Home > American State Bank > Fiduciary and Related Services
American State Bank, Fiduciary and Related Services
| 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 | $838,000 | 229 |
| Number of Managed Accounts | $787,000 | 184 |
| Number of Non-Managed Accounts | $51,000 | 258 |
| Total fiduciary and related assets | $830,847,000 | 172 |
| Managed Assets ($) | $798,271,000 | 134 |
| Non-managed Assets ($) | $32,576,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 203 |
| 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 | $843,000 | 229 |
| Number of Managed Accounts | $790,000 | 185 |
| Number of Non-Managed Accounts | $53,000 | 254 |
| Total fiduciary and related assets | $840,640,000 | 169 |
| Managed Assets ($) | $807,487,000 | 138 |
| Non-managed Assets ($) | $33,153,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 199 |
| 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 | $831,000 | 248 |
| Number of Managed Accounts | $777,000 | 192 |
| Number of Non-Managed Accounts | $54,000 | 463 |
| Total fiduciary and related assets | $818,299,000 | 168 |
| Managed Assets ($) | $785,092,000 | 137 |
| Non-managed Assets ($) | $33,207,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,544,000 | 175 |
| 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 | $834,000 | 230 |
| Number of Managed Accounts | $766,000 | 186 |
| Number of Non-Managed Accounts | $68,000 | 235 |
| Total fiduciary and related assets | $762,759,000 | 173 |
| Managed Assets ($) | $716,161,000 | 143 |
| Non-managed Assets ($) | $46,598,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,706,000 | 174 |
| 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 | $827,000 | 229 |
| Number of Managed Accounts | $758,000 | 190 |
| Number of Non-Managed Accounts | $69,000 | 239 |
| Total fiduciary and related assets | $817,279,000 | 173 |
| Managed Assets ($) | $752,576,000 | 144 |
| Non-managed Assets ($) | $64,703,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,777,000 | 180 |
| 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 | $816,000 | 236 |
| Number of Managed Accounts | $748,000 | 190 |
| Number of Non-Managed Accounts | $68,000 | 243 |
| Total fiduciary and related assets | $818,935,000 | 176 |
| Managed Assets ($) | $748,542,000 | 145 |
| Non-managed Assets ($) | $70,393,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 180 |
| 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 | $803,000 | 263 |
| Number of Managed Accounts | $735,000 | 204 |
| Number of Non-Managed Accounts | $68,000 | 432 |
| Total fiduciary and related assets | $774,590,000 | 184 |
| Managed Assets ($) | $701,802,000 | 147 |
| Non-managed Assets ($) | $72,788,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,536,000 | 177 |
| 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 | $799,000 | 241 |
| Number of Managed Accounts | $734,000 | 192 |
| Number of Non-Managed Accounts | $65,000 | 242 |
| Total fiduciary and related assets | $785,704,000 | 176 |
| Managed Assets ($) | $698,240,000 | 149 |
| Non-managed Assets ($) | $87,464,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,689,000 | 174 |
| 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 | $797,000 | 241 |
| Number of Managed Accounts | $732,000 | 193 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $736,792,000 | 177 |
| Managed Assets ($) | $654,446,000 | 147 |
| Non-managed Assets ($) | $82,346,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 191 |
| 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 | $794,000 | 241 |
| Number of Managed Accounts | $733,000 | 194 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $738,370,000 | 183 |
| Managed Assets ($) | $648,606,000 | 152 |
| Non-managed Assets ($) | $89,764,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $798,000 | 196 |
| 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 | $790,000 | 271 |
| Number of Managed Accounts | $728,000 | 209 |
| Number of Non-Managed Accounts | $62,000 | 462 |
| Total fiduciary and related assets | $734,535,000 | 185 |
| Managed Assets ($) | $647,269,000 | 151 |
| Non-managed Assets ($) | $87,266,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,226,000 | 185 |
| 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 | $781,000 | 243 |
| Number of Managed Accounts | $767,000 | 189 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $721,940,000 | 186 |
| Managed Assets ($) | $709,082,000 | 144 |
| Non-managed Assets ($) | $12,858,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,325,000 | 189 |
| 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 | $664,000 | 270 |
| Number of Managed Accounts | $650,000 | 215 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $653,384,000 | 192 |
| Managed Assets ($) | $641,295,000 | 149 |
| Non-managed Assets ($) | $12,089,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,592,000 | 189 |
| 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 | $670,000 | 268 |
| Number of Managed Accounts | $660,000 | 212 |
| Number of Non-Managed Accounts | $10,000 | 351 |
| Total fiduciary and related assets | $626,250,000 | 193 |
| Managed Assets ($) | $615,772,000 | 149 |
| Non-managed Assets ($) | $10,478,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 186 |
| 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 | $668,000 | 309 |
| Number of Managed Accounts | $659,000 | 230 |
| Number of Non-Managed Accounts | $9,000 | 927 |
| Total fiduciary and related assets | $653,050,000 | 193 |
| Managed Assets ($) | $641,873,000 | 149 |
| Non-managed Assets ($) | $11,177,000 | 576 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,510,000 | 187 |
| 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 | $665,000 | 267 |
| Number of Managed Accounts | $655,000 | 212 |
| Number of Non-Managed Accounts | $10,000 | 372 |
| Total fiduciary and related assets | $588,239,000 | 213 |
| Managed Assets ($) | $575,228,000 | 164 |
| Non-managed Assets ($) | $13,011,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,748,000 | 189 |
| 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 | $656,000 | 278 |
| Number of Managed Accounts | $645,000 | 217 |
| Number of Non-Managed Accounts | $11,000 | 372 |
| Total fiduciary and related assets | $586,740,000 | 226 |
| Managed Assets ($) | $571,346,000 | 175 |
| Non-managed Assets ($) | $15,394,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,831,000 | 192 |
| 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 | $648,000 | 282 |
| Number of Managed Accounts | $638,000 | 221 |
| Number of Non-Managed Accounts | $10,000 | 382 |
| Total fiduciary and related assets | $572,374,000 | 237 |
| Managed Assets ($) | $559,459,000 | 180 |
| Non-managed Assets ($) | $12,915,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 194 |
| 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 | $647,000 | 312 |
| Number of Managed Accounts | $635,000 | 231 |
| Number of Non-Managed Accounts | $12,000 | 889 |
| Total fiduciary and related assets | $567,801,000 | 244 |
| Managed Assets ($) | $552,224,000 | 182 |
| Non-managed Assets ($) | $15,577,000 | 556 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,165,000 | 210 |
| 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 | $631,000 | 274 |
| Number of Managed Accounts | $619,000 | 221 |
| Number of Non-Managed Accounts | $12,000 | 366 |
| Total fiduciary and related assets | $553,894,000 | 240 |
| Managed Assets ($) | $538,296,000 | 190 |
| Non-managed Assets ($) | $15,598,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,401,000 | 210 |
| 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 | $635,000 | 280 |
| Number of Managed Accounts | $624,000 | 226 |
| Number of Non-Managed Accounts | $11,000 | 376 |
| Total fiduciary and related assets | $541,178,000 | 253 |
| Managed Assets ($) | $527,335,000 | 196 |
| Non-managed Assets ($) | $13,843,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,586,000 | 217 |
| 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 | $624,000 | 284 |
| Number of Managed Accounts | $616,000 | 228 |
| Number of Non-Managed Accounts | $8,000 | 385 |
| Total fiduciary and related assets | $531,062,000 | 251 |
| Managed Assets ($) | $526,485,000 | 195 |
| Non-managed Assets ($) | $4,577,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 209 |
| 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 | $615,000 | 325 |
| Number of Managed Accounts | $608,000 | 243 |
| Number of Non-Managed Accounts | $7,000 | 1,013 |
| Total fiduciary and related assets | $521,413,000 | 252 |
| Managed Assets ($) | $516,665,000 | 194 |
| Non-managed Assets ($) | $4,748,000 | 780 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,876,000 | 211 |
| 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 | $608,000 | 290 |
| Number of Managed Accounts | $600,000 | 232 |
| Number of Non-Managed Accounts | $8,000 | 373 |
| Total fiduciary and related assets | $508,326,000 | 254 |
| Managed Assets ($) | $502,804,000 | 198 |
| Non-managed Assets ($) | $5,522,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,159,000 | 217 |
| 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 | $604,000 | 295 |
| Number of Managed Accounts | $596,000 | 239 |
| Number of Non-Managed Accounts | $8,000 | 380 |
| Total fiduciary and related assets | $462,927,000 | 270 |
| Managed Assets ($) | $457,577,000 | 214 |
| Non-managed Assets ($) | $5,350,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,490,000 | 217 |
| 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 | $603,000 | 295 |
| Number of Managed Accounts | $595,000 | 236 |
| Number of Non-Managed Accounts | $8,000 | 385 |
| Total fiduciary and related assets | $470,414,000 | 269 |
| Managed Assets ($) | $464,987,000 | 210 |
| Non-managed Assets ($) | $5,427,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 219 |
| 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 | $617,000 | 328 |
| Number of Managed Accounts | $609,000 | 246 |
| Number of Non-Managed Accounts | $8,000 | 1,022 |
| Total fiduciary and related assets | $452,150,000 | 271 |
| Managed Assets ($) | $446,783,000 | 213 |
| Non-managed Assets ($) | $5,367,000 | 773 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,702,000 | 220 |
| 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 | $611,000 | 283 |
| Number of Managed Accounts | $603,000 | 229 |
| Number of Non-Managed Accounts | $8,000 | 374 |
| Total fiduciary and related assets | $449,865,000 | 268 |
| Managed Assets ($) | $444,568,000 | 211 |
| Non-managed Assets ($) | $5,297,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,003,000 | 218 |
| 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 | $607,000 | 286 |
| Number of Managed Accounts | $599,000 | 229 |
| Number of Non-Managed Accounts | $8,000 | 390 |
| Total fiduciary and related assets | $435,096,000 | 266 |
| Managed Assets ($) | $429,809,000 | 213 |
| Non-managed Assets ($) | $5,287,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 224 |
| 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 | $605,000 | 289 |
| Number of Managed Accounts | $597,000 | 232 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $440,167,000 | 266 |
| Managed Assets ($) | $434,861,000 | 212 |
| Non-managed Assets ($) | $5,306,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $644,000 | 221 |
| 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 | $597,000 | 335 |
| Number of Managed Accounts | $589,000 | 246 |
| Number of Non-Managed Accounts | $8,000 | 1,030 |
| Total fiduciary and related assets | $437,425,000 | 265 |
| Managed Assets ($) | $432,190,000 | 210 |
| Non-managed Assets ($) | $5,235,000 | 775 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,620,000 | 220 |
| 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 | $601,000 | 286 |
| Number of Managed Accounts | $593,000 | 229 |
| Number of Non-Managed Accounts | $8,000 | 384 |
| Total fiduciary and related assets | $430,547,000 | 261 |
| Managed Assets ($) | $425,394,000 | 204 |
| Non-managed Assets ($) | $5,153,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,981,000 | 220 |
| 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 | $601,000 | 292 |
| Number of Managed Accounts | $593,000 | 231 |
| Number of Non-Managed Accounts | $8,000 | 391 |
| Total fiduciary and related assets | $464,527,000 | 257 |
| Managed Assets ($) | $459,486,000 | 201 |
| Non-managed Assets ($) | $5,041,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,351,000 | 219 |
| 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 | $606,000 | 287 |
| Number of Managed Accounts | $598,000 | 230 |
| Number of Non-Managed Accounts | $8,000 | 398 |
| Total fiduciary and related assets | $472,729,000 | 257 |
| Managed Assets ($) | $467,662,000 | 201 |
| Non-managed Assets ($) | $5,067,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $715,000 | 212 |
| 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 | $605,000 | 344 |
| Number of Managed Accounts | $599,000 | 254 |
| Number of Non-Managed Accounts | $6,000 | 1,101 |
| Total fiduciary and related assets | $457,131,000 | 268 |
| Managed Assets ($) | $452,800,000 | 208 |
| Non-managed Assets ($) | $4,331,000 | 846 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 234 |
| 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 | $603,000 | 303 |
| Number of Managed Accounts | $594,000 | 243 |
| Number of Non-Managed Accounts | $9,000 | 401 |
| Total fiduciary and related assets | $444,389,000 | 272 |
| Managed Assets ($) | $439,947,000 | 210 |
| Non-managed Assets ($) | $4,442,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 242 |
| 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 | $603,000 | 306 |
| Number of Managed Accounts | $592,000 | 244 |
| Number of Non-Managed Accounts | $11,000 | 400 |
| Total fiduciary and related assets | $433,091,000 | 275 |
| Managed Assets ($) | $428,506,000 | 212 |
| Non-managed Assets ($) | $4,585,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000 | 242 |
| 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 | $607,000 | 311 |
| Number of Managed Accounts | $596,000 | 247 |
| Number of Non-Managed Accounts | $11,000 | 412 |
| Total fiduciary and related assets | $427,295,000 | 279 |
| Managed Assets ($) | $422,945,000 | 209 |
| Non-managed Assets ($) | $4,350,000 | 419 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 246 |
| 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 | $596,000 | 366 |
| Number of Managed Accounts | $585,000 | 274 |
| Number of Non-Managed Accounts | $11,000 | 999 |
| Total fiduciary and related assets | $423,781,000 | 285 |
| Managed Assets ($) | $419,418,000 | 213 |
| Non-managed Assets ($) | $4,363,000 | 835 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,510,000 | 246 |
| 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 | $596,000 | 345 |
| Number of Managed Accounts | $589,000 | 257 |
| Number of Non-Managed Accounts | $7,000 | 1,047 |
| Total fiduciary and related assets | $416,071,000 | 276 |
| Managed Assets ($) | $414,702,000 | 213 |
| Non-managed Assets ($) | $1,369,000 | 1,007 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,307,000 | 272 |
| 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 | $1,886,000 | 295 |
| 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 | $1,689,000 | 352 |
| 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 | $1,514,000 | 373 |
| 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 | $1,249,000 | 413 |
| 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 | $1,102,000 | 480 |
| 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 | $996,000 | 535 |
| 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 | $469,000 | 789 |
| 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 | $464,000 | 789 |