Home > Border Capital Bank > Fiduciary and Related Services
Border Capital Bank, Fiduciary and Related Services
| 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 | $185,000 | 374 |
| Number of Managed Accounts | $170,000 | 349 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $131,482,000 | 380 |
| Managed Assets ($) | $118,715,000 | 360 |
| Non-managed Assets ($) | $12,767,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 341 |
| 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 | $181,000 | 376 |
| Number of Managed Accounts | $166,000 | 352 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $128,319,000 | 380 |
| Managed Assets ($) | $115,506,000 | 359 |
| Non-managed Assets ($) | $12,813,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $916,000 | 339 |
| 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 | $193,000 | 375 |
| Number of Managed Accounts | $177,000 | 353 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $129,730,000 | 383 |
| Managed Assets ($) | $116,899,000 | 359 |
| Non-managed Assets ($) | $12,831,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 326 |
| 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 | $196,000 | 610 |
| Number of Managed Accounts | $181,000 | 506 |
| Number of Non-Managed Accounts | $15,000 | 758 |
| Total fiduciary and related assets | $128,375,000 | 518 |
| Managed Assets ($) | $115,723,000 | 452 |
| Non-managed Assets ($) | $12,652,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,751,000 | 331 |
| 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 | $185,000 | 363 |
| Number of Managed Accounts | $172,000 | 345 |
| Number of Non-Managed Accounts | $13,000 | 328 |
| Total fiduciary and related assets | $128,453,000 | 368 |
| Managed Assets ($) | $118,202,000 | 344 |
| Non-managed Assets ($) | $10,251,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,317,000 | 328 |
| 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 | $185,000 | 364 |
| Number of Managed Accounts | $172,000 | 341 |
| Number of Non-Managed Accounts | $13,000 | 332 |
| Total fiduciary and related assets | $128,235,000 | 366 |
| Managed Assets ($) | $118,209,000 | 338 |
| Non-managed Assets ($) | $10,026,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 331 |
| 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 | $195,000 | 360 |
| Number of Managed Accounts | $182,000 | 336 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $133,946,000 | 366 |
| Managed Assets ($) | $123,847,000 | 338 |
| Non-managed Assets ($) | $10,099,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 323 |
| 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 | $311,000 | 474 |
| Number of Managed Accounts | $192,000 | 487 |
| Number of Non-Managed Accounts | $119,000 | 282 |
| Total fiduciary and related assets | $153,383,000 | 447 |
| Managed Assets ($) | $122,892,000 | 429 |
| Non-managed Assets ($) | $30,491,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 283 |
| 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 | $314,000 | 343 |
| Number of Managed Accounts | $192,000 | 331 |
| Number of Non-Managed Accounts | $122,000 | 190 |
| Total fiduciary and related assets | $150,220,000 | 360 |
| Managed Assets ($) | $120,909,000 | 330 |
| Non-managed Assets ($) | $29,311,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,342,000 | 284 |
| 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 | $307,000 | 347 |
| Number of Managed Accounts | $183,000 | 340 |
| Number of Non-Managed Accounts | $124,000 | 194 |
| Total fiduciary and related assets | $160,284,000 | 365 |
| Managed Assets ($) | $130,047,000 | 335 |
| Non-managed Assets ($) | $30,237,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 285 |
| 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 | $308,000 | 352 |
| Number of Managed Accounts | $183,000 | 343 |
| Number of Non-Managed Accounts | $125,000 | 193 |
| Total fiduciary and related assets | $159,423,000 | 369 |
| Managed Assets ($) | $128,526,000 | 340 |
| Non-managed Assets ($) | $30,897,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $453,000 | 287 |
| 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 | $306,000 | 491 |
| Number of Managed Accounts | $182,000 | 513 |
| Number of Non-Managed Accounts | $124,000 | 292 |
| Total fiduciary and related assets | $152,210,000 | 468 |
| Managed Assets ($) | $121,533,000 | 440 |
| Non-managed Assets ($) | $30,677,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,926,000 | 273 |
| 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 | $315,000 | 339 |
| Number of Managed Accounts | $189,000 | 324 |
| Number of Non-Managed Accounts | $126,000 | 196 |
| Total fiduciary and related assets | $145,777,000 | 361 |
| Managed Assets ($) | $115,471,000 | 332 |
| Non-managed Assets ($) | $30,306,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,451,000 | 265 |
| 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 | $316,000 | 339 |
| Number of Managed Accounts | $192,000 | 326 |
| Number of Non-Managed Accounts | $124,000 | 196 |
| Total fiduciary and related assets | $140,196,000 | 361 |
| Managed Assets ($) | $112,250,000 | 333 |
| Non-managed Assets ($) | $27,946,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $963,000 | 268 |
| 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 | $293,000 | 349 |
| Number of Managed Accounts | $201,000 | 329 |
| Number of Non-Managed Accounts | $92,000 | 218 |
| Total fiduciary and related assets | $146,164,000 | 367 |
| Managed Assets ($) | $121,070,000 | 334 |
| Non-managed Assets ($) | $25,094,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $513,000 | 256 |
| 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 | $273,000 | 534 |
| Number of Managed Accounts | $198,000 | 501 |
| Number of Non-Managed Accounts | $75,000 | 414 |
| Total fiduciary and related assets | $156,388,000 | 454 |
| Managed Assets ($) | $123,131,000 | 420 |
| Non-managed Assets ($) | $33,257,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,630,000 | 286 |
| 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 | $273,000 | 342 |
| Number of Managed Accounts | $204,000 | 314 |
| Number of Non-Managed Accounts | $69,000 | 235 |
| Total fiduciary and related assets | $148,714,000 | 353 |
| Managed Assets ($) | $134,516,000 | 318 |
| Non-managed Assets ($) | $14,198,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,196,000 | 285 |
| 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 | $275,000 | 348 |
| Number of Managed Accounts | $205,000 | 321 |
| Number of Non-Managed Accounts | $70,000 | 238 |
| Total fiduciary and related assets | $140,947,000 | 358 |
| Managed Assets ($) | $125,983,000 | 325 |
| Non-managed Assets ($) | $14,964,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $785,000 | 290 |
| 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 | $285,000 | 345 |
| Number of Managed Accounts | $218,000 | 316 |
| Number of Non-Managed Accounts | $67,000 | 238 |
| Total fiduciary and related assets | $136,908,000 | 358 |
| Managed Assets ($) | $123,238,000 | 325 |
| Non-managed Assets ($) | $13,670,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 289 |
| 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 | $282,000 | 534 |
| Number of Managed Accounts | $218,000 | 490 |
| Number of Non-Managed Accounts | $64,000 | 482 |
| Total fiduciary and related assets | $138,247,000 | 470 |
| Managed Assets ($) | $125,629,000 | 407 |
| Non-managed Assets ($) | $12,618,000 | 558 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,993,000 | 265 |
| 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 | $278,000 | 366 |
| Number of Managed Accounts | $217,000 | 344 |
| Number of Non-Managed Accounts | $61,000 | 263 |
| Total fiduciary and related assets | $149,671,000 | 384 |
| Managed Assets ($) | $138,832,000 | 347 |
| Non-managed Assets ($) | $10,839,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,549,000 | 264 |
| 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 | $284,000 | 372 |
| Number of Managed Accounts | $225,000 | 343 |
| Number of Non-Managed Accounts | $59,000 | 270 |
| Total fiduciary and related assets | $154,542,000 | 390 |
| Managed Assets ($) | $144,897,000 | 354 |
| Non-managed Assets ($) | $9,645,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 274 |
| 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 | $291,000 | 373 |
| Number of Managed Accounts | $235,000 | 343 |
| Number of Non-Managed Accounts | $56,000 | 276 |
| Total fiduciary and related assets | $148,416,000 | 401 |
| Managed Assets ($) | $144,167,000 | 362 |
| Non-managed Assets ($) | $4,249,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 281 |
| 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 | $288,000 | 533 |
| Number of Managed Accounts | $232,000 | 477 |
| Number of Non-Managed Accounts | $56,000 | 523 |
| Total fiduciary and related assets | $152,380,000 | 502 |
| Managed Assets ($) | $148,097,000 | 421 |
| Non-managed Assets ($) | $4,283,000 | 792 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,961,000 | 279 |
| 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 | $295,000 | 355 |
| Number of Managed Accounts | $240,000 | 329 |
| Number of Non-Managed Accounts | $55,000 | 266 |
| Total fiduciary and related assets | $161,694,000 | 379 |
| Managed Assets ($) | $156,837,000 | 343 |
| Non-managed Assets ($) | $4,857,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 280 |
| 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 | $288,000 | 363 |
| Number of Managed Accounts | $230,000 | 333 |
| Number of Non-Managed Accounts | $58,000 | 270 |
| Total fiduciary and related assets | $153,620,000 | 387 |
| Managed Assets ($) | $148,816,000 | 349 |
| Non-managed Assets ($) | $4,804,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $977,000 | 281 |
| 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 | $297,000 | 357 |
| Number of Managed Accounts | $238,000 | 334 |
| Number of Non-Managed Accounts | $59,000 | 271 |
| Total fiduciary and related assets | $152,351,000 | 388 |
| Managed Assets ($) | $146,779,000 | 352 |
| Non-managed Assets ($) | $5,572,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 279 |
| 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 | $333,000 | 478 |
| Number of Managed Accounts | $265,000 | 428 |
| Number of Non-Managed Accounts | $68,000 | 476 |
| Total fiduciary and related assets | $143,699,000 | 499 |
| Managed Assets ($) | $132,746,000 | 431 |
| Non-managed Assets ($) | $10,953,000 | 630 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,023,000 | 269 |
| 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 | $325,000 | 347 |
| Number of Managed Accounts | $259,000 | 320 |
| Number of Non-Managed Accounts | $66,000 | 268 |
| Total fiduciary and related assets | $140,902,000 | 375 |
| Managed Assets ($) | $130,069,000 | 339 |
| Non-managed Assets ($) | $10,833,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,480,000 | 273 |
| 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 | $332,000 | 353 |
| Number of Managed Accounts | $264,000 | 323 |
| Number of Non-Managed Accounts | $68,000 | 272 |
| Total fiduciary and related assets | $139,644,000 | 382 |
| Managed Assets ($) | $128,995,000 | 344 |
| Non-managed Assets ($) | $10,649,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 280 |
| 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 | $334,000 | 358 |
| Number of Managed Accounts | $266,000 | 330 |
| Number of Non-Managed Accounts | $68,000 | 276 |
| Total fiduciary and related assets | $143,806,000 | 386 |
| Managed Assets ($) | $131,473,000 | 347 |
| Non-managed Assets ($) | $12,333,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $511,000 | 277 |
| 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 | $331,000 | 497 |
| Number of Managed Accounts | $264,000 | 447 |
| Number of Non-Managed Accounts | $67,000 | 498 |
| Total fiduciary and related assets | $139,120,000 | 499 |
| Managed Assets ($) | $128,335,000 | 426 |
| Non-managed Assets ($) | $10,785,000 | 628 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,826,000 | 288 |
| 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 | $337,000 | 349 |
| Number of Managed Accounts | $274,000 | 319 |
| Number of Non-Managed Accounts | $63,000 | 279 |
| Total fiduciary and related assets | $137,723,000 | 376 |
| Managed Assets ($) | $127,046,000 | 340 |
| Non-managed Assets ($) | $10,677,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,326,000 | 288 |
| 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 | $377,000 | 345 |
| Number of Managed Accounts | $304,000 | 319 |
| Number of Non-Managed Accounts | $73,000 | 272 |
| Total fiduciary and related assets | $135,900,000 | 393 |
| Managed Assets ($) | $125,310,000 | 352 |
| Non-managed Assets ($) | $10,590,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $889,000 | 288 |
| 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 | $381,000 | 347 |
| Number of Managed Accounts | $306,000 | 320 |
| Number of Non-Managed Accounts | $75,000 | 269 |
| Total fiduciary and related assets | $131,712,000 | 394 |
| Managed Assets ($) | $117,642,000 | 353 |
| Non-managed Assets ($) | $14,070,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $452,000 | 282 |
| 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 | $392,000 | 450 |
| Number of Managed Accounts | $317,000 | 386 |
| Number of Non-Managed Accounts | $75,000 | 481 |
| Total fiduciary and related assets | $131,899,000 | 502 |
| Managed Assets ($) | $119,112,000 | 433 |
| Non-managed Assets ($) | $12,787,000 | 584 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 278 |
| 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 | $390,000 | 338 |
| Number of Managed Accounts | $315,000 | 310 |
| Number of Non-Managed Accounts | $75,000 | 272 |
| Total fiduciary and related assets | $126,926,000 | 384 |
| Managed Assets ($) | $114,449,000 | 345 |
| Non-managed Assets ($) | $12,477,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 283 |
| 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 | $365,000 | 350 |
| Number of Managed Accounts | $300,000 | 318 |
| Number of Non-Managed Accounts | $65,000 | 294 |
| Total fiduciary and related assets | $126,538,000 | 390 |
| Managed Assets ($) | $113,934,000 | 349 |
| Non-managed Assets ($) | $12,604,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $859,000 | 289 |
| 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 | $364,000 | 352 |
| Number of Managed Accounts | $301,000 | 318 |
| Number of Non-Managed Accounts | $63,000 | 297 |
| Total fiduciary and related assets | $118,813,000 | 396 |
| Managed Assets ($) | $113,932,000 | 356 |
| Non-managed Assets ($) | $4,881,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $417,000 | 292 |
| 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 | $356,000 | 495 |
| Number of Managed Accounts | $293,000 | 415 |
| Number of Non-Managed Accounts | $63,000 | 552 |
| Total fiduciary and related assets | $112,786,000 | 535 |
| Managed Assets ($) | $107,472,000 | 453 |
| Non-managed Assets ($) | $5,314,000 | 789 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 291 |
| 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 | $357,000 | 363 |
| Number of Managed Accounts | $294,000 | 326 |
| Number of Non-Managed Accounts | $63,000 | 306 |
| Total fiduciary and related assets | $111,168,000 | 402 |
| Managed Assets ($) | $105,849,000 | 357 |
| Non-managed Assets ($) | $5,319,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 298 |
| 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 | $358,000 | 369 |
| Number of Managed Accounts | $293,000 | 329 |
| Number of Non-Managed Accounts | $65,000 | 310 |
| Total fiduciary and related assets | $108,608,000 | 405 |
| Managed Assets ($) | $103,291,000 | 364 |
| Non-managed Assets ($) | $5,317,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 302 |
| 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 | $371,000 | 375 |
| Number of Managed Accounts | $307,000 | 335 |
| Number of Non-Managed Accounts | $64,000 | 318 |
| Total fiduciary and related assets | $106,326,000 | 415 |
| Managed Assets ($) | $101,547,000 | 371 |
| Non-managed Assets ($) | $4,779,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $406,000 | 314 |
| 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 | $390,000 | 490 |
| Number of Managed Accounts | $324,000 | 407 |
| Number of Non-Managed Accounts | $66,000 | 543 |
| Total fiduciary and related assets | $108,578,000 | 543 |
| Managed Assets ($) | $103,570,000 | 469 |
| Non-managed Assets ($) | $5,008,000 | 808 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,000 | 350 |
| 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 | $349,000 | 493 |
| Number of Managed Accounts | $289,000 | 412 |
| Number of Non-Managed Accounts | $60,000 | 538 |
| Total fiduciary and related assets | $107,979,000 | 523 |
| Managed Assets ($) | $101,656,000 | 450 |
| Non-managed Assets ($) | $6,323,000 | 717 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 362 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |