Home > Lubbock National Bank > Fiduciary and Related Services
Lubbock 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 | $103,000 | 670 |
| Number of Managed Accounts | $101,000 | 594 |
| Number of Non-Managed Accounts | $2,000 | 831 |
| Total fiduciary and related assets | $803,221,000 | 216 |
| Managed Assets ($) | $798,156,000 | 174 |
| Non-managed Assets ($) | $5,065,000 | 627 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,068,000 | 340 |
| 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 | $105,000 | 394 |
| Number of Managed Accounts | $103,000 | 377 |
| Number of Non-Managed Accounts | $2,000 | 377 |
| Total fiduciary and related assets | $821,658,000 | 220 |
| Managed Assets ($) | $816,593,000 | 175 |
| Non-managed Assets ($) | $5,065,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 366 |
| 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 | $106,000 | 395 |
| Number of Managed Accounts | $104,000 | 381 |
| Number of Non-Managed Accounts | $2,000 | 379 |
| Total fiduciary and related assets | $744,970,000 | 229 |
| Managed Assets ($) | $739,905,000 | 189 |
| Non-managed Assets ($) | $5,065,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 368 |
| 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 | $111,000 | 397 |
| Number of Managed Accounts | $109,000 | 380 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $732,657,000 | 229 |
| Managed Assets ($) | $724,863,000 | 187 |
| Non-managed Assets ($) | $7,794,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $484,000 | 357 |
| 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 | $109,000 | 675 |
| Number of Managed Accounts | $107,000 | 596 |
| Number of Non-Managed Accounts | $2,000 | 857 |
| Total fiduciary and related assets | $782,977,000 | 220 |
| Managed Assets ($) | $775,183,000 | 182 |
| Non-managed Assets ($) | $7,794,000 | 599 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,860,000 | 353 |
| 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 | $108,000 | 392 |
| Number of Managed Accounts | $106,000 | 378 |
| Number of Non-Managed Accounts | $2,000 | 371 |
| Total fiduciary and related assets | $794,430,000 | 217 |
| Managed Assets ($) | $786,636,000 | 178 |
| Non-managed Assets ($) | $7,794,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 358 |
| 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 | $105,000 | 395 |
| Number of Managed Accounts | $103,000 | 377 |
| Number of Non-Managed Accounts | $2,000 | 379 |
| Total fiduciary and related assets | $765,576,000 | 218 |
| Managed Assets ($) | $757,782,000 | 175 |
| Non-managed Assets ($) | $7,794,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $915,000 | 355 |
| 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 | $110,000 | 396 |
| Number of Managed Accounts | $107,000 | 379 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $758,074,000 | 217 |
| Managed Assets ($) | $748,566,000 | 176 |
| Non-managed Assets ($) | $9,508,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 350 |
| 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 | $113,000 | 690 |
| Number of Managed Accounts | $89,000 | 642 |
| Number of Non-Managed Accounts | $24,000 | 580 |
| Total fiduciary and related assets | $762,493,000 | 214 |
| Managed Assets ($) | $670,135,000 | 187 |
| Non-managed Assets ($) | $92,358,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 349 |
| 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 | $111,000 | 398 |
| Number of Managed Accounts | $87,000 | 384 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $785,881,000 | 212 |
| Managed Assets ($) | $691,961,000 | 179 |
| Non-managed Assets ($) | $93,920,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,450,000 | 346 |
| 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 | $116,000 | 400 |
| Number of Managed Accounts | $92,000 | 386 |
| Number of Non-Managed Accounts | $24,000 | 323 |
| Total fiduciary and related assets | $856,402,000 | 202 |
| Managed Assets ($) | $765,542,000 | 173 |
| Non-managed Assets ($) | $90,860,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 339 |
| 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 | $119,000 | 400 |
| Number of Managed Accounts | $94,000 | 386 |
| Number of Non-Managed Accounts | $25,000 | 318 |
| Total fiduciary and related assets | $846,267,000 | 202 |
| Managed Assets ($) | $761,994,000 | 168 |
| Non-managed Assets ($) | $84,273,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 331 |
| 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 | $123,000 | 691 |
| Number of Managed Accounts | $98,000 | 631 |
| Number of Non-Managed Accounts | $25,000 | 589 |
| Total fiduciary and related assets | $832,141,000 | 203 |
| Managed Assets ($) | $745,359,000 | 171 |
| Non-managed Assets ($) | $86,782,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,916,000 | 347 |
| 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 | $121,000 | 397 |
| Number of Managed Accounts | $97,000 | 381 |
| Number of Non-Managed Accounts | $24,000 | 320 |
| Total fiduciary and related assets | $746,945,000 | 211 |
| Managed Assets ($) | $664,264,000 | 176 |
| Non-managed Assets ($) | $82,681,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,399,000 | 352 |
| 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 | $122,000 | 400 |
| Number of Managed Accounts | $99,000 | 385 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $733,487,000 | 220 |
| Managed Assets ($) | $645,419,000 | 187 |
| Non-managed Assets ($) | $88,068,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $902,000 | 361 |
| 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 | $120,000 | 400 |
| Number of Managed Accounts | $99,000 | 382 |
| Number of Non-Managed Accounts | $21,000 | 333 |
| Total fiduciary and related assets | $743,135,000 | 220 |
| Managed Assets ($) | $662,336,000 | 186 |
| Non-managed Assets ($) | $80,799,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 358 |
| 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 | $116,000 | 721 |
| Number of Managed Accounts | $96,000 | 648 |
| Number of Non-Managed Accounts | $20,000 | 676 |
| Total fiduciary and related assets | $689,957,000 | 229 |
| Managed Assets ($) | $614,619,000 | 194 |
| Non-managed Assets ($) | $75,338,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 360 |
| 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 | $114,000 | 400 |
| Number of Managed Accounts | $93,000 | 384 |
| Number of Non-Managed Accounts | $21,000 | 333 |
| Total fiduciary and related assets | $691,269,000 | 227 |
| Managed Assets ($) | $608,873,000 | 193 |
| Non-managed Assets ($) | $82,396,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,197,000 | 382 |
| 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 | $111,000 | 402 |
| Number of Managed Accounts | $94,000 | 385 |
| Number of Non-Managed Accounts | $17,000 | 340 |
| Total fiduciary and related assets | $646,128,000 | 238 |
| Managed Assets ($) | $576,985,000 | 201 |
| Non-managed Assets ($) | $69,143,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 404 |
| 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 | $110,000 | 405 |
| Number of Managed Accounts | $93,000 | 389 |
| Number of Non-Managed Accounts | $17,000 | 343 |
| Total fiduciary and related assets | $604,534,000 | 244 |
| Managed Assets ($) | $543,538,000 | 207 |
| Non-managed Assets ($) | $60,996,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 432 |
| 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 | $109,000 | 742 |
| Number of Managed Accounts | $93,000 | 665 |
| Number of Non-Managed Accounts | $16,000 | 728 |
| Total fiduciary and related assets | $573,450,000 | 249 |
| Managed Assets ($) | $509,515,000 | 216 |
| Non-managed Assets ($) | $63,935,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 396 |
| 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 | $105,000 | 386 |
| Number of Managed Accounts | $89,000 | 369 |
| Number of Non-Managed Accounts | $16,000 | 332 |
| Total fiduciary and related assets | $489,484,000 | 264 |
| Managed Assets ($) | $435,121,000 | 232 |
| Non-managed Assets ($) | $54,363,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 408 |
| 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 | $108,000 | 388 |
| Number of Managed Accounts | $91,000 | 371 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $473,589,000 | 264 |
| Managed Assets ($) | $418,839,000 | 228 |
| Non-managed Assets ($) | $54,750,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $622,000 | 416 |
| 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 | $108,000 | 391 |
| Number of Managed Accounts | $87,000 | 373 |
| Number of Non-Managed Accounts | $21,000 | 323 |
| Total fiduciary and related assets | $427,156,000 | 275 |
| Managed Assets ($) | $367,107,000 | 246 |
| Non-managed Assets ($) | $60,049,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $311,000 | 416 |
| 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 | $95,000 | 799 |
| Number of Managed Accounts | $75,000 | 720 |
| Number of Non-Managed Accounts | $20,000 | 701 |
| Total fiduciary and related assets | $386,836,000 | 289 |
| Managed Assets ($) | $317,612,000 | 269 |
| Non-managed Assets ($) | $69,224,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 421 |
| 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 | $90,000 | 373 |
| Number of Managed Accounts | $69,000 | 356 |
| Number of Non-Managed Accounts | $21,000 | 309 |
| Total fiduciary and related assets | $443,455,000 | 269 |
| Managed Assets ($) | $353,688,000 | 245 |
| Non-managed Assets ($) | $89,767,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $767,000 | 445 |
| 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 | $95,000 | 372 |
| Number of Managed Accounts | $72,000 | 355 |
| Number of Non-Managed Accounts | $23,000 | 304 |
| Total fiduciary and related assets | $382,406,000 | 281 |
| Managed Assets ($) | $295,325,000 | 264 |
| Non-managed Assets ($) | $87,081,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 456 |
| 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 | $91,000 | 373 |
| Number of Managed Accounts | $67,000 | 354 |
| Number of Non-Managed Accounts | $24,000 | 300 |
| Total fiduciary and related assets | $388,179,000 | 276 |
| Managed Assets ($) | $303,718,000 | 262 |
| Non-managed Assets ($) | $84,461,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 410 |
| 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 | $91,000 | 821 |
| Number of Managed Accounts | $54,000 | 809 |
| Number of Non-Managed Accounts | $37,000 | 552 |
| Total fiduciary and related assets | $385,836,000 | 279 |
| Managed Assets ($) | $16,078,000 | 843 |
| Non-managed Assets ($) | $369,758,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 467 |
| 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 | $91,000 | 384 |
| Number of Managed Accounts | $56,000 | 367 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $371,602,000 | 273 |
| Managed Assets ($) | $15,978,000 | 372 |
| Non-managed Assets ($) | $355,624,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $558,000 | 467 |
| 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 | $97,000 | 389 |
| Number of Managed Accounts | $62,000 | 369 |
| Number of Non-Managed Accounts | $35,000 | 295 |
| Total fiduciary and related assets | $325,153,000 | 303 |
| Managed Assets ($) | $18,614,000 | 378 |
| Non-managed Assets ($) | $306,539,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $336,000 | 497 |
| 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 | $101,000 | 390 |
| Number of Managed Accounts | $64,000 | 374 |
| Number of Non-Managed Accounts | $37,000 | 289 |
| Total fiduciary and related assets | $322,716,000 | 306 |
| Managed Assets ($) | $18,737,000 | 384 |
| Non-managed Assets ($) | $303,979,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 494 |
| 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 | $98,000 | 825 |
| Number of Managed Accounts | $61,000 | 803 |
| Number of Non-Managed Accounts | $37,000 | 588 |
| Total fiduciary and related assets | $319,626,000 | 307 |
| Managed Assets ($) | $18,981,000 | 852 |
| Non-managed Assets ($) | $300,645,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 494 |
| 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 | $428,000 | 531 |
| 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 | $273,000 | 541 |
| 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 | $133,000 | 557 |
| 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 | $92,000 | 866 |
| Number of Managed Accounts | $65,000 | 799 |
| Number of Non-Managed Accounts | $27,000 | 698 |
| Total fiduciary and related assets | $103,238,000 | 547 |
| Managed Assets ($) | $43,927,000 | 666 |
| Non-managed Assets ($) | $59,311,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 526 |
| 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 | $320,000 | 579 |
| 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 | $207,000 | 587 |
| 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 | $105,000 | 589 |
| 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 | $94,000 | 873 |
| Number of Managed Accounts | $73,000 | 788 |
| Number of Non-Managed Accounts | $21,000 | 754 |
| Total fiduciary and related assets | $89,872,000 | 576 |
| Managed Assets ($) | $61,563,000 | 589 |
| Non-managed Assets ($) | $28,309,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 595 |
| 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 | $322,000 | 605 |
| 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 | $206,000 | 625 |
| 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 | $99,000 | 649 |
| 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 | $79,000 | 952 |
| Number of Managed Accounts | $66,000 | 835 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $77,898,000 | 678 |
| Managed Assets ($) | $49,663,000 | 692 |
| Non-managed Assets ($) | $28,235,000 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 648 |
| 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 | $284,000 | 653 |
| 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 | $182,000 | 670 |
| 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 | $91,000 | 679 |
| 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 | $70,000 | 996 |
| Number of Managed Accounts | $63,000 | 851 |
| Number of Non-Managed Accounts | $7,000 | 1,013 |
| Total fiduciary and related assets | $72,538,000 | 693 |
| Managed Assets ($) | $53,279,000 | 661 |
| Non-managed Assets ($) | $19,259,000 | 528 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 665 |
| 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 | $264,000 | 664 |
| 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 | $169,000 | 678 |
| 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 | $85,000 | 680 |
| 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 | $72,000 | 1,015 |
| Number of Managed Accounts | $62,000 | 878 |
| Number of Non-Managed Accounts | $10,000 | 987 |
| Total fiduciary and related assets | $53,297,000 | 774 |
| Managed Assets ($) | $32,078,000 | 794 |
| Non-managed Assets ($) | $21,219,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 756 |
| 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 | $181,000 | 749 |
| 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 | $117,000 | 758 |
| 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 | $54,000 | 790 |
| 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 | $63,000 | 1,063 |
| Number of Managed Accounts | $58,000 | 897 |
| Number of Non-Managed Accounts | $5,000 | 1,107 |
| Total fiduciary and related assets | $33,686,000 | 876 |
| Managed Assets ($) | $23,296,000 | 860 |
| Non-managed Assets ($) | $10,390,000 | 633 |
| Memoranda | ||
| Gross Fiduciary activities income | $181,000 | 815 |
| 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 | $105,000 | 864 |
| 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 | $69,000 | 873 |
| 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 | $38,000 | 867 |
| 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 | $57,000 | 1,129 |
| Number of Managed Accounts | $54,000 | 948 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $23,261,000 | 977 |
| Managed Assets ($) | $18,927,000 | 915 |
| Non-managed Assets ($) | $4,334,000 | 845 |
| Memoranda | ||
| Gross Fiduciary activities income | $146,000 | 883 |
| 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 | $106,000 | 892 |
| 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 | $69,000 | 910 |
| 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 | $36,000 | 899 |
| 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 | $52,000 | 1,187 |
| Number of Managed Accounts | $49,000 | 1,008 |
| Number of Non-Managed Accounts | $3,000 | 1,239 |
| Total fiduciary and related assets | $21,199,000 | 1,017 |
| Managed Assets ($) | $17,451,000 | 955 |
| Non-managed Assets ($) | $3,748,000 | 873 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 813 |
| 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 | $71,000 | 1,036 |
| Number of Managed Accounts | $65,000 | 908 |
| Number of Non-Managed Accounts | $6,000 | 1,078 |
| Total fiduciary and related assets | $45,103,000 | 767 |
| Managed Assets ($) | $39,457,000 | 699 |
| Non-managed Assets ($) | $5,646,000 | 743 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 820 |
| 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 | $181,000 | 828 |
| 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 | $160,000 | 910 |
| 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 | $99,000 | 1,013 |
| 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 | $26,000 | 1,253 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 |