Home > United Bank & Capital Trust Company > Fiduciary and Related Services
United Bank & Capital Trust Company, Fiduciary and Related Services
| 2018-06-30 | 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 | $821,000 | 245 |
| Number of Managed Accounts | $681,000 | 237 |
| Number of Non-Managed Accounts | $140,000 | 176 |
| Total fiduciary and related assets | $473,823,000 | 289 |
| Managed Assets ($) | $311,910,000 | 308 |
| Non-managed Assets ($) | $161,913,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,555,000 | 279 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $845,000 | 240 |
| Number of Managed Accounts | $697,000 | 232 |
| Number of Non-Managed Accounts | $148,000 | 170 |
| Total fiduciary and related assets | $473,555,000 | 288 |
| Managed Assets ($) | $312,689,000 | 306 |
| Non-managed Assets ($) | $160,866,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 267 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $921,000 | 247 |
| Number of Managed Accounts | $731,000 | 226 |
| Number of Non-Managed Accounts | $190,000 | 182 |
| Total fiduciary and related assets | $500,043,000 | 282 |
| Managed Assets ($) | $324,733,000 | 307 |
| Non-managed Assets ($) | $175,310,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,873,000 | 283 |
| 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 | $946,000 | 227 |
| Number of Managed Accounts | $743,000 | 218 |
| Number of Non-Managed Accounts | $203,000 | 142 |
| Total fiduciary and related assets | $495,033,000 | 284 |
| Managed Assets ($) | $327,961,000 | 302 |
| Non-managed Assets ($) | $167,072,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,143,000 | 282 |
| 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 | $958,000 | 222 |
| Number of Managed Accounts | $746,000 | 217 |
| Number of Non-Managed Accounts | $212,000 | 136 |
| Total fiduciary and related assets | $495,947,000 | 277 |
| Managed Assets ($) | $323,338,000 | 297 |
| Non-managed Assets ($) | $172,609,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 289 |
| 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 | $971,000 | 218 |
| Number of Managed Accounts | $751,000 | 218 |
| Number of Non-Managed Accounts | $220,000 | 134 |
| Total fiduciary and related assets | $474,389,000 | 282 |
| Managed Assets ($) | $310,106,000 | 301 |
| Non-managed Assets ($) | $164,283,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 278 |
| 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 | $356,000 | 412 |
| Number of Managed Accounts | $323,000 | 364 |
| Number of Non-Managed Accounts | $33,000 | 513 |
| Total fiduciary and related assets | $298,351,000 | 353 |
| Managed Assets ($) | $181,299,000 | 387 |
| Non-managed Assets ($) | $117,052,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 383 |
| 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 | $363,000 | 346 |
| Number of Managed Accounts | $330,000 | 318 |
| Number of Non-Managed Accounts | $33,000 | 303 |
| Total fiduciary and related assets | $295,520,000 | 350 |
| Managed Assets ($) | $180,945,000 | 352 |
| Non-managed Assets ($) | $114,575,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 379 |
| 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 | $372,000 | 346 |
| Number of Managed Accounts | $340,000 | 313 |
| Number of Non-Managed Accounts | $32,000 | 307 |
| Total fiduciary and related assets | $293,438,000 | 349 |
| Managed Assets ($) | $179,291,000 | 357 |
| Non-managed Assets ($) | $114,147,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $779,000 | 378 |
| 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 | $372,000 | 346 |
| Number of Managed Accounts | $340,000 | 313 |
| Number of Non-Managed Accounts | $32,000 | 309 |
| Total fiduciary and related assets | $282,164,000 | 353 |
| Managed Assets ($) | $179,448,000 | 357 |
| Non-managed Assets ($) | $102,716,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 379 |
| 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 | $374,000 | 408 |
| Number of Managed Accounts | $344,000 | 350 |
| Number of Non-Managed Accounts | $30,000 | 549 |
| Total fiduciary and related assets | $288,282,000 | 354 |
| Managed Assets ($) | $180,427,000 | 387 |
| Non-managed Assets ($) | $107,855,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 413 |
| 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 | $374,000 | 343 |
| Number of Managed Accounts | $347,000 | 312 |
| Number of Non-Managed Accounts | $27,000 | 312 |
| Total fiduciary and related assets | $282,180,000 | 355 |
| Managed Assets ($) | $175,581,000 | 358 |
| Non-managed Assets ($) | $106,599,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,058,000 | 402 |
| 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 | $379,000 | 340 |
| Number of Managed Accounts | $349,000 | 312 |
| Number of Non-Managed Accounts | $30,000 | 306 |
| Total fiduciary and related assets | $303,644,000 | 355 |
| Managed Assets ($) | $189,546,000 | 355 |
| Non-managed Assets ($) | $114,098,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 424 |
| 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 | $371,000 | 350 |
| Number of Managed Accounts | $336,000 | 321 |
| Number of Non-Managed Accounts | $35,000 | 297 |
| Total fiduciary and related assets | $311,615,000 | 357 |
| Managed Assets ($) | $193,551,000 | 354 |
| Non-managed Assets ($) | $118,064,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $313,000 | 434 |
| 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 | $363,000 | 432 |
| Number of Managed Accounts | $332,000 | 373 |
| Number of Non-Managed Accounts | $31,000 | 563 |
| Total fiduciary and related assets | $293,888,000 | 365 |
| Managed Assets ($) | $192,512,000 | 378 |
| Non-managed Assets ($) | $101,376,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,612,000 | 375 |
| 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 | $367,000 | 351 |
| Number of Managed Accounts | $336,000 | 322 |
| Number of Non-Managed Accounts | $31,000 | 306 |
| Total fiduciary and related assets | $292,160,000 | 359 |
| Managed Assets ($) | $192,589,000 | 356 |
| Non-managed Assets ($) | $99,571,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 386 |
| 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 | $350,000 | 358 |
| Number of Managed Accounts | $325,000 | 326 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $299,000,000 | 356 |
| Managed Assets ($) | $198,732,000 | 357 |
| Non-managed Assets ($) | $100,268,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 431 |
| 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 | $349,000 | 363 |
| Number of Managed Accounts | $324,000 | 331 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $291,807,000 | 359 |
| Managed Assets ($) | $195,849,000 | 359 |
| Non-managed Assets ($) | $95,958,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 432 |
| 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 | $349,000 | 445 |
| Number of Managed Accounts | $324,000 | 376 |
| Number of Non-Managed Accounts | $25,000 | 629 |
| Total fiduciary and related assets | $289,752,000 | 359 |
| Managed Assets ($) | $195,373,000 | 366 |
| Non-managed Assets ($) | $94,379,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 438 |
| 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 | $340,000 | 346 |
| Number of Managed Accounts | $313,000 | 311 |
| Number of Non-Managed Accounts | $27,000 | 302 |
| Total fiduciary and related assets | $277,097,000 | 355 |
| Managed Assets ($) | $186,353,000 | 341 |
| Non-managed Assets ($) | $90,744,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $799,000 | 449 |
| 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 | $343,000 | 346 |
| Number of Managed Accounts | $315,000 | 309 |
| Number of Non-Managed Accounts | $28,000 | 300 |
| Total fiduciary and related assets | $273,317,000 | 356 |
| Managed Assets ($) | $183,679,000 | 340 |
| Non-managed Assets ($) | $89,638,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $532,000 | 447 |
| 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 | $339,000 | 349 |
| Number of Managed Accounts | $313,000 | 313 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $275,584,000 | 354 |
| Managed Assets ($) | $186,240,000 | 339 |
| Non-managed Assets ($) | $89,344,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 442 |
| 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 | $348,000 | 445 |
| Number of Managed Accounts | $320,000 | 372 |
| Number of Non-Managed Accounts | $28,000 | 619 |
| Total fiduciary and related assets | $258,613,000 | 364 |
| Managed Assets ($) | $176,309,000 | 365 |
| Non-managed Assets ($) | $82,304,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,028,000 | 449 |
| 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 | $752,000 | 453 |
| 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 | $511,000 | 446 |
| 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 | $250,000 | 449 |
| 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 | $333,000 | 450 |
| Number of Managed Accounts | $308,000 | 383 |
| Number of Non-Managed Accounts | $25,000 | 665 |
| Total fiduciary and related assets | $244,500,000 | 357 |
| Managed Assets ($) | $172,254,000 | 348 |
| Non-managed Assets ($) | $72,246,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,268,000 | 347 |
| 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 | $329,000 | 339 |
| Number of Managed Accounts | $304,000 | 307 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $235,005,000 | 343 |
| Managed Assets ($) | $164,837,000 | 319 |
| Non-managed Assets ($) | $70,168,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,001,000 | 340 |
| 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 | $333,000 | 341 |
| Number of Managed Accounts | $307,000 | 307 |
| Number of Non-Managed Accounts | $26,000 | 315 |
| Total fiduciary and related assets | $256,752,000 | 344 |
| Managed Assets ($) | $174,268,000 | 324 |
| Non-managed Assets ($) | $82,484,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $697,000 | 336 |
| 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 | $340,000 | 346 |
| Number of Managed Accounts | $309,000 | 311 |
| Number of Non-Managed Accounts | $31,000 | 299 |
| Total fiduciary and related assets | $264,967,000 | 344 |
| Managed Assets ($) | $172,875,000 | 330 |
| Non-managed Assets ($) | $92,092,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 415 |
| 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 | $344,000 | 468 |
| Number of Managed Accounts | $316,000 | 387 |
| Number of Non-Managed Accounts | $28,000 | 661 |
| Total fiduciary and related assets | $263,617,000 | 345 |
| Managed Assets ($) | $174,591,000 | 361 |
| Non-managed Assets ($) | $89,026,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $952,000 | 409 |
| 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 | $346,000 | 331 |
| Number of Managed Accounts | $317,000 | 299 |
| Number of Non-Managed Accounts | $29,000 | 300 |
| Total fiduciary and related assets | $256,658,000 | 330 |
| Managed Assets ($) | $170,555,000 | 313 |
| Non-managed Assets ($) | $86,103,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 409 |
| 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 | $346,000 | 330 |
| Number of Managed Accounts | $314,000 | 300 |
| Number of Non-Managed Accounts | $32,000 | 296 |
| Total fiduciary and related assets | $240,328,000 | 332 |
| Managed Assets ($) | $161,292,000 | 314 |
| Non-managed Assets ($) | $79,036,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 404 |
| 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 | $351,000 | 333 |
| Number of Managed Accounts | $319,000 | 300 |
| Number of Non-Managed Accounts | $32,000 | 302 |
| Total fiduciary and related assets | $246,395,000 | 341 |
| Managed Assets ($) | $163,814,000 | 319 |
| Non-managed Assets ($) | $82,581,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $255,000 | 400 |
| 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 | $353,000 | 465 |
| Number of Managed Accounts | $321,000 | 378 |
| Number of Non-Managed Accounts | $32,000 | 647 |
| Total fiduciary and related assets | $255,577,000 | 339 |
| Managed Assets ($) | $173,929,000 | 349 |
| Non-managed Assets ($) | $81,648,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 382 |
| 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 | $375,000 | 321 |
| Number of Managed Accounts | $332,000 | 286 |
| Number of Non-Managed Accounts | $43,000 | 267 |
| Total fiduciary and related assets | $261,445,000 | 320 |
| Managed Assets ($) | $179,476,000 | 303 |
| Non-managed Assets ($) | $81,969,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $872,000 | 352 |
| 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 | $382,000 | 325 |
| Number of Managed Accounts | $337,000 | 293 |
| Number of Non-Managed Accounts | $45,000 | 272 |
| Total fiduciary and related assets | $246,767,000 | 325 |
| Managed Assets ($) | $171,400,000 | 310 |
| Non-managed Assets ($) | $75,367,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 331 |
| 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 | $388,000 | 321 |
| Number of Managed Accounts | $343,000 | 292 |
| Number of Non-Managed Accounts | $45,000 | 271 |
| Total fiduciary and related assets | $231,576,000 | 327 |
| Managed Assets ($) | $160,063,000 | 314 |
| Non-managed Assets ($) | $71,513,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000 | 400 |
| 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 | $390,000 | 445 |
| Number of Managed Accounts | $344,000 | 371 |
| Number of Non-Managed Accounts | $46,000 | 562 |
| Total fiduciary and related assets | $253,161,000 | 328 |
| Managed Assets ($) | $169,838,000 | 347 |
| Non-managed Assets ($) | $83,323,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 373 |
| 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 | $390,000 | 338 |
| Number of Managed Accounts | $343,000 | 301 |
| Number of Non-Managed Accounts | $47,000 | 285 |
| Total fiduciary and related assets | $279,474,000 | 317 |
| Managed Assets ($) | $180,621,000 | 329 |
| Non-managed Assets ($) | $98,853,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 372 |
| 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 | $393,000 | 344 |
| Number of Managed Accounts | $346,000 | 304 |
| Number of Non-Managed Accounts | $47,000 | 285 |
| Total fiduciary and related assets | $290,684,000 | 327 |
| Managed Assets ($) | $184,265,000 | 336 |
| Non-managed Assets ($) | $106,419,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 385 |
| 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 | $388,000 | 347 |
| Number of Managed Accounts | $341,000 | 310 |
| Number of Non-Managed Accounts | $47,000 | 288 |
| Total fiduciary and related assets | $299,103,000 | 331 |
| Managed Assets ($) | $221,723,000 | 324 |
| Non-managed Assets ($) | $77,380,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $295,000 | 386 |
| 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 | $387,000 | 456 |
| Number of Managed Accounts | $340,000 | 368 |
| Number of Non-Managed Accounts | $47,000 | 564 |
| Total fiduciary and related assets | $303,876,000 | 330 |
| Managed Assets ($) | $227,439,000 | 333 |
| Non-managed Assets ($) | $76,437,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,177,000 | 383 |
| 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 | $382,000 | 334 |
| Number of Managed Accounts | $335,000 | 303 |
| Number of Non-Managed Accounts | $47,000 | 274 |
| Total fiduciary and related assets | $307,076,000 | 328 |
| Managed Assets ($) | $231,484,000 | 314 |
| Non-managed Assets ($) | $75,592,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $849,000 | 382 |
| 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 | $375,000 | 342 |
| Number of Managed Accounts | $332,000 | 304 |
| Number of Non-Managed Accounts | $43,000 | 294 |
| Total fiduciary and related assets | $305,680,000 | 335 |
| Managed Assets ($) | $227,888,000 | 321 |
| Non-managed Assets ($) | $77,792,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $546,000 | 404 |
| 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 | $375,000 | 342 |
| Number of Managed Accounts | $328,000 | 305 |
| Number of Non-Managed Accounts | $47,000 | 286 |
| Total fiduciary and related assets | $299,494,000 | 339 |
| Managed Assets ($) | $222,318,000 | 325 |
| Non-managed Assets ($) | $77,176,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 399 |
| 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 | $370,000 | 452 |
| Number of Managed Accounts | $323,000 | 371 |
| Number of Non-Managed Accounts | $47,000 | 575 |
| Total fiduciary and related assets | $303,852,000 | 335 |
| Managed Assets ($) | $223,016,000 | 329 |
| Non-managed Assets ($) | $80,836,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 372 |
| 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 | $390,000 | 335 |
| Number of Managed Accounts | $326,000 | 300 |
| Number of Non-Managed Accounts | $64,000 | 271 |
| Total fiduciary and related assets | $293,358,000 | 336 |
| Managed Assets ($) | $213,604,000 | 312 |
| Non-managed Assets ($) | $79,754,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 362 |
| 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 | $388,000 | 341 |
| Number of Managed Accounts | $324,000 | 308 |
| Number of Non-Managed Accounts | $64,000 | 278 |
| Total fiduciary and related assets | $282,600,000 | 343 |
| Managed Assets ($) | $202,051,000 | 321 |
| Non-managed Assets ($) | $80,549,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 365 |
| 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 | $400,000 | 338 |
| Number of Managed Accounts | $333,000 | 308 |
| Number of Non-Managed Accounts | $67,000 | 277 |
| Total fiduciary and related assets | $282,336,000 | 341 |
| Managed Assets ($) | $199,897,000 | 325 |
| Non-managed Assets ($) | $82,439,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 362 |
| 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 | $404,000 | 443 |
| Number of Managed Accounts | $334,000 | 380 |
| Number of Non-Managed Accounts | $70,000 | 486 |
| Total fiduciary and related assets | $274,398,000 | 351 |
| Managed Assets ($) | $195,240,000 | 348 |
| Non-managed Assets ($) | $79,158,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 370 |
| 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 | $412,000 | 329 |
| Number of Managed Accounts | $338,000 | 303 |
| Number of Non-Managed Accounts | $74,000 | 268 |
| Total fiduciary and related assets | $274,787,000 | 341 |
| Managed Assets ($) | $196,293,000 | 314 |
| Non-managed Assets ($) | $78,494,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 360 |
| 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 | $395,000 | 340 |
| Number of Managed Accounts | $329,000 | 310 |
| Number of Non-Managed Accounts | $66,000 | 282 |
| Total fiduciary and related assets | $280,199,000 | 341 |
| Managed Assets ($) | $198,053,000 | 317 |
| Non-managed Assets ($) | $82,146,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 358 |
| 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 | $398,000 | 342 |
| Number of Managed Accounts | $335,000 | 308 |
| Number of Non-Managed Accounts | $63,000 | 284 |
| Total fiduciary and related assets | $283,995,000 | 338 |
| Managed Assets ($) | $196,028,000 | 325 |
| Non-managed Assets ($) | $87,967,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $294,000 | 359 |
| 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 | $407,000 | 439 |
| Number of Managed Accounts | $338,000 | 373 |
| Number of Non-Managed Accounts | $69,000 | 502 |
| Total fiduciary and related assets | $274,201,000 | 348 |
| Managed Assets ($) | $193,868,000 | 342 |
| Non-managed Assets ($) | $80,333,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,155,000 | 353 |
| 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 | $410,000 | 332 |
| Number of Managed Accounts | $334,000 | 305 |
| Number of Non-Managed Accounts | $76,000 | 270 |
| Total fiduciary and related assets | $266,671,000 | 347 |
| Managed Assets ($) | $185,974,000 | 315 |
| Non-managed Assets ($) | $80,697,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $927,000 | 342 |
| 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 | $422,000 | 335 |
| Number of Managed Accounts | $341,000 | 301 |
| Number of Non-Managed Accounts | $81,000 | 277 |
| Total fiduciary and related assets | $325,433,000 | 307 |
| Managed Assets ($) | $241,709,000 | 286 |
| Non-managed Assets ($) | $83,724,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 345 |
| 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 | $427,000 | 336 |
| Number of Managed Accounts | $348,000 | 302 |
| Number of Non-Managed Accounts | $79,000 | 280 |
| Total fiduciary and related assets | $337,869,000 | 305 |
| Managed Assets ($) | $248,917,000 | 286 |
| Non-managed Assets ($) | $88,952,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,000 | 344 |
| 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 | $408,000 | 454 |
| Number of Managed Accounts | $340,000 | 378 |
| Number of Non-Managed Accounts | $68,000 | 533 |
| Total fiduciary and related assets | $347,017,000 | 310 |
| Managed Assets ($) | $252,488,000 | 284 |
| Non-managed Assets ($) | $94,529,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 348 |
| 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 | $409,000 | 356 |
| Number of Managed Accounts | $339,000 | 311 |
| Number of Non-Managed Accounts | $70,000 | 302 |
| Total fiduciary and related assets | $329,927,000 | 315 |
| Managed Assets ($) | $244,797,000 | 277 |
| Non-managed Assets ($) | $85,130,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 356 |
| 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 | $400,000 | 363 |
| Number of Managed Accounts | $333,000 | 316 |
| Number of Non-Managed Accounts | $67,000 | 307 |
| Total fiduciary and related assets | $310,334,000 | 327 |
| Managed Assets ($) | $231,050,000 | 293 |
| Non-managed Assets ($) | $79,284,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 360 |
| 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 | $412,000 | 367 |
| Number of Managed Accounts | $334,000 | 324 |
| Number of Non-Managed Accounts | $78,000 | 301 |
| Total fiduciary and related assets | $299,873,000 | 331 |
| Managed Assets ($) | $228,234,000 | 291 |
| Non-managed Assets ($) | $71,639,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 369 |
| 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 | $432,000 | 452 |
| Number of Managed Accounts | $337,000 | 396 |
| Number of Non-Managed Accounts | $95,000 | 438 |
| Total fiduciary and related assets | $310,613,000 | 332 |
| Managed Assets ($) | $236,153,000 | 287 |
| Non-managed Assets ($) | $74,460,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,196,000 | 373 |
| 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 | $428,000 | 434 |
| Number of Managed Accounts | $333,000 | 389 |
| Number of Non-Managed Accounts | $95,000 | 423 |
| Total fiduciary and related assets | $294,280,000 | 325 |
| Managed Assets ($) | $254,199,000 | 271 |
| Non-managed Assets ($) | $40,081,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 332 |
| 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 | $1,257,000 | 378 |
| 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 | $1,164,000 | 428 |
| 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 | $1,053,000 | 447 |
| 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 | $890,000 | 506 |
| 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 | $932,000 | 527 |
| 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 | $853,000 | 570 |
| 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 | $847,000 | 562 |
| 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 | $796,000 | 612 |
| 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 | $711,000 | 655 |