Home > Monroe Bank & Trust > Fiduciary and Related Services
Monroe Bank & Trust, Fiduciary and Related Services
| 2019-06-30 | 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 | $737,000 | 250 |
| Number of Managed Accounts | $686,000 | 235 |
| Number of Non-Managed Accounts | $51,000 | 261 |
| Total fiduciary and related assets | $613,084,000 | 257 |
| Managed Assets ($) | $574,780,000 | 231 |
| Non-managed Assets ($) | $38,304,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 219 |
| 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 | $758,000 | 247 |
| Number of Managed Accounts | $704,000 | 228 |
| Number of Non-Managed Accounts | $54,000 | 257 |
| Total fiduciary and related assets | $619,065,000 | 254 |
| Managed Assets ($) | $585,765,000 | 227 |
| Non-managed Assets ($) | $33,300,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 220 |
| 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 | $791,000 | 257 |
| Number of Managed Accounts | $733,000 | 224 |
| Number of Non-Managed Accounts | $58,000 | 371 |
| Total fiduciary and related assets | $586,805,000 | 253 |
| Managed Assets ($) | $558,908,000 | 224 |
| Non-managed Assets ($) | $27,897,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,728,000 | 218 |
| 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 | $773,000 | 247 |
| Number of Managed Accounts | $730,000 | 221 |
| Number of Non-Managed Accounts | $43,000 | 276 |
| Total fiduciary and related assets | $638,640,000 | 254 |
| Managed Assets ($) | $608,228,000 | 218 |
| Non-managed Assets ($) | $30,412,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,557,000 | 219 |
| 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 | $773,000 | 249 |
| Number of Managed Accounts | $724,000 | 223 |
| Number of Non-Managed Accounts | $49,000 | 266 |
| Total fiduciary and related assets | $625,240,000 | 252 |
| Managed Assets ($) | $579,871,000 | 222 |
| Non-managed Assets ($) | $45,369,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,363,000 | 221 |
| 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 | $785,000 | 252 |
| Number of Managed Accounts | $731,000 | 221 |
| Number of Non-Managed Accounts | $54,000 | 262 |
| Total fiduciary and related assets | $619,187,000 | 252 |
| Managed Assets ($) | $573,922,000 | 220 |
| Non-managed Assets ($) | $45,265,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 224 |
| 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 | $785,000 | 266 |
| Number of Managed Accounts | $730,000 | 228 |
| Number of Non-Managed Accounts | $55,000 | 394 |
| Total fiduciary and related assets | $615,835,000 | 252 |
| Managed Assets ($) | $571,139,000 | 221 |
| Non-managed Assets ($) | $44,696,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,017,000 | 210 |
| 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 | $795,000 | 249 |
| Number of Managed Accounts | $735,000 | 220 |
| Number of Non-Managed Accounts | $60,000 | 244 |
| Total fiduciary and related assets | $597,753,000 | 255 |
| Managed Assets ($) | $550,116,000 | 222 |
| Non-managed Assets ($) | $47,637,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,830,000 | 205 |
| 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 | $806,000 | 249 |
| Number of Managed Accounts | $745,000 | 218 |
| Number of Non-Managed Accounts | $61,000 | 247 |
| Total fiduciary and related assets | $589,900,000 | 252 |
| Managed Assets ($) | $547,574,000 | 221 |
| Non-managed Assets ($) | $42,326,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,675,000 | 196 |
| 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 | $817,000 | 248 |
| Number of Managed Accounts | $754,000 | 217 |
| Number of Non-Managed Accounts | $63,000 | 241 |
| Total fiduciary and related assets | $592,210,000 | 251 |
| Managed Assets ($) | $546,502,000 | 223 |
| Non-managed Assets ($) | $45,708,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,128,000 | 223 |
| 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 | $824,000 | 252 |
| Number of Managed Accounts | $752,000 | 216 |
| Number of Non-Managed Accounts | $72,000 | 340 |
| Total fiduciary and related assets | $578,063,000 | 249 |
| Managed Assets ($) | $530,556,000 | 224 |
| Non-managed Assets ($) | $47,507,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,453,000 | 216 |
| 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 | $834,000 | 240 |
| Number of Managed Accounts | $762,000 | 209 |
| Number of Non-Managed Accounts | $72,000 | 231 |
| Total fiduciary and related assets | $577,367,000 | 252 |
| Managed Assets ($) | $531,178,000 | 221 |
| Non-managed Assets ($) | $46,189,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,347,000 | 212 |
| 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 | $833,000 | 241 |
| Number of Managed Accounts | $765,000 | 210 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $582,797,000 | 250 |
| Managed Assets ($) | $541,569,000 | 223 |
| Non-managed Assets ($) | $41,228,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,202,000 | 216 |
| 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 | $849,000 | 239 |
| Number of Managed Accounts | $772,000 | 209 |
| Number of Non-Managed Accounts | $77,000 | 221 |
| Total fiduciary and related assets | $569,964,000 | 252 |
| Managed Assets ($) | $540,389,000 | 220 |
| Non-managed Assets ($) | $29,575,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 217 |
| 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 | $850,000 | 247 |
| Number of Managed Accounts | $773,000 | 212 |
| Number of Non-Managed Accounts | $77,000 | 328 |
| Total fiduciary and related assets | $600,298,000 | 245 |
| Managed Assets ($) | $533,827,000 | 221 |
| Non-managed Assets ($) | $66,471,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,728,000 | 209 |
| 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 | $851,000 | 237 |
| Number of Managed Accounts | $770,000 | 207 |
| Number of Non-Managed Accounts | $81,000 | 215 |
| Total fiduciary and related assets | $601,597,000 | 241 |
| Managed Assets ($) | $534,385,000 | 215 |
| Non-managed Assets ($) | $67,212,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,576,000 | 208 |
| 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 | $863,000 | 239 |
| Number of Managed Accounts | $785,000 | 208 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $637,835,000 | 242 |
| Managed Assets ($) | $559,003,000 | 215 |
| Non-managed Assets ($) | $78,832,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,413,000 | 211 |
| 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 | $885,000 | 230 |
| Number of Managed Accounts | $796,000 | 205 |
| Number of Non-Managed Accounts | $89,000 | 207 |
| Total fiduciary and related assets | $648,147,000 | 241 |
| Managed Assets ($) | $566,860,000 | 210 |
| Non-managed Assets ($) | $81,287,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 209 |
| 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 | $888,000 | 240 |
| Number of Managed Accounts | $802,000 | 201 |
| Number of Non-Managed Accounts | $86,000 | 320 |
| Total fiduciary and related assets | $649,714,000 | 237 |
| Managed Assets ($) | $575,472,000 | 206 |
| Non-managed Assets ($) | $74,242,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,749,000 | 202 |
| 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 | $905,000 | 227 |
| Number of Managed Accounts | $809,000 | 196 |
| Number of Non-Managed Accounts | $96,000 | 203 |
| Total fiduciary and related assets | $651,071,000 | 239 |
| Managed Assets ($) | $576,578,000 | 200 |
| Non-managed Assets ($) | $74,493,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,496,000 | 204 |
| 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 | $902,000 | 226 |
| Number of Managed Accounts | $804,000 | 199 |
| Number of Non-Managed Accounts | $98,000 | 201 |
| Total fiduciary and related assets | $663,048,000 | 234 |
| Managed Assets ($) | $578,950,000 | 200 |
| Non-managed Assets ($) | $84,098,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,302,000 | 205 |
| 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 | $910,000 | 228 |
| Number of Managed Accounts | $813,000 | 194 |
| Number of Non-Managed Accounts | $97,000 | 211 |
| Total fiduciary and related assets | $648,503,000 | 234 |
| Managed Assets ($) | $569,961,000 | 199 |
| Non-managed Assets ($) | $78,542,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 206 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,016,000 | 217 |
| Number of Managed Accounts | $810,000 | 197 |
| Number of Non-Managed Accounts | $206,000 | 193 |
| Total fiduciary and related assets | $601,942,000 | 242 |
| Managed Assets ($) | $524,258,000 | 209 |
| Non-managed Assets ($) | $77,684,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,351,000 | 199 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,015,000 | 203 |
| Number of Managed Accounts | $811,000 | 186 |
| Number of Non-Managed Accounts | $204,000 | 150 |
| Total fiduciary and related assets | $576,918,000 | 245 |
| Managed Assets ($) | $502,509,000 | 207 |
| Non-managed Assets ($) | $74,409,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,256,000 | 198 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,024,000 | 201 |
| Number of Managed Accounts | $821,000 | 183 |
| Number of Non-Managed Accounts | $203,000 | 154 |
| Total fiduciary and related assets | $581,167,000 | 241 |
| Managed Assets ($) | $511,696,000 | 195 |
| Non-managed Assets ($) | $69,471,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,178,000 | 199 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,031,000 | 200 |
| Number of Managed Accounts | $826,000 | 182 |
| Number of Non-Managed Accounts | $205,000 | 157 |
| Total fiduciary and related assets | $591,413,000 | 236 |
| Managed Assets ($) | $522,867,000 | 194 |
| Non-managed Assets ($) | $68,546,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 197 |
| 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 | $931,000 | 226 |
| Number of Managed Accounts | $824,000 | 186 |
| Number of Non-Managed Accounts | $107,000 | 305 |
| Total fiduciary and related assets | $575,255,000 | 237 |
| Managed Assets ($) | $508,203,000 | 190 |
| Non-managed Assets ($) | $67,052,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,028,000 | 197 |
| 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 | $949,000 | 207 |
| Number of Managed Accounts | $842,000 | 178 |
| Number of Non-Managed Accounts | $107,000 | 198 |
| Total fiduciary and related assets | $578,924,000 | 232 |
| Managed Assets ($) | $514,294,000 | 188 |
| Non-managed Assets ($) | $64,630,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,859,000 | 202 |
| 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 | $988,000 | 199 |
| Number of Managed Accounts | $852,000 | 174 |
| Number of Non-Managed Accounts | $136,000 | 183 |
| Total fiduciary and related assets | $566,225,000 | 231 |
| Managed Assets ($) | $493,640,000 | 186 |
| Non-managed Assets ($) | $72,585,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 217 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,004,000 | 199 |
| Number of Managed Accounts | $860,000 | 169 |
| Number of Non-Managed Accounts | $144,000 | 176 |
| Total fiduciary and related assets | $576,988,000 | 223 |
| Managed Assets ($) | $502,593,000 | 188 |
| Non-managed Assets ($) | $74,395,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $968,000 | 202 |
| 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 | $922,000 | 225 |
| Number of Managed Accounts | $850,000 | 174 |
| Number of Non-Managed Accounts | $72,000 | 391 |
| Total fiduciary and related assets | $548,806,000 | 222 |
| Managed Assets ($) | $505,800,000 | 177 |
| Non-managed Assets ($) | $43,006,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,918,000 | 167 |
| 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 | $923,000 | 212 |
| Number of Managed Accounts | $849,000 | 170 |
| Number of Non-Managed Accounts | $74,000 | 221 |
| Total fiduciary and related assets | $520,289,000 | 227 |
| Managed Assets ($) | $481,104,000 | 177 |
| Non-managed Assets ($) | $39,185,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,955,000 | 168 |
| 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 | $929,000 | 212 |
| Number of Managed Accounts | $852,000 | 168 |
| Number of Non-Managed Accounts | $77,000 | 223 |
| Total fiduciary and related assets | $562,587,000 | 220 |
| Managed Assets ($) | $517,459,000 | 175 |
| Non-managed Assets ($) | $45,128,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,983,000 | 170 |
| 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 | $943,000 | 211 |
| Number of Managed Accounts | $862,000 | 162 |
| Number of Non-Managed Accounts | $81,000 | 222 |
| Total fiduciary and related assets | $565,799,000 | 221 |
| Managed Assets ($) | $520,683,000 | 177 |
| Non-managed Assets ($) | $45,116,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 173 |
| 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 | $961,000 | 223 |
| Number of Managed Accounts | $874,000 | 169 |
| Number of Non-Managed Accounts | $87,000 | 367 |
| Total fiduciary and related assets | $561,841,000 | 219 |
| Managed Assets ($) | $516,296,000 | 176 |
| Non-managed Assets ($) | $45,545,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,049,000 | 159 |
| 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 | $982,000 | 204 |
| Number of Managed Accounts | $892,000 | 158 |
| Number of Non-Managed Accounts | $90,000 | 219 |
| Total fiduciary and related assets | $566,668,000 | 216 |
| Managed Assets ($) | $522,246,000 | 168 |
| Non-managed Assets ($) | $44,422,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,039,000 | 157 |
| 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 | $988,000 | 206 |
| Number of Managed Accounts | $897,000 | 158 |
| Number of Non-Managed Accounts | $91,000 | 218 |
| Total fiduciary and related assets | $540,376,000 | 213 |
| Managed Assets ($) | $497,819,000 | 168 |
| Non-managed Assets ($) | $42,557,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,103,000 | 156 |
| 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 | $1,009,000 | 204 |
| Number of Managed Accounts | $906,000 | 156 |
| Number of Non-Managed Accounts | $103,000 | 212 |
| Total fiduciary and related assets | $573,097,000 | 217 |
| Managed Assets ($) | $515,589,000 | 174 |
| Non-managed Assets ($) | $57,508,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $962,000 | 167 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,012,000 | 220 |
| Number of Managed Accounts | $914,000 | 162 |
| Number of Non-Managed Accounts | $98,000 | 352 |
| Total fiduciary and related assets | $568,407,000 | 217 |
| Managed Assets ($) | $513,717,000 | 177 |
| Non-managed Assets ($) | $54,690,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,762,000 | 169 |
| 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 | $1,037,000 | 204 |
| Number of Managed Accounts | $979,000 | 149 |
| Number of Non-Managed Accounts | $58,000 | 245 |
| Total fiduciary and related assets | $545,108,000 | 220 |
| Managed Assets ($) | $530,228,000 | 173 |
| Non-managed Assets ($) | $14,880,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,755,000 | 172 |
| 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 | $1,070,000 | 198 |
| Number of Managed Accounts | $1,002,000 | 150 |
| Number of Non-Managed Accounts | $68,000 | 241 |
| Total fiduciary and related assets | $552,672,000 | 215 |
| Managed Assets ($) | $515,819,000 | 170 |
| Non-managed Assets ($) | $36,853,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,820,000 | 174 |
| 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 | $1,101,000 | 191 |
| Number of Managed Accounts | $1,031,000 | 152 |
| Number of Non-Managed Accounts | $70,000 | 236 |
| Total fiduciary and related assets | $529,372,000 | 213 |
| Managed Assets ($) | $493,955,000 | 170 |
| Non-managed Assets ($) | $35,417,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 171 |
| 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 | $1,100,000 | 213 |
| Number of Managed Accounts | $1,031,000 | 155 |
| Number of Non-Managed Accounts | $69,000 | 457 |
| Total fiduciary and related assets | $551,058,000 | 213 |
| Managed Assets ($) | $514,399,000 | 170 |
| Non-managed Assets ($) | $36,659,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,329,000 | 169 |
| 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 | $1,134,000 | 193 |
| Number of Managed Accounts | $1,063,000 | 146 |
| Number of Non-Managed Accounts | $71,000 | 248 |
| Total fiduciary and related assets | $620,886,000 | 208 |
| Managed Assets ($) | $577,430,000 | 163 |
| Non-managed Assets ($) | $43,456,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,333,000 | 171 |
| 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 | $1,147,000 | 190 |
| Number of Managed Accounts | $1,065,000 | 148 |
| Number of Non-Managed Accounts | $82,000 | 241 |
| Total fiduciary and related assets | $651,321,000 | 214 |
| Managed Assets ($) | $592,452,000 | 169 |
| Non-managed Assets ($) | $58,869,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 173 |
| 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 | $1,143,000 | 191 |
| Number of Managed Accounts | $1,067,000 | 147 |
| Number of Non-Managed Accounts | $76,000 | 250 |
| Total fiduciary and related assets | $661,106,000 | 215 |
| Managed Assets ($) | $589,279,000 | 175 |
| Non-managed Assets ($) | $71,827,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,127,000 | 172 |
| 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 | $1,168,000 | 197 |
| Number of Managed Accounts | $1,092,000 | 144 |
| Number of Non-Managed Accounts | $76,000 | 444 |
| Total fiduciary and related assets | $672,121,000 | 217 |
| Managed Assets ($) | $616,947,000 | 170 |
| Non-managed Assets ($) | $55,174,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,577,000 | 168 |
| 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 | $1,186,000 | 177 |
| Number of Managed Accounts | $1,121,000 | 138 |
| Number of Non-Managed Accounts | $65,000 | 249 |
| Total fiduciary and related assets | $694,650,000 | 214 |
| Managed Assets ($) | $640,830,000 | 167 |
| Non-managed Assets ($) | $53,820,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,389,000 | 166 |
| 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 | $1,226,000 | 177 |
| Number of Managed Accounts | $1,147,000 | 141 |
| Number of Non-Managed Accounts | $79,000 | 243 |
| Total fiduciary and related assets | $724,077,000 | 218 |
| Managed Assets ($) | $655,890,000 | 173 |
| Non-managed Assets ($) | $68,187,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,218,000 | 176 |
| 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 | $1,308,000 | 163 |
| Number of Managed Accounts | $1,216,000 | 131 |
| Number of Non-Managed Accounts | $92,000 | 236 |
| Total fiduciary and related assets | $704,800,000 | 218 |
| Managed Assets ($) | $641,343,000 | 171 |
| Non-managed Assets ($) | $63,457,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,067,000 | 179 |
| 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 | $1,419,000 | 165 |
| Number of Managed Accounts | $1,305,000 | 123 |
| Number of Non-Managed Accounts | $114,000 | 337 |
| Total fiduciary and related assets | $706,792,000 | 220 |
| Managed Assets ($) | $640,331,000 | 173 |
| Non-managed Assets ($) | $66,461,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,268,000 | 173 |
| 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 | $1,521,000 | 142 |
| Number of Managed Accounts | $1,377,000 | 117 |
| Number of Non-Managed Accounts | $144,000 | 209 |
| Total fiduciary and related assets | $703,894,000 | 221 |
| Managed Assets ($) | $636,044,000 | 179 |
| Non-managed Assets ($) | $67,850,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,192,000 | 178 |
| 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 | $1,527,000 | 145 |
| Number of Managed Accounts | $1,385,000 | 122 |
| Number of Non-Managed Accounts | $142,000 | 216 |
| Total fiduciary and related assets | $679,036,000 | 231 |
| Managed Assets ($) | $632,069,000 | 183 |
| Non-managed Assets ($) | $46,967,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,132,000 | 185 |
| 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 | $1,546,000 | 145 |
| Number of Managed Accounts | $1,381,000 | 118 |
| Number of Non-Managed Accounts | $165,000 | 208 |
| Total fiduciary and related assets | $693,507,000 | 228 |
| Managed Assets ($) | $644,108,000 | 181 |
| Non-managed Assets ($) | $49,399,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,062,000 | 182 |
| 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 | $1,582,000 | 150 |
| Number of Managed Accounts | $1,378,000 | 121 |
| Number of Non-Managed Accounts | $204,000 | 255 |
| Total fiduciary and related assets | $692,533,000 | 225 |
| Managed Assets ($) | $627,864,000 | 183 |
| Non-managed Assets ($) | $64,669,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,244,000 | 175 |
| 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 | $1,619,000 | 136 |
| Number of Managed Accounts | $1,394,000 | 117 |
| Number of Non-Managed Accounts | $225,000 | 172 |
| Total fiduciary and related assets | $706,990,000 | 223 |
| Managed Assets ($) | $634,020,000 | 176 |
| Non-managed Assets ($) | $72,970,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,132,000 | 176 |
| 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 | $1,677,000 | 130 |
| Number of Managed Accounts | $1,450,000 | 110 |
| Number of Non-Managed Accounts | $227,000 | 170 |
| Total fiduciary and related assets | $679,037,000 | 223 |
| Managed Assets ($) | $617,480,000 | 178 |
| Non-managed Assets ($) | $61,557,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,087,000 | 174 |
| 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 | $1,764,000 | 130 |
| Number of Managed Accounts | $1,523,000 | 108 |
| Number of Non-Managed Accounts | $241,000 | 167 |
| Total fiduciary and related assets | $688,947,000 | 226 |
| Managed Assets ($) | $627,764,000 | 179 |
| Non-managed Assets ($) | $61,183,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 176 |
| 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 | $1,874,000 | 134 |
| Number of Managed Accounts | $1,599,000 | 110 |
| Number of Non-Managed Accounts | $275,000 | 204 |
| Total fiduciary and related assets | $731,210,000 | 220 |
| Managed Assets ($) | $658,743,000 | 172 |
| Non-managed Assets ($) | $72,467,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,746,000 | 182 |
| 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 | $1,950,000 | 122 |
| Number of Managed Accounts | $1,640,000 | 103 |
| Number of Non-Managed Accounts | $310,000 | 148 |
| Total fiduciary and related assets | $704,257,000 | 218 |
| Managed Assets ($) | $630,554,000 | 169 |
| Non-managed Assets ($) | $73,703,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,688,000 | 183 |
| 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 | $2,009,000 | 117 |
| Number of Managed Accounts | $1,698,000 | 102 |
| Number of Non-Managed Accounts | $311,000 | 149 |
| Total fiduciary and related assets | $712,232,000 | 217 |
| Managed Assets ($) | $637,207,000 | 168 |
| Non-managed Assets ($) | $75,025,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,735,000 | 191 |
| 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 | $2,041,000 | 116 |
| Number of Managed Accounts | $1,717,000 | 99 |
| Number of Non-Managed Accounts | $324,000 | 144 |
| Total fiduciary and related assets | $731,608,000 | 210 |
| Managed Assets ($) | $657,994,000 | 166 |
| Non-managed Assets ($) | $73,614,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 193 |
| 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 | $2,064,000 | 127 |
| Number of Managed Accounts | $1,745,000 | 107 |
| Number of Non-Managed Accounts | $319,000 | 201 |
| Total fiduciary and related assets | $733,651,000 | 213 |
| Managed Assets ($) | $663,885,000 | 166 |
| Non-managed Assets ($) | $69,766,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,316,000 | 193 |
| 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 | $2,071,000 | 125 |
| Number of Managed Accounts | $1,747,000 | 104 |
| Number of Non-Managed Accounts | $324,000 | 166 |
| Total fiduciary and related assets | $722,374,000 | 219 |
| Managed Assets ($) | $652,272,000 | 171 |
| Non-managed Assets ($) | $70,102,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,454,000 | 204 |
| 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 | $2,075,000 | 126 |
| Number of Managed Accounts | $1,746,000 | 103 |
| Number of Non-Managed Accounts | $329,000 | 170 |
| Total fiduciary and related assets | $774,908,000 | 211 |
| Managed Assets ($) | $706,350,000 | 159 |
| Non-managed Assets ($) | $68,558,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,693,000 | 204 |
| 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 | $2,070,000 | 132 |
| Number of Managed Accounts | $1,732,000 | 110 |
| Number of Non-Managed Accounts | $338,000 | 174 |
| Total fiduciary and related assets | $719,062,000 | 220 |
| Managed Assets ($) | $662,322,000 | 168 |
| Non-managed Assets ($) | $56,740,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 202 |
| 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 | $2,080,000 | 138 |
| Number of Managed Accounts | $1,730,000 | 115 |
| Number of Non-Managed Accounts | $350,000 | 208 |
| Total fiduciary and related assets | $791,749,000 | 212 |
| Managed Assets ($) | $726,209,000 | 155 |
| Non-managed Assets ($) | $65,540,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,497,000 | 207 |
| 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 | $1,939,000 | 132 |
| Number of Managed Accounts | $1,609,000 | 109 |
| Number of Non-Managed Accounts | $330,000 | 200 |
| Total fiduciary and related assets | $953,910,000 | 177 |
| Managed Assets ($) | $892,943,000 | 132 |
| Non-managed Assets ($) | $60,967,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,392,000 | 217 |
| 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 | $3,908,000 | 191 |
| 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 | $3,253,000 | 251 |
| 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 | $3,740,000 | 228 |
| 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 | $1,743,000 | 348 |
| 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 | $1,603,000 | 397 |
| 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 | $1,511,000 | 434 |
| 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 | $1,400,000 | 443 |
| 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 | $1,302,000 | 486 |
| 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 | $1,019,000 | 549 |