Home > Landmark Bank > Fiduciary and Related Services
Landmark Bank, Fiduciary and Related Services
| 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 | $2,225,000 | 118 |
| Number of Managed Accounts | $2,215,000 | 100 |
| Number of Non-Managed Accounts | $10,000 | 658 |
| Total fiduciary and related assets | $880,559,000 | 223 |
| Managed Assets ($) | $878,635,000 | 180 |
| Non-managed Assets ($) | $1,924,000 | 685 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 497 |
| 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 | $2,225,000 | 116 |
| Number of Managed Accounts | $2,215,000 | 98 |
| Number of Non-Managed Accounts | $10,000 | 308 |
| Total fiduciary and related assets | $781,106,000 | 222 |
| Managed Assets ($) | $779,570,000 | 190 |
| Non-managed Assets ($) | $1,536,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,312,000 | 228 |
| 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 | $2,225,000 | 116 |
| Number of Managed Accounts | $2,215,000 | 97 |
| Number of Non-Managed Accounts | $10,000 | 340 |
| Total fiduciary and related assets | $774,143,000 | 225 |
| Managed Assets ($) | $772,614,000 | 190 |
| Non-managed Assets ($) | $1,529,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,229,000 | 227 |
| 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 | $2,218,000 | 116 |
| Number of Managed Accounts | $2,206,000 | 98 |
| Number of Non-Managed Accounts | $12,000 | 342 |
| Total fiduciary and related assets | $767,878,000 | 223 |
| Managed Assets ($) | $766,225,000 | 189 |
| Non-managed Assets ($) | $1,653,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 227 |
| 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 | $2,209,000 | 117 |
| Number of Managed Accounts | $2,196,000 | 93 |
| Number of Non-Managed Accounts | $13,000 | 641 |
| Total fiduciary and related assets | $726,805,000 | 225 |
| Managed Assets ($) | $725,132,000 | 187 |
| Non-managed Assets ($) | $1,673,000 | 717 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,379,000 | 227 |
| 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 | $2,157,000 | 117 |
| Number of Managed Accounts | $2,142,000 | 94 |
| Number of Non-Managed Accounts | $15,000 | 335 |
| Total fiduciary and related assets | $781,248,000 | 226 |
| Managed Assets ($) | $779,006,000 | 184 |
| Non-managed Assets ($) | $2,242,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,321,000 | 226 |
| 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 | $2,159,000 | 114 |
| Number of Managed Accounts | $2,144,000 | 92 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $772,461,000 | 222 |
| Managed Assets ($) | $770,246,000 | 183 |
| Non-managed Assets ($) | $2,215,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,156,000 | 231 |
| 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 | $2,178,000 | 115 |
| Number of Managed Accounts | $2,161,000 | 93 |
| Number of Non-Managed Accounts | $17,000 | 334 |
| Total fiduciary and related assets | $745,795,000 | 225 |
| Managed Assets ($) | $697,655,000 | 191 |
| Non-managed Assets ($) | $48,140,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,037,000 | 236 |
| 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 | $2,181,000 | 116 |
| Number of Managed Accounts | $2,165,000 | 94 |
| Number of Non-Managed Accounts | $16,000 | 624 |
| Total fiduciary and related assets | $742,449,000 | 228 |
| Managed Assets ($) | $694,495,000 | 195 |
| Non-managed Assets ($) | $47,954,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,919,000 | 237 |
| 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 | $2,172,000 | 114 |
| Number of Managed Accounts | $2,156,000 | 96 |
| Number of Non-Managed Accounts | $16,000 | 326 |
| Total fiduciary and related assets | $724,366,000 | 228 |
| Managed Assets ($) | $677,923,000 | 196 |
| Non-managed Assets ($) | $46,443,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 239 |
| 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 | $898,000 | 235 |
| Number of Managed Accounts | $878,000 | 198 |
| Number of Non-Managed Accounts | $20,000 | 320 |
| Total fiduciary and related assets | $1,022,454,000 | 193 |
| Managed Assets ($) | $621,373,000 | 202 |
| Non-managed Assets ($) | $401,081,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 243 |
| 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 | $880,000 | 236 |
| Number of Managed Accounts | $861,000 | 201 |
| Number of Non-Managed Accounts | $19,000 | 323 |
| Total fiduciary and related assets | $971,807,000 | 198 |
| Managed Assets ($) | $576,594,000 | 215 |
| Non-managed Assets ($) | $395,213,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 251 |
| 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 | $891,000 | 237 |
| Number of Managed Accounts | $868,000 | 199 |
| Number of Non-Managed Accounts | $23,000 | 587 |
| Total fiduciary and related assets | $942,037,000 | 197 |
| Managed Assets ($) | $549,436,000 | 218 |
| Non-managed Assets ($) | $392,601,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,438,000 | 247 |
| 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 | $912,000 | 225 |
| Number of Managed Accounts | $871,000 | 196 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $913,587,000 | 200 |
| Managed Assets ($) | $561,716,000 | 216 |
| Non-managed Assets ($) | $351,871,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,562,000 | 249 |
| 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 | $881,000 | 234 |
| Number of Managed Accounts | $819,000 | 204 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $859,584,000 | 201 |
| Managed Assets ($) | $562,155,000 | 215 |
| Non-managed Assets ($) | $297,429,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 253 |
| 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 | $874,000 | 232 |
| Number of Managed Accounts | $811,000 | 204 |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Total fiduciary and related assets | $830,475,000 | 204 |
| Managed Assets ($) | $536,410,000 | 221 |
| Non-managed Assets ($) | $294,065,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $832,000 | 253 |
| 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 | $839,000 | 249 |
| Number of Managed Accounts | $775,000 | 211 |
| Number of Non-Managed Accounts | $64,000 | 379 |
| Total fiduciary and related assets | $816,773,000 | 206 |
| Managed Assets ($) | $520,972,000 | 226 |
| Non-managed Assets ($) | $295,801,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,317,000 | 258 |
| 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 | $811,000 | 245 |
| Number of Managed Accounts | $751,000 | 213 |
| Number of Non-Managed Accounts | $60,000 | 250 |
| Total fiduciary and related assets | $859,571,000 | 203 |
| Managed Assets ($) | $528,955,000 | 216 |
| Non-managed Assets ($) | $330,616,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,484,000 | 260 |
| 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 | $788,000 | 253 |
| Number of Managed Accounts | $726,000 | 222 |
| Number of Non-Managed Accounts | $62,000 | 249 |
| Total fiduciary and related assets | $875,900,000 | 204 |
| Managed Assets ($) | $545,097,000 | 221 |
| Non-managed Assets ($) | $330,803,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,646,000 | 261 |
| 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 | $740,000 | 262 |
| Number of Managed Accounts | $678,000 | 228 |
| Number of Non-Managed Accounts | $62,000 | 250 |
| Total fiduciary and related assets | $846,673,000 | 206 |
| Managed Assets ($) | $517,663,000 | 229 |
| Non-managed Assets ($) | $329,010,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 261 |
| 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 | $725,000 | 278 |
| Number of Managed Accounts | $661,000 | 240 |
| Number of Non-Managed Accounts | $64,000 | 399 |
| Total fiduciary and related assets | $783,860,000 | 208 |
| Managed Assets ($) | $487,003,000 | 235 |
| Non-managed Assets ($) | $296,857,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,090,000 | 269 |
| 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 | $698,000 | 269 |
| Number of Managed Accounts | $631,000 | 242 |
| Number of Non-Managed Accounts | $67,000 | 247 |
| Total fiduciary and related assets | $796,545,000 | 206 |
| Managed Assets ($) | $473,792,000 | 236 |
| Non-managed Assets ($) | $322,753,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,290,000 | 273 |
| 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 | $663,000 | 278 |
| Number of Managed Accounts | $603,000 | 250 |
| Number of Non-Managed Accounts | $60,000 | 253 |
| Total fiduciary and related assets | $822,014,000 | 202 |
| Managed Assets ($) | $499,623,000 | 234 |
| Non-managed Assets ($) | $322,391,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 274 |
| 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 | $633,000 | 285 |
| Number of Managed Accounts | $575,000 | 254 |
| Number of Non-Managed Accounts | $58,000 | 259 |
| Total fiduciary and related assets | $775,307,000 | 203 |
| Managed Assets ($) | $462,382,000 | 234 |
| Non-managed Assets ($) | $312,925,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 277 |
| 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 | $595,000 | 318 |
| Number of Managed Accounts | $543,000 | 277 |
| Number of Non-Managed Accounts | $52,000 | 454 |
| Total fiduciary and related assets | $470,431,000 | 271 |
| Managed Assets ($) | $436,111,000 | 238 |
| Non-managed Assets ($) | $34,320,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 279 |
| 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 | $594,000 | 285 |
| Number of Managed Accounts | $537,000 | 259 |
| Number of Non-Managed Accounts | $57,000 | 261 |
| Total fiduciary and related assets | $453,141,000 | 271 |
| Managed Assets ($) | $419,904,000 | 237 |
| Non-managed Assets ($) | $33,237,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,986,000 | 278 |
| 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 | $588,000 | 284 |
| Number of Managed Accounts | $528,000 | 259 |
| Number of Non-Managed Accounts | $60,000 | 252 |
| Total fiduciary and related assets | $443,148,000 | 270 |
| Managed Assets ($) | $409,550,000 | 232 |
| Non-managed Assets ($) | $33,598,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,321,000 | 277 |
| 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 | $589,000 | 287 |
| Number of Managed Accounts | $527,000 | 258 |
| Number of Non-Managed Accounts | $62,000 | 252 |
| Total fiduciary and related assets | $438,187,000 | 273 |
| Managed Assets ($) | $405,260,000 | 230 |
| Non-managed Assets ($) | $32,927,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 279 |
| 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 | $585,000 | 322 |
| Number of Managed Accounts | $511,000 | 277 |
| Number of Non-Managed Accounts | $74,000 | 381 |
| Total fiduciary and related assets | $415,759,000 | 278 |
| Managed Assets ($) | $366,813,000 | 243 |
| Non-managed Assets ($) | $48,946,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,435,000 | 274 |
| 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 | $589,000 | 283 |
| Number of Managed Accounts | $509,000 | 255 |
| Number of Non-Managed Accounts | $80,000 | 222 |
| Total fiduciary and related assets | $386,671,000 | 286 |
| Managed Assets ($) | $341,430,000 | 250 |
| Non-managed Assets ($) | $45,241,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,795,000 | 278 |
| 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 | $589,000 | 279 |
| Number of Managed Accounts | $506,000 | 251 |
| Number of Non-Managed Accounts | $83,000 | 215 |
| Total fiduciary and related assets | $370,269,000 | 288 |
| Managed Assets ($) | $325,959,000 | 253 |
| Non-managed Assets ($) | $44,310,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,181,000 | 281 |
| 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 | $577,000 | 280 |
| Number of Managed Accounts | $491,000 | 252 |
| Number of Non-Managed Accounts | $86,000 | 212 |
| Total fiduciary and related assets | $368,188,000 | 286 |
| Managed Assets ($) | $323,525,000 | 253 |
| Non-managed Assets ($) | $44,663,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $582,000 | 284 |
| 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 | $564,000 | 331 |
| Number of Managed Accounts | $478,000 | 280 |
| Number of Non-Managed Accounts | $86,000 | 348 |
| Total fiduciary and related assets | $344,138,000 | 293 |
| Managed Assets ($) | $302,740,000 | 260 |
| Non-managed Assets ($) | $41,398,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,291,000 | 244 |
| 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 | $617,000 | 272 |
| Number of Managed Accounts | $486,000 | 252 |
| Number of Non-Managed Accounts | $131,000 | 186 |
| Total fiduciary and related assets | $340,561,000 | 285 |
| Managed Assets ($) | $301,523,000 | 253 |
| Non-managed Assets ($) | $39,038,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 246 |
| 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 | $587,000 | 283 |
| Number of Managed Accounts | $496,000 | 252 |
| Number of Non-Managed Accounts | $91,000 | 212 |
| Total fiduciary and related assets | $349,816,000 | 284 |
| Managed Assets ($) | $311,065,000 | 258 |
| Non-managed Assets ($) | $38,751,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 244 |
| 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 | $544,000 | 296 |
| Number of Managed Accounts | $471,000 | 257 |
| Number of Non-Managed Accounts | $73,000 | 232 |
| Total fiduciary and related assets | $325,840,000 | 304 |
| Managed Assets ($) | $288,270,000 | 268 |
| Non-managed Assets ($) | $37,570,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 246 |
| 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 | $526,000 | 355 |
| Number of Managed Accounts | $454,000 | 296 |
| Number of Non-Managed Accounts | $72,000 | 412 |
| Total fiduciary and related assets | $304,388,000 | 318 |
| Managed Assets ($) | $267,506,000 | 283 |
| Non-managed Assets ($) | $36,882,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,000 | 259 |
| 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 | $544,000 | 291 |
| Number of Managed Accounts | $471,000 | 252 |
| Number of Non-Managed Accounts | $73,000 | 230 |
| Total fiduciary and related assets | $301,349,000 | 303 |
| Managed Assets ($) | $266,176,000 | 271 |
| Non-managed Assets ($) | $35,173,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 255 |
| 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 | $539,000 | 293 |
| Number of Managed Accounts | $466,000 | 252 |
| Number of Non-Managed Accounts | $73,000 | 233 |
| Total fiduciary and related assets | $278,414,000 | 311 |
| Managed Assets ($) | $246,241,000 | 272 |
| Non-managed Assets ($) | $32,173,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $979,000 | 262 |
| 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 | $558,000 | 289 |
| Number of Managed Accounts | $483,000 | 252 |
| Number of Non-Managed Accounts | $75,000 | 232 |
| Total fiduciary and related assets | $281,469,000 | 323 |
| Managed Assets ($) | $247,652,000 | 279 |
| Non-managed Assets ($) | $33,817,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,000 | 273 |
| 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 | $550,000 | 354 |
| Number of Managed Accounts | $479,000 | 288 |
| Number of Non-Managed Accounts | $71,000 | 434 |
| Total fiduciary and related assets | $268,414,000 | 331 |
| Managed Assets ($) | $237,424,000 | 288 |
| Non-managed Assets ($) | $30,990,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 273 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 273 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 280 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 336 |
| 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 | $439,000 | 413 |
| Number of Managed Accounts | $360,000 | 355 |
| Number of Non-Managed Accounts | $79,000 | 425 |
| Total fiduciary and related assets | $191,718,000 | 392 |
| Managed Assets ($) | $169,961,000 | 346 |
| Non-managed Assets ($) | $21,757,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,391,000 | 335 |
| 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 | $1,076,000 | 334 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $699,000 | 344 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $343,000 | 350 |
| 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 | $441,000 | 416 |
| Number of Managed Accounts | $350,000 | 363 |
| Number of Non-Managed Accounts | $91,000 | 390 |
| Total fiduciary and related assets | $216,237,000 | 419 |
| Managed Assets ($) | $192,290,000 | 374 |
| Non-managed Assets ($) | $23,947,000 | 474 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 360 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 369 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 379 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $289,000 | 388 |
| 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 | $472,000 | 386 |
| Number of Managed Accounts | $339,000 | 359 |
| Number of Non-Managed Accounts | $133,000 | 310 |
| Total fiduciary and related assets | $176,113,000 | 459 |
| Managed Assets ($) | $154,542,000 | 400 |
| Non-managed Assets ($) | $21,571,000 | 503 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 406 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 420 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 440 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $218,000 | 451 |
| 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 | $491,000 | 379 |
| Number of Managed Accounts | $362,000 | 360 |
| Number of Non-Managed Accounts | $129,000 | 330 |
| Total fiduciary and related assets | $149,979,000 | 487 |
| Managed Assets ($) | $140,329,000 | 409 |
| Non-managed Assets ($) | $9,650,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,000 | 413 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 433 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $402,000 | 439 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 422 |
| 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 | $382,000 | 457 |
| Number of Managed Accounts | $255,000 | 457 |
| Number of Non-Managed Accounts | $127,000 | 352 |
| Total fiduciary and related assets | $108,332,000 | 562 |
| Managed Assets ($) | $98,813,000 | 486 |
| Non-managed Assets ($) | $9,519,000 | 652 |
| Memoranda | ||
| Gross Fiduciary activities income | $744,000 | 442 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 456 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 455 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $169,000 | 479 |
| 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 | $306,000 | 536 |
| Number of Managed Accounts | $196,000 | 534 |
| Number of Non-Managed Accounts | $110,000 | 411 |
| Total fiduciary and related assets | $91,890,000 | 596 |
| Managed Assets ($) | $82,852,000 | 510 |
| Non-managed Assets ($) | $9,038,000 | 683 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 483 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 504 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $328,000 | 483 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 493 |
| 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 | $247,000 | 637 |
| Number of Managed Accounts | $182,000 | 586 |
| Number of Non-Managed Accounts | $65,000 | 546 |
| Total fiduciary and related assets | $84,808,000 | 613 |
| Managed Assets ($) | $75,962,000 | 534 |
| Non-managed Assets ($) | $8,846,000 | 678 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 545 |
| 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 | $247,000 | 600 |
| Number of Managed Accounts | $137,000 | 643 |
| Number of Non-Managed Accounts | $110,000 | 388 |
| Total fiduciary and related assets | $76,251,000 | 617 |
| Managed Assets ($) | $54,915,000 | 607 |
| Non-managed Assets ($) | $21,336,000 | 486 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 578 |
| 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 | $498,000 | 600 |
| 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 | $556,000 | 606 |
| 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 | $411,000 | 701 |
| 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 | $350,000 | 771 |
| 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 | $244,000 | 921 |
| 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 | $215,000 | 985 |
| 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 | $195,000 | 1,024 |
| 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 | $165,000 | 1,097 |
| 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 | $175,000 | 1,120 |