Home > The Lorain National Bank > Fiduciary and Related Services
The Lorain National Bank, Fiduciary and Related Services
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 371 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,000 | 376 |
| 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 | $454,000 | 369 |
| Number of Managed Accounts | $380,000 | 329 |
| Number of Non-Managed Accounts | $74,000 | 359 |
| Total fiduciary and related assets | $157,894,000 | 482 |
| Managed Assets ($) | $141,349,000 | 432 |
| Non-managed Assets ($) | $16,545,000 | 519 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 368 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 362 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 364 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 372 |
| 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 | $456,000 | 372 |
| Number of Managed Accounts | $367,000 | 339 |
| Number of Non-Managed Accounts | $89,000 | 331 |
| Total fiduciary and related assets | $160,370,000 | 473 |
| Managed Assets ($) | $138,875,000 | 428 |
| Non-managed Assets ($) | $21,495,000 | 468 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,555,000 | 371 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,178,000 | 368 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 361 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 376 |
| 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 | $448,000 | 381 |
| Number of Managed Accounts | $351,000 | 351 |
| Number of Non-Managed Accounts | $97,000 | 323 |
| Total fiduciary and related assets | $150,270,000 | 478 |
| Managed Assets ($) | $128,382,000 | 429 |
| Non-managed Assets ($) | $21,888,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,563,000 | 356 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,190,000 | 353 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 350 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 349 |
| 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 | $450,000 | 386 |
| Number of Managed Accounts | $343,000 | 358 |
| Number of Non-Managed Accounts | $107,000 | 305 |
| Total fiduciary and related assets | $149,410,000 | 458 |
| Managed Assets ($) | $131,874,000 | 406 |
| Non-managed Assets ($) | $17,536,000 | 505 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,610,000 | 309 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 299 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $875,000 | 288 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 305 |
| 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 | $478,000 | 374 |
| Number of Managed Accounts | $360,000 | 354 |
| Number of Non-Managed Accounts | $118,000 | 300 |
| Total fiduciary and related assets | $175,096,000 | 435 |
| Managed Assets ($) | $144,159,000 | 393 |
| Non-managed Assets ($) | $30,937,000 | 410 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,740,000 | 289 |
| 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 | $1,320,000 | 281 |
| 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 | $910,000 | 277 |
| 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 | $420,000 | 289 |
| 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 | $502,000 | 375 |
| Number of Managed Accounts | $379,000 | 342 |
| Number of Non-Managed Accounts | $123,000 | 302 |
| Total fiduciary and related assets | $174,415,000 | 426 |
| Managed Assets ($) | $141,990,000 | 393 |
| Non-managed Assets ($) | $32,425,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,739,000 | 274 |
| 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 | $1,308,000 | 271 |
| 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 | $850,000 | 277 |
| 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 | $375,000 | 299 |
| 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 | $533,000 | 361 |
| Number of Managed Accounts | $410,000 | 322 |
| Number of Non-Managed Accounts | $123,000 | 312 |
| Total fiduciary and related assets | $176,118,000 | 413 |
| Managed Assets ($) | $139,393,000 | 380 |
| Non-managed Assets ($) | $36,725,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,838,000 | 279 |
| 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 | $540,000 | 303 |
| Number of Managed Accounts | $427,000 | 276 |
| Number of Non-Managed Accounts | $113,000 | 213 |
| Total fiduciary and related assets | $195,456,000 | 371 |
| Managed Assets ($) | $157,394,000 | 336 |
| Non-managed Assets ($) | $38,062,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 271 |
| 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 | $566,000 | 300 |
| Number of Managed Accounts | $440,000 | 276 |
| Number of Non-Managed Accounts | $126,000 | 209 |
| Total fiduciary and related assets | $209,670,000 | 378 |
| Managed Assets ($) | $170,681,000 | 343 |
| Non-managed Assets ($) | $38,989,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 269 |
| 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 | $600,000 | 294 |
| Number of Managed Accounts | $462,000 | 270 |
| Number of Non-Managed Accounts | $138,000 | 200 |
| Total fiduciary and related assets | $234,579,000 | 377 |
| Managed Assets ($) | $184,383,000 | 344 |
| Non-managed Assets ($) | $50,196,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 269 |
| 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 | $620,000 | 323 |
| Number of Managed Accounts | $471,000 | 293 |
| Number of Non-Managed Accounts | $149,000 | 284 |
| Total fiduciary and related assets | $252,461,000 | 372 |
| Managed Assets ($) | $208,025,000 | 353 |
| Non-managed Assets ($) | $44,436,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,131,000 | 265 |
| 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 | $644,000 | 272 |
| Number of Managed Accounts | $470,000 | 258 |
| Number of Non-Managed Accounts | $174,000 | 172 |
| Total fiduciary and related assets | $258,206,000 | 351 |
| Managed Assets ($) | $216,553,000 | 325 |
| Non-managed Assets ($) | $41,653,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,561,000 | 267 |
| 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 | $650,000 | 277 |
| Number of Managed Accounts | $470,000 | 259 |
| Number of Non-Managed Accounts | $180,000 | 175 |
| Total fiduciary and related assets | $250,164,000 | 365 |
| Managed Assets ($) | $205,799,000 | 332 |
| Non-managed Assets ($) | $44,365,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 268 |
| 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 | $666,000 | 275 |
| Number of Managed Accounts | $482,000 | 258 |
| Number of Non-Managed Accounts | $184,000 | 175 |
| Total fiduciary and related assets | $249,479,000 | 368 |
| Managed Assets ($) | $205,487,000 | 335 |
| Non-managed Assets ($) | $43,992,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 271 |
| 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 | $683,000 | 300 |
| Number of Managed Accounts | $494,000 | 281 |
| Number of Non-Managed Accounts | $189,000 | 243 |
| Total fiduciary and related assets | $257,729,000 | 363 |
| Managed Assets ($) | $214,508,000 | 341 |
| Non-managed Assets ($) | $43,221,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,196,000 | 259 |
| 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 | $694,000 | 271 |
| Number of Managed Accounts | $507,000 | 254 |
| Number of Non-Managed Accounts | $187,000 | 184 |
| Total fiduciary and related assets | $254,575,000 | 352 |
| Managed Assets ($) | $210,924,000 | 314 |
| Non-managed Assets ($) | $43,651,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 259 |
| 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 | $712,000 | 271 |
| Number of Managed Accounts | $518,000 | 256 |
| Number of Non-Managed Accounts | $194,000 | 188 |
| Total fiduciary and related assets | $249,609,000 | 362 |
| Managed Assets ($) | $206,866,000 | 318 |
| Non-managed Assets ($) | $42,743,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 261 |
| 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 | $725,000 | 272 |
| Number of Managed Accounts | $525,000 | 255 |
| Number of Non-Managed Accounts | $200,000 | 189 |
| Total fiduciary and related assets | $271,791,000 | 349 |
| Managed Assets ($) | $221,864,000 | 309 |
| Non-managed Assets ($) | $49,927,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 261 |
| 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 | $865,000 | 258 |
| Number of Managed Accounts | $612,000 | 245 |
| Number of Non-Managed Accounts | $253,000 | 215 |
| Total fiduciary and related assets | $271,511,000 | 353 |
| Managed Assets ($) | $207,920,000 | 335 |
| Non-managed Assets ($) | $63,591,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 264 |
| 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 | $848,000 | 235 |
| Number of Managed Accounts | $603,000 | 229 |
| Number of Non-Managed Accounts | $245,000 | 165 |
| Total fiduciary and related assets | $270,922,000 | 342 |
| Managed Assets ($) | $206,156,000 | 309 |
| Non-managed Assets ($) | $64,766,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,736,000 | 238 |
| 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 | $828,000 | 237 |
| Number of Managed Accounts | $592,000 | 231 |
| Number of Non-Managed Accounts | $236,000 | 165 |
| Total fiduciary and related assets | $257,174,000 | 347 |
| Managed Assets ($) | $197,015,000 | 321 |
| Non-managed Assets ($) | $60,159,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 241 |
| 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 | $797,000 | 244 |
| Number of Managed Accounts | $583,000 | 239 |
| Number of Non-Managed Accounts | $214,000 | 178 |
| Total fiduciary and related assets | $274,405,000 | 342 |
| Managed Assets ($) | $212,500,000 | 310 |
| Non-managed Assets ($) | $61,905,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 253 |
| 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 | $773,000 | 272 |
| Number of Managed Accounts | $571,000 | 255 |
| Number of Non-Managed Accounts | $202,000 | 254 |
| Total fiduciary and related assets | $278,659,000 | 346 |
| Managed Assets ($) | $218,982,000 | 311 |
| Non-managed Assets ($) | $59,677,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,200,000 | 246 |
| 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 | $755,000 | 247 |
| Number of Managed Accounts | $557,000 | 239 |
| Number of Non-Managed Accounts | $198,000 | 189 |
| Total fiduciary and related assets | $271,627,000 | 344 |
| Managed Assets ($) | $212,916,000 | 297 |
| Non-managed Assets ($) | $58,711,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,675,000 | 242 |
| 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 | $755,000 | 253 |
| Number of Managed Accounts | $562,000 | 238 |
| Number of Non-Managed Accounts | $193,000 | 199 |
| Total fiduciary and related assets | $279,417,000 | 340 |
| Managed Assets ($) | $216,029,000 | 303 |
| Non-managed Assets ($) | $63,388,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,150,000 | 239 |
| 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 | $791,000 | 247 |
| Number of Managed Accounts | $590,000 | 232 |
| Number of Non-Managed Accounts | $201,000 | 190 |
| Total fiduciary and related assets | $284,313,000 | 338 |
| Managed Assets ($) | $221,572,000 | 306 |
| Non-managed Assets ($) | $62,741,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 231 |
| 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 | $812,000 | 279 |
| Number of Managed Accounts | $603,000 | 252 |
| Number of Non-Managed Accounts | $209,000 | 267 |
| Total fiduciary and related assets | $292,943,000 | 340 |
| Managed Assets ($) | $231,770,000 | 302 |
| Non-managed Assets ($) | $61,173,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,909,000 | 267 |
| 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 | $817,000 | 254 |
| Number of Managed Accounts | $602,000 | 240 |
| Number of Non-Managed Accounts | $215,000 | 201 |
| Total fiduciary and related assets | $282,722,000 | 341 |
| Managed Assets ($) | $224,049,000 | 298 |
| Non-managed Assets ($) | $58,673,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,412,000 | 282 |
| 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 | $837,000 | 256 |
| Number of Managed Accounts | $605,000 | 239 |
| Number of Non-Managed Accounts | $232,000 | 199 |
| Total fiduciary and related assets | $288,714,000 | 338 |
| Managed Assets ($) | $226,752,000 | 296 |
| Non-managed Assets ($) | $61,962,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $922,000 | 289 |
| 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 | $844,000 | 259 |
| Number of Managed Accounts | $612,000 | 244 |
| Number of Non-Managed Accounts | $232,000 | 201 |
| Total fiduciary and related assets | $268,736,000 | 349 |
| Managed Assets ($) | $207,564,000 | 309 |
| Non-managed Assets ($) | $61,172,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 282 |
| 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 | $875,000 | 279 |
| Number of Managed Accounts | $630,000 | 256 |
| Number of Non-Managed Accounts | $245,000 | 259 |
| Total fiduciary and related assets | $278,431,000 | 346 |
| Managed Assets ($) | $212,247,000 | 312 |
| Non-managed Assets ($) | $66,184,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,206,000 | 270 |
| 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 | $940,000 | 240 |
| Number of Managed Accounts | $668,000 | 234 |
| Number of Non-Managed Accounts | $272,000 | 236 |
| Total fiduciary and related assets | $335,094,000 | 301 |
| Managed Assets ($) | $270,789,000 | 265 |
| Non-managed Assets ($) | $64,305,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,497,000 | 255 |
| 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 | $2,477,000 | 260 |
| 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 | $2,205,000 | 315 |
| 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 | $1,993,000 | 322 |
| 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 | $1,399,000 | 391 |
| 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 | $1,176,000 | 465 |
| 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 | $1,112,000 | 511 |
| 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 | $984,000 | 528 |
| 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 | $886,000 | 577 |
| 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 | $809,000 | 604 |