Home > Los Alamos National Bank > Fiduciary and Related Services
Los Alamos National Bank, Fiduciary and Related Services
| 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 | $1,519,000 | 161 |
| Number of Managed Accounts | $1,424,000 | 137 |
| Number of Non-Managed Accounts | $95,000 | 268 |
| Total fiduciary and related assets | $495,745,000 | 278 |
| Managed Assets ($) | $434,866,000 | 249 |
| Non-managed Assets ($) | $60,879,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,785,000 | 291 |
| 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 | $1,540,000 | 157 |
| Number of Managed Accounts | $1,455,000 | 132 |
| Number of Non-Managed Accounts | $85,000 | 208 |
| Total fiduciary and related assets | $515,011,000 | 282 |
| Managed Assets ($) | $459,792,000 | 251 |
| Non-managed Assets ($) | $55,219,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,059,000 | 291 |
| 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 | $1,548,000 | 159 |
| Number of Managed Accounts | $1,465,000 | 131 |
| Number of Non-Managed Accounts | $83,000 | 212 |
| Total fiduciary and related assets | $489,902,000 | 285 |
| Managed Assets ($) | $443,878,000 | 253 |
| Non-managed Assets ($) | $46,024,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 297 |
| 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 | $1,496,000 | 161 |
| Number of Managed Accounts | $1,444,000 | 135 |
| Number of Non-Managed Accounts | $52,000 | 266 |
| Total fiduciary and related assets | $461,535,000 | 294 |
| Managed Assets ($) | $446,281,000 | 251 |
| Non-managed Assets ($) | $15,254,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 286 |
| 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 | $1,531,000 | 166 |
| Number of Managed Accounts | $1,492,000 | 134 |
| Number of Non-Managed Accounts | $39,000 | 468 |
| Total fiduciary and related assets | $421,248,000 | 312 |
| Managed Assets ($) | $413,453,000 | 268 |
| Non-managed Assets ($) | $7,795,000 | 598 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,359,000 | 312 |
| 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 | $1,472,000 | 164 |
| Number of Managed Accounts | $1,423,000 | 135 |
| Number of Non-Managed Accounts | $49,000 | 265 |
| Total fiduciary and related assets | $403,195,000 | 315 |
| Managed Assets ($) | $391,553,000 | 270 |
| Non-managed Assets ($) | $11,642,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,794,000 | 311 |
| 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 | $1,463,000 | 161 |
| Number of Managed Accounts | $1,417,000 | 133 |
| Number of Non-Managed Accounts | $46,000 | 267 |
| Total fiduciary and related assets | $381,391,000 | 320 |
| Managed Assets ($) | $368,725,000 | 275 |
| Non-managed Assets ($) | $12,666,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,212,000 | 307 |
| 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 | $1,498,000 | 159 |
| Number of Managed Accounts | $1,460,000 | 128 |
| Number of Non-Managed Accounts | $38,000 | 282 |
| Total fiduciary and related assets | $372,342,000 | 323 |
| Managed Assets ($) | $361,015,000 | 278 |
| Non-managed Assets ($) | $11,327,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 310 |
| 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 | $1,478,000 | 163 |
| Number of Managed Accounts | $1,440,000 | 130 |
| Number of Non-Managed Accounts | $38,000 | 485 |
| Total fiduciary and related assets | $359,707,000 | 326 |
| Managed Assets ($) | $349,475,000 | 282 |
| Non-managed Assets ($) | $10,232,000 | 565 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,260,000 | 310 |
| 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 | $1,481,000 | 156 |
| Number of Managed Accounts | $1,428,000 | 126 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $367,959,000 | 315 |
| Managed Assets ($) | $342,415,000 | 282 |
| Non-managed Assets ($) | $25,544,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,901,000 | 292 |
| 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 | $1,515,000 | 155 |
| Number of Managed Accounts | $1,455,000 | 128 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $354,560,000 | 325 |
| Managed Assets ($) | $330,753,000 | 288 |
| Non-managed Assets ($) | $23,807,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,246,000 | 293 |
| 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 | $1,515,000 | 154 |
| Number of Managed Accounts | $1,456,000 | 126 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $351,679,000 | 321 |
| Managed Assets ($) | $323,172,000 | 290 |
| Non-managed Assets ($) | $28,507,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $632,000 | 290 |
| 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 | $1,488,000 | 161 |
| Number of Managed Accounts | $1,436,000 | 126 |
| Number of Non-Managed Accounts | $52,000 | 430 |
| Total fiduciary and related assets | $345,596,000 | 328 |
| Managed Assets ($) | $320,209,000 | 290 |
| Non-managed Assets ($) | $25,387,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,604,000 | 288 |
| 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 | $1,444,000 | 157 |
| Number of Managed Accounts | $1,394,000 | 124 |
| Number of Non-Managed Accounts | $50,000 | 272 |
| Total fiduciary and related assets | $339,890,000 | 330 |
| Managed Assets ($) | $314,960,000 | 295 |
| Non-managed Assets ($) | $24,930,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,980,000 | 292 |
| 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 | $1,415,000 | 160 |
| Number of Managed Accounts | $1,360,000 | 132 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $460,516,000 | 281 |
| Managed Assets ($) | $337,496,000 | 286 |
| Non-managed Assets ($) | $123,020,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 288 |
| 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 | $1,422,000 | 159 |
| Number of Managed Accounts | $1,364,000 | 129 |
| Number of Non-Managed Accounts | $58,000 | 258 |
| Total fiduciary and related assets | $496,924,000 | 273 |
| Managed Assets ($) | $338,681,000 | 287 |
| Non-managed Assets ($) | $158,243,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 291 |
| 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 | $1,392,000 | 165 |
| Number of Managed Accounts | $1,340,000 | 130 |
| Number of Non-Managed Accounts | $52,000 | 449 |
| Total fiduciary and related assets | $557,452,000 | 264 |
| Managed Assets ($) | $338,973,000 | 288 |
| Non-managed Assets ($) | $218,479,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,564,000 | 294 |
| 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 | $1,372,000 | 162 |
| Number of Managed Accounts | $1,318,000 | 133 |
| Number of Non-Managed Accounts | $54,000 | 265 |
| Total fiduciary and related assets | $493,919,000 | 274 |
| Managed Assets ($) | $332,786,000 | 293 |
| Non-managed Assets ($) | $161,133,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,918,000 | 297 |
| 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 | $1,338,000 | 166 |
| Number of Managed Accounts | $1,284,000 | 135 |
| Number of Non-Managed Accounts | $54,000 | 268 |
| Total fiduciary and related assets | $496,710,000 | 274 |
| Managed Assets ($) | $336,013,000 | 289 |
| Non-managed Assets ($) | $160,697,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 299 |
| 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 | $1,329,000 | 171 |
| Number of Managed Accounts | $1,273,000 | 136 |
| Number of Non-Managed Accounts | $56,000 | 262 |
| Total fiduciary and related assets | $474,923,000 | 276 |
| Managed Assets ($) | $317,085,000 | 294 |
| Non-managed Assets ($) | $157,838,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $610,000 | 302 |
| 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 | $1,299,000 | 177 |
| Number of Managed Accounts | $1,244,000 | 139 |
| Number of Non-Managed Accounts | $55,000 | 446 |
| Total fiduciary and related assets | $466,774,000 | 273 |
| Managed Assets ($) | $309,984,000 | 296 |
| Non-managed Assets ($) | $156,790,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,359,000 | 298 |
| 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 | $1,317,000 | 168 |
| Number of Managed Accounts | $1,264,000 | 129 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $449,612,000 | 273 |
| Managed Assets ($) | $295,951,000 | 290 |
| Non-managed Assets ($) | $153,661,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 302 |
| 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 | $1,211,000 | 174 |
| Number of Managed Accounts | $1,158,000 | 134 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $422,579,000 | 279 |
| Managed Assets ($) | $275,929,000 | 293 |
| Non-managed Assets ($) | $146,650,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 305 |
| 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 | $1,264,000 | 169 |
| Number of Managed Accounts | $1,213,000 | 131 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $360,853,000 | 301 |
| Managed Assets ($) | $203,013,000 | 325 |
| Non-managed Assets ($) | $157,840,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 311 |
| 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 | $1,248,000 | 179 |
| Number of Managed Accounts | $1,211,000 | 135 |
| Number of Non-Managed Accounts | $37,000 | 549 |
| Total fiduciary and related assets | $455,501,000 | 264 |
| Managed Assets ($) | $247,785,000 | 300 |
| Non-managed Assets ($) | $207,716,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,057,000 | 305 |
| 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 | $1,190,000 | 171 |
| Number of Managed Accounts | $1,154,000 | 138 |
| Number of Non-Managed Accounts | $36,000 | 280 |
| Total fiduciary and related assets | $415,393,000 | 278 |
| Managed Assets ($) | $222,197,000 | 303 |
| Non-managed Assets ($) | $193,196,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 307 |
| 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 | $1,149,000 | 174 |
| Number of Managed Accounts | $1,113,000 | 136 |
| Number of Non-Managed Accounts | $36,000 | 284 |
| Total fiduciary and related assets | $413,591,000 | 274 |
| Managed Assets ($) | $216,220,000 | 303 |
| Non-managed Assets ($) | $197,371,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,020,000 | 305 |
| 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 | $1,120,000 | 180 |
| Number of Managed Accounts | $1,089,000 | 140 |
| Number of Non-Managed Accounts | $31,000 | 288 |
| Total fiduciary and related assets | $299,708,000 | 321 |
| Managed Assets ($) | $218,568,000 | 304 |
| Non-managed Assets ($) | $81,140,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 308 |
| 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 | $1,121,000 | 186 |
| Number of Managed Accounts | $1,088,000 | 141 |
| Number of Non-Managed Accounts | $33,000 | 585 |
| Total fiduciary and related assets | $418,982,000 | 267 |
| Managed Assets ($) | $188,672,000 | 333 |
| Non-managed Assets ($) | $230,310,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,903,000 | 272 |
| 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 | $1,115,000 | 182 |
| Number of Managed Accounts | $1,084,000 | 139 |
| Number of Non-Managed Accounts | $31,000 | 300 |
| Total fiduciary and related assets | $366,248,000 | 275 |
| Managed Assets ($) | $185,396,000 | 311 |
| Non-managed Assets ($) | $180,852,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,450,000 | 270 |
| 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 | $1,135,000 | 181 |
| Number of Managed Accounts | $1,106,000 | 138 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $344,666,000 | 288 |
| Managed Assets ($) | $199,942,000 | 315 |
| Non-managed Assets ($) | $144,724,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000 | 277 |
| 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 | $1,221,000 | 165 |
| Number of Managed Accounts | $1,205,000 | 126 |
| Number of Non-Managed Accounts | $16,000 | 337 |
| Total fiduciary and related assets | $341,094,000 | 289 |
| Managed Assets ($) | $318,103,000 | 255 |
| Non-managed Assets ($) | $22,991,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 282 |
| 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 | $1,177,000 | 185 |
| Number of Managed Accounts | $1,164,000 | 132 |
| Number of Non-Managed Accounts | $13,000 | 839 |
| Total fiduciary and related assets | $311,924,000 | 313 |
| Managed Assets ($) | $301,798,000 | 265 |
| Non-managed Assets ($) | $10,126,000 | 616 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 290 |
| 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 | $1,253,000 | 292 |
| 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 | $811,000 | 298 |
| 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 | $355,000 | 329 |
| 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 | $1,239,000 | 177 |
| Number of Managed Accounts | $1,231,000 | 129 |
| Number of Non-Managed Accounts | $8,000 | 950 |
| Total fiduciary and related assets | $184,919,000 | 418 |
| Managed Assets ($) | $171,269,000 | 351 |
| Non-managed Assets ($) | $13,650,000 | 556 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 308 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 303 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 315 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 298 |
| 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 | $384,000 | 451 |
| Number of Managed Accounts | $380,000 | 344 |
| Number of Non-Managed Accounts | $4,000 | 1,054 |
| Total fiduciary and related assets | $113,675,000 | 531 |
| Managed Assets ($) | $99,009,000 | 465 |
| Non-managed Assets ($) | $14,666,000 | 536 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,092,000 | 393 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 410 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 424 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $266,000 | 409 |
| 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 | $311,000 | 510 |
| Number of Managed Accounts | $303,000 | 397 |
| Number of Non-Managed Accounts | $8,000 | 972 |
| Total fiduciary and related assets | $121,449,000 | 551 |
| Managed Assets ($) | $101,930,000 | 503 |
| Non-managed Assets ($) | $19,519,000 | 514 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 424 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 412 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $508,000 | 421 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $193,000 | 493 |
| 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 | $293,000 | 521 |
| Number of Managed Accounts | $281,000 | 409 |
| Number of Non-Managed Accounts | $12,000 | 901 |
| Total fiduciary and related assets | $123,312,000 | 545 |
| Managed Assets ($) | $96,043,000 | 509 |
| Non-managed Assets ($) | $27,269,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 442 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 423 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $498,000 | 404 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 406 |
| 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 | $406,000 | 440 |
| Number of Managed Accounts | $394,000 | 344 |
| Number of Non-Managed Accounts | $12,000 | 949 |
| Total fiduciary and related assets | $130,345,000 | 517 |
| Managed Assets ($) | $104,386,000 | 479 |
| Non-managed Assets ($) | $25,959,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $910,000 | 415 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $675,000 | 410 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 424 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $196,000 | 455 |
| 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 | $331,000 | 503 |
| Number of Managed Accounts | $308,000 | 395 |
| Number of Non-Managed Accounts | $23,000 | 800 |
| Total fiduciary and related assets | $121,346,000 | 524 |
| Managed Assets ($) | $92,278,000 | 501 |
| Non-managed Assets ($) | $29,068,000 | 434 |
| Memoranda | ||
| Gross Fiduciary activities income | $819,000 | 421 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 423 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 419 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 447 |
| 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 | $267,000 | 586 |
| Number of Managed Accounts | $219,000 | 508 |
| Number of Non-Managed Accounts | $48,000 | 623 |
| Total fiduciary and related assets | $102,004,000 | 561 |
| Managed Assets ($) | $69,592,000 | 565 |
| Non-managed Assets ($) | $32,412,000 | 423 |
| Memoranda | ||
| Gross Fiduciary activities income | $553,000 | 532 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 628 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $144,000 | 718 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,000 | 728 |
| 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 | $151,000 | 808 |
| Number of Managed Accounts | $107,000 | 760 |
| Number of Non-Managed Accounts | $44,000 | 662 |
| Total fiduciary and related assets | $76,346,000 | 645 |
| Managed Assets ($) | $64,704,000 | 584 |
| Non-managed Assets ($) | $11,642,000 | 622 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 776 |
| 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 | $141,000 | 793 |
| Number of Managed Accounts | $104,000 | 738 |
| Number of Non-Managed Accounts | $37,000 | 675 |
| Total fiduciary and related assets | $70,660,000 | 644 |
| Managed Assets ($) | $60,007,000 | 579 |
| Non-managed Assets ($) | $10,653,000 | 614 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 736 |
| 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 | $241,000 | 765 |
| 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 | $171,000 | 897 |
| 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 | $133,000 | 954 |
| 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 | $91,000 | 1,073 |
| 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 | $84,000 | 1,146 |
| 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 | $56,000 | 1,270 |
| 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 | $2,000 | 1,559 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |