Home > American Trust & Savings Bank > Fiduciary and Related Services
American Trust & Savings Bank, Fiduciary and Related Services
| 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 | $2,794,000 | 92 |
| Number of Managed Accounts | $2,491,000 | 84 |
| Number of Non-Managed Accounts | $303,000 | 113 |
| Total fiduciary and related assets | $2,578,290,000 | 118 |
| Managed Assets ($) | $2,144,813,000 | 105 |
| Non-managed Assets ($) | $433,477,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,733,000 | 113 |
| 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 | $2,717,000 | 97 |
| Number of Managed Accounts | $2,399,000 | 85 |
| Number of Non-Managed Accounts | $318,000 | 125 |
| Total fiduciary and related assets | $2,498,298,000 | 113 |
| Managed Assets ($) | $2,063,419,000 | 100 |
| Non-managed Assets ($) | $434,879,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,498,000 | 109 |
| 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 | $2,772,000 | 91 |
| Number of Managed Accounts | $2,446,000 | 84 |
| Number of Non-Managed Accounts | $326,000 | 110 |
| Total fiduciary and related assets | $2,814,105,000 | 111 |
| Managed Assets ($) | $2,347,063,000 | 96 |
| Non-managed Assets ($) | $467,042,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,725,000 | 107 |
| 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 | $2,779,000 | 89 |
| Number of Managed Accounts | $2,435,000 | 83 |
| Number of Non-Managed Accounts | $344,000 | 104 |
| Total fiduciary and related assets | $2,695,103,000 | 113 |
| Managed Assets ($) | $2,226,556,000 | 97 |
| Non-managed Assets ($) | $468,547,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,798,000 | 105 |
| 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 | $2,761,000 | 93 |
| Number of Managed Accounts | $2,409,000 | 82 |
| Number of Non-Managed Accounts | $352,000 | 103 |
| Total fiduciary and related assets | $2,778,065,000 | 112 |
| Managed Assets ($) | $2,292,912,000 | 95 |
| Non-managed Assets ($) | $485,153,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,910,000 | 108 |
| 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 | $2,715,000 | 96 |
| Number of Managed Accounts | $2,362,000 | 84 |
| Number of Non-Managed Accounts | $353,000 | 115 |
| Total fiduciary and related assets | $2,773,590,000 | 111 |
| Managed Assets ($) | $2,279,339,000 | 96 |
| Non-managed Assets ($) | $494,251,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,259,000 | 104 |
| 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 | $2,678,000 | 95 |
| Number of Managed Accounts | $2,328,000 | 86 |
| Number of Non-Managed Accounts | $350,000 | 102 |
| Total fiduciary and related assets | $2,811,813,000 | 110 |
| Managed Assets ($) | $2,309,500,000 | 90 |
| Non-managed Assets ($) | $502,313,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,135,000 | 105 |
| 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 | $2,620,000 | 94 |
| Number of Managed Accounts | $2,265,000 | 86 |
| Number of Non-Managed Accounts | $355,000 | 99 |
| Total fiduciary and related assets | $2,722,370,000 | 107 |
| Managed Assets ($) | $2,220,407,000 | 91 |
| Non-managed Assets ($) | $501,963,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,292,000 | 105 |
| 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 | $2,600,000 | 93 |
| Number of Managed Accounts | $2,239,000 | 85 |
| Number of Non-Managed Accounts | $361,000 | 100 |
| Total fiduciary and related assets | $2,672,813,000 | 108 |
| Managed Assets ($) | $2,191,346,000 | 91 |
| Non-managed Assets ($) | $481,467,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,650,000 | 106 |
| 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 | $2,589,000 | 96 |
| Number of Managed Accounts | $2,220,000 | 85 |
| Number of Non-Managed Accounts | $369,000 | 118 |
| Total fiduciary and related assets | $2,558,108,000 | 109 |
| Managed Assets ($) | $2,072,648,000 | 93 |
| Non-managed Assets ($) | $485,460,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,854,000 | 106 |
| 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 | $2,592,000 | 93 |
| Number of Managed Accounts | $2,215,000 | 81 |
| Number of Non-Managed Accounts | $377,000 | 104 |
| Total fiduciary and related assets | $2,474,757,000 | 109 |
| Managed Assets ($) | $1,941,582,000 | 99 |
| Non-managed Assets ($) | $533,175,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,986,000 | 102 |
| 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 | $2,628,000 | 93 |
| Number of Managed Accounts | $2,249,000 | 83 |
| Number of Non-Managed Accounts | $379,000 | 105 |
| Total fiduciary and related assets | $2,430,916,000 | 109 |
| Managed Assets ($) | $1,890,349,000 | 100 |
| Non-managed Assets ($) | $540,567,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,628,000 | 100 |
| 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 | $2,896,000 | 83 |
| Number of Managed Accounts | $2,265,000 | 83 |
| Number of Non-Managed Accounts | $631,000 | 78 |
| Total fiduciary and related assets | $2,413,770,000 | 110 |
| Managed Assets ($) | $1,878,237,000 | 99 |
| Non-managed Assets ($) | $535,533,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,815,000 | 100 |
| 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 | $2,583,000 | 96 |
| Number of Managed Accounts | $2,279,000 | 77 |
| Number of Non-Managed Accounts | $304,000 | 130 |
| Total fiduciary and related assets | $2,162,890,000 | 115 |
| Managed Assets ($) | $1,855,800,000 | 98 |
| Non-managed Assets ($) | $307,090,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,468,000 | 102 |
| 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 | $2,934,000 | 83 |
| Number of Managed Accounts | $2,269,000 | 79 |
| Number of Non-Managed Accounts | $665,000 | 77 |
| Total fiduciary and related assets | $2,299,299,000 | 113 |
| Managed Assets ($) | $1,809,940,000 | 96 |
| Non-managed Assets ($) | $489,359,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,513,000 | 100 |
| 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 | $2,877,000 | 87 |
| Number of Managed Accounts | $2,245,000 | 81 |
| Number of Non-Managed Accounts | $632,000 | 78 |
| Total fiduciary and related assets | $2,432,867,000 | 112 |
| Managed Assets ($) | $1,906,266,000 | 96 |
| Non-managed Assets ($) | $526,601,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,775,000 | 98 |
| 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 | $2,895,000 | 88 |
| Number of Managed Accounts | $2,205,000 | 80 |
| Number of Non-Managed Accounts | $690,000 | 77 |
| Total fiduciary and related assets | $2,405,884,000 | 111 |
| Managed Assets ($) | $1,879,092,000 | 96 |
| Non-managed Assets ($) | $526,792,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,038,000 | 95 |
| 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 | $2,843,000 | 91 |
| Number of Managed Accounts | $2,175,000 | 82 |
| Number of Non-Managed Accounts | $668,000 | 86 |
| Total fiduciary and related assets | $2,363,943,000 | 111 |
| Managed Assets ($) | $1,838,926,000 | 96 |
| Non-managed Assets ($) | $525,017,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,598,000 | 97 |
| 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 | $2,480,000 | 95 |
| Number of Managed Accounts | $2,133,000 | 83 |
| Number of Non-Managed Accounts | $347,000 | 110 |
| Total fiduciary and related assets | $2,323,659,000 | 110 |
| Managed Assets ($) | $1,788,878,000 | 96 |
| Non-managed Assets ($) | $534,781,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,850,000 | 98 |
| 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 | $2,495,000 | 92 |
| Number of Managed Accounts | $2,143,000 | 81 |
| Number of Non-Managed Accounts | $352,000 | 108 |
| Total fiduciary and related assets | $2,342,413,000 | 108 |
| Managed Assets ($) | $1,798,841,000 | 95 |
| Non-managed Assets ($) | $543,572,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,100,000 | 98 |
| 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 | $2,472,000 | 94 |
| Number of Managed Accounts | $2,122,000 | 84 |
| Number of Non-Managed Accounts | $350,000 | 112 |
| Total fiduciary and related assets | $2,012,989,000 | 120 |
| Managed Assets ($) | $1,716,108,000 | 98 |
| Non-managed Assets ($) | $296,881,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,450,000 | 101 |
| 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 | $2,468,000 | 97 |
| Number of Managed Accounts | $2,097,000 | 84 |
| Number of Non-Managed Accounts | $371,000 | 127 |
| Total fiduciary and related assets | $1,985,031,000 | 121 |
| Managed Assets ($) | $1,685,061,000 | 98 |
| Non-managed Assets ($) | $299,970,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,452,000 | 105 |
| 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 | $2,429,000 | 95 |
| Number of Managed Accounts | $2,052,000 | 85 |
| Number of Non-Managed Accounts | $377,000 | 108 |
| Total fiduciary and related assets | $1,864,855,000 | 120 |
| Managed Assets ($) | $1,589,723,000 | 99 |
| Non-managed Assets ($) | $275,132,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,981,000 | 106 |
| 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 | $2,432,000 | 95 |
| Number of Managed Accounts | $2,050,000 | 83 |
| Number of Non-Managed Accounts | $382,000 | 107 |
| Total fiduciary and related assets | $1,778,024,000 | 123 |
| Managed Assets ($) | $1,517,994,000 | 99 |
| Non-managed Assets ($) | $260,030,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,988,000 | 105 |
| 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 | $2,403,000 | 96 |
| Number of Managed Accounts | $2,024,000 | 81 |
| Number of Non-Managed Accounts | $379,000 | 109 |
| Total fiduciary and related assets | $1,769,838,000 | 125 |
| Managed Assets ($) | $1,513,150,000 | 100 |
| Non-managed Assets ($) | $256,688,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,994,000 | 105 |
| 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 | $2,281,000 | 101 |
| Number of Managed Accounts | $1,913,000 | 83 |
| Number of Non-Managed Accounts | $368,000 | 135 |
| Total fiduciary and related assets | $1,636,736,000 | 129 |
| Managed Assets ($) | $1,400,023,000 | 102 |
| Non-managed Assets ($) | $236,713,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,277,000 | 108 |
| 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 | $2,233,000 | 100 |
| Number of Managed Accounts | $1,885,000 | 83 |
| Number of Non-Managed Accounts | $348,000 | 114 |
| Total fiduciary and related assets | $1,592,508,000 | 127 |
| Managed Assets ($) | $1,365,217,000 | 103 |
| Non-managed Assets ($) | $227,291,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,694,000 | 108 |
| 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 | $2,211,000 | 99 |
| Number of Managed Accounts | $1,862,000 | 85 |
| Number of Non-Managed Accounts | $349,000 | 115 |
| Total fiduciary and related assets | $1,542,164,000 | 128 |
| Managed Assets ($) | $1,288,047,000 | 104 |
| Non-managed Assets ($) | $254,117,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,388,000 | 103 |
| 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 | $2,186,000 | 98 |
| Number of Managed Accounts | $1,847,000 | 84 |
| Number of Non-Managed Accounts | $339,000 | 117 |
| Total fiduciary and related assets | $1,526,289,000 | 130 |
| Managed Assets ($) | $1,282,253,000 | 106 |
| Non-managed Assets ($) | $244,036,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 104 |
| 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 | $2,167,000 | 101 |
| Number of Managed Accounts | $1,835,000 | 84 |
| Number of Non-Managed Accounts | $332,000 | 147 |
| Total fiduciary and related assets | $1,406,529,000 | 129 |
| Managed Assets ($) | $1,173,000,000 | 110 |
| Non-managed Assets ($) | $233,529,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,077,000 | 102 |
| 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 | $2,152,000 | 97 |
| Number of Managed Accounts | $1,831,000 | 85 |
| Number of Non-Managed Accounts | $321,000 | 120 |
| Total fiduciary and related assets | $1,332,214,000 | 131 |
| Managed Assets ($) | $1,109,262,000 | 111 |
| Non-managed Assets ($) | $222,952,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,956,000 | 101 |
| 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 | $2,109,000 | 102 |
| Number of Managed Accounts | $1,814,000 | 90 |
| Number of Non-Managed Accounts | $295,000 | 126 |
| Total fiduciary and related assets | $1,449,688,000 | 131 |
| Managed Assets ($) | $1,224,847,000 | 112 |
| Non-managed Assets ($) | $224,841,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,637,000 | 101 |
| 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 | $2,055,000 | 100 |
| Number of Managed Accounts | $1,776,000 | 87 |
| Number of Non-Managed Accounts | $279,000 | 131 |
| Total fiduciary and related assets | $1,459,311,000 | 130 |
| Managed Assets ($) | $1,240,491,000 | 107 |
| Non-managed Assets ($) | $218,820,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,319,000 | 99 |
| 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 | $2,045,000 | 105 |
| Number of Managed Accounts | $1,754,000 | 86 |
| Number of Non-Managed Accounts | $291,000 | 166 |
| Total fiduciary and related assets | $1,423,680,000 | 136 |
| Managed Assets ($) | $1,194,902,000 | 108 |
| Non-managed Assets ($) | $228,778,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,066,000 | 104 |
| 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 | $1,978,000 | 100 |
| Number of Managed Accounts | $1,710,000 | 87 |
| Number of Non-Managed Accounts | $268,000 | 139 |
| Total fiduciary and related assets | $1,303,297,000 | 137 |
| Managed Assets ($) | $1,098,556,000 | 108 |
| Non-managed Assets ($) | $204,741,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,050,000 | 102 |
| 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 | $2,070,000 | 100 |
| Number of Managed Accounts | $1,699,000 | 86 |
| Number of Non-Managed Accounts | $371,000 | 120 |
| Total fiduciary and related assets | $1,219,915,000 | 137 |
| Managed Assets ($) | $989,790,000 | 112 |
| Non-managed Assets ($) | $230,125,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,400,000 | 99 |
| 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 | $1,998,000 | 104 |
| Number of Managed Accounts | $1,644,000 | 89 |
| Number of Non-Managed Accounts | $354,000 | 124 |
| Total fiduciary and related assets | $1,199,033,000 | 142 |
| Managed Assets ($) | $1,040,188,000 | 109 |
| Non-managed Assets ($) | $158,845,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 100 |
| 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 | $1,892,000 | 119 |
| Number of Managed Accounts | $1,591,000 | 96 |
| Number of Non-Managed Accounts | $301,000 | 178 |
| Total fiduciary and related assets | $1,104,617,000 | 147 |
| Managed Assets ($) | $993,314,000 | 114 |
| Non-managed Assets ($) | $111,303,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,171,000 | 109 |
| 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 | $1,263,000 | 163 |
| Number of Managed Accounts | $973,000 | 151 |
| Number of Non-Managed Accounts | $290,000 | 134 |
| Total fiduciary and related assets | $1,056,116,000 | 150 |
| Managed Assets ($) | $932,934,000 | 117 |
| Non-managed Assets ($) | $123,182,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 109 |
| 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 | $1,270,000 | 164 |
| Number of Managed Accounts | $976,000 | 155 |
| Number of Non-Managed Accounts | $294,000 | 136 |
| Total fiduciary and related assets | $955,079,000 | 160 |
| Managed Assets ($) | $841,123,000 | 120 |
| Non-managed Assets ($) | $113,956,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,714,000 | 106 |
| 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 | $1,294,000 | 159 |
| Number of Managed Accounts | $1,004,000 | 155 |
| Number of Non-Managed Accounts | $290,000 | 136 |
| Total fiduciary and related assets | $894,745,000 | 159 |
| Managed Assets ($) | $782,706,000 | 125 |
| Non-managed Assets ($) | $112,039,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,857,000 | 105 |
| 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 | $1,303,000 | 173 |
| Number of Managed Accounts | $1,019,000 | 158 |
| Number of Non-Managed Accounts | $284,000 | 187 |
| Total fiduciary and related assets | $933,496,000 | 163 |
| Managed Assets ($) | $813,231,000 | 125 |
| Non-managed Assets ($) | $120,265,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,257,000 | 121 |
| 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 | $1,024,000 | 153 |
| Number of Non-Managed Accounts | $284,000 | 141 |
| Total fiduciary and related assets | $1,046,672,000 | 160 |
| Managed Assets ($) | $911,318,000 | 124 |
| Non-managed Assets ($) | $135,354,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,595,000 | 123 |
| 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 | $1,302,000 | 163 |
| Number of Managed Accounts | $1,016,000 | 156 |
| Number of Non-Managed Accounts | $286,000 | 147 |
| Total fiduciary and related assets | $1,098,922,000 | 164 |
| Managed Assets ($) | $953,611,000 | 128 |
| Non-managed Assets ($) | $145,311,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,730,000 | 124 |
| 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 | $1,319,000 | 166 |
| Number of Managed Accounts | $1,054,000 | 154 |
| Number of Non-Managed Accounts | $265,000 | 151 |
| Total fiduciary and related assets | $1,155,962,000 | 167 |
| Managed Assets ($) | $1,005,785,000 | 127 |
| Non-managed Assets ($) | $150,177,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,865,000 | 123 |
| 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 | $1,365,000 | 170 |
| Number of Managed Accounts | $1,098,000 | 143 |
| Number of Non-Managed Accounts | $267,000 | 203 |
| Total fiduciary and related assets | $1,211,683,000 | 166 |
| Managed Assets ($) | $1,050,829,000 | 125 |
| Non-managed Assets ($) | $160,854,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,289,000 | 137 |
| 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 | $1,342,000 | 159 |
| Number of Managed Accounts | $1,104,000 | 142 |
| Number of Non-Managed Accounts | $238,000 | 148 |
| Total fiduciary and related assets | $1,159,371,000 | 163 |
| Managed Assets ($) | $992,990,000 | 133 |
| Non-managed Assets ($) | $166,381,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,496,000 | 139 |
| 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 | $1,266,000 | 169 |
| Number of Managed Accounts | $1,040,000 | 153 |
| Number of Non-Managed Accounts | $226,000 | 158 |
| Total fiduciary and related assets | $1,100,824,000 | 178 |
| Managed Assets ($) | $918,923,000 | 143 |
| Non-managed Assets ($) | $181,901,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,964,000 | 146 |
| 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 | $1,239,000 | 172 |
| Number of Managed Accounts | $1,043,000 | 147 |
| Number of Non-Managed Accounts | $196,000 | 170 |
| Total fiduciary and related assets | $1,020,629,000 | 182 |
| Managed Assets ($) | $851,116,000 | 145 |
| Non-managed Assets ($) | $169,513,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,482,000 | 146 |
| 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 | $1,433,000 | 161 |
| Number of Managed Accounts | $1,206,000 | 134 |
| Number of Non-Managed Accounts | $227,000 | 215 |
| Total fiduciary and related assets | $985,285,000 | 184 |
| Managed Assets ($) | $842,255,000 | 146 |
| Non-managed Assets ($) | $143,030,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,289,000 | 149 |
| 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 | $1,405,000 | 157 |
| Number of Managed Accounts | $1,187,000 | 139 |
| Number of Non-Managed Accounts | $218,000 | 170 |
| Total fiduciary and related assets | $954,939,000 | 189 |
| Managed Assets ($) | $811,068,000 | 154 |
| Non-managed Assets ($) | $143,871,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,844,000 | 158 |
| 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 | $1,442,000 | 154 |
| Number of Managed Accounts | $1,205,000 | 140 |
| Number of Non-Managed Accounts | $237,000 | 168 |
| Total fiduciary and related assets | $926,855,000 | 195 |
| Managed Assets ($) | $784,748,000 | 160 |
| Non-managed Assets ($) | $142,107,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,563,000 | 165 |
| 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 | $1,455,000 | 153 |
| Number of Managed Accounts | $1,206,000 | 142 |
| Number of Non-Managed Accounts | $249,000 | 168 |
| Total fiduciary and related assets | $928,135,000 | 196 |
| Managed Assets ($) | $771,611,000 | 161 |
| Non-managed Assets ($) | $156,524,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 162 |
| 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 | $1,416,000 | 163 |
| Number of Managed Accounts | $1,154,000 | 149 |
| Number of Non-Managed Accounts | $262,000 | 211 |
| Total fiduciary and related assets | $910,713,000 | 198 |
| Managed Assets ($) | $709,200,000 | 168 |
| Non-managed Assets ($) | $201,513,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,614,000 | 170 |
| 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 | $1,395,000 | 152 |
| Number of Managed Accounts | $1,133,000 | 142 |
| Number of Non-Managed Accounts | $262,000 | 160 |
| Total fiduciary and related assets | $885,213,000 | 197 |
| Managed Assets ($) | $693,599,000 | 167 |
| Non-managed Assets ($) | $191,614,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,480,000 | 165 |
| 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 | $1,411,000 | 152 |
| Number of Managed Accounts | $1,154,000 | 141 |
| Number of Non-Managed Accounts | $257,000 | 161 |
| Total fiduciary and related assets | $858,554,000 | 196 |
| Managed Assets ($) | $682,608,000 | 169 |
| Non-managed Assets ($) | $175,946,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 164 |
| 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 | $1,412,000 | 155 |
| Number of Managed Accounts | $1,161,000 | 142 |
| Number of Non-Managed Accounts | $251,000 | 163 |
| Total fiduciary and related assets | $843,565,000 | 199 |
| Managed Assets ($) | $672,319,000 | 171 |
| Non-managed Assets ($) | $171,246,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 168 |
| 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 | $1,379,000 | 170 |
| Number of Managed Accounts | $1,134,000 | 146 |
| Number of Non-Managed Accounts | $245,000 | 222 |
| Total fiduciary and related assets | $831,509,000 | 200 |
| Managed Assets ($) | $662,411,000 | 171 |
| Non-managed Assets ($) | $169,098,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,210,000 | 170 |
| 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 | $1,415,000 | 158 |
| Number of Managed Accounts | $1,174,000 | 139 |
| Number of Non-Managed Accounts | $241,000 | 166 |
| Total fiduciary and related assets | $795,501,000 | 196 |
| Managed Assets ($) | $632,148,000 | 168 |
| Non-managed Assets ($) | $163,353,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,113,000 | 168 |
| 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 | $1,472,000 | 155 |
| Number of Managed Accounts | $1,222,000 | 134 |
| Number of Non-Managed Accounts | $250,000 | 169 |
| Total fiduciary and related assets | $811,921,000 | 196 |
| Managed Assets ($) | $650,467,000 | 166 |
| Non-managed Assets ($) | $161,454,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 174 |
| 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 | $1,454,000 | 155 |
| Number of Managed Accounts | $1,209,000 | 138 |
| Number of Non-Managed Accounts | $245,000 | 173 |
| Total fiduciary and related assets | $796,351,000 | 196 |
| Managed Assets ($) | $637,953,000 | 169 |
| Non-managed Assets ($) | $158,398,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,037,000 | 171 |
| 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 | $1,435,000 | 168 |
| Number of Managed Accounts | $1,194,000 | 145 |
| Number of Non-Managed Accounts | $241,000 | 249 |
| Total fiduciary and related assets | $788,215,000 | 204 |
| Managed Assets ($) | $635,327,000 | 173 |
| Non-managed Assets ($) | $152,888,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,617,000 | 184 |
| 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 | $1,453,000 | 161 |
| Number of Managed Accounts | $1,208,000 | 145 |
| Number of Non-Managed Accounts | $245,000 | 187 |
| Total fiduciary and related assets | $724,801,000 | 218 |
| Managed Assets ($) | $597,185,000 | 182 |
| Non-managed Assets ($) | $127,616,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,629,000 | 193 |
| 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 | $1,441,000 | 164 |
| Number of Managed Accounts | $1,205,000 | 143 |
| Number of Non-Managed Accounts | $236,000 | 197 |
| Total fiduciary and related assets | $691,632,000 | 233 |
| Managed Assets ($) | $570,334,000 | 188 |
| Non-managed Assets ($) | $121,298,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,723,000 | 203 |
| 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 | $1,431,000 | 168 |
| Number of Managed Accounts | $1,204,000 | 148 |
| Number of Non-Managed Accounts | $227,000 | 208 |
| Total fiduciary and related assets | $643,204,000 | 236 |
| Managed Assets ($) | $529,137,000 | 187 |
| Non-managed Assets ($) | $114,067,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $876,000 | 201 |
| 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 | $1,466,000 | 175 |
| Number of Managed Accounts | $1,226,000 | 151 |
| Number of Non-Managed Accounts | $240,000 | 263 |
| Total fiduciary and related assets | $635,627,000 | 239 |
| Managed Assets ($) | $527,783,000 | 193 |
| Non-managed Assets ($) | $107,844,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,370,000 | 212 |
| 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 | $1,492,000 | 154 |
| Number of Managed Accounts | $916,000 | 178 |
| Number of Non-Managed Accounts | $576,000 | 134 |
| Total fiduciary and related assets | $667,248,000 | 213 |
| Managed Assets ($) | $408,644,000 | 215 |
| Non-managed Assets ($) | $258,604,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,493,000 | 213 |
| 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 | $3,505,000 | 208 |
| 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 | $3,232,000 | 254 |
| 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 | $2,852,000 | 261 |
| 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 | $2,490,000 | 295 |
| 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 | $2,139,000 | 350 |
| 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 | $1,949,000 | 376 |
| 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 | $1,770,000 | 391 |
| 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 | $1,632,000 | 425 |
| 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 | $1,473,000 | 445 |