Home > The First National Bank of Dwight > Fiduciary and Related Services
The First National Bank of Dwight, Fiduciary and Related Services
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,000 | 692 |
| 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 | $53,000 | 792 |
| Number of Managed Accounts | $9,000 | 927 |
| Number of Non-Managed Accounts | $44,000 | 446 |
| Total fiduciary and related assets | $7,563,000 | 919 |
| Managed Assets ($) | $6,548,000 | 871 |
| Non-managed Assets ($) | $1,015,000 | 789 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 665 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $198,000 | 688 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,000 | 688 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,000 | 695 |
| 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 | $53,000 | 830 |
| Number of Managed Accounts | $8,000 | 984 |
| Number of Non-Managed Accounts | $45,000 | 440 |
| Total fiduciary and related assets | $6,219,000 | 977 |
| Managed Assets ($) | $5,181,000 | 931 |
| Non-managed Assets ($) | $1,038,000 | 814 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 696 |
| 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 | $54,000 | 409 |
| Number of Managed Accounts | $7,000 | 397 |
| Number of Non-Managed Accounts | $47,000 | 274 |
| Total fiduciary and related assets | $7,707,000 | 412 |
| Managed Assets ($) | $5,170,000 | 396 |
| Non-managed Assets ($) | $2,537,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $164,000 | 719 |
| 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 | $54,000 | 412 |
| Number of Managed Accounts | $7,000 | 402 |
| Number of Non-Managed Accounts | $47,000 | 279 |
| Total fiduciary and related assets | $8,061,000 | 416 |
| Managed Assets ($) | $5,235,000 | 400 |
| Non-managed Assets ($) | $2,826,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000 | 727 |
| 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 | $53,000 | 412 |
| Number of Managed Accounts | $7,000 | 402 |
| Number of Non-Managed Accounts | $46,000 | 277 |
| Total fiduciary and related assets | $6,971,000 | 415 |
| Managed Assets ($) | $5,020,000 | 400 |
| Non-managed Assets ($) | $1,951,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,000 | 726 |
| 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 | $53,000 | 855 |
| Number of Managed Accounts | $7,000 | 1,023 |
| Number of Non-Managed Accounts | $46,000 | 458 |
| Total fiduciary and related assets | $5,933,000 | 1,004 |
| Managed Assets ($) | $4,887,000 | 960 |
| Non-managed Assets ($) | $1,046,000 | 833 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 676 |
| 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 | $53,000 | 406 |
| Number of Managed Accounts | $7,000 | 396 |
| Number of Non-Managed Accounts | $46,000 | 274 |
| Total fiduciary and related assets | $7,347,000 | 410 |
| Managed Assets ($) | $4,729,000 | 395 |
| Non-managed Assets ($) | $2,618,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 692 |
| 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 | $54,000 | 410 |
| Number of Managed Accounts | $8,000 | 400 |
| Number of Non-Managed Accounts | $46,000 | 276 |
| Total fiduciary and related assets | $6,915,000 | 416 |
| Managed Assets ($) | $4,888,000 | 399 |
| Non-managed Assets ($) | $2,027,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,000 | 701 |
| 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 | $54,000 | 409 |
| Number of Managed Accounts | $8,000 | 398 |
| Number of Non-Managed Accounts | $46,000 | 279 |
| Total fiduciary and related assets | $7,431,000 | 415 |
| Managed Assets ($) | $5,130,000 | 397 |
| Non-managed Assets ($) | $2,301,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,000 | 697 |
| 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 | $54,000 | 879 |
| Number of Managed Accounts | $8,000 | 1,046 |
| Number of Non-Managed Accounts | $46,000 | 481 |
| Total fiduciary and related assets | $7,383,000 | 1,012 |
| Managed Assets ($) | $6,625,000 | 955 |
| Non-managed Assets ($) | $758,000 | 900 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 668 |
| 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 | $57,000 | 408 |
| Number of Managed Accounts | $9,000 | 397 |
| Number of Non-Managed Accounts | $48,000 | 278 |
| Total fiduciary and related assets | $9,311,000 | 413 |
| Managed Assets ($) | $7,088,000 | 396 |
| Non-managed Assets ($) | $2,223,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,000 | 699 |
| 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 | $56,000 | 408 |
| Number of Managed Accounts | $9,000 | 398 |
| Number of Non-Managed Accounts | $47,000 | 277 |
| Total fiduciary and related assets | $10,023,000 | 413 |
| Managed Assets ($) | $7,170,000 | 395 |
| Non-managed Assets ($) | $2,853,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 698 |
| 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 | $54,000 | 412 |
| Number of Managed Accounts | $10,000 | 402 |
| Number of Non-Managed Accounts | $44,000 | 281 |
| Total fiduciary and related assets | $9,636,000 | 417 |
| Managed Assets ($) | $6,959,000 | 402 |
| Non-managed Assets ($) | $2,677,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,000 | 701 |
| 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 | $59,000 | 876 |
| Number of Managed Accounts | $14,000 | 1,002 |
| Number of Non-Managed Accounts | $45,000 | 488 |
| Total fiduciary and related assets | $8,242,000 | 1,003 |
| Managed Assets ($) | $7,084,000 | 954 |
| Non-managed Assets ($) | $1,158,000 | 881 |
| Memoranda | ||
| Gross Fiduciary activities income | $585,000 | 568 |
| 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 | $76,000 | 390 |
| Number of Managed Accounts | $11,000 | 380 |
| Number of Non-Managed Accounts | $65,000 | 241 |
| Total fiduciary and related assets | $18,656,000 | 396 |
| Managed Assets ($) | $14,327,000 | 379 |
| Non-managed Assets ($) | $4,329,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $378,000 | 599 |
| 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 | $69,000 | 392 |
| Number of Managed Accounts | $11,000 | 383 |
| Number of Non-Managed Accounts | $58,000 | 257 |
| Total fiduciary and related assets | $20,309,000 | 398 |
| Managed Assets ($) | $14,728,000 | 381 |
| Non-managed Assets ($) | $5,581,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $252,000 | 604 |
| 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 | $75,000 | 395 |
| Number of Managed Accounts | $12,000 | 386 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $23,235,000 | 402 |
| Managed Assets ($) | $14,223,000 | 383 |
| Non-managed Assets ($) | $9,012,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,000 | 619 |
| 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 | $72,000 | 856 |
| Number of Managed Accounts | $13,000 | 1,023 |
| Number of Non-Managed Accounts | $59,000 | 447 |
| Total fiduciary and related assets | $18,119,000 | 910 |
| Managed Assets ($) | $13,357,000 | 875 |
| Non-managed Assets ($) | $4,762,000 | 727 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 571 |
| 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 | $72,000 | 374 |
| Number of Managed Accounts | $13,000 | 365 |
| Number of Non-Managed Accounts | $59,000 | 251 |
| Total fiduciary and related assets | $16,990,000 | 381 |
| Managed Assets ($) | $12,762,000 | 363 |
| Non-managed Assets ($) | $4,228,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $344,000 | 626 |
| 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 | $72,000 | 375 |
| Number of Managed Accounts | $13,000 | 365 |
| Number of Non-Managed Accounts | $59,000 | 250 |
| Total fiduciary and related assets | $16,855,000 | 381 |
| Managed Assets ($) | $11,943,000 | 362 |
| Non-managed Assets ($) | $4,912,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,000 | 631 |
| 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 | $72,000 | 376 |
| Number of Managed Accounts | $13,000 | 365 |
| Number of Non-Managed Accounts | $59,000 | 247 |
| Total fiduciary and related assets | $18,974,000 | 383 |
| Managed Assets ($) | $12,129,000 | 363 |
| Non-managed Assets ($) | $6,845,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,000 | 627 |
| 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 | $72,000 | 869 |
| Number of Managed Accounts | $13,000 | 1,056 |
| Number of Non-Managed Accounts | $59,000 | 444 |
| Total fiduciary and related assets | $13,991,000 | 943 |
| Managed Assets ($) | $11,614,000 | 903 |
| Non-managed Assets ($) | $2,377,000 | 818 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 559 |
| 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 | $71,000 | 387 |
| Number of Managed Accounts | $12,000 | 379 |
| Number of Non-Managed Accounts | $59,000 | 254 |
| Total fiduciary and related assets | $14,057,000 | 397 |
| Managed Assets ($) | $10,716,000 | 375 |
| Non-managed Assets ($) | $3,341,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $344,000 | 567 |
| 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 | $72,000 | 393 |
| Number of Managed Accounts | $13,000 | 384 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $14,578,000 | 402 |
| Managed Assets ($) | $10,880,000 | 382 |
| Non-managed Assets ($) | $3,698,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,000 | 574 |
| 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 | $74,000 | 396 |
| Number of Managed Accounts | $14,000 | 390 |
| Number of Non-Managed Accounts | $60,000 | 256 |
| Total fiduciary and related assets | $14,764,000 | 409 |
| Managed Assets ($) | $10,845,000 | 389 |
| Non-managed Assets ($) | $3,919,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,000 | 586 |
| 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 | $74,000 | 898 |
| Number of Managed Accounts | $14,000 | 1,097 |
| Number of Non-Managed Accounts | $60,000 | 464 |
| Total fiduciary and related assets | $12,987,000 | 992 |
| Managed Assets ($) | $10,559,000 | 950 |
| Non-managed Assets ($) | $2,428,000 | 857 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 569 |
| 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 | $77,000 | 379 |
| Number of Managed Accounts | $16,000 | 377 |
| Number of Non-Managed Accounts | $61,000 | 249 |
| Total fiduciary and related assets | $14,089,000 | 393 |
| Managed Assets ($) | $9,341,000 | 375 |
| Non-managed Assets ($) | $4,748,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $332,000 | 572 |
| 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 | $77,000 | 380 |
| Number of Managed Accounts | $16,000 | 378 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $13,611,000 | 394 |
| Managed Assets ($) | $9,246,000 | 375 |
| Non-managed Assets ($) | $4,365,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $222,000 | 580 |
| 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 | $77,000 | 389 |
| Number of Managed Accounts | $16,000 | 383 |
| Number of Non-Managed Accounts | $61,000 | 253 |
| Total fiduciary and related assets | $14,741,000 | 403 |
| Managed Assets ($) | $9,456,000 | 382 |
| Non-managed Assets ($) | $5,285,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $111,000 | 586 |
| 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 | $75,000 | 919 |
| Number of Managed Accounts | $16,000 | 1,099 |
| Number of Non-Managed Accounts | $59,000 | 477 |
| Total fiduciary and related assets | $12,067,000 | 1,024 |
| Managed Assets ($) | $9,402,000 | 992 |
| Non-managed Assets ($) | $2,665,000 | 854 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 562 |
| 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 | $76,000 | 378 |
| Number of Managed Accounts | $18,000 | 369 |
| Number of Non-Managed Accounts | $58,000 | 245 |
| Total fiduciary and related assets | $14,546,000 | 395 |
| Managed Assets ($) | $10,570,000 | 369 |
| Non-managed Assets ($) | $3,976,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $331,000 | 565 |
| 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 | $75,000 | 387 |
| Number of Managed Accounts | $18,000 | 378 |
| Number of Non-Managed Accounts | $57,000 | 255 |
| Total fiduciary and related assets | $14,691,000 | 401 |
| Managed Assets ($) | $10,656,000 | 377 |
| Non-managed Assets ($) | $4,035,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $221,000 | 574 |
| 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 | $75,000 | 385 |
| Number of Managed Accounts | $18,000 | 380 |
| Number of Non-Managed Accounts | $57,000 | 253 |
| Total fiduciary and related assets | $14,579,000 | 402 |
| Managed Assets ($) | $10,564,000 | 378 |
| Non-managed Assets ($) | $4,015,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,000 | 576 |
| 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 | $76,000 | 938 |
| Number of Managed Accounts | $19,000 | 1,097 |
| Number of Non-Managed Accounts | $57,000 | 510 |
| Total fiduciary and related assets | $12,616,000 | 1,025 |
| Managed Assets ($) | $10,577,000 | 982 |
| Non-managed Assets ($) | $2,039,000 | 868 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 541 |
| 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 | $300,000 | 618 |
| 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 | $200,000 | 633 |
| 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 | $100,000 | 645 |
| 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 | $82,000 | 936 |
| Number of Managed Accounts | $22,000 | 1,093 |
| Number of Non-Managed Accounts | $60,000 | 501 |
| Total fiduciary and related assets | $14,070,000 | 1,058 |
| Managed Assets ($) | $12,682,000 | 985 |
| Non-managed Assets ($) | $1,388,000 | 972 |
| Memoranda | ||
| Gross Fiduciary activities income | $429,000 | 628 |
| 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 | $279,000 | 656 |
| 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 | $183,000 | 667 |
| 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 | $88,000 | 687 |
| 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 | $82,000 | 956 |
| Number of Managed Accounts | $21,000 | 1,121 |
| Number of Non-Managed Accounts | $61,000 | 498 |
| Total fiduciary and related assets | $10,530,000 | 1,117 |
| Managed Assets ($) | $9,108,000 | 1,053 |
| Non-managed Assets ($) | $1,422,000 | 975 |
| Memoranda | ||
| Gross Fiduciary activities income | $351,000 | 672 |
| 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 | $237,000 | 692 |
| 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 | $158,000 | 699 |
| 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 | $79,000 | 702 |
| 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 | $75,000 | 999 |
| Number of Managed Accounts | $24,000 | 1,133 |
| Number of Non-Managed Accounts | $51,000 | 572 |
| Total fiduciary and related assets | $10,436,000 | 1,128 |
| Managed Assets ($) | $9,998,000 | 1,052 |
| Non-managed Assets ($) | $438,000 | 1,165 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 738 |
| 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 | $178,000 | 754 |
| 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 | $119,000 | 756 |
| 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 | $59,000 | 771 |
| 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 | $77,000 | 1,007 |
| Number of Managed Accounts | $25,000 | 1,134 |
| Number of Non-Managed Accounts | $52,000 | 582 |
| Total fiduciary and related assets | $10,365,000 | 1,139 |
| Managed Assets ($) | $10,004,000 | 1,061 |
| Non-managed Assets ($) | $361,000 | 1,183 |
| Memoranda | ||
| Gross Fiduciary activities income | $285,000 | 703 |
| 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 | $179,000 | 748 |
| 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 | $119,000 | 755 |
| 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 | $59,000 | 764 |
| 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 | $78,000 | 1,026 |
| Number of Managed Accounts | $26,000 | 1,157 |
| Number of Non-Managed Accounts | $52,000 | 609 |
| Total fiduciary and related assets | $9,860,000 | 1,179 |
| Managed Assets ($) | $9,508,000 | 1,078 |
| Non-managed Assets ($) | $352,000 | 1,227 |
| Memoranda | ||
| Gross Fiduciary activities income | $260,000 | 746 |
| 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 | $169,000 | 774 |
| 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 | $113,000 | 778 |
| 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 | $56,000 | 789 |
| 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 | $81,000 | 1,036 |
| Number of Managed Accounts | $28,000 | 1,189 |
| Number of Non-Managed Accounts | $53,000 | 613 |
| Total fiduciary and related assets | $7,297,000 | 1,267 |
| Managed Assets ($) | $6,896,000 | 1,176 |
| Non-managed Assets ($) | $401,000 | 1,234 |
| Memoranda | ||
| Gross Fiduciary activities income | $225,000 | 792 |
| 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 | $79,000 | 995 |
| Number of Managed Accounts | $28,000 | 1,159 |
| Number of Non-Managed Accounts | $51,000 | 588 |
| Total fiduciary and related assets | $8,505,000 | 1,176 |
| Managed Assets ($) | $8,101,000 | 1,092 |
| Non-managed Assets ($) | $404,000 | 1,186 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 757 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |