Home > Bank of Texas. > Fiduciary and Related Services
Bank of Texas., Fiduciary and Related Services
| 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 | $956,000 | 224 |
| Number of Managed Accounts | $844,000 | 176 |
| Number of Non-Managed Accounts | $112,000 | 306 |
| Total fiduciary and related assets | $2,169,495,000 | 101 |
| Managed Assets ($) | $933,184,000 | 126 |
| Non-managed Assets ($) | $1,236,311,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,696,000 | 100 |
| 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 | $849,000 | 229 |
| Number of Managed Accounts | $790,000 | 179 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $2,060,255,000 | 105 |
| Managed Assets ($) | $918,701,000 | 128 |
| Non-managed Assets ($) | $1,141,554,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,378,000 | 99 |
| 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 | $920,000 | 215 |
| Number of Managed Accounts | $804,000 | 176 |
| Number of Non-Managed Accounts | $116,000 | 201 |
| Total fiduciary and related assets | $1,888,321,000 | 106 |
| Managed Assets ($) | $833,166,000 | 125 |
| Non-managed Assets ($) | $1,055,155,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,195,000 | 100 |
| 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 | $793,000 | 242 |
| Number of Managed Accounts | $747,000 | 185 |
| Number of Non-Managed Accounts | $46,000 | 278 |
| Total fiduciary and related assets | $2,029,875,000 | 106 |
| Managed Assets ($) | $870,404,000 | 126 |
| Non-managed Assets ($) | $1,159,471,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,065,000 | 104 |
| 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 | $739,000 | 204 |
| Number of Non-Managed Accounts | $51,000 | 524 |
| Total fiduciary and related assets | $1,989,873,000 | 108 |
| Managed Assets ($) | $843,612,000 | 129 |
| Non-managed Assets ($) | $1,146,261,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,941,000 | 115 |
| 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 | $766,000 | 247 |
| Number of Managed Accounts | $720,000 | 197 |
| Number of Non-Managed Accounts | $46,000 | 265 |
| Total fiduciary and related assets | $1,903,436,000 | 110 |
| Managed Assets ($) | $818,681,000 | 130 |
| Non-managed Assets ($) | $1,084,755,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,099,000 | 115 |
| 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 | $824,000 | 241 |
| Number of Managed Accounts | $759,000 | 193 |
| Number of Non-Managed Accounts | $65,000 | 244 |
| Total fiduciary and related assets | $1,715,896,000 | 112 |
| Managed Assets ($) | $775,675,000 | 129 |
| Non-managed Assets ($) | $940,221,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,363,000 | 116 |
| 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 | $749,000 | 249 |
| Number of Managed Accounts | $697,000 | 204 |
| Number of Non-Managed Accounts | $52,000 | 262 |
| Total fiduciary and related assets | $1,581,344,000 | 112 |
| Managed Assets ($) | $724,706,000 | 135 |
| Non-managed Assets ($) | $856,638,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 120 |
| 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 | $768,000 | 278 |
| Number of Managed Accounts | $714,000 | 215 |
| Number of Non-Managed Accounts | $54,000 | 522 |
| Total fiduciary and related assets | $1,629,643,000 | 116 |
| Managed Assets ($) | $738,670,000 | 139 |
| Non-managed Assets ($) | $890,973,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,621,000 | 118 |
| 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 | $726,000 | 254 |
| Number of Managed Accounts | $672,000 | 207 |
| Number of Non-Managed Accounts | $54,000 | 272 |
| Total fiduciary and related assets | $1,804,501,000 | 115 |
| Managed Assets ($) | $746,918,000 | 143 |
| Non-managed Assets ($) | $1,057,583,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,719,000 | 121 |
| 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 | $765,000 | 257 |
| Number of Managed Accounts | $666,000 | 214 |
| Number of Non-Managed Accounts | $99,000 | 226 |
| Total fiduciary and related assets | $1,370,662,000 | 144 |
| Managed Assets ($) | $786,518,000 | 149 |
| Non-managed Assets ($) | $584,144,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,813,000 | 122 |
| 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 | $689,000 | 273 |
| Number of Managed Accounts | $627,000 | 225 |
| Number of Non-Managed Accounts | $62,000 | 270 |
| Total fiduciary and related assets | $1,360,595,000 | 149 |
| Managed Assets ($) | $767,826,000 | 157 |
| Non-managed Assets ($) | $592,769,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 122 |
| 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 | $668,000 | 300 |
| Number of Managed Accounts | $608,000 | 239 |
| Number of Non-Managed Accounts | $60,000 | 501 |
| Total fiduciary and related assets | $1,355,388,000 | 151 |
| Managed Assets ($) | $765,741,000 | 156 |
| Non-managed Assets ($) | $589,647,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,982,000 | 128 |
| 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 | $647,000 | 270 |
| Number of Managed Accounts | $589,000 | 228 |
| Number of Non-Managed Accounts | $58,000 | 263 |
| Total fiduciary and related assets | $1,369,185,000 | 150 |
| Managed Assets ($) | $767,675,000 | 154 |
| Non-managed Assets ($) | $601,510,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,193,000 | 126 |
| 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 | $633,000 | 281 |
| Number of Managed Accounts | $577,000 | 234 |
| Number of Non-Managed Accounts | $56,000 | 272 |
| Total fiduciary and related assets | $1,329,820,000 | 159 |
| Managed Assets ($) | $737,419,000 | 163 |
| Non-managed Assets ($) | $592,401,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,520,000 | 132 |
| 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 | $695,000 | 267 |
| Number of Managed Accounts | $593,000 | 233 |
| Number of Non-Managed Accounts | $102,000 | 230 |
| Total fiduciary and related assets | $1,271,580,000 | 161 |
| Managed Assets ($) | $709,402,000 | 163 |
| Non-managed Assets ($) | $562,178,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,737,000 | 130 |
| 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 | $679,000 | 302 |
| Number of Managed Accounts | $578,000 | 250 |
| Number of Non-Managed Accounts | $101,000 | 366 |
| Total fiduciary and related assets | $1,250,535,000 | 166 |
| Managed Assets ($) | $706,196,000 | 166 |
| Non-managed Assets ($) | $544,339,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,228,000 | 134 |
| 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 | $683,000 | 275 |
| Number of Managed Accounts | $587,000 | 236 |
| Number of Non-Managed Accounts | $96,000 | 234 |
| Total fiduciary and related assets | $1,179,620,000 | 168 |
| Managed Assets ($) | $679,879,000 | 173 |
| Non-managed Assets ($) | $499,741,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,634,000 | 139 |
| 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 | $685,000 | 277 |
| Number of Managed Accounts | $588,000 | 243 |
| Number of Non-Managed Accounts | $97,000 | 236 |
| Total fiduciary and related assets | $1,149,378,000 | 171 |
| Managed Assets ($) | $672,207,000 | 175 |
| Non-managed Assets ($) | $477,171,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,130,000 | 143 |
| 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 | $666,000 | 281 |
| Number of Managed Accounts | $577,000 | 244 |
| Number of Non-Managed Accounts | $89,000 | 251 |
| Total fiduciary and related assets | $1,147,985,000 | 170 |
| Managed Assets ($) | $669,529,000 | 176 |
| Non-managed Assets ($) | $478,456,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,536,000 | 144 |
| 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 | $669,000 | 309 |
| Number of Managed Accounts | $573,000 | 261 |
| Number of Non-Managed Accounts | $96,000 | 389 |
| Total fiduciary and related assets | $1,099,028,000 | 172 |
| Managed Assets ($) | $635,315,000 | 182 |
| Non-managed Assets ($) | $463,713,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,159,000 | 137 |
| 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 | $665,000 | 270 |
| Number of Managed Accounts | $561,000 | 242 |
| Number of Non-Managed Accounts | $104,000 | 239 |
| Total fiduciary and related assets | $1,110,249,000 | 170 |
| Managed Assets ($) | $611,288,000 | 183 |
| Non-managed Assets ($) | $498,961,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,708,000 | 134 |
| 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 | $675,000 | 273 |
| Number of Managed Accounts | $575,000 | 242 |
| Number of Non-Managed Accounts | $100,000 | 244 |
| Total fiduciary and related assets | $1,042,173,000 | 173 |
| Managed Assets ($) | $598,636,000 | 181 |
| Non-managed Assets ($) | $443,537,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,184,000 | 134 |
| 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 | $655,000 | 277 |
| Number of Managed Accounts | $568,000 | 245 |
| Number of Non-Managed Accounts | $87,000 | 257 |
| Total fiduciary and related assets | $1,288,189,000 | 159 |
| Managed Assets ($) | $608,559,000 | 182 |
| Non-managed Assets ($) | $679,630,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,626,000 | 136 |
| 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 | $647,000 | 310 |
| Number of Managed Accounts | $560,000 | 262 |
| Number of Non-Managed Accounts | $87,000 | 439 |
| Total fiduciary and related assets | $1,276,521,000 | 161 |
| Managed Assets ($) | $612,787,000 | 178 |
| Non-managed Assets ($) | $663,734,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,897,000 | 136 |
| 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 | $642,000 | 274 |
| Number of Managed Accounts | $551,000 | 241 |
| Number of Non-Managed Accounts | $91,000 | 252 |
| Total fiduciary and related assets | $1,149,678,000 | 164 |
| Managed Assets ($) | $536,256,000 | 189 |
| Non-managed Assets ($) | $613,422,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,402,000 | 134 |
| 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 | $630,000 | 279 |
| Number of Managed Accounts | $538,000 | 248 |
| Number of Non-Managed Accounts | $92,000 | 264 |
| Total fiduciary and related assets | $1,071,356,000 | 172 |
| Managed Assets ($) | $450,583,000 | 202 |
| Non-managed Assets ($) | $620,773,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,931,000 | 139 |
| 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 | $626,000 | 278 |
| Number of Managed Accounts | $527,000 | 252 |
| Number of Non-Managed Accounts | $99,000 | 263 |
| Total fiduciary and related assets | $1,076,755,000 | 173 |
| Managed Assets ($) | $459,915,000 | 204 |
| Non-managed Assets ($) | $616,840,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,454,000 | 140 |
| 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 | $606,000 | 342 |
| Number of Managed Accounts | $508,000 | 285 |
| Number of Non-Managed Accounts | $98,000 | 436 |
| Total fiduciary and related assets | $1,044,922,000 | 177 |
| Managed Assets ($) | $457,511,000 | 207 |
| Non-managed Assets ($) | $587,411,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,125,000 | 151 |
| 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 | $502,000 | 267 |
| Number of Non-Managed Accounts | $101,000 | 270 |
| Total fiduciary and related assets | $2,300,311,000 | 125 |
| Managed Assets ($) | $1,754,971,000 | 99 |
| Non-managed Assets ($) | $545,340,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,729,000 | 159 |
| 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 | $617,000 | 304 |
| Number of Managed Accounts | $508,000 | 267 |
| Number of Non-Managed Accounts | $109,000 | 274 |
| Total fiduciary and related assets | $2,276,999,000 | 127 |
| Managed Assets ($) | $1,749,260,000 | 98 |
| Non-managed Assets ($) | $527,739,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,431,000 | 166 |
| 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 | $615,000 | 307 |
| Number of Managed Accounts | $504,000 | 277 |
| Number of Non-Managed Accounts | $111,000 | 278 |
| Total fiduciary and related assets | $2,212,101,000 | 127 |
| Managed Assets ($) | $1,729,416,000 | 101 |
| Non-managed Assets ($) | $482,685,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,210,000 | 170 |
| 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 | $609,000 | 356 |
| Number of Managed Accounts | $502,000 | 305 |
| Number of Non-Managed Accounts | $107,000 | 409 |
| Total fiduciary and related assets | $2,205,892,000 | 126 |
| Managed Assets ($) | $1,731,457,000 | 100 |
| Non-managed Assets ($) | $474,435,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,329,000 | 178 |
| 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 | $591,000 | 347 |
| Number of Managed Accounts | $482,000 | 298 |
| Number of Non-Managed Accounts | $109,000 | 389 |
| Total fiduciary and related assets | $2,170,813,000 | 117 |
| Managed Assets ($) | $1,687,140,000 | 100 |
| Non-managed Assets ($) | $483,673,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,707,000 | 173 |
| 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 | $4,798,000 | 170 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $2,000 | 1,413 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 |