Home > Mutual of Omaha Bank > Fiduciary and Related Services
Mutual of Omaha 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 | $426,000 | 368 |
| Number of Managed Accounts | $418,000 | 314 |
| Number of Non-Managed Accounts | $8,000 | 686 |
| Total fiduciary and related assets | $628,363,000 | 260 |
| Managed Assets ($) | $621,632,000 | 227 |
| Non-managed Assets ($) | $6,731,000 | 567 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,871,000 | 246 |
| 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 | $423,000 | 295 |
| Number of Managed Accounts | $416,000 | 269 |
| Number of Non-Managed Accounts | $7,000 | 315 |
| Total fiduciary and related assets | $629,823,000 | 250 |
| Managed Assets ($) | $624,560,000 | 223 |
| Non-managed Assets ($) | $5,263,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,880,000 | 249 |
| 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 | $437,000 | 316 |
| Number of Managed Accounts | $428,000 | 287 |
| Number of Non-Managed Accounts | $9,000 | 344 |
| Total fiduciary and related assets | $625,173,000 | 253 |
| Managed Assets ($) | $618,901,000 | 224 |
| Non-managed Assets ($) | $6,272,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,958,000 | 244 |
| 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 | $447,000 | 318 |
| Number of Managed Accounts | $439,000 | 287 |
| Number of Non-Managed Accounts | $8,000 | 355 |
| Total fiduciary and related assets | $652,438,000 | 244 |
| Managed Assets ($) | $644,179,000 | 206 |
| Non-managed Assets ($) | $8,259,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $962,000 | 243 |
| 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 | $462,000 | 345 |
| Number of Managed Accounts | $453,000 | 302 |
| Number of Non-Managed Accounts | $9,000 | 689 |
| Total fiduciary and related assets | $637,896,000 | 244 |
| Managed Assets ($) | $633,132,000 | 203 |
| Non-managed Assets ($) | $4,764,000 | 634 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,096,000 | 238 |
| 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 | $474,000 | 306 |
| Number of Managed Accounts | $463,000 | 283 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $682,629,000 | 243 |
| Managed Assets ($) | $677,430,000 | 202 |
| Non-managed Assets ($) | $5,199,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,093,000 | 237 |
| 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 | $489,000 | 307 |
| Number of Managed Accounts | $477,000 | 280 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $671,614,000 | 243 |
| Managed Assets ($) | $666,677,000 | 201 |
| Non-managed Assets ($) | $4,937,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,048,000 | 239 |
| 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 | $499,000 | 304 |
| Number of Managed Accounts | $489,000 | 277 |
| Number of Non-Managed Accounts | $10,000 | 355 |
| Total fiduciary and related assets | $633,777,000 | 249 |
| Managed Assets ($) | $629,057,000 | 209 |
| Non-managed Assets ($) | $4,720,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 241 |
| 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 | $504,000 | 336 |
| Number of Managed Accounts | $493,000 | 292 |
| Number of Non-Managed Accounts | $11,000 | 690 |
| Total fiduciary and related assets | $644,294,000 | 248 |
| Managed Assets ($) | $639,435,000 | 207 |
| Non-managed Assets ($) | $4,859,000 | 659 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,991,000 | 235 |
| 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 | $507,000 | 299 |
| Number of Managed Accounts | $497,000 | 267 |
| Number of Non-Managed Accounts | $10,000 | 345 |
| Total fiduciary and related assets | $620,899,000 | 250 |
| Managed Assets ($) | $616,124,000 | 209 |
| Non-managed Assets ($) | $4,775,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,890,000 | 240 |
| 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 | $515,000 | 298 |
| Number of Managed Accounts | $504,000 | 267 |
| Number of Non-Managed Accounts | $11,000 | 343 |
| Total fiduciary and related assets | $616,214,000 | 246 |
| Managed Assets ($) | $611,461,000 | 205 |
| Non-managed Assets ($) | $4,753,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 240 |
| 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 | $524,000 | 300 |
| Number of Managed Accounts | $513,000 | 266 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $606,150,000 | 244 |
| Managed Assets ($) | $601,544,000 | 208 |
| Non-managed Assets ($) | $4,606,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 243 |
| 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 | $522,000 | 334 |
| Number of Managed Accounts | $510,000 | 280 |
| Number of Non-Managed Accounts | $12,000 | 696 |
| Total fiduciary and related assets | $593,236,000 | 245 |
| Managed Assets ($) | $587,815,000 | 209 |
| Non-managed Assets ($) | $5,421,000 | 661 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,830,000 | 232 |
| 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 | $536,000 | 298 |
| Number of Managed Accounts | $524,000 | 264 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $607,643,000 | 241 |
| Managed Assets ($) | $602,013,000 | 203 |
| Non-managed Assets ($) | $5,630,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,902,000 | 230 |
| 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 | $544,000 | 298 |
| Number of Managed Accounts | $532,000 | 263 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $631,855,000 | 242 |
| Managed Assets ($) | $626,118,000 | 195 |
| Non-managed Assets ($) | $5,737,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 230 |
| 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 | $548,000 | 299 |
| Number of Managed Accounts | $536,000 | 261 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $624,516,000 | 240 |
| Managed Assets ($) | $618,843,000 | 194 |
| Non-managed Assets ($) | $5,673,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $901,000 | 239 |
| 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 | $547,000 | 327 |
| Number of Managed Accounts | $534,000 | 268 |
| Number of Non-Managed Accounts | $13,000 | 715 |
| Total fiduciary and related assets | $617,558,000 | 237 |
| Managed Assets ($) | $611,748,000 | 192 |
| Non-managed Assets ($) | $5,810,000 | 655 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,870,000 | 232 |
| 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 | $548,000 | 297 |
| Number of Managed Accounts | $535,000 | 258 |
| Number of Non-Managed Accounts | $13,000 | 347 |
| Total fiduciary and related assets | $627,788,000 | 234 |
| Managed Assets ($) | $621,792,000 | 187 |
| Non-managed Assets ($) | $5,996,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,901,000 | 232 |
| 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 | $557,000 | 295 |
| Number of Managed Accounts | $544,000 | 259 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $645,173,000 | 239 |
| Managed Assets ($) | $638,942,000 | 188 |
| Non-managed Assets ($) | $6,231,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,959,000 | 234 |
| 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 | $554,000 | 298 |
| Number of Managed Accounts | $541,000 | 259 |
| Number of Non-Managed Accounts | $13,000 | 354 |
| Total fiduciary and related assets | $659,958,000 | 237 |
| Managed Assets ($) | $653,642,000 | 189 |
| Non-managed Assets ($) | $6,316,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 235 |
| 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 | $560,000 | 328 |
| Number of Managed Accounts | $547,000 | 270 |
| Number of Non-Managed Accounts | $13,000 | 764 |
| Total fiduciary and related assets | $623,035,000 | 245 |
| Managed Assets ($) | $616,602,000 | 192 |
| Non-managed Assets ($) | $6,433,000 | 674 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,862,000 | 230 |
| 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 | $570,000 | 297 |
| Number of Managed Accounts | $557,000 | 259 |
| Number of Non-Managed Accounts | $13,000 | 352 |
| Total fiduciary and related assets | $620,109,000 | 247 |
| Managed Assets ($) | $612,752,000 | 192 |
| Non-managed Assets ($) | $7,357,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,876,000 | 232 |
| 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 | $565,000 | 299 |
| Number of Managed Accounts | $552,000 | 260 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $556,227,000 | 258 |
| Managed Assets ($) | $548,852,000 | 209 |
| Non-managed Assets ($) | $7,375,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,857,000 | 240 |
| 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 | $570,000 | 301 |
| Number of Managed Accounts | $557,000 | 261 |
| Number of Non-Managed Accounts | $13,000 | 355 |
| Total fiduciary and related assets | $528,470,000 | 260 |
| Managed Assets ($) | $521,398,000 | 215 |
| Non-managed Assets ($) | $7,072,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 243 |
| 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 | $574,000 | 326 |
| Number of Managed Accounts | $559,000 | 268 |
| Number of Non-Managed Accounts | $15,000 | 741 |
| Total fiduciary and related assets | $518,157,000 | 262 |
| Managed Assets ($) | $511,073,000 | 215 |
| Non-managed Assets ($) | $7,084,000 | 657 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,268,000 | 246 |
| 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 | $577,000 | 290 |
| Number of Managed Accounts | $560,000 | 253 |
| Number of Non-Managed Accounts | $17,000 | 331 |
| Total fiduciary and related assets | $491,842,000 | 260 |
| Managed Assets ($) | $484,191,000 | 218 |
| Non-managed Assets ($) | $7,651,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,456,000 | 243 |
| 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 | $585,000 | 286 |
| Number of Managed Accounts | $565,000 | 249 |
| Number of Non-Managed Accounts | $20,000 | 324 |
| Total fiduciary and related assets | $502,131,000 | 255 |
| Managed Assets ($) | $491,234,000 | 204 |
| Non-managed Assets ($) | $10,897,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,683,000 | 239 |
| 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 | $573,000 | 291 |
| Number of Managed Accounts | $552,000 | 250 |
| Number of Non-Managed Accounts | $21,000 | 323 |
| Total fiduciary and related assets | $512,460,000 | 253 |
| Managed Assets ($) | $500,800,000 | 204 |
| Non-managed Assets ($) | $11,660,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 233 |
| 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 | $560,000 | 329 |
| Number of Managed Accounts | $540,000 | 267 |
| Number of Non-Managed Accounts | $20,000 | 701 |
| Total fiduciary and related assets | $468,760,000 | 260 |
| Managed Assets ($) | $458,651,000 | 212 |
| Non-managed Assets ($) | $10,109,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,012,000 | 238 |
| 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 | $554,000 | 288 |
| Number of Managed Accounts | $534,000 | 248 |
| Number of Non-Managed Accounts | $20,000 | 311 |
| Total fiduciary and related assets | $455,586,000 | 266 |
| Managed Assets ($) | $438,586,000 | 218 |
| Non-managed Assets ($) | $17,000,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 239 |
| 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 | $544,000 | 290 |
| Number of Managed Accounts | $525,000 | 245 |
| Number of Non-Managed Accounts | $19,000 | 315 |
| Total fiduciary and related assets | $448,994,000 | 261 |
| Managed Assets ($) | $437,435,000 | 210 |
| Non-managed Assets ($) | $11,559,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,475,000 | 241 |
| 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 | $539,000 | 289 |
| Number of Managed Accounts | $520,000 | 244 |
| Number of Non-Managed Accounts | $19,000 | 310 |
| Total fiduciary and related assets | $518,335,000 | 238 |
| Managed Assets ($) | $506,828,000 | 186 |
| Non-managed Assets ($) | $11,507,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $745,000 | 244 |
| 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 | $537,000 | 343 |
| Number of Managed Accounts | $520,000 | 266 |
| Number of Non-Managed Accounts | $17,000 | 747 |
| Total fiduciary and related assets | $470,266,000 | 246 |
| Managed Assets ($) | $458,588,000 | 199 |
| Non-managed Assets ($) | $11,678,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 208 |
| 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 | $526,000 | 293 |
| Number of Managed Accounts | $508,000 | 248 |
| Number of Non-Managed Accounts | $18,000 | 331 |
| Total fiduciary and related assets | $457,737,000 | 241 |
| Managed Assets ($) | $446,216,000 | 187 |
| Non-managed Assets ($) | $11,521,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $527,000 | 296 |
| Number of Managed Accounts | $504,000 | 250 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $476,965,000 | 244 |
| Managed Assets ($) | $465,498,000 | 190 |
| Non-managed Assets ($) | $11,467,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $529,000 | 303 |
| Number of Managed Accounts | $504,000 | 250 |
| Number of Non-Managed Accounts | $25,000 | 315 |
| Total fiduciary and related assets | $483,012,000 | 245 |
| Managed Assets ($) | $470,161,000 | 188 |
| Non-managed Assets ($) | $12,851,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $521,000 | 359 |
| Number of Managed Accounts | $502,000 | 277 |
| Number of Non-Managed Accounts | $19,000 | 751 |
| Total fiduciary and related assets | $456,559,000 | 251 |
| Managed Assets ($) | $444,360,000 | 192 |
| Non-managed Assets ($) | $12,199,000 | 574 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $515,000 | 296 |
| Number of Managed Accounts | $496,000 | 245 |
| Number of Non-Managed Accounts | $19,000 | 322 |
| Total fiduciary and related assets | $464,943,000 | 247 |
| Managed Assets ($) | $453,074,000 | 185 |
| Non-managed Assets ($) | $11,869,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $528,000 | 297 |
| Number of Managed Accounts | $507,000 | 243 |
| Number of Non-Managed Accounts | $21,000 | 320 |
| Total fiduciary and related assets | $453,345,000 | 242 |
| Managed Assets ($) | $442,015,000 | 185 |
| Non-managed Assets ($) | $11,330,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $530,000 | 296 |
| Number of Managed Accounts | $511,000 | 243 |
| Number of Non-Managed Accounts | $19,000 | 330 |
| Total fiduciary and related assets | $464,169,000 | 249 |
| Managed Assets ($) | $452,739,000 | 188 |
| Non-managed Assets ($) | $11,430,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $535,000 | 357 |
| Number of Managed Accounts | $515,000 | 272 |
| Number of Non-Managed Accounts | $20,000 | 765 |
| Total fiduciary and related assets | $447,798,000 | 251 |
| Managed Assets ($) | $436,459,000 | 195 |
| Non-managed Assets ($) | $11,339,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $549,000 | 290 |
| Number of Managed Accounts | $530,000 | 243 |
| Number of Non-Managed Accounts | $19,000 | 318 |
| Total fiduciary and related assets | $451,766,000 | 247 |
| Managed Assets ($) | $441,565,000 | 194 |
| Non-managed Assets ($) | $10,201,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $559,000 | 292 |
| Number of Managed Accounts | $543,000 | 241 |
| Number of Non-Managed Accounts | $16,000 | 335 |
| Total fiduciary and related assets | $437,377,000 | 245 |
| Managed Assets ($) | $428,028,000 | 191 |
| Non-managed Assets ($) | $9,349,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $555,000 | 293 |
| Number of Managed Accounts | $539,000 | 238 |
| Number of Non-Managed Accounts | $16,000 | 329 |
| Total fiduciary and related assets | $407,607,000 | 250 |
| Managed Assets ($) | $399,109,000 | 191 |
| Non-managed Assets ($) | $8,498,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $567,000 | 349 |
| Number of Managed Accounts | $551,000 | 264 |
| Number of Non-Managed Accounts | $16,000 | 814 |
| Total fiduciary and related assets | $425,762,000 | 250 |
| Managed Assets ($) | $416,914,000 | 195 |
| Non-managed Assets ($) | $8,848,000 | 623 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $595,000 | 286 |
| Number of Managed Accounts | $580,000 | 237 |
| Number of Non-Managed Accounts | $15,000 | 351 |
| Total fiduciary and related assets | $460,272,000 | 251 |
| Managed Assets ($) | $451,174,000 | 195 |
| Non-managed Assets ($) | $9,098,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 |