Home > The Bank of Edwardsville > Fiduciary and Related Services
The Bank of Edwardsville, Fiduciary and Related Services
| 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 | $875,000 | 230 |
| Number of Managed Accounts | $791,000 | 210 |
| Number of Non-Managed Accounts | $84,000 | 198 |
| Total fiduciary and related assets | $1,236,731,000 | 186 |
| Managed Assets ($) | $968,965,000 | 168 |
| Non-managed Assets ($) | $267,766,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,069,000 | 240 |
| 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 | $819,000 | 238 |
| Number of Managed Accounts | $745,000 | 221 |
| Number of Non-Managed Accounts | $74,000 | 219 |
| Total fiduciary and related assets | $1,261,453,000 | 183 |
| Managed Assets ($) | $949,998,000 | 167 |
| Non-managed Assets ($) | $311,455,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 249 |
| 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 | $813,000 | 241 |
| Number of Managed Accounts | $742,000 | 219 |
| Number of Non-Managed Accounts | $71,000 | 226 |
| Total fiduciary and related assets | $1,274,492,000 | 181 |
| Managed Assets ($) | $940,888,000 | 166 |
| Non-managed Assets ($) | $333,604,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $686,000 | 292 |
| 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 | $811,000 | 255 |
| Number of Managed Accounts | $736,000 | 223 |
| Number of Non-Managed Accounts | $75,000 | 310 |
| Total fiduciary and related assets | $1,172,420,000 | 182 |
| Managed Assets ($) | $861,597,000 | 168 |
| Non-managed Assets ($) | $310,823,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,332,000 | 229 |
| 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 | $810,000 | 243 |
| Number of Managed Accounts | $734,000 | 220 |
| Number of Non-Managed Accounts | $76,000 | 216 |
| Total fiduciary and related assets | $1,239,029,000 | 183 |
| Managed Assets ($) | $905,538,000 | 169 |
| Non-managed Assets ($) | $333,491,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,251,000 | 230 |
| 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 | $803,000 | 248 |
| Number of Managed Accounts | $729,000 | 222 |
| Number of Non-Managed Accounts | $74,000 | 225 |
| Total fiduciary and related assets | $1,192,457,000 | 184 |
| Managed Assets ($) | $878,827,000 | 169 |
| Non-managed Assets ($) | $313,630,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 229 |
| 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 | $810,000 | 248 |
| Number of Managed Accounts | $737,000 | 220 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $1,191,293,000 | 183 |
| Managed Assets ($) | $871,609,000 | 166 |
| Non-managed Assets ($) | $319,684,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 231 |
| 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 | $810,000 | 264 |
| Number of Managed Accounts | $731,000 | 226 |
| Number of Non-Managed Accounts | $79,000 | 304 |
| Total fiduciary and related assets | $1,227,301,000 | 183 |
| Managed Assets ($) | $864,513,000 | 170 |
| Non-managed Assets ($) | $362,788,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,026,000 | 230 |
| 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 | $808,000 | 247 |
| Number of Managed Accounts | $731,000 | 221 |
| Number of Non-Managed Accounts | $77,000 | 217 |
| Total fiduciary and related assets | $1,170,327,000 | 184 |
| Managed Assets ($) | $816,700,000 | 174 |
| Non-managed Assets ($) | $353,627,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,996,000 | 235 |
| 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 | $813,000 | 246 |
| Number of Managed Accounts | $729,000 | 223 |
| Number of Non-Managed Accounts | $84,000 | 209 |
| Total fiduciary and related assets | $1,131,647,000 | 182 |
| Managed Assets ($) | $806,878,000 | 168 |
| Non-managed Assets ($) | $324,769,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,969,000 | 236 |
| 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 | $810,000 | 249 |
| Number of Managed Accounts | $724,000 | 222 |
| Number of Non-Managed Accounts | $86,000 | 207 |
| Total fiduciary and related assets | $1,105,516,000 | 184 |
| Managed Assets ($) | $790,224,000 | 171 |
| Non-managed Assets ($) | $315,292,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 238 |
| 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 | $810,000 | 254 |
| Number of Managed Accounts | $722,000 | 221 |
| Number of Non-Managed Accounts | $88,000 | 293 |
| Total fiduciary and related assets | $1,066,346,000 | 183 |
| Managed Assets ($) | $763,660,000 | 172 |
| Non-managed Assets ($) | $302,686,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,828,000 | 233 |
| 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 | $814,000 | 244 |
| Number of Managed Accounts | $725,000 | 217 |
| Number of Non-Managed Accounts | $89,000 | 209 |
| Total fiduciary and related assets | $1,097,620,000 | 174 |
| Managed Assets ($) | $805,129,000 | 167 |
| Non-managed Assets ($) | $292,491,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,848,000 | 232 |
| 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 | $817,000 | 244 |
| Number of Managed Accounts | $725,000 | 221 |
| Number of Non-Managed Accounts | $92,000 | 207 |
| Total fiduciary and related assets | $1,062,577,000 | 179 |
| Managed Assets ($) | $781,030,000 | 169 |
| Non-managed Assets ($) | $281,547,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,908,000 | 236 |
| 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 | $804,000 | 244 |
| Number of Managed Accounts | $711,000 | 221 |
| Number of Non-Managed Accounts | $93,000 | 207 |
| Total fiduciary and related assets | $987,622,000 | 186 |
| Managed Assets ($) | $723,697,000 | 175 |
| Non-managed Assets ($) | $263,925,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $906,000 | 237 |
| 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 | $810,000 | 254 |
| Number of Managed Accounts | $714,000 | 223 |
| Number of Non-Managed Accounts | $96,000 | 288 |
| Total fiduciary and related assets | $1,023,510,000 | 182 |
| Managed Assets ($) | $762,602,000 | 169 |
| Non-managed Assets ($) | $260,908,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,947,000 | 229 |
| 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 | $822,000 | 243 |
| Number of Managed Accounts | $726,000 | 218 |
| Number of Non-Managed Accounts | $96,000 | 202 |
| Total fiduciary and related assets | $1,002,032,000 | 184 |
| Managed Assets ($) | $746,238,000 | 168 |
| Non-managed Assets ($) | $255,794,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,037,000 | 228 |
| 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 | $857,000 | 240 |
| Number of Managed Accounts | $762,000 | 214 |
| Number of Non-Managed Accounts | $95,000 | 203 |
| Total fiduciary and related assets | $1,059,814,000 | 184 |
| Managed Assets ($) | $786,862,000 | 168 |
| Non-managed Assets ($) | $272,952,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,091,000 | 230 |
| 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 | $857,000 | 236 |
| Number of Managed Accounts | $756,000 | 212 |
| Number of Non-Managed Accounts | $101,000 | 199 |
| Total fiduciary and related assets | $1,056,339,000 | 183 |
| Managed Assets ($) | $781,057,000 | 168 |
| Non-managed Assets ($) | $275,282,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000 | 237 |
| 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 | $866,000 | 244 |
| Number of Managed Accounts | $765,000 | 211 |
| Number of Non-Managed Accounts | $101,000 | 288 |
| Total fiduciary and related assets | $1,054,805,000 | 181 |
| Managed Assets ($) | $787,371,000 | 164 |
| Non-managed Assets ($) | $267,434,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,692,000 | 237 |
| 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 | $860,000 | 237 |
| Number of Managed Accounts | $757,000 | 210 |
| Number of Non-Managed Accounts | $103,000 | 195 |
| Total fiduciary and related assets | $1,041,952,000 | 178 |
| Managed Assets ($) | $773,029,000 | 163 |
| Non-managed Assets ($) | $268,923,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,734,000 | 239 |
| 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 | $860,000 | 235 |
| Number of Managed Accounts | $757,000 | 209 |
| Number of Non-Managed Accounts | $103,000 | 195 |
| Total fiduciary and related assets | $1,018,501,000 | 177 |
| Managed Assets ($) | $745,374,000 | 165 |
| Non-managed Assets ($) | $273,127,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 245 |
| 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 | $847,000 | 240 |
| Number of Managed Accounts | $745,000 | 208 |
| Number of Non-Managed Accounts | $102,000 | 205 |
| Total fiduciary and related assets | $984,329,000 | 178 |
| Managed Assets ($) | $717,251,000 | 165 |
| Non-managed Assets ($) | $267,078,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $861,000 | 250 |
| 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 | $858,000 | 246 |
| Number of Managed Accounts | $752,000 | 210 |
| Number of Non-Managed Accounts | $106,000 | 299 |
| Total fiduciary and related assets | $964,556,000 | 179 |
| Managed Assets ($) | $701,915,000 | 167 |
| Non-managed Assets ($) | $262,641,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,099,000 | 251 |
| 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 | $870,000 | 228 |
| Number of Managed Accounts | $763,000 | 199 |
| Number of Non-Managed Accounts | $107,000 | 207 |
| Total fiduciary and related assets | $926,653,000 | 176 |
| Managed Assets ($) | $674,461,000 | 167 |
| Non-managed Assets ($) | $252,192,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,282,000 | 253 |
| 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 | $872,000 | 225 |
| Number of Managed Accounts | $764,000 | 195 |
| Number of Non-Managed Accounts | $108,000 | 208 |
| Total fiduciary and related assets | $883,849,000 | 176 |
| Managed Assets ($) | $640,626,000 | 166 |
| Non-managed Assets ($) | $243,223,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,507,000 | 257 |
| 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 | $868,000 | 228 |
| Number of Managed Accounts | $756,000 | 197 |
| Number of Non-Managed Accounts | $112,000 | 203 |
| Total fiduciary and related assets | $884,573,000 | 178 |
| Managed Assets ($) | $642,082,000 | 168 |
| Non-managed Assets ($) | $242,491,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 260 |
| 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 | $864,000 | 243 |
| Number of Managed Accounts | $748,000 | 201 |
| Number of Non-Managed Accounts | $116,000 | 295 |
| Total fiduciary and related assets | $814,597,000 | 182 |
| Managed Assets ($) | $614,330,000 | 170 |
| Non-managed Assets ($) | $200,267,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,834,000 | 248 |
| 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 | $871,000 | 227 |
| Number of Managed Accounts | $755,000 | 194 |
| Number of Non-Managed Accounts | $116,000 | 192 |
| Total fiduciary and related assets | $798,628,000 | 184 |
| Managed Assets ($) | $611,498,000 | 169 |
| Non-managed Assets ($) | $187,130,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,129,000 | 246 |
| 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 | $874,000 | 223 |
| Number of Managed Accounts | $754,000 | 190 |
| Number of Non-Managed Accounts | $120,000 | 189 |
| Total fiduciary and related assets | $775,387,000 | 179 |
| Managed Assets ($) | $595,128,000 | 163 |
| Non-managed Assets ($) | $180,259,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 249 |
| 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 | $898,000 | 216 |
| Number of Managed Accounts | $775,000 | 187 |
| Number of Non-Managed Accounts | $123,000 | 189 |
| Total fiduciary and related assets | $789,642,000 | 179 |
| Managed Assets ($) | $603,190,000 | 165 |
| Non-managed Assets ($) | $186,452,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $704,000 | 252 |
| 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 | $911,000 | 228 |
| Number of Managed Accounts | $786,000 | 189 |
| Number of Non-Managed Accounts | $125,000 | 277 |
| Total fiduciary and related assets | $750,039,000 | 181 |
| Managed Assets ($) | $574,689,000 | 166 |
| Non-managed Assets ($) | $175,350,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,882,000 | 206 |
| 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 | $920,000 | 213 |
| Number of Managed Accounts | $796,000 | 179 |
| Number of Non-Managed Accounts | $124,000 | 189 |
| Total fiduciary and related assets | $727,568,000 | 180 |
| Managed Assets ($) | $557,402,000 | 165 |
| Non-managed Assets ($) | $170,166,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,204,000 | 201 |
| 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 | $925,000 | 216 |
| Number of Managed Accounts | $796,000 | 178 |
| Number of Non-Managed Accounts | $129,000 | 189 |
| Total fiduciary and related assets | $794,013,000 | 178 |
| Managed Assets ($) | $605,935,000 | 162 |
| Non-managed Assets ($) | $188,078,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,488,000 | 206 |
| 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 | $933,000 | 214 |
| Number of Managed Accounts | $803,000 | 178 |
| Number of Non-Managed Accounts | $130,000 | 191 |
| Total fiduciary and related assets | $790,532,000 | 181 |
| Managed Assets ($) | $603,262,000 | 162 |
| Non-managed Assets ($) | $187,270,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 214 |
| 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 | $940,000 | 230 |
| Number of Managed Accounts | $804,000 | 181 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Total fiduciary and related assets | $739,087,000 | 188 |
| Managed Assets ($) | $592,770,000 | 162 |
| Non-managed Assets ($) | $146,317,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,780,000 | 209 |
| 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 | $944,000 | 211 |
| Number of Managed Accounts | $807,000 | 172 |
| Number of Non-Managed Accounts | $137,000 | 191 |
| Total fiduciary and related assets | $672,216,000 | 194 |
| Managed Assets ($) | $559,205,000 | 163 |
| Non-managed Assets ($) | $113,011,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,081,000 | 207 |
| 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 | $943,000 | 212 |
| Number of Managed Accounts | $809,000 | 173 |
| Number of Non-Managed Accounts | $134,000 | 190 |
| Total fiduciary and related assets | $638,258,000 | 191 |
| Managed Assets ($) | $533,320,000 | 161 |
| Non-managed Assets ($) | $104,938,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 214 |
| 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 | $942,000 | 210 |
| Number of Managed Accounts | $808,000 | 177 |
| Number of Non-Managed Accounts | $134,000 | 191 |
| Total fiduciary and related assets | $641,146,000 | 200 |
| Managed Assets ($) | $556,582,000 | 165 |
| Non-managed Assets ($) | $84,564,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $657,000 | 215 |
| 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 | $948,000 | 229 |
| Number of Managed Accounts | $812,000 | 184 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Total fiduciary and related assets | $619,181,000 | 205 |
| Managed Assets ($) | $540,405,000 | 173 |
| Non-managed Assets ($) | $78,776,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,609,000 | 209 |
| 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 | $946,000 | 217 |
| Number of Managed Accounts | $816,000 | 179 |
| Number of Non-Managed Accounts | $130,000 | 191 |
| Total fiduciary and related assets | $604,859,000 | 205 |
| Managed Assets ($) | $528,840,000 | 175 |
| Non-managed Assets ($) | $76,019,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,951,000 | 208 |
| 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 | $943,000 | 219 |
| Number of Managed Accounts | $811,000 | 181 |
| Number of Non-Managed Accounts | $132,000 | 195 |
| Total fiduciary and related assets | $568,586,000 | 208 |
| Managed Assets ($) | $494,564,000 | 174 |
| Non-managed Assets ($) | $74,022,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 213 |
| 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 | $936,000 | 220 |
| Number of Managed Accounts | $805,000 | 183 |
| Number of Non-Managed Accounts | $131,000 | 195 |
| Total fiduciary and related assets | $536,725,000 | 209 |
| Managed Assets ($) | $467,809,000 | 175 |
| Non-managed Assets ($) | $68,916,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 215 |
| 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 | $933,000 | 243 |
| Number of Managed Accounts | $799,000 | 196 |
| Number of Non-Managed Accounts | $134,000 | 291 |
| Total fiduciary and related assets | $559,174,000 | 211 |
| Managed Assets ($) | $486,121,000 | 174 |
| Non-managed Assets ($) | $73,053,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,674,000 | 218 |
| 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 | $952,000 | 221 |
| Number of Managed Accounts | $816,000 | 181 |
| Number of Non-Managed Accounts | $136,000 | 197 |
| Total fiduciary and related assets | $626,876,000 | 207 |
| Managed Assets ($) | $540,700,000 | 171 |
| Non-managed Assets ($) | $86,176,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000 | 229 |
| 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 | $949,000 | 224 |
| Number of Managed Accounts | $812,000 | 187 |
| Number of Non-Managed Accounts | $137,000 | 199 |
| Total fiduciary and related assets | $656,532,000 | 211 |
| Managed Assets ($) | $567,597,000 | 176 |
| Non-managed Assets ($) | $88,935,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,355,000 | 231 |
| 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 | $946,000 | 226 |
| Number of Managed Accounts | $794,000 | 193 |
| Number of Non-Managed Accounts | $152,000 | 191 |
| Total fiduciary and related assets | $661,249,000 | 214 |
| Managed Assets ($) | $567,533,000 | 178 |
| Non-managed Assets ($) | $93,716,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $691,000 | 231 |
| 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 | $922,000 | 249 |
| Number of Managed Accounts | $770,000 | 200 |
| Number of Non-Managed Accounts | $152,000 | 280 |
| Total fiduciary and related assets | $699,916,000 | 212 |
| Managed Assets ($) | $601,681,000 | 172 |
| Non-managed Assets ($) | $98,235,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,776,000 | 227 |
| 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 | $909,000 | 226 |
| Number of Managed Accounts | $753,000 | 194 |
| Number of Non-Managed Accounts | $156,000 | 181 |
| Total fiduciary and related assets | $722,723,000 | 210 |
| Managed Assets ($) | $620,424,000 | 175 |
| Non-managed Assets ($) | $102,299,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,068,000 | 226 |
| 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 | $888,000 | 232 |
| Number of Managed Accounts | $734,000 | 202 |
| Number of Non-Managed Accounts | $154,000 | 192 |
| Total fiduciary and related assets | $672,461,000 | 222 |
| Managed Assets ($) | $577,637,000 | 187 |
| Non-managed Assets ($) | $94,824,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,345,000 | 236 |
| 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 | $922,000 | 220 |
| Number of Managed Accounts | $756,000 | 197 |
| Number of Non-Managed Accounts | $166,000 | 185 |
| Total fiduciary and related assets | $637,743,000 | 227 |
| Managed Assets ($) | $542,305,000 | 188 |
| Non-managed Assets ($) | $95,438,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 238 |
| 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 | $1,094,000 | 205 |
| Number of Managed Accounts | $785,000 | 195 |
| Number of Non-Managed Accounts | $309,000 | 180 |
| Total fiduciary and related assets | $623,682,000 | 227 |
| Managed Assets ($) | $529,238,000 | 192 |
| Non-managed Assets ($) | $94,444,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,852,000 | 215 |
| 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 | $1,078,000 | 195 |
| Number of Managed Accounts | $780,000 | 195 |
| Number of Non-Managed Accounts | $298,000 | 144 |
| Total fiduciary and related assets | $602,523,000 | 231 |
| Managed Assets ($) | $510,360,000 | 194 |
| Non-managed Assets ($) | $92,163,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,167,000 | 216 |
| 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 | $1,079,000 | 197 |
| Number of Managed Accounts | $781,000 | 200 |
| Number of Non-Managed Accounts | $298,000 | 152 |
| Total fiduciary and related assets | $581,687,000 | 242 |
| Managed Assets ($) | $495,233,000 | 199 |
| Non-managed Assets ($) | $86,454,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,497,000 | 216 |
| 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 | $1,148,000 | 184 |
| Number of Managed Accounts | $817,000 | 194 |
| Number of Non-Managed Accounts | $331,000 | 143 |
| Total fiduciary and related assets | $585,130,000 | 242 |
| Managed Assets ($) | $497,254,000 | 199 |
| Non-managed Assets ($) | $87,876,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $845,000 | 200 |
| 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 | $1,028,000 | 216 |
| Number of Managed Accounts | $746,000 | 208 |
| Number of Non-Managed Accounts | $282,000 | 198 |
| Total fiduciary and related assets | $574,198,000 | 241 |
| Managed Assets ($) | $482,622,000 | 203 |
| Non-managed Assets ($) | $91,576,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,522,000 | 231 |
| 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 | $982,000 | 201 |
| Number of Managed Accounts | $705,000 | 209 |
| Number of Non-Managed Accounts | $277,000 | 151 |
| Total fiduciary and related assets | $572,591,000 | 238 |
| Managed Assets ($) | $481,662,000 | 202 |
| Non-managed Assets ($) | $90,929,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,831,000 | 231 |
| 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 | $985,000 | 203 |
| Number of Managed Accounts | $702,000 | 208 |
| Number of Non-Managed Accounts | $283,000 | 151 |
| Total fiduciary and related assets | $541,937,000 | 240 |
| Managed Assets ($) | $453,438,000 | 204 |
| Non-managed Assets ($) | $88,499,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,202,000 | 232 |
| 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 | $954,000 | 211 |
| Number of Managed Accounts | $668,000 | 217 |
| Number of Non-Managed Accounts | $286,000 | 152 |
| Total fiduciary and related assets | $521,667,000 | 247 |
| Managed Assets ($) | $428,921,000 | 215 |
| Non-managed Assets ($) | $92,746,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $605,000 | 237 |
| 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 | $932,000 | 232 |
| Number of Managed Accounts | $649,000 | 227 |
| Number of Non-Managed Accounts | $283,000 | 203 |
| Total fiduciary and related assets | $511,263,000 | 249 |
| Managed Assets ($) | $421,489,000 | 213 |
| Non-managed Assets ($) | $89,774,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,312,000 | 232 |
| 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 | $940,000 | 211 |
| Number of Managed Accounts | $652,000 | 217 |
| Number of Non-Managed Accounts | $288,000 | 153 |
| Total fiduciary and related assets | $498,835,000 | 246 |
| Managed Assets ($) | $412,682,000 | 209 |
| Non-managed Assets ($) | $86,153,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,671,000 | 244 |
| 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 | $940,000 | 218 |
| Number of Managed Accounts | $652,000 | 218 |
| Number of Non-Managed Accounts | $288,000 | 154 |
| Total fiduciary and related assets | $477,772,000 | 254 |
| Managed Assets ($) | $406,351,000 | 211 |
| Non-managed Assets ($) | $71,421,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,129,000 | 244 |
| 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 | $935,000 | 216 |
| Number of Managed Accounts | $639,000 | 219 |
| Number of Non-Managed Accounts | $296,000 | 151 |
| Total fiduciary and related assets | $467,994,000 | 259 |
| Managed Assets ($) | $397,041,000 | 217 |
| Non-managed Assets ($) | $70,953,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 238 |
| 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 | $935,000 | 247 |
| Number of Managed Accounts | $634,000 | 236 |
| Number of Non-Managed Accounts | $301,000 | 212 |
| Total fiduciary and related assets | $456,598,000 | 269 |
| Managed Assets ($) | $385,471,000 | 228 |
| Non-managed Assets ($) | $71,127,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,091,000 | 250 |
| 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 | $922,000 | 231 |
| Number of Managed Accounts | $623,000 | 227 |
| Number of Non-Managed Accounts | $299,000 | 170 |
| Total fiduciary and related assets | $419,106,000 | 279 |
| Managed Assets ($) | $360,048,000 | 235 |
| Non-managed Assets ($) | $59,058,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 266 |
| 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 | $912,000 | 241 |
| Number of Managed Accounts | $618,000 | 231 |
| Number of Non-Managed Accounts | $294,000 | 177 |
| Total fiduciary and related assets | $406,567,000 | 290 |
| Managed Assets ($) | $351,247,000 | 237 |
| Non-managed Assets ($) | $55,320,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 276 |
| 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 | $910,000 | 247 |
| Number of Managed Accounts | $618,000 | 241 |
| Number of Non-Managed Accounts | $292,000 | 179 |
| Total fiduciary and related assets | $380,813,000 | 299 |
| Managed Assets ($) | $329,259,000 | 248 |
| Non-managed Assets ($) | $51,554,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 288 |
| 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 | $915,000 | 271 |
| Number of Managed Accounts | $619,000 | 260 |
| Number of Non-Managed Accounts | $296,000 | 230 |
| Total fiduciary and related assets | $382,887,000 | 299 |
| Managed Assets ($) | $331,134,000 | 247 |
| Non-managed Assets ($) | $51,753,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,904,000 | 293 |
| 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 | $903,000 | 248 |
| Number of Managed Accounts | $629,000 | 244 |
| Number of Non-Managed Accounts | $274,000 | 235 |
| Total fiduciary and related assets | $391,997,000 | 284 |
| Managed Assets ($) | $338,307,000 | 242 |
| Non-managed Assets ($) | $53,690,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 292 |
| 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 | $1,910,000 | 292 |
| 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 | $1,686,000 | 353 |
| 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 | $1,332,000 | 398 |
| 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 | $1,086,000 | 443 |
| 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 | $1,002,000 | 505 |
| 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 | $844,000 | 573 |
| 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 | $724,000 | 614 |
| 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 | $663,000 | 661 |
| 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 | $535,000 | 738 |