Home > Tower Bank & Trust Company > Fiduciary and Related Services
Tower Bank & Trust Company, Fiduciary and Related Services
| 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 | $587,000 | 295 |
| Number of Managed Accounts | $565,000 | 258 |
| Number of Non-Managed Accounts | $22,000 | 331 |
| Total fiduciary and related assets | $490,754,000 | 268 |
| Managed Assets ($) | $457,867,000 | 235 |
| Non-managed Assets ($) | $32,887,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 249 |
| 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 | $583,000 | 321 |
| Number of Managed Accounts | $568,000 | 266 |
| Number of Non-Managed Accounts | $15,000 | 741 |
| Total fiduciary and related assets | $497,914,000 | 266 |
| Managed Assets ($) | $487,582,000 | 228 |
| Non-managed Assets ($) | $10,332,000 | 606 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,572,000 | 234 |
| 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 | $598,000 | 283 |
| Number of Managed Accounts | $574,000 | 248 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $489,843,000 | 262 |
| Managed Assets ($) | $478,454,000 | 223 |
| Non-managed Assets ($) | $11,389,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,612,000 | 233 |
| 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 | $587,000 | 285 |
| Number of Managed Accounts | $571,000 | 244 |
| Number of Non-Managed Accounts | $16,000 | 332 |
| Total fiduciary and related assets | $483,264,000 | 259 |
| Managed Assets ($) | $471,854,000 | 218 |
| Non-managed Assets ($) | $11,410,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,763,000 | 233 |
| 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 | $592,000 | 285 |
| Number of Managed Accounts | $572,000 | 243 |
| Number of Non-Managed Accounts | $20,000 | 326 |
| Total fiduciary and related assets | $464,652,000 | 264 |
| Managed Assets ($) | $451,871,000 | 221 |
| Non-managed Assets ($) | $12,781,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $880,000 | 234 |
| 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 | $594,000 | 316 |
| Number of Managed Accounts | $574,000 | 256 |
| Number of Non-Managed Accounts | $20,000 | 701 |
| Total fiduciary and related assets | $443,788,000 | 269 |
| Managed Assets ($) | $430,818,000 | 222 |
| Non-managed Assets ($) | $12,970,000 | 562 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,224,000 | 229 |
| 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 | $584,000 | 284 |
| Number of Managed Accounts | $564,000 | 241 |
| Number of Non-Managed Accounts | $20,000 | 311 |
| Total fiduciary and related assets | $459,558,000 | 265 |
| Managed Assets ($) | $446,391,000 | 217 |
| Non-managed Assets ($) | $13,167,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,381,000 | 230 |
| 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 | $569,000 | 284 |
| Number of Managed Accounts | $548,000 | 242 |
| Number of Non-Managed Accounts | $21,000 | 310 |
| Total fiduciary and related assets | $437,659,000 | 266 |
| Managed Assets ($) | $424,977,000 | 215 |
| Non-managed Assets ($) | $12,682,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 234 |
| 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 | $566,000 | 283 |
| Number of Managed Accounts | $544,000 | 241 |
| Number of Non-Managed Accounts | $22,000 | 302 |
| Total fiduciary and related assets | $441,037,000 | 263 |
| Managed Assets ($) | $418,146,000 | 220 |
| Non-managed Assets ($) | $22,891,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $777,000 | 237 |
| 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 | $558,000 | 333 |
| Number of Managed Accounts | $535,000 | 263 |
| Number of Non-Managed Accounts | $23,000 | 682 |
| Total fiduciary and related assets | $407,649,000 | 273 |
| Managed Assets ($) | $388,145,000 | 224 |
| Non-managed Assets ($) | $19,504,000 | 479 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,958,000 | 201 |
| 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 | $544,000 | 290 |
| Number of Managed Accounts | $521,000 | 244 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $383,468,000 | 268 |
| Managed Assets ($) | $363,667,000 | 225 |
| Non-managed Assets ($) | $19,801,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,127,000 | 210 |
| 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 | $529,000 | 295 |
| Number of Managed Accounts | $506,000 | 249 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $424,300,000 | 268 |
| Managed Assets ($) | $390,722,000 | 226 |
| Non-managed Assets ($) | $33,578,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,469,000 | 209 |
| 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 | $534,000 | 300 |
| Number of Managed Accounts | $509,000 | 247 |
| Number of Non-Managed Accounts | $25,000 | 315 |
| Total fiduciary and related assets | $446,659,000 | 253 |
| Managed Assets ($) | $397,967,000 | 222 |
| Non-managed Assets ($) | $48,692,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 204 |
| 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 | $535,000 | 349 |
| Number of Managed Accounts | $508,000 | 273 |
| Number of Non-Managed Accounts | $27,000 | 673 |
| Total fiduciary and related assets | $444,210,000 | 257 |
| Managed Assets ($) | $400,467,000 | 222 |
| Non-managed Assets ($) | $43,743,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,040,000 | 200 |
| 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 | $552,000 | 287 |
| Number of Managed Accounts | $515,000 | 241 |
| Number of Non-Managed Accounts | $37,000 | 285 |
| Total fiduciary and related assets | $585,836,000 | 211 |
| Managed Assets ($) | $400,817,000 | 208 |
| Non-managed Assets ($) | $185,019,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,283,000 | 198 |
| 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 | $559,000 | 287 |
| Number of Managed Accounts | $522,000 | 240 |
| Number of Non-Managed Accounts | $37,000 | 288 |
| Total fiduciary and related assets | $561,258,000 | 207 |
| Managed Assets ($) | $383,188,000 | 210 |
| Non-managed Assets ($) | $178,070,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,519,000 | 199 |
| 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 | $542,000 | 292 |
| Number of Managed Accounts | $507,000 | 244 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $576,305,000 | 214 |
| Managed Assets ($) | $383,125,000 | 216 |
| Non-managed Assets ($) | $193,180,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $749,000 | 207 |
| 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 | $557,000 | 350 |
| Number of Managed Accounts | $521,000 | 266 |
| Number of Non-Managed Accounts | $36,000 | 604 |
| Total fiduciary and related assets | $582,189,000 | 212 |
| Managed Assets ($) | $389,532,000 | 217 |
| Non-managed Assets ($) | $192,657,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $257,000 | 697 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,265 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| 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 | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,285 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| 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 | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,301 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| 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 | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,321 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,346 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| 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 | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,370 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| 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 | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,389 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| 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 | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,411 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| 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 | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| 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 | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| 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 | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| 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 | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| 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 | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| 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 | $0 | 1,380 |
| 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 | $533,000 | 361 |
| Number of Managed Accounts | $516,000 | 281 |
| Number of Non-Managed Accounts | $17,000 | 866 |
| Total fiduciary and related assets | $415,562,000 | 285 |
| Managed Assets ($) | $402,294,000 | 226 |
| Non-managed Assets ($) | $13,268,000 | 586 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,028,000 | 269 |
| 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 | $517,000 | 306 |
| Number of Managed Accounts | $501,000 | 257 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $401,003,000 | 286 |
| Managed Assets ($) | $389,415,000 | 227 |
| Non-managed Assets ($) | $11,588,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,505,000 | 265 |
| 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 | $507,000 | 313 |
| Number of Managed Accounts | $484,000 | 266 |
| Number of Non-Managed Accounts | $23,000 | 353 |
| Total fiduciary and related assets | $385,054,000 | 293 |
| Managed Assets ($) | $368,263,000 | 231 |
| Non-managed Assets ($) | $16,791,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 267 |
| 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 | $490,000 | 321 |
| Number of Managed Accounts | $467,000 | 273 |
| Number of Non-Managed Accounts | $23,000 | 351 |
| Total fiduciary and related assets | $365,988,000 | 296 |
| Managed Assets ($) | $349,165,000 | 237 |
| Non-managed Assets ($) | $16,823,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $478,000 | 271 |
| 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 | $462,000 | 409 |
| Number of Managed Accounts | $448,000 | 306 |
| Number of Non-Managed Accounts | $14,000 | 908 |
| Total fiduciary and related assets | $328,417,000 | 313 |
| Managed Assets ($) | $318,334,000 | 249 |
| Non-managed Assets ($) | $10,083,000 | 639 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 287 |
| 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 | $442,000 | 328 |
| Number of Managed Accounts | $431,000 | 278 |
| Number of Non-Managed Accounts | $11,000 | 379 |
| Total fiduciary and related assets | $310,276,000 | 310 |
| Managed Assets ($) | $301,527,000 | 245 |
| Non-managed Assets ($) | $8,749,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 290 |
| 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 | $426,000 | 334 |
| Number of Managed Accounts | $415,000 | 284 |
| Number of Non-Managed Accounts | $11,000 | 385 |
| Total fiduciary and related assets | $311,651,000 | 315 |
| Managed Assets ($) | $302,931,000 | 243 |
| Non-managed Assets ($) | $8,720,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $818,000 | 295 |
| 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 | $404,000 | 343 |
| Number of Managed Accounts | $393,000 | 292 |
| Number of Non-Managed Accounts | $11,000 | 388 |
| Total fiduciary and related assets | $302,753,000 | 323 |
| Managed Assets ($) | $293,984,000 | 249 |
| Non-managed Assets ($) | $8,769,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $407,000 | 294 |
| 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 | $391,000 | 469 |
| Number of Managed Accounts | $384,000 | 351 |
| Number of Non-Managed Accounts | $7,000 | 1,073 |
| Total fiduciary and related assets | $288,266,000 | 344 |
| Managed Assets ($) | $281,787,000 | 262 |
| Non-managed Assets ($) | $6,479,000 | 748 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,402,000 | 322 |
| 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 | $365,000 | 361 |
| Number of Managed Accounts | $351,000 | 306 |
| Number of Non-Managed Accounts | $14,000 | 391 |
| Total fiduciary and related assets | $260,672,000 | 355 |
| Managed Assets ($) | $244,234,000 | 278 |
| Non-managed Assets ($) | $16,438,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,031,000 | 331 |
| 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 | $333,000 | 375 |
| Number of Managed Accounts | $319,000 | 322 |
| Number of Non-Managed Accounts | $14,000 | 396 |
| Total fiduciary and related assets | $240,919,000 | 365 |
| Managed Assets ($) | $225,828,000 | 298 |
| Non-managed Assets ($) | $15,091,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $693,000 | 334 |
| 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 | $325,000 | 390 |
| Number of Managed Accounts | $311,000 | 333 |
| Number of Non-Managed Accounts | $14,000 | 405 |
| Total fiduciary and related assets | $224,799,000 | 374 |
| Managed Assets ($) | $210,765,000 | 307 |
| Non-managed Assets ($) | $14,034,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 334 |
| 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 | $315,000 | 554 |
| Number of Managed Accounts | $302,000 | 431 |
| Number of Non-Managed Accounts | $13,000 | 963 |
| Total fiduciary and related assets | $224,455,000 | 388 |
| Managed Assets ($) | $210,585,000 | 316 |
| Non-managed Assets ($) | $13,870,000 | 586 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,085,000 | 391 |
| 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 | $244,000 | 604 |
| Number of Managed Accounts | $234,000 | 482 |
| Number of Non-Managed Accounts | $10,000 | 973 |
| Total fiduciary and related assets | $213,273,000 | 387 |
| Managed Assets ($) | $201,352,000 | 329 |
| Non-managed Assets ($) | $11,921,000 | 591 |
| Memoranda | ||
| Gross Fiduciary activities income | $798,000 | 464 |
| 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 |