Home > Heartland Bank and Trust Company > Fiduciary and Related Services
Heartland Bank and Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,747,000 | 110 |
| Number of Managed Accounts | $2,277,000 | 98 |
| Number of Non-Managed Accounts | $470,000 | 93 |
| Total fiduciary and related assets | $2,151,493,000 | 174 |
| Managed Assets ($) | $2,006,896,000 | 135 |
| Non-managed Assets ($) | $144,597,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,604,000 | 180 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,756,000 | 105 |
| Number of Managed Accounts | $2,223,000 | 97 |
| Number of Non-Managed Accounts | $533,000 | 81 |
| Total fiduciary and related assets | $2,146,753,000 | 169 |
| Managed Assets ($) | $1,927,962,000 | 137 |
| Non-managed Assets ($) | $218,791,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,802,000 | 187 |
| 2023-03-31 | 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 | $2,670,000 | 111 |
| Number of Managed Accounts | $2,151,000 | 107 |
| Number of Non-Managed Accounts | $519,000 | 84 |
| Total fiduciary and related assets | $2,115,017,000 | 176 |
| Managed Assets ($) | $1,888,059,000 | 142 |
| Non-managed Assets ($) | $226,958,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,292,000 | 182 |
| 2022-12-31 | 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 | $2,330,000 | 127 |
| Number of Managed Accounts | $1,858,000 | 122 |
| Number of Non-Managed Accounts | $472,000 | 91 |
| Total fiduciary and related assets | $1,878,780,000 | 183 |
| Managed Assets ($) | $1,694,328,000 | 151 |
| Non-managed Assets ($) | $184,452,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,857,000 | 191 |
| 2022-09-30 | 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 | $2,327,000 | 124 |
| Number of Managed Accounts | $1,810,000 | 125 |
| Number of Non-Managed Accounts | $517,000 | 84 |
| Total fiduciary and related assets | $1,775,025,000 | 183 |
| Managed Assets ($) | $1,566,924,000 | 153 |
| Non-managed Assets ($) | $208,101,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,449,000 | 197 |
| 2022-06-30 | 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 | $2,270,000 | 112 |
| Number of Managed Accounts | $1,754,000 | 119 |
| Number of Non-Managed Accounts | $516,000 | 75 |
| Total fiduciary and related assets | $1,761,031,000 | 153 |
| Managed Assets ($) | $1,550,161,000 | 132 |
| Non-managed Assets ($) | $210,870,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,458,000 | 163 |
| 2022-03-31 | 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 | $2,327,000 | 110 |
| Number of Managed Accounts | $1,815,000 | 115 |
| Number of Non-Managed Accounts | $512,000 | 73 |
| Total fiduciary and related assets | $1,821,537,000 | 165 |
| Managed Assets ($) | $1,588,784,000 | 141 |
| Non-managed Assets ($) | $232,753,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,221,000 | 164 |
| 2021-12-31 | 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 | $2,340,000 | 112 |
| Number of Managed Accounts | $1,827,000 | 115 |
| Number of Non-Managed Accounts | $513,000 | 78 |
| Total fiduciary and related assets | $1,825,591,000 | 169 |
| Managed Assets ($) | $1,591,011,000 | 144 |
| Non-managed Assets ($) | $234,580,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,077,000 | 181 |
| 2021-09-30 | 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 | $2,353,000 | 110 |
| Number of Managed Accounts | $1,808,000 | 117 |
| Number of Non-Managed Accounts | $545,000 | 72 |
| Total fiduciary and related assets | $1,716,460,000 | 171 |
| Managed Assets ($) | $1,459,894,000 | 150 |
| Non-managed Assets ($) | $256,566,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,787,000 | 187 |
| 2021-06-30 | 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 | $2,342,000 | 109 |
| Number of Managed Accounts | $1,796,000 | 119 |
| Number of Non-Managed Accounts | $546,000 | 74 |
| Total fiduciary and related assets | $1,721,551,000 | 170 |
| Managed Assets ($) | $1,471,974,000 | 151 |
| Non-managed Assets ($) | $249,577,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,825,000 | 185 |
| 2021-03-31 | 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 | $2,349,000 | 111 |
| Number of Managed Accounts | $1,794,000 | 117 |
| Number of Non-Managed Accounts | $555,000 | 75 |
| Total fiduciary and related assets | $1,670,436,000 | 171 |
| Managed Assets ($) | $1,435,711,000 | 148 |
| Non-managed Assets ($) | $234,725,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,896,000 | 185 |
| 2020-12-31 | 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 | $2,322,000 | 113 |
| Number of Managed Accounts | $1,763,000 | 118 |
| Number of Non-Managed Accounts | $559,000 | 82 |
| Total fiduciary and related assets | $1,639,051,000 | 171 |
| Managed Assets ($) | $1,414,144,000 | 148 |
| Non-managed Assets ($) | $224,907,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,968,000 | 181 |
| 2020-09-30 | 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 | $2,246,000 | 116 |
| Number of Managed Accounts | $1,664,000 | 126 |
| Number of Non-Managed Accounts | $582,000 | 74 |
| Total fiduciary and related assets | $1,457,229,000 | 170 |
| Managed Assets ($) | $1,279,357,000 | 147 |
| Non-managed Assets ($) | $177,872,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,483,000 | 199 |
| 2020-06-30 | 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 | $1,933,000 | 133 |
| Number of Managed Accounts | $1,354,000 | 146 |
| Number of Non-Managed Accounts | $579,000 | 76 |
| Total fiduciary and related assets | $1,415,230,000 | 173 |
| Managed Assets ($) | $1,246,775,000 | 150 |
| Non-managed Assets ($) | $168,455,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,988,000 | 196 |
| 2020-03-31 | 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 | $2,222,000 | 117 |
| Number of Managed Accounts | $1,635,000 | 128 |
| Number of Non-Managed Accounts | $587,000 | 72 |
| Total fiduciary and related assets | $1,353,421,000 | 168 |
| Managed Assets ($) | $1,198,957,000 | 146 |
| Non-managed Assets ($) | $154,464,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,662,000 | 184 |
| 2019-12-31 | 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 | $2,223,000 | 120 |
| Number of Managed Accounts | $1,630,000 | 131 |
| Number of Non-Managed Accounts | $593,000 | 81 |
| Total fiduciary and related assets | $1,436,692,000 | 174 |
| Managed Assets ($) | $1,258,635,000 | 154 |
| Non-managed Assets ($) | $178,057,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,119,000 | 193 |
| 2019-09-30 | 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 | $2,241,000 | 115 |
| Number of Managed Accounts | $1,584,000 | 132 |
| Number of Non-Managed Accounts | $657,000 | 74 |
| Total fiduciary and related assets | $1,402,140,000 | 175 |
| Managed Assets ($) | $1,188,555,000 | 157 |
| Non-managed Assets ($) | $213,585,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,364,000 | 202 |
| 2019-06-30 | 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 | $2,210,000 | 117 |
| Number of Managed Accounts | $1,566,000 | 134 |
| Number of Non-Managed Accounts | $644,000 | 78 |
| Total fiduciary and related assets | $1,373,696,000 | 173 |
| Managed Assets ($) | $1,167,430,000 | 155 |
| Non-managed Assets ($) | $206,266,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,884,000 | 204 |
| 2019-03-31 | 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 | $2,178,000 | 118 |
| Number of Managed Accounts | $1,542,000 | 134 |
| Number of Non-Managed Accounts | $636,000 | 78 |
| Total fiduciary and related assets | $1,356,538,000 | 173 |
| Managed Assets ($) | $1,150,037,000 | 153 |
| Non-managed Assets ($) | $206,501,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,000 | 193 |
| 2018-12-31 | 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 | $2,159,000 | 119 |
| Number of Managed Accounts | $1,506,000 | 130 |
| Number of Non-Managed Accounts | $653,000 | 86 |
| Total fiduciary and related assets | $1,293,427,000 | 170 |
| Managed Assets ($) | $1,083,405,000 | 151 |
| Non-managed Assets ($) | $210,022,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,968,000 | 196 |
| 2018-09-30 | 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 | $2,232,000 | 114 |
| Number of Managed Accounts | $1,517,000 | 128 |
| Number of Non-Managed Accounts | $715,000 | 74 |
| Total fiduciary and related assets | $1,442,713,000 | 167 |
| Managed Assets ($) | $1,121,467,000 | 153 |
| Non-managed Assets ($) | $321,246,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,232,000 | 200 |
| 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 | $2,159,000 | 114 |
| Number of Managed Accounts | $1,462,000 | 132 |
| Number of Non-Managed Accounts | $697,000 | 75 |
| Total fiduciary and related assets | $1,322,235,000 | 173 |
| Managed Assets ($) | $1,072,738,000 | 153 |
| Non-managed Assets ($) | $249,497,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,901,000 | 198 |
| 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 | $2,136,000 | 118 |
| Number of Managed Accounts | $1,438,000 | 137 |
| Number of Non-Managed Accounts | $698,000 | 76 |
| Total fiduciary and related assets | $1,324,783,000 | 172 |
| Managed Assets ($) | $1,074,277,000 | 151 |
| Non-managed Assets ($) | $250,506,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,569,000 | 190 |
| 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 | $2,065,000 | 121 |
| Number of Managed Accounts | $1,322,000 | 147 |
| Number of Non-Managed Accounts | $743,000 | 83 |
| Total fiduciary and related assets | $1,307,433,000 | 172 |
| Managed Assets ($) | $1,048,277,000 | 155 |
| Non-managed Assets ($) | $259,156,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,233,000 | 203 |
| 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 | $1,979,000 | 127 |
| Number of Managed Accounts | $1,247,000 | 151 |
| Number of Non-Managed Accounts | $732,000 | 75 |
| Total fiduciary and related assets | $1,375,132,000 | 165 |
| Managed Assets ($) | $1,053,628,000 | 148 |
| Non-managed Assets ($) | $321,504,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,769,000 | 208 |
| 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 | $1,944,000 | 126 |
| Number of Managed Accounts | $1,221,000 | 151 |
| Number of Non-Managed Accounts | $723,000 | 73 |
| Total fiduciary and related assets | $1,228,180,000 | 170 |
| Managed Assets ($) | $976,295,000 | 152 |
| Non-managed Assets ($) | $251,885,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,481,000 | 208 |
| 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 | $1,938,000 | 124 |
| Number of Managed Accounts | $1,216,000 | 150 |
| Number of Non-Managed Accounts | $722,000 | 72 |
| Total fiduciary and related assets | $1,207,994,000 | 167 |
| Managed Assets ($) | $954,218,000 | 153 |
| Non-managed Assets ($) | $253,776,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,276,000 | 203 |
| 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 | $1,923,000 | 126 |
| Number of Managed Accounts | $1,192,000 | 151 |
| Number of Non-Managed Accounts | $731,000 | 79 |
| Total fiduciary and related assets | $1,157,557,000 | 170 |
| Managed Assets ($) | $921,375,000 | 153 |
| Non-managed Assets ($) | $236,182,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,055,000 | 194 |
| 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 | $1,977,000 | 118 |
| Number of Managed Accounts | $907,000 | 183 |
| Number of Non-Managed Accounts | $1,070,000 | 60 |
| Total fiduciary and related assets | $1,203,888,000 | 165 |
| Managed Assets ($) | $950,523,000 | 150 |
| Non-managed Assets ($) | $253,365,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,310,000 | 215 |
| 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 | $2,038,000 | 113 |
| Number of Managed Accounts | $893,000 | 188 |
| Number of Non-Managed Accounts | $1,145,000 | 59 |
| Total fiduciary and related assets | $1,260,249,000 | 161 |
| Managed Assets ($) | $955,980,000 | 148 |
| Non-managed Assets ($) | $304,269,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,240,000 | 213 |
| 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 | $1,968,000 | 121 |
| Number of Managed Accounts | $879,000 | 192 |
| Number of Non-Managed Accounts | $1,089,000 | 61 |
| Total fiduciary and related assets | $1,638,156,000 | 134 |
| Managed Assets ($) | $1,428,534,000 | 117 |
| Non-managed Assets ($) | $209,622,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,108,000 | 216 |
| 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 | $1,673,000 | 140 |
| Number of Managed Accounts | $841,000 | 198 |
| Number of Non-Managed Accounts | $832,000 | 72 |
| Total fiduciary and related assets | $1,097,393,000 | 177 |
| Managed Assets ($) | $898,949,000 | 154 |
| Non-managed Assets ($) | $198,444,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,001,000 | 201 |
| 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 | $1,871,000 | 125 |
| Number of Managed Accounts | $831,000 | 195 |
| Number of Non-Managed Accounts | $1,040,000 | 62 |
| Total fiduciary and related assets | $1,127,277,000 | 170 |
| Managed Assets ($) | $918,366,000 | 148 |
| Non-managed Assets ($) | $208,911,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,585,000 | 207 |
| 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 | $1,851,000 | 129 |
| Number of Managed Accounts | $821,000 | 203 |
| Number of Non-Managed Accounts | $1,030,000 | 61 |
| Total fiduciary and related assets | $1,131,351,000 | 174 |
| Managed Assets ($) | $939,999,000 | 153 |
| Non-managed Assets ($) | $191,352,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,565,000 | 198 |
| 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 | $1,839,000 | 128 |
| Number of Managed Accounts | $788,000 | 206 |
| Number of Non-Managed Accounts | $1,051,000 | 62 |
| Total fiduciary and related assets | $1,144,988,000 | 174 |
| Managed Assets ($) | $942,132,000 | 150 |
| Non-managed Assets ($) | $202,856,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 182 |
| 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 | $1,846,000 | 128 |
| Number of Managed Accounts | $771,000 | 210 |
| Number of Non-Managed Accounts | $1,075,000 | 67 |
| Total fiduciary and related assets | $1,141,873,000 | 171 |
| Managed Assets ($) | $933,731,000 | 151 |
| Non-managed Assets ($) | $208,142,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,306,000 | 216 |
| 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 | $1,817,000 | 124 |
| Number of Managed Accounts | $747,000 | 212 |
| Number of Non-Managed Accounts | $1,070,000 | 63 |
| Total fiduciary and related assets | $1,102,107,000 | 171 |
| Managed Assets ($) | $898,513,000 | 150 |
| Non-managed Assets ($) | $203,594,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,979,000 | 229 |
| 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 | $1,779,000 | 122 |
| Number of Managed Accounts | $722,000 | 218 |
| Number of Non-Managed Accounts | $1,057,000 | 63 |
| Total fiduciary and related assets | $1,076,430,000 | 172 |
| Managed Assets ($) | $886,978,000 | 150 |
| Non-managed Assets ($) | $189,452,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,029,000 | 222 |
| 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 | $1,738,000 | 126 |
| Number of Managed Accounts | $677,000 | 227 |
| Number of Non-Managed Accounts | $1,061,000 | 68 |
| Total fiduciary and related assets | $1,068,974,000 | 168 |
| Managed Assets ($) | $874,713,000 | 148 |
| Non-managed Assets ($) | $194,261,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,065,000 | 217 |
| 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 | $1,717,000 | 133 |
| Number of Managed Accounts | $652,000 | 240 |
| Number of Non-Managed Accounts | $1,065,000 | 69 |
| Total fiduciary and related assets | $1,058,375,000 | 166 |
| Managed Assets ($) | $858,911,000 | 148 |
| Non-managed Assets ($) | $199,464,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,197,000 | 205 |
| 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 | $1,767,000 | 125 |
| Number of Managed Accounts | $654,000 | 226 |
| Number of Non-Managed Accounts | $1,113,000 | 60 |
| Total fiduciary and related assets | $995,630,000 | 168 |
| Managed Assets ($) | $787,061,000 | 151 |
| Non-managed Assets ($) | $208,569,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,825,000 | 223 |
| 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 | $1,757,000 | 127 |
| Number of Managed Accounts | $655,000 | 223 |
| Number of Non-Managed Accounts | $1,102,000 | 61 |
| Total fiduciary and related assets | $977,923,000 | 162 |
| Managed Assets ($) | $790,366,000 | 149 |
| Non-managed Assets ($) | $187,557,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,591,000 | 246 |
| 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 | $1,785,000 | 126 |
| Number of Managed Accounts | $671,000 | 221 |
| Number of Non-Managed Accounts | $1,114,000 | 64 |
| Total fiduciary and related assets | $978,654,000 | 166 |
| Managed Assets ($) | $790,881,000 | 151 |
| Non-managed Assets ($) | $187,773,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 239 |
| 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 | $1,777,000 | 132 |
| Number of Managed Accounts | $688,000 | 222 |
| Number of Non-Managed Accounts | $1,089,000 | 68 |
| Total fiduciary and related assets | $958,378,000 | 162 |
| Managed Assets ($) | $776,457,000 | 147 |
| Non-managed Assets ($) | $181,921,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,256,000 | 228 |
| 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 | $1,412,000 | 151 |
| Number of Managed Accounts | $378,000 | 290 |
| Number of Non-Managed Accounts | $1,034,000 | 63 |
| Total fiduciary and related assets | $826,351,000 | 181 |
| Managed Assets ($) | $600,532,000 | 171 |
| Non-managed Assets ($) | $225,819,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,427,000 | 317 |
| 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 | $1,200,000 | 168 |
| Number of Managed Accounts | $317,000 | 302 |
| Number of Non-Managed Accounts | $883,000 | 69 |
| Total fiduciary and related assets | $686,576,000 | 194 |
| Managed Assets ($) | $517,924,000 | 178 |
| Non-managed Assets ($) | $168,652,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 309 |
| 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 | $1,210,000 | 169 |
| Number of Managed Accounts | $319,000 | 300 |
| Number of Non-Managed Accounts | $891,000 | 68 |
| Total fiduciary and related assets | $702,421,000 | 193 |
| Managed Assets ($) | $527,608,000 | 176 |
| Non-managed Assets ($) | $174,813,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 297 |
| 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 | $1,205,000 | 174 |
| Number of Managed Accounts | $330,000 | 364 |
| Number of Non-Managed Accounts | $875,000 | 76 |
| Total fiduciary and related assets | $692,452,000 | 190 |
| Managed Assets ($) | $518,061,000 | 174 |
| Non-managed Assets ($) | $174,391,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,422,000 | 238 |
| 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 | $1,247,000 | 163 |
| Number of Managed Accounts | $329,000 | 300 |
| Number of Non-Managed Accounts | $918,000 | 66 |
| Total fiduciary and related assets | $655,202,000 | 192 |
| Managed Assets ($) | $404,116,000 | 216 |
| Non-managed Assets ($) | $251,086,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,220,000 | 302 |
| 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 | $1,270,000 | 165 |
| Number of Managed Accounts | $328,000 | 301 |
| Number of Non-Managed Accounts | $942,000 | 65 |
| Total fiduciary and related assets | $656,438,000 | 199 |
| Managed Assets ($) | $408,220,000 | 221 |
| Non-managed Assets ($) | $248,218,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 309 |
| 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 | $1,264,000 | 162 |
| Number of Managed Accounts | $320,000 | 309 |
| Number of Non-Managed Accounts | $944,000 | 68 |
| Total fiduciary and related assets | $624,941,000 | 208 |
| Managed Assets ($) | $377,419,000 | 228 |
| Non-managed Assets ($) | $247,522,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 334 |
| 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 | $1,249,000 | 174 |
| Number of Managed Accounts | $329,000 | 378 |
| Number of Non-Managed Accounts | $920,000 | 80 |
| Total fiduciary and related assets | $635,390,000 | 203 |
| Managed Assets ($) | $373,462,000 | 230 |
| Non-managed Assets ($) | $261,928,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 256 |
| 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 | $1,259,000 | 163 |
| Number of Managed Accounts | $318,000 | 298 |
| Number of Non-Managed Accounts | $941,000 | 73 |
| Total fiduciary and related assets | $648,143,000 | 197 |
| Managed Assets ($) | $348,790,000 | 230 |
| Non-managed Assets ($) | $299,353,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $955,000 | 343 |
| 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 | $1,243,000 | 162 |
| Number of Managed Accounts | $316,000 | 299 |
| Number of Non-Managed Accounts | $927,000 | 73 |
| Total fiduciary and related assets | $633,516,000 | 192 |
| Managed Assets ($) | $348,396,000 | 222 |
| Non-managed Assets ($) | $285,120,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 358 |
| 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 | $1,220,000 | 166 |
| Number of Managed Accounts | $310,000 | 305 |
| Number of Non-Managed Accounts | $910,000 | 73 |
| Total fiduciary and related assets | $613,364,000 | 205 |
| Managed Assets ($) | $350,155,000 | 227 |
| Non-managed Assets ($) | $263,209,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 331 |
| 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 | $1,208,000 | 183 |
| Number of Managed Accounts | $299,000 | 390 |
| Number of Non-Managed Accounts | $909,000 | 85 |
| Total fiduciary and related assets | $679,644,000 | 194 |
| Managed Assets ($) | $346,314,000 | 229 |
| Non-managed Assets ($) | $333,330,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 256 |
| 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 | $1,329,000 | 154 |
| Number of Managed Accounts | $309,000 | 292 |
| Number of Non-Managed Accounts | $1,020,000 | 72 |
| Total fiduciary and related assets | $682,254,000 | 195 |
| Managed Assets ($) | $329,990,000 | 235 |
| Non-managed Assets ($) | $352,264,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 319 |
| 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 | $1,072,000 | 197 |
| Number of Managed Accounts | $298,000 | 303 |
| Number of Non-Managed Accounts | $774,000 | 81 |
| Total fiduciary and related assets | $641,141,000 | 196 |
| Managed Assets ($) | $325,259,000 | 234 |
| Non-managed Assets ($) | $315,882,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $678,000 | 323 |
| 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 | $1,052,000 | 201 |
| Number of Managed Accounts | $292,000 | 301 |
| Number of Non-Managed Accounts | $760,000 | 80 |
| Total fiduciary and related assets | $594,527,000 | 199 |
| Managed Assets ($) | $320,132,000 | 231 |
| Non-managed Assets ($) | $274,395,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,000 | 318 |
| 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 | $1,105,000 | 212 |
| Number of Managed Accounts | $276,000 | 416 |
| Number of Non-Managed Accounts | $829,000 | 94 |
| Total fiduciary and related assets | $532,899,000 | 219 |
| Managed Assets ($) | $291,797,000 | 245 |
| Non-managed Assets ($) | $241,102,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 302 |
| 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 | $1,125,000 | 196 |
| Number of Managed Accounts | $276,000 | 322 |
| Number of Non-Managed Accounts | $849,000 | 80 |
| Total fiduciary and related assets | $538,133,000 | 227 |
| Managed Assets ($) | $263,815,000 | 273 |
| Non-managed Assets ($) | $274,318,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $814,000 | 399 |
| 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 | $1,209,000 | 178 |
| Number of Managed Accounts | $274,000 | 328 |
| Number of Non-Managed Accounts | $935,000 | 79 |
| Total fiduciary and related assets | $529,041,000 | 242 |
| Managed Assets ($) | $263,340,000 | 283 |
| Non-managed Assets ($) | $265,701,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 421 |
| 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 | $1,260,000 | 174 |
| Number of Managed Accounts | $276,000 | 328 |
| Number of Non-Managed Accounts | $984,000 | 75 |
| Total fiduciary and related assets | $358,894,000 | 302 |
| Managed Assets ($) | $263,387,000 | 287 |
| Non-managed Assets ($) | $95,507,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 356 |
| 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 | $1,082,000 | 210 |
| Number of Managed Accounts | $276,000 | 414 |
| Number of Non-Managed Accounts | $806,000 | 93 |
| Total fiduciary and related assets | $533,245,000 | 249 |
| Managed Assets ($) | $260,795,000 | 298 |
| Non-managed Assets ($) | $272,450,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 338 |
| 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 | $1,160,000 | 182 |
| Number of Managed Accounts | $278,000 | 315 |
| Number of Non-Managed Accounts | $882,000 | 76 |
| Total fiduciary and related assets | $492,113,000 | 262 |
| Managed Assets ($) | $220,490,000 | 321 |
| Non-managed Assets ($) | $271,623,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 447 |
| 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 | $1,020,000 | 201 |
| Number of Managed Accounts | $279,000 | 321 |
| Number of Non-Managed Accounts | $741,000 | 84 |
| Total fiduciary and related assets | $481,119,000 | 275 |
| Managed Assets ($) | $220,135,000 | 327 |
| Non-managed Assets ($) | $260,984,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 459 |
| 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 | $1,126,000 | 184 |
| Number of Managed Accounts | $277,000 | 320 |
| Number of Non-Managed Accounts | $849,000 | 75 |
| Total fiduciary and related assets | $475,359,000 | 270 |
| Managed Assets ($) | $221,683,000 | 326 |
| Non-managed Assets ($) | $253,676,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $251,000 | 425 |
| 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 | $974,000 | 223 |
| Number of Managed Accounts | $279,000 | 413 |
| Number of Non-Managed Accounts | $695,000 | 103 |
| Total fiduciary and related assets | $467,919,000 | 272 |
| Managed Assets ($) | $221,853,000 | 332 |
| Non-managed Assets ($) | $246,066,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,253,000 | 347 |
| 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 | $871,000 | 235 |
| Number of Managed Accounts | $268,000 | 317 |
| Number of Non-Managed Accounts | $603,000 | 100 |
| Total fiduciary and related assets | $460,564,000 | 274 |
| Managed Assets ($) | $196,916,000 | 321 |
| Non-managed Assets ($) | $263,648,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $570,000 | 478 |
| 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 | $876,000 | 238 |
| Number of Managed Accounts | $276,000 | 319 |
| Number of Non-Managed Accounts | $600,000 | 98 |
| Total fiduciary and related assets | $456,333,000 | 273 |
| Managed Assets ($) | $196,219,000 | 327 |
| Non-managed Assets ($) | $260,114,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $399,000 | 473 |
| 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 | $961,000 | 216 |
| Number of Managed Accounts | $271,000 | 328 |
| Number of Non-Managed Accounts | $690,000 | 93 |
| Total fiduciary and related assets | $452,940,000 | 279 |
| Managed Assets ($) | $197,015,000 | 327 |
| Non-managed Assets ($) | $255,925,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $162,000 | 532 |
| 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 | $838,000 | 265 |
| Number of Managed Accounts | $272,000 | 438 |
| Number of Non-Managed Accounts | $566,000 | 119 |
| Total fiduciary and related assets | $440,480,000 | 280 |
| Managed Assets ($) | $195,103,000 | 349 |
| Non-managed Assets ($) | $245,377,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 363 |
| 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 | $917,000 | 220 |
| Number of Managed Accounts | $363,000 | 291 |
| Number of Non-Managed Accounts | $554,000 | 100 |
| Total fiduciary and related assets | $432,194,000 | 273 |
| Managed Assets ($) | $189,639,000 | 318 |
| Non-managed Assets ($) | $242,555,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 442 |
| 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 | $906,000 | 222 |
| Number of Managed Accounts | $360,000 | 299 |
| Number of Non-Managed Accounts | $546,000 | 106 |
| Total fiduciary and related assets | $440,196,000 | 265 |
| Managed Assets ($) | $187,109,000 | 327 |
| Non-managed Assets ($) | $253,087,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 417 |
| 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 | $789,000 | 247 |
| Number of Managed Accounts | $264,000 | 334 |
| Number of Non-Managed Accounts | $525,000 | 115 |
| Total fiduciary and related assets | $404,635,000 | 281 |
| Managed Assets ($) | $181,330,000 | 330 |
| Non-managed Assets ($) | $223,305,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $218,000 | 425 |
| 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 | $752,000 | 279 |
| Number of Managed Accounts | $261,000 | 444 |
| Number of Non-Managed Accounts | $491,000 | 144 |
| Total fiduciary and related assets | $327,318,000 | 314 |
| Managed Assets ($) | $182,934,000 | 351 |
| Non-managed Assets ($) | $144,384,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 377 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $488,000 | 480 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,000 | 489 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 422 |
| 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 | $703,000 | 308 |
| Number of Managed Accounts | $257,000 | 455 |
| Number of Non-Managed Accounts | $446,000 | 162 |
| Total fiduciary and related assets | $247,780,000 | 377 |
| Managed Assets ($) | $120,326,000 | 424 |
| Non-managed Assets ($) | $127,454,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $567,000 | 520 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $358,000 | 580 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 567 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $148,000 | 528 |
| 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 | $824,000 | 292 |
| Number of Managed Accounts | $236,000 | 503 |
| Number of Non-Managed Accounts | $588,000 | 138 |
| Total fiduciary and related assets | $164,163,000 | 446 |
| Managed Assets ($) | $67,298,000 | 568 |
| Non-managed Assets ($) | $96,865,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $420,000 | 636 |
| 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 | $727,000 | 300 |
| Number of Managed Accounts | $200,000 | 526 |
| Number of Non-Managed Accounts | $527,000 | 140 |
| Total fiduciary and related assets | $131,157,000 | 469 |
| Managed Assets ($) | $31,192,000 | 766 |
| Non-managed Assets ($) | $99,965,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,000 | 643 |
| 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 | $260,000 | 748 |
| 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 | $284,000 | 784 |
| 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 | $165,000 | 904 |
| 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 | $156,000 | 961 |
| 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 |