Home > First American Bank > Fiduciary and Related Services
First American Bank, Fiduciary and Related Services
| 2019-12-31 | 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 | $308,000 | 438 |
| Number of Managed Accounts | $276,000 | 398 |
| Number of Non-Managed Accounts | $32,000 | 485 |
| Total fiduciary and related assets | $283,983,000 | 368 |
| Managed Assets ($) | $243,347,000 | 344 |
| Non-managed Assets ($) | $40,636,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,250,000 | 324 |
| 2019-09-30 | 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 | $332,000 | 320 |
| Number of Managed Accounts | $281,000 | 301 |
| Number of Non-Managed Accounts | $51,000 | 244 |
| Total fiduciary and related assets | $335,249,000 | 316 |
| Managed Assets ($) | $243,295,000 | 304 |
| Non-managed Assets ($) | $91,954,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,715,000 | 322 |
| 2019-06-30 | 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 | $329,000 | 352 |
| Number of Managed Accounts | $275,000 | 335 |
| Number of Non-Managed Accounts | $54,000 | 252 |
| Total fiduciary and related assets | $334,934,000 | 341 |
| Managed Assets ($) | $240,266,000 | 335 |
| Non-managed Assets ($) | $94,668,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 326 |
| 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 | $329,000 | 353 |
| Number of Managed Accounts | $276,000 | 336 |
| Number of Non-Managed Accounts | $53,000 | 262 |
| Total fiduciary and related assets | $341,520,000 | 340 |
| Managed Assets ($) | $249,829,000 | 334 |
| Non-managed Assets ($) | $91,691,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 316 |
| 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 | $339,000 | 427 |
| Number of Managed Accounts | $285,000 | 396 |
| Number of Non-Managed Accounts | $54,000 | 385 |
| Total fiduciary and related assets | $333,430,000 | 339 |
| Managed Assets ($) | $245,342,000 | 334 |
| Non-managed Assets ($) | $88,088,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,382,000 | 313 |
| 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 | $346,000 | 347 |
| Number of Managed Accounts | $291,000 | 335 |
| Number of Non-Managed Accounts | $55,000 | 258 |
| Total fiduciary and related assets | $366,174,000 | 337 |
| Managed Assets ($) | $267,846,000 | 332 |
| Non-managed Assets ($) | $98,328,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000 | 313 |
| 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 | $361,000 | 342 |
| Number of Managed Accounts | $304,000 | 333 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $364,474,000 | 335 |
| Managed Assets ($) | $269,052,000 | 328 |
| Non-managed Assets ($) | $95,422,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 313 |
| 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 | $368,000 | 347 |
| Number of Managed Accounts | $311,000 | 328 |
| Number of Non-Managed Accounts | $57,000 | 257 |
| Total fiduciary and related assets | $366,265,000 | 326 |
| Managed Assets ($) | $271,596,000 | 326 |
| Non-managed Assets ($) | $94,669,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $615,000 | 313 |
| 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 | $374,000 | 404 |
| Number of Managed Accounts | $314,000 | 378 |
| Number of Non-Managed Accounts | $60,000 | 368 |
| Total fiduciary and related assets | $372,777,000 | 326 |
| Managed Assets ($) | $275,234,000 | 328 |
| Non-managed Assets ($) | $97,543,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 308 |
| 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 | $384,000 | 334 |
| Number of Managed Accounts | $322,000 | 322 |
| Number of Non-Managed Accounts | $62,000 | 241 |
| Total fiduciary and related assets | $378,999,000 | 326 |
| Managed Assets ($) | $280,293,000 | 322 |
| Non-managed Assets ($) | $98,706,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 310 |
| 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 | $387,000 | 336 |
| Number of Managed Accounts | $323,000 | 321 |
| Number of Non-Managed Accounts | $64,000 | 239 |
| Total fiduciary and related assets | $374,895,000 | 323 |
| Managed Assets ($) | $277,649,000 | 318 |
| Non-managed Assets ($) | $97,246,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,169,000 | 311 |
| 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 | $391,000 | 335 |
| Number of Managed Accounts | $326,000 | 320 |
| Number of Non-Managed Accounts | $65,000 | 237 |
| Total fiduciary and related assets | $364,106,000 | 327 |
| Managed Assets ($) | $265,480,000 | 329 |
| Non-managed Assets ($) | $98,626,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 312 |
| 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 | $404,000 | 386 |
| Number of Managed Accounts | $336,000 | 354 |
| Number of Non-Managed Accounts | $68,000 | 357 |
| Total fiduciary and related assets | $353,651,000 | 329 |
| Managed Assets ($) | $257,333,000 | 327 |
| Non-managed Assets ($) | $96,318,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,579,000 | 288 |
| 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 | $437,000 | 320 |
| Number of Managed Accounts | $369,000 | 301 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $392,976,000 | 305 |
| Managed Assets ($) | $297,675,000 | 300 |
| Non-managed Assets ($) | $95,301,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,008,000 | 278 |
| 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 | $451,000 | 315 |
| Number of Managed Accounts | $383,000 | 294 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $390,612,000 | 308 |
| Managed Assets ($) | $298,024,000 | 300 |
| Non-managed Assets ($) | $92,588,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,360,000 | 280 |
| 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 | $483,000 | 315 |
| Number of Managed Accounts | $411,000 | 288 |
| Number of Non-Managed Accounts | $72,000 | 231 |
| Total fiduciary and related assets | $408,119,000 | 299 |
| Managed Assets ($) | $315,422,000 | 293 |
| Non-managed Assets ($) | $92,697,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,000 | 268 |
| 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 | $497,000 | 347 |
| Number of Managed Accounts | $423,000 | 302 |
| Number of Non-Managed Accounts | $74,000 | 339 |
| Total fiduciary and related assets | $414,270,000 | 297 |
| Managed Assets ($) | $328,706,000 | 287 |
| Non-managed Assets ($) | $85,564,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,847,000 | 274 |
| 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 | $506,000 | 309 |
| Number of Managed Accounts | $430,000 | 284 |
| Number of Non-Managed Accounts | $76,000 | 222 |
| Total fiduciary and related assets | $421,274,000 | 290 |
| Managed Assets ($) | $331,987,000 | 283 |
| Non-managed Assets ($) | $89,287,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 274 |
| 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 | $514,000 | 308 |
| Number of Managed Accounts | $439,000 | 287 |
| Number of Non-Managed Accounts | $75,000 | 227 |
| Total fiduciary and related assets | $443,998,000 | 287 |
| Managed Assets ($) | $346,882,000 | 282 |
| Non-managed Assets ($) | $97,116,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,478,000 | 275 |
| 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 | $843,000 | 241 |
| Number of Managed Accounts | $765,000 | 211 |
| Number of Non-Managed Accounts | $78,000 | 220 |
| Total fiduciary and related assets | $440,410,000 | 291 |
| Managed Assets ($) | $348,484,000 | 284 |
| Non-managed Assets ($) | $91,926,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $744,000 | 279 |
| 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 | $902,000 | 233 |
| Number of Managed Accounts | $821,000 | 196 |
| Number of Non-Managed Accounts | $81,000 | 335 |
| Total fiduciary and related assets | $461,583,000 | 285 |
| Managed Assets ($) | $369,853,000 | 275 |
| Non-managed Assets ($) | $91,730,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 267 |
| 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 | $901,000 | 228 |
| Number of Managed Accounts | $816,000 | 194 |
| Number of Non-Managed Accounts | $85,000 | 215 |
| Total fiduciary and related assets | $483,703,000 | 278 |
| Managed Assets ($) | $376,149,000 | 270 |
| Non-managed Assets ($) | $107,554,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,331,000 | 270 |
| 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 | $938,000 | 221 |
| Number of Managed Accounts | $844,000 | 193 |
| Number of Non-Managed Accounts | $94,000 | 206 |
| Total fiduciary and related assets | $499,473,000 | 273 |
| Managed Assets ($) | $382,232,000 | 266 |
| Non-managed Assets ($) | $117,241,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 268 |
| 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 | $938,000 | 223 |
| Number of Managed Accounts | $841,000 | 188 |
| Number of Non-Managed Accounts | $97,000 | 211 |
| Total fiduciary and related assets | $515,290,000 | 263 |
| Managed Assets ($) | $377,107,000 | 266 |
| Non-managed Assets ($) | $138,183,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $790,000 | 267 |
| 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 | $920,000 | 234 |
| Number of Managed Accounts | $820,000 | 194 |
| Number of Non-Managed Accounts | $100,000 | 307 |
| Total fiduciary and related assets | $599,391,000 | 245 |
| Managed Assets ($) | $464,411,000 | 234 |
| Non-managed Assets ($) | $134,980,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,731,000 | 277 |
| 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 | $918,000 | 220 |
| Number of Managed Accounts | $817,000 | 185 |
| Number of Non-Managed Accounts | $101,000 | 210 |
| Total fiduciary and related assets | $571,358,000 | 246 |
| Managed Assets ($) | $436,754,000 | 231 |
| Non-managed Assets ($) | $134,604,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,965,000 | 280 |
| 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 | $926,000 | 215 |
| Number of Managed Accounts | $823,000 | 182 |
| Number of Non-Managed Accounts | $103,000 | 213 |
| Total fiduciary and related assets | $476,222,000 | 262 |
| Managed Assets ($) | $345,647,000 | 262 |
| Non-managed Assets ($) | $130,575,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,287,000 | 281 |
| 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 | $883,000 | 225 |
| Number of Managed Accounts | $781,000 | 192 |
| Number of Non-Managed Accounts | $102,000 | 213 |
| Total fiduciary and related assets | $458,233,000 | 267 |
| Managed Assets ($) | $331,020,000 | 266 |
| Non-managed Assets ($) | $127,213,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $658,000 | 277 |
| 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 | $878,000 | 240 |
| Number of Managed Accounts | $773,000 | 198 |
| Number of Non-Managed Accounts | $105,000 | 311 |
| Total fiduciary and related assets | $440,356,000 | 271 |
| Managed Assets ($) | $318,583,000 | 268 |
| Non-managed Assets ($) | $121,773,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,384,000 | 278 |
| 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 | $910,000 | 215 |
| Number of Managed Accounts | $787,000 | 188 |
| Number of Non-Managed Accounts | $123,000 | 186 |
| Total fiduciary and related assets | $426,965,000 | 274 |
| Managed Assets ($) | $306,744,000 | 270 |
| Non-managed Assets ($) | $120,221,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,757,000 | 283 |
| 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 | $930,000 | 210 |
| Number of Managed Accounts | $821,000 | 180 |
| Number of Non-Managed Accounts | $109,000 | 196 |
| Total fiduciary and related assets | $412,924,000 | 275 |
| Managed Assets ($) | $333,063,000 | 246 |
| Non-managed Assets ($) | $79,861,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 282 |
| 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 | $925,000 | 211 |
| Number of Managed Accounts | $815,000 | 180 |
| Number of Non-Managed Accounts | $110,000 | 193 |
| Total fiduciary and related assets | $424,977,000 | 268 |
| Managed Assets ($) | $337,374,000 | 244 |
| Non-managed Assets ($) | $87,603,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $592,000 | 283 |
| 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 | $884,000 | 235 |
| Number of Managed Accounts | $827,000 | 176 |
| Number of Non-Managed Accounts | $57,000 | 449 |
| Total fiduciary and related assets | $393,269,000 | 277 |
| Managed Assets ($) | $313,980,000 | 254 |
| Non-managed Assets ($) | $79,289,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,362,000 | 240 |
| 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 | $867,000 | 225 |
| Number of Managed Accounts | $804,000 | 175 |
| Number of Non-Managed Accounts | $63,000 | 247 |
| Total fiduciary and related assets | $387,795,000 | 267 |
| Managed Assets ($) | $312,077,000 | 248 |
| Non-managed Assets ($) | $75,718,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,814,000 | 236 |
| 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 | $857,000 | 225 |
| Number of Managed Accounts | $787,000 | 180 |
| Number of Non-Managed Accounts | $70,000 | 234 |
| Total fiduciary and related assets | $436,771,000 | 261 |
| Managed Assets ($) | $346,827,000 | 241 |
| Non-managed Assets ($) | $89,944,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,240,000 | 233 |
| 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 | $856,000 | 228 |
| Number of Managed Accounts | $787,000 | 180 |
| Number of Non-Managed Accounts | $69,000 | 240 |
| Total fiduciary and related assets | $440,517,000 | 257 |
| Managed Assets ($) | $350,764,000 | 239 |
| Non-managed Assets ($) | $89,753,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 233 |
| 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 | $846,000 | 250 |
| Number of Managed Accounts | $788,000 | 190 |
| Number of Non-Managed Accounts | $58,000 | 475 |
| Total fiduciary and related assets | $411,683,000 | 267 |
| Managed Assets ($) | $333,918,000 | 243 |
| Non-managed Assets ($) | $77,765,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,322,000 | 233 |
| 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 | $802,000 | 240 |
| Number of Managed Accounts | $742,000 | 189 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $389,862,000 | 262 |
| Managed Assets ($) | $315,804,000 | 242 |
| Non-managed Assets ($) | $74,058,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,756,000 | 229 |
| 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 | $823,000 | 235 |
| Number of Managed Accounts | $747,000 | 189 |
| Number of Non-Managed Accounts | $76,000 | 229 |
| Total fiduciary and related assets | $368,019,000 | 258 |
| Managed Assets ($) | $294,468,000 | 245 |
| Non-managed Assets ($) | $73,551,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 227 |
| 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 | $833,000 | 235 |
| Number of Managed Accounts | $760,000 | 183 |
| Number of Non-Managed Accounts | $73,000 | 236 |
| Total fiduciary and related assets | $359,071,000 | 271 |
| Managed Assets ($) | $268,613,000 | 273 |
| Non-managed Assets ($) | $90,458,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 230 |
| 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 | $813,000 | 267 |
| Number of Managed Accounts | $738,000 | 206 |
| Number of Non-Managed Accounts | $75,000 | 414 |
| Total fiduciary and related assets | $383,154,000 | 266 |
| Managed Assets ($) | $251,812,000 | 278 |
| Non-managed Assets ($) | $131,342,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,310,000 | 226 |
| 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 | $792,000 | 240 |
| Number of Managed Accounts | $719,000 | 198 |
| Number of Non-Managed Accounts | $73,000 | 230 |
| Total fiduciary and related assets | $362,647,000 | 272 |
| Managed Assets ($) | $236,390,000 | 275 |
| Non-managed Assets ($) | $126,257,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,679,000 | 228 |
| 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 | $785,000 | 244 |
| Number of Managed Accounts | $717,000 | 201 |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Total fiduciary and related assets | $333,465,000 | 276 |
| Managed Assets ($) | $220,017,000 | 280 |
| Non-managed Assets ($) | $113,448,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 234 |
| 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 | $815,000 | 239 |
| Number of Managed Accounts | $747,000 | 196 |
| Number of Non-Managed Accounts | $68,000 | 237 |
| Total fiduciary and related assets | $301,852,000 | 286 |
| Managed Assets ($) | $201,956,000 | 288 |
| Non-managed Assets ($) | $99,896,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $536,000 | 240 |
| 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 | $840,000 | 267 |
| Number of Managed Accounts | $774,000 | 200 |
| Number of Non-Managed Accounts | $66,000 | 472 |
| Total fiduciary and related assets | $342,356,000 | 279 |
| Managed Assets ($) | $245,455,000 | 276 |
| Non-managed Assets ($) | $96,901,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 224 |
| 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 | $847,000 | 238 |
| Number of Managed Accounts | $781,000 | 188 |
| Number of Non-Managed Accounts | $66,000 | 260 |
| Total fiduciary and related assets | $382,165,000 | 277 |
| Managed Assets ($) | $266,130,000 | 270 |
| Non-managed Assets ($) | $116,035,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,047,000 | 226 |
| 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 | $826,000 | 249 |
| Number of Managed Accounts | $761,000 | 197 |
| Number of Non-Managed Accounts | $65,000 | 266 |
| Total fiduciary and related assets | $410,628,000 | 280 |
| Managed Assets ($) | $284,626,000 | 268 |
| Non-managed Assets ($) | $126,002,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 227 |
| 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 | $782,000 | 254 |
| Number of Managed Accounts | $717,000 | 208 |
| Number of Non-Managed Accounts | $65,000 | 267 |
| Total fiduciary and related assets | $408,550,000 | 288 |
| Managed Assets ($) | $281,300,000 | 277 |
| Non-managed Assets ($) | $127,250,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 234 |
| 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 | $710,000 | 291 |
| Number of Managed Accounts | $648,000 | 229 |
| Number of Non-Managed Accounts | $62,000 | 492 |
| Total fiduciary and related assets | $373,957,000 | 301 |
| Managed Assets ($) | $307,585,000 | 263 |
| Non-managed Assets ($) | $66,372,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,375,000 | 251 |
| 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 | $639,000 | 273 |
| Number of Managed Accounts | $570,000 | 235 |
| Number of Non-Managed Accounts | $69,000 | 245 |
| Total fiduciary and related assets | $345,803,000 | 312 |
| Managed Assets ($) | $277,394,000 | 282 |
| Non-managed Assets ($) | $68,409,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,717,000 | 253 |
| 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 | $630,000 | 282 |
| Number of Managed Accounts | $565,000 | 235 |
| Number of Non-Managed Accounts | $65,000 | 257 |
| Total fiduciary and related assets | $335,002,000 | 323 |
| Managed Assets ($) | $276,427,000 | 288 |
| Non-managed Assets ($) | $58,575,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 258 |
| 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 | $612,000 | 287 |
| Number of Managed Accounts | $558,000 | 239 |
| Number of Non-Managed Accounts | $54,000 | 273 |
| Total fiduciary and related assets | $321,990,000 | 326 |
| Managed Assets ($) | $294,386,000 | 273 |
| Non-managed Assets ($) | $27,604,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 259 |
| 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 | $579,000 | 340 |
| Number of Managed Accounts | $524,000 | 266 |
| Number of Non-Managed Accounts | $55,000 | 532 |
| Total fiduciary and related assets | $296,082,000 | 338 |
| Managed Assets ($) | $267,969,000 | 287 |
| Non-managed Assets ($) | $28,113,000 | 456 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,931,000 | 276 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,436,000 | 276 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $937,000 | 286 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,000 | 288 |
| 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 | $552,000 | 353 |
| Number of Managed Accounts | $487,000 | 293 |
| Number of Non-Managed Accounts | $65,000 | 506 |
| Total fiduciary and related assets | $223,486,000 | 394 |
| Managed Assets ($) | $208,464,000 | 332 |
| Non-managed Assets ($) | $15,022,000 | 561 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,673,000 | 306 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,231,000 | 303 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $790,000 | 312 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 316 |
| 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 | $358,000 | 477 |
| Number of Managed Accounts | $316,000 | 388 |
| Number of Non-Managed Accounts | $42,000 | 642 |
| Total fiduciary and related assets | $155,818,000 | 464 |
| Managed Assets ($) | $130,305,000 | 416 |
| Non-managed Assets ($) | $25,513,000 | 453 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 291 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 292 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 297 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 303 |
| 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 | $597,000 | 346 |
| Number of Managed Accounts | $275,000 | 431 |
| Number of Non-Managed Accounts | $322,000 | 200 |
| Total fiduciary and related assets | $167,370,000 | 444 |
| Managed Assets ($) | $121,654,000 | 421 |
| Non-managed Assets ($) | $45,716,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,359,000 | 327 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $904,000 | 355 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $575,000 | 369 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,000 | 400 |
| 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 | $317,000 | 549 |
| Number of Managed Accounts | $260,000 | 471 |
| Number of Non-Managed Accounts | $57,000 | 590 |
| Total fiduciary and related assets | $180,362,000 | 437 |
| Managed Assets ($) | $140,031,000 | 400 |
| Non-managed Assets ($) | $40,331,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,416,000 | 341 |
| 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 | $335,000 | 507 |
| Number of Managed Accounts | $252,000 | 455 |
| Number of Non-Managed Accounts | $83,000 | 452 |
| Total fiduciary and related assets | $153,520,000 | 437 |
| Managed Assets ($) | $132,828,000 | 398 |
| Non-managed Assets ($) | $20,692,000 | 491 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,037,000 | 413 |
| 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 | $680,000 | 509 |
| 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 | $639,000 | 568 |
| 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 | $556,000 | 606 |
| 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 | $389,000 | 744 |
| 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 | $327,000 | 836 |
| 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 | $407,000 | 799 |
| 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 | $317,000 | 886 |
| 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 | $314,000 | 923 |
| 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 | $268,000 | 997 |