Home > Alliance Bank > Fiduciary and Related Services
Alliance Bank, Fiduciary and Related Services
| 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 | $1,860,000 | 126 |
| Number of Managed Accounts | $1,776,000 | 93 |
| Number of Non-Managed Accounts | $84,000 | 355 |
| Total fiduciary and related assets | $775,920,000 | 188 |
| Managed Assets ($) | $733,744,000 | 152 |
| Non-managed Assets ($) | $42,176,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,336,000 | 135 |
| 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 | $1,871,000 | 118 |
| Number of Managed Accounts | $1,791,000 | 91 |
| Number of Non-Managed Accounts | $80,000 | 222 |
| Total fiduciary and related assets | $782,508,000 | 188 |
| Managed Assets ($) | $741,178,000 | 153 |
| Non-managed Assets ($) | $41,330,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,470,000 | 135 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,893,000 | 115 |
| Number of Managed Accounts | $1,825,000 | 88 |
| Number of Non-Managed Accounts | $68,000 | 233 |
| Total fiduciary and related assets | $763,031,000 | 184 |
| Managed Assets ($) | $724,504,000 | 146 |
| Non-managed Assets ($) | $38,527,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,674,000 | 134 |
| 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 | $1,909,000 | 113 |
| Number of Managed Accounts | $1,843,000 | 85 |
| Number of Non-Managed Accounts | $66,000 | 231 |
| Total fiduciary and related assets | $779,438,000 | 182 |
| Managed Assets ($) | $741,798,000 | 147 |
| Non-managed Assets ($) | $37,640,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 136 |
| 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 | $1,919,000 | 114 |
| Number of Managed Accounts | $1,857,000 | 83 |
| Number of Non-Managed Accounts | $62,000 | 435 |
| Total fiduciary and related assets | $741,058,000 | 184 |
| Managed Assets ($) | $707,634,000 | 147 |
| Non-managed Assets ($) | $33,424,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,458,000 | 118 |
| 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 | $1,925,000 | 109 |
| Number of Managed Accounts | $1,864,000 | 84 |
| Number of Non-Managed Accounts | $61,000 | 251 |
| Total fiduciary and related assets | $700,874,000 | 186 |
| Managed Assets ($) | $670,054,000 | 147 |
| Non-managed Assets ($) | $30,820,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,632,000 | 118 |
| 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 | $1,947,000 | 109 |
| Number of Managed Accounts | $1,889,000 | 86 |
| Number of Non-Managed Accounts | $58,000 | 260 |
| Total fiduciary and related assets | $772,559,000 | 183 |
| Managed Assets ($) | $741,861,000 | 145 |
| Non-managed Assets ($) | $30,698,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,729,000 | 119 |
| 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 | $1,941,000 | 106 |
| Number of Managed Accounts | $1,902,000 | 82 |
| Number of Non-Managed Accounts | $39,000 | 286 |
| Total fiduciary and related assets | $749,982,000 | 187 |
| Managed Assets ($) | $725,889,000 | 148 |
| Non-managed Assets ($) | $24,093,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,836,000 | 118 |
| 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 | $1,941,000 | 110 |
| Number of Managed Accounts | $1,621,000 | 91 |
| Number of Non-Managed Accounts | $320,000 | 156 |
| Total fiduciary and related assets | $737,879,000 | 189 |
| Managed Assets ($) | $549,682,000 | 167 |
| Non-managed Assets ($) | $188,197,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,185,000 | 114 |
| 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 | $1,962,000 | 102 |
| Number of Managed Accounts | $1,643,000 | 90 |
| Number of Non-Managed Accounts | $319,000 | 127 |
| Total fiduciary and related assets | $714,805,000 | 187 |
| Managed Assets ($) | $533,764,000 | 166 |
| Non-managed Assets ($) | $181,041,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,376,000 | 112 |
| 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 | $1,986,000 | 101 |
| Number of Managed Accounts | $1,661,000 | 88 |
| Number of Non-Managed Accounts | $325,000 | 125 |
| Total fiduciary and related assets | $671,525,000 | 185 |
| Managed Assets ($) | $501,213,000 | 167 |
| Non-managed Assets ($) | $170,312,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,606,000 | 115 |
| 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 | $2,002,000 | 103 |
| Number of Managed Accounts | $1,965,000 | 78 |
| Number of Non-Managed Accounts | $37,000 | 291 |
| Total fiduciary and related assets | $718,544,000 | 185 |
| Managed Assets ($) | $697,538,000 | 145 |
| Non-managed Assets ($) | $21,006,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 115 |
| 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 | $2,017,000 | 113 |
| Number of Managed Accounts | $1,982,000 | 84 |
| Number of Non-Managed Accounts | $35,000 | 618 |
| Total fiduciary and related assets | $704,998,000 | 189 |
| Managed Assets ($) | $684,068,000 | 145 |
| Non-managed Assets ($) | $20,930,000 | 493 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,094,000 | 110 |
| 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 | $2,057,000 | 107 |
| Number of Managed Accounts | $2,022,000 | 81 |
| Number of Non-Managed Accounts | $35,000 | 281 |
| Total fiduciary and related assets | $702,078,000 | 190 |
| Managed Assets ($) | $683,012,000 | 148 |
| Non-managed Assets ($) | $19,066,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,262,000 | 111 |
| 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 | $2,104,000 | 104 |
| Number of Managed Accounts | $2,068,000 | 80 |
| Number of Non-Managed Accounts | $36,000 | 286 |
| Total fiduciary and related assets | $646,904,000 | 193 |
| Managed Assets ($) | $631,834,000 | 150 |
| Non-managed Assets ($) | $15,070,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,529,000 | 113 |
| 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 | $2,139,000 | 101 |
| Number of Managed Accounts | $2,104,000 | 79 |
| Number of Non-Managed Accounts | $35,000 | 286 |
| Total fiduciary and related assets | $609,596,000 | 197 |
| Managed Assets ($) | $594,973,000 | 150 |
| Non-managed Assets ($) | $14,623,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 112 |
| 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 | $2,120,000 | 117 |
| Number of Managed Accounts | $2,085,000 | 84 |
| Number of Non-Managed Accounts | $35,000 | 620 |
| Total fiduciary and related assets | $651,800,000 | 195 |
| Managed Assets ($) | $636,280,000 | 150 |
| Non-managed Assets ($) | $15,520,000 | 526 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,486,000 | 110 |
| 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 | $2,131,000 | 106 |
| Number of Managed Accounts | $2,102,000 | 81 |
| Number of Non-Managed Accounts | $29,000 | 318 |
| Total fiduciary and related assets | $741,117,000 | 188 |
| Managed Assets ($) | $725,757,000 | 146 |
| Non-managed Assets ($) | $15,360,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,551,000 | 110 |
| 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 | $2,134,000 | 109 |
| Number of Managed Accounts | $2,106,000 | 81 |
| Number of Non-Managed Accounts | $28,000 | 322 |
| Total fiduciary and related assets | $799,943,000 | 192 |
| Managed Assets ($) | $784,546,000 | 150 |
| Non-managed Assets ($) | $15,397,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,407,000 | 112 |
| 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 | $2,149,000 | 111 |
| Number of Managed Accounts | $2,121,000 | 85 |
| Number of Non-Managed Accounts | $28,000 | 324 |
| Total fiduciary and related assets | $825,241,000 | 196 |
| Managed Assets ($) | $809,593,000 | 151 |
| Non-managed Assets ($) | $15,648,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 113 |
| 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 | $2,158,000 | 115 |
| Number of Managed Accounts | $2,128,000 | 82 |
| Number of Non-Managed Accounts | $30,000 | 681 |
| Total fiduciary and related assets | $871,461,000 | 190 |
| Managed Assets ($) | $856,762,000 | 147 |
| Non-managed Assets ($) | $14,699,000 | 571 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,045,000 | 110 |
| 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 | $2,178,000 | 106 |
| Number of Managed Accounts | $2,147,000 | 78 |
| Number of Non-Managed Accounts | $31,000 | 312 |
| Total fiduciary and related assets | $899,513,000 | 188 |
| Managed Assets ($) | $884,462,000 | 147 |
| Non-managed Assets ($) | $15,051,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,733,000 | 108 |
| 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 | $2,191,000 | 104 |
| Number of Managed Accounts | $2,156,000 | 77 |
| Number of Non-Managed Accounts | $35,000 | 308 |
| Total fiduciary and related assets | $876,620,000 | 197 |
| Managed Assets ($) | $861,505,000 | 150 |
| Non-managed Assets ($) | $15,115,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,436,000 | 113 |
| 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 | $2,169,000 | 103 |
| Number of Managed Accounts | $2,132,000 | 76 |
| Number of Non-Managed Accounts | $37,000 | 306 |
| Total fiduciary and related assets | $831,161,000 | 197 |
| Managed Assets ($) | $816,037,000 | 150 |
| Non-managed Assets ($) | $15,124,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,191,000 | 110 |
| 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 | $2,168,000 | 108 |
| Number of Managed Accounts | $2,129,000 | 75 |
| Number of Non-Managed Accounts | $39,000 | 621 |
| Total fiduciary and related assets | $830,825,000 | 198 |
| Managed Assets ($) | $815,488,000 | 150 |
| Non-managed Assets ($) | $15,337,000 | 573 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,785,000 | 107 |
| 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 | $2,180,000 | 107 |
| Number of Managed Accounts | $2,140,000 | 80 |
| Number of Non-Managed Accounts | $40,000 | 298 |
| Total fiduciary and related assets | $799,229,000 | 203 |
| Managed Assets ($) | $784,261,000 | 157 |
| Non-managed Assets ($) | $14,968,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,552,000 | 112 |
| 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 | $2,211,000 | 110 |
| Number of Managed Accounts | $2,178,000 | 81 |
| Number of Non-Managed Accounts | $33,000 | 317 |
| Total fiduciary and related assets | $766,554,000 | 215 |
| Managed Assets ($) | $751,155,000 | 162 |
| Non-managed Assets ($) | $15,399,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,417,000 | 117 |
| 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 | $2,242,000 | 106 |
| Number of Managed Accounts | $2,208,000 | 80 |
| Number of Non-Managed Accounts | $34,000 | 316 |
| Total fiduciary and related assets | $780,418,000 | 216 |
| Managed Assets ($) | $763,772,000 | 162 |
| Non-managed Assets ($) | $16,646,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,216,000 | 115 |
| 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 | $2,254,000 | 111 |
| Number of Managed Accounts | $2,211,000 | 81 |
| Number of Non-Managed Accounts | $43,000 | 612 |
| Total fiduciary and related assets | $791,131,000 | 212 |
| Managed Assets ($) | $758,913,000 | 162 |
| Non-managed Assets ($) | $32,218,000 | 425 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,763,000 | 118 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,557,000 | 120 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,334,000 | 129 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 163 |
| 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 | $431,000 | 420 |
| Number of Managed Accounts | $391,000 | 341 |
| Number of Non-Managed Accounts | $40,000 | 659 |
| Total fiduciary and related assets | $209,500,000 | 404 |
| Managed Assets ($) | $193,933,000 | 341 |
| Non-managed Assets ($) | $15,567,000 | 551 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,451,000 | 307 |
| 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 | $1,059,000 | 316 |
| 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 | $718,000 | 318 |
| 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 | $346,000 | 320 |
| 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 | $433,000 | 438 |
| Number of Managed Accounts | $393,000 | 349 |
| Number of Non-Managed Accounts | $40,000 | 671 |
| Total fiduciary and related assets | $178,122,000 | 427 |
| Managed Assets ($) | $163,765,000 | 368 |
| Non-managed Assets ($) | $14,357,000 | 597 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 332 |
| 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 | $998,000 | 336 |
| 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 | $675,000 | 339 |
| 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 | $290,000 | 374 |
| 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 | $379,000 | 497 |
| Number of Managed Accounts | $365,000 | 382 |
| Number of Non-Managed Accounts | $14,000 | 950 |
| Total fiduciary and related assets | $148,660,000 | 465 |
| Managed Assets ($) | $146,122,000 | 389 |
| Non-managed Assets ($) | $2,538,000 | 939 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,307,000 | 355 |
| 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 | $420,000 | 441 |
| Number of Managed Accounts | $401,000 | 337 |
| Number of Non-Managed Accounts | $19,000 | 847 |
| Total fiduciary and related assets | $187,457,000 | 406 |
| Managed Assets ($) | $184,366,000 | 342 |
| Non-managed Assets ($) | $3,091,000 | 860 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,405,000 | 356 |
| 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 | $1,393,000 | 359 |
| 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 | $1,134,000 | 438 |
| 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 | $355,000 | 743 |
| 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 | $353,000 | 767 |
| 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 | $300,000 | 860 |
| 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 | $251,000 | 945 |
| 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 | $211,000 | 1,005 |
| 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 | $158,000 | 1,108 |
| 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 | $134,000 | 1,181 |