Home > Central Bank and Trust Co. > Fiduciary and Related Services
Central Bank and Trust Co., 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 | $1,026,000 | 220 |
| Number of Managed Accounts | $397,000 | 295 |
| Number of Non-Managed Accounts | $629,000 | 80 |
| Total fiduciary and related assets | $1,864,427,000 | 139 |
| Managed Assets ($) | $238,680,000 | 338 |
| Non-managed Assets ($) | $1,625,747,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $282,000 | 437 |
| 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 | $1,042,000 | 221 |
| Number of Managed Accounts | $407,000 | 313 |
| Number of Non-Managed Accounts | $635,000 | 87 |
| Total fiduciary and related assets | $1,741,305,000 | 140 |
| Managed Assets ($) | $236,586,000 | 342 |
| Non-managed Assets ($) | $1,504,719,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 472 |
| 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 | $1,099,000 | 198 |
| Number of Managed Accounts | $455,000 | 285 |
| Number of Non-Managed Accounts | $644,000 | 79 |
| Total fiduciary and related assets | $1,988,177,000 | 133 |
| Managed Assets ($) | $262,214,000 | 337 |
| Non-managed Assets ($) | $1,725,963,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 477 |
| 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 | $1,143,000 | 192 |
| Number of Managed Accounts | $500,000 | 272 |
| Number of Non-Managed Accounts | $643,000 | 77 |
| Total fiduciary and related assets | $1,928,942,000 | 135 |
| Managed Assets ($) | $266,446,000 | 331 |
| Non-managed Assets ($) | $1,662,496,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 581 |
| 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 | $1,143,000 | 194 |
| Number of Managed Accounts | $522,000 | 266 |
| Number of Non-Managed Accounts | $621,000 | 79 |
| Total fiduciary and related assets | $2,028,270,000 | 133 |
| Managed Assets ($) | $333,931,000 | 301 |
| Non-managed Assets ($) | $1,694,339,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 341 |
| 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 | $1,120,000 | 205 |
| Number of Managed Accounts | $507,000 | 285 |
| Number of Non-Managed Accounts | $613,000 | 86 |
| Total fiduciary and related assets | $2,016,741,000 | 133 |
| Managed Assets ($) | $327,511,000 | 306 |
| Non-managed Assets ($) | $1,689,230,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,850,000 | 356 |
| 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 | $1,119,000 | 199 |
| Number of Managed Accounts | $501,000 | 266 |
| Number of Non-Managed Accounts | $618,000 | 77 |
| Total fiduciary and related assets | $1,973,980,000 | 132 |
| Managed Assets ($) | $319,223,000 | 306 |
| Non-managed Assets ($) | $1,654,757,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 364 |
| 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 | $1,088,000 | 200 |
| Number of Managed Accounts | $485,000 | 273 |
| Number of Non-Managed Accounts | $603,000 | 76 |
| Total fiduciary and related assets | $1,920,134,000 | 128 |
| Managed Assets ($) | $309,822,000 | 305 |
| Non-managed Assets ($) | $1,610,312,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $868,000 | 367 |
| 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 | $1,038,000 | 209 |
| Number of Managed Accounts | $448,000 | 284 |
| Number of Non-Managed Accounts | $590,000 | 76 |
| Total fiduciary and related assets | $1,887,609,000 | 130 |
| Managed Assets ($) | $291,692,000 | 311 |
| Non-managed Assets ($) | $1,595,917,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 365 |
| 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 | $1,019,000 | 215 |
| Number of Managed Accounts | $444,000 | 300 |
| Number of Non-Managed Accounts | $575,000 | 88 |
| Total fiduciary and related assets | $1,830,162,000 | 131 |
| Managed Assets ($) | $274,643,000 | 314 |
| Non-managed Assets ($) | $1,555,519,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,587,000 | 377 |
| 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 | $982,000 | 214 |
| Number of Managed Accounts | $431,000 | 284 |
| Number of Non-Managed Accounts | $551,000 | 82 |
| Total fiduciary and related assets | $1,877,616,000 | 127 |
| Managed Assets ($) | $290,620,000 | 305 |
| Non-managed Assets ($) | $1,586,996,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 376 |
| 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 | $977,000 | 216 |
| Number of Managed Accounts | $423,000 | 287 |
| Number of Non-Managed Accounts | $554,000 | 82 |
| Total fiduciary and related assets | $1,839,390,000 | 128 |
| Managed Assets ($) | $275,871,000 | 308 |
| Non-managed Assets ($) | $1,563,519,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 380 |
| 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 | $967,000 | 214 |
| Number of Managed Accounts | $412,000 | 287 |
| Number of Non-Managed Accounts | $555,000 | 84 |
| Total fiduciary and related assets | $1,847,463,000 | 128 |
| Managed Assets ($) | $267,790,000 | 309 |
| Non-managed Assets ($) | $1,579,673,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 385 |
| 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 | $996,000 | 216 |
| Number of Managed Accounts | $412,000 | 307 |
| Number of Non-Managed Accounts | $584,000 | 89 |
| Total fiduciary and related assets | $1,808,426,000 | 129 |
| Managed Assets ($) | $245,807,000 | 325 |
| Non-managed Assets ($) | $1,562,619,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,509,000 | 390 |
| 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 | $965,000 | 216 |
| Number of Managed Accounts | $415,000 | 289 |
| Number of Non-Managed Accounts | $550,000 | 85 |
| Total fiduciary and related assets | $1,775,355,000 | 129 |
| Managed Assets ($) | $244,786,000 | 320 |
| Non-managed Assets ($) | $1,530,569,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,182,000 | 381 |
| 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 | $964,000 | 218 |
| Number of Managed Accounts | $411,000 | 294 |
| Number of Non-Managed Accounts | $553,000 | 85 |
| Total fiduciary and related assets | $1,899,114,000 | 128 |
| Managed Assets ($) | $261,857,000 | 318 |
| Non-managed Assets ($) | $1,637,257,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 384 |
| 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 | $984,000 | 212 |
| Number of Managed Accounts | $417,000 | 289 |
| Number of Non-Managed Accounts | $567,000 | 87 |
| Total fiduciary and related assets | $1,986,334,000 | 126 |
| Managed Assets ($) | $263,884,000 | 320 |
| Non-managed Assets ($) | $1,722,450,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 383 |
| 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 | $993,000 | 217 |
| Number of Managed Accounts | $418,000 | 309 |
| Number of Non-Managed Accounts | $575,000 | 94 |
| Total fiduciary and related assets | $1,952,430,000 | 124 |
| Managed Assets ($) | $257,547,000 | 324 |
| Non-managed Assets ($) | $1,694,883,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,653,000 | 371 |
| 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 | $1,026,000 | 207 |
| Number of Managed Accounts | $454,000 | 278 |
| Number of Non-Managed Accounts | $572,000 | 84 |
| Total fiduciary and related assets | $2,077,711,000 | 117 |
| Managed Assets ($) | $257,000,000 | 322 |
| Non-managed Assets ($) | $1,820,711,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,227,000 | 370 |
| 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 | $1,032,000 | 205 |
| Number of Managed Accounts | $458,000 | 278 |
| Number of Non-Managed Accounts | $574,000 | 85 |
| Total fiduciary and related assets | $2,146,339,000 | 116 |
| Managed Assets ($) | $263,915,000 | 318 |
| Non-managed Assets ($) | $1,882,424,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 375 |
| 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 | $1,042,000 | 206 |
| Number of Managed Accounts | $467,000 | 278 |
| Number of Non-Managed Accounts | $575,000 | 88 |
| Total fiduciary and related assets | $2,091,035,000 | 117 |
| Managed Assets ($) | $254,642,000 | 323 |
| Non-managed Assets ($) | $1,836,393,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 376 |
| 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 | $1,063,000 | 209 |
| Number of Managed Accounts | $490,000 | 289 |
| Number of Non-Managed Accounts | $573,000 | 98 |
| Total fiduciary and related assets | $2,058,680,000 | 119 |
| Managed Assets ($) | $245,454,000 | 327 |
| Non-managed Assets ($) | $1,813,226,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 378 |
| 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 | $1,078,000 | 192 |
| Number of Managed Accounts | $522,000 | 262 |
| Number of Non-Managed Accounts | $556,000 | 89 |
| Total fiduciary and related assets | $1,960,099,000 | 117 |
| Managed Assets ($) | $234,076,000 | 316 |
| Non-managed Assets ($) | $1,726,023,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,082,000 | 383 |
| 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 | $1,031,000 | 198 |
| Number of Managed Accounts | $483,000 | 266 |
| Number of Non-Managed Accounts | $548,000 | 89 |
| Total fiduciary and related assets | $1,936,452,000 | 117 |
| Managed Assets ($) | $266,691,000 | 295 |
| Non-managed Assets ($) | $1,669,761,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $708,000 | 389 |
| 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 | $1,010,000 | 207 |
| Number of Managed Accounts | $387,000 | 289 |
| Number of Non-Managed Accounts | $623,000 | 85 |
| Total fiduciary and related assets | $1,914,007,000 | 121 |
| Managed Assets ($) | $128,478,000 | 354 |
| Non-managed Assets ($) | $1,785,529,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 393 |
| 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 | $952,000 | 221 |
| Number of Managed Accounts | $337,000 | 364 |
| Number of Non-Managed Accounts | $615,000 | 93 |
| Total fiduciary and related assets | $1,753,073,000 | 123 |
| Managed Assets ($) | $117,753,000 | 448 |
| Non-managed Assets ($) | $1,635,320,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,258,000 | 398 |
| 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 | $890,000 | 218 |
| Number of Managed Accounts | $281,000 | 320 |
| Number of Non-Managed Accounts | $609,000 | 81 |
| Total fiduciary and related assets | $1,718,290,000 | 122 |
| Managed Assets ($) | $114,085,000 | 347 |
| Non-managed Assets ($) | $1,604,205,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $943,000 | 395 |
| 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 | $843,000 | 227 |
| Number of Managed Accounts | $227,000 | 324 |
| Number of Non-Managed Accounts | $616,000 | 82 |
| Total fiduciary and related assets | $1,652,667,000 | 122 |
| Managed Assets ($) | $105,565,000 | 345 |
| Non-managed Assets ($) | $1,547,102,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $631,000 | 395 |
| 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 | $842,000 | 230 |
| Number of Managed Accounts | $226,000 | 321 |
| Number of Non-Managed Accounts | $616,000 | 84 |
| Total fiduciary and related assets | $1,661,910,000 | 124 |
| Managed Assets ($) | $107,053,000 | 346 |
| Non-managed Assets ($) | $1,554,857,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $320,000 | 394 |
| 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 | $844,000 | 244 |
| Number of Managed Accounts | $223,000 | 451 |
| Number of Non-Managed Accounts | $621,000 | 96 |
| Total fiduciary and related assets | $1,504,415,000 | 126 |
| Managed Assets ($) | $89,320,000 | 500 |
| Non-managed Assets ($) | $1,415,095,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,247,000 | 351 |
| 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 | $868,000 | 223 |
| Number of Managed Accounts | $225,000 | 323 |
| Number of Non-Managed Accounts | $643,000 | 82 |
| Total fiduciary and related assets | $1,392,404,000 | 128 |
| Managed Assets ($) | $89,752,000 | 343 |
| Non-managed Assets ($) | $1,302,652,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $949,000 | 347 |
| 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 | $840,000 | 226 |
| Number of Managed Accounts | $218,000 | 329 |
| Number of Non-Managed Accounts | $622,000 | 86 |
| Total fiduciary and related assets | $1,597,441,000 | 125 |
| Managed Assets ($) | $94,905,000 | 346 |
| Non-managed Assets ($) | $1,502,536,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 352 |
| 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 | $837,000 | 232 |
| Number of Managed Accounts | $222,000 | 333 |
| Number of Non-Managed Accounts | $615,000 | 87 |
| Total fiduciary and related assets | $1,667,881,000 | 124 |
| Managed Assets ($) | $103,700,000 | 349 |
| Non-managed Assets ($) | $1,564,181,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $335,000 | 346 |
| 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 | $855,000 | 249 |
| Number of Managed Accounts | $223,000 | 460 |
| Number of Non-Managed Accounts | $632,000 | 100 |
| Total fiduciary and related assets | $1,659,433,000 | 122 |
| Managed Assets ($) | $91,140,000 | 499 |
| Non-managed Assets ($) | $1,568,293,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,104,000 | 373 |
| 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 | $700,000 | 257 |
| Number of Managed Accounts | $241,000 | 310 |
| Number of Non-Managed Accounts | $459,000 | 106 |
| Total fiduciary and related assets | $1,540,812,000 | 124 |
| Managed Assets ($) | $152,675,000 | 321 |
| Non-managed Assets ($) | $1,388,137,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $809,000 | 382 |
| 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 | $700,000 | 257 |
| Number of Managed Accounts | $236,000 | 312 |
| Number of Non-Managed Accounts | $464,000 | 106 |
| Total fiduciary and related assets | $1,385,960,000 | 125 |
| Managed Assets ($) | $138,629,000 | 323 |
| Non-managed Assets ($) | $1,247,331,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 381 |
| 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 | $722,000 | 256 |
| Number of Managed Accounts | $237,000 | 318 |
| Number of Non-Managed Accounts | $485,000 | 108 |
| Total fiduciary and related assets | $1,455,852,000 | 127 |
| Managed Assets ($) | $145,414,000 | 326 |
| Non-managed Assets ($) | $1,310,438,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $270,000 | 387 |
| 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 | $718,000 | 293 |
| Number of Managed Accounts | $231,000 | 459 |
| Number of Non-Managed Accounts | $487,000 | 131 |
| Total fiduciary and related assets | $1,403,131,000 | 130 |
| Managed Assets ($) | $130,593,000 | 409 |
| Non-managed Assets ($) | $1,272,538,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $962,000 | 393 |
| 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 | $706,000 | 257 |
| Number of Managed Accounts | $219,000 | 310 |
| Number of Non-Managed Accounts | $487,000 | 104 |
| Total fiduciary and related assets | $1,347,132,000 | 132 |
| Managed Assets ($) | $124,475,000 | 322 |
| Non-managed Assets ($) | $1,222,657,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $688,000 | 401 |
| 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 | $705,000 | 260 |
| Number of Managed Accounts | $223,000 | 315 |
| Number of Non-Managed Accounts | $482,000 | 104 |
| Total fiduciary and related assets | $1,223,930,000 | 138 |
| Managed Assets ($) | $113,447,000 | 332 |
| Non-managed Assets ($) | $1,110,483,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $451,000 | 409 |
| 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 | $693,000 | 263 |
| Number of Managed Accounts | $217,000 | 318 |
| Number of Non-Managed Accounts | $476,000 | 110 |
| Total fiduciary and related assets | $1,080,195,000 | 142 |
| Managed Assets ($) | $102,155,000 | 335 |
| Non-managed Assets ($) | $978,040,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $211,000 | 433 |
| 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 | $710,000 | 294 |
| Number of Managed Accounts | $285,000 | 406 |
| Number of Non-Managed Accounts | $425,000 | 150 |
| Total fiduciary and related assets | $1,106,502,000 | 146 |
| Managed Assets ($) | $122,883,000 | 415 |
| Non-managed Assets ($) | $983,619,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 384 |
| 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 | $713,000 | 257 |
| Number of Managed Accounts | $291,000 | 317 |
| Number of Non-Managed Accounts | $422,000 | 125 |
| Total fiduciary and related assets | $1,290,778,000 | 138 |
| Managed Assets ($) | $145,036,000 | 342 |
| Non-managed Assets ($) | $1,145,742,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 393 |
| 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 | $700,000 | 270 |
| Number of Managed Accounts | $276,000 | 325 |
| Number of Non-Managed Accounts | $424,000 | 128 |
| Total fiduciary and related assets | $1,433,662,000 | 138 |
| Managed Assets ($) | $152,441,000 | 348 |
| Non-managed Assets ($) | $1,281,221,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 398 |
| 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 | $698,000 | 272 |
| Number of Managed Accounts | $275,000 | 329 |
| Number of Non-Managed Accounts | $423,000 | 129 |
| Total fiduciary and related assets | $1,388,925,000 | 147 |
| Managed Assets ($) | $148,804,000 | 357 |
| Non-managed Assets ($) | $1,240,121,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 396 |
| 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 | $690,000 | 297 |
| Number of Managed Accounts | $272,000 | 421 |
| Number of Non-Managed Accounts | $418,000 | 153 |
| Total fiduciary and related assets | $1,467,735,000 | 142 |
| Managed Assets ($) | $154,318,000 | 405 |
| Non-managed Assets ($) | $1,313,417,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,244,000 | 372 |
| 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 | $703,000 | 263 |
| Number of Managed Accounts | $274,000 | 318 |
| Number of Non-Managed Accounts | $429,000 | 119 |
| Total fiduciary and related assets | $1,433,746,000 | 145 |
| Managed Assets ($) | $158,501,000 | 342 |
| Non-managed Assets ($) | $1,275,245,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $934,000 | 365 |
| 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 | $688,000 | 269 |
| Number of Managed Accounts | $270,000 | 322 |
| Number of Non-Managed Accounts | $418,000 | 122 |
| Total fiduciary and related assets | $1,331,304,000 | 158 |
| Managed Assets ($) | $158,311,000 | 348 |
| Non-managed Assets ($) | $1,172,993,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 372 |
| 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 | $681,000 | 272 |
| Number of Managed Accounts | $271,000 | 322 |
| Number of Non-Managed Accounts | $410,000 | 121 |
| Total fiduciary and related assets | $1,254,738,000 | 164 |
| Managed Assets ($) | $151,173,000 | 351 |
| Non-managed Assets ($) | $1,103,565,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $315,000 | 368 |
| 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 | $672,000 | 306 |
| Number of Managed Accounts | $258,000 | 436 |
| Number of Non-Managed Accounts | $414,000 | 144 |
| Total fiduciary and related assets | $1,152,154,000 | 168 |
| Managed Assets ($) | $149,753,000 | 407 |
| Non-managed Assets ($) | $1,002,401,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,055,000 | 388 |
| 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 | $657,000 | 281 |
| Number of Managed Accounts | $259,000 | 320 |
| Number of Non-Managed Accounts | $398,000 | 125 |
| Total fiduciary and related assets | $1,125,287,000 | 175 |
| Managed Assets ($) | $138,742,000 | 335 |
| Non-managed Assets ($) | $986,545,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $771,000 | 386 |
| 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 | $640,000 | 285 |
| Number of Managed Accounts | $241,000 | 334 |
| Number of Non-Managed Accounts | $399,000 | 129 |
| Total fiduciary and related assets | $1,034,762,000 | 185 |
| Managed Assets ($) | $131,571,000 | 342 |
| Non-managed Assets ($) | $903,191,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 415 |
| 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 | $627,000 | 291 |
| Number of Managed Accounts | $243,000 | 340 |
| Number of Non-Managed Accounts | $384,000 | 133 |
| Total fiduciary and related assets | $1,042,490,000 | 184 |
| Managed Assets ($) | $130,285,000 | 349 |
| Non-managed Assets ($) | $912,205,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 412 |
| 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 | $645,000 | 317 |
| Number of Managed Accounts | $246,000 | 473 |
| Number of Non-Managed Accounts | $399,000 | 149 |
| Total fiduciary and related assets | $1,023,666,000 | 184 |
| Managed Assets ($) | $120,937,000 | 442 |
| Non-managed Assets ($) | $902,729,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 410 |
| 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 | $631,000 | 276 |
| Number of Managed Accounts | $232,000 | 331 |
| Number of Non-Managed Accounts | $399,000 | 126 |
| Total fiduciary and related assets | $1,019,620,000 | 178 |
| Managed Assets ($) | $119,842,000 | 341 |
| Non-managed Assets ($) | $899,778,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,000 | 406 |
| 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 | $576,000 | 296 |
| Number of Managed Accounts | $254,000 | 335 |
| Number of Non-Managed Accounts | $322,000 | 142 |
| Total fiduciary and related assets | $901,300,000 | 191 |
| Managed Assets ($) | $114,849,000 | 355 |
| Non-managed Assets ($) | $786,451,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $456,000 | 410 |
| 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 | $576,000 | 301 |
| Number of Managed Accounts | $250,000 | 338 |
| Number of Non-Managed Accounts | $326,000 | 144 |
| Total fiduciary and related assets | $884,433,000 | 195 |
| Managed Assets ($) | $111,523,000 | 357 |
| Non-managed Assets ($) | $772,910,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 413 |
| 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 | $569,000 | 348 |
| Number of Managed Accounts | $243,000 | 467 |
| Number of Non-Managed Accounts | $326,000 | 183 |
| Total fiduciary and related assets | $852,223,000 | 197 |
| Managed Assets ($) | $102,325,000 | 479 |
| Non-managed Assets ($) | $749,898,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 440 |
| 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 | $567,000 | 298 |
| Number of Managed Accounts | $246,000 | 323 |
| Number of Non-Managed Accounts | $321,000 | 143 |
| Total fiduciary and related assets | $737,997,000 | 211 |
| Managed Assets ($) | $69,964,000 | 366 |
| Non-managed Assets ($) | $668,033,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $551,000 | 450 |
| 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 | $565,000 | 302 |
| Number of Managed Accounts | $247,000 | 328 |
| Number of Non-Managed Accounts | $318,000 | 146 |
| Total fiduciary and related assets | $733,962,000 | 211 |
| Managed Assets ($) | $74,583,000 | 365 |
| Non-managed Assets ($) | $659,379,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 456 |
| 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 | $568,000 | 301 |
| Number of Managed Accounts | $162,000 | 356 |
| Number of Non-Managed Accounts | $406,000 | 133 |
| Total fiduciary and related assets | $708,657,000 | 218 |
| Managed Assets ($) | $49,095,000 | 385 |
| Non-managed Assets ($) | $659,562,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $171,000 | 475 |
| 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 | $557,000 | 368 |
| Number of Managed Accounts | $157,000 | 612 |
| Number of Non-Managed Accounts | $400,000 | 172 |
| Total fiduciary and related assets | $615,284,000 | 240 |
| Managed Assets ($) | $43,818,000 | 687 |
| Non-managed Assets ($) | $571,466,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $648,000 | 480 |
| 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 | $570,000 | 312 |
| Number of Managed Accounts | $160,000 | 367 |
| Number of Non-Managed Accounts | $410,000 | 151 |
| Total fiduciary and related assets | $551,952,000 | 252 |
| Managed Assets ($) | $44,409,000 | 392 |
| Non-managed Assets ($) | $507,543,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $494,000 | 476 |
| 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 | $578,000 | 311 |
| Number of Managed Accounts | $164,000 | 370 |
| Number of Non-Managed Accounts | $414,000 | 149 |
| Total fiduciary and related assets | $535,931,000 | 255 |
| Managed Assets ($) | $47,094,000 | 388 |
| Non-managed Assets ($) | $488,837,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 474 |
| 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 | $578,000 | 317 |
| Number of Managed Accounts | $193,000 | 370 |
| Number of Non-Managed Accounts | $385,000 | 162 |
| Total fiduciary and related assets | $466,692,000 | 267 |
| Managed Assets ($) | $45,036,000 | 401 |
| Non-managed Assets ($) | $421,656,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 459 |
| 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 | $571,000 | 375 |
| Number of Managed Accounts | $192,000 | 570 |
| Number of Non-Managed Accounts | $379,000 | 198 |
| Total fiduciary and related assets | $431,920,000 | 279 |
| Managed Assets ($) | $45,969,000 | 674 |
| Non-managed Assets ($) | $385,951,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 474 |
| 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 | $598,000 | 344 |
| Number of Managed Accounts | $196,000 | 533 |
| Number of Non-Managed Accounts | $402,000 | 168 |
| Total fiduciary and related assets | $310,042,000 | 314 |
| Managed Assets ($) | $61,206,000 | 575 |
| Non-managed Assets ($) | $248,836,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 498 |
| 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 | $616,000 | 543 |
| 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 | $489,000 | 646 |
| 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 | $447,000 | 673 |
| 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 | $411,000 | 723 |
| 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 | $270,000 | 893 |
| 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 | 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 |