Home > Bank of Belton > Fiduciary and Related Services
Bank of Belton, Fiduciary and Related Services
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,961 |
| Fiduciary power exercised | $0 | 1,460 |
| Fiduciary or related activity | $0 | 1,383 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,182 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,977 |
| Fiduciary power exercised | $0 | 1,465 |
| Fiduciary or related activity | $0 | 1,386 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,141 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,992 |
| Fiduciary power exercised | $0 | 1,475 |
| Fiduciary or related activity | $0 | 1,398 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,388 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $0 | 1,383 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,299 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,006 |
| Fiduciary power exercised | $0 | 1,490 |
| Fiduciary or related activity | $0 | 1,408 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,238 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,016 |
| Fiduciary power exercised | $0 | 1,497 |
| Fiduciary or related activity | $0 | 1,413 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,226 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,028 |
| Fiduciary power exercised | $0 | 1,507 |
| Fiduciary or related activity | $0 | 1,423 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,171 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,036 |
| Fiduciary power exercised | $0 | 1,510 |
| Fiduciary or related activity | $0 | 1,426 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,418 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $0 | 1,414 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 573 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,064 |
| Fiduciary power exercised | $0 | 1,540 |
| Fiduciary or related activity | $0 | 1,460 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 517 |
| 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 | $290,000 | 345 |
| Number of Managed Accounts | $130,000 | 347 |
| Number of Non-Managed Accounts | $160,000 | 165 |
| Total fiduciary and related assets | $258,263,000 | 345 |
| Managed Assets ($) | $25,527,000 | 356 |
| Non-managed Assets ($) | $232,736,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $482,000 | 459 |
| 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 | $289,000 | 345 |
| Number of Managed Accounts | $132,000 | 343 |
| Number of Non-Managed Accounts | $157,000 | 166 |
| Total fiduciary and related assets | $257,687,000 | 346 |
| Managed Assets ($) | $26,586,000 | 357 |
| Non-managed Assets ($) | $231,101,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 446 |
| 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 | $291,000 | 488 |
| Number of Managed Accounts | $121,000 | 605 |
| Number of Non-Managed Accounts | $170,000 | 230 |
| Total fiduciary and related assets | $248,895,000 | 353 |
| Managed Assets ($) | $22,313,000 | 786 |
| Non-managed Assets ($) | $226,582,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,039,000 | 391 |
| 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 | $296,000 | 345 |
| Number of Managed Accounts | $124,000 | 348 |
| Number of Non-Managed Accounts | $172,000 | 165 |
| Total fiduciary and related assets | $140,756,000 | 362 |
| Managed Assets ($) | $20,883,000 | 365 |
| Non-managed Assets ($) | $119,873,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $797,000 | 383 |
| 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 | $295,000 | 352 |
| Number of Managed Accounts | $119,000 | 355 |
| Number of Non-Managed Accounts | $176,000 | 168 |
| Total fiduciary and related assets | $134,987,000 | 369 |
| Managed Assets ($) | $19,682,000 | 375 |
| Non-managed Assets ($) | $115,305,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $546,000 | 385 |
| 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 | $354,000 | 341 |
| Number of Managed Accounts | $120,000 | 359 |
| Number of Non-Managed Accounts | $234,000 | 146 |
| Total fiduciary and related assets | $136,119,000 | 374 |
| Managed Assets ($) | $21,412,000 | 379 |
| Non-managed Assets ($) | $114,707,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 348 |
| 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 | $298,000 | 498 |
| Number of Managed Accounts | $100,000 | 677 |
| Number of Non-Managed Accounts | $198,000 | 221 |
| Total fiduciary and related assets | $118,922,000 | 525 |
| Managed Assets ($) | $19,308,000 | 849 |
| Non-managed Assets ($) | $99,614,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 395 |
| 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 | $382,000 | 324 |
| Number of Managed Accounts | $106,000 | 346 |
| Number of Non-Managed Accounts | $276,000 | 136 |
| Total fiduciary and related assets | $128,712,000 | 365 |
| Managed Assets ($) | $21,536,000 | 366 |
| Non-managed Assets ($) | $107,176,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 397 |
| 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 | $187,000 | 361 |
| Number of Managed Accounts | $66,000 | 358 |
| Number of Non-Managed Accounts | $121,000 | 199 |
| Total fiduciary and related assets | $134,739,000 | 366 |
| Managed Assets ($) | $22,369,000 | 365 |
| Non-managed Assets ($) | $112,370,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $511,000 | 396 |
| 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 | $194,000 | 368 |
| Number of Managed Accounts | $65,000 | 363 |
| Number of Non-Managed Accounts | $129,000 | 194 |
| Total fiduciary and related assets | $132,766,000 | 373 |
| Managed Assets ($) | $21,872,000 | 371 |
| Non-managed Assets ($) | $110,894,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $280,000 | 374 |
| 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 | $199,000 | 643 |
| Number of Managed Accounts | $99,000 | 687 |
| Number of Non-Managed Accounts | $100,000 | 347 |
| Total fiduciary and related assets | $133,437,000 | 497 |
| Managed Assets ($) | $27,819,000 | 762 |
| Non-managed Assets ($) | $105,618,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $967,000 | 392 |
| 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 | $190,000 | 359 |
| Number of Managed Accounts | $82,000 | 346 |
| Number of Non-Managed Accounts | $108,000 | 206 |
| Total fiduciary and related assets | $137,800,000 | 357 |
| Managed Assets ($) | $25,564,000 | 356 |
| Non-managed Assets ($) | $112,236,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $696,000 | 400 |
| 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 | $184,000 | 368 |
| Number of Managed Accounts | $81,000 | 357 |
| Number of Non-Managed Accounts | $103,000 | 215 |
| Total fiduciary and related assets | $129,197,000 | 363 |
| Managed Assets ($) | $24,238,000 | 365 |
| Non-managed Assets ($) | $104,959,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $462,000 | 406 |
| 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 | $187,000 | 367 |
| Number of Managed Accounts | $78,000 | 357 |
| Number of Non-Managed Accounts | $109,000 | 207 |
| Total fiduciary and related assets | $128,560,000 | 365 |
| Managed Assets ($) | $23,005,000 | 365 |
| Non-managed Assets ($) | $105,555,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $242,000 | 391 |
| 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 | $177,000 | 689 |
| Number of Managed Accounts | $48,000 | 896 |
| Number of Non-Managed Accounts | $129,000 | 299 |
| Total fiduciary and related assets | $102,462,000 | 545 |
| Managed Assets ($) | $18,205,000 | 865 |
| Non-managed Assets ($) | $84,257,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 408 |
| 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 | $161,000 | 394 |
| Number of Managed Accounts | $47,000 | 396 |
| Number of Non-Managed Accounts | $114,000 | 211 |
| Total fiduciary and related assets | $88,895,000 | 396 |
| Managed Assets ($) | $19,459,000 | 398 |
| Non-managed Assets ($) | $69,436,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 416 |
| 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 | $151,000 | 401 |
| Number of Managed Accounts | $47,000 | 402 |
| Number of Non-Managed Accounts | $104,000 | 221 |
| Total fiduciary and related assets | $89,053,000 | 404 |
| Managed Assets ($) | $20,440,000 | 403 |
| Non-managed Assets ($) | $68,613,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $514,000 | 416 |
| 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 | $152,000 | 404 |
| Number of Managed Accounts | $47,000 | 405 |
| Number of Non-Managed Accounts | $105,000 | 221 |
| Total fiduciary and related assets | $84,212,000 | 414 |
| Managed Assets ($) | $21,636,000 | 410 |
| Non-managed Assets ($) | $62,576,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $288,000 | 391 |
| 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 | $154,000 | 745 |
| Number of Managed Accounts | $49,000 | 905 |
| Number of Non-Managed Accounts | $105,000 | 347 |
| Total fiduciary and related assets | $85,658,000 | 650 |
| Managed Assets ($) | $22,652,000 | 869 |
| Non-managed Assets ($) | $63,006,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $851,000 | 464 |
| 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 | $128,000 | 391 |
| Number of Managed Accounts | $49,000 | 384 |
| Number of Non-Managed Accounts | $79,000 | 234 |
| Total fiduciary and related assets | $81,814,000 | 400 |
| Managed Assets ($) | $23,088,000 | 395 |
| Non-managed Assets ($) | $58,726,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 462 |
| 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 | $131,000 | 399 |
| Number of Managed Accounts | $49,000 | 389 |
| Number of Non-Managed Accounts | $82,000 | 241 |
| Total fiduciary and related assets | $82,442,000 | 405 |
| Managed Assets ($) | $23,390,000 | 399 |
| Non-managed Assets ($) | $59,052,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $409,000 | 478 |
| 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 | $128,000 | 402 |
| Number of Managed Accounts | $49,000 | 394 |
| Number of Non-Managed Accounts | $79,000 | 248 |
| Total fiduciary and related assets | $81,458,000 | 409 |
| Managed Assets ($) | $21,215,000 | 401 |
| Non-managed Assets ($) | $60,243,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $220,000 | 459 |
| 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 | $127,000 | 811 |
| Number of Managed Accounts | $47,000 | 926 |
| Number of Non-Managed Accounts | $80,000 | 417 |
| Total fiduciary and related assets | $79,284,000 | 671 |
| Managed Assets ($) | $19,511,000 | 891 |
| Non-managed Assets ($) | $59,773,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 503 |
| 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 | $126,000 | 386 |
| Number of Managed Accounts | $47,000 | 378 |
| Number of Non-Managed Accounts | $79,000 | 248 |
| Total fiduciary and related assets | $59,326,000 | 395 |
| Managed Assets ($) | $20,878,000 | 380 |
| Non-managed Assets ($) | $38,448,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 517 |
| 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 | $138,000 | 391 |
| Number of Managed Accounts | $44,000 | 386 |
| Number of Non-Managed Accounts | $94,000 | 241 |
| Total fiduciary and related assets | $54,517,000 | 403 |
| Managed Assets ($) | $18,895,000 | 387 |
| Non-managed Assets ($) | $35,622,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 511 |
| 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 | $134,000 | 399 |
| Number of Managed Accounts | $45,000 | 400 |
| Number of Non-Managed Accounts | $89,000 | 251 |
| Total fiduciary and related assets | $53,951,000 | 410 |
| Managed Assets ($) | $18,948,000 | 396 |
| Non-managed Assets ($) | $35,003,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $157,000 | 547 |
| 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 | $122,000 | 844 |
| Number of Managed Accounts | $45,000 | 972 |
| Number of Non-Managed Accounts | $77,000 | 460 |
| Total fiduciary and related assets | $51,956,000 | 784 |
| Managed Assets ($) | $19,841,000 | 903 |
| Non-managed Assets ($) | $32,115,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 541 |
| 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 | $150,000 | 384 |
| Number of Managed Accounts | $46,000 | 383 |
| Number of Non-Managed Accounts | $104,000 | 239 |
| Total fiduciary and related assets | $57,012,000 | 400 |
| Managed Assets ($) | $22,922,000 | 383 |
| Non-managed Assets ($) | $34,090,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,000 | 512 |
| 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 | $153,000 | 401 |
| Number of Managed Accounts | $47,000 | 400 |
| Number of Non-Managed Accounts | $106,000 | 241 |
| Total fiduciary and related assets | $57,665,000 | 418 |
| Managed Assets ($) | $24,246,000 | 399 |
| Non-managed Assets ($) | $33,419,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $299,000 | 538 |
| 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 | $156,000 | 403 |
| Number of Managed Accounts | $46,000 | 403 |
| Number of Non-Managed Accounts | $110,000 | 242 |
| Total fiduciary and related assets | $56,044,000 | 421 |
| Managed Assets ($) | $23,077,000 | 401 |
| Non-managed Assets ($) | $32,967,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $155,000 | 530 |
| 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 | $160,000 | 766 |
| Number of Managed Accounts | $46,000 | 962 |
| Number of Non-Managed Accounts | $114,000 | 379 |
| Total fiduciary and related assets | $57,964,000 | 744 |
| Managed Assets ($) | $22,798,000 | 871 |
| Non-managed Assets ($) | $35,166,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 525 |
| 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 | $166,000 | 388 |
| Number of Managed Accounts | $46,000 | 382 |
| Number of Non-Managed Accounts | $120,000 | 237 |
| Total fiduciary and related assets | $58,018,000 | 410 |
| Managed Assets ($) | $23,346,000 | 389 |
| Non-managed Assets ($) | $34,672,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 566 |
| 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 | $164,000 | 394 |
| Number of Managed Accounts | $43,000 | 391 |
| Number of Non-Managed Accounts | $121,000 | 248 |
| Total fiduciary and related assets | $59,479,000 | 410 |
| Managed Assets ($) | $22,902,000 | 392 |
| Non-managed Assets ($) | $36,577,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 568 |
| 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 | $182,000 | 395 |
| Number of Managed Accounts | $42,000 | 396 |
| Number of Non-Managed Accounts | $140,000 | 231 |
| Total fiduciary and related assets | $59,623,000 | 417 |
| Managed Assets ($) | $21,531,000 | 400 |
| Non-managed Assets ($) | $38,092,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,000 | 553 |
| 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 | $194,000 | 711 |
| Number of Managed Accounts | $40,000 | 1,029 |
| Number of Non-Managed Accounts | $154,000 | 328 |
| Total fiduciary and related assets | $57,787,000 | 734 |
| Managed Assets ($) | $20,974,000 | 890 |
| Non-managed Assets ($) | $36,813,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $470,000 | 584 |
| 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 | $192,000 | 402 |
| Number of Managed Accounts | $39,000 | 405 |
| Number of Non-Managed Accounts | $153,000 | 232 |
| Total fiduciary and related assets | $49,877,000 | 427 |
| Managed Assets ($) | $18,061,000 | 405 |
| Non-managed Assets ($) | $31,816,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 575 |
| 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 | $191,000 | 406 |
| Number of Managed Accounts | $40,000 | 409 |
| Number of Non-Managed Accounts | $151,000 | 244 |
| Total fiduciary and related assets | $51,044,000 | 423 |
| Managed Assets ($) | $18,562,000 | 409 |
| Non-managed Assets ($) | $32,482,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $239,000 | 589 |
| 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 | $195,000 | 419 |
| Number of Managed Accounts | $43,000 | 422 |
| Number of Non-Managed Accounts | $152,000 | 246 |
| Total fiduciary and related assets | $51,712,000 | 434 |
| Managed Assets ($) | $19,072,000 | 420 |
| Non-managed Assets ($) | $32,640,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $118,000 | 595 |
| 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 | $220,000 | 672 |
| Number of Managed Accounts | $44,000 | 1,040 |
| Number of Non-Managed Accounts | $176,000 | 314 |
| Total fiduciary and related assets | $55,793,000 | 736 |
| Managed Assets ($) | $19,725,000 | 928 |
| Non-managed Assets ($) | $36,068,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 586 |
| 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 | $447,000 | 416 |
| Number of Managed Accounts | $83,000 | 818 |
| Number of Non-Managed Accounts | $364,000 | 188 |
| Total fiduciary and related assets | $71,149,000 | 641 |
| Managed Assets ($) | $23,284,000 | 828 |
| Non-managed Assets ($) | $47,865,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $599,000 | 536 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |