644 |
| 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 | $348,000 | 737 |
| 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 | $242,000 | 831 |
| 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 | $177,000 | 928 |
| 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 | $106,000 | 1,091 |
| 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 | $79,000 | 1,210 |
| 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 | $21,000 | 1,413 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |