Home > Mercantile Bank > Fiduciary and Related Services
Mercantile Bank, Fiduciary and Related Services
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $283,000 | 364 |
| Number of Managed Accounts | $231,000 | 349 |
| Number of Non-Managed Accounts | $52,000 | 266 |
| Total fiduciary and related assets | $305,718,000 | 355 |
| Managed Assets ($) | $272,697,000 | 322 |
| Non-managed Assets ($) | $33,021,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000 | 376 |
| 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 | $285,000 | 466 |
| Number of Managed Accounts | $231,000 | 439 |
| Number of Non-Managed Accounts | $54,000 | 385 |
| Total fiduciary and related assets | $269,580,000 | 368 |
| Managed Assets ($) | $239,085,000 | 341 |
| Non-managed Assets ($) | $30,495,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,642,000 | 384 |
| 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 | $294,000 | 361 |
| Number of Managed Accounts | $237,000 | 348 |
| Number of Non-Managed Accounts | $57,000 | 247 |
| Total fiduciary and related assets | $279,287,000 | 374 |
| Managed Assets ($) | $251,876,000 | 339 |
| Non-managed Assets ($) | $27,411,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 386 |
| 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 | $283,000 | 365 |
| Number of Managed Accounts | $226,000 | 352 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $269,444,000 | 379 |
| Managed Assets ($) | $242,127,000 | 345 |
| Non-managed Assets ($) | $27,317,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $784,000 | 389 |
| 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 | $283,000 | 367 |
| Number of Managed Accounts | $226,000 | 355 |
| Number of Non-Managed Accounts | $57,000 | 257 |
| Total fiduciary and related assets | $261,768,000 | 382 |
| Managed Assets ($) | $234,986,000 | 347 |
| Non-managed Assets ($) | $26,782,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $408,000 | 388 |
| 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 | $292,000 | 469 |
| Number of Managed Accounts | $233,000 | 443 |
| Number of Non-Managed Accounts | $59,000 | 372 |
| Total fiduciary and related assets | $260,859,000 | 387 |
| Managed Assets ($) | $234,696,000 | 354 |
| Non-managed Assets ($) | $26,163,000 | 415 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,510,000 | 390 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,117,000 | 390 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $746,000 | 390 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 401 |
| 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 | $299,000 | 456 |
| Number of Managed Accounts | $235,000 | 434 |
| Number of Non-Managed Accounts | $64,000 | 372 |
| Total fiduciary and related assets | $240,930,000 | 396 |
| Managed Assets ($) | $212,489,000 | 364 |
| Non-managed Assets ($) | $28,441,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,518,000 | 385 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,154,000 | 382 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 375 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 383 |
| 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 | $319,000 | 451 |
| Number of Managed Accounts | $252,000 | 418 |
| Number of Non-Managed Accounts | $67,000 | 367 |
| Total fiduciary and related assets | $241,310,000 | 391 |
| Managed Assets ($) | $215,438,000 | 355 |
| Non-managed Assets ($) | $25,872,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,558,000 | 378 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,150,000 | 386 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 385 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,000 | 371 |
| 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 | $312,000 | 468 |
| Number of Managed Accounts | $247,000 | 425 |
| Number of Non-Managed Accounts | $65,000 | 394 |
| Total fiduciary and related assets | $229,321,000 | 403 |
| Managed Assets ($) | $208,878,000 | 361 |
| Non-managed Assets ($) | $20,443,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,479,000 | 395 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,069,000 | 401 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 406 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,000 | 394 |
| 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 | $339,000 | 452 |
| Number of Managed Accounts | $262,000 | 424 |
| Number of Non-Managed Accounts | $77,000 | 362 |
| Total fiduciary and related assets | $221,182,000 | 404 |
| Managed Assets ($) | $200,189,000 | 364 |
| Non-managed Assets ($) | $20,993,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,299 |
| 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 | $344,000 | 345 |
| Number of Managed Accounts | $266,000 | 330 |
| Number of Non-Managed Accounts | $78,000 | 226 |
| Total fiduciary and related assets | $214,221,000 | 369 |
| Managed Assets ($) | $194,368,000 | 337 |
| Non-managed Assets ($) | $19,853,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 369 |
| 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 | $349,000 | 344 |
| Number of Managed Accounts | $271,000 | 328 |
| Number of Non-Managed Accounts | $78,000 | 228 |
| Total fiduciary and related assets | $212,623,000 | 369 |
| Managed Assets ($) | $192,518,000 | 337 |
| Non-managed Assets ($) | $20,105,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 371 |
| 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 | $351,000 | 347 |
| Number of Managed Accounts | $276,000 | 328 |
| Number of Non-Managed Accounts | $75,000 | 233 |
| Total fiduciary and related assets | $215,985,000 | 369 |
| Managed Assets ($) | $195,205,000 | 332 |
| Non-managed Assets ($) | $20,780,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $389,000 | 369 |
| 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 | $380,000 | 425 |
| Number of Managed Accounts | $296,000 | 393 |
| Number of Non-Managed Accounts | $84,000 | 355 |
| Total fiduciary and related assets | $213,900,000 | 396 |
| Managed Assets ($) | $190,472,000 | 348 |
| Non-managed Assets ($) | $23,428,000 | 461 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,363,000 | 280 |
| 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 | $435,000 | 317 |
| Number of Managed Accounts | $348,000 | 299 |
| Number of Non-Managed Accounts | $87,000 | 212 |
| Total fiduciary and related assets | $228,982,000 | 354 |
| Managed Assets ($) | $201,648,000 | 314 |
| Non-managed Assets ($) | $27,334,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,814,000 | 276 |
| 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 | $523,000 | 297 |
| Number of Managed Accounts | $430,000 | 267 |
| Number of Non-Managed Accounts | $93,000 | 208 |
| Total fiduciary and related assets | $281,385,000 | 331 |
| Managed Assets ($) | $251,603,000 | 290 |
| Non-managed Assets ($) | $29,782,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,270,000 | 267 |
| 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 | $548,000 | 285 |
| Number of Managed Accounts | $451,000 | 261 |
| Number of Non-Managed Accounts | $97,000 | 202 |
| Total fiduciary and related assets | $291,998,000 | 329 |
| Managed Assets ($) | $264,750,000 | 283 |
| Non-managed Assets ($) | $27,248,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $635,000 | 269 |
| 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 | $547,000 | 338 |
| Number of Managed Accounts | $450,000 | 298 |
| Number of Non-Managed Accounts | $97,000 | 329 |
| Total fiduciary and related assets | $285,398,000 | 325 |
| Managed Assets ($) | $254,767,000 | 286 |
| Non-managed Assets ($) | $30,631,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,506,000 | 233 |
| 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 | $546,000 | 287 |
| Number of Managed Accounts | $452,000 | 263 |
| Number of Non-Managed Accounts | $94,000 | 205 |
| Total fiduciary and related assets | $271,497,000 | 324 |
| Managed Assets ($) | $241,900,000 | 284 |
| Non-managed Assets ($) | $29,597,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,841,000 | 233 |
| 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 | $548,000 | 291 |
| Number of Managed Accounts | $451,000 | 261 |
| Number of Non-Managed Accounts | $97,000 | 206 |
| Total fiduciary and related assets | $297,061,000 | 321 |
| Managed Assets ($) | $264,452,000 | 280 |
| Non-managed Assets ($) | $32,609,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 234 |
| 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 | $554,000 | 293 |
| Number of Managed Accounts | $455,000 | 263 |
| Number of Non-Managed Accounts | $99,000 | 208 |
| Total fiduciary and related assets | $286,092,000 | 329 |
| Managed Assets ($) | $255,473,000 | 291 |
| Non-managed Assets ($) | $30,619,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 234 |
| 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 | $537,000 | 348 |
| Number of Managed Accounts | $437,000 | 311 |
| Number of Non-Managed Accounts | $100,000 | 336 |
| Total fiduciary and related assets | $284,286,000 | 331 |
| Managed Assets ($) | $249,640,000 | 294 |
| Non-managed Assets ($) | $34,646,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,353,000 | 232 |
| 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 | $538,000 | 293 |
| Number of Managed Accounts | $434,000 | 264 |
| Number of Non-Managed Accounts | $104,000 | 208 |
| Total fiduciary and related assets | $310,645,000 | 296 |
| Managed Assets ($) | $260,385,000 | 273 |
| Non-managed Assets ($) | $50,260,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,744,000 | 230 |
| 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 | $545,000 | 289 |
| Number of Managed Accounts | $438,000 | 266 |
| Number of Non-Managed Accounts | $107,000 | 209 |
| Total fiduciary and related assets | $305,670,000 | 292 |
| Managed Assets ($) | $257,155,000 | 267 |
| Non-managed Assets ($) | $48,515,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,163,000 | 235 |
| 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 | $532,000 | 295 |
| Number of Managed Accounts | $424,000 | 271 |
| Number of Non-Managed Accounts | $108,000 | 208 |
| Total fiduciary and related assets | $323,711,000 | 289 |
| Managed Assets ($) | $270,999,000 | 272 |
| Non-managed Assets ($) | $52,712,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $581,000 | 233 |
| 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 | $525,000 | 361 |
| Number of Managed Accounts | $417,000 | 319 |
| Number of Non-Managed Accounts | $108,000 | 330 |
| Total fiduciary and related assets | $320,971,000 | 296 |
| Managed Assets ($) | $268,134,000 | 272 |
| Non-managed Assets ($) | $52,837,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,224,000 | 233 |
| 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 | $522,000 | 295 |
| Number of Managed Accounts | $421,000 | 266 |
| Number of Non-Managed Accounts | $101,000 | 211 |
| Total fiduciary and related assets | $292,945,000 | 307 |
| Managed Assets ($) | $245,606,000 | 270 |
| Non-managed Assets ($) | $47,339,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 225 |
| 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 | $526,000 | 298 |
| Number of Managed Accounts | $422,000 | 267 |
| Number of Non-Managed Accounts | $104,000 | 214 |
| Total fiduciary and related assets | $284,796,000 | 302 |
| Managed Assets ($) | $237,107,000 | 273 |
| Non-managed Assets ($) | $47,689,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 228 |
| 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 | $521,000 | 298 |
| Number of Managed Accounts | $415,000 | 271 |
| Number of Non-Managed Accounts | $106,000 | 208 |
| Total fiduciary and related assets | $269,883,000 | 304 |
| Managed Assets ($) | $218,466,000 | 279 |
| Non-managed Assets ($) | $51,417,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $568,000 | 231 |
| 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 | $521,000 | 371 |
| Number of Managed Accounts | $414,000 | 321 |
| Number of Non-Managed Accounts | $107,000 | 343 |
| Total fiduciary and related assets | $279,350,000 | 309 |
| Managed Assets ($) | $225,922,000 | 287 |
| Non-managed Assets ($) | $53,428,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,238,000 | 249 |
| 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 | $510,000 | 313 |
| Number of Managed Accounts | $402,000 | 286 |
| Number of Non-Managed Accounts | $108,000 | 216 |
| Total fiduciary and related assets | $320,391,000 | 298 |
| Managed Assets ($) | $250,829,000 | 279 |
| Non-managed Assets ($) | $69,562,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 241 |
| 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 | $525,000 | 312 |
| Number of Managed Accounts | $404,000 | 287 |
| Number of Non-Managed Accounts | $121,000 | 213 |
| Total fiduciary and related assets | $310,317,000 | 315 |
| Managed Assets ($) | $249,878,000 | 290 |
| Non-managed Assets ($) | $60,439,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 244 |
| 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 | $518,000 | 315 |
| Number of Managed Accounts | $406,000 | 290 |
| Number of Non-Managed Accounts | $112,000 | 216 |
| Total fiduciary and related assets | $316,810,000 | 319 |
| Managed Assets ($) | $243,553,000 | 301 |
| Non-managed Assets ($) | $73,257,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 243 |
| 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 | $525,000 | 374 |
| Number of Managed Accounts | $411,000 | 320 |
| Number of Non-Managed Accounts | $114,000 | 336 |
| Total fiduciary and related assets | $323,646,000 | 322 |
| Managed Assets ($) | $247,534,000 | 307 |
| Non-managed Assets ($) | $76,112,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,230,000 | 260 |
| 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 | $524,000 | 299 |
| Number of Managed Accounts | $411,000 | 277 |
| Number of Non-Managed Accounts | $113,000 | 211 |
| Total fiduciary and related assets | $311,963,000 | 320 |
| Managed Assets ($) | $246,851,000 | 301 |
| Non-managed Assets ($) | $65,112,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 260 |
| 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 | $532,000 | 302 |
| Number of Managed Accounts | $417,000 | 278 |
| Number of Non-Managed Accounts | $115,000 | 214 |
| Total fiduciary and related assets | $306,094,000 | 334 |
| Managed Assets ($) | $242,401,000 | 312 |
| Non-managed Assets ($) | $63,693,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,090,000 | 266 |
| 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 | $539,000 | 300 |
| Number of Managed Accounts | $426,000 | 276 |
| Number of Non-Managed Accounts | $113,000 | 220 |
| Total fiduciary and related assets | $311,262,000 | 333 |
| Managed Assets ($) | $247,040,000 | 310 |
| Non-managed Assets ($) | $64,222,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 268 |
| 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 | $532,000 | 357 |
| Number of Managed Accounts | $419,000 | 312 |
| Number of Non-Managed Accounts | $113,000 | 339 |
| Total fiduciary and related assets | $310,038,000 | 331 |
| Managed Assets ($) | $245,965,000 | 310 |
| Non-managed Assets ($) | $64,073,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,082,000 | 268 |
| 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 | $528,000 | 304 |
| Number of Managed Accounts | $414,000 | 278 |
| Number of Non-Managed Accounts | $114,000 | 221 |
| Total fiduciary and related assets | $290,332,000 | 338 |
| Managed Assets ($) | $235,179,000 | 302 |
| Non-managed Assets ($) | $55,153,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,389,000 | 286 |
| 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 | $523,000 | 313 |
| Number of Managed Accounts | $410,000 | 285 |
| Number of Non-Managed Accounts | $113,000 | 231 |
| Total fiduciary and related assets | $279,145,000 | 347 |
| Managed Assets ($) | $226,522,000 | 307 |
| Non-managed Assets ($) | $52,623,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $924,000 | 289 |
| 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 | $521,000 | 312 |
| Number of Managed Accounts | $408,000 | 290 |
| Number of Non-Managed Accounts | $113,000 | 233 |
| Total fiduciary and related assets | $283,048,000 | 340 |
| Managed Assets ($) | $230,087,000 | 304 |
| Non-managed Assets ($) | $52,961,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $459,000 | 290 |
| 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 | $518,000 | 364 |
| Number of Managed Accounts | $404,000 | 338 |
| Number of Non-Managed Accounts | $114,000 | 355 |
| Total fiduciary and related assets | $270,102,000 | 354 |
| Managed Assets ($) | $219,188,000 | 321 |
| Non-managed Assets ($) | $50,914,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,808,000 | 290 |
| 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 | $520,000 | 303 |
| Number of Managed Accounts | $398,000 | 284 |
| Number of Non-Managed Accounts | $122,000 | 226 |
| Total fiduciary and related assets | $265,634,000 | 344 |
| Managed Assets ($) | $213,182,000 | 304 |
| Non-managed Assets ($) | $52,452,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 293 |
| 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 | $524,000 | 309 |
| Number of Managed Accounts | $400,000 | 291 |
| Number of Non-Managed Accounts | $124,000 | 229 |
| Total fiduciary and related assets | $164,064,000 | 385 |
| Managed Assets ($) | $113,167,000 | 359 |
| Non-managed Assets ($) | $50,897,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $848,000 | 297 |
| 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 | $528,000 | 311 |
| Number of Managed Accounts | $402,000 | 295 |
| Number of Non-Managed Accounts | $126,000 | 232 |
| Total fiduciary and related assets | $259,055,000 | 348 |
| Managed Assets ($) | $205,987,000 | 316 |
| Non-managed Assets ($) | $53,068,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000 | 297 |
| 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 | $542,000 | 360 |
| Number of Managed Accounts | $411,000 | 326 |
| Number of Non-Managed Accounts | $131,000 | 342 |
| Total fiduciary and related assets | $285,131,000 | 342 |
| Managed Assets ($) | $231,487,000 | 298 |
| Non-managed Assets ($) | $53,644,000 | 333 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 292 |
| 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 | $553,000 | 303 |
| Number of Managed Accounts | $419,000 | 281 |
| Number of Non-Managed Accounts | $134,000 | 230 |
| Total fiduciary and related assets | $278,130,000 | 340 |
| Managed Assets ($) | $223,520,000 | 293 |
| Non-managed Assets ($) | $54,610,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 293 |
| 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 | $560,000 | 303 |
| Number of Managed Accounts | $421,000 | 282 |
| Number of Non-Managed Accounts | $139,000 | 233 |
| Total fiduciary and related assets | $277,748,000 | 341 |
| Managed Assets ($) | $218,403,000 | 300 |
| Non-managed Assets ($) | $59,345,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $800,000 | 300 |
| 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 | $562,000 | 302 |
| Number of Managed Accounts | $420,000 | 287 |
| Number of Non-Managed Accounts | $142,000 | 230 |
| Total fiduciary and related assets | $278,449,000 | 341 |
| Managed Assets ($) | $217,010,000 | 309 |
| Non-managed Assets ($) | $61,439,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 299 |
| 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 | $559,000 | 365 |
| Number of Managed Accounts | $422,000 | 328 |
| Number of Non-Managed Accounts | $137,000 | 346 |
| Total fiduciary and related assets | $256,733,000 | 372 |
| Managed Assets ($) | $207,220,000 | 332 |
| Non-managed Assets ($) | $49,513,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 306 |
| 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 | $1,241,000 | 305 |
| 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 | $828,000 | 310 |
| 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 | $414,000 | 311 |
| 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 | $568,000 | 376 |
| Number of Managed Accounts | $417,000 | 350 |
| Number of Non-Managed Accounts | $151,000 | 336 |
| Total fiduciary and related assets | $244,219,000 | 372 |
| Managed Assets ($) | $194,284,000 | 337 |
| Non-managed Assets ($) | $49,935,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 329 |
| 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 | $520,000 | 375 |
| Number of Managed Accounts | $407,000 | 335 |
| Number of Non-Managed Accounts | $113,000 | 381 |
| Total fiduciary and related assets | $289,588,000 | 329 |
| Managed Assets ($) | $222,694,000 | 308 |
| Non-managed Assets ($) | $66,894,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,558,000 | 330 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,522,000 | 339 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,561,000 | 367 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,421,000 | 384 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,183,000 | 428 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,054,000 | 492 |
| 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 | $913,000 | 551 |
| 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 | $866,000 | 557 |
| 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 | $868,000 | 580 |
| 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 | $767,000 | 624 |