Home > First Bank & Trust > Fiduciary and Related Services
First Bank & Trust, Fiduciary and Related Services
| 2020-09-30 | 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 | $363,000 | 307 |
| Number of Managed Accounts | $262,000 | 301 |
| Number of Non-Managed Accounts | $101,000 | 184 |
| Total fiduciary and related assets | $459,660,000 | 278 |
| Managed Assets ($) | $257,991,000 | 296 |
| Non-managed Assets ($) | $201,669,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,154,000 | 386 |
| 2020-06-30 | 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 | $365,000 | 343 |
| Number of Managed Accounts | $261,000 | 346 |
| Number of Non-Managed Accounts | $104,000 | 192 |
| Total fiduciary and related assets | $423,869,000 | 310 |
| Managed Assets ($) | $255,224,000 | 331 |
| Non-managed Assets ($) | $168,645,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 400 |
| 2020-03-31 | 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 | $353,000 | 308 |
| Number of Managed Accounts | $250,000 | 304 |
| Number of Non-Managed Accounts | $103,000 | 186 |
| Total fiduciary and related assets | $404,291,000 | 281 |
| Managed Assets ($) | $232,872,000 | 296 |
| Non-managed Assets ($) | $171,419,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $353,000 | 411 |
| 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 | $363,000 | 407 |
| Number of Managed Accounts | $252,000 | 419 |
| Number of Non-Managed Accounts | $111,000 | 246 |
| Total fiduciary and related assets | $433,818,000 | 309 |
| Managed Assets ($) | $258,086,000 | 336 |
| Non-managed Assets ($) | $175,732,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,314,000 | 414 |
| 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 | $351,000 | 315 |
| Number of Managed Accounts | $239,000 | 311 |
| Number of Non-Managed Accounts | $112,000 | 180 |
| Total fiduciary and related assets | $418,432,000 | 287 |
| Managed Assets ($) | $243,874,000 | 303 |
| Non-managed Assets ($) | $174,558,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 421 |
| 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 | $345,000 | 347 |
| Number of Managed Accounts | $230,000 | 346 |
| Number of Non-Managed Accounts | $115,000 | 185 |
| Total fiduciary and related assets | $407,491,000 | 309 |
| Managed Assets ($) | $232,076,000 | 337 |
| Non-managed Assets ($) | $175,415,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 428 |
| 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 | $340,000 | 349 |
| Number of Managed Accounts | $222,000 | 350 |
| Number of Non-Managed Accounts | $118,000 | 188 |
| Total fiduciary and related assets | $383,120,000 | 322 |
| Managed Assets ($) | $203,476,000 | 347 |
| Non-managed Assets ($) | $179,644,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $291,000 | 435 |
| 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 | $314,000 | 445 |
| Number of Managed Accounts | $204,000 | 469 |
| Number of Non-Managed Accounts | $110,000 | 250 |
| Total fiduciary and related assets | $367,857,000 | 316 |
| Managed Assets ($) | $189,026,000 | 373 |
| Non-managed Assets ($) | $178,831,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 439 |
| 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 | $263,000 | 367 |
| Number of Managed Accounts | $163,000 | 364 |
| Number of Non-Managed Accounts | $100,000 | 198 |
| Total fiduciary and related assets | $359,317,000 | 342 |
| Managed Assets ($) | $187,577,000 | 358 |
| Non-managed Assets ($) | $171,740,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 435 |
| 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 | $254,000 | 374 |
| Number of Managed Accounts | $159,000 | 367 |
| Number of Non-Managed Accounts | $95,000 | 205 |
| Total fiduciary and related assets | $341,712,000 | 347 |
| Managed Assets ($) | $180,060,000 | 362 |
| Non-managed Assets ($) | $161,652,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $577,000 | 437 |
| 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 | $252,000 | 376 |
| Number of Managed Accounts | $156,000 | 368 |
| Number of Non-Managed Accounts | $96,000 | 205 |
| Total fiduciary and related assets | $318,442,000 | 352 |
| Managed Assets ($) | $155,423,000 | 367 |
| Non-managed Assets ($) | $163,019,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $287,000 | 440 |
| 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 | $254,000 | 500 |
| Number of Managed Accounts | $160,000 | 529 |
| Number of Non-Managed Accounts | $94,000 | 278 |
| Total fiduciary and related assets | $315,789,000 | 356 |
| Managed Assets ($) | $154,845,000 | 419 |
| Non-managed Assets ($) | $160,944,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 440 |
| 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 | $253,000 | 370 |
| Number of Managed Accounts | $160,000 | 365 |
| Number of Non-Managed Accounts | $93,000 | 203 |
| Total fiduciary and related assets | $309,658,000 | 353 |
| Managed Assets ($) | $151,649,000 | 363 |
| Non-managed Assets ($) | $158,009,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 447 |
| 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 | $254,000 | 371 |
| Number of Managed Accounts | $161,000 | 367 |
| Number of Non-Managed Accounts | $93,000 | 201 |
| Total fiduciary and related assets | $288,226,000 | 357 |
| Managed Assets ($) | $148,989,000 | 363 |
| Non-managed Assets ($) | $139,237,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 440 |
| 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 | $252,000 | 374 |
| Number of Managed Accounts | $158,000 | 370 |
| Number of Non-Managed Accounts | $94,000 | 200 |
| Total fiduciary and related assets | $278,545,000 | 365 |
| Managed Assets ($) | $147,804,000 | 365 |
| Non-managed Assets ($) | $130,741,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,000 | 448 |
| 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 | $255,000 | 501 |
| Number of Managed Accounts | $159,000 | 540 |
| Number of Non-Managed Accounts | $96,000 | 280 |
| Total fiduciary and related assets | $268,114,000 | 375 |
| Managed Assets ($) | $145,756,000 | 426 |
| Non-managed Assets ($) | $122,358,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 470 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $681,000 | 471 |
| 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 | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 476 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,000 | 483 |
| 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 | $209,000 | 568 |
| Number of Managed Accounts | $130,000 | 582 |
| Number of Non-Managed Accounts | $79,000 | 326 |
| Total fiduciary and related assets | $180,253,000 | 442 |
| Managed Assets ($) | $101,982,000 | 499 |
| Non-managed Assets ($) | $78,271,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 523 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $553,000 | 524 |
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 527 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 532 |
| 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 | $203,000 | 590 |
| Number of Managed Accounts | $126,000 | 597 |
| Number of Non-Managed Accounts | $77,000 | 347 |
| Total fiduciary and related assets | $170,646,000 | 463 |
| Managed Assets ($) | $107,172,000 | 501 |
| Non-managed Assets ($) | $63,474,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 535 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 537 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $338,000 | 548 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 547 |
| 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 | $219,000 | 567 |
| Number of Managed Accounts | $131,000 | 596 |
| Number of Non-Managed Accounts | $88,000 | 333 |
| Total fiduciary and related assets | $168,121,000 | 458 |
| Managed Assets ($) | $129,261,000 | 446 |
| Non-managed Assets ($) | $38,860,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000 | 523 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 521 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $364,000 | 528 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $215,000 | 499 |
| 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 | $242,000 | 533 |
| Number of Managed Accounts | $125,000 | 609 |
| Number of Non-Managed Accounts | $117,000 | 290 |
| Total fiduciary and related assets | $157,799,000 | 465 |
| Managed Assets ($) | $137,815,000 | 414 |
| Non-managed Assets ($) | $19,984,000 | 490 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 561 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $439,000 | 569 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $278,000 | 586 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,000 | 599 |
| 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 | $298,000 | 484 |
| Number of Managed Accounts | $126,000 | 594 |
| Number of Non-Managed Accounts | $172,000 | 229 |
| Total fiduciary and related assets | $155,691,000 | 444 |
| Managed Assets ($) | $132,506,000 | 403 |
| Non-managed Assets ($) | $23,185,000 | 457 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 548 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 552 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 542 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 515 |
| 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 | $354,000 | 457 |
| Number of Managed Accounts | $124,000 | 618 |
| Number of Non-Managed Accounts | $230,000 | 193 |
| Total fiduciary and related assets | $167,210,000 | 449 |
| Managed Assets ($) | $105,648,000 | 465 |
| Non-managed Assets ($) | $61,562,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 514 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 522 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 526 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,000 | 529 |
| 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 | $166,000 | 686 |
| Number of Managed Accounts | $142,000 | 589 |
| Number of Non-Managed Accounts | $24,000 | 728 |
| Total fiduciary and related assets | $153,457,000 | 459 |
| Managed Assets ($) | $103,644,000 | 459 |
| Non-managed Assets ($) | $49,813,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 423 |
| 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 | $193,000 | 358 |
| Number of Managed Accounts | $173,000 | 327 |
| Number of Non-Managed Accounts | $20,000 | 316 |
| Total fiduciary and related assets | $171,735,000 | 348 |
| Managed Assets ($) | $125,508,000 | 320 |
| Non-managed Assets ($) | $46,227,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 422 |
| 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 | $208,000 | 366 |
| Number of Managed Accounts | $193,000 | 326 |
| Number of Non-Managed Accounts | $15,000 | 338 |
| Total fiduciary and related assets | $169,908,000 | 351 |
| Managed Assets ($) | $137,019,000 | 321 |
| Non-managed Assets ($) | $32,889,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $474,000 | 400 |
| 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 | $224,000 | 362 |
| Number of Managed Accounts | $214,000 | 319 |
| Number of Non-Managed Accounts | $10,000 | 351 |
| Total fiduciary and related assets | $1,723,746,000 | 107 |
| Managed Assets ($) | $1,691,560,000 | 80 |
| Non-managed Assets ($) | $32,186,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 430 |
| 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 | $228,000 | 617 |
| Number of Managed Accounts | $216,000 | 495 |
| Number of Non-Managed Accounts | $12,000 | 878 |
| Total fiduciary and related assets | $4,362,358,000 | 72 |
| Managed Assets ($) | $4,328,944,000 | 51 |
| Non-managed Assets ($) | $33,414,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 438 |
| 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 | $235,000 | 382 |
| Number of Managed Accounts | $220,000 | 341 |
| Number of Non-Managed Accounts | $15,000 | 351 |
| Total fiduciary and related assets | $8,312,116,000 | 59 |
| Managed Assets ($) | $8,276,393,000 | 43 |
| Non-managed Assets ($) | $35,723,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 435 |
| 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 | $235,000 | 387 |
| Number of Managed Accounts | $220,000 | 347 |
| Number of Non-Managed Accounts | $15,000 | 356 |
| Total fiduciary and related assets | $9,290,109,000 | 63 |
| Managed Assets ($) | $9,253,986,000 | 46 |
| Non-managed Assets ($) | $36,123,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $457,000 | 444 |
| 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 | $236,000 | 389 |
| Number of Managed Accounts | $221,000 | 347 |
| Number of Non-Managed Accounts | $15,000 | 364 |
| Total fiduciary and related assets | $8,126,894,000 | 66 |
| Managed Assets ($) | $8,091,121,000 | 45 |
| Non-managed Assets ($) | $35,773,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $237,000 | 436 |
| 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 | $237,000 | 601 |
| Number of Managed Accounts | $221,000 | 489 |
| Number of Non-Managed Accounts | $16,000 | 827 |
| Total fiduciary and related assets | $6,234,930,000 | 71 |
| Managed Assets ($) | $6,193,468,000 | 51 |
| Non-managed Assets ($) | $41,462,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 442 |
| 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 | $185,000 | 380 |
| Number of Managed Accounts | $173,000 | 353 |
| Number of Non-Managed Accounts | $12,000 | 366 |
| Total fiduciary and related assets | $5,055,035,000 | 75 |
| Managed Assets ($) | $5,013,508,000 | 54 |
| Non-managed Assets ($) | $41,527,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 454 |
| 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 | $177,000 | 388 |
| Number of Managed Accounts | $165,000 | 358 |
| Number of Non-Managed Accounts | $12,000 | 372 |
| Total fiduciary and related assets | $4,972,877,000 | 77 |
| Managed Assets ($) | $4,931,158,000 | 54 |
| Non-managed Assets ($) | $41,719,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $421,000 | 468 |
| 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 | $173,000 | 393 |
| Number of Managed Accounts | $161,000 | 363 |
| Number of Non-Managed Accounts | $12,000 | 370 |
| Total fiduciary and related assets | $4,383,579,000 | 82 |
| Managed Assets ($) | $4,366,513,000 | 56 |
| Non-managed Assets ($) | $17,066,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,000 | 466 |
| 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 | $171,000 | 724 |
| Number of Managed Accounts | $158,000 | 596 |
| Number of Non-Managed Accounts | $13,000 | 888 |
| Total fiduciary and related assets | $3,994,234,000 | 85 |
| Managed Assets ($) | $3,977,325,000 | 58 |
| Non-managed Assets ($) | $16,909,000 | 559 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 490 |
| 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 | $153,000 | 379 |
| Number of Managed Accounts | $136,000 | 352 |
| Number of Non-Managed Accounts | $17,000 | 347 |
| Total fiduciary and related assets | $3,174,273,000 | 96 |
| Managed Assets ($) | $3,111,299,000 | 67 |
| Non-managed Assets ($) | $62,974,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 605 |
| 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 | $141,000 | 387 |
| Number of Managed Accounts | $126,000 | 359 |
| Number of Non-Managed Accounts | $15,000 | 357 |
| Total fiduciary and related assets | $2,271,512,000 | 116 |
| Managed Assets ($) | $2,211,645,000 | 82 |
| Non-managed Assets ($) | $59,867,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,000 | 739 |
| 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 | $134,000 | 399 |
| Number of Managed Accounts | $120,000 | 370 |
| Number of Non-Managed Accounts | $14,000 | 367 |
| Total fiduciary and related assets | $1,411,795,000 | 154 |
| Managed Assets ($) | $1,359,013,000 | 108 |
| Non-managed Assets ($) | $52,782,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 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 | $134,000 | 813 |
| Number of Managed Accounts | $120,000 | 694 |
| Number of Non-Managed Accounts | $14,000 | 914 |
| Total fiduciary and related assets | $1,340,338,000 | 157 |
| Managed Assets ($) | $1,293,643,000 | 112 |
| Non-managed Assets ($) | $46,695,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 530 |
| 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 | $129,000 | 392 |
| Number of Managed Accounts | $115,000 | 361 |
| Number of Non-Managed Accounts | $14,000 | 361 |
| Total fiduciary and related assets | $1,340,596,000 | 152 |
| Managed Assets ($) | $1,295,790,000 | 110 |
| Non-managed Assets ($) | $44,806,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $443,000 | 534 |
| 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 | $128,000 | 410 |
| Number of Managed Accounts | $113,000 | 378 |
| Number of Non-Managed Accounts | $15,000 | 374 |
| Total fiduciary and related assets | $1,341,252,000 | 150 |
| Managed Assets ($) | $1,297,447,000 | 106 |
| Non-managed Assets ($) | $43,805,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 512 |
| 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 | $130,000 | 412 |
| Number of Managed Accounts | $114,000 | 378 |
| Number of Non-Managed Accounts | $16,000 | 374 |
| Total fiduciary and related assets | $1,351,245,000 | 155 |
| Managed Assets ($) | $1,311,240,000 | 110 |
| Non-managed Assets ($) | $40,005,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $142,000 | 563 |
| 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 | $130,000 | 843 |
| Number of Managed Accounts | $113,000 | 719 |
| Number of Non-Managed Accounts | $17,000 | 872 |
| Total fiduciary and related assets | $1,322,992,000 | 157 |
| Managed Assets ($) | $1,273,478,000 | 110 |
| Non-managed Assets ($) | $49,514,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $519,000 | 564 |
| 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 | $126,000 | 402 |
| Number of Managed Accounts | $109,000 | 366 |
| Number of Non-Managed Accounts | $17,000 | 362 |
| Total fiduciary and related assets | $1,123,948,000 | 169 |
| Managed Assets ($) | $1,080,175,000 | 119 |
| Non-managed Assets ($) | $43,773,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $365,000 | 585 |
| 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 | $124,000 | 408 |
| Number of Managed Accounts | $106,000 | 375 |
| Number of Non-Managed Accounts | $18,000 | 371 |
| Total fiduciary and related assets | $1,035,984,000 | 175 |
| Managed Assets ($) | $993,282,000 | 122 |
| Non-managed Assets ($) | $42,702,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 584 |
| 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 | $114,000 | 417 |
| Number of Managed Accounts | $97,000 | 381 |
| Number of Non-Managed Accounts | $17,000 | 376 |
| Total fiduciary and related assets | $1,022,292,000 | 175 |
| Managed Assets ($) | $980,634,000 | 123 |
| Non-managed Assets ($) | $41,658,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,000 | 641 |
| 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 | $114,000 | 897 |
| Number of Managed Accounts | $94,000 | 790 |
| Number of Non-Managed Accounts | $20,000 | 845 |
| Total fiduciary and related assets | $526,200,000 | 253 |
| Managed Assets ($) | $54,921,000 | 632 |
| Non-managed Assets ($) | $471,279,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $521,000 | 553 |
| 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 | $118,000 | 422 |
| Number of Managed Accounts | $98,000 | 388 |
| Number of Non-Managed Accounts | $20,000 | 371 |
| Total fiduciary and related assets | $500,946,000 | 258 |
| Managed Assets ($) | $57,200,000 | 383 |
| Non-managed Assets ($) | $443,746,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 590 |
| 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 | $115,000 | 425 |
| Number of Managed Accounts | $95,000 | 393 |
| Number of Non-Managed Accounts | $20,000 | 378 |
| Total fiduciary and related assets | $102,248,000 | 408 |
| Managed Assets ($) | $61,157,000 | 381 |
| Non-managed Assets ($) | $41,091,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,000 | 671 |
| 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 | $118,000 | 437 |
| Number of Managed Accounts | $97,000 | 400 |
| Number of Non-Managed Accounts | $21,000 | 385 |
| Total fiduciary and related assets | $100,067,000 | 417 |
| Managed Assets ($) | $60,976,000 | 393 |
| Non-managed Assets ($) | $39,091,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,000 | 695 |
| 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 | $115,000 | 914 |
| Number of Managed Accounts | $94,000 | 801 |
| Number of Non-Managed Accounts | $21,000 | 849 |
| Total fiduciary and related assets | $101,162,000 | 570 |
| Managed Assets ($) | $60,645,000 | 605 |
| Non-managed Assets ($) | $40,517,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 654 |
| 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 | $95,000 | 930 |
| Number of Managed Accounts | $75,000 | 853 |
| Number of Non-Managed Accounts | $20,000 | 832 |
| Total fiduciary and related assets | $100,199,000 | 549 |
| Managed Assets ($) | $57,477,000 | 588 |
| Non-managed Assets ($) | $42,722,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 660 |
| 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 | $280,000 | 733 |
| 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 | $148,000 | 925 |
| 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 | $18,000 | 1,226 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |