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First American Bank, Fiduciary and Related Services

2025-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed Accounts$0363
Total fiduciary and related assets$0380
Managed Assets ($)$0371
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$939,000354
2024-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0006
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$923,000263
Number of Managed Accounts$825,000240
Number of Non-Managed Accounts$98,000256
Total fiduciary and related assets$939,003,000270
Managed Assets ($)$857,866,000249
Non-managed Assets ($)$81,137,000309
Memoranda
Gross Fiduciary activities income$3,860,000334
2024-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0380
Number of Managed Accounts$0371
Number of Non-Managed Accounts$0366
Total fiduciary and related assets$0379
Managed Assets ($)$0371
Non-managed Assets ($)$0366
Memoranda
Gross Fiduciary activities income$2,850,000341
2024-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0002
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$956,000254
Number of Managed Accounts$856,000230
Number of Non-Managed Accounts$100,000214
Total fiduciary and related assets$955,058,000261
Managed Assets ($)$874,227,000243
Non-managed Assets ($)$80,831,000293
Memoranda
Gross Fiduciary activities income$1,928,000337
2024-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0007
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0376
Number of Non-Managed Accounts$0371
Total fiduciary and related assets$0384
Managed Assets ($)$0376
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$935,000317
2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$977,000251
Number of Managed Accounts$877,000229
Number of Non-Managed Accounts$100,000259
Total fiduciary and related assets$967,985,000257
Managed Assets ($)$898,358,000223
Non-managed Assets ($)$69,627,000322
Memoranda
Gross Fiduciary activities income$3,929,000294
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$2,855,000297
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,073,000229
Number of Managed Accounts$972,000203
Number of Non-Managed Accounts$101,000217
Total fiduciary and related assets$932,298,000252
Managed Assets ($)$877,973,000215
Non-managed Assets ($)$54,325,000307
Memoranda
Gross Fiduciary activities income$1,916,000290
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0375
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Non-managed Assets ($)$0373
Memoranda
Gross Fiduciary activities income$998,000299
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,074,000236
Number of Managed Accounts$970,000210
Number of Non-Managed Accounts$104,000252
Total fiduciary and related assets$887,990,000263
Managed Assets ($)$833,900,000228
Non-managed Assets ($)$54,090,000347
Memoranda
Gross Fiduciary activities income$3,780,000306
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0399
Number of Managed Accounts$0389
Number of Non-Managed Accounts$0385
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$2,837,000305
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,090,000209
Number of Managed Accounts$989,000187
Number of Non-Managed Accounts$101,000195
Total fiduciary and related assets$880,614,000221
Managed Assets ($)$823,455,000193
Non-managed Assets ($)$57,159,000279
Memoranda
Gross Fiduciary activities income$1,871,000272
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0359
Number of Managed Accounts$0350
Number of Non-Managed Accounts$0347
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Non-managed Assets ($)$0346
Memoranda
Gross Fiduciary activities income$939,000277
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,093,000214
Number of Managed Accounts$989,000189
Number of Non-Managed Accounts$104,000236
Total fiduciary and related assets$949,685,000228
Managed Assets ($)$883,415,000199
Non-managed Assets ($)$66,270,000309
Memoranda
Gross Fiduciary activities income$3,878,000265
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0343
Number of Managed Accounts$0335
Number of Non-Managed Accounts$0330
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Non-managed Assets ($)$0330
Memoranda
Gross Fiduciary activities income$2,914,000263
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,108,000206
Number of Managed Accounts$999,000189
Number of Non-Managed Accounts$109,000182
Total fiduciary and related assets$949,990,000225
Managed Assets ($)$885,969,000193
Non-managed Assets ($)$64,021,000279
Memoranda
Gross Fiduciary activities income$1,900,000266
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0345
Number of Managed Accounts$0337
Number of Non-Managed Accounts$0333
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Non-managed Assets ($)$0332
Memoranda
Gross Fiduciary activities income$963,000264
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,071,000216
Number of Managed Accounts$977,000193
Number of Non-Managed Accounts$94,000261
Total fiduciary and related assets$878,081,000227
Managed Assets ($)$819,023,000196
Non-managed Assets ($)$59,058,000314
Memoranda
Gross Fiduciary activities income$3,857,000250
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0346
Number of Managed Accounts$0338
Number of Non-Managed Accounts$0335
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Non-managed Assets ($)$0335
Memoranda
Gross Fiduciary activities income$2,892,000246
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,199,000193
Number of Managed Accounts$1,099,000170
Number of Non-Managed Accounts$100,000197
Total fiduciary and related assets$928,058,000208
Managed Assets ($)$871,795,000178
Non-managed Assets ($)$56,263,000277
Memoranda
Gross Fiduciary activities income$1,893,000248
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0351
Number of Managed Accounts$0342
Number of Non-Managed Accounts$0338
Total fiduciary and related assets$0351
Managed Assets ($)$0342
Non-managed Assets ($)$0338
Memoranda
Gross Fiduciary activities income$953,000253
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,155,000203
Number of Managed Accounts$1,052,000178
Number of Non-Managed Accounts$103,000259
Total fiduciary and related assets$929,115,000213
Managed Assets ($)$870,507,000182
Non-managed Assets ($)$58,608,000307
Memoranda
Gross Fiduciary activities income$3,525,000260
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0357
Number of Managed Accounts$0349
Number of Non-Managed Accounts$0341
Total fiduciary and related assets$0357
Managed Assets ($)$0349
Non-managed Assets ($)$0341
Memoranda
Gross Fiduciary activities income$2,604,000263
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,146,000194
Number of Managed Accounts$1,029,000181
Number of Non-Managed Accounts$117,000183
Total fiduciary and related assets$829,916,000218
Managed Assets ($)$786,258,000188
Non-managed Assets ($)$43,658,000285
Memoranda
Gross Fiduciary activities income$1,726,000264
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,110,000200
Number of Managed Accounts$994,000186
Number of Non-Managed Accounts$116,000189
Total fiduciary and related assets$843,486,000214
Managed Assets ($)$799,614,000179
Non-managed Assets ($)$43,872,000290
Memoranda
Gross Fiduciary activities income$825,000265
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,075,000209
Number of Managed Accounts$960,000188
Number of Non-Managed Accounts$115,000246
Total fiduciary and related assets$845,731,000206
Managed Assets ($)$803,343,000173
Non-managed Assets ($)$42,388,000351
Memoranda
Gross Fiduciary activities income$3,456,000260
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,061,000206
Number of Managed Accounts$945,000190
Number of Non-Managed Accounts$116,000187
Total fiduciary and related assets$810,431,000224
Managed Assets ($)$770,095,000187
Non-managed Assets ($)$40,336,000297
Memoranda
Gross Fiduciary activities income$2,591,000261
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,033,000212
Number of Managed Accounts$933,000194
Number of Non-Managed Accounts$100,000199
Total fiduciary and related assets$755,891,000228
Managed Assets ($)$732,793,000190
Non-managed Assets ($)$23,098,000318
Memoranda
Gross Fiduciary activities income$1,727,000261
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$966,000227
Number of Managed Accounts$876,000200
Number of Non-Managed Accounts$90,000207
Total fiduciary and related assets$754,072,000223
Managed Assets ($)$723,309,000188
Non-managed Assets ($)$30,763,000306
Memoranda
Gross Fiduciary activities income$909,000257
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$975,000234
Number of Managed Accounts$874,000204
Number of Non-Managed Accounts$101,000266
Total fiduciary and related assets$768,744,000222
Managed Assets ($)$729,688,000188
Non-managed Assets ($)$39,056,000364
Memoranda
Gross Fiduciary activities income$3,243,000265
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$975,000222
Number of Managed Accounts$871,000201
Number of Non-Managed Accounts$104,000198
Total fiduciary and related assets$763,328,000222
Managed Assets ($)$727,789,000183
Non-managed Assets ($)$35,539,000300
Memoranda
Gross Fiduciary activities income$2,456,000263
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$919,000230
Number of Managed Accounts$822,000209
Number of Non-Managed Accounts$97,000200
Total fiduciary and related assets$741,230,000221
Managed Assets ($)$638,219,000199
Non-managed Assets ($)$103,011,000231
Memoranda
Gross Fiduciary activities income$1,602,000265
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$877,000237
Number of Managed Accounts$784,000212
Number of Non-Managed Accounts$93,000201
Total fiduciary and related assets$723,854,000222
Managed Assets ($)$614,800,000202
Non-managed Assets ($)$109,054,000224
Memoranda
Gross Fiduciary activities income$773,000273
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$798,000257
Number of Managed Accounts$704,000225
Number of Non-Managed Accounts$94,000284
Total fiduciary and related assets$707,505,000222
Managed Assets ($)$614,972,000200
Non-managed Assets ($)$92,533,000253
Memoranda
Gross Fiduciary activities income$2,668,000284
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$758,000252
Number of Managed Accounts$668,000234
Number of Non-Managed Accounts$90,000208
Total fiduciary and related assets$683,153,000226
Managed Assets ($)$598,019,000205
Non-managed Assets ($)$85,134,000238
Memoranda
Gross Fiduciary activities income$1,964,000288
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$699,000267
Number of Managed Accounts$551,000258
Number of Non-Managed Accounts$148,000173
Total fiduciary and related assets$648,676,000237
Managed Assets ($)$256,192,000321
Non-managed Assets ($)$392,484,000131
Memoranda
Gross Fiduciary activities income$1,305,000285
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$670,000272
Number of Managed Accounts$526,000265
Number of Non-Managed Accounts$144,000176
Total fiduciary and related assets$629,375,000239
Managed Assets ($)$245,622,000322
Non-managed Assets ($)$383,753,000131
Memoranda
Gross Fiduciary activities income$661,000284
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$644,000299
Number of Managed Accounts$480,000286
Number of Non-Managed Accounts$164,000217
Total fiduciary and related assets$591,035,000247
Managed Assets ($)$221,005,000348
Non-managed Assets ($)$370,030,000129
Memoranda
Gross Fiduciary activities income$2,586,000290
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$596,000282
Number of Managed Accounts$429,000285
Number of Non-Managed Accounts$167,000165
Total fiduciary and related assets$589,122,000244
Managed Assets ($)$221,772,000338
Non-managed Assets ($)$367,350,000132
Memoranda
Gross Fiduciary activities income$1,973,000293
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$618,000284
Number of Managed Accounts$453,000281
Number of Non-Managed Accounts$165,000163
Total fiduciary and related assets$639,706,000240
Managed Assets ($)$245,088,000328
Non-managed Assets ($)$394,618,000134
Memoranda
Gross Fiduciary activities income$1,234,000301
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$590,000289
Number of Managed Accounts$425,000287
Number of Non-Managed Accounts$165,000166
Total fiduciary and related assets$641,012,000245
Managed Assets ($)$237,234,000334
Non-managed Assets ($)$403,778,000135
Memoranda
Gross Fiduciary activities income$606,000304
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$588,000313
Number of Managed Accounts$418,000309
Number of Non-Managed Accounts$170,000215
Total fiduciary and related assets$659,311,000234
Managed Assets ($)$226,138,000347
Non-managed Assets ($)$433,173,000128
Memoranda
Gross Fiduciary activities income$2,175,000323
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$568,000298
Number of Managed Accounts$401,000295
Number of Non-Managed Accounts$167,000159
Total fiduciary and related assets$642,779,000242
Managed Assets ($)$237,810,000333
Non-managed Assets ($)$404,969,000126
Memoranda
Gross Fiduciary activities income$1,590,000323
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$538,000305
Number of Managed Accounts$367,000306
Number of Non-Managed Accounts$171,000155
Total fiduciary and related assets$629,711,000244
Managed Assets ($)$227,813,000337
Non-managed Assets ($)$401,898,000128
Memoranda
Gross Fiduciary activities income$1,015,000332
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$543,000305
Number of Managed Accounts$369,000308
Number of Non-Managed Accounts$174,000159
Total fiduciary and related assets$616,183,000240
Managed Assets ($)$222,784,000344
Non-managed Assets ($)$393,399,000125
Memoranda
Gross Fiduciary activities income$493,000336
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$539,000342
Number of Managed Accounts$364,000342
Number of Non-Managed Accounts$175,000217
Total fiduciary and related assets$600,265,000244
Managed Assets ($)$217,272,000348
Non-managed Assets ($)$382,993,000127
Memoranda
Gross Fiduciary activities income$1,852,000335
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$565,000294
Number of Managed Accounts$382,000291
Number of Non-Managed Accounts$183,000160
Total fiduciary and related assets$567,989,000247
Managed Assets ($)$217,727,000322
Non-managed Assets ($)$350,262,000131
Memoranda
Gross Fiduciary activities income$1,377,000337
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$528,000299
Number of Managed Accounts$341,000305
Number of Non-Managed Accounts$187,000160
Total fiduciary and related assets$585,332,000240
Managed Assets ($)$198,119,000330
Non-managed Assets ($)$387,213,000123
Memoranda
Gross Fiduciary activities income$916,000339
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$511,000306
Number of Managed Accounts$321,000312
Number of Non-Managed Accounts$190,000163
Total fiduciary and related assets$595,519,000234
Managed Assets ($)$199,322,000328
Non-managed Assets ($)$396,197,000125
Memoranda
Gross Fiduciary activities income$453,000337
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$490,000356
Number of Managed Accounts$297,000391
Number of Non-Managed Accounts$193,000216
Total fiduciary and related assets$593,554,000231
Managed Assets ($)$195,942,000341
Non-managed Assets ($)$397,612,000124
Memoranda
Gross Fiduciary activities income$1,720,000335
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$470,000308
Number of Managed Accounts$276,000322
Number of Non-Managed Accounts$194,000154
Total fiduciary and related assets$597,777,000228
Managed Assets ($)$196,229,000317
Non-managed Assets ($)$401,548,000120
Memoranda
Gross Fiduciary activities income$1,277,000336
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$450,000313
Number of Managed Accounts$258,000319
Number of Non-Managed Accounts$192,000157
Total fiduciary and related assets$591,043,000220
Managed Assets ($)$247,786,000293
Non-managed Assets ($)$343,257,000131
Memoranda
Gross Fiduciary activities income$867,000335
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$438,000313
Number of Managed Accounts$256,000317
Number of Non-Managed Accounts$182,000157
Total fiduciary and related assets$567,011,000228
Managed Assets ($)$239,522,000297
Non-managed Assets ($)$327,489,000127
Memoranda
Gross Fiduciary activities income$442,000329
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$433,000398
Number of Managed Accounts$245,000426
Number of Non-Managed Accounts$188,000218
Total fiduciary and related assets$599,372,000205
Managed Assets ($)$231,367,000303
Non-managed Assets ($)$368,005,000120
Memoranda
Gross Fiduciary activities income$1,543,000314
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$432,000317
Number of Managed Accounts$245,000318
Number of Non-Managed Accounts$187,000160
Total fiduciary and related assets$446,336,000245
Managed Assets ($)$221,321,000293
Non-managed Assets ($)$225,015,000146
Memoranda
Gross Fiduciary activities income$1,162,000314
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$423,000323
Number of Managed Accounts$237,000322
Number of Non-Managed Accounts$186,000165
Total fiduciary and related assets$428,836,000265
Managed Assets ($)$224,830,000302
Non-managed Assets ($)$204,006,000157
Memoranda
Gross Fiduciary activities income$803,000311
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$424,000326
Number of Managed Accounts$227,000332
Number of Non-Managed Accounts$197,000161
Total fiduciary and related assets$407,938,000271
Managed Assets ($)$228,827,000307
Non-managed Assets ($)$179,111,000173
Memoranda
Gross Fiduciary activities income$441,000291
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$419,000420
Number of Managed Accounts$220,000465
Number of Non-Managed Accounts$199,000220
Total fiduciary and related assets$416,652,000264
Managed Assets ($)$218,181,000318
Non-managed Assets ($)$198,471,000167
Memoranda
Gross Fiduciary activities income$1,471,000318
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$386,000321
Number of Managed Accounts$188,000326
Number of Non-Managed Accounts$198,000160
Total fiduciary and related assets$369,478,000269
Managed Assets ($)$196,985,000300
Non-managed Assets ($)$172,493,000176
Memoranda
Gross Fiduciary activities income$1,087,000322
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$398,000319
Number of Managed Accounts$190,000327
Number of Non-Managed Accounts$208,000154
Total fiduciary and related assets$384,282,000257
Managed Assets ($)$199,781,000293
Non-managed Assets ($)$184,501,000165
Memoranda
Gross Fiduciary activities income$740,000322
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$368,000328
Number of Managed Accounts$242,000316
Number of Non-Managed Accounts$126,000195
Total fiduciary and related assets$355,610,000273
Managed Assets ($)$287,633,000263
Non-managed Assets ($)$67,977,000247
Memoranda
Gross Fiduciary activities income$395,000304
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$356,000462
Number of Managed Accounts$230,000463
Number of Non-Managed Accounts$126,000295
Total fiduciary and related assets$376,116,000267
Managed Assets ($)$310,044,000247
Non-managed Assets ($)$66,072,000282
Memoranda
Gross Fiduciary activities income$1,401,000314
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$356,000323
Number of Managed Accounts$233,000307
Number of Non-Managed Accounts$123,000194
Total fiduciary and related assets$343,253,000277
Managed Assets ($)$279,992,000259
Non-managed Assets ($)$63,261,000234
Memoranda
Gross Fiduciary activities income$1,053,000311
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$364,000330
Number of Managed Accounts$237,000312
Number of Non-Managed Accounts$127,000201
Total fiduciary and related assets$312,369,000287
Managed Assets ($)$252,220,000265
Non-managed Assets ($)$60,149,000232
Memoranda
Gross Fiduciary activities income$717,000311
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$373,000326
Number of Managed Accounts$244,000312
Number of Non-Managed Accounts$129,000196
Total fiduciary and related assets$349,210,000273
Managed Assets ($)$294,589,000239
Non-managed Assets ($)$54,621,000234
Memoranda
Gross Fiduciary activities income$378,000297
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$424,000424
Number of Managed Accounts$253,000443
Number of Non-Managed Accounts$171,000249
Total fiduciary and related assets$335,725,000284
Managed Assets ($)$265,474,000260
Non-managed Assets ($)$70,251,000258
Memoranda
Gross Fiduciary activities income$1,530,000312
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$380,000341
Number of Managed Accounts$247,000330
Number of Non-Managed Accounts$133,000202
Total fiduciary and related assets$333,686,000293
Managed Assets ($)$277,504,000261
Non-managed Assets ($)$56,182,000264
Memoranda
Gross Fiduciary activities income$1,121,000321
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$342,000358
Number of Managed Accounts$210,000348
Number of Non-Managed Accounts$132,000206
Total fiduciary and related assets$299,060,000321
Managed Assets ($)$241,435,000297
Non-managed Assets ($)$57,625,000271
Memoranda
Gross Fiduciary activities income$726,000336
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$349,000357
Number of Managed Accounts$216,000349
Number of Non-Managed Accounts$133,000202
Total fiduciary and related assets$299,441,000330
Managed Assets ($)$242,612,000303
Non-managed Assets ($)$56,829,000272
Memoranda
Gross Fiduciary activities income$366,000335
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$396,000451
Number of Managed Accounts$200,000526
Number of Non-Managed Accounts$196,000241
Total fiduciary and related assets$262,484,000357
Managed Assets ($)$193,426,000371
Non-managed Assets ($)$69,058,000299
Memoranda
Gross Fiduciary activities income$1,281,000366
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities income$939,000364
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$608,000376
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$307,000375
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$359,000458
Number of Managed Accounts$232,000468
Number of Non-Managed Accounts$127,000319
Total fiduciary and related assets$234,847,000387
Managed Assets ($)$189,697,000367
Non-managed Assets ($)$45,150,000365
Memoranda
Gross Fiduciary activities income$1,111,000370
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$819,000372
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$540,000381
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$277,000373
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$354,000477
Number of Managed Accounts$192,000549
Number of Non-Managed Accounts$162,000292
Total fiduciary and related assets$196,177,000421
Managed Assets ($)$150,010,000398
Non-managed Assets ($)$46,167,000353
Memoranda
Gross Fiduciary activities income$983,000391
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$708,000397
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$480,000396
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$251,000392
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$290,000542
Number of Managed Accounts$181,000556
Number of Non-Managed Accounts$109,000389
Total fiduciary and related assets$163,444,000449
Managed Assets ($)$134,852,000404
Non-managed Assets ($)$28,592,000437
Memoranda
Gross Fiduciary activities income$818,000422
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$593,000429
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$397,000430
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$193,000441
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$295,000547
Number of Managed Accounts$188,000554
Number of Non-Managed Accounts$107,000417
Total fiduciary and related assets$110,734,000540
Managed Assets ($)$86,255,000503
Non-managed Assets ($)$24,479,000470
Memoranda
Gross Fiduciary activities income$679,000470
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$483,000487
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$307,000506
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$156,000510
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$285,000584
Number of Managed Accounts$183,000585
Number of Non-Managed Accounts$102,000426
Total fiduciary and related assets$87,319,000607
Managed Assets ($)$66,788,000573
Non-managed Assets ($)$20,531,000502
Memoranda
Gross Fiduciary activities income$630,000497
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$263,000581
Number of Managed Accounts$167,000586
Number of Non-Managed Accounts$96,000416
Total fiduciary and related assets$197,745,000402
Managed Assets ($)$178,804,000349
Non-managed Assets ($)$18,941,000519
Memoranda
Gross Fiduciary activities income$680,000502
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$554,000568
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$421,000689
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$306,000774
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$245,000853
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$209,000952
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$206,000997
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$183,0001,039
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$182,0001,075
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$150,0001,153