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December 2004
|
ABN AMRO Trust Services Company (ABN AMRO Holding NV)
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The Principal Financial Group
|
O
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|
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September 2004
|
Providence Group Investment Advisory Co.
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Mellon Financial Corporation
|
WM
|
|
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August 2004
|
HSBC Bank USA (assets of the personal trust business)
|
Alliance Bank N.A. (Alliance Financial Corporation)
|
TB
|
|
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June 2004
|
Janus Capital Group Inc. / Bay Isle Private Client Asset Management division
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First Republic Bank
|
WM
|
|
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June 2004
|
Lydian Trust Company (Lydian Wealth Management Company LLC)
|
Windermere Investment Associates Inc.
|
WM
|
|
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April 2004
|
Evergreen Timberland Investment Mgmt. (Wachovia Corporation)
|
Regions Financial Corporation (Regions Morgan Keegan Trust)
|
RE
|
|
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April 2004
|
Grant, Tani, Barash & Altman
|
Wilmington Trust Corporation
|
WM
|
|
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March 2004
|
W.S. Griffith Securities & Main Street Management Company (The Phoenix Companies)
|
LPL Financial Services
|
SEC
|
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