Home > Salin Bank and Trust Company > Fiduciary and Related Services
Salin Bank and Trust Company, Fiduciary and Related Services
| 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 | $185,000 | 577 |
| Number of Managed Accounts | $158,000 | 523 |
| Number of Non-Managed Accounts | $27,000 | 531 |
| Total fiduciary and related assets | $155,945,000 | 471 |
| Managed Assets ($) | $137,607,000 | 432 |
| Non-managed Assets ($) | $18,338,000 | 460 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,186,000 | 435 |
| 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 | $0 | 405 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $875,000 | 434 |
| 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 | $0 | 407 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 407 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $572,000 | 438 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 446 |
| 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 | $217,000 | 539 |
| Number of Managed Accounts | $189,000 | 486 |
| Number of Non-Managed Accounts | $28,000 | 530 |
| Total fiduciary and related assets | $172,424,000 | 465 |
| Managed Assets ($) | $131,477,000 | 456 |
| Non-managed Assets ($) | $40,947,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,326,000 | 409 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 409 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $669,000 | 410 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $331,000 | 414 |
| 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 | $225,000 | 534 |
| Number of Managed Accounts | $210,000 | 463 |
| Number of Non-Managed Accounts | $15,000 | 654 |
| Total fiduciary and related assets | $204,719,000 | 424 |
| Managed Assets ($) | $180,209,000 | 389 |
| Non-managed Assets ($) | $24,510,000 | 427 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 407 |
| 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 | $229,000 | 380 |
| Number of Managed Accounts | $213,000 | 355 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $201,537,000 | 387 |
| Managed Assets ($) | $176,700,000 | 356 |
| Non-managed Assets ($) | $24,837,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 407 |
| 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 | $223,000 | 380 |
| Number of Managed Accounts | $207,000 | 359 |
| Number of Non-Managed Accounts | $16,000 | 339 |
| Total fiduciary and related assets | $208,670,000 | 387 |
| Managed Assets ($) | $186,015,000 | 355 |
| Non-managed Assets ($) | $22,655,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 408 |
| 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 | $220,000 | 383 |
| Number of Managed Accounts | $203,000 | 359 |
| Number of Non-Managed Accounts | $17,000 | 336 |
| Total fiduciary and related assets | $212,473,000 | 387 |
| Managed Assets ($) | $194,386,000 | 353 |
| Non-managed Assets ($) | $18,087,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $345,000 | 403 |
| 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 | $228,000 | 542 |
| Number of Managed Accounts | $211,000 | 464 |
| Number of Non-Managed Accounts | $17,000 | 664 |
| Total fiduciary and related assets | $259,287,000 | 375 |
| Managed Assets ($) | $231,031,000 | 337 |
| Non-managed Assets ($) | $28,256,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,432,000 | 397 |
| 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 | $233,000 | 377 |
| Number of Managed Accounts | $217,000 | 352 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $247,904,000 | 377 |
| Managed Assets ($) | $222,266,000 | 336 |
| Non-managed Assets ($) | $25,638,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,093,000 | 394 |
| 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 | $234,000 | 380 |
| Number of Managed Accounts | $218,000 | 354 |
| Number of Non-Managed Accounts | $16,000 | 342 |
| Total fiduciary and related assets | $260,671,000 | 378 |
| Managed Assets ($) | $232,298,000 | 334 |
| Non-managed Assets ($) | $28,373,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $767,000 | 390 |
| 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 | $252,000 | 376 |
| Number of Managed Accounts | $236,000 | 349 |
| Number of Non-Managed Accounts | $16,000 | 346 |
| Total fiduciary and related assets | $298,009,000 | 364 |
| Managed Assets ($) | $267,094,000 | 316 |
| Non-managed Assets ($) | $30,915,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 384 |
| 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 | $253,000 | 520 |
| Number of Managed Accounts | $237,000 | 438 |
| Number of Non-Managed Accounts | $16,000 | 718 |
| Total fiduciary and related assets | $299,575,000 | 362 |
| Managed Assets ($) | $271,736,000 | 319 |
| Non-managed Assets ($) | $27,839,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,603,000 | 377 |
| 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 | $257,000 | 377 |
| Number of Managed Accounts | $241,000 | 350 |
| Number of Non-Managed Accounts | $16,000 | 346 |
| Total fiduciary and related assets | $298,327,000 | 356 |
| Managed Assets ($) | $271,190,000 | 314 |
| Non-managed Assets ($) | $27,137,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 371 |
| 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 | $255,000 | 378 |
| Number of Managed Accounts | $241,000 | 347 |
| Number of Non-Managed Accounts | $14,000 | 349 |
| Total fiduciary and related assets | $301,936,000 | 355 |
| Managed Assets ($) | $274,677,000 | 313 |
| Non-managed Assets ($) | $27,259,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $835,000 | 369 |
| 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 | $238,000 | 383 |
| Number of Managed Accounts | $224,000 | 354 |
| Number of Non-Managed Accounts | $14,000 | 353 |
| Total fiduciary and related assets | $293,095,000 | 358 |
| Managed Assets ($) | $268,871,000 | 309 |
| Non-managed Assets ($) | $24,224,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 380 |
| 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 | $246,000 | 526 |
| Number of Managed Accounts | $228,000 | 444 |
| Number of Non-Managed Accounts | $18,000 | 708 |
| Total fiduciary and related assets | $316,793,000 | 342 |
| Managed Assets ($) | $276,858,000 | 306 |
| Non-managed Assets ($) | $39,935,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 373 |
| 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 | $262,000 | 361 |
| Number of Managed Accounts | $244,000 | 332 |
| Number of Non-Managed Accounts | $18,000 | 327 |
| Total fiduciary and related assets | $288,027,000 | 349 |
| Managed Assets ($) | $249,172,000 | 308 |
| Non-managed Assets ($) | $38,855,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 375 |
| 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 | $264,000 | 362 |
| Number of Managed Accounts | $243,000 | 333 |
| Number of Non-Managed Accounts | $21,000 | 321 |
| Total fiduciary and related assets | $280,373,000 | 350 |
| Managed Assets ($) | $241,537,000 | 305 |
| Non-managed Assets ($) | $38,836,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $775,000 | 373 |
| 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 | $261,000 | 364 |
| Number of Managed Accounts | $241,000 | 336 |
| Number of Non-Managed Accounts | $20,000 | 326 |
| Total fiduciary and related assets | $286,128,000 | 343 |
| Managed Assets ($) | $247,116,000 | 301 |
| Non-managed Assets ($) | $39,012,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $398,000 | 364 |
| 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 | $267,000 | 517 |
| Number of Managed Accounts | $241,000 | 432 |
| Number of Non-Managed Accounts | $26,000 | 646 |
| Total fiduciary and related assets | $276,604,000 | 349 |
| Managed Assets ($) | $226,352,000 | 316 |
| Non-managed Assets ($) | $50,252,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 404 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 404 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $598,000 | 407 |
| 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 | $287,000 | 416 |
| 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 | $256,000 | 525 |
| Number of Managed Accounts | $235,000 | 438 |
| Number of Non-Managed Accounts | $21,000 | 707 |
| Total fiduciary and related assets | $223,635,000 | 376 |
| Managed Assets ($) | $186,226,000 | 337 |
| Non-managed Assets ($) | $37,409,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,111,000 | 378 |
| 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 | $251,000 | 355 |
| Number of Managed Accounts | $230,000 | 322 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $209,221,000 | 350 |
| Managed Assets ($) | $176,313,000 | 315 |
| Non-managed Assets ($) | $32,908,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 376 |
| 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 | $304,000 | 348 |
| Number of Managed Accounts | $218,000 | 329 |
| Number of Non-Managed Accounts | $86,000 | 216 |
| Total fiduciary and related assets | $314,003,000 | 310 |
| Managed Assets ($) | $214,957,000 | 309 |
| Non-managed Assets ($) | $99,046,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $571,000 | 373 |
| 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 | $310,000 | 351 |
| Number of Managed Accounts | $215,000 | 335 |
| Number of Non-Managed Accounts | $95,000 | 214 |
| Total fiduciary and related assets | $322,617,000 | 307 |
| Managed Assets ($) | $211,255,000 | 316 |
| Non-managed Assets ($) | $111,362,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 390 |
| 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 | $302,000 | 496 |
| Number of Managed Accounts | $210,000 | 480 |
| Number of Non-Managed Accounts | $92,000 | 355 |
| Total fiduciary and related assets | $309,222,000 | 317 |
| Managed Assets ($) | $200,441,000 | 332 |
| Non-managed Assets ($) | $108,781,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 386 |
| 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 | $306,000 | 340 |
| Number of Managed Accounts | $218,000 | 315 |
| Number of Non-Managed Accounts | $88,000 | 220 |
| Total fiduciary and related assets | $297,169,000 | 307 |
| Managed Assets ($) | $193,818,000 | 303 |
| Non-managed Assets ($) | $103,351,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 388 |
| 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 | $305,000 | 340 |
| Number of Managed Accounts | $221,000 | 317 |
| Number of Non-Managed Accounts | $84,000 | 221 |
| Total fiduciary and related assets | $285,697,000 | 305 |
| Managed Assets ($) | $191,663,000 | 299 |
| Non-managed Assets ($) | $94,034,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 393 |
| 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 | $306,000 | 346 |
| Number of Managed Accounts | $218,000 | 323 |
| Number of Non-Managed Accounts | $88,000 | 219 |
| Total fiduciary and related assets | $303,506,000 | 304 |
| Managed Assets ($) | $200,590,000 | 300 |
| Non-managed Assets ($) | $102,916,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 377 |
| 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 | $304,000 | 505 |
| Number of Managed Accounts | $212,000 | 483 |
| Number of Non-Managed Accounts | $92,000 | 364 |
| Total fiduciary and related assets | $300,629,000 | 308 |
| Managed Assets ($) | $201,139,000 | 314 |
| Non-managed Assets ($) | $99,490,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,156,000 | 353 |
| 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 | $318,000 | 333 |
| Number of Managed Accounts | $212,000 | 312 |
| Number of Non-Managed Accounts | $106,000 | 208 |
| Total fiduciary and related assets | $306,492,000 | 298 |
| Managed Assets ($) | $195,588,000 | 295 |
| Non-managed Assets ($) | $110,904,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 321 |
| 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 | $337,000 | 334 |
| Number of Managed Accounts | $199,000 | 325 |
| Number of Non-Managed Accounts | $138,000 | 191 |
| Total fiduciary and related assets | $320,196,000 | 281 |
| Managed Assets ($) | $215,122,000 | 287 |
| Non-managed Assets ($) | $105,074,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 331 |
| 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 | $309,000 | 342 |
| Number of Managed Accounts | $182,000 | 329 |
| Number of Non-Managed Accounts | $127,000 | 197 |
| Total fiduciary and related assets | $285,362,000 | 297 |
| Managed Assets ($) | $190,241,000 | 296 |
| Non-managed Assets ($) | $95,121,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 327 |
| 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 | $324,000 | 493 |
| Number of Managed Accounts | $186,000 | 532 |
| Number of Non-Managed Accounts | $138,000 | 284 |
| Total fiduciary and related assets | $304,629,000 | 296 |
| Managed Assets ($) | $203,810,000 | 307 |
| Non-managed Assets ($) | $100,819,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,481,000 | 321 |
| 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 | $330,000 | 353 |
| Number of Managed Accounts | $179,000 | 359 |
| Number of Non-Managed Accounts | $151,000 | 187 |
| Total fiduciary and related assets | $378,640,000 | 278 |
| Managed Assets ($) | $237,995,000 | 292 |
| Non-managed Assets ($) | $140,645,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 330 |
| 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 | $330,000 | 362 |
| Number of Managed Accounts | $175,000 | 364 |
| Number of Non-Managed Accounts | $155,000 | 189 |
| Total fiduciary and related assets | $429,467,000 | 274 |
| Managed Assets ($) | $264,994,000 | 282 |
| Non-managed Assets ($) | $164,473,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 339 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $332,000 | 363 |
| Number of Managed Accounts | $176,000 | 366 |
| Number of Non-Managed Accounts | $156,000 | 188 |
| Total fiduciary and related assets | $436,794,000 | 280 |
| Managed Assets ($) | $261,741,000 | 291 |
| Non-managed Assets ($) | $175,053,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 322 |
| 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 | $386,000 | 457 |
| Number of Managed Accounts | $203,000 | 516 |
| Number of Non-Managed Accounts | $183,000 | 246 |
| Total fiduciary and related assets | $459,301,000 | 282 |
| Managed Assets ($) | $273,456,000 | 285 |
| Non-managed Assets ($) | $185,845,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 309 |
| 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 | $373,000 | 338 |
| Number of Managed Accounts | $189,000 | 347 |
| Number of Non-Managed Accounts | $184,000 | 168 |
| Total fiduciary and related assets | $475,088,000 | 275 |
| Managed Assets ($) | $265,125,000 | 293 |
| Non-managed Assets ($) | $209,963,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 307 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $381,000 | 340 |
| Number of Managed Accounts | $195,000 | 344 |
| Number of Non-Managed Accounts | $186,000 | 171 |
| Total fiduciary and related assets | $485,319,000 | 271 |
| Managed Assets ($) | $264,152,000 | 296 |
| Non-managed Assets ($) | $221,167,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 309 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $380,000 | 341 |
| Number of Managed Accounts | $191,000 | 348 |
| Number of Non-Managed Accounts | $189,000 | 172 |
| Total fiduciary and related assets | $464,615,000 | 273 |
| Managed Assets ($) | $250,827,000 | 306 |
| Non-managed Assets ($) | $213,788,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $423,000 | 311 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $396,000 | 433 |
| Number of Managed Accounts | $207,000 | 506 |
| Number of Non-Managed Accounts | $189,000 | 243 |
| Total fiduciary and related assets | $471,028,000 | 271 |
| Managed Assets ($) | $257,108,000 | 299 |
| Non-managed Assets ($) | $213,920,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,591,000 | 312 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $434,000 | 325 |
| Number of Managed Accounts | $214,000 | 332 |
| Number of Non-Managed Accounts | $220,000 | 168 |
| Total fiduciary and related assets | $430,968,000 | 283 |
| Managed Assets ($) | $223,185,000 | 309 |
| Non-managed Assets ($) | $207,783,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 311 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $469,000 | 324 |
| Number of Managed Accounts | $239,000 | 335 |
| Number of Non-Managed Accounts | $230,000 | 173 |
| Total fiduciary and related assets | $430,266,000 | 285 |
| Managed Assets ($) | $220,639,000 | 310 |
| Non-managed Assets ($) | $209,627,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 310 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $489,000 | 323 |
| Number of Managed Accounts | $255,000 | 333 |
| Number of Non-Managed Accounts | $234,000 | 170 |
| Total fiduciary and related assets | $445,565,000 | 282 |
| Managed Assets ($) | $224,300,000 | 307 |
| Non-managed Assets ($) | $221,265,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 309 |
| 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 | $509,000 | 370 |
| Number of Managed Accounts | $273,000 | 436 |
| Number of Non-Managed Accounts | $236,000 | 223 |
| Total fiduciary and related assets | $449,317,000 | 272 |
| Managed Assets ($) | $227,071,000 | 310 |
| Non-managed Assets ($) | $222,246,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,700,000 | 301 |
| 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 | $506,000 | 308 |
| Number of Managed Accounts | $275,000 | 318 |
| Number of Non-Managed Accounts | $231,000 | 166 |
| Total fiduciary and related assets | $434,270,000 | 271 |
| Managed Assets ($) | $216,793,000 | 299 |
| Non-managed Assets ($) | $217,477,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 304 |
| 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 | $448,000 | 328 |
| Number of Managed Accounts | $289,000 | 324 |
| Number of Non-Managed Accounts | $159,000 | 212 |
| Total fiduciary and related assets | $397,439,000 | 286 |
| Managed Assets ($) | $201,698,000 | 315 |
| Non-managed Assets ($) | $195,741,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 307 |
| 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 | $444,000 | 335 |
| Number of Managed Accounts | $283,000 | 327 |
| Number of Non-Managed Accounts | $161,000 | 210 |
| Total fiduciary and related assets | $393,267,000 | 291 |
| Managed Assets ($) | $204,102,000 | 318 |
| Non-managed Assets ($) | $189,165,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 303 |
| 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 | $335,000 | 499 |
| Number of Managed Accounts | $275,000 | 427 |
| Number of Non-Managed Accounts | $60,000 | 536 |
| Total fiduciary and related assets | $266,399,000 | 351 |
| Managed Assets ($) | $188,992,000 | 348 |
| Non-managed Assets ($) | $77,407,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 322 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000 | 336 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $633,000 | 336 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $310,000 | 343 |
| 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 | $270,000 | 582 |
| Number of Managed Accounts | $216,000 | 514 |
| Number of Non-Managed Accounts | $54,000 | 600 |
| Total fiduciary and related assets | $195,596,000 | 415 |
| Managed Assets ($) | $120,256,000 | 425 |
| Non-managed Assets ($) | $75,340,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 397 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $624,000 | 429 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $373,000 | 454 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,000 | 468 |
| 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 | $226,000 | 663 |
| Number of Managed Accounts | $162,000 | 616 |
| Number of Non-Managed Accounts | $64,000 | 550 |
| Total fiduciary and related assets | $162,464,000 | 448 |
| Managed Assets ($) | $103,840,000 | 466 |
| Non-managed Assets ($) | $58,624,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 472 |
| 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 | $168,000 | 735 |
| Number of Managed Accounts | $138,000 | 641 |
| Number of Non-Managed Accounts | $30,000 | 728 |
| Total fiduciary and related assets | $78,353,000 | 611 |
| Managed Assets ($) | $67,181,000 | 547 |
| Non-managed Assets ($) | $11,172,000 | 603 |
| Memoranda | ||
| Gross Fiduciary activities income | $339,000 | 695 |
| 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 | $280,000 | 733 |
| 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 | $232,000 | 828 |
| 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 | $235,000 | 834 |
| 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 | $206,000 | 888 |
| 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 | $200,000 | 968 |
| 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 | $206,000 | 997 |
| 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 | $255,000 | 961 |
| 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 | $326,000 | 913 |
| 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 | $129,000 | 1,192 |