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MutualBank, 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 | $860,000 | 247 |
| Number of Managed Accounts | $727,000 | 230 |
| Number of Non-Managed Accounts | $133,000 | 225 |
| Total fiduciary and related assets | $513,536,000 | 285 |
| Managed Assets ($) | $383,316,000 | 288 |
| Non-managed Assets ($) | $130,220,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,719,000 | 251 |
| 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 | $867,000 | 231 |
| Number of Managed Accounts | $753,000 | 215 |
| Number of Non-Managed Accounts | $114,000 | 177 |
| Total fiduciary and related assets | $495,862,000 | 269 |
| Managed Assets ($) | $377,215,000 | 268 |
| Non-managed Assets ($) | $118,647,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,777,000 | 252 |
| 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 | $886,000 | 234 |
| Number of Managed Accounts | $778,000 | 216 |
| Number of Non-Managed Accounts | $108,000 | 189 |
| Total fiduciary and related assets | $496,276,000 | 282 |
| Managed Assets ($) | $378,008,000 | 281 |
| Non-managed Assets ($) | $118,268,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 252 |
| 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 | $903,000 | 232 |
| Number of Managed Accounts | $788,000 | 214 |
| Number of Non-Managed Accounts | $115,000 | 190 |
| Total fiduciary and related assets | $514,232,000 | 278 |
| Managed Assets ($) | $381,891,000 | 278 |
| Non-managed Assets ($) | $132,341,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 259 |
| 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 | $908,000 | 240 |
| Number of Managed Accounts | $786,000 | 214 |
| Number of Non-Managed Accounts | $122,000 | 236 |
| Total fiduciary and related assets | $494,975,000 | 279 |
| Managed Assets ($) | $361,522,000 | 278 |
| Non-managed Assets ($) | $133,453,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,935,000 | 243 |
| 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 | $934,000 | 228 |
| Number of Managed Accounts | $809,000 | 210 |
| Number of Non-Managed Accounts | $125,000 | 183 |
| Total fiduciary and related assets | $549,589,000 | 271 |
| Managed Assets ($) | $386,426,000 | 275 |
| Non-managed Assets ($) | $163,163,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,059,000 | 239 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,025,000 | 215 |
| Number of Managed Accounts | $895,000 | 199 |
| Number of Non-Managed Accounts | $130,000 | 183 |
| Total fiduciary and related assets | $541,495,000 | 271 |
| Managed Assets ($) | $380,601,000 | 277 |
| Non-managed Assets ($) | $160,894,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 232 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,048,000 | 213 |
| Number of Managed Accounts | $922,000 | 194 |
| Number of Non-Managed Accounts | $126,000 | 188 |
| Total fiduciary and related assets | $593,579,000 | 257 |
| Managed Assets ($) | $429,586,000 | 260 |
| Non-managed Assets ($) | $163,993,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 240 |
| 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 | $1,040,000 | 224 |
| Number of Managed Accounts | $930,000 | 195 |
| Number of Non-Managed Accounts | $110,000 | 258 |
| Total fiduciary and related assets | $614,528,000 | 253 |
| Managed Assets ($) | $451,597,000 | 255 |
| Non-managed Assets ($) | $162,931,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,020,000 | 232 |
| 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 | $1,052,000 | 210 |
| Number of Managed Accounts | $941,000 | 189 |
| Number of Non-Managed Accounts | $111,000 | 195 |
| Total fiduciary and related assets | $597,142,000 | 256 |
| Managed Assets ($) | $445,138,000 | 254 |
| Non-managed Assets ($) | $152,004,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,021,000 | 232 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,056,000 | 208 |
| Number of Managed Accounts | $944,000 | 183 |
| Number of Non-Managed Accounts | $112,000 | 193 |
| Total fiduciary and related assets | $579,893,000 | 254 |
| Managed Assets ($) | $433,481,000 | 254 |
| Non-managed Assets ($) | $146,412,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,997,000 | 232 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,102,000 | 197 |
| Number of Managed Accounts | $991,000 | 175 |
| Number of Non-Managed Accounts | $111,000 | 188 |
| Total fiduciary and related assets | $589,666,000 | 253 |
| Managed Assets ($) | $447,631,000 | 249 |
| Non-managed Assets ($) | $142,035,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 245 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,065,000 | 203 |
| Number of Managed Accounts | $953,000 | 177 |
| Number of Non-Managed Accounts | $112,000 | 255 |
| Total fiduciary and related assets | $574,656,000 | 250 |
| Managed Assets ($) | $438,566,000 | 250 |
| Non-managed Assets ($) | $136,090,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,884,000 | 230 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,105,000 | 196 |
| Number of Managed Accounts | $969,000 | 171 |
| Number of Non-Managed Accounts | $136,000 | 176 |
| Total fiduciary and related assets | $592,104,000 | 248 |
| Managed Assets ($) | $453,732,000 | 240 |
| Non-managed Assets ($) | $138,372,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,934,000 | 229 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,114,000 | 198 |
| Number of Managed Accounts | $974,000 | 173 |
| Number of Non-Managed Accounts | $140,000 | 178 |
| Total fiduciary and related assets | $576,877,000 | 253 |
| Managed Assets ($) | $438,274,000 | 248 |
| Non-managed Assets ($) | $138,603,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,977,000 | 229 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,156,000 | 189 |
| Number of Managed Accounts | $989,000 | 171 |
| Number of Non-Managed Accounts | $167,000 | 162 |
| Total fiduciary and related assets | $562,543,000 | 254 |
| Managed Assets ($) | $423,332,000 | 245 |
| Non-managed Assets ($) | $139,211,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $820,000 | 255 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,198,000 | 188 |
| Number of Managed Accounts | $995,000 | 168 |
| Number of Non-Managed Accounts | $203,000 | 187 |
| Total fiduciary and related assets | $577,896,000 | 251 |
| Managed Assets ($) | $443,534,000 | 242 |
| Non-managed Assets ($) | $134,362,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,510,000 | 245 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,089,000 | 197 |
| Number of Managed Accounts | $875,000 | 189 |
| Number of Non-Managed Accounts | $214,000 | 143 |
| Total fiduciary and related assets | $518,016,000 | 262 |
| Managed Assets ($) | $392,930,000 | 256 |
| Non-managed Assets ($) | $125,086,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,620,000 | 245 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,112,000 | 194 |
| Number of Managed Accounts | $894,000 | 186 |
| Number of Non-Managed Accounts | $218,000 | 140 |
| Total fiduciary and related assets | $542,980,000 | 266 |
| Managed Assets ($) | $412,979,000 | 256 |
| Non-managed Assets ($) | $130,001,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,749,000 | 251 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,116,000 | 194 |
| Number of Managed Accounts | $890,000 | 183 |
| Number of Non-Managed Accounts | $226,000 | 141 |
| Total fiduciary and related assets | $547,245,000 | 265 |
| Managed Assets ($) | $416,368,000 | 255 |
| Non-managed Assets ($) | $130,877,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 253 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,115,000 | 199 |
| Number of Managed Accounts | $888,000 | 186 |
| Number of Non-Managed Accounts | $227,000 | 172 |
| Total fiduciary and related assets | $536,076,000 | 268 |
| Managed Assets ($) | $407,741,000 | 259 |
| Non-managed Assets ($) | $128,335,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,494,000 | 245 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,124,000 | 189 |
| Number of Managed Accounts | $892,000 | 182 |
| Number of Non-Managed Accounts | $232,000 | 136 |
| Total fiduciary and related assets | $536,883,000 | 264 |
| Managed Assets ($) | $408,116,000 | 253 |
| Non-managed Assets ($) | $128,767,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,436,000 | 262 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,116,000 | 190 |
| Number of Managed Accounts | $879,000 | 184 |
| Number of Non-Managed Accounts | $237,000 | 134 |
| Total fiduciary and related assets | $543,356,000 | 260 |
| Managed Assets ($) | $412,771,000 | 252 |
| Non-managed Assets ($) | $130,585,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 267 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,031,000 | 209 |
| Number of Managed Accounts | $798,000 | 196 |
| Number of Non-Managed Accounts | $233,000 | 138 |
| Total fiduciary and related assets | $482,184,000 | 271 |
| Managed Assets ($) | $379,015,000 | 265 |
| Non-managed Assets ($) | $103,169,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 275 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 215 |
| Number of Managed Accounts | $791,000 | 201 |
| Number of Non-Managed Accounts | $231,000 | 178 |
| Total fiduciary and related assets | $465,297,000 | 276 |
| Managed Assets ($) | $378,863,000 | 263 |
| Non-managed Assets ($) | $86,434,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,023,000 | 258 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,038,000 | 200 |
| Number of Managed Accounts | $777,000 | 196 |
| Number of Non-Managed Accounts | $261,000 | 133 |
| Total fiduciary and related assets | $449,386,000 | 274 |
| Managed Assets ($) | $314,857,000 | 286 |
| Non-managed Assets ($) | $134,529,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,233,000 | 258 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,060,000 | 192 |
| Number of Managed Accounts | $784,000 | 190 |
| Number of Non-Managed Accounts | $276,000 | 128 |
| Total fiduciary and related assets | $436,372,000 | 271 |
| Managed Assets ($) | $311,530,000 | 280 |
| Non-managed Assets ($) | $124,842,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 258 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,075,000 | 194 |
| Number of Managed Accounts | $785,000 | 191 |
| Number of Non-Managed Accounts | $290,000 | 128 |
| Total fiduciary and related assets | $439,290,000 | 271 |
| Managed Assets ($) | $307,966,000 | 279 |
| Non-managed Assets ($) | $131,324,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 274 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,078,000 | 197 |
| Number of Managed Accounts | $776,000 | 196 |
| Number of Non-Managed Accounts | $302,000 | 162 |
| Total fiduciary and related assets | $415,541,000 | 279 |
| Managed Assets ($) | $288,453,000 | 283 |
| Non-managed Assets ($) | $127,088,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,723,000 | 254 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,092,000 | 183 |
| Number of Managed Accounts | $786,000 | 189 |
| Number of Non-Managed Accounts | $306,000 | 124 |
| Total fiduciary and related assets | $415,251,000 | 280 |
| Managed Assets ($) | $288,133,000 | 278 |
| Non-managed Assets ($) | $127,118,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,036,000 | 254 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,093,000 | 183 |
| Number of Managed Accounts | $784,000 | 185 |
| Number of Non-Managed Accounts | $309,000 | 125 |
| Total fiduciary and related assets | $437,822,000 | 265 |
| Managed Assets ($) | $285,447,000 | 273 |
| Non-managed Assets ($) | $152,375,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,443,000 | 246 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $708,000 | 249 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,100,000 | 192 |
| Number of Managed Accounts | $792,000 | 186 |
| Number of Non-Managed Accounts | $308,000 | 159 |
| Total fiduciary and related assets | $431,136,000 | 261 |
| Managed Assets ($) | $282,104,000 | 272 |
| Non-managed Assets ($) | $149,032,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,118,000 | 181 |
| Number of Managed Accounts | $799,000 | 177 |
| Number of Non-Managed Accounts | $319,000 | 121 |
| Total fiduciary and related assets | $424,533,000 | 252 |
| Managed Assets ($) | $279,736,000 | 265 |
| Non-managed Assets ($) | $144,797,000 | 181 |
| 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 | $1,112,000 | 183 |
| Number of Managed Accounts | $790,000 | 179 |
| Number of Non-Managed Accounts | $322,000 | 121 |
| Total fiduciary and related assets | $452,891,000 | 252 |
| Managed Assets ($) | $295,229,000 | 265 |
| Non-managed Assets ($) | $157,662,000 | 175 |
| 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 | $1,109,000 | 184 |
| Number of Managed Accounts | $786,000 | 182 |
| Number of Non-Managed Accounts | $323,000 | 122 |
| Total fiduciary and related assets | $453,825,000 | 251 |
| Managed Assets ($) | $296,226,000 | 266 |
| Non-managed Assets ($) | $157,599,000 | 180 |
| 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 | $1,101,000 | 198 |
| Number of Managed Accounts | $772,000 | 194 |
| Number of Non-Managed Accounts | $329,000 | 153 |
| Total fiduciary and related assets | $460,143,000 | 250 |
| Managed Assets ($) | $303,448,000 | 261 |
| Non-managed Assets ($) | $156,695,000 | 186 |
| 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 | $1,098,000 | 187 |
| Number of Managed Accounts | $956,000 | 151 |
| Number of Non-Managed Accounts | $142,000 | 188 |
| Total fiduciary and related assets | $430,152,000 | 253 |
| Managed Assets ($) | $367,625,000 | 224 |
| Non-managed Assets ($) | $62,527,000 | 244 |
| 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 | $1,070,000 | 191 |
| Number of Managed Accounts | $932,000 | 152 |
| Number of Non-Managed Accounts | $138,000 | 187 |
| Total fiduciary and related assets | $362,599,000 | 260 |
| Managed Assets ($) | $305,405,000 | 237 |
| Non-managed Assets ($) | $57,194,000 | 251 |
| 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 | $1,086,000 | 188 |
| Number of Managed Accounts | $942,000 | 150 |
| Number of Non-Managed Accounts | $144,000 | 188 |
| Total fiduciary and related assets | $379,073,000 | 262 |
| Managed Assets ($) | $316,813,000 | 238 |
| Non-managed Assets ($) | $62,260,000 | 255 |
| 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 | $1,084,000 | 203 |
| Number of Managed Accounts | $948,000 | 156 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Total fiduciary and related assets | $371,005,000 | 268 |
| Managed Assets ($) | $313,349,000 | 242 |
| Non-managed Assets ($) | $57,656,000 | 299 |
| 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 | $1,090,000 | 192 |
| Number of Managed Accounts | $957,000 | 155 |
| Number of Non-Managed Accounts | $133,000 | 189 |
| Total fiduciary and related assets | $366,862,000 | 271 |
| Managed Assets ($) | $315,054,000 | 240 |
| Non-managed Assets ($) | $51,808,000 | 251 |
| 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 | $1,127,000 | 184 |
| Number of Managed Accounts | $955,000 | 160 |
| Number of Non-Managed Accounts | $172,000 | 170 |
| Total fiduciary and related assets | $348,481,000 | 273 |
| Managed Assets ($) | $316,248,000 | 236 |
| Non-managed Assets ($) | $32,233,000 | 281 |
| 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 | $1,152,000 | 180 |
| Number of Managed Accounts | $979,000 | 158 |
| Number of Non-Managed Accounts | $173,000 | 171 |
| Total fiduciary and related assets | $309,725,000 | 281 |
| Managed Assets ($) | $282,696,000 | 244 |
| Non-managed Assets ($) | $27,029,000 | 285 |
| 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 | $1,136,000 | 200 |
| Number of Managed Accounts | $1,038,000 | 153 |
| Number of Non-Managed Accounts | $98,000 | 364 |
| Total fiduciary and related assets | $346,457,000 | 278 |
| Managed Assets ($) | $317,679,000 | 234 |
| Non-managed Assets ($) | $28,778,000 | 407 |
| 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 | $1,166,000 | 181 |
| Number of Managed Accounts | $1,061,000 | 147 |
| Number of Non-Managed Accounts | $105,000 | 218 |
| Total fiduciary and related assets | $358,033,000 | 285 |
| Managed Assets ($) | $332,451,000 | 235 |
| Non-managed Assets ($) | $25,582,000 | 311 |
| 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 | $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 | $336,000 | 492 |
| Number of Managed Accounts | $336,000 | 371 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $41,695,000 | 836 |
| Managed Assets ($) | $41,695,000 | 733 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $256,000 | 362 |
| Number of Managed Accounts | $256,000 | 322 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $40,949,000 | 411 |
| Managed Assets ($) | $40,949,000 | 385 |
| Non-managed Assets ($) | $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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 | $1,000 | 1 |
| 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 |