Home > Alpine Bank & Trust Co. > Fiduciary and Related Services
Alpine Bank & Trust Co., Fiduciary and Related Services
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,652,000 | 152 |
| Number of Managed Accounts | $1,520,000 | 128 |
| Number of Non-Managed Accounts | $132,000 | 179 |
| Total fiduciary and related assets | $1,099,484,000 | 195 |
| Managed Assets ($) | $868,709,000 | 170 |
| Non-managed Assets ($) | $230,775,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,344,000 | 222 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 155 |
| Number of Managed Accounts | $1,514,000 | 130 |
| Number of Non-Managed Accounts | $130,000 | 182 |
| Total fiduciary and related assets | $1,065,862,000 | 198 |
| Managed Assets ($) | $827,321,000 | 173 |
| Non-managed Assets ($) | $238,541,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 318 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 156 |
| Number of Managed Accounts | $1,509,000 | 129 |
| Number of Non-Managed Accounts | $133,000 | 230 |
| Total fiduciary and related assets | $1,069,652,000 | 200 |
| Managed Assets ($) | $793,254,000 | 179 |
| Non-managed Assets ($) | $276,398,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,332,000 | 166 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,626,000 | 153 |
| Number of Managed Accounts | $1,492,000 | 131 |
| Number of Non-Managed Accounts | $134,000 | 177 |
| Total fiduciary and related assets | $1,013,984,000 | 199 |
| Managed Assets ($) | $751,579,000 | 181 |
| Non-managed Assets ($) | $262,405,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,483,000 | 163 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,622,000 | 149 |
| Number of Managed Accounts | $1,482,000 | 128 |
| Number of Non-Managed Accounts | $140,000 | 172 |
| Total fiduciary and related assets | $1,000,188,000 | 197 |
| Managed Assets ($) | $738,104,000 | 179 |
| Non-managed Assets ($) | $262,084,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,699,000 | 160 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,605,000 | 148 |
| Number of Managed Accounts | $1,478,000 | 126 |
| Number of Non-Managed Accounts | $127,000 | 175 |
| Total fiduciary and related assets | $975,074,000 | 196 |
| Managed Assets ($) | $734,505,000 | 178 |
| Non-managed Assets ($) | $240,569,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,813,000 | 163 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,568,000 | 153 |
| Number of Managed Accounts | $1,441,000 | 129 |
| Number of Non-Managed Accounts | $127,000 | 241 |
| Total fiduciary and related assets | $935,757,000 | 198 |
| Managed Assets ($) | $685,847,000 | 181 |
| Non-managed Assets ($) | $249,910,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,774,000 | 162 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,550,000 | 151 |
| Number of Managed Accounts | $1,419,000 | 128 |
| Number of Non-Managed Accounts | $131,000 | 180 |
| Total fiduciary and related assets | $926,497,000 | 199 |
| Managed Assets ($) | $680,072,000 | 182 |
| Non-managed Assets ($) | $246,425,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,023,000 | 163 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,557,000 | 148 |
| Number of Managed Accounts | $1,422,000 | 131 |
| Number of Non-Managed Accounts | $135,000 | 181 |
| Total fiduciary and related assets | $905,170,000 | 199 |
| Managed Assets ($) | $657,975,000 | 187 |
| Non-managed Assets ($) | $247,195,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,342,000 | 166 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,556,000 | 148 |
| Number of Managed Accounts | $1,421,000 | 129 |
| Number of Non-Managed Accounts | $135,000 | 179 |
| Total fiduciary and related assets | $879,138,000 | 199 |
| Managed Assets ($) | $634,818,000 | 190 |
| Non-managed Assets ($) | $244,320,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 167 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,535,000 | 156 |
| Number of Managed Accounts | $1,400,000 | 127 |
| Number of Non-Managed Accounts | $135,000 | 242 |
| Total fiduciary and related assets | $853,461,000 | 202 |
| Managed Assets ($) | $641,846,000 | 185 |
| Non-managed Assets ($) | $211,615,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,895,000 | 165 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,521,000 | 152 |
| Number of Managed Accounts | $1,387,000 | 126 |
| Number of Non-Managed Accounts | $134,000 | 180 |
| Total fiduciary and related assets | $829,337,000 | 205 |
| Managed Assets ($) | $611,902,000 | 190 |
| Non-managed Assets ($) | $217,435,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,231,000 | 162 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,527,000 | 151 |
| Number of Managed Accounts | $1,394,000 | 127 |
| Number of Non-Managed Accounts | $133,000 | 180 |
| Total fiduciary and related assets | $869,958,000 | 207 |
| Managed Assets ($) | $647,785,000 | 186 |
| Non-managed Assets ($) | $222,173,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,533,000 | 163 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,522,000 | 153 |
| Number of Managed Accounts | $1,380,000 | 128 |
| Number of Non-Managed Accounts | $142,000 | 180 |
| Total fiduciary and related assets | $877,834,000 | 205 |
| Managed Assets ($) | $654,473,000 | 187 |
| Non-managed Assets ($) | $223,361,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,764,000 | 164 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,513,000 | 154 |
| Number of Managed Accounts | $1,366,000 | 127 |
| Number of Non-Managed Accounts | $147,000 | 238 |
| Total fiduciary and related assets | $845,849,000 | 202 |
| Managed Assets ($) | $630,556,000 | 190 |
| Non-managed Assets ($) | $215,293,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,435,000 | 164 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,511,000 | 150 |
| Number of Managed Accounts | $1,353,000 | 127 |
| Number of Non-Managed Accounts | $158,000 | 164 |
| Total fiduciary and related assets | $836,566,000 | 202 |
| Managed Assets ($) | $617,995,000 | 190 |
| Non-managed Assets ($) | $218,571,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,119,000 | 156 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,491,000 | 149 |
| Number of Managed Accounts | $1,332,000 | 129 |
| Number of Non-Managed Accounts | $159,000 | 162 |
| Total fiduciary and related assets | $846,182,000 | 199 |
| Managed Assets ($) | $628,644,000 | 190 |
| Non-managed Assets ($) | $217,538,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,351,000 | 158 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,465,000 | 155 |
| Number of Managed Accounts | $1,305,000 | 134 |
| Number of Non-Managed Accounts | $160,000 | 165 |
| Total fiduciary and related assets | $825,935,000 | 198 |
| Managed Assets ($) | $613,987,000 | 186 |
| Non-managed Assets ($) | $211,948,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,656,000 | 159 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,452,000 | 159 |
| Number of Managed Accounts | $1,290,000 | 132 |
| Number of Non-Managed Accounts | $162,000 | 225 |
| Total fiduciary and related assets | $813,646,000 | 197 |
| Managed Assets ($) | $604,404,000 | 186 |
| Non-managed Assets ($) | $209,242,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,843,000 | 161 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,425,000 | 152 |
| Number of Managed Accounts | $1,275,000 | 126 |
| Number of Non-Managed Accounts | $150,000 | 172 |
| Total fiduciary and related assets | $771,519,000 | 197 |
| Managed Assets ($) | $574,190,000 | 186 |
| Non-managed Assets ($) | $197,329,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,378,000 | 159 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,410,000 | 153 |
| Number of Managed Accounts | $1,258,000 | 128 |
| Number of Non-Managed Accounts | $152,000 | 173 |
| Total fiduciary and related assets | $737,896,000 | 196 |
| Managed Assets ($) | $549,549,000 | 183 |
| Non-managed Assets ($) | $188,347,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,000 | 157 |
| 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 | $1,410,000 | 156 |
| Number of Managed Accounts | $1,260,000 | 123 |
| Number of Non-Managed Accounts | $150,000 | 176 |
| Total fiduciary and related assets | $734,485,000 | 196 |
| Managed Assets ($) | $548,172,000 | 187 |
| Non-managed Assets ($) | $186,313,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,450,000 | 158 |
| 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 | $1,396,000 | 162 |
| Number of Managed Accounts | $1,245,000 | 130 |
| Number of Non-Managed Accounts | $151,000 | 247 |
| Total fiduciary and related assets | $701,896,000 | 199 |
| Managed Assets ($) | $525,569,000 | 185 |
| Non-managed Assets ($) | $176,327,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,332,000 | 161 |
| 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 | $1,367,000 | 157 |
| Number of Managed Accounts | $1,221,000 | 129 |
| Number of Non-Managed Accounts | $146,000 | 170 |
| Total fiduciary and related assets | $675,429,000 | 202 |
| Managed Assets ($) | $503,437,000 | 195 |
| Non-managed Assets ($) | $171,992,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,040,000 | 158 |
| 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 | $1,350,000 | 153 |
| Number of Managed Accounts | $1,209,000 | 128 |
| Number of Non-Managed Accounts | $141,000 | 178 |
| Total fiduciary and related assets | $634,072,000 | 204 |
| Managed Assets ($) | $472,323,000 | 195 |
| Non-managed Assets ($) | $161,749,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,620,000 | 165 |
| 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 | $1,323,000 | 156 |
| Number of Managed Accounts | $1,185,000 | 131 |
| Number of Non-Managed Accounts | $138,000 | 180 |
| Total fiduciary and related assets | $657,085,000 | 198 |
| Managed Assets ($) | $493,248,000 | 194 |
| Non-managed Assets ($) | $163,837,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,311,000 | 166 |
| 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 | $1,308,000 | 165 |
| Number of Managed Accounts | $1,169,000 | 135 |
| Number of Non-Managed Accounts | $139,000 | 262 |
| Total fiduciary and related assets | $624,180,000 | 200 |
| Managed Assets ($) | $474,748,000 | 190 |
| Non-managed Assets ($) | $149,432,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,115,000 | 143 |
| 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 | $1,292,000 | 158 |
| Number of Managed Accounts | $1,156,000 | 135 |
| Number of Non-Managed Accounts | $136,000 | 180 |
| Total fiduciary and related assets | $591,531,000 | 206 |
| Managed Assets ($) | $449,080,000 | 186 |
| Non-managed Assets ($) | $142,451,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,858,000 | 142 |
| 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 | $1,274,000 | 163 |
| Number of Managed Accounts | $1,138,000 | 135 |
| Number of Non-Managed Accounts | $136,000 | 184 |
| Total fiduciary and related assets | $631,482,000 | 205 |
| Managed Assets ($) | $474,948,000 | 185 |
| Non-managed Assets ($) | $156,534,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,577,000 | 142 |
| 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 | $1,272,000 | 160 |
| Number of Managed Accounts | $1,135,000 | 132 |
| Number of Non-Managed Accounts | $137,000 | 188 |
| Total fiduciary and related assets | $619,771,000 | 210 |
| Managed Assets ($) | $463,668,000 | 190 |
| Non-managed Assets ($) | $156,103,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 142 |
| 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 | $1,244,000 | 176 |
| Number of Managed Accounts | $1,103,000 | 139 |
| Number of Non-Managed Accounts | $141,000 | 276 |
| Total fiduciary and related assets | $577,881,000 | 216 |
| Managed Assets ($) | $446,129,000 | 191 |
| Non-managed Assets ($) | $131,752,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,414,000 | 152 |
| 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 | $1,248,000 | 164 |
| Number of Managed Accounts | $1,112,000 | 135 |
| Number of Non-Managed Accounts | $136,000 | 192 |
| Total fiduciary and related assets | $550,739,000 | 221 |
| Managed Assets ($) | $430,230,000 | 192 |
| Non-managed Assets ($) | $120,509,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,258,000 | 153 |
| 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 | $1,240,000 | 163 |
| Number of Managed Accounts | $1,106,000 | 135 |
| Number of Non-Managed Accounts | $134,000 | 190 |
| Total fiduciary and related assets | $516,775,000 | 221 |
| Managed Assets ($) | $417,121,000 | 193 |
| Non-managed Assets ($) | $99,654,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,093,000 | 158 |
| 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 | $1,207,000 | 168 |
| Number of Managed Accounts | $1,072,000 | 136 |
| Number of Non-Managed Accounts | $135,000 | 189 |
| Total fiduciary and related assets | $526,736,000 | 229 |
| Managed Assets ($) | $423,034,000 | 196 |
| Non-managed Assets ($) | $103,702,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,032,000 | 159 |
| 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 | $1,167,000 | 189 |
| Number of Managed Accounts | $1,030,000 | 148 |
| Number of Non-Managed Accounts | $137,000 | 278 |
| Total fiduciary and related assets | $531,966,000 | 226 |
| Managed Assets ($) | $428,632,000 | 198 |
| Non-managed Assets ($) | $103,334,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,912,000 | 164 |
| 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 | $1,106,000 | 186 |
| Number of Managed Accounts | $994,000 | 146 |
| Number of Non-Managed Accounts | $112,000 | 201 |
| Total fiduciary and related assets | $484,559,000 | 238 |
| Managed Assets ($) | $388,243,000 | 212 |
| Non-managed Assets ($) | $96,316,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,881,000 | 162 |
| 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 | $1,078,000 | 195 |
| Number of Managed Accounts | $968,000 | 157 |
| Number of Non-Managed Accounts | $110,000 | 207 |
| Total fiduciary and related assets | $428,660,000 | 250 |
| Managed Assets ($) | $342,031,000 | 227 |
| Non-managed Assets ($) | $86,629,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,895,000 | 170 |
| 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 | $1,066,000 | 198 |
| Number of Managed Accounts | $953,000 | 163 |
| Number of Non-Managed Accounts | $113,000 | 202 |
| Total fiduciary and related assets | $397,513,000 | 253 |
| Managed Assets ($) | $321,613,000 | 228 |
| Non-managed Assets ($) | $75,900,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $983,000 | 164 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,054,000 | 220 |
| Number of Managed Accounts | $941,000 | 169 |
| Number of Non-Managed Accounts | $113,000 | 328 |
| Total fiduciary and related assets | $400,312,000 | 261 |
| Managed Assets ($) | $322,523,000 | 231 |
| Non-managed Assets ($) | $77,789,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,802,000 | 182 |
| 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 | $2,857,000 | 188 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,389 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,411 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| 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 | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| 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 | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| 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 | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| 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 | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| 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 | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| 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 | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| 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 | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,623 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 |