Home > Metropolitan National Bank > Fiduciary and Related Services
Metropolitan National Bank, Fiduciary and Related Services
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 656 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000 | 658 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,000 | 657 |
| 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 | $111,000 | 755 |
| Number of Managed Accounts | $73,000 | 726 |
| Number of Non-Managed Accounts | $38,000 | 541 |
| Total fiduciary and related assets | $164,875,000 | 451 |
| Managed Assets ($) | $21,334,000 | 799 |
| Non-managed Assets ($) | $143,541,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $397,000 | 649 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $302,000 | 653 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,000 | 650 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,000 | 653 |
| 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 | $60,000 | 785 |
| Number of Non-Managed Accounts | $31,000 | 600 |
| Total fiduciary and related assets | $229,430,000 | 372 |
| Managed Assets ($) | $20,192,000 | 805 |
| Non-managed Assets ($) | $209,238,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 556 |
| 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 | $90,000 | 385 |
| Number of Managed Accounts | $60,000 | 365 |
| Number of Non-Managed Accounts | $30,000 | 302 |
| Total fiduciary and related assets | $217,901,000 | 349 |
| Managed Assets ($) | $19,735,000 | 368 |
| Non-managed Assets ($) | $198,166,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $406,000 | 542 |
| 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 | $196,000 | 369 |
| Number of Managed Accounts | $59,000 | 372 |
| Number of Non-Managed Accounts | $137,000 | 182 |
| Total fiduciary and related assets | $289,657,000 | 327 |
| Managed Assets ($) | $20,626,000 | 372 |
| Non-managed Assets ($) | $269,031,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $279,000 | 543 |
| 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 | $211,000 | 371 |
| Number of Managed Accounts | $59,000 | 376 |
| Number of Non-Managed Accounts | $152,000 | 180 |
| Total fiduciary and related assets | $295,421,000 | 323 |
| Managed Assets ($) | $20,519,000 | 382 |
| Non-managed Assets ($) | $274,902,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,000 | 564 |
| 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 | $212,000 | 601 |
| Number of Managed Accounts | $67,000 | 777 |
| Number of Non-Managed Accounts | $145,000 | 269 |
| Total fiduciary and related assets | $414,176,000 | 265 |
| Managed Assets ($) | $146,933,000 | 389 |
| Non-managed Assets ($) | $267,243,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 468 |
| 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 | $210,000 | 356 |
| Number of Managed Accounts | $67,000 | 361 |
| Number of Non-Managed Accounts | $143,000 | 187 |
| Total fiduciary and related assets | $300,157,000 | 305 |
| Managed Assets ($) | $32,245,000 | 358 |
| Non-managed Assets ($) | $267,912,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $512,000 | 478 |
| 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 | $192,000 | 359 |
| Number of Managed Accounts | $60,000 | 361 |
| Number of Non-Managed Accounts | $132,000 | 192 |
| Total fiduciary and related assets | $283,636,000 | 308 |
| Managed Assets ($) | $26,327,000 | 359 |
| Non-managed Assets ($) | $257,309,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $349,000 | 480 |
| 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 | $215,000 | 365 |
| Number of Managed Accounts | $58,000 | 365 |
| Number of Non-Managed Accounts | $157,000 | 180 |
| Total fiduciary and related assets | $287,205,000 | 319 |
| Managed Assets ($) | $31,909,000 | 361 |
| Non-managed Assets ($) | $255,296,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 491 |
| 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 | $219,000 | 603 |
| Number of Managed Accounts | $66,000 | 795 |
| Number of Non-Managed Accounts | $153,000 | 264 |
| Total fiduciary and related assets | $305,903,000 | 305 |
| Managed Assets ($) | $68,160,000 | 555 |
| Non-managed Assets ($) | $237,743,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 444 |
| 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 | $220,000 | 353 |
| Number of Managed Accounts | $63,000 | 354 |
| Number of Non-Managed Accounts | $157,000 | 176 |
| Total fiduciary and related assets | $198,555,000 | 341 |
| Managed Assets ($) | $58,850,000 | 344 |
| Non-managed Assets ($) | $139,705,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 437 |
| 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 | $239,000 | 356 |
| Number of Managed Accounts | $74,000 | 358 |
| Number of Non-Managed Accounts | $165,000 | 178 |
| Total fiduciary and related assets | $303,925,000 | 295 |
| Managed Assets ($) | $158,428,000 | 315 |
| Non-managed Assets ($) | $145,497,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $359,000 | 463 |
| 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 | $270,000 | 349 |
| Number of Managed Accounts | $85,000 | 356 |
| Number of Non-Managed Accounts | $185,000 | 164 |
| Total fiduciary and related assets | $214,261,000 | 333 |
| Managed Assets ($) | $80,537,000 | 345 |
| Non-managed Assets ($) | $133,724,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 473 |
| 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 | $328,000 | 488 |
| Number of Managed Accounts | $79,000 | 767 |
| Number of Non-Managed Accounts | $249,000 | 203 |
| Total fiduciary and related assets | $320,404,000 | 289 |
| Managed Assets ($) | $62,273,000 | 586 |
| Non-managed Assets ($) | $258,131,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $997,000 | 411 |
| 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 | $344,000 | 348 |
| Number of Managed Accounts | $88,000 | 384 |
| Number of Non-Managed Accounts | $256,000 | 150 |
| Total fiduciary and related assets | $398,293,000 | 271 |
| Managed Assets ($) | $110,173,000 | 357 |
| Non-managed Assets ($) | $288,120,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 416 |
| 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 | $344,000 | 355 |
| Number of Managed Accounts | $88,000 | 388 |
| Number of Non-Managed Accounts | $256,000 | 155 |
| Total fiduciary and related assets | $406,164,000 | 282 |
| Managed Assets ($) | $103,643,000 | 369 |
| Non-managed Assets ($) | $302,521,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $466,000 | 439 |
| 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 | $342,000 | 360 |
| Number of Managed Accounts | $83,000 | 391 |
| Number of Non-Managed Accounts | $259,000 | 154 |
| Total fiduciary and related assets | $418,206,000 | 285 |
| Managed Assets ($) | $100,067,000 | 376 |
| Non-managed Assets ($) | $318,139,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 451 |
| 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 | $358,000 | 479 |
| Number of Managed Accounts | $94,000 | 731 |
| Number of Non-Managed Accounts | $264,000 | 204 |
| Total fiduciary and related assets | $740,942,000 | 210 |
| Managed Assets ($) | $398,049,000 | 225 |
| Non-managed Assets ($) | $342,893,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,136,000 | 387 |
| 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 | $396,000 | 331 |
| Number of Managed Accounts | $201,000 | 340 |
| Number of Non-Managed Accounts | $195,000 | 164 |
| Total fiduciary and related assets | $494,641,000 | 260 |
| Managed Assets ($) | $199,055,000 | 331 |
| Non-managed Assets ($) | $295,586,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $845,000 | 384 |
| 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 | $403,000 | 336 |
| Number of Managed Accounts | $210,000 | 341 |
| Number of Non-Managed Accounts | $193,000 | 168 |
| Total fiduciary and related assets | $497,109,000 | 267 |
| Managed Assets ($) | $195,480,000 | 336 |
| Non-managed Assets ($) | $301,629,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 402 |
| 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 | $442,000 | 324 |
| Number of Managed Accounts | $228,000 | 339 |
| Number of Non-Managed Accounts | $214,000 | 162 |
| Total fiduciary and related assets | $582,264,000 | 239 |
| Managed Assets ($) | $231,053,000 | 320 |
| Non-managed Assets ($) | $351,211,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 418 |
| 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 | $451,000 | 398 |
| Number of Managed Accounts | $247,000 | 447 |
| Number of Non-Managed Accounts | $204,000 | 236 |
| Total fiduciary and related assets | $628,050,000 | 225 |
| Managed Assets ($) | $303,036,000 | 271 |
| Non-managed Assets ($) | $325,014,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 401 |
| 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 | $452,000 | 319 |
| Number of Managed Accounts | $244,000 | 327 |
| Number of Non-Managed Accounts | $208,000 | 175 |
| Total fiduciary and related assets | $580,501,000 | 238 |
| Managed Assets ($) | $243,652,000 | 298 |
| Non-managed Assets ($) | $336,849,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $727,000 | 406 |
| 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 | $453,000 | 326 |
| Number of Managed Accounts | $248,000 | 331 |
| Number of Non-Managed Accounts | $205,000 | 185 |
| Total fiduciary and related assets | $579,355,000 | 243 |
| Managed Assets ($) | $248,043,000 | 293 |
| Non-managed Assets ($) | $331,312,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $473,000 | 420 |
| 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 | $798,000 | 251 |
| Number of Managed Accounts | $582,000 | 243 |
| Number of Non-Managed Accounts | $216,000 | 181 |
| Total fiduciary and related assets | $706,954,000 | 224 |
| Managed Assets ($) | $420,993,000 | 223 |
| Non-managed Assets ($) | $285,961,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $454,000 | 293 |
| 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 | $825,000 | 268 |
| Number of Managed Accounts | $620,000 | 243 |
| Number of Non-Managed Accounts | $205,000 | 253 |
| Total fiduciary and related assets | $748,466,000 | 220 |
| Managed Assets ($) | $476,061,000 | 206 |
| Non-managed Assets ($) | $272,405,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,884,000 | 285 |
| 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 | $798,000 | 243 |
| Number of Managed Accounts | $635,000 | 220 |
| Number of Non-Managed Accounts | $163,000 | 206 |
| Total fiduciary and related assets | $728,790,000 | 218 |
| Managed Assets ($) | $519,874,000 | 195 |
| Non-managed Assets ($) | $208,916,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 284 |
| 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 | $798,000 | 245 |
| Number of Managed Accounts | $640,000 | 221 |
| Number of Non-Managed Accounts | $158,000 | 213 |
| Total fiduciary and related assets | $736,632,000 | 214 |
| Managed Assets ($) | $533,899,000 | 192 |
| Non-managed Assets ($) | $202,733,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 290 |
| 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 | $810,000 | 240 |
| Number of Managed Accounts | $646,000 | 220 |
| Number of Non-Managed Accounts | $164,000 | 208 |
| Total fiduciary and related assets | $757,826,000 | 217 |
| Managed Assets ($) | $552,447,000 | 193 |
| Non-managed Assets ($) | $205,379,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 291 |
| 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 | $521,000 | 373 |
| Number of Managed Accounts | $357,000 | 355 |
| Number of Non-Managed Accounts | $164,000 | 294 |
| Total fiduciary and related assets | $755,892,000 | 217 |
| Managed Assets ($) | $541,179,000 | 193 |
| Non-managed Assets ($) | $214,713,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $862,000 | 411 |
| 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 | $527,000 | 310 |
| Number of Managed Accounts | $357,000 | 293 |
| Number of Non-Managed Accounts | $170,000 | 206 |
| Total fiduciary and related assets | $607,253,000 | 229 |
| Managed Assets ($) | $468,057,000 | 199 |
| Non-managed Assets ($) | $139,196,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $601,000 | 426 |
| 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 | $518,000 | 317 |
| Number of Managed Accounts | $348,000 | 298 |
| Number of Non-Managed Accounts | $170,000 | 208 |
| Total fiduciary and related assets | $615,984,000 | 231 |
| Managed Assets ($) | $483,329,000 | 197 |
| Non-managed Assets ($) | $132,655,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $381,000 | 436 |
| 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 | $560,000 | 303 |
| Number of Managed Accounts | $381,000 | 294 |
| Number of Non-Managed Accounts | $179,000 | 206 |
| Total fiduciary and related assets | $654,936,000 | 227 |
| Managed Assets ($) | $507,871,000 | 193 |
| Non-managed Assets ($) | $147,065,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,000 | 451 |
| 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 | $522,000 | 386 |
| Number of Managed Accounts | $353,000 | 369 |
| Number of Non-Managed Accounts | $169,000 | 305 |
| Total fiduciary and related assets | $633,171,000 | 233 |
| Managed Assets ($) | $498,212,000 | 198 |
| Non-managed Assets ($) | $134,959,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $885,000 | 406 |
| 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 | $475,000 | 339 |
| Number of Managed Accounts | $325,000 | 316 |
| Number of Non-Managed Accounts | $150,000 | 235 |
| Total fiduciary and related assets | $565,008,000 | 245 |
| Managed Assets ($) | $442,891,000 | 208 |
| Non-managed Assets ($) | $122,117,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 417 |
| 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 | $429,000 | 358 |
| Number of Managed Accounts | $285,000 | 332 |
| Number of Non-Managed Accounts | $144,000 | 248 |
| Total fiduciary and related assets | $348,847,000 | 308 |
| Managed Assets ($) | $237,471,000 | 288 |
| Non-managed Assets ($) | $111,376,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $406,000 | 436 |
| 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 | $413,000 | 366 |
| Number of Managed Accounts | $273,000 | 349 |
| Number of Non-Managed Accounts | $140,000 | 251 |
| Total fiduciary and related assets | $219,402,000 | 376 |
| Managed Assets ($) | $118,044,000 | 362 |
| Non-managed Assets ($) | $101,358,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $190,000 | 456 |
| 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 | $436,000 | 450 |
| Number of Managed Accounts | $299,000 | 435 |
| Number of Non-Managed Accounts | $137,000 | 359 |
| Total fiduciary and related assets | $269,321,000 | 357 |
| Managed Assets ($) | $178,489,000 | 359 |
| Non-managed Assets ($) | $90,832,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 445 |
| 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 | $390,000 | 464 |
| Number of Managed Accounts | $246,000 | 464 |
| Number of Non-Managed Accounts | $144,000 | 341 |
| Total fiduciary and related assets | $185,323,000 | 407 |
| Managed Assets ($) | $93,412,000 | 473 |
| Non-managed Assets ($) | $91,911,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 488 |
| 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 | $607,000 | 547 |
| 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 | $687,000 | 547 |
| 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 | $542,000 | 614 |
| 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 | $194,000 | 902 |
| 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 | $165,000 | 1,015 |
| 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 | $52,000 | 1,279 |
| 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 |