Home > The Trust Company of Virginia > Fiduciary and Related Services
The Trust Company of Virginia, Fiduciary and Related Services
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,573,000 | 160 |
| Number of Managed Accounts | $1,514,000 | 129 |
| Number of Non-Managed Accounts | $59,000 | 246 |
| Total fiduciary and related assets | $1,340,535,000 | 168 |
| Managed Assets ($) | $1,263,873,000 | 133 |
| Non-managed Assets ($) | $76,662,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,754,000 | 129 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,565,000 | 156 |
| Number of Managed Accounts | $1,509,000 | 127 |
| Number of Non-Managed Accounts | $56,000 | 255 |
| Total fiduciary and related assets | $1,279,106,000 | 166 |
| Managed Assets ($) | $1,219,482,000 | 131 |
| Non-managed Assets ($) | $59,624,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,089,000 | 129 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,559,000 | 155 |
| Number of Managed Accounts | $1,503,000 | 125 |
| Number of Non-Managed Accounts | $56,000 | 254 |
| Total fiduciary and related assets | $1,260,255,000 | 165 |
| Managed Assets ($) | $1,200,717,000 | 128 |
| Non-managed Assets ($) | $59,538,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,516,000 | 128 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,553,000 | 156 |
| Number of Managed Accounts | $1,497,000 | 123 |
| Number of Non-Managed Accounts | $56,000 | 403 |
| Total fiduciary and related assets | $1,208,421,000 | 164 |
| Managed Assets ($) | $1,149,709,000 | 126 |
| Non-managed Assets ($) | $58,712,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,877,000 | 124 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,553,000 | 150 |
| Number of Managed Accounts | $1,496,000 | 121 |
| Number of Non-Managed Accounts | $57,000 | 258 |
| Total fiduciary and related assets | $1,199,941,000 | 166 |
| Managed Assets ($) | $1,142,977,000 | 129 |
| Non-managed Assets ($) | $56,964,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,374,000 | 123 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,557,000 | 148 |
| Number of Managed Accounts | $1,494,000 | 123 |
| Number of Non-Managed Accounts | $63,000 | 245 |
| Total fiduciary and related assets | $1,212,494,000 | 166 |
| Managed Assets ($) | $1,151,083,000 | 129 |
| Non-managed Assets ($) | $61,411,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,868,000 | 125 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,556,000 | 148 |
| Number of Managed Accounts | $1,499,000 | 123 |
| Number of Non-Managed Accounts | $57,000 | 260 |
| Total fiduciary and related assets | $1,171,233,000 | 170 |
| Managed Assets ($) | $1,097,448,000 | 131 |
| Non-managed Assets ($) | $73,785,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,388,000 | 127 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,548,000 | 154 |
| Number of Managed Accounts | $1,490,000 | 124 |
| Number of Non-Managed Accounts | $58,000 | 403 |
| Total fiduciary and related assets | $1,152,592,000 | 170 |
| Managed Assets ($) | $1,082,818,000 | 132 |
| Non-managed Assets ($) | $69,774,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,396,000 | 122 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,558,000 | 149 |
| Number of Managed Accounts | $1,500,000 | 118 |
| Number of Non-Managed Accounts | $58,000 | 255 |
| Total fiduciary and related assets | $1,142,335,000 | 169 |
| Managed Assets ($) | $1,072,561,000 | 130 |
| Non-managed Assets ($) | $69,774,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,917,000 | 120 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,557,000 | 149 |
| Number of Managed Accounts | $1,494,000 | 121 |
| Number of Non-Managed Accounts | $63,000 | 246 |
| Total fiduciary and related assets | $1,212,494,000 | 167 |
| Managed Assets ($) | $1,151,083,000 | 129 |
| Non-managed Assets ($) | $61,411,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,170,000 | 125 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 152 |
| Number of Managed Accounts | $1,474,000 | 122 |
| Number of Non-Managed Accounts | $54,000 | 268 |
| Total fiduciary and related assets | $1,214,421,000 | 166 |
| Managed Assets ($) | $1,151,168,000 | 128 |
| Non-managed Assets ($) | $63,253,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,535,000 | 125 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,511,000 | 155 |
| Number of Managed Accounts | $1,453,000 | 122 |
| Number of Non-Managed Accounts | $58,000 | 418 |
| Total fiduciary and related assets | $1,203,053,000 | 164 |
| Managed Assets ($) | $1,136,648,000 | 128 |
| Non-managed Assets ($) | $66,405,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,806,000 | 125 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,494,000 | 151 |
| Number of Managed Accounts | $1,441,000 | 122 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $1,173,542,000 | 164 |
| Managed Assets ($) | $1,110,253,000 | 127 |
| Non-managed Assets ($) | $63,289,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,351,000 | 124 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,505,000 | 148 |
| Number of Managed Accounts | $1,450,000 | 119 |
| Number of Non-Managed Accounts | $55,000 | 263 |
| Total fiduciary and related assets | $1,189,019,000 | 160 |
| Managed Assets ($) | $1,132,508,000 | 125 |
| Non-managed Assets ($) | $56,511,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,893,000 | 124 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,506,000 | 149 |
| Number of Managed Accounts | $1,450,000 | 119 |
| Number of Non-Managed Accounts | $56,000 | 262 |
| Total fiduciary and related assets | $1,171,673,000 | 161 |
| Managed Assets ($) | $1,107,832,000 | 126 |
| Non-managed Assets ($) | $63,841,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,447,000 | 125 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,504,000 | 152 |
| Number of Managed Accounts | $1,444,000 | 114 |
| Number of Non-Managed Accounts | $60,000 | 425 |
| Total fiduciary and related assets | $1,157,008,000 | 160 |
| Managed Assets ($) | $1,092,529,000 | 126 |
| Non-managed Assets ($) | $64,479,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,747,000 | 124 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,494,000 | 145 |
| Number of Managed Accounts | $1,432,000 | 111 |
| Number of Non-Managed Accounts | $62,000 | 246 |
| Total fiduciary and related assets | $1,109,601,000 | 158 |
| Managed Assets ($) | $1,043,489,000 | 124 |
| Non-managed Assets ($) | $66,112,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,267,000 | 121 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 145 |
| Number of Managed Accounts | $1,412,000 | 113 |
| Number of Non-Managed Accounts | $61,000 | 249 |
| Total fiduciary and related assets | $1,071,447,000 | 155 |
| Managed Assets ($) | $1,007,155,000 | 124 |
| Non-managed Assets ($) | $64,292,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,777,000 | 124 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,476,000 | 147 |
| Number of Managed Accounts | $1,415,000 | 112 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $1,107,133,000 | 155 |
| Managed Assets ($) | $1,042,467,000 | 123 |
| Non-managed Assets ($) | $64,666,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 124 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,456,000 | 158 |
| Number of Managed Accounts | $1,392,000 | 115 |
| Number of Non-Managed Accounts | $64,000 | 421 |
| Total fiduciary and related assets | $1,045,515,000 | 155 |
| Managed Assets ($) | $987,550,000 | 124 |
| Non-managed Assets ($) | $57,965,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,667,000 | 123 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,000 | 149 |
| Number of Managed Accounts | $1,387,000 | 113 |
| Number of Non-Managed Accounts | $64,000 | 242 |
| Total fiduciary and related assets | $1,030,178,000 | 153 |
| Managed Assets ($) | $972,010,000 | 124 |
| Non-managed Assets ($) | $58,168,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,419,000 | 123 |
| 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 | $4,248,000 | 123 |
| 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 | $1,438,000 | 149 |
| Number of Managed Accounts | $1,372,000 | 113 |
| Number of Non-Managed Accounts | $66,000 | 231 |
| Total fiduciary and related assets | $1,003,301,000 | 152 |
| Managed Assets ($) | $948,725,000 | 124 |
| Non-managed Assets ($) | $54,576,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,160,000 | 122 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,416,000 | 153 |
| Number of Managed Accounts | $1,348,000 | 118 |
| Number of Non-Managed Accounts | $68,000 | 410 |
| Total fiduciary and related assets | $948,226,000 | 156 |
| Managed Assets ($) | $892,092,000 | 126 |
| Non-managed Assets ($) | $56,134,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,402,000 | 149 |
| Number of Managed Accounts | $1,334,000 | 119 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $926,566,000 | 153 |
| Managed Assets ($) | $870,850,000 | 127 |
| Non-managed Assets ($) | $55,716,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,388,000 | 152 |
| Number of Managed Accounts | $1,322,000 | 120 |
| Number of Non-Managed Accounts | $66,000 | 246 |
| Total fiduciary and related assets | $990,557,000 | 154 |
| Managed Assets ($) | $933,808,000 | 127 |
| Non-managed Assets ($) | $56,749,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,381,000 | 150 |
| Number of Managed Accounts | $1,314,000 | 118 |
| Number of Non-Managed Accounts | $67,000 | 244 |
| Total fiduciary and related assets | $996,106,000 | 154 |
| Managed Assets ($) | $938,859,000 | 126 |
| Non-managed Assets ($) | $57,247,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,369,000 | 161 |
| Number of Managed Accounts | $1,299,000 | 123 |
| Number of Non-Managed Accounts | $70,000 | 418 |
| Total fiduciary and related assets | $963,307,000 | 159 |
| Managed Assets ($) | $907,956,000 | 129 |
| Non-managed Assets ($) | $55,351,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,365,000 | 151 |
| Number of Managed Accounts | $1,295,000 | 120 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $901,687,000 | 162 |
| Managed Assets ($) | $849,738,000 | 130 |
| Non-managed Assets ($) | $51,949,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,362,000 | 150 |
| Number of Managed Accounts | $1,293,000 | 119 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $838,567,000 | 159 |
| Managed Assets ($) | $787,486,000 | 131 |
| Non-managed Assets ($) | $51,081,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,356,000 | 151 |
| Number of Managed Accounts | $1,287,000 | 117 |
| Number of Non-Managed Accounts | $69,000 | 243 |
| Total fiduciary and related assets | $894,934,000 | 161 |
| Managed Assets ($) | $841,910,000 | 130 |
| Non-managed Assets ($) | $53,024,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 162 |
| Number of Managed Accounts | $1,266,000 | 126 |
| Number of Non-Managed Accounts | $69,000 | 439 |
| Total fiduciary and related assets | $856,783,000 | 165 |
| Managed Assets ($) | $805,328,000 | 133 |
| Non-managed Assets ($) | $51,455,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,109,000 | 184 |
| Number of Managed Accounts | $1,109,000 | 133 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $804,992,000 | 174 |
| Managed Assets ($) | $804,992,000 | 131 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,355,000 | 155 |
| Number of Managed Accounts | $1,355,000 | 119 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $750,126,000 | 175 |
| Managed Assets ($) | $750,126,000 | 134 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,359,000 | 151 |
| Number of Managed Accounts | $1,359,000 | 115 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $691,690,000 | 178 |
| Managed Assets ($) | $691,690,000 | 140 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 168 |
| Number of Managed Accounts | $1,335,000 | 121 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $732,637,000 | 182 |
| Managed Assets ($) | $732,637,000 | 141 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,308,000 | 160 |
| Number of Managed Accounts | $1,308,000 | 118 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $791,142,000 | 182 |
| Managed Assets ($) | $791,142,000 | 141 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,279,000 | 167 |
| Number of Managed Accounts | $1,279,000 | 122 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $829,465,000 | 188 |
| Managed Assets ($) | $829,465,000 | 144 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,259,000 | 175 |
| Number of Managed Accounts | $1,259,000 | 127 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $827,008,000 | 195 |
| Managed Assets ($) | $827,008,000 | 149 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |