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Rolfe State Bank, Fiduciary and Related Services

2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0402
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0402
Managed Assets ($)$0393
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$0972
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$19,000917
Number of Managed Accounts$2,0001,030
Number of Non-Managed Accounts$17,000597
Total fiduciary and related assets$4,421,000936
Managed Assets ($)$3,074,000920
Non-managed Assets ($)$1,347,000730
Memoranda
Gross Fiduciary activities income$10,000946
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0405
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0405
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$7,000934
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0407
Number of Managed Accounts$0398
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0407
Managed Assets ($)$0398
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$1,000997
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0399
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0410
Managed Assets ($)$0398
Non-managed Assets ($)$0394
Memoranda
Gross Fiduciary activities income$01,003
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$24,000923
Number of Managed Accounts$5,000990
Number of Non-Managed Accounts$19,000596
Total fiduciary and related assets$8,428,000902
Managed Assets ($)$6,837,000866
Non-managed Assets ($)$1,591,000747
Memoranda
Gross Fiduciary activities income$11,000971
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0401
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0401
Managed Assets ($)$0391
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$01,093
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0403
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0403
Managed Assets ($)$0393
Non-managed Assets ($)$0386
Memoranda
Gross Fiduciary activities income$01,079
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0406
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,045
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$19,000984
Number of Managed Accounts$4,0001,044
Number of Non-Managed Accounts$15,000654
Total fiduciary and related assets$7,467,000960
Managed Assets ($)$6,086,000917
Non-managed Assets ($)$1,381,000790
Memoranda
Gross Fiduciary activities income$16,000979
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0402
Number of Non-Managed Accounts$0399
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,132
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0419
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,122
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,076
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$20,0001,015
Number of Managed Accounts$3,0001,092
Number of Non-Managed Accounts$17,000664
Total fiduciary and related assets$7,432,000981
Managed Assets ($)$6,091,000938
Non-managed Assets ($)$1,341,000813
Memoranda
Gross Fiduciary activities income$20,000990
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0398
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$1,0001,117
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0420
Number of Managed Accounts$0405
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Non-managed Assets ($)$0401
Memoranda
Gross Fiduciary activities income$1,0001,108
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,118
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$23,0001,030
Number of Managed Accounts$4,0001,113
Number of Non-Managed Accounts$19,000688
Total fiduciary and related assets$7,039,0001,023
Managed Assets ($)$5,829,000971
Non-managed Assets ($)$1,210,000859
Memoranda
Gross Fiduciary activities income$17,0001,028
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0402
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Non-managed Assets ($)$0400
Memoranda
Gross Fiduciary activities income$1,0001,152
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$1,0001,132
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0424
Number of Managed Accounts$0411
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$1,0001,081
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$27,0001,031
Number of Managed Accounts$4,0001,144
Number of Non-Managed Accounts$23,000658
Total fiduciary and related assets$7,439,0001,024
Managed Assets ($)$6,346,000965
Non-managed Assets ($)$1,093,000887
Memoranda
Gross Fiduciary activities income$22,0001,038
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$1,0001,186
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$1,0001,167
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0400
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$1,0001,109
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,0001,032
Number of Managed Accounts$4,0001,159
Number of Non-Managed Accounts$26,000646
Total fiduciary and related assets$6,822,0001,044
Managed Assets ($)$5,828,000990
Non-managed Assets ($)$994,000914
Memoranda
Gross Fiduciary activities income$25,0001,044
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$1,0001,226
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$1,0001,200
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$1,0001,128
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$31,0001,052
Number of Managed Accounts$5,0001,184
Number of Non-Managed Accounts$26,000644
Total fiduciary and related assets$4,617,0001,119
Managed Assets ($)$3,639,0001,073
Non-managed Assets ($)$978,000935
Memoranda
Gross Fiduciary activities income$20,0001,031
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities income$1,0001,199
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities income$1,0001,171
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$1,0001,126
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$29,0001,124
Number of Managed Accounts$5,0001,233
Number of Non-Managed Accounts$24,000705
Total fiduciary and related assets$3,930,0001,193
Managed Assets ($)$2,902,0001,143
Non-managed Assets ($)$1,028,000968
Memoranda
Gross Fiduciary activities income$18,0001,076
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$1,0001,261
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$1,0001,231
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities income$1,0001,185
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$32,0001,137
Number of Managed Accounts$6,0001,253
Number of Non-Managed Accounts$26,000709
Total fiduciary and related assets$3,939,0001,216
Managed Assets ($)$3,001,0001,175
Non-managed Assets ($)$938,0001,002
Memoranda
Gross Fiduciary activities income$17,0001,108
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$1,0001,297
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$1,0001,272
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$1,0001,214
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$30,0001,187
Number of Managed Accounts$6,0001,293
Number of Non-Managed Accounts$24,000723
Total fiduciary and related assets$3,879,0001,239
Managed Assets ($)$3,057,0001,199
Non-managed Assets ($)$822,0001,016
Memoranda
Gross Fiduciary activities income$13,0001,184
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities income$01,405
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities income$01,395
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$01,326
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$33,0001,186
Number of Managed Accounts$8,0001,290
Number of Non-Managed Accounts$25,000717
Total fiduciary and related assets$1,789,0001,400
Managed Assets ($)$973,0001,383
Non-managed Assets ($)$816,0001,054
Memoranda
Gross Fiduciary activities income$12,0001,233
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities income$01,458
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$01,429
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$01,355
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$46,0001,121
Number of Managed Accounts$8,0001,320
Number of Non-Managed Accounts$38,000631
Total fiduciary and related assets$1,634,0001,435
Managed Assets ($)$893,0001,420
Non-managed Assets ($)$741,0001,072
Memoranda
Gross Fiduciary activities income$11,0001,257
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$01,468
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$01,458
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$01,380
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$65,0001,046
Number of Managed Accounts$8,0001,367
Number of Non-Managed Accounts$57,000548
Total fiduciary and related assets$1,776,0001,457
Managed Assets ($)$930,0001,458
Non-managed Assets ($)$846,0001,077
Memoranda
Gross Fiduciary activities income$10,0001,298
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$01,504
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$01,480
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$01,418
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$65,0001,051
Number of Managed Accounts$7,0001,404
Number of Non-Managed Accounts$58,000544
Total fiduciary and related assets$1,844,0001,478
Managed Assets ($)$1,045,0001,467
Non-managed Assets ($)$799,0001,079
Memoranda
Gross Fiduciary activities income$9,0001,335
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$01,547
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$01,518
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$01,441
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$68,0001,073
Number of Managed Accounts$7,0001,462
Number of Non-Managed Accounts$61,000565
Total fiduciary and related assets$1,705,0001,532
Managed Assets ($)$969,0001,512
Non-managed Assets ($)$736,0001,131
Memoranda
Gross Fiduciary activities income$10,0001,355
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$1,0001,533
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$1,0001,488
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$1,0001,409
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$69,0001,093
Number of Managed Accounts$6,0001,546
Number of Non-Managed Accounts$63,000560
Total fiduciary and related assets$1,665,0001,572
Managed Assets ($)$995,0001,566
Non-managed Assets ($)$670,0001,165
Memoranda
Gross Fiduciary activities income$9,0001,429
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$69,0001,044
Number of Managed Accounts$68,000889
Number of Non-Managed Accounts$1,0001,287
Total fiduciary and related assets$1,742,0001,506
Managed Assets ($)$1,231,0001,494
Non-managed Assets ($)$511,0001,162
Memoranda
Gross Fiduciary activities income$10,0001,431
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA