Home > RBC Bank (USA) > Fiduciary and Related Services
RBC Bank (USA), Fiduciary and Related Services
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,550 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,466 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $0 | 1,461 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 328 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,576 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,489,000 | 266 |
| 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 | $173,000 | 374 |
| Number of Managed Accounts | $158,000 | 346 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $610,937,000 | 210 |
| Managed Assets ($) | $520,466,000 | 174 |
| Non-managed Assets ($) | $90,471,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 251 |
| 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 | $174,000 | 378 |
| Number of Managed Accounts | $162,000 | 349 |
| Number of Non-Managed Accounts | $12,000 | 356 |
| Total fiduciary and related assets | $614,483,000 | 211 |
| Managed Assets ($) | $524,361,000 | 174 |
| Non-managed Assets ($) | $90,122,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 251 |
| 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 | $180,000 | 645 |
| Number of Managed Accounts | $168,000 | 544 |
| Number of Non-Managed Accounts | $12,000 | 860 |
| Total fiduciary and related assets | $607,540,000 | 213 |
| Managed Assets ($) | $519,952,000 | 174 |
| Non-managed Assets ($) | $87,588,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,234,000 | 239 |
| 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 | $175,000 | 362 |
| Number of Managed Accounts | $162,000 | 333 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $608,102,000 | 205 |
| Managed Assets ($) | $520,949,000 | 169 |
| Non-managed Assets ($) | $87,153,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 236 |
| 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 | $178,000 | 364 |
| Number of Managed Accounts | $162,000 | 334 |
| Number of Non-Managed Accounts | $16,000 | 334 |
| Total fiduciary and related assets | $587,439,000 | 204 |
| Managed Assets ($) | $504,471,000 | 165 |
| Non-managed Assets ($) | $82,968,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,167,000 | 234 |
| 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 | $174,000 | 371 |
| Number of Managed Accounts | $159,000 | 338 |
| Number of Non-Managed Accounts | $15,000 | 339 |
| Total fiduciary and related assets | $583,125,000 | 211 |
| Managed Assets ($) | $497,995,000 | 176 |
| Non-managed Assets ($) | $85,130,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $650,000 | 216 |
| 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 | $205,000 | 629 |
| Number of Managed Accounts | $184,000 | 523 |
| Number of Non-Managed Accounts | $21,000 | 753 |
| Total fiduciary and related assets | $836,211,000 | 169 |
| Managed Assets ($) | $595,233,000 | 161 |
| Non-managed Assets ($) | $240,978,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,293,000 | 227 |
| 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 | $213,000 | 355 |
| Number of Managed Accounts | $188,000 | 322 |
| Number of Non-Managed Accounts | $25,000 | 304 |
| Total fiduciary and related assets | $821,600,000 | 170 |
| Managed Assets ($) | $583,496,000 | 163 |
| Non-managed Assets ($) | $238,104,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,659,000 | 231 |
| 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 | $217,000 | 362 |
| Number of Managed Accounts | $186,000 | 330 |
| Number of Non-Managed Accounts | $31,000 | 297 |
| Total fiduciary and related assets | $1,035,741,000 | 150 |
| Managed Assets ($) | $557,252,000 | 161 |
| Non-managed Assets ($) | $478,489,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 231 |
| 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 | $233,000 | 358 |
| Number of Managed Accounts | $208,000 | 322 |
| Number of Non-Managed Accounts | $25,000 | 309 |
| Total fiduciary and related assets | $892,070,000 | 161 |
| Managed Assets ($) | $741,180,000 | 133 |
| Non-managed Assets ($) | $150,890,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 222 |
| 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 | $204,000 | 655 |
| Number of Managed Accounts | $181,000 | 539 |
| Number of Non-Managed Accounts | $23,000 | 732 |
| Total fiduciary and related assets | $1,006,756,000 | 153 |
| Managed Assets ($) | $827,519,000 | 122 |
| Non-managed Assets ($) | $179,237,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 304 |
| 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 | $223,000 | 386 |
| Number of Managed Accounts | $184,000 | 356 |
| Number of Non-Managed Accounts | $39,000 | 297 |
| Total fiduciary and related assets | $1,038,393,000 | 162 |
| Managed Assets ($) | $870,174,000 | 128 |
| Non-managed Assets ($) | $168,219,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $953,000 | 358 |
| 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 | $264,000 | 378 |
| Number of Managed Accounts | $195,000 | 353 |
| Number of Non-Managed Accounts | $69,000 | 259 |
| Total fiduciary and related assets | $1,221,063,000 | 151 |
| Managed Assets ($) | $1,032,511,000 | 119 |
| Non-managed Assets ($) | $188,552,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 302 |
| 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 | $2,000 | 1,203 |
| 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 | $39,000 | 1,053 |
| 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 | $36,000 | 1,005 |
| 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 | $31,000 | 994 |
| 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 | $18,000 | 983 |
| 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 | $94,000 | 940 |
| 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 | $75,000 | 920 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| 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 | $55,000 | 931 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| 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 | $30,000 | 919 |
| 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 | $1,000 | 1,727 |
| Number of Managed Accounts | $1,000 | 1,605 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $816,000 | 1,565 |
| Managed Assets ($) | $816,000 | 1,470 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 730 |
| 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 | $248,000 | 667 |
| 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 | $204,000 | 630 |
| 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 | $156,000 | 403 |
| Number of Managed Accounts | $150,000 | 371 |
| Number of Non-Managed Accounts | $6,000 | 402 |
| Total fiduciary and related assets | $56,136,000 | 420 |
| Managed Assets ($) | $56,124,000 | 381 |
| Non-managed Assets ($) | $12,000 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,000 | 670 |
| 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 | $199,000 | 685 |
| Number of Managed Accounts | $177,000 | 569 |
| Number of Non-Managed Accounts | $22,000 | 807 |
| Total fiduciary and related assets | $71,449,000 | 685 |
| Managed Assets ($) | $71,388,000 | 574 |
| Non-managed Assets ($) | $61,000 | 1,310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 343 |
| 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 | $246,000 | 369 |
| Number of Managed Accounts | $206,000 | 341 |
| Number of Non-Managed Accounts | $40,000 | 315 |
| Total fiduciary and related assets | $154,868,000 | 376 |
| Managed Assets ($) | $97,359,000 | 352 |
| Non-managed Assets ($) | $57,509,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 314 |
| 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 | $386,000 | 347 |
| Number of Managed Accounts | $322,000 | 310 |
| Number of Non-Managed Accounts | $64,000 | 295 |
| Total fiduciary and related assets | $185,888,000 | 377 |
| Managed Assets ($) | $128,273,000 | 343 |
| Non-managed Assets ($) | $57,615,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 279 |
| 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 | $406,000 | 340 |
| Number of Managed Accounts | $329,000 | 310 |
| Number of Non-Managed Accounts | $77,000 | 284 |
| Total fiduciary and related assets | $209,893,000 | 379 |
| Managed Assets ($) | $156,647,000 | 342 |
| Non-managed Assets ($) | $53,246,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 233 |
| 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 | $545,000 | 374 |
| Number of Managed Accounts | $419,000 | 331 |
| Number of Non-Managed Accounts | $126,000 | 375 |
| Total fiduciary and related assets | $454,086,000 | 270 |
| Managed Assets ($) | $219,137,000 | 318 |
| Non-managed Assets ($) | $234,949,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,692,000 | 180 |
| 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 | $733,000 | 272 |
| Number of Managed Accounts | $497,000 | 269 |
| Number of Non-Managed Accounts | $236,000 | 190 |
| Total fiduciary and related assets | $500,507,000 | 259 |
| Managed Assets ($) | $243,284,000 | 281 |
| Non-managed Assets ($) | $257,223,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,176,000 | 175 |
| 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 | $1,016,000 | 222 |
| Number of Managed Accounts | $670,000 | 223 |
| Number of Non-Managed Accounts | $346,000 | 164 |
| Total fiduciary and related assets | $695,097,000 | 230 |
| Managed Assets ($) | $353,612,000 | 235 |
| Non-managed Assets ($) | $341,485,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,000 | 169 |
| 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 | $1,261,000 | 191 |
| Number of Managed Accounts | $801,000 | 202 |
| Number of Non-Managed Accounts | $460,000 | 149 |
| Total fiduciary and related assets | $886,177,000 | 200 |
| Managed Assets ($) | $508,862,000 | 197 |
| Non-managed Assets ($) | $377,315,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 159 |
| 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 | $1,307,000 | 196 |
| Number of Managed Accounts | $823,000 | 207 |
| Number of Non-Managed Accounts | $484,000 | 163 |
| Total fiduciary and related assets | $904,644,000 | 198 |
| Managed Assets ($) | $506,544,000 | 196 |
| Non-managed Assets ($) | $398,100,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,674,000 | 126 |
| 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 | $1,420,000 | 163 |
| Number of Managed Accounts | $918,000 | 177 |
| Number of Non-Managed Accounts | $502,000 | 147 |
| Total fiduciary and related assets | $1,058,715,000 | 166 |
| Managed Assets ($) | $835,946,000 | 139 |
| Non-managed Assets ($) | $222,769,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,573,000 | 156 |
| 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 | $10,005,000 | 116 |
| 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 | $10,340,000 | 134 |
| 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 | $9,304,000 | 144 |
| 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 | $7,737,000 | 158 |
| 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 | $6,841,000 | 184 |
| 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 | $6,108,000 | 216 |
| 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 | $5,574,000 | 215 |
| 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 | $4,918,000 | 225 |
| 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 | $4,516,000 | 232 |