Home > First Federal Bank > Fiduciary and Related Services
First Federal Bank, Fiduciary and Related Services
| 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 | $379,000 | 333 |
| Number of Managed Accounts | $210,000 | 342 |
| Number of Non-Managed Accounts | $169,000 | 165 |
| Total fiduciary and related assets | $643,385,000 | 215 |
| Managed Assets ($) | $107,798,000 | 360 |
| Non-managed Assets ($) | $535,587,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,100,000 | 202 |
| 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 | $370,000 | 338 |
| Number of Managed Accounts | $213,000 | 341 |
| Number of Non-Managed Accounts | $157,000 | 174 |
| Total fiduciary and related assets | $646,003,000 | 213 |
| Managed Assets ($) | $109,133,000 | 361 |
| Non-managed Assets ($) | $536,870,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 202 |
| 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 | $379,000 | 426 |
| Number of Managed Accounts | $217,000 | 452 |
| Number of Non-Managed Accounts | $162,000 | 239 |
| Total fiduciary and related assets | $638,529,000 | 211 |
| Managed Assets ($) | $108,089,000 | 469 |
| Non-managed Assets ($) | $530,440,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,355,000 | 191 |
| 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 | $369,000 | 330 |
| Number of Managed Accounts | $213,000 | 331 |
| Number of Non-Managed Accounts | $156,000 | 166 |
| Total fiduciary and related assets | $695,464,000 | 200 |
| Managed Assets ($) | $111,938,000 | 348 |
| Non-managed Assets ($) | $583,526,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,179,000 | 192 |
| 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 | $371,000 | 329 |
| Number of Managed Accounts | $214,000 | 326 |
| Number of Non-Managed Accounts | $157,000 | 167 |
| Total fiduciary and related assets | $649,380,000 | 199 |
| Managed Assets ($) | $114,229,000 | 341 |
| Non-managed Assets ($) | $535,151,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,099,000 | 193 |
| 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 | $362,000 | 329 |
| Number of Managed Accounts | $214,000 | 324 |
| Number of Non-Managed Accounts | $148,000 | 172 |
| Total fiduciary and related assets | $649,363,000 | 200 |
| Managed Assets ($) | $117,533,000 | 342 |
| Non-managed Assets ($) | $531,830,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,053,000 | 192 |
| 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 | $345,000 | 443 |
| Number of Managed Accounts | $216,000 | 459 |
| Number of Non-Managed Accounts | $129,000 | 272 |
| Total fiduciary and related assets | $598,404,000 | 206 |
| Managed Assets ($) | $114,026,000 | 442 |
| Non-managed Assets ($) | $484,378,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $341,000 | 335 |
| Number of Managed Accounts | $216,000 | 327 |
| Number of Non-Managed Accounts | $125,000 | 187 |
| Total fiduciary and related assets | $539,629,000 | 216 |
| Managed Assets ($) | $103,291,000 | 338 |
| Non-managed Assets ($) | $436,338,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $340,000 | 340 |
| Number of Managed Accounts | $213,000 | 331 |
| Number of Non-Managed Accounts | $127,000 | 191 |
| Total fiduciary and related assets | $612,745,000 | 208 |
| Managed Assets ($) | $106,339,000 | 342 |
| Non-managed Assets ($) | $506,406,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $346,000 | 345 |
| Number of Managed Accounts | $218,000 | 334 |
| Number of Non-Managed Accounts | $128,000 | 192 |
| Total fiduciary and related assets | $685,076,000 | 196 |
| Managed Assets ($) | $106,270,000 | 345 |
| Non-managed Assets ($) | $578,806,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $340,000 | 472 |
| Number of Managed Accounts | $216,000 | 471 |
| Number of Non-Managed Accounts | $124,000 | 292 |
| Total fiduciary and related assets | $623,986,000 | 208 |
| Managed Assets ($) | $104,897,000 | 466 |
| Non-managed Assets ($) | $519,089,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $335,000 | 333 |
| Number of Managed Accounts | $212,000 | 318 |
| Number of Non-Managed Accounts | $123,000 | 198 |
| Total fiduciary and related assets | $600,445,000 | 207 |
| Managed Assets ($) | $98,298,000 | 335 |
| Non-managed Assets ($) | $502,147,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $336,000 | 332 |
| Number of Managed Accounts | $209,000 | 320 |
| Number of Non-Managed Accounts | $127,000 | 195 |
| Total fiduciary and related assets | $545,297,000 | 211 |
| Managed Assets ($) | $83,404,000 | 342 |
| Non-managed Assets ($) | $461,893,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $227,000 | 360 |
| Number of Managed Accounts | $204,000 | 327 |
| Number of Non-Managed Accounts | $23,000 | 319 |
| Total fiduciary and related assets | $97,990,000 | 377 |
| Managed Assets ($) | $85,691,000 | 343 |
| Non-managed Assets ($) | $12,299,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $208,000 | 623 |
| Number of Managed Accounts | $185,000 | 520 |
| Number of Non-Managed Accounts | $23,000 | 734 |
| Total fiduciary and related assets | $98,429,000 | 562 |
| Managed Assets ($) | $86,955,000 | 503 |
| Non-managed Assets ($) | $11,474,000 | 594 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $218,000 | 354 |
| Number of Managed Accounts | $195,000 | 320 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $93,749,000 | 366 |
| Managed Assets ($) | $83,917,000 | 336 |
| Non-managed Assets ($) | $9,832,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $232,000 | 360 |
| Number of Managed Accounts | $209,000 | 319 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $94,726,000 | 372 |
| Managed Assets ($) | $86,625,000 | 340 |
| Non-managed Assets ($) | $8,101,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $227,000 | 361 |
| Number of Managed Accounts | $207,000 | 323 |
| Number of Non-Managed Accounts | $20,000 | 318 |
| Total fiduciary and related assets | $87,164,000 | 374 |
| Managed Assets ($) | $81,780,000 | 343 |
| Non-managed Assets ($) | $5,384,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $237,000 | 599 |
| Number of Managed Accounts | $215,000 | 498 |
| Number of Non-Managed Accounts | $22,000 | 742 |
| Total fiduciary and related assets | $89,043,000 | 577 |
| Managed Assets ($) | $82,900,000 | 506 |
| Non-managed Assets ($) | $6,143,000 | 689 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $240,000 | 380 |
| Number of Managed Accounts | $218,000 | 343 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $102,175,000 | 394 |
| Managed Assets ($) | $94,762,000 | 365 |
| Non-managed Assets ($) | $7,413,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $245,000 | 384 |
| Number of Managed Accounts | $223,000 | 345 |
| Number of Non-Managed Accounts | $22,000 | 334 |
| Total fiduciary and related assets | $108,567,000 | 400 |
| Managed Assets ($) | $99,354,000 | 371 |
| Non-managed Assets ($) | $9,213,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $225,000 | 392 |
| Number of Managed Accounts | $210,000 | 350 |
| Number of Non-Managed Accounts | $15,000 | 364 |
| Total fiduciary and related assets | $81,172,000 | 416 |
| Managed Assets ($) | $74,894,000 | 383 |
| Non-managed Assets ($) | $6,278,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $220,000 | 640 |
| Number of Managed Accounts | $207,000 | 511 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $83,339,000 | 657 |
| Managed Assets ($) | $77,378,000 | 577 |
| Non-managed Assets ($) | $5,961,000 | 731 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $225,000 | 372 |
| Number of Managed Accounts | $212,000 | 336 |
| Number of Non-Managed Accounts | $13,000 | 359 |
| Total fiduciary and related assets | $93,342,000 | 395 |
| Managed Assets ($) | $88,441,000 | 367 |
| Non-managed Assets ($) | $4,901,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $214,000 | 379 |
| Number of Managed Accounts | $202,000 | 342 |
| Number of Non-Managed Accounts | $12,000 | 372 |
| Total fiduciary and related assets | $89,314,000 | 403 |
| Managed Assets ($) | $84,391,000 | 373 |
| Non-managed Assets ($) | $4,923,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $213,000 | 384 |
| Number of Managed Accounts | $201,000 | 344 |
| Number of Non-Managed Accounts | $12,000 | 370 |
| Total fiduciary and related assets | $90,869,000 | 406 |
| Managed Assets ($) | $86,103,000 | 376 |
| Non-managed Assets ($) | $4,766,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $212,000 | 645 |
| Number of Managed Accounts | $200,000 | 517 |
| Number of Non-Managed Accounts | $12,000 | 901 |
| Total fiduciary and related assets | $92,949,000 | 620 |
| Managed Assets ($) | $88,229,000 | 538 |
| Non-managed Assets ($) | $4,720,000 | 782 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $202,000 | 369 |
| Number of Managed Accounts | $191,000 | 336 |
| Number of Non-Managed Accounts | $11,000 | 362 |
| Total fiduciary and related assets | $76,706,000 | 392 |
| Managed Assets ($) | $73,351,000 | 362 |
| Non-managed Assets ($) | $3,355,000 | 376 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $190,000 | 379 |
| Number of Managed Accounts | $179,000 | 347 |
| Number of Non-Managed Accounts | $11,000 | 368 |
| Total fiduciary and related assets | $75,662,000 | 397 |
| Managed Assets ($) | $72,317,000 | 364 |
| Non-managed Assets ($) | $3,345,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $180,000 | 387 |
| Number of Managed Accounts | $169,000 | 355 |
| Number of Non-Managed Accounts | $11,000 | 375 |
| Total fiduciary and related assets | $76,252,000 | 402 |
| Managed Assets ($) | $72,959,000 | 371 |
| Non-managed Assets ($) | $3,293,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $173,000 | 727 |
| Number of Managed Accounts | $162,000 | 604 |
| Number of Non-Managed Accounts | $11,000 | 969 |
| Total fiduciary and related assets | $75,251,000 | 672 |
| Managed Assets ($) | $71,963,000 | 589 |
| Non-managed Assets ($) | $3,288,000 | 861 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $172,000 | 378 |
| Number of Managed Accounts | $165,000 | 350 |
| Number of Non-Managed Accounts | $7,000 | 378 |
| Total fiduciary and related assets | $75,035,000 | 393 |
| Managed Assets ($) | $72,629,000 | 359 |
| Non-managed Assets ($) | $2,406,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $168,000 | 398 |
| Number of Managed Accounts | $161,000 | 366 |
| Number of Non-Managed Accounts | $7,000 | 395 |
| Total fiduciary and related assets | $70,657,000 | 413 |
| Managed Assets ($) | $68,278,000 | 374 |
| Non-managed Assets ($) | $2,379,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $165,000 | 400 |
| Number of Managed Accounts | $158,000 | 367 |
| Number of Non-Managed Accounts | $7,000 | 397 |
| Total fiduciary and related assets | $68,498,000 | 417 |
| Managed Assets ($) | $66,301,000 | 377 |
| Non-managed Assets ($) | $2,197,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $149,000 | 795 |
| Number of Managed Accounts | $145,000 | 644 |
| Number of Non-Managed Accounts | $4,000 | 1,139 |
| Total fiduciary and related assets | $63,943,000 | 722 |
| Managed Assets ($) | $62,300,000 | 605 |
| Non-managed Assets ($) | $1,643,000 | 971 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $142,000 | 398 |
| Number of Managed Accounts | $138,000 | 358 |
| Number of Non-Managed Accounts | $4,000 | 398 |
| Total fiduciary and related assets | $61,564,000 | 406 |
| Managed Assets ($) | $59,937,000 | 368 |
| Non-managed Assets ($) | $1,627,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $135,000 | 404 |
| Number of Managed Accounts | $133,000 | 362 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $58,638,000 | 411 |
| Managed Assets ($) | $58,043,000 | 369 |
| Non-managed Assets ($) | $595,000 | 413 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $135,000 | 410 |
| Number of Managed Accounts | $133,000 | 368 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $55,706,000 | 421 |
| Managed Assets ($) | $55,067,000 | 382 |
| Non-managed Assets ($) | $639,000 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $128,000 | 862 |
| Number of Managed Accounts | $126,000 | 689 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $52,162,000 | 763 |
| Managed Assets ($) | $51,536,000 | 649 |
| Non-managed Assets ($) | $626,000 | 1,157 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $127,000 | 420 |
| Number of Managed Accounts | $125,000 | 378 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $50,812,000 | 426 |
| Managed Assets ($) | $50,181,000 | 386 |
| Non-managed Assets ($) | $631,000 | 428 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $125,000 | 424 |
| Number of Managed Accounts | $123,000 | 381 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $49,992,000 | 424 |
| Managed Assets ($) | $49,343,000 | 387 |
| Non-managed Assets ($) | $649,000 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $113,000 | 438 |
| Number of Managed Accounts | $112,000 | 393 |
| Number of Non-Managed Accounts | $1,000 | 449 |
| Total fiduciary and related assets | $46,994,000 | 435 |
| Managed Assets ($) | $46,824,000 | 400 |
| Non-managed Assets ($) | $170,000 | 450 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $111,000 | 927 |
| Number of Managed Accounts | $109,000 | 756 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $43,838,000 | 812 |
| Managed Assets ($) | $43,646,000 | 691 |
| Non-managed Assets ($) | $192,000 | 1,313 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |