Home > South State Bank > Fiduciary and Related Services
South State Bank, Fiduciary and Related Services
| 2020-03-31 | 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 | $1,396,000 | 171 |
| Number of Managed Accounts | $1,344,000 | 144 |
| Number of Non-Managed Accounts | $52,000 | 237 |
| Total fiduciary and related assets | $1,666,963,000 | 143 |
| Managed Assets ($) | $1,610,124,000 | 116 |
| Non-managed Assets ($) | $56,839,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,607,000 | 116 |
| 2019-12-31 | 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 | $1,380,000 | 179 |
| Number of Managed Accounts | $1,327,000 | 149 |
| Number of Non-Managed Accounts | $53,000 | 389 |
| Total fiduciary and related assets | $1,827,102,000 | 148 |
| Managed Assets ($) | $1,755,070,000 | 119 |
| Non-managed Assets ($) | $72,032,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,871,000 | 118 |
| 2019-09-30 | 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 | $1,379,000 | 170 |
| Number of Managed Accounts | $1,325,000 | 146 |
| Number of Non-Managed Accounts | $54,000 | 240 |
| Total fiduciary and related assets | $1,760,308,000 | 149 |
| Managed Assets ($) | $1,688,856,000 | 120 |
| Non-managed Assets ($) | $71,452,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,487,000 | 115 |
| 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 | $1,389,000 | 171 |
| Number of Managed Accounts | $1,334,000 | 148 |
| Number of Non-Managed Accounts | $55,000 | 249 |
| Total fiduciary and related assets | $1,790,318,000 | 147 |
| Managed Assets ($) | $1,712,015,000 | 120 |
| Non-managed Assets ($) | $78,303,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,181,000 | 115 |
| 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 | $1,404,000 | 167 |
| Number of Managed Accounts | $1,350,000 | 144 |
| Number of Non-Managed Accounts | $54,000 | 257 |
| Total fiduciary and related assets | $1,755,682,000 | 150 |
| Managed Assets ($) | $1,660,427,000 | 123 |
| Non-managed Assets ($) | $95,255,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,541,000 | 116 |
| 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 | $1,407,000 | 169 |
| Number of Managed Accounts | $1,345,000 | 146 |
| Number of Non-Managed Accounts | $62,000 | 356 |
| Total fiduciary and related assets | $1,624,917,000 | 149 |
| Managed Assets ($) | $1,532,607,000 | 119 |
| Non-managed Assets ($) | $92,310,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,608,000 | 115 |
| 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 | $1,433,000 | 163 |
| Number of Managed Accounts | $1,369,000 | 140 |
| Number of Non-Managed Accounts | $64,000 | 235 |
| Total fiduciary and related assets | $1,714,225,000 | 148 |
| Managed Assets ($) | $1,607,450,000 | 121 |
| Non-managed Assets ($) | $106,775,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,295,000 | 114 |
| 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 | $1,494,000 | 160 |
| Number of Managed Accounts | $1,434,000 | 137 |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Total fiduciary and related assets | $1,656,574,000 | 149 |
| Managed Assets ($) | $1,562,263,000 | 120 |
| Non-managed Assets ($) | $94,311,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,019,000 | 113 |
| 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 | $1,495,000 | 162 |
| Number of Managed Accounts | $1,419,000 | 139 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $1,655,845,000 | 152 |
| Managed Assets ($) | $1,562,510,000 | 120 |
| Non-managed Assets ($) | $93,335,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,473,000 | 114 |
| 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 | $1,583,000 | 159 |
| Number of Managed Accounts | $1,498,000 | 132 |
| Number of Non-Managed Accounts | $85,000 | 289 |
| Total fiduciary and related assets | $1,674,002,000 | 151 |
| Managed Assets ($) | $1,568,621,000 | 122 |
| Non-managed Assets ($) | $105,381,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,605,000 | 112 |
| 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 | $1,330,000 | 177 |
| Number of Managed Accounts | $1,061,000 | 167 |
| Number of Non-Managed Accounts | $269,000 | 120 |
| Total fiduciary and related assets | $1,770,215,000 | 142 |
| Managed Assets ($) | $1,233,577,000 | 136 |
| Non-managed Assets ($) | $536,638,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,994,000 | 112 |
| 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 | $1,335,000 | 171 |
| Number of Managed Accounts | $1,046,000 | 167 |
| Number of Non-Managed Accounts | $289,000 | 114 |
| Total fiduciary and related assets | $1,753,167,000 | 139 |
| Managed Assets ($) | $1,210,083,000 | 132 |
| Non-managed Assets ($) | $543,084,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,615,000 | 111 |
| 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 | $1,361,000 | 170 |
| Number of Managed Accounts | $1,046,000 | 168 |
| Number of Non-Managed Accounts | $315,000 | 108 |
| Total fiduciary and related assets | $1,737,882,000 | 136 |
| Managed Assets ($) | $1,180,581,000 | 130 |
| Non-managed Assets ($) | $557,301,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,153,000 | 113 |
| 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 | $1,068,000 | 202 |
| Number of Managed Accounts | $882,000 | 193 |
| Number of Non-Managed Accounts | $186,000 | 189 |
| Total fiduciary and related assets | $1,507,959,000 | 143 |
| Managed Assets ($) | $1,004,810,000 | 143 |
| Non-managed Assets ($) | $503,149,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,291,000 | 116 |
| 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 | $1,069,000 | 201 |
| Number of Managed Accounts | $875,000 | 192 |
| Number of Non-Managed Accounts | $194,000 | 149 |
| Total fiduciary and related assets | $1,504,211,000 | 143 |
| Managed Assets ($) | $968,522,000 | 148 |
| Non-managed Assets ($) | $535,689,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,169,000 | 116 |
| 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 | $1,055,000 | 203 |
| Number of Managed Accounts | $849,000 | 199 |
| Number of Non-Managed Accounts | $206,000 | 147 |
| Total fiduciary and related assets | $1,440,120,000 | 142 |
| Managed Assets ($) | $925,107,000 | 153 |
| Non-managed Assets ($) | $515,013,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,466,000 | 116 |
| 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 | $1,031,000 | 206 |
| Number of Managed Accounts | $841,000 | 198 |
| Number of Non-Managed Accounts | $190,000 | 154 |
| Total fiduciary and related assets | $1,366,017,000 | 150 |
| Managed Assets ($) | $865,376,000 | 159 |
| Non-managed Assets ($) | $500,641,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,692,000 | 118 |
| 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 | $1,023,000 | 213 |
| Number of Managed Accounts | $836,000 | 199 |
| Number of Non-Managed Accounts | $187,000 | 198 |
| Total fiduciary and related assets | $1,335,365,000 | 151 |
| Managed Assets ($) | $830,045,000 | 159 |
| Non-managed Assets ($) | $505,320,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,992,000 | 117 |
| 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 | $1,020,000 | 204 |
| Number of Managed Accounts | $825,000 | 198 |
| Number of Non-Managed Accounts | $195,000 | 152 |
| Total fiduciary and related assets | $1,318,889,000 | 152 |
| Managed Assets ($) | $790,474,000 | 160 |
| Non-managed Assets ($) | $528,415,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,457,000 | 116 |
| 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 | $1,017,000 | 207 |
| Number of Managed Accounts | $831,000 | 198 |
| Number of Non-Managed Accounts | $186,000 | 153 |
| Total fiduciary and related assets | $1,406,338,000 | 151 |
| Managed Assets ($) | $836,502,000 | 161 |
| Non-managed Assets ($) | $569,836,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,367,000 | 121 |
| 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 | $995,000 | 209 |
| Number of Managed Accounts | $808,000 | 199 |
| Number of Non-Managed Accounts | $187,000 | 155 |
| Total fiduciary and related assets | $1,398,450,000 | 151 |
| Managed Assets ($) | $823,059,000 | 163 |
| Non-managed Assets ($) | $575,391,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,652,000 | 122 |
| 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 | $970,000 | 222 |
| Number of Managed Accounts | $783,000 | 206 |
| Number of Non-Managed Accounts | $187,000 | 202 |
| Total fiduciary and related assets | $1,286,255,000 | 157 |
| Managed Assets ($) | $733,657,000 | 173 |
| Non-managed Assets ($) | $552,598,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,917,000 | 131 |
| 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 | $973,000 | 215 |
| Number of Managed Accounts | $788,000 | 201 |
| Number of Non-Managed Accounts | $185,000 | 152 |
| Total fiduciary and related assets | $1,316,393,000 | 153 |
| Managed Assets ($) | $756,184,000 | 166 |
| Non-managed Assets ($) | $560,209,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,107,000 | 157 |
| 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 | $1,023,000 | 207 |
| Number of Managed Accounts | $810,000 | 197 |
| Number of Non-Managed Accounts | $213,000 | 144 |
| Total fiduciary and related assets | $1,303,715,000 | 152 |
| Managed Assets ($) | $709,040,000 | 168 |
| Non-managed Assets ($) | $594,675,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,869,000 | 125 |
| 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 | $983,000 | 216 |
| Number of Managed Accounts | $771,000 | 202 |
| Number of Non-Managed Accounts | $212,000 | 148 |
| Total fiduciary and related assets | $1,255,224,000 | 156 |
| Managed Assets ($) | $669,629,000 | 172 |
| Non-managed Assets ($) | $585,595,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 128 |
| 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 | $973,000 | 226 |
| Number of Managed Accounts | $753,000 | 209 |
| Number of Non-Managed Accounts | $220,000 | 184 |
| Total fiduciary and related assets | $1,221,081,000 | 159 |
| Managed Assets ($) | $633,824,000 | 179 |
| Non-managed Assets ($) | $587,257,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,768,000 | 150 |
| 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 | $982,000 | 208 |
| Number of Managed Accounts | $754,000 | 201 |
| Number of Non-Managed Accounts | $228,000 | 141 |
| Total fiduciary and related assets | $1,208,007,000 | 155 |
| Managed Assets ($) | $602,732,000 | 177 |
| Non-managed Assets ($) | $605,275,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,449,000 | 158 |
| 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 | $653,000 | 271 |
| Number of Managed Accounts | $574,000 | 240 |
| Number of Non-Managed Accounts | $79,000 | 226 |
| Total fiduciary and related assets | $623,590,000 | 222 |
| Managed Assets ($) | $497,805,000 | 199 |
| Non-managed Assets ($) | $125,785,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,590,000 | 172 |
| 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 | $721,000 | 263 |
| Number of Managed Accounts | $610,000 | 236 |
| Number of Non-Managed Accounts | $111,000 | 204 |
| Total fiduciary and related assets | $651,781,000 | 208 |
| Managed Assets ($) | $520,843,000 | 195 |
| Non-managed Assets ($) | $130,938,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,231,000 | 180 |
| 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 | $754,000 | 275 |
| Number of Managed Accounts | $622,000 | 243 |
| Number of Non-Managed Accounts | $132,000 | 266 |
| Total fiduciary and related assets | $625,024,000 | 217 |
| Managed Assets ($) | $507,288,000 | 191 |
| Non-managed Assets ($) | $117,736,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,170,000 | 194 |
| 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 | $613,000 | 274 |
| Number of Managed Accounts | $526,000 | 249 |
| Number of Non-Managed Accounts | $87,000 | 212 |
| Total fiduciary and related assets | $512,028,000 | 249 |
| Managed Assets ($) | $453,813,000 | 214 |
| Non-managed Assets ($) | $58,215,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,050,000 | 196 |
| 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 | $603,000 | 275 |
| Number of Managed Accounts | $513,000 | 248 |
| Number of Non-Managed Accounts | $90,000 | 209 |
| Total fiduciary and related assets | $492,977,000 | 250 |
| Managed Assets ($) | $436,240,000 | 212 |
| Non-managed Assets ($) | $56,737,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,058,000 | 195 |
| 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 | $611,000 | 273 |
| Number of Managed Accounts | $519,000 | 245 |
| Number of Non-Managed Accounts | $92,000 | 206 |
| Total fiduciary and related assets | $485,113,000 | 250 |
| Managed Assets ($) | $429,620,000 | 216 |
| Non-managed Assets ($) | $55,493,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $941,000 | 205 |
| 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 | $603,000 | 315 |
| Number of Managed Accounts | $505,000 | 273 |
| Number of Non-Managed Accounts | $98,000 | 324 |
| Total fiduciary and related assets | $456,612,000 | 251 |
| Managed Assets ($) | $402,306,000 | 221 |
| Non-managed Assets ($) | $54,306,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,524,000 | 178 |
| 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 | $509,000 | 297 |
| Number of Managed Accounts | $455,000 | 262 |
| Number of Non-Managed Accounts | $54,000 | 264 |
| Total fiduciary and related assets | $400,925,000 | 265 |
| Managed Assets ($) | $344,002,000 | 232 |
| Non-managed Assets ($) | $56,923,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,678,000 | 176 |
| 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 | $496,000 | 302 |
| Number of Managed Accounts | $435,000 | 266 |
| Number of Non-Managed Accounts | $61,000 | 251 |
| Total fiduciary and related assets | $408,368,000 | 270 |
| Managed Assets ($) | $343,876,000 | 242 |
| Non-managed Assets ($) | $64,492,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 187 |
| 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 | $487,000 | 309 |
| Number of Managed Accounts | $432,000 | 271 |
| Number of Non-Managed Accounts | $55,000 | 265 |
| Total fiduciary and related assets | $389,924,000 | 275 |
| Managed Assets ($) | $329,141,000 | 251 |
| Non-managed Assets ($) | $60,783,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $801,000 | 201 |
| 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 | $397,000 | 432 |
| Number of Managed Accounts | $389,000 | 341 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $329,673,000 | 299 |
| Managed Assets ($) | $309,363,000 | 256 |
| Non-managed Assets ($) | $20,310,000 | 484 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,119,000 | 251 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 258 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 279 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 335 |
| 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 | $193,000 | 655 |
| Number of Managed Accounts | $189,000 | 516 |
| Number of Non-Managed Accounts | $4,000 | 1,049 |
| Total fiduciary and related assets | $139,204,000 | 487 |
| Managed Assets ($) | $121,833,000 | 423 |
| Non-managed Assets ($) | $17,371,000 | 525 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,214,000 | 344 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 328 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 319 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 331 |
| 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 | $182,000 | 686 |
| Number of Managed Accounts | $165,000 | 570 |
| Number of Non-Managed Accounts | $17,000 | 803 |
| Total fiduciary and related assets | $132,646,000 | 489 |
| Managed Assets ($) | $115,322,000 | 431 |
| Non-managed Assets ($) | $17,324,000 | 505 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,220,000 | 363 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $820,000 | 396 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 392 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 379 |
| 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 | $162,000 | 729 |
| Number of Managed Accounts | $151,000 | 602 |
| Number of Non-Managed Accounts | $11,000 | 903 |
| Total fiduciary and related assets | $174,634,000 | 463 |
| Managed Assets ($) | $153,681,000 | 409 |
| Non-managed Assets ($) | $20,953,000 | 498 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 439 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 445 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 454 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $226,000 | 453 |
| 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 | $131,000 | 802 |
| Number of Managed Accounts | $125,000 | 668 |
| Number of Non-Managed Accounts | $6,000 | 1,039 |
| Total fiduciary and related assets | $90,009,000 | 636 |
| Managed Assets ($) | $86,851,000 | 545 |
| Non-managed Assets ($) | $3,158,000 | 844 |
| Memoranda | ||
| Gross Fiduciary activities income | $698,000 | 502 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 500 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 500 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,000 | 554 |
| 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 | $132,000 | 817 |
| Number of Managed Accounts | $127,000 | 672 |
| Number of Non-Managed Accounts | $5,000 | 1,100 |
| Total fiduciary and related assets | $55,747,000 | 764 |
| Managed Assets ($) | $54,584,000 | 654 |
| Non-managed Assets ($) | $1,163,000 | 1,032 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 564 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $418,000 | 551 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 555 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,000 | 545 |
| 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 | $167,000 | 748 |
| Number of Managed Accounts | $161,000 | 609 |
| Number of Non-Managed Accounts | $6,000 | 1,081 |
| Total fiduciary and related assets | $52,372,000 | 775 |
| Managed Assets ($) | $49,131,000 | 673 |
| Non-managed Assets ($) | $3,241,000 | 861 |
| Memoranda | ||
| Gross Fiduciary activities income | $521,000 | 561 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 557 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $262,000 | 557 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,000 | 564 |
| 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 | $134,000 | 845 |
| Number of Managed Accounts | $124,000 | 692 |
| Number of Non-Managed Accounts | $10,000 | 1,006 |
| Total fiduciary and related assets | $47,921,000 | 793 |
| Managed Assets ($) | $42,931,000 | 696 |
| Non-managed Assets ($) | $4,990,000 | 808 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 468 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $562,000 | 455 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 452 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,000 | 472 |
| 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 | $158,000 | 787 |
| Number of Managed Accounts | $143,000 | 655 |
| Number of Non-Managed Accounts | $15,000 | 934 |
| Total fiduciary and related assets | $47,097,000 | 787 |
| Managed Assets ($) | $43,804,000 | 689 |
| Non-managed Assets ($) | $3,293,000 | 894 |
| Memoranda | ||
| Gross Fiduciary activities income | $620,000 | 502 |
| 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 | $230,000 | 626 |
| Number of Managed Accounts | $191,000 | 545 |
| Number of Non-Managed Accounts | $39,000 | 658 |
| Total fiduciary and related assets | $54,278,000 | 719 |
| Managed Assets ($) | $47,320,000 | 648 |
| Non-managed Assets ($) | $6,958,000 | 698 |
| Memoranda | ||
| Gross Fiduciary activities income | $646,000 | 516 |
| 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 | $422,000 | 649 |
| 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 | $324,000 | 757 |
| 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 | $306,000 | 774 |
| 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 | $268,000 | 831 |
| 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 | $246,000 | 916 |
| 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 | $198,000 | 1,009 |
| 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 | $147,000 | 1,094 |
| 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 | $93,000 | 1,228 |
| 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 | $82,000 | 1,291 |