Home > First Victoria National Bank > Fiduciary and Related Services
First Victoria National Bank, Fiduciary and Related Services
| 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 | $852,000 | 230 |
| Number of Managed Accounts | $739,000 | 206 |
| Number of Non-Managed Accounts | $113,000 | 199 |
| Total fiduciary and related assets | $631,424,000 | 230 |
| Managed Assets ($) | $580,520,000 | 181 |
| Non-managed Assets ($) | $50,904,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,120,000 | 202 |
| 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 | $855,000 | 227 |
| Number of Managed Accounts | $739,000 | 199 |
| Number of Non-Managed Accounts | $116,000 | 196 |
| Total fiduciary and related assets | $622,760,000 | 224 |
| Managed Assets ($) | $574,186,000 | 176 |
| Non-managed Assets ($) | $48,574,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,137,000 | 201 |
| 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 | $838,000 | 234 |
| Number of Managed Accounts | $727,000 | 201 |
| Number of Non-Managed Accounts | $111,000 | 204 |
| Total fiduciary and related assets | $608,254,000 | 230 |
| Managed Assets ($) | $565,164,000 | 182 |
| Non-managed Assets ($) | $43,090,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $992,000 | 209 |
| 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 | $832,000 | 252 |
| Number of Managed Accounts | $723,000 | 208 |
| Number of Non-Managed Accounts | $109,000 | 302 |
| Total fiduciary and related assets | $554,851,000 | 241 |
| Managed Assets ($) | $513,747,000 | 188 |
| Non-managed Assets ($) | $41,104,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,391,000 | 225 |
| 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 | $815,000 | 235 |
| Number of Managed Accounts | $710,000 | 205 |
| Number of Non-Managed Accounts | $105,000 | 200 |
| Total fiduciary and related assets | $551,451,000 | 238 |
| Managed Assets ($) | $508,727,000 | 193 |
| Non-managed Assets ($) | $42,724,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 224 |
| 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 | $825,000 | 232 |
| Number of Managed Accounts | $718,000 | 199 |
| Number of Non-Managed Accounts | $107,000 | 199 |
| Total fiduciary and related assets | $516,606,000 | 241 |
| Managed Assets ($) | $474,175,000 | 193 |
| Non-managed Assets ($) | $42,431,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,567,000 | 232 |
| 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 | $832,000 | 232 |
| Number of Managed Accounts | $728,000 | 195 |
| Number of Non-Managed Accounts | $104,000 | 198 |
| Total fiduciary and related assets | $528,301,000 | 235 |
| Managed Assets ($) | $484,270,000 | 196 |
| Non-managed Assets ($) | $44,031,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 230 |
| 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 | $834,000 | 247 |
| Number of Managed Accounts | $733,000 | 200 |
| Number of Non-Managed Accounts | $101,000 | 318 |
| Total fiduciary and related assets | $563,102,000 | 218 |
| Managed Assets ($) | $520,401,000 | 173 |
| Non-managed Assets ($) | $42,701,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,223,000 | 193 |
| 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 | $842,000 | 226 |
| Number of Managed Accounts | $744,000 | 190 |
| Number of Non-Managed Accounts | $98,000 | 202 |
| Total fiduciary and related assets | $477,581,000 | 233 |
| Managed Assets ($) | $435,669,000 | 192 |
| Non-managed Assets ($) | $41,912,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,422,000 | 193 |
| 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 | $839,000 | 228 |
| Number of Managed Accounts | $747,000 | 192 |
| Number of Non-Managed Accounts | $92,000 | 211 |
| Total fiduciary and related assets | $513,836,000 | 233 |
| Managed Assets ($) | $474,074,000 | 187 |
| Non-managed Assets ($) | $39,762,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 192 |
| 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 | $840,000 | 230 |
| Number of Managed Accounts | $761,000 | 185 |
| Number of Non-Managed Accounts | $79,000 | 224 |
| Total fiduciary and related assets | $522,597,000 | 233 |
| Managed Assets ($) | $483,226,000 | 183 |
| Non-managed Assets ($) | $39,371,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $852,000 | 192 |
| 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 | $812,000 | 259 |
| Number of Managed Accounts | $736,000 | 203 |
| Number of Non-Managed Accounts | $76,000 | 395 |
| Total fiduciary and related assets | $505,896,000 | 237 |
| Managed Assets ($) | $467,839,000 | 186 |
| Non-managed Assets ($) | $38,057,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,117,000 | 196 |
| 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 | $820,000 | 235 |
| Number of Managed Accounts | $744,000 | 187 |
| Number of Non-Managed Accounts | $76,000 | 226 |
| Total fiduciary and related assets | $484,831,000 | 240 |
| Managed Assets ($) | $444,244,000 | 186 |
| Non-managed Assets ($) | $40,587,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,356,000 | 194 |
| 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 | $833,000 | 234 |
| Number of Managed Accounts | $750,000 | 187 |
| Number of Non-Managed Accounts | $83,000 | 223 |
| Total fiduciary and related assets | $467,831,000 | 235 |
| Managed Assets ($) | $428,174,000 | 189 |
| Non-managed Assets ($) | $39,657,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,586,000 | 195 |
| 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 | $808,000 | 239 |
| Number of Managed Accounts | $735,000 | 192 |
| Number of Non-Managed Accounts | $73,000 | 236 |
| Total fiduciary and related assets | $472,043,000 | 242 |
| Managed Assets ($) | $435,742,000 | 193 |
| Non-managed Assets ($) | $36,301,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $834,000 | 186 |
| 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 | $824,000 | 263 |
| Number of Managed Accounts | $748,000 | 200 |
| Number of Non-Managed Accounts | $76,000 | 411 |
| Total fiduciary and related assets | $464,803,000 | 243 |
| Managed Assets ($) | $426,180,000 | 199 |
| Non-managed Assets ($) | $38,623,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,767,000 | 206 |
| 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 | $739,000 | 253 |
| Number of Managed Accounts | $734,000 | 195 |
| Number of Non-Managed Accounts | $5,000 | 362 |
| Total fiduciary and related assets | $429,667,000 | 253 |
| Managed Assets ($) | $413,982,000 | 204 |
| Non-managed Assets ($) | $15,685,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 206 |
| 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 | $701,000 | 261 |
| Number of Managed Accounts | $677,000 | 210 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $382,616,000 | 266 |
| Managed Assets ($) | $367,540,000 | 218 |
| Non-managed Assets ($) | $15,076,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,340,000 | 208 |
| 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 | $718,000 | 254 |
| Number of Managed Accounts | $654,000 | 215 |
| Number of Non-Managed Accounts | $64,000 | 243 |
| Total fiduciary and related assets | $386,490,000 | 258 |
| Managed Assets ($) | $330,024,000 | 224 |
| Non-managed Assets ($) | $56,466,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 207 |
| 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 | $755,000 | 282 |
| Number of Managed Accounts | $691,000 | 219 |
| Number of Non-Managed Accounts | $64,000 | 482 |
| Total fiduciary and related assets | $414,030,000 | 253 |
| Managed Assets ($) | $358,110,000 | 220 |
| Non-managed Assets ($) | $55,920,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,911,000 | 214 |
| 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 | $732,000 | 252 |
| Number of Managed Accounts | $670,000 | 208 |
| Number of Non-Managed Accounts | $62,000 | 262 |
| Total fiduciary and related assets | $440,719,000 | 260 |
| Managed Assets ($) | $378,280,000 | 219 |
| Non-managed Assets ($) | $62,439,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,210,000 | 216 |
| 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 | $713,000 | 263 |
| Number of Managed Accounts | $675,000 | 211 |
| Number of Non-Managed Accounts | $38,000 | 303 |
| Total fiduciary and related assets | $458,608,000 | 265 |
| Managed Assets ($) | $399,919,000 | 222 |
| Non-managed Assets ($) | $58,689,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,474,000 | 220 |
| 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 | $711,000 | 267 |
| Number of Managed Accounts | $669,000 | 213 |
| Number of Non-Managed Accounts | $42,000 | 297 |
| Total fiduciary and related assets | $461,431,000 | 272 |
| Managed Assets ($) | $406,166,000 | 223 |
| Non-managed Assets ($) | $55,265,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 226 |
| 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 | $709,000 | 294 |
| Number of Managed Accounts | $677,000 | 222 |
| Number of Non-Managed Accounts | $32,000 | 667 |
| Total fiduciary and related assets | $463,959,000 | 279 |
| Managed Assets ($) | $410,683,000 | 223 |
| Non-managed Assets ($) | $53,276,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,745,000 | 229 |
| 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 | $714,000 | 258 |
| Number of Managed Accounts | $682,000 | 210 |
| Number of Non-Managed Accounts | $32,000 | 309 |
| Total fiduciary and related assets | $466,311,000 | 278 |
| Managed Assets ($) | $414,149,000 | 224 |
| Non-managed Assets ($) | $52,162,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,023,000 | 229 |
| 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 | $707,000 | 263 |
| Number of Managed Accounts | $675,000 | 214 |
| Number of Non-Managed Accounts | $32,000 | 317 |
| Total fiduciary and related assets | $442,969,000 | 289 |
| Managed Assets ($) | $394,184,000 | 233 |
| Non-managed Assets ($) | $48,785,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,314,000 | 241 |
| 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 | $695,000 | 267 |
| Number of Managed Accounts | $667,000 | 214 |
| Number of Non-Managed Accounts | $28,000 | 326 |
| Total fiduciary and related assets | $415,035,000 | 293 |
| Managed Assets ($) | $376,247,000 | 232 |
| Non-managed Assets ($) | $38,788,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $634,000 | 244 |
| 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 | $673,000 | 305 |
| Number of Managed Accounts | $646,000 | 230 |
| Number of Non-Managed Accounts | $27,000 | 715 |
| Total fiduciary and related assets | $379,442,000 | 300 |
| Managed Assets ($) | $342,307,000 | 248 |
| Non-managed Assets ($) | $37,135,000 | 409 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,540,000 | 226 |
| 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 | $670,000 | 278 |
| Number of Managed Accounts | $641,000 | 222 |
| Number of Non-Managed Accounts | $29,000 | 319 |
| Total fiduciary and related assets | $355,821,000 | 308 |
| Managed Assets ($) | $321,291,000 | 261 |
| Non-managed Assets ($) | $34,530,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,902,000 | 233 |
| 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 | $670,000 | 280 |
| Number of Managed Accounts | $641,000 | 226 |
| Number of Non-Managed Accounts | $29,000 | 329 |
| Total fiduciary and related assets | $348,977,000 | 314 |
| Managed Assets ($) | $316,071,000 | 263 |
| Non-managed Assets ($) | $32,906,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,287,000 | 240 |
| 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 | $664,000 | 282 |
| Number of Managed Accounts | $636,000 | 226 |
| Number of Non-Managed Accounts | $28,000 | 332 |
| Total fiduciary and related assets | $350,606,000 | 310 |
| Managed Assets ($) | $318,891,000 | 256 |
| Non-managed Assets ($) | $31,715,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $674,000 | 233 |
| 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 | $651,000 | 314 |
| Number of Managed Accounts | $623,000 | 242 |
| Number of Non-Managed Accounts | $28,000 | 733 |
| Total fiduciary and related assets | $340,046,000 | 317 |
| Managed Assets ($) | $308,971,000 | 260 |
| Non-managed Assets ($) | $31,075,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 259 |
| 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 | $637,000 | 274 |
| Number of Managed Accounts | $608,000 | 227 |
| Number of Non-Managed Accounts | $29,000 | 324 |
| Total fiduciary and related assets | $321,655,000 | 319 |
| Managed Assets ($) | $295,605,000 | 264 |
| Non-managed Assets ($) | $26,050,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,634,000 | 253 |
| 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 | $628,000 | 281 |
| Number of Managed Accounts | $601,000 | 228 |
| Number of Non-Managed Accounts | $27,000 | 342 |
| Total fiduciary and related assets | $297,218,000 | 332 |
| Managed Assets ($) | $273,842,000 | 274 |
| Non-managed Assets ($) | $23,376,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,076,000 | 256 |
| 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 | $636,000 | 282 |
| Number of Managed Accounts | $610,000 | 228 |
| Number of Non-Managed Accounts | $26,000 | 342 |
| Total fiduciary and related assets | $290,202,000 | 333 |
| Managed Assets ($) | $267,748,000 | 279 |
| Non-managed Assets ($) | $22,454,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 246 |
| 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 | $640,000 | 312 |
| Number of Managed Accounts | $617,000 | 233 |
| Number of Non-Managed Accounts | $23,000 | 800 |
| Total fiduciary and related assets | $293,122,000 | 339 |
| Managed Assets ($) | $272,062,000 | 278 |
| Non-managed Assets ($) | $21,060,000 | 495 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 244 |
| 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 | $644,000 | 273 |
| Number of Managed Accounts | $621,000 | 220 |
| Number of Non-Managed Accounts | $23,000 | 347 |
| Total fiduciary and related assets | $291,533,000 | 329 |
| Managed Assets ($) | $271,578,000 | 266 |
| Non-managed Assets ($) | $19,955,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,646,000 | 248 |
| 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 | $643,000 | 275 |
| Number of Managed Accounts | $617,000 | 221 |
| Number of Non-Managed Accounts | $26,000 | 350 |
| Total fiduciary and related assets | $284,094,000 | 334 |
| Managed Assets ($) | $264,486,000 | 267 |
| Non-managed Assets ($) | $19,608,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 240 |
| 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 | $653,000 | 272 |
| Number of Managed Accounts | $624,000 | 222 |
| Number of Non-Managed Accounts | $29,000 | 350 |
| Total fiduciary and related assets | $291,567,000 | 332 |
| Managed Assets ($) | $270,387,000 | 265 |
| Non-managed Assets ($) | $21,180,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $553,000 | 250 |
| 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 | $646,000 | 325 |
| Number of Managed Accounts | $619,000 | 245 |
| Number of Non-Managed Accounts | $27,000 | 785 |
| Total fiduciary and related assets | $288,877,000 | 342 |
| Managed Assets ($) | $268,384,000 | 268 |
| Non-managed Assets ($) | $20,493,000 | 510 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 259 |
| 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 | $647,000 | 287 |
| Number of Managed Accounts | $620,000 | 229 |
| Number of Non-Managed Accounts | $27,000 | 359 |
| Total fiduciary and related assets | $279,807,000 | 343 |
| Managed Assets ($) | $260,685,000 | 268 |
| Non-managed Assets ($) | $19,122,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 272 |
| 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 | $646,000 | 293 |
| Number of Managed Accounts | $620,000 | 230 |
| Number of Non-Managed Accounts | $26,000 | 364 |
| Total fiduciary and related assets | $276,907,000 | 349 |
| Managed Assets ($) | $258,219,000 | 272 |
| Non-managed Assets ($) | $18,688,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $957,000 | 283 |
| 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 | $658,000 | 293 |
| Number of Managed Accounts | $634,000 | 238 |
| Number of Non-Managed Accounts | $24,000 | 376 |
| Total fiduciary and related assets | $267,292,000 | 353 |
| Managed Assets ($) | $251,110,000 | 278 |
| Non-managed Assets ($) | $16,182,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 295 |
| 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 | $656,000 | 336 |
| Number of Managed Accounts | $633,000 | 253 |
| Number of Non-Managed Accounts | $23,000 | 830 |
| Total fiduciary and related assets | $270,597,000 | 354 |
| Managed Assets ($) | $254,336,000 | 278 |
| Non-managed Assets ($) | $16,261,000 | 552 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 285 |
| 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 | $721,000 | 305 |
| Number of Managed Accounts | $653,000 | 240 |
| Number of Non-Managed Accounts | $68,000 | 510 |
| Total fiduciary and related assets | $290,427,000 | 328 |
| Managed Assets ($) | $276,309,000 | 261 |
| Non-managed Assets ($) | $14,118,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,936,000 | 296 |
| 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 | $1,895,000 | 294 |
| 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 | $1,727,000 | 347 |
| 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 | $1,499,000 | 375 |
| 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 | $1,413,000 | 389 |
| 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 | $1,080,000 | 485 |
| 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 | $870,000 | 563 |
| 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 | $1,019,000 | 521 |
| 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 | $864,000 | 582 |
| 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 | $745,000 | 637 |