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Commerce Bank, Fiduciary and Related Services
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 191 |
| Number of Managed Accounts | $926,000 | 168 |
| Number of Non-Managed Accounts | $165,000 | 215 |
| Total fiduciary and related assets | $540,858,000 | 241 |
| Managed Assets ($) | $505,422,000 | 191 |
| Non-managed Assets ($) | $35,436,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,597,000 | 152 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,112,000 | 189 |
| Number of Managed Accounts | $964,000 | 159 |
| Number of Non-Managed Accounts | $148,000 | 225 |
| Total fiduciary and related assets | $650,322,000 | 229 |
| Managed Assets ($) | $535,420,000 | 187 |
| Non-managed Assets ($) | $114,902,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,277,000 | 153 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,119,000 | 208 |
| Number of Managed Accounts | $984,000 | 167 |
| Number of Non-Managed Accounts | $135,000 | 352 |
| Total fiduciary and related assets | $646,573,000 | 232 |
| Managed Assets ($) | $531,170,000 | 189 |
| Non-managed Assets ($) | $115,403,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,473,000 | 133 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,540,000 | 152 |
| Number of Managed Accounts | $1,405,000 | 124 |
| Number of Non-Managed Accounts | $135,000 | 245 |
| Total fiduciary and related assets | $886,898,000 | 193 |
| Managed Assets ($) | $769,388,000 | 149 |
| Non-managed Assets ($) | $117,510,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,159,000 | 134 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 177 |
| Number of Managed Accounts | $1,138,000 | 151 |
| Number of Non-Managed Accounts | $160,000 | 240 |
| Total fiduciary and related assets | $889,113,000 | 198 |
| Managed Assets ($) | $768,679,000 | 150 |
| Non-managed Assets ($) | $120,434,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,124,000 | 143 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 178 |
| Number of Managed Accounts | $1,175,000 | 151 |
| Number of Non-Managed Accounts | $160,000 | 244 |
| Total fiduciary and related assets | $930,119,000 | 195 |
| Managed Assets ($) | $746,508,000 | 153 |
| Non-managed Assets ($) | $183,611,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,528,000 | 150 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,325,000 | 190 |
| Number of Managed Accounts | $1,174,000 | 158 |
| Number of Non-Managed Accounts | $151,000 | 336 |
| Total fiduciary and related assets | $886,826,000 | 200 |
| Managed Assets ($) | $748,916,000 | 154 |
| Non-managed Assets ($) | $137,910,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,508,000 | 154 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,288,000 | 184 |
| Number of Managed Accounts | $1,191,000 | 142 |
| Number of Non-Managed Accounts | $97,000 | 415 |
| Total fiduciary and related assets | $891,252,000 | 185 |
| Managed Assets ($) | $779,330,000 | 145 |
| Non-managed Assets ($) | $111,922,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,172,000 | 162 |
| 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 | $6,029,000 | 150 |
| 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 | $5,842,000 | 179 |
| 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 | $5,744,000 | 181 |
| 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 | $5,083,000 | 194 |
| 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 | $4,558,000 | 226 |
| 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 | $2,725,000 | 312 |
| 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 | $2,416,000 | 331 |
| 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 | $2,290,000 | 351 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,378,000 | 465 |