Home > Iberiabank > Fiduciary and Related Services
Iberiabank, Fiduciary and Related Services
| 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 | $1,870,000 | 138 |
| Number of Managed Accounts | $1,835,000 | 113 |
| Number of Non-Managed Accounts | $35,000 | 292 |
| Total fiduciary and related assets | $3,072,564,000 | 112 |
| Managed Assets ($) | $2,579,340,000 | 94 |
| Non-managed Assets ($) | $493,224,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,681,000 | 103 |
| 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 | $1,869,000 | 137 |
| Number of Managed Accounts | $1,832,000 | 112 |
| Number of Non-Managed Accounts | $37,000 | 260 |
| Total fiduciary and related assets | $2,656,920,000 | 114 |
| Managed Assets ($) | $2,173,290,000 | 101 |
| Non-managed Assets ($) | $483,630,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,226,000 | 104 |
| 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 | $1,875,000 | 142 |
| Number of Managed Accounts | $1,836,000 | 117 |
| Number of Non-Managed Accounts | $39,000 | 453 |
| Total fiduciary and related assets | $2,864,706,000 | 114 |
| Managed Assets ($) | $2,377,555,000 | 100 |
| Non-managed Assets ($) | $487,151,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,058,000 | 104 |
| 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 | $1,911,000 | 139 |
| Number of Managed Accounts | $1,878,000 | 113 |
| Number of Non-Managed Accounts | $33,000 | 271 |
| Total fiduciary and related assets | $2,834,775,000 | 114 |
| Managed Assets ($) | $2,340,151,000 | 101 |
| Non-managed Assets ($) | $494,624,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,836,000 | 105 |
| 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 | $1,942,000 | 136 |
| Number of Managed Accounts | $1,899,000 | 112 |
| Number of Non-Managed Accounts | $43,000 | 272 |
| Total fiduciary and related assets | $2,842,842,000 | 114 |
| Managed Assets ($) | $2,369,511,000 | 100 |
| Non-managed Assets ($) | $473,331,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,555,000 | 106 |
| 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 | $1,967,000 | 132 |
| Number of Managed Accounts | $1,927,000 | 110 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $2,753,506,000 | 115 |
| Managed Assets ($) | $2,301,165,000 | 100 |
| Non-managed Assets ($) | $452,341,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,167,000 | 105 |
| 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 | $2,026,000 | 130 |
| Number of Managed Accounts | $1,982,000 | 107 |
| Number of Non-Managed Accounts | $44,000 | 434 |
| Total fiduciary and related assets | $2,653,197,000 | 112 |
| Managed Assets ($) | $2,135,166,000 | 98 |
| Non-managed Assets ($) | $518,031,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,981,000 | 106 |
| 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 | $2,037,000 | 126 |
| Number of Managed Accounts | $2,000,000 | 104 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $2,783,080,000 | 112 |
| Managed Assets ($) | $2,266,036,000 | 98 |
| Non-managed Assets ($) | $517,044,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,662,000 | 108 |
| 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 | $2,095,000 | 121 |
| Number of Managed Accounts | $2,053,000 | 100 |
| Number of Non-Managed Accounts | $42,000 | 282 |
| Total fiduciary and related assets | $2,635,304,000 | 114 |
| Managed Assets ($) | $2,108,983,000 | 100 |
| Non-managed Assets ($) | $526,321,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,669,000 | 107 |
| 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 | $2,108,000 | 120 |
| Number of Managed Accounts | $2,064,000 | 100 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $2,698,449,000 | 115 |
| Managed Assets ($) | $2,139,709,000 | 100 |
| Non-managed Assets ($) | $558,740,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,426,000 | 115 |
| 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 | $1,372,000 | 176 |
| Number of Managed Accounts | $1,340,000 | 144 |
| Number of Non-Managed Accounts | $32,000 | 506 |
| Total fiduciary and related assets | $2,162,252,000 | 125 |
| Managed Assets ($) | $1,606,456,000 | 120 |
| Non-managed Assets ($) | $555,796,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,705,000 | 135 |
| 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 | $1,405,000 | 170 |
| Number of Managed Accounts | $1,371,000 | 140 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $2,122,653,000 | 126 |
| Managed Assets ($) | $1,584,288,000 | 120 |
| Non-managed Assets ($) | $538,365,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,625,000 | 144 |
| 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 | $875,000 | 238 |
| Number of Managed Accounts | $841,000 | 204 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $1,512,626,000 | 152 |
| Managed Assets ($) | $978,313,000 | 151 |
| Non-managed Assets ($) | $534,313,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,939,000 | 153 |
| 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 | $850,000 | 240 |
| Number of Managed Accounts | $818,000 | 209 |
| Number of Non-Managed Accounts | $32,000 | 292 |
| Total fiduciary and related assets | $1,496,030,000 | 149 |
| Managed Assets ($) | $954,501,000 | 152 |
| Non-managed Assets ($) | $541,529,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,913,000 | 157 |
| 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 | $847,000 | 247 |
| Number of Managed Accounts | $811,000 | 208 |
| Number of Non-Managed Accounts | $36,000 | 497 |
| Total fiduciary and related assets | $1,457,882,000 | 146 |
| Managed Assets ($) | $916,521,000 | 154 |
| Non-managed Assets ($) | $541,361,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,175,000 | 157 |
| 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 | $848,000 | 237 |
| Number of Managed Accounts | $813,000 | 205 |
| Number of Non-Managed Accounts | $35,000 | 299 |
| Total fiduciary and related assets | $1,405,230,000 | 150 |
| Managed Assets ($) | $881,392,000 | 156 |
| Non-managed Assets ($) | $523,838,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,235,000 | 158 |
| 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 | $855,000 | 239 |
| Number of Managed Accounts | $820,000 | 203 |
| Number of Non-Managed Accounts | $35,000 | 298 |
| Total fiduciary and related assets | $1,372,840,000 | 150 |
| Managed Assets ($) | $874,178,000 | 158 |
| Non-managed Assets ($) | $498,662,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,507,000 | 156 |
| 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 | $858,000 | 236 |
| Number of Managed Accounts | $824,000 | 202 |
| Number of Non-Managed Accounts | $34,000 | 301 |
| Total fiduciary and related assets | $1,337,440,000 | 154 |
| Managed Assets ($) | $866,691,000 | 157 |
| Non-managed Assets ($) | $470,749,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 157 |
| 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 | $880,000 | 241 |
| Number of Managed Accounts | $848,000 | 195 |
| Number of Non-Managed Accounts | $32,000 | 534 |
| Total fiduciary and related assets | $1,331,947,000 | 152 |
| Managed Assets ($) | $877,051,000 | 156 |
| Non-managed Assets ($) | $454,896,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,974,000 | 161 |
| 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 | $870,000 | 235 |
| Number of Managed Accounts | $840,000 | 193 |
| Number of Non-Managed Accounts | $30,000 | 301 |
| Total fiduciary and related assets | $1,320,647,000 | 151 |
| Managed Assets ($) | $1,223,135,000 | 119 |
| Non-managed Assets ($) | $97,512,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,213,000 | 163 |
| 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 | $855,000 | 241 |
| Number of Managed Accounts | $831,000 | 198 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $1,342,034,000 | 155 |
| Managed Assets ($) | $1,264,777,000 | 123 |
| Non-managed Assets ($) | $77,257,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,459,000 | 165 |
| 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 | $844,000 | 240 |
| Number of Managed Accounts | $822,000 | 196 |
| Number of Non-Managed Accounts | $22,000 | 330 |
| Total fiduciary and related assets | $1,376,545,000 | 153 |
| Managed Assets ($) | $1,308,133,000 | 119 |
| Non-managed Assets ($) | $68,412,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 167 |
| 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 | $808,000 | 252 |
| Number of Managed Accounts | $789,000 | 205 |
| Number of Non-Managed Accounts | $19,000 | 688 |
| Total fiduciary and related assets | $1,223,933,000 | 163 |
| Managed Assets ($) | $1,158,860,000 | 127 |
| Non-managed Assets ($) | $65,073,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,019,000 | 173 |
| 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 | $796,000 | 248 |
| Number of Managed Accounts | $776,000 | 203 |
| Number of Non-Managed Accounts | $20,000 | 336 |
| Total fiduciary and related assets | $1,167,221,000 | 165 |
| Managed Assets ($) | $1,112,771,000 | 126 |
| Non-managed Assets ($) | $54,450,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,426,000 | 173 |
| 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 | $778,000 | 249 |
| Number of Managed Accounts | $759,000 | 208 |
| Number of Non-Managed Accounts | $19,000 | 336 |
| Total fiduciary and related assets | $1,090,099,000 | 171 |
| Managed Assets ($) | $1,034,752,000 | 130 |
| Non-managed Assets ($) | $55,347,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,950,000 | 173 |
| 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 | $780,000 | 250 |
| Number of Managed Accounts | $757,000 | 206 |
| Number of Non-Managed Accounts | $23,000 | 325 |
| Total fiduciary and related assets | $1,062,304,000 | 170 |
| Managed Assets ($) | $996,178,000 | 130 |
| Non-managed Assets ($) | $66,126,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,430,000 | 178 |
| 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 | $781,000 | 261 |
| Number of Managed Accounts | $756,000 | 207 |
| Number of Non-Managed Accounts | $25,000 | 629 |
| Total fiduciary and related assets | $1,049,760,000 | 168 |
| Managed Assets ($) | $980,801,000 | 132 |
| Non-managed Assets ($) | $68,959,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,536,000 | 167 |
| 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 | $785,000 | 247 |
| Number of Managed Accounts | $754,000 | 201 |
| Number of Non-Managed Accounts | $31,000 | 293 |
| Total fiduciary and related assets | $1,045,064,000 | 162 |
| Managed Assets ($) | $975,481,000 | 127 |
| Non-managed Assets ($) | $69,583,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,140,000 | 163 |
| 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 | $750,000 | 252 |
| Number of Managed Accounts | $728,000 | 203 |
| Number of Non-Managed Accounts | $22,000 | 319 |
| Total fiduciary and related assets | $1,018,120,000 | 159 |
| Managed Assets ($) | $958,149,000 | 126 |
| Non-managed Assets ($) | $59,971,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,640,000 | 168 |
| 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 | $737,000 | 259 |
| Number of Managed Accounts | $714,000 | 207 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $1,005,682,000 | 160 |
| Managed Assets ($) | $944,681,000 | 128 |
| Non-managed Assets ($) | $61,001,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,240,000 | 179 |
| 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 | $652,000 | 299 |
| Number of Managed Accounts | $629,000 | 238 |
| Number of Non-Managed Accounts | $23,000 | 675 |
| Total fiduciary and related assets | $903,818,000 | 174 |
| Managed Assets ($) | $841,702,000 | 138 |
| Non-managed Assets ($) | $62,116,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,331,000 | 192 |
| 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 | $601,000 | 278 |
| Number of Managed Accounts | $576,000 | 237 |
| Number of Non-Managed Accounts | $25,000 | 301 |
| Total fiduciary and related assets | $843,660,000 | 179 |
| Managed Assets ($) | $768,585,000 | 147 |
| Non-managed Assets ($) | $75,075,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,106,000 | 193 |
| 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 | $569,000 | 284 |
| Number of Managed Accounts | $547,000 | 243 |
| Number of Non-Managed Accounts | $22,000 | 306 |
| Total fiduciary and related assets | $790,561,000 | 177 |
| Managed Assets ($) | $728,481,000 | 144 |
| Non-managed Assets ($) | $62,080,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,004,000 | 197 |
| 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 | $536,000 | 290 |
| Number of Managed Accounts | $501,000 | 249 |
| Number of Non-Managed Accounts | $35,000 | 277 |
| Total fiduciary and related assets | $737,092,000 | 189 |
| Managed Assets ($) | $668,024,000 | 155 |
| Non-managed Assets ($) | $69,068,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 212 |
| 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 | $548,000 | 337 |
| Number of Managed Accounts | $422,000 | 313 |
| Number of Non-Managed Accounts | $126,000 | 276 |
| Total fiduciary and related assets | $677,198,000 | 194 |
| Managed Assets ($) | $596,199,000 | 160 |
| Non-managed Assets ($) | $80,999,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,465,000 | 234 |
| 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 | $1,627,000 | 250 |
| 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 | $815,000 | 305 |
| 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 | $349,000 | 340 |
| 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 | $7,000 | 1,342 |
| Number of Managed Accounts | $7,000 | 1,193 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $8,333,000 | 1,075 |
| Managed Assets ($) | $8,333,000 | 991 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000 | 1,147 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,195 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| 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 | $0 | 1,319 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,202 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| 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 | $0 | 1,300 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,230 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| 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 | $0 | 1,246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,244 |
| Fiduciary power exercised | $0 | 1,675 |
| Fiduciary or related activity | $0 | 1,593 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,390 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| 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 | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $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 |