Home > The Fremont National Bank and Trust Company > Fiduciary and Related Services
The Fremont National Bank and Trust Company, Fiduciary and Related Services
| 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 | $545,000 | 341 |
| Number of Managed Accounts | $294,000 | 401 |
| Number of Non-Managed Accounts | $251,000 | 170 |
| Total fiduciary and related assets | $608,443,000 | 240 |
| Managed Assets ($) | $215,589,000 | 351 |
| Non-managed Assets ($) | $392,854,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,035,000 | 322 |
| 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 | $564,000 | 295 |
| Number of Managed Accounts | $302,000 | 317 |
| Number of Non-Managed Accounts | $262,000 | 132 |
| Total fiduciary and related assets | $614,390,000 | 235 |
| Managed Assets ($) | $214,850,000 | 326 |
| Non-managed Assets ($) | $399,540,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,531,000 | 319 |
| 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 | $610,000 | 279 |
| Number of Managed Accounts | $301,000 | 317 |
| Number of Non-Managed Accounts | $309,000 | 120 |
| Total fiduciary and related assets | $586,436,000 | 238 |
| Managed Assets ($) | $201,924,000 | 328 |
| Non-managed Assets ($) | $384,512,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 318 |
| 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 | $786,000 | 246 |
| Number of Managed Accounts | $332,000 | 309 |
| Number of Non-Managed Accounts | $454,000 | 101 |
| Total fiduciary and related assets | $621,087,000 | 225 |
| Managed Assets ($) | $193,600,000 | 334 |
| Non-managed Assets ($) | $427,487,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $520,000 | 315 |
| 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 | $797,000 | 258 |
| Number of Managed Accounts | $400,000 | 320 |
| Number of Non-Managed Accounts | $397,000 | 128 |
| Total fiduciary and related assets | $499,881,000 | 254 |
| Managed Assets ($) | $200,559,000 | 339 |
| Non-managed Assets ($) | $299,322,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,435,000 | 274 |
| 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 | $802,000 | 237 |
| Number of Managed Accounts | $416,000 | 276 |
| Number of Non-Managed Accounts | $386,000 | 107 |
| Total fiduciary and related assets | $539,887,000 | 242 |
| Managed Assets ($) | $195,652,000 | 318 |
| Non-managed Assets ($) | $344,235,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 274 |
| 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 | $864,000 | 225 |
| Number of Managed Accounts | $425,000 | 271 |
| Number of Non-Managed Accounts | $439,000 | 100 |
| Total fiduciary and related assets | $518,129,000 | 239 |
| Managed Assets ($) | $192,382,000 | 315 |
| Non-managed Assets ($) | $325,747,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,413,000 | 250 |
| 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 | $911,000 | 213 |
| Number of Managed Accounts | $462,000 | 259 |
| Number of Non-Managed Accounts | $449,000 | 97 |
| Total fiduciary and related assets | $470,082,000 | 256 |
| Managed Assets ($) | $207,403,000 | 309 |
| Non-managed Assets ($) | $262,679,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $769,000 | 240 |
| 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 | $958,000 | 215 |
| Number of Managed Accounts | $465,000 | 291 |
| Number of Non-Managed Accounts | $493,000 | 108 |
| Total fiduciary and related assets | $545,646,000 | 224 |
| Managed Assets ($) | $242,364,000 | 295 |
| Non-managed Assets ($) | $303,282,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 281 |
| 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 | $956,000 | 205 |
| Number of Managed Accounts | $472,000 | 255 |
| Number of Non-Managed Accounts | $484,000 | 95 |
| Total fiduciary and related assets | $417,861,000 | 255 |
| Managed Assets ($) | $180,935,000 | 313 |
| Non-managed Assets ($) | $236,926,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,392,000 | 275 |
| 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 | $816,000 | 233 |
| Number of Managed Accounts | $422,000 | 274 |
| Number of Non-Managed Accounts | $394,000 | 113 |
| Total fiduciary and related assets | $466,531,000 | 247 |
| Managed Assets ($) | $203,684,000 | 313 |
| Non-managed Assets ($) | $262,847,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $994,000 | 269 |
| 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 | $989,000 | 204 |
| Number of Managed Accounts | $478,000 | 254 |
| Number of Non-Managed Accounts | $511,000 | 98 |
| Total fiduciary and related assets | $540,313,000 | 226 |
| Managed Assets ($) | $204,848,000 | 319 |
| Non-managed Assets ($) | $335,465,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 249 |
| 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 | $1,008,000 | 214 |
| Number of Managed Accounts | $482,000 | 285 |
| Number of Non-Managed Accounts | $526,000 | 111 |
| Total fiduciary and related assets | $532,952,000 | 227 |
| Managed Assets ($) | $198,292,000 | 334 |
| Non-managed Assets ($) | $334,660,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,100,000 | 254 |
| 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 | $1,020,000 | 201 |
| Number of Managed Accounts | $490,000 | 247 |
| Number of Non-Managed Accounts | $530,000 | 94 |
| Total fiduciary and related assets | $503,483,000 | 231 |
| Managed Assets ($) | $191,217,000 | 306 |
| Non-managed Assets ($) | $312,266,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 280 |
| 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 | $1,009,000 | 202 |
| Number of Managed Accounts | $486,000 | 251 |
| Number of Non-Managed Accounts | $523,000 | 97 |
| Total fiduciary and related assets | $468,800,000 | 234 |
| Managed Assets ($) | $179,214,000 | 304 |
| Non-managed Assets ($) | $289,586,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $914,000 | 276 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,025,000 | 203 |
| Number of Managed Accounts | $487,000 | 250 |
| Number of Non-Managed Accounts | $538,000 | 102 |
| Total fiduciary and related assets | $468,509,000 | 244 |
| Managed Assets ($) | $183,800,000 | 307 |
| Non-managed Assets ($) | $284,709,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 259 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 217 |
| Number of Managed Accounts | $477,000 | 290 |
| Number of Non-Managed Accounts | $545,000 | 123 |
| Total fiduciary and related assets | $419,058,000 | 260 |
| Managed Assets ($) | $174,824,000 | 348 |
| Non-managed Assets ($) | $244,234,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,476,000 | 306 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 203 |
| Number of Managed Accounts | $479,000 | 251 |
| Number of Non-Managed Accounts | $565,000 | 96 |
| Total fiduciary and related assets | $421,748,000 | 257 |
| Managed Assets ($) | $170,829,000 | 307 |
| Non-managed Assets ($) | $250,919,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 301 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 204 |
| Number of Managed Accounts | $478,000 | 254 |
| Number of Non-Managed Accounts | $567,000 | 95 |
| Total fiduciary and related assets | $393,211,000 | 262 |
| Managed Assets ($) | $154,486,000 | 316 |
| Non-managed Assets ($) | $238,725,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000 | 305 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,043,000 | 203 |
| Number of Managed Accounts | $477,000 | 255 |
| Number of Non-Managed Accounts | $566,000 | 94 |
| Total fiduciary and related assets | $367,652,000 | 265 |
| Managed Assets ($) | $138,363,000 | 318 |
| Non-managed Assets ($) | $229,289,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 348 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 222 |
| Number of Managed Accounts | $481,000 | 290 |
| Number of Non-Managed Accounts | $564,000 | 119 |
| Total fiduciary and related assets | $386,544,000 | 267 |
| Managed Assets ($) | $147,464,000 | 366 |
| Non-managed Assets ($) | $239,080,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,625,000 | 298 |
| 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 | $2,100,000 | 110 |
| Number of Managed Accounts | $956,000 | 163 |
| Number of Non-Managed Accounts | $1,144,000 | 66 |
| Total fiduciary and related assets | $911,480,000 | 174 |
| Managed Assets ($) | $329,170,000 | 236 |
| Non-managed Assets ($) | $582,310,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,220,000 | 306 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 207 |
| Number of Managed Accounts | $483,000 | 264 |
| Number of Non-Managed Accounts | $562,000 | 105 |
| Total fiduciary and related assets | $475,931,000 | 258 |
| Managed Assets ($) | $170,755,000 | 342 |
| Non-managed Assets ($) | $305,176,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 313 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,039,000 | 208 |
| Number of Managed Accounts | $478,000 | 268 |
| Number of Non-Managed Accounts | $561,000 | 104 |
| Total fiduciary and related assets | $488,558,000 | 261 |
| Managed Assets ($) | $171,845,000 | 351 |
| Non-managed Assets ($) | $316,713,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $410,000 | 310 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,039,000 | 214 |
| Number of Managed Accounts | $467,000 | 294 |
| Number of Non-Managed Accounts | $572,000 | 120 |
| Total fiduciary and related assets | $521,834,000 | 254 |
| Managed Assets ($) | $179,011,000 | 385 |
| Non-managed Assets ($) | $342,823,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 318 |
| 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 | $995,000 | 205 |
| Number of Managed Accounts | $443,000 | 267 |
| Number of Non-Managed Accounts | $552,000 | 99 |
| Total fiduciary and related assets | $521,135,000 | 252 |
| Managed Assets ($) | $182,029,000 | 336 |
| Non-managed Assets ($) | $339,106,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,184,000 | 316 |
| 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 | $975,000 | 211 |
| Number of Managed Accounts | $441,000 | 269 |
| Number of Non-Managed Accounts | $534,000 | 103 |
| Total fiduciary and related assets | $502,374,000 | 266 |
| Managed Assets ($) | $179,583,000 | 342 |
| Non-managed Assets ($) | $322,791,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $809,000 | 312 |
| 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 | $984,000 | 202 |
| Number of Managed Accounts | $429,000 | 275 |
| Number of Non-Managed Accounts | $555,000 | 97 |
| Total fiduciary and related assets | $469,855,000 | 271 |
| Managed Assets ($) | $195,161,000 | 338 |
| Non-managed Assets ($) | $274,694,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $436,000 | 306 |
| 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 | $992,000 | 220 |
| Number of Managed Accounts | $430,000 | 306 |
| Number of Non-Managed Accounts | $562,000 | 118 |
| Total fiduciary and related assets | $474,266,000 | 267 |
| Managed Assets ($) | $199,258,000 | 356 |
| Non-managed Assets ($) | $275,008,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,818,000 | 284 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 202 |
| Number of Managed Accounts | $430,000 | 273 |
| Number of Non-Managed Accounts | $576,000 | 102 |
| Total fiduciary and related assets | $440,187,000 | 279 |
| Managed Assets ($) | $187,994,000 | 323 |
| Non-managed Assets ($) | $252,193,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,328,000 | 293 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 208 |
| Number of Managed Accounts | $444,000 | 277 |
| Number of Non-Managed Accounts | $577,000 | 102 |
| Total fiduciary and related assets | $450,600,000 | 278 |
| Managed Assets ($) | $182,597,000 | 329 |
| Non-managed Assets ($) | $268,003,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000 | 293 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,030,000 | 201 |
| Number of Managed Accounts | $441,000 | 280 |
| Number of Non-Managed Accounts | $589,000 | 99 |
| Total fiduciary and related assets | $491,540,000 | 263 |
| Managed Assets ($) | $195,977,000 | 328 |
| Non-managed Assets ($) | $295,563,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 282 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,028,000 | 216 |
| Number of Managed Accounts | $436,000 | 317 |
| Number of Non-Managed Accounts | $592,000 | 116 |
| Total fiduciary and related assets | $483,135,000 | 260 |
| Managed Assets ($) | $184,508,000 | 360 |
| Non-managed Assets ($) | $298,627,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 296 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,020,000 | 192 |
| Number of Managed Accounts | $422,000 | 278 |
| Number of Non-Managed Accounts | $598,000 | 97 |
| Total fiduciary and related assets | $460,888,000 | 263 |
| Managed Assets ($) | $183,551,000 | 321 |
| Non-managed Assets ($) | $277,337,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,312,000 | 290 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,072,000 | 190 |
| Number of Managed Accounts | $433,000 | 280 |
| Number of Non-Managed Accounts | $639,000 | 96 |
| Total fiduciary and related assets | $465,783,000 | 255 |
| Managed Assets ($) | $182,377,000 | 329 |
| Non-managed Assets ($) | $283,406,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $892,000 | 287 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,083,000 | 190 |
| Number of Managed Accounts | $432,000 | 288 |
| Number of Non-Managed Accounts | $651,000 | 101 |
| Total fiduciary and related assets | $446,122,000 | 263 |
| Managed Assets ($) | $180,699,000 | 331 |
| Non-managed Assets ($) | $265,423,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $472,000 | 274 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,073,000 | 202 |
| Number of Managed Accounts | $422,000 | 321 |
| Number of Non-Managed Accounts | $651,000 | 117 |
| Total fiduciary and related assets | $455,075,000 | 262 |
| Managed Assets ($) | $179,548,000 | 355 |
| Non-managed Assets ($) | $275,527,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 286 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,060,000 | 193 |
| Number of Managed Accounts | $420,000 | 280 |
| Number of Non-Managed Accounts | $640,000 | 101 |
| Total fiduciary and related assets | $414,350,000 | 266 |
| Managed Assets ($) | $178,576,000 | 318 |
| Non-managed Assets ($) | $235,774,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 289 |
| 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 | $1,045,000 | 197 |
| Number of Managed Accounts | $367,000 | 290 |
| Number of Non-Managed Accounts | $678,000 | 101 |
| Total fiduciary and related assets | $424,941,000 | 264 |
| Managed Assets ($) | $178,115,000 | 323 |
| Non-managed Assets ($) | $246,826,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $836,000 | 292 |
| 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 | $1,084,000 | 192 |
| Number of Managed Accounts | $384,000 | 293 |
| Number of Non-Managed Accounts | $700,000 | 100 |
| Total fiduciary and related assets | $438,869,000 | 266 |
| Managed Assets ($) | $178,493,000 | 329 |
| Non-managed Assets ($) | $260,376,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $402,000 | 297 |
| 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 | $1,113,000 | 210 |
| Number of Managed Accounts | $412,000 | 337 |
| Number of Non-Managed Accounts | $701,000 | 117 |
| Total fiduciary and related assets | $411,790,000 | 287 |
| Managed Assets ($) | $171,659,000 | 358 |
| Non-managed Assets ($) | $240,131,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,573,000 | 300 |
| 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 | $1,140,000 | 194 |
| Number of Managed Accounts | $411,000 | 296 |
| Number of Non-Managed Accounts | $729,000 | 107 |
| Total fiduciary and related assets | $384,698,000 | 294 |
| Managed Assets ($) | $170,228,000 | 327 |
| Non-managed Assets ($) | $214,470,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 318 |
| 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 | $1,182,000 | 191 |
| Number of Managed Accounts | $419,000 | 298 |
| Number of Non-Managed Accounts | $763,000 | 106 |
| Total fiduciary and related assets | $376,139,000 | 300 |
| Managed Assets ($) | $164,792,000 | 334 |
| Non-managed Assets ($) | $211,347,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 324 |
| 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 | $1,212,000 | 198 |
| Number of Managed Accounts | $787,000 | 207 |
| Number of Non-Managed Accounts | $425,000 | 153 |
| Total fiduciary and related assets | $327,325,000 | 318 |
| Managed Assets ($) | $191,264,000 | 325 |
| Non-managed Assets ($) | $136,061,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 324 |
| 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 | $1,270,000 | 205 |
| Number of Managed Accounts | $841,000 | 203 |
| Number of Non-Managed Accounts | $429,000 | 175 |
| Total fiduciary and related assets | $334,607,000 | 320 |
| Managed Assets ($) | $190,430,000 | 339 |
| Non-managed Assets ($) | $144,177,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 311 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,991,000 | 127 |
| Number of Managed Accounts | $1,374,000 | 125 |
| Number of Non-Managed Accounts | $617,000 | 127 |
| Total fiduciary and related assets | $562,908,000 | 232 |
| Managed Assets ($) | $301,783,000 | 253 |
| Non-managed Assets ($) | $261,125,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,944,000 | 228 |
| 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 | $2,930,000 | 230 |
| 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 | $2,692,000 | 274 |
| 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 | $2,005,000 | 321 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,573,000 | 368 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 432 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,087,000 | 519 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 524 |
| 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 | $964,000 | 555 |
| 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 | $827,000 | 595 |