Home > United Community Bank > Fiduciary and Related Services
United Community 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 | $510,000 | 368 |
| Number of Managed Accounts | $342,000 | 379 |
| Number of Non-Managed Accounts | $168,000 | 186 |
| Total fiduciary and related assets | $1,024,501,000 | 248 |
| Managed Assets ($) | $857,438,000 | 231 |
| Non-managed Assets ($) | $167,063,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,699,000 | 352 |
| 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 | $462,000 | 306 |
| Number of Managed Accounts | $340,000 | 298 |
| Number of Non-Managed Accounts | $122,000 | 179 |
| Total fiduciary and related assets | $977,105,000 | 243 |
| Managed Assets ($) | $829,083,000 | 226 |
| Non-managed Assets ($) | $148,022,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,969,000 | 356 |
| 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 | $470,000 | 352 |
| Number of Managed Accounts | $343,000 | 345 |
| Number of Non-Managed Accounts | $127,000 | 189 |
| Total fiduciary and related assets | $988,459,000 | 242 |
| Managed Assets ($) | $839,466,000 | 226 |
| Non-managed Assets ($) | $148,993,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 346 |
| 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 | $471,000 | 317 |
| Number of Managed Accounts | $343,000 | 306 |
| Number of Non-Managed Accounts | $128,000 | 176 |
| Total fiduciary and related assets | $985,474,000 | 245 |
| Managed Assets ($) | $837,407,000 | 233 |
| Non-managed Assets ($) | $148,067,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $582,000 | 379 |
| 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 | $473,000 | 386 |
| Number of Managed Accounts | $340,000 | 388 |
| Number of Non-Managed Accounts | $133,000 | 228 |
| Total fiduciary and related assets | $924,266,000 | 257 |
| Managed Assets ($) | $773,418,000 | 240 |
| Non-managed Assets ($) | $150,848,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,722,000 | 357 |
| 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 | $472,000 | 322 |
| Number of Managed Accounts | $339,000 | 316 |
| Number of Non-Managed Accounts | $133,000 | 180 |
| Total fiduciary and related assets | $861,362,000 | 255 |
| Managed Assets ($) | $733,643,000 | 234 |
| Non-managed Assets ($) | $127,719,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,025,000 | 359 |
| 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 | $497,000 | 318 |
| Number of Managed Accounts | $348,000 | 325 |
| Number of Non-Managed Accounts | $149,000 | 156 |
| Total fiduciary and related assets | $874,170,000 | 224 |
| Managed Assets ($) | $745,711,000 | 206 |
| Non-managed Assets ($) | $128,459,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,418,000 | 311 |
| 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 | $506,000 | 282 |
| Number of Managed Accounts | $354,000 | 282 |
| Number of Non-Managed Accounts | $152,000 | 149 |
| Total fiduciary and related assets | $828,848,000 | 231 |
| Managed Assets ($) | $709,891,000 | 223 |
| Non-managed Assets ($) | $118,957,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $732,000 | 307 |
| 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 | $520,000 | 335 |
| Number of Managed Accounts | $358,000 | 351 |
| Number of Non-Managed Accounts | $162,000 | 178 |
| Total fiduciary and related assets | $822,180,000 | 247 |
| Managed Assets ($) | $703,458,000 | 233 |
| Non-managed Assets ($) | $118,722,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,473,000 | 333 |
| 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 | $520,000 | 277 |
| Number of Managed Accounts | $362,000 | 281 |
| Number of Non-Managed Accounts | $158,000 | 145 |
| Total fiduciary and related assets | $842,349,000 | 233 |
| Managed Assets ($) | $729,351,000 | 222 |
| Non-managed Assets ($) | $112,998,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000 | 336 |
| 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 | $527,000 | 304 |
| Number of Managed Accounts | $367,000 | 317 |
| Number of Non-Managed Accounts | $160,000 | 150 |
| Total fiduciary and related assets | $856,379,000 | 237 |
| Managed Assets ($) | $746,358,000 | 222 |
| Non-managed Assets ($) | $110,021,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 326 |
| 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 | $534,000 | 277 |
| Number of Managed Accounts | $373,000 | 279 |
| Number of Non-Managed Accounts | $161,000 | 146 |
| Total fiduciary and related assets | $823,056,000 | 233 |
| Managed Assets ($) | $719,558,000 | 219 |
| Non-managed Assets ($) | $103,498,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $599,000 | 330 |
| 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 | $531,000 | 319 |
| Number of Managed Accounts | $371,000 | 338 |
| Number of Non-Managed Accounts | $160,000 | 186 |
| Total fiduciary and related assets | $830,902,000 | 234 |
| Managed Assets ($) | $715,269,000 | 222 |
| Non-managed Assets ($) | $115,633,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,439,000 | 311 |
| 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 | $540,000 | 273 |
| Number of Managed Accounts | $379,000 | 277 |
| Number of Non-Managed Accounts | $161,000 | 147 |
| Total fiduciary and related assets | $768,813,000 | 227 |
| Managed Assets ($) | $706,685,000 | 199 |
| Non-managed Assets ($) | $62,128,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,742,000 | 317 |
| 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 | $551,000 | 299 |
| Number of Managed Accounts | $389,000 | 304 |
| Number of Non-Managed Accounts | $162,000 | 152 |
| Total fiduciary and related assets | $773,999,000 | 230 |
| Managed Assets ($) | $708,365,000 | 199 |
| Non-managed Assets ($) | $65,634,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 316 |
| 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 | $559,000 | 272 |
| Number of Managed Accounts | $394,000 | 271 |
| Number of Non-Managed Accounts | $165,000 | 148 |
| Total fiduciary and related assets | $765,310,000 | 221 |
| Managed Assets ($) | $694,284,000 | 191 |
| Non-managed Assets ($) | $71,026,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 325 |
| 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 | $562,000 | 316 |
| Number of Managed Accounts | $394,000 | 321 |
| Number of Non-Managed Accounts | $168,000 | 189 |
| Total fiduciary and related assets | $779,294,000 | 229 |
| Managed Assets ($) | $704,508,000 | 205 |
| Non-managed Assets ($) | $74,786,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,467,000 | 310 |
| 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 | $568,000 | 269 |
| Number of Managed Accounts | $396,000 | 271 |
| Number of Non-Managed Accounts | $172,000 | 145 |
| Total fiduciary and related assets | $744,018,000 | 226 |
| Managed Assets ($) | $667,545,000 | 206 |
| Non-managed Assets ($) | $76,473,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,741,000 | 317 |
| 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 | $571,000 | 287 |
| Number of Managed Accounts | $398,000 | 297 |
| Number of Non-Managed Accounts | $173,000 | 149 |
| Total fiduciary and related assets | $686,239,000 | 240 |
| Managed Assets ($) | $600,648,000 | 227 |
| Non-managed Assets ($) | $85,591,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,191,000 | 320 |
| 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 | $293,000 | 360 |
| Number of Managed Accounts | $171,000 | 362 |
| Number of Non-Managed Accounts | $122,000 | 185 |
| Total fiduciary and related assets | $409,584,000 | 306 |
| Managed Assets ($) | $393,434,000 | 275 |
| Non-managed Assets ($) | $16,150,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,000 | 601 |
| 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 | $298,000 | 455 |
| Number of Managed Accounts | $173,000 | 507 |
| Number of Non-Managed Accounts | $125,000 | 234 |
| Total fiduciary and related assets | $405,660,000 | 303 |
| Managed Assets ($) | $387,963,000 | 267 |
| Non-managed Assets ($) | $17,697,000 | 466 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 543 |
| 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 | $298,000 | 358 |
| Number of Managed Accounts | $172,000 | 361 |
| Number of Non-Managed Accounts | $126,000 | 181 |
| Total fiduciary and related assets | $408,060,000 | 312 |
| Managed Assets ($) | $386,363,000 | 276 |
| Non-managed Assets ($) | $21,697,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 552 |
| 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 | $304,000 | 360 |
| Number of Managed Accounts | $176,000 | 364 |
| Number of Non-Managed Accounts | $128,000 | 186 |
| Total fiduciary and related assets | $403,668,000 | 314 |
| Managed Assets ($) | $381,977,000 | 276 |
| Non-managed Assets ($) | $21,691,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 577 |
| 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 | $304,000 | 361 |
| Number of Managed Accounts | $174,000 | 364 |
| Number of Non-Managed Accounts | $130,000 | 182 |
| Total fiduciary and related assets | $401,111,000 | 316 |
| Managed Assets ($) | $379,438,000 | 275 |
| Non-managed Assets ($) | $21,673,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $138,000 | 582 |
| 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 | $303,000 | 460 |
| Number of Managed Accounts | $174,000 | 511 |
| Number of Non-Managed Accounts | $129,000 | 235 |
| Total fiduciary and related assets | $396,901,000 | 322 |
| Managed Assets ($) | $375,781,000 | 278 |
| Non-managed Assets ($) | $21,120,000 | 444 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 573 |
| 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 | $299,000 | 360 |
| Number of Managed Accounts | $171,000 | 361 |
| Number of Non-Managed Accounts | $128,000 | 180 |
| Total fiduciary and related assets | $385,518,000 | 322 |
| Managed Assets ($) | $364,872,000 | 282 |
| Non-managed Assets ($) | $20,646,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $386,000 | 586 |
| 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 | $301,000 | 359 |
| Number of Managed Accounts | $172,000 | 362 |
| Number of Non-Managed Accounts | $129,000 | 181 |
| Total fiduciary and related assets | $385,311,000 | 317 |
| Managed Assets ($) | $365,823,000 | 276 |
| Non-managed Assets ($) | $19,488,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 578 |
| 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 | $287,000 | 362 |
| Number of Managed Accounts | $167,000 | 367 |
| Number of Non-Managed Accounts | $120,000 | 183 |
| Total fiduciary and related assets | $381,906,000 | 320 |
| Managed Assets ($) | $369,350,000 | 275 |
| Non-managed Assets ($) | $12,556,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,000 | 629 |
| 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 | $289,000 | 465 |
| Number of Managed Accounts | $166,000 | 523 |
| Number of Non-Managed Accounts | $123,000 | 247 |
| Total fiduciary and related assets | $379,146,000 | 315 |
| Managed Assets ($) | $366,605,000 | 272 |
| Non-managed Assets ($) | $12,541,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $558,000 | 571 |
| 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 | $218,000 | 382 |
| Number of Managed Accounts | $126,000 | 375 |
| Number of Non-Managed Accounts | $92,000 | 204 |
| Total fiduciary and related assets | $348,351,000 | 326 |
| Managed Assets ($) | $337,465,000 | 283 |
| Non-managed Assets ($) | $10,886,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $266,000 | 651 |
| 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 | $218,000 | 382 |
| Number of Managed Accounts | $126,000 | 376 |
| Number of Non-Managed Accounts | $92,000 | 207 |
| Total fiduciary and related assets | $419,653,000 | 297 |
| Managed Assets ($) | $408,636,000 | 255 |
| Non-managed Assets ($) | $11,017,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 638 |
| 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 | $134,000 | 399 |
| Number of Managed Accounts | $119,000 | 380 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $348,749,000 | 323 |
| Managed Assets ($) | $338,584,000 | 282 |
| Non-managed Assets ($) | $10,165,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 684 |
| 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 | $128,000 | 680 |
| Number of Managed Accounts | $121,000 | 591 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $338,502,000 | 331 |
| Managed Assets ($) | $336,994,000 | 280 |
| Non-managed Assets ($) | $1,508,000 | 798 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 596 |
| 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 | $127,000 | 396 |
| Number of Managed Accounts | $121,000 | 375 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $333,005,000 | 335 |
| Managed Assets ($) | $331,491,000 | 284 |
| Non-managed Assets ($) | $1,514,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 623 |
| 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 | $122,000 | 400 |
| Number of Managed Accounts | $116,000 | 380 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $330,414,000 | 342 |
| Managed Assets ($) | $328,929,000 | 292 |
| Non-managed Assets ($) | $1,485,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 657 |
| 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 | $123,000 | 399 |
| Number of Managed Accounts | $117,000 | 378 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $356,446,000 | 333 |
| Managed Assets ($) | $354,961,000 | 281 |
| Non-managed Assets ($) | $1,485,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,000 | 725 |
| 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 | $122,000 | 713 |
| Number of Managed Accounts | $112,000 | 613 |
| Number of Non-Managed Accounts | $10,000 | 812 |
| Total fiduciary and related assets | $354,085,000 | 333 |
| Managed Assets ($) | $350,053,000 | 284 |
| Non-managed Assets ($) | $4,032,000 | 726 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 600 |
| 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 | $122,000 | 399 |
| Number of Managed Accounts | $113,000 | 380 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $350,164,000 | 330 |
| Managed Assets ($) | $346,184,000 | 283 |
| Non-managed Assets ($) | $3,980,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 624 |
| 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 | $123,000 | 400 |
| Number of Managed Accounts | $114,000 | 380 |
| Number of Non-Managed Accounts | $9,000 | 366 |
| Total fiduciary and related assets | $350,666,000 | 333 |
| Managed Assets ($) | $346,658,000 | 284 |
| Non-managed Assets ($) | $4,008,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 593 |
| 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 | $122,000 | 404 |
| Number of Managed Accounts | $114,000 | 386 |
| Number of Non-Managed Accounts | $8,000 | 368 |
| Total fiduciary and related assets | $324,898,000 | 344 |
| Managed Assets ($) | $321,598,000 | 293 |
| Non-managed Assets ($) | $3,300,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 573 |
| 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 | $125,000 | 714 |
| Number of Managed Accounts | $116,000 | 619 |
| Number of Non-Managed Accounts | $9,000 | 837 |
| Total fiduciary and related assets | $324,122,000 | 338 |
| Managed Assets ($) | $321,089,000 | 292 |
| Non-managed Assets ($) | $3,033,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 620 |
| 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 | $126,000 | 384 |
| Number of Managed Accounts | $117,000 | 365 |
| Number of Non-Managed Accounts | $9,000 | 350 |
| Total fiduciary and related assets | $319,811,000 | 333 |
| Managed Assets ($) | $316,859,000 | 284 |
| Non-managed Assets ($) | $2,952,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 595 |
| 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 | $125,000 | 385 |
| Number of Managed Accounts | $116,000 | 366 |
| Number of Non-Managed Accounts | $9,000 | 352 |
| Total fiduciary and related assets | $316,978,000 | 331 |
| Managed Assets ($) | $314,041,000 | 277 |
| Non-managed Assets ($) | $2,937,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 571 |
| 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 | $133,000 | 387 |
| Number of Managed Accounts | $122,000 | 366 |
| Number of Non-Managed Accounts | $11,000 | 349 |
| Total fiduciary and related assets | $320,950,000 | 327 |
| Managed Assets ($) | $317,518,000 | 274 |
| Non-managed Assets ($) | $3,432,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $173,000 | 550 |
| 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 | $133,000 | 713 |
| Number of Managed Accounts | $119,000 | 618 |
| Number of Non-Managed Accounts | $14,000 | 775 |
| Total fiduciary and related assets | $296,009,000 | 336 |
| Managed Assets ($) | $114,358,000 | 456 |
| Non-managed Assets ($) | $181,651,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 615 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 618 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 591 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $178,000 | 536 |
| 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 | $140,000 | 702 |
| Number of Managed Accounts | $131,000 | 589 |
| Number of Non-Managed Accounts | $9,000 | 876 |
| Total fiduciary and related assets | $243,223,000 | 359 |
| Managed Assets ($) | $242,533,000 | 294 |
| Non-managed Assets ($) | $690,000 | 969 |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 621 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 618 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 600 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,000 | 561 |
| 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 | $123,000 | 767 |
| Number of Managed Accounts | $114,000 | 644 |
| Number of Non-Managed Accounts | $9,000 | 909 |
| Total fiduciary and related assets | $235,664,000 | 365 |
| Managed Assets ($) | $235,070,000 | 306 |
| Non-managed Assets ($) | $594,000 | 1,012 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 627 |
| 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 | $281,000 | 614 |
| 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 | $218,000 | 582 |
| 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 | $134,000 | 555 |
| 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 | $262,000 | 545 |
| Number of Managed Accounts | $117,000 | 642 |
| Number of Non-Managed Accounts | $145,000 | 271 |
| Total fiduciary and related assets | $35,042,000 | 823 |
| Managed Assets ($) | $34,571,000 | 731 |
| Non-managed Assets ($) | $471,000 | 1,065 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,000 | 552 |
| 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 | $388,000 | 536 |
| 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 | $310,000 | 495 |
| 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 | $112,000 | 572 |
| 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 | $114,000 | 820 |
| Number of Managed Accounts | $104,000 | 695 |
| Number of Non-Managed Accounts | $10,000 | 911 |
| Total fiduciary and related assets | $32,852,000 | 836 |
| Managed Assets ($) | $32,338,000 | 747 |
| Non-managed Assets ($) | $514,000 | 1,057 |
| Memoranda | ||
| Gross Fiduciary activities income | $353,000 | 642 |
| 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 | $307,000 | 614 |
| 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 | $105,000 | 793 |
| 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 | $61,000 | 766 |
| 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 | $74,000 | 971 |
| Number of Managed Accounts | $74,000 | 803 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $22,017,000 | 973 |
| Managed Assets ($) | $22,017,000 | 878 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $199,000 | 805 |
| 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 | $142,000 | 807 |
| 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 | $104,000 | 804 |
| 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 | $51,000 | 808 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $73,000 | 983 |
| Number of Managed Accounts | $73,000 | 819 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $20,721,000 | 982 |
| Managed Assets ($) | $20,721,000 | 876 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $201,000 | 798 |
| 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 | $144,000 | 803 |
| 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 | $96,000 | 815 |
| 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 | $50,000 | 810 |
| 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 | $268,000 | 573 |
| Number of Managed Accounts | $72,000 | 843 |
| Number of Non-Managed Accounts | $196,000 | 259 |
| Total fiduciary and related assets | $22,002,000 | 985 |
| Managed Assets ($) | $9,572,000 | 1,066 |
| Non-managed Assets ($) | $12,430,000 | 594 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 828 |
| 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 | $134,000 | 809 |
| 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 | $95,000 | 811 |
| 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 | $52,000 | 803 |
| 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 | $260,000 | 583 |
| Number of Managed Accounts | $74,000 | 840 |
| Number of Non-Managed Accounts | $186,000 | 273 |
| Total fiduciary and related assets | $13,748,000 | 1,072 |
| Managed Assets ($) | $13,031,000 | 992 |
| Non-managed Assets ($) | $717,000 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 819 |
| 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 | $159,000 | 773 |
| 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 | $106,000 | 781 |
| 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 | $57,000 | 770 |
| 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 | $92,000 | 983 |
| Number of Managed Accounts | $66,000 | 887 |
| Number of Non-Managed Accounts | $26,000 | 793 |
| Total fiduciary and related assets | $12,360,000 | 1,121 |
| Managed Assets ($) | $11,576,000 | 1,032 |
| Non-managed Assets ($) | $784,000 | 1,125 |
| Memoranda | ||
| Gross Fiduciary activities income | $189,000 | 818 |
| 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 | $128,000 | 849 |
| 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 | $92,000 | 827 |
| 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 | $27,000 | 965 |
| 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 | $41,000 | 1,265 |
| Number of Managed Accounts | $39,000 | 1,072 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $8,376,000 | 1,227 |
| Managed Assets ($) | $8,375,000 | 1,119 |
| Non-managed Assets ($) | $1,000 | 1,441 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 953 |
| 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 | $78,000 | 1,000 |
| Number of Managed Accounts | $69,000 | 883 |
| Number of Non-Managed Accounts | $9,000 | 998 |
| Total fiduciary and related assets | $11,423,000 | 1,102 |
| Managed Assets ($) | $10,741,000 | 1,016 |
| Non-managed Assets ($) | $682,000 | 1,133 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000 | 977 |
| 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 | $129,000 | 888 |
| 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 | $133,000 | 946 |
| 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 | $149,000 | 934 |
| 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 | $133,000 | 992 |
| 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 | $102,000 | 1,104 |
| 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 | $65,000 | 1,246 |
| 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 | $50,000 | 1,302 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |