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Horizon Financial Bank, Fiduciary and Related Services

2018-03-31Rank
Fiduciary powers granted$01,725
Fiduciary power exercised$01,283
Fiduciary or related activity$01,216
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0399
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0410
Managed Assets ($)$0398
Non-managed Assets ($)$0394
Memoranda
Gross Fiduciary activities income$01,003
2017-12-31Rank
Fiduciary powers granted$01,747
Fiduciary power exercised$01,294
Fiduciary or related activity$01,226
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,212
Number of Managed Accounts$01,139
Number of Non-Managed Accounts$0965
Total fiduciary and related assets$01,208
Managed Assets ($)$01,139
Non-managed Assets ($)$0958
Memoranda
Gross Fiduciary activities income$01,137
2017-09-30Rank
Fiduciary powers granted$01,762
Fiduciary power exercised$01,315
Fiduciary or related activity$01,245
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0401
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0401
Managed Assets ($)$0391
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$01,093
2017-06-30Rank
Fiduciary powers granted$01,775
Fiduciary power exercised$01,324
Fiduciary or related activity$01,254
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0403
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0403
Managed Assets ($)$0393
Non-managed Assets ($)$0386
Memoranda
Gross Fiduciary activities income$01,079
2017-03-31Rank
Fiduciary powers granted$01,785
Fiduciary power exercised$01,331
Fiduciary or related activity$01,257
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0406
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,045
2016-12-31Rank
Fiduciary powers granted$01,806
Fiduciary power exercised$01,344
Fiduciary or related activity$01,266
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,255
Number of Managed Accounts$01,181
Number of Non-Managed Accounts$0999
Total fiduciary and related assets$01,251
Managed Assets ($)$01,181
Non-managed Assets ($)$0989
Memoranda
Gross Fiduciary activities income$01,172
2016-09-30Rank
Fiduciary powers granted$01,823
Fiduciary power exercised$01,357
Fiduciary or related activity$01,276
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0402
Number of Non-Managed Accounts$0399
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,132
2016-06-30Rank
Fiduciary powers granted$01,836
Fiduciary power exercised$01,364
Fiduciary or related activity$01,280
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0419
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,122
2016-03-31Rank
Fiduciary powers granted$01,848
Fiduciary power exercised$01,365
Fiduciary or related activity$01,284
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,076
2015-12-31Rank
Fiduciary powers granted$01,858
Fiduciary power exercised$01,380
Fiduciary or related activity$01,298
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,287
Number of Managed Accounts$01,209
Number of Non-Managed Accounts$01,030
Total fiduciary and related assets$01,283
Managed Assets ($)$01,209
Non-managed Assets ($)$01,021
Memoranda
Gross Fiduciary activities income$01,209
2015-09-30Rank
Fiduciary powers granted$01,874
Fiduciary power exercised$01,396
Fiduciary or related activity$01,321
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0398
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,169
2015-06-30Rank
Fiduciary powers granted$01,891
Fiduciary power exercised$01,407
Fiduciary or related activity$01,331
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0420
Number of Managed Accounts$0405
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Non-managed Assets ($)$0401
Memoranda
Gross Fiduciary activities income$01,152
2015-03-31Rank
Fiduciary powers granted$01,902
Fiduciary power exercised$01,419
Fiduciary or related activity$01,341
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,118
2014-12-31Rank
Fiduciary powers granted$01,926
Fiduciary power exercised$01,438
Fiduciary or related activity$01,359
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,347
Number of Managed Accounts$01,260
Number of Non-Managed Accounts$01,082
Total fiduciary and related assets$01,343
Managed Assets ($)$01,260
Non-managed Assets ($)$01,074
Memoranda
Gross Fiduciary activities income$01,256
2014-09-30Rank
Fiduciary powers granted$01,945
Fiduciary power exercised$01,453
Fiduciary or related activity$01,375
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0402
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Non-managed Assets ($)$0400
Memoranda
Gross Fiduciary activities income$01,202
2014-06-30Rank
Fiduciary powers granted$01,961
Fiduciary power exercised$01,460
Fiduciary or related activity$01,383
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,182
2014-03-31Rank
Fiduciary powers granted$01,977
Fiduciary power exercised$01,465
Fiduciary or related activity$01,386
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0424
Number of Managed Accounts$0411
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$01,141
2013-12-31Rank
Fiduciary powers granted$01,992
Fiduciary power exercised$01,475
Fiduciary or related activity$01,398
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,388
Number of Managed Accounts$01,300
Number of Non-Managed Accounts$01,110
Total fiduciary and related assets$01,383
Managed Assets ($)$01,299
Non-managed Assets ($)$01,098
Memoranda
Gross Fiduciary activities income$01,299
2013-09-30Rank
Fiduciary powers granted$02,006
Fiduciary power exercised$01,490
Fiduciary or related activity$01,408
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,238
2013-06-30Rank
Fiduciary powers granted$02,016
Fiduciary power exercised$01,497
Fiduciary or related activity$01,413
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,226
2013-03-31Rank
Fiduciary powers granted$02,028
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0400
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,171
2012-12-31Rank
Fiduciary powers granted$02,036
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,418
Number of Managed Accounts$01,332
Number of Non-Managed Accounts$01,135
Total fiduciary and related assets$01,414
Managed Assets ($)$01,331
Non-managed Assets ($)$01,126
Memoranda
Gross Fiduciary activities income$01,334
2012-09-30Rank
Fiduciary powers granted$02,064
Fiduciary power exercised$01,540
Fiduciary or related activity$01,460
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$01,274
2012-06-30Rank
Fiduciary powers granted$02,072
Fiduciary power exercised$01,545
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$01,262
2012-03-31Rank
Fiduciary powers granted$02,083
Fiduciary power exercised$01,544
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$01,204
2011-12-31Rank
Fiduciary powers granted$02,104
Fiduciary power exercised$01,550
Fiduciary or related activity$01,476
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,466
Number of Managed Accounts$01,373
Number of Non-Managed Accounts$01,166
Total fiduciary and related assets$01,461
Managed Assets ($)$01,372
Non-managed Assets ($)$01,160
Memoranda
Gross Fiduciary activities income$01,311
2011-09-30Rank
Fiduciary powers granted$02,121
Fiduciary power exercised$01,576
Fiduciary or related activity$01,500
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities income$01,257
2011-06-30Rank
Fiduciary powers granted$02,140
Fiduciary power exercised$01,589
Fiduciary or related activity$01,512
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities income$01,239
2011-03-31Rank
Fiduciary powers granted$02,157
Fiduciary power exercised$01,606
Fiduciary or related activity$01,531
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,199
2010-12-31Rank
Fiduciary powers granted$02,183
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,541
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$01,219
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Non-managed Assets ($)$01,212
Memoranda
Gross Fiduciary activities income$01,380
2010-09-30Rank
Fiduciary powers granted$02,195
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,319
2010-06-30Rank
Fiduciary powers granted$02,202
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,300
2010-03-31Rank
Fiduciary powers granted$02,230
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities income$01,246
2009-12-31Rank
Fiduciary powers granted$02,244
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,585
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$01,248
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Non-managed Assets ($)$01,242
Memoranda
Gross Fiduciary activities income$01,390
2009-09-30Rank
Fiduciary powers granted$02,265
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$01,353
2009-06-30Rank
Fiduciary powers granted$02,285
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$01,340
2009-03-31Rank
Fiduciary powers granted$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,285
2008-12-31Rank
Fiduciary powers granted$02,321
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,622
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$01,251
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Non-managed Assets ($)$01,241
Memoranda
Gross Fiduciary activities income$01,441
2008-09-30Rank
Fiduciary powers granted$02,346
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities income$01,405
2008-06-30Rank
Fiduciary powers granted$02,370
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities income$01,395
2008-03-31Rank
Fiduciary powers granted$02,389
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$01,326
2007-12-31Rank
Fiduciary powers granted$02,411
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,688
Number of Managed Accounts$01,582
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Non-managed Assets ($)$01,291
Memoranda
Gross Fiduciary activities income$01,498
2007-09-30Rank
Fiduciary powers granted$02,428
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
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$01,458
2007-06-30Rank
Fiduciary powers granted$02,445
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
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$01,429
2007-03-31Rank
Fiduciary powers granted$02,453
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
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$01,355
2006-12-31Rank
Fiduciary powers granted$02,464
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,733
Number of Managed Accounts$01,625
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Non-managed Assets ($)$01,321
Memoranda
Gross Fiduciary activities income$01,523
2006-09-30Rank
Fiduciary powers granted$02,478
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
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$01,468
2006-06-30Rank
Fiduciary powers granted$02,497
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
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$01,458
2006-03-31Rank
Fiduciary powers granted$02,505
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
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$01,380
2005-12-31Rank
Fiduciary powers granted$02,516
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,788
Number of Managed Accounts$01,678
Number of Non-Managed Accounts$01,373
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Non-managed Assets ($)$01,365
Memoranda
Gross Fiduciary activities income$01,557
2005-09-30Rank
Fiduciary powers granted$02,529
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
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$01,504
2005-06-30Rank
Fiduciary powers granted$02,548
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
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$01,480
2005-03-31Rank
Fiduciary powers granted$02,569
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
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$01,418
2004-12-31Rank
Fiduciary powers granted$02,574
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,812
Number of Managed Accounts$01,698
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Non-managed Assets ($)$01,358
Memoranda
Gross Fiduciary activities income$01,582
2004-09-30Rank
Fiduciary powers granted$02,582
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
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$01,547
2004-06-30Rank
Fiduciary powers granted$02,602
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
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$01,518
2004-03-31Rank
Fiduciary powers granted$02,610
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
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$01,441
2003-12-31Rank
Fiduciary powers granted$02,631
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities income$01,641
2003-09-30Rank
Fiduciary powers granted$02,649
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
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$01,599
2003-06-30Rank
Fiduciary powers granted$02,665
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
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$01,577
2003-03-31Rank
Fiduciary powers granted$02,686
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
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$01,504
2002-12-31Rank
Fiduciary powers granted$02,699
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities income$01,713
2001-12-31Rank
Fiduciary powers granted$02,623
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed Accounts$01,766
Number of Non-Managed Accounts$01,385
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Non-managed Assets ($)$01,377
Memoranda
Gross Fiduciary activities income$01,731
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA
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 incomeNANA