Home > United Bank > Fiduciary and Related Services
United Bank, Fiduciary and Related Services
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,582,000 | 158 |
| Number of Managed Accounts | $1,005,000 | 176 |
| Number of Non-Managed Accounts | $577,000 | 80 |
| Total fiduciary and related assets | $2,272,533,000 | 122 |
| Managed Assets ($) | $1,344,754,000 | 128 |
| Non-managed Assets ($) | $927,779,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,316,000 | 132 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 151 |
| Number of Managed Accounts | $1,006,000 | 172 |
| Number of Non-Managed Accounts | $587,000 | 77 |
| Total fiduciary and related assets | $2,225,324,000 | 119 |
| Managed Assets ($) | $1,294,303,000 | 126 |
| Non-managed Assets ($) | $931,021,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,884,000 | 132 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,621,000 | 146 |
| Number of Managed Accounts | $1,003,000 | 171 |
| Number of Non-Managed Accounts | $618,000 | 74 |
| Total fiduciary and related assets | $2,264,930,000 | 119 |
| Managed Assets ($) | $1,286,293,000 | 122 |
| Non-managed Assets ($) | $978,637,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,527,000 | 127 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,653,000 | 143 |
| Number of Managed Accounts | $1,011,000 | 169 |
| Number of Non-Managed Accounts | $642,000 | 83 |
| Total fiduciary and related assets | $2,338,162,000 | 112 |
| Managed Assets ($) | $1,306,440,000 | 120 |
| Non-managed Assets ($) | $1,031,722,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,911,000 | 123 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,672,000 | 137 |
| Number of Managed Accounts | $1,038,000 | 166 |
| Number of Non-Managed Accounts | $634,000 | 75 |
| Total fiduciary and related assets | $2,357,310,000 | 111 |
| Managed Assets ($) | $1,480,730,000 | 115 |
| Non-managed Assets ($) | $876,580,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,483,000 | 122 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,672,000 | 136 |
| Number of Managed Accounts | $1,039,000 | 168 |
| Number of Non-Managed Accounts | $633,000 | 76 |
| Total fiduciary and related assets | $2,323,710,000 | 111 |
| Managed Assets ($) | $1,430,020,000 | 116 |
| Non-managed Assets ($) | $893,690,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,945,000 | 123 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,680,000 | 138 |
| Number of Managed Accounts | $1,050,000 | 162 |
| Number of Non-Managed Accounts | $630,000 | 79 |
| Total fiduciary and related assets | $2,340,622,000 | 111 |
| Managed Assets ($) | $1,416,160,000 | 118 |
| Non-managed Assets ($) | $924,462,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,603,000 | 121 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,704,000 | 138 |
| Number of Managed Accounts | $1,137,000 | 157 |
| Number of Non-Managed Accounts | $567,000 | 92 |
| Total fiduciary and related assets | $2,322,051,000 | 110 |
| Managed Assets ($) | $1,528,769,000 | 109 |
| Non-managed Assets ($) | $793,282,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,546,000 | 121 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,720,000 | 133 |
| Number of Managed Accounts | $1,156,000 | 151 |
| Number of Non-Managed Accounts | $564,000 | 84 |
| Total fiduciary and related assets | $2,351,034,000 | 110 |
| Managed Assets ($) | $1,502,030,000 | 110 |
| Non-managed Assets ($) | $849,004,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,079,000 | 119 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,915,000 | 123 |
| Number of Managed Accounts | $1,330,000 | 136 |
| Number of Non-Managed Accounts | $585,000 | 80 |
| Total fiduciary and related assets | $2,442,125,000 | 111 |
| Managed Assets ($) | $1,621,350,000 | 107 |
| Non-managed Assets ($) | $820,775,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,344,000 | 122 |
| 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 | $1,924,000 | 122 |
| Number of Managed Accounts | $1,332,000 | 133 |
| Number of Non-Managed Accounts | $592,000 | 82 |
| Total fiduciary and related assets | $2,500,762,000 | 109 |
| Managed Assets ($) | $1,708,297,000 | 99 |
| Non-managed Assets ($) | $792,465,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,601,000 | 124 |
| 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 | $1,657,000 | 140 |
| Number of Managed Accounts | $1,254,000 | 141 |
| Number of Non-Managed Accounts | $403,000 | 123 |
| Total fiduciary and related assets | $2,411,545,000 | 110 |
| Managed Assets ($) | $1,581,792,000 | 107 |
| Non-managed Assets ($) | $829,753,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,593,000 | 122 |
| 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 | $1,674,000 | 135 |
| Number of Managed Accounts | $1,271,000 | 139 |
| Number of Non-Managed Accounts | $403,000 | 106 |
| Total fiduciary and related assets | $2,388,779,000 | 108 |
| Managed Assets ($) | $1,591,115,000 | 104 |
| Non-managed Assets ($) | $797,664,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,007,000 | 119 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,649,000 | 134 |
| Number of Managed Accounts | $1,270,000 | 137 |
| Number of Non-Managed Accounts | $379,000 | 107 |
| Total fiduciary and related assets | $2,419,837,000 | 107 |
| Managed Assets ($) | $1,612,771,000 | 102 |
| Non-managed Assets ($) | $807,066,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,416,000 | 118 |
| 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 | $1,689,000 | 133 |
| Number of Managed Accounts | $1,297,000 | 135 |
| Number of Non-Managed Accounts | $392,000 | 109 |
| Total fiduciary and related assets | $2,351,682,000 | 107 |
| Managed Assets ($) | $1,581,072,000 | 103 |
| Non-managed Assets ($) | $770,610,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,687,000 | 117 |
| 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 | $1,665,000 | 141 |
| Number of Managed Accounts | $1,281,000 | 134 |
| Number of Non-Managed Accounts | $384,000 | 124 |
| Total fiduciary and related assets | $2,331,674,000 | 108 |
| Managed Assets ($) | $1,569,228,000 | 105 |
| Non-managed Assets ($) | $762,446,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,402,000 | 116 |
| 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 | $1,683,000 | 133 |
| Number of Managed Accounts | $1,301,000 | 124 |
| Number of Non-Managed Accounts | $382,000 | 106 |
| Total fiduciary and related assets | $2,321,957,000 | 106 |
| Managed Assets ($) | $1,515,078,000 | 103 |
| Non-managed Assets ($) | $806,879,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,819,000 | 114 |
| 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 | $1,700,000 | 131 |
| Number of Managed Accounts | $1,321,000 | 119 |
| Number of Non-Managed Accounts | $379,000 | 108 |
| Total fiduciary and related assets | $2,343,179,000 | 105 |
| Managed Assets ($) | $1,470,766,000 | 101 |
| Non-managed Assets ($) | $872,413,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,318,000 | 112 |
| 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 | $1,726,000 | 131 |
| Number of Managed Accounts | $1,330,000 | 121 |
| Number of Non-Managed Accounts | $396,000 | 108 |
| Total fiduciary and related assets | $2,561,016,000 | 100 |
| Managed Assets ($) | $1,504,817,000 | 101 |
| Non-managed Assets ($) | $1,056,199,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,506,000 | 116 |
| 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 | $1,758,000 | 133 |
| Number of Managed Accounts | $1,355,000 | 120 |
| Number of Non-Managed Accounts | $403,000 | 127 |
| Total fiduciary and related assets | $2,290,085,000 | 103 |
| Managed Assets ($) | $1,442,273,000 | 100 |
| Non-managed Assets ($) | $847,812,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,429,000 | 106 |
| 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 | $1,741,000 | 126 |
| Number of Managed Accounts | $1,328,000 | 120 |
| Number of Non-Managed Accounts | $413,000 | 103 |
| Total fiduciary and related assets | $2,284,729,000 | 103 |
| Managed Assets ($) | $1,422,951,000 | 100 |
| Non-managed Assets ($) | $861,778,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,930,000 | 103 |
| 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 | $1,792,000 | 121 |
| Number of Managed Accounts | $1,332,000 | 118 |
| Number of Non-Managed Accounts | $460,000 | 97 |
| Total fiduciary and related assets | $2,390,060,000 | 101 |
| Managed Assets ($) | $1,375,761,000 | 99 |
| Non-managed Assets ($) | $1,014,299,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,116,000 | 109 |
| 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 | $1,779,000 | 123 |
| Number of Managed Accounts | $1,316,000 | 120 |
| Number of Non-Managed Accounts | $463,000 | 95 |
| Total fiduciary and related assets | $2,475,926,000 | 94 |
| Managed Assets ($) | $1,362,099,000 | 101 |
| Non-managed Assets ($) | $1,113,827,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,530,000 | 108 |
| 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 | $1,754,000 | 128 |
| Number of Managed Accounts | $1,294,000 | 122 |
| Number of Non-Managed Accounts | $460,000 | 115 |
| Total fiduciary and related assets | $2,268,617,000 | 99 |
| Managed Assets ($) | $1,261,620,000 | 103 |
| Non-managed Assets ($) | $1,006,997,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,912,000 | 103 |
| 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 | $1,771,000 | 121 |
| Number of Managed Accounts | $1,304,000 | 123 |
| Number of Non-Managed Accounts | $467,000 | 97 |
| Total fiduciary and related assets | $2,214,483,000 | 95 |
| Managed Assets ($) | $1,206,383,000 | 107 |
| Non-managed Assets ($) | $1,008,100,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,790,000 | 102 |
| 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 | $1,773,000 | 123 |
| Number of Managed Accounts | $1,312,000 | 123 |
| Number of Non-Managed Accounts | $461,000 | 102 |
| Total fiduciary and related assets | $2,186,519,000 | 104 |
| Managed Assets ($) | $1,293,472,000 | 109 |
| Non-managed Assets ($) | $893,047,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,613,000 | 102 |
| 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 | $1,767,000 | 118 |
| Number of Managed Accounts | $1,323,000 | 117 |
| Number of Non-Managed Accounts | $444,000 | 103 |
| Total fiduciary and related assets | $2,182,048,000 | 101 |
| Managed Assets ($) | $1,315,968,000 | 100 |
| Non-managed Assets ($) | $866,080,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,208,000 | 103 |
| 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 | $1,743,000 | 123 |
| Number of Managed Accounts | $1,317,000 | 121 |
| Number of Non-Managed Accounts | $426,000 | 127 |
| Total fiduciary and related assets | $2,109,840,000 | 102 |
| Managed Assets ($) | $1,295,141,000 | 101 |
| Non-managed Assets ($) | $814,699,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,121,000 | 102 |
| 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 | $1,740,000 | 118 |
| Number of Managed Accounts | $1,325,000 | 117 |
| Number of Non-Managed Accounts | $415,000 | 114 |
| Total fiduciary and related assets | $2,096,695,000 | 102 |
| Managed Assets ($) | $1,218,317,000 | 103 |
| Non-managed Assets ($) | $878,378,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,083,000 | 101 |
| 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 | $1,742,000 | 119 |
| Number of Managed Accounts | $1,329,000 | 115 |
| Number of Non-Managed Accounts | $413,000 | 115 |
| Total fiduciary and related assets | $2,003,145,000 | 100 |
| Managed Assets ($) | $1,138,123,000 | 102 |
| Non-managed Assets ($) | $865,022,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,193,000 | 101 |
| 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 | $1,764,000 | 118 |
| Number of Managed Accounts | $1,322,000 | 114 |
| Number of Non-Managed Accounts | $442,000 | 116 |
| Total fiduciary and related assets | $2,207,005,000 | 99 |
| Managed Assets ($) | $1,227,103,000 | 100 |
| Non-managed Assets ($) | $979,902,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,077,000 | 103 |
| 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 | $1,826,000 | 124 |
| Number of Managed Accounts | $1,387,000 | 112 |
| Number of Non-Managed Accounts | $439,000 | 140 |
| Total fiduciary and related assets | $2,105,828,000 | 102 |
| Managed Assets ($) | $1,179,095,000 | 101 |
| Non-managed Assets ($) | $926,733,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,286,000 | 101 |
| 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 | $1,889,000 | 114 |
| Number of Managed Accounts | $1,412,000 | 106 |
| Number of Non-Managed Accounts | $477,000 | 107 |
| Total fiduciary and related assets | $2,111,439,000 | 104 |
| Managed Assets ($) | $1,146,712,000 | 104 |
| Non-managed Assets ($) | $964,727,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,370,000 | 99 |
| 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 | $1,916,000 | 109 |
| Number of Managed Accounts | $1,443,000 | 104 |
| Number of Non-Managed Accounts | $473,000 | 108 |
| Total fiduciary and related assets | $2,110,319,000 | 104 |
| Managed Assets ($) | $1,037,937,000 | 109 |
| Non-managed Assets ($) | $1,072,382,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,435,000 | 99 |
| 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 | $1,970,000 | 107 |
| Number of Managed Accounts | $1,475,000 | 102 |
| Number of Non-Managed Accounts | $495,000 | 103 |
| Total fiduciary and related assets | $2,133,087,000 | 101 |
| Managed Assets ($) | $970,453,000 | 109 |
| Non-managed Assets ($) | $1,162,634,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,100,000 | 99 |
| 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 | $2,018,000 | 120 |
| Number of Managed Accounts | $1,492,000 | 103 |
| Number of Non-Managed Accounts | $526,000 | 125 |
| Total fiduciary and related assets | $2,320,195,000 | 101 |
| Managed Assets ($) | $1,100,713,000 | 103 |
| Non-managed Assets ($) | $1,219,482,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,065,000 | 106 |
| 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 | $2,025,000 | 113 |
| Number of Managed Accounts | $1,491,000 | 99 |
| Number of Non-Managed Accounts | $534,000 | 104 |
| Total fiduciary and related assets | $2,522,813,000 | 100 |
| Managed Assets ($) | $1,164,283,000 | 107 |
| Non-managed Assets ($) | $1,358,530,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,053,000 | 106 |
| 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 | $2,052,000 | 116 |
| Number of Managed Accounts | $1,503,000 | 102 |
| Number of Non-Managed Accounts | $549,000 | 107 |
| Total fiduciary and related assets | $2,576,187,000 | 103 |
| Managed Assets ($) | $1,196,969,000 | 111 |
| Non-managed Assets ($) | $1,379,218,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,719,000 | 109 |
| 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 | $2,051,000 | 115 |
| Number of Managed Accounts | $1,503,000 | 101 |
| Number of Non-Managed Accounts | $548,000 | 106 |
| Total fiduciary and related assets | $2,543,585,000 | 107 |
| Managed Assets ($) | $1,134,027,000 | 116 |
| Non-managed Assets ($) | $1,409,558,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 115 |
| 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 | $2,077,000 | 116 |
| Number of Managed Accounts | $1,501,000 | 105 |
| Number of Non-Managed Accounts | $576,000 | 119 |
| Total fiduciary and related assets | $2,589,088,000 | 105 |
| Managed Assets ($) | $1,181,702,000 | 115 |
| Non-managed Assets ($) | $1,407,386,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,853,000 | 113 |
| 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 | $2,128,000 | 108 |
| Number of Managed Accounts | $1,498,000 | 103 |
| Number of Non-Managed Accounts | $630,000 | 93 |
| Total fiduciary and related assets | $2,675,279,000 | 104 |
| Managed Assets ($) | $1,187,292,000 | 115 |
| Non-managed Assets ($) | $1,487,987,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,473,000 | 112 |
| 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 | $2,140,000 | 108 |
| Number of Managed Accounts | $1,501,000 | 102 |
| Number of Non-Managed Accounts | $639,000 | 93 |
| Total fiduciary and related assets | $2,913,935,000 | 100 |
| Managed Assets ($) | $1,188,275,000 | 120 |
| Non-managed Assets ($) | $1,725,660,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,428,000 | 114 |
| 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 | $2,180,000 | 102 |
| Number of Managed Accounts | $1,540,000 | 96 |
| Number of Non-Managed Accounts | $640,000 | 91 |
| Total fiduciary and related assets | $2,826,565,000 | 101 |
| Managed Assets ($) | $1,186,566,000 | 119 |
| Non-managed Assets ($) | $1,639,999,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,179,000 | 111 |
| 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 | $2,170,000 | 107 |
| Number of Managed Accounts | $1,545,000 | 99 |
| Number of Non-Managed Accounts | $625,000 | 111 |
| Total fiduciary and related assets | $2,738,264,000 | 102 |
| Managed Assets ($) | $1,160,044,000 | 118 |
| Non-managed Assets ($) | $1,578,220,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,503,000 | 120 |
| 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 | $2,724,000 | 94 |
| Number of Managed Accounts | $1,568,000 | 103 |
| Number of Non-Managed Accounts | $1,156,000 | 69 |
| Total fiduciary and related assets | $2,778,051,000 | 103 |
| Managed Assets ($) | $1,138,937,000 | 119 |
| Non-managed Assets ($) | $1,639,114,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,626,000 | 126 |
| 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 | $2,854,000 | 96 |
| Number of Managed Accounts | $1,644,000 | 105 |
| Number of Non-Managed Accounts | $1,210,000 | 66 |
| Total fiduciary and related assets | $2,896,503,000 | 106 |
| Managed Assets ($) | $1,087,391,000 | 124 |
| Non-managed Assets ($) | $1,809,112,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,735,000 | 131 |
| 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 | $2,759,000 | 96 |
| Number of Managed Accounts | $1,597,000 | 104 |
| Number of Non-Managed Accounts | $1,162,000 | 65 |
| Total fiduciary and related assets | $2,632,719,000 | 109 |
| Managed Assets ($) | $1,041,697,000 | 126 |
| Non-managed Assets ($) | $1,591,022,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,777,000 | 129 |
| 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 | $2,669,000 | 104 |
| Number of Managed Accounts | $1,507,000 | 112 |
| Number of Non-Managed Accounts | $1,162,000 | 70 |
| Total fiduciary and related assets | $2,636,931,000 | 108 |
| Managed Assets ($) | $1,058,079,000 | 121 |
| Non-managed Assets ($) | $1,578,852,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,771,000 | 129 |
| 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 | $2,660,000 | 98 |
| Number of Managed Accounts | $1,501,000 | 108 |
| Number of Non-Managed Accounts | $1,159,000 | 63 |
| Total fiduciary and related assets | $2,660,946,000 | 109 |
| Managed Assets ($) | $1,039,818,000 | 119 |
| Non-managed Assets ($) | $1,621,128,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,038,000 | 129 |
| 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 | $2,656,000 | 98 |
| Number of Managed Accounts | $1,488,000 | 105 |
| Number of Non-Managed Accounts | $1,168,000 | 65 |
| Total fiduciary and related assets | $2,728,300,000 | 107 |
| Managed Assets ($) | $971,823,000 | 122 |
| Non-managed Assets ($) | $1,756,477,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,411,000 | 125 |
| 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 | $2,763,000 | 99 |
| Number of Managed Accounts | $1,612,000 | 106 |
| Number of Non-Managed Accounts | $1,151,000 | 69 |
| Total fiduciary and related assets | $2,244,262,000 | 118 |
| Managed Assets ($) | $947,743,000 | 128 |
| Non-managed Assets ($) | $1,296,519,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 128 |
| 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 | $2,794,000 | 107 |
| Number of Managed Accounts | $1,618,000 | 109 |
| Number of Non-Managed Accounts | $1,176,000 | 78 |
| Total fiduciary and related assets | $2,253,337,000 | 121 |
| Managed Assets ($) | $976,001,000 | 122 |
| Non-managed Assets ($) | $1,277,336,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,764,000 | 123 |
| 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 | $2,739,000 | 101 |
| Number of Managed Accounts | $1,577,000 | 108 |
| Number of Non-Managed Accounts | $1,162,000 | 71 |
| Total fiduciary and related assets | $2,126,204,000 | 123 |
| Managed Assets ($) | $946,395,000 | 127 |
| Non-managed Assets ($) | $1,179,809,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,097,000 | 125 |
| 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 | $2,692,000 | 103 |
| Number of Managed Accounts | $1,582,000 | 106 |
| Number of Non-Managed Accounts | $1,110,000 | 79 |
| Total fiduciary and related assets | $1,984,656,000 | 127 |
| Managed Assets ($) | $925,769,000 | 129 |
| Non-managed Assets ($) | $1,058,887,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,352,000 | 127 |
| 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 | $2,688,000 | 103 |
| Number of Managed Accounts | $1,586,000 | 106 |
| Number of Non-Managed Accounts | $1,102,000 | 78 |
| Total fiduciary and related assets | $1,941,862,000 | 129 |
| Managed Assets ($) | $921,677,000 | 128 |
| Non-managed Assets ($) | $1,020,185,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,667,000 | 130 |
| 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 | $2,713,000 | 112 |
| Number of Managed Accounts | $1,593,000 | 113 |
| Number of Non-Managed Accounts | $1,120,000 | 86 |
| Total fiduciary and related assets | $1,662,636,000 | 145 |
| Managed Assets ($) | $900,956,000 | 136 |
| Non-managed Assets ($) | $761,680,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,976,000 | 136 |
| 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 | $2,700,000 | 109 |
| Number of Managed Accounts | $1,598,000 | 114 |
| Number of Non-Managed Accounts | $1,102,000 | 82 |
| Total fiduciary and related assets | $1,585,041,000 | 150 |
| Managed Assets ($) | $872,218,000 | 140 |
| Non-managed Assets ($) | $712,823,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,437,000 | 143 |
| 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 | $2,737,000 | 108 |
| Number of Managed Accounts | $1,615,000 | 116 |
| Number of Non-Managed Accounts | $1,122,000 | 83 |
| Total fiduciary and related assets | $1,598,233,000 | 154 |
| Managed Assets ($) | $852,829,000 | 142 |
| Non-managed Assets ($) | $745,404,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,910,000 | 149 |
| 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 | $2,859,000 | 108 |
| Number of Managed Accounts | $1,673,000 | 114 |
| Number of Non-Managed Accounts | $1,186,000 | 83 |
| Total fiduciary and related assets | $1,618,051,000 | 148 |
| Managed Assets ($) | $812,352,000 | 145 |
| Non-managed Assets ($) | $805,699,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 156 |
| 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 | $2,835,000 | 112 |
| Number of Managed Accounts | $1,665,000 | 122 |
| Number of Non-Managed Accounts | $1,170,000 | 89 |
| Total fiduciary and related assets | $1,631,505,000 | 149 |
| Managed Assets ($) | $840,748,000 | 141 |
| Non-managed Assets ($) | $790,757,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,032,000 | 149 |
| 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 | $2,469,000 | 109 |
| Number of Managed Accounts | $1,535,000 | 112 |
| Number of Non-Managed Accounts | $934,000 | 102 |
| Total fiduciary and related assets | $1,860,755,000 | 129 |
| Managed Assets ($) | $871,016,000 | 136 |
| Non-managed Assets ($) | $989,739,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,159,000 | 147 |
| 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 | $5,309,000 | 158 |
| 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 | $4,680,000 | 198 |
| 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 | $3,840,000 | 225 |
| 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 | $3,494,000 | 238 |
| 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 | $3,186,000 | 274 |
| 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 | $2,749,000 | 310 |
| 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 | $2,720,000 | 314 |
| 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 | $2,503,000 | 333 |
| 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 | $1,954,000 | 389 |