Home > Old Second National Bank > Fiduciary and Related Services
Old Second National Bank, 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 | $1,048,000 | 241 |
| Number of Managed Accounts | $996,000 | 207 |
| Number of Non-Managed Accounts | $52,000 | 374 |
| Total fiduciary and related assets | $1,016,582,000 | 249 |
| Managed Assets ($) | $834,217,000 | 236 |
| Non-managed Assets ($) | $182,365,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,734,000 | 225 |
| 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 | $1,005,000 | 229 |
| Number of Managed Accounts | $955,000 | 202 |
| Number of Non-Managed Accounts | $50,000 | 256 |
| Total fiduciary and related assets | $971,378,000 | 244 |
| Managed Assets ($) | $794,056,000 | 232 |
| Non-managed Assets ($) | $177,322,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,939,000 | 230 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,005,000 | 240 |
| Number of Managed Accounts | $943,000 | 210 |
| Number of Non-Managed Accounts | $62,000 | 260 |
| Total fiduciary and related assets | $1,007,694,000 | 239 |
| Managed Assets ($) | $800,050,000 | 236 |
| Non-managed Assets ($) | $207,644,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,273,000 | 225 |
| 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 | $1,005,000 | 233 |
| Number of Managed Accounts | $942,000 | 208 |
| Number of Non-Managed Accounts | $63,000 | 240 |
| Total fiduciary and related assets | $978,454,000 | 247 |
| Managed Assets ($) | $773,569,000 | 241 |
| Non-managed Assets ($) | $204,885,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,582,000 | 237 |
| 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 | $1,037,000 | 246 |
| Number of Managed Accounts | $964,000 | 212 |
| Number of Non-Managed Accounts | $73,000 | 308 |
| Total fiduciary and related assets | $964,952,000 | 250 |
| Managed Assets ($) | $759,456,000 | 244 |
| Non-managed Assets ($) | $205,496,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,066,000 | 228 |
| 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 | $1,032,000 | 236 |
| Number of Managed Accounts | $959,000 | 203 |
| Number of Non-Managed Accounts | $73,000 | 226 |
| Total fiduciary and related assets | $906,381,000 | 249 |
| Managed Assets ($) | $720,436,000 | 237 |
| Non-managed Assets ($) | $185,945,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,361,000 | 227 |
| 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 | $1,048,000 | 214 |
| Number of Managed Accounts | $970,000 | 188 |
| Number of Non-Managed Accounts | $78,000 | 213 |
| Total fiduciary and related assets | $973,848,000 | 210 |
| Managed Assets ($) | $768,068,000 | 198 |
| Non-managed Assets ($) | $205,780,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,703,000 | 195 |
| 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 | $1,049,000 | 209 |
| Number of Managed Accounts | $970,000 | 184 |
| Number of Non-Managed Accounts | $79,000 | 196 |
| Total fiduciary and related assets | $1,102,529,000 | 208 |
| Managed Assets ($) | $862,812,000 | 197 |
| Non-managed Assets ($) | $239,717,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,933,000 | 194 |
| 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 | $1,067,000 | 219 |
| Number of Managed Accounts | $984,000 | 190 |
| Number of Non-Managed Accounts | $83,000 | 269 |
| Total fiduciary and related assets | $1,137,799,000 | 211 |
| Managed Assets ($) | $889,166,000 | 198 |
| Non-managed Assets ($) | $248,633,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,348,000 | 195 |
| 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 | $1,068,000 | 211 |
| Number of Managed Accounts | $975,000 | 187 |
| Number of Non-Managed Accounts | $93,000 | 187 |
| Total fiduciary and related assets | $1,087,393,000 | 212 |
| Managed Assets ($) | $846,922,000 | 200 |
| Non-managed Assets ($) | $240,471,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,458,000 | 195 |
| 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 | $1,062,000 | 216 |
| Number of Managed Accounts | $975,000 | 191 |
| Number of Non-Managed Accounts | $87,000 | 204 |
| Total fiduciary and related assets | $1,103,363,000 | 208 |
| Managed Assets ($) | $857,112,000 | 197 |
| Non-managed Assets ($) | $246,251,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,581,000 | 196 |
| 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 | $1,124,000 | 201 |
| Number of Managed Accounts | $992,000 | 187 |
| Number of Non-Managed Accounts | $132,000 | 161 |
| Total fiduciary and related assets | $1,070,246,000 | 207 |
| Managed Assets ($) | $832,209,000 | 197 |
| Non-managed Assets ($) | $238,037,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 201 |
| 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 | $1,129,000 | 205 |
| Number of Managed Accounts | $998,000 | 187 |
| Number of Non-Managed Accounts | $131,000 | 210 |
| Total fiduciary and related assets | $1,018,450,000 | 213 |
| Managed Assets ($) | $789,707,000 | 203 |
| Non-managed Assets ($) | $228,743,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,410,000 | 196 |
| 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 | $1,147,000 | 193 |
| Number of Managed Accounts | $992,000 | 185 |
| Number of Non-Managed Accounts | $155,000 | 151 |
| Total fiduciary and related assets | $935,755,000 | 211 |
| Managed Assets ($) | $731,126,000 | 195 |
| Non-managed Assets ($) | $204,629,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,702,000 | 195 |
| 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 | $1,133,000 | 204 |
| Number of Managed Accounts | $978,000 | 192 |
| Number of Non-Managed Accounts | $155,000 | 159 |
| Total fiduciary and related assets | $914,250,000 | 213 |
| Managed Assets ($) | $716,940,000 | 196 |
| Non-managed Assets ($) | $197,310,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,196,000 | 188 |
| 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 | $1,133,000 | 197 |
| Number of Managed Accounts | $976,000 | 184 |
| Number of Non-Managed Accounts | $157,000 | 154 |
| Total fiduciary and related assets | $820,502,000 | 210 |
| Managed Assets ($) | $643,650,000 | 197 |
| Non-managed Assets ($) | $176,852,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,532,000 | 197 |
| 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 | $1,123,000 | 211 |
| Number of Managed Accounts | $964,000 | 192 |
| Number of Non-Managed Accounts | $159,000 | 197 |
| Total fiduciary and related assets | $964,749,000 | 207 |
| Managed Assets ($) | $747,074,000 | 197 |
| Non-managed Assets ($) | $217,675,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,656,000 | 181 |
| 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 | $1,107,000 | 197 |
| Number of Managed Accounts | $949,000 | 188 |
| Number of Non-Managed Accounts | $158,000 | 151 |
| Total fiduciary and related assets | $932,581,000 | 205 |
| Managed Assets ($) | $726,536,000 | 195 |
| Non-managed Assets ($) | $206,045,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,955,000 | 182 |
| 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 | $1,106,000 | 201 |
| Number of Managed Accounts | $949,000 | 192 |
| Number of Non-Managed Accounts | $157,000 | 158 |
| Total fiduciary and related assets | $938,514,000 | 203 |
| Managed Assets ($) | $730,902,000 | 196 |
| Non-managed Assets ($) | $207,612,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,225,000 | 184 |
| 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 | $1,113,000 | 199 |
| Number of Managed Accounts | $958,000 | 193 |
| Number of Non-Managed Accounts | $155,000 | 162 |
| Total fiduciary and related assets | $920,951,000 | 205 |
| Managed Assets ($) | $716,807,000 | 196 |
| Non-managed Assets ($) | $204,144,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 197 |
| 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 | $1,095,000 | 204 |
| Number of Managed Accounts | $938,000 | 193 |
| Number of Non-Managed Accounts | $157,000 | 203 |
| Total fiduciary and related assets | $858,357,000 | 205 |
| Managed Assets ($) | $670,571,000 | 193 |
| Non-managed Assets ($) | $187,786,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,417,000 | 187 |
| 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 | $1,109,000 | 197 |
| Number of Managed Accounts | $942,000 | 191 |
| Number of Non-Managed Accounts | $167,000 | 158 |
| Total fiduciary and related assets | $937,964,000 | 203 |
| Managed Assets ($) | $728,923,000 | 193 |
| Non-managed Assets ($) | $209,041,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,784,000 | 187 |
| 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 | $1,120,000 | 195 |
| Number of Managed Accounts | $953,000 | 189 |
| Number of Non-Managed Accounts | $167,000 | 161 |
| Total fiduciary and related assets | $905,054,000 | 206 |
| Managed Assets ($) | $703,691,000 | 195 |
| Non-managed Assets ($) | $201,363,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,140,000 | 190 |
| 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 | $1,120,000 | 199 |
| Number of Managed Accounts | $952,000 | 189 |
| Number of Non-Managed Accounts | $168,000 | 163 |
| Total fiduciary and related assets | $885,284,000 | 210 |
| Managed Assets ($) | $690,804,000 | 192 |
| Non-managed Assets ($) | $194,480,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 198 |
| 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 | $1,238,000 | 190 |
| Number of Managed Accounts | $1,070,000 | 169 |
| Number of Non-Managed Accounts | $168,000 | 202 |
| Total fiduciary and related assets | $883,854,000 | 210 |
| Managed Assets ($) | $686,806,000 | 196 |
| Non-managed Assets ($) | $197,048,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,203,000 | 185 |
| 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 | $1,443,000 | 166 |
| Number of Managed Accounts | $1,275,000 | 149 |
| Number of Non-Managed Accounts | $168,000 | 159 |
| Total fiduciary and related assets | $864,366,000 | 210 |
| Managed Assets ($) | $673,258,000 | 197 |
| Non-managed Assets ($) | $191,108,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,564,000 | 186 |
| 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 | $1,448,000 | 163 |
| Number of Managed Accounts | $1,285,000 | 145 |
| Number of Non-Managed Accounts | $163,000 | 164 |
| Total fiduciary and related assets | $836,774,000 | 209 |
| Managed Assets ($) | $653,898,000 | 195 |
| Non-managed Assets ($) | $182,876,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,096,000 | 183 |
| 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 | $1,448,000 | 162 |
| Number of Managed Accounts | $1,293,000 | 146 |
| Number of Non-Managed Accounts | $155,000 | 165 |
| Total fiduciary and related assets | $842,775,000 | 209 |
| Managed Assets ($) | $653,870,000 | 191 |
| Non-managed Assets ($) | $188,905,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 190 |
| 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 | $1,464,000 | 164 |
| Number of Managed Accounts | $1,299,000 | 145 |
| Number of Non-Managed Accounts | $165,000 | 204 |
| Total fiduciary and related assets | $822,711,000 | 209 |
| Managed Assets ($) | $643,531,000 | 193 |
| Non-managed Assets ($) | $179,180,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,670,000 | 184 |
| 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 | $1,464,000 | 160 |
| Number of Managed Accounts | $1,301,000 | 143 |
| Number of Non-Managed Accounts | $163,000 | 159 |
| Total fiduciary and related assets | $807,822,000 | 207 |
| Managed Assets ($) | $639,192,000 | 191 |
| Non-managed Assets ($) | $168,630,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,274,000 | 183 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,476,000 | 162 |
| Number of Managed Accounts | $1,316,000 | 142 |
| Number of Non-Managed Accounts | $160,000 | 165 |
| Total fiduciary and related assets | $800,817,000 | 209 |
| Managed Assets ($) | $640,298,000 | 191 |
| Non-managed Assets ($) | $160,519,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,872,000 | 184 |
| 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 | $1,495,000 | 158 |
| Number of Managed Accounts | $1,328,000 | 139 |
| Number of Non-Managed Accounts | $167,000 | 162 |
| Total fiduciary and related assets | $805,350,000 | 206 |
| Managed Assets ($) | $648,054,000 | 185 |
| Non-managed Assets ($) | $157,296,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 186 |
| 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 | $1,507,000 | 159 |
| Number of Managed Accounts | $1,328,000 | 139 |
| Number of Non-Managed Accounts | $179,000 | 204 |
| Total fiduciary and related assets | $799,040,000 | 209 |
| Managed Assets ($) | $639,037,000 | 188 |
| Non-managed Assets ($) | $160,003,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,953,000 | 179 |
| 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 | $1,498,000 | 154 |
| Number of Managed Accounts | $1,333,000 | 134 |
| Number of Non-Managed Accounts | $165,000 | 167 |
| Total fiduciary and related assets | $774,015,000 | 209 |
| Managed Assets ($) | $624,619,000 | 186 |
| Non-managed Assets ($) | $149,396,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,526,000 | 180 |
| 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 | $1,493,000 | 154 |
| Number of Managed Accounts | $1,328,000 | 137 |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Total fiduciary and related assets | $816,279,000 | 211 |
| Managed Assets ($) | $652,303,000 | 184 |
| Non-managed Assets ($) | $163,976,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,082,000 | 178 |
| 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 | $1,506,000 | 154 |
| Number of Managed Accounts | $1,340,000 | 131 |
| Number of Non-Managed Accounts | $166,000 | 165 |
| Total fiduciary and related assets | $838,504,000 | 207 |
| Managed Assets ($) | $675,634,000 | 181 |
| Non-managed Assets ($) | $162,870,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 184 |
| 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 | $1,491,000 | 156 |
| Number of Managed Accounts | $1,324,000 | 132 |
| Number of Non-Managed Accounts | $167,000 | 221 |
| Total fiduciary and related assets | $842,388,000 | 203 |
| Managed Assets ($) | $673,701,000 | 182 |
| Non-managed Assets ($) | $168,687,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,198,000 | 167 |
| 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 | $1,486,000 | 153 |
| Number of Managed Accounts | $1,321,000 | 132 |
| Number of Non-Managed Accounts | $165,000 | 160 |
| Total fiduciary and related assets | $829,091,000 | 204 |
| Managed Assets ($) | $664,610,000 | 179 |
| Non-managed Assets ($) | $164,481,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,619,000 | 167 |
| 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 | $1,474,000 | 152 |
| Number of Managed Accounts | $1,312,000 | 131 |
| Number of Non-Managed Accounts | $162,000 | 160 |
| Total fiduciary and related assets | $836,393,000 | 200 |
| Managed Assets ($) | $671,261,000 | 177 |
| Non-managed Assets ($) | $165,132,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 162 |
| 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 | $1,476,000 | 150 |
| Number of Managed Accounts | $1,315,000 | 132 |
| Number of Non-Managed Accounts | $161,000 | 164 |
| Total fiduciary and related assets | $819,002,000 | 199 |
| Managed Assets ($) | $659,511,000 | 174 |
| Non-managed Assets ($) | $159,491,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,459,000 | 176 |
| 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 | $1,488,000 | 154 |
| Number of Managed Accounts | $1,339,000 | 129 |
| Number of Non-Managed Accounts | $149,000 | 236 |
| Total fiduciary and related assets | $894,135,000 | 187 |
| Managed Assets ($) | $737,144,000 | 164 |
| Non-managed Assets ($) | $156,991,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,339,000 | 158 |
| 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 | $1,481,000 | 146 |
| Number of Managed Accounts | $1,322,000 | 120 |
| Number of Non-Managed Accounts | $159,000 | 165 |
| Total fiduciary and related assets | $880,709,000 | 181 |
| Managed Assets ($) | $728,051,000 | 159 |
| Non-managed Assets ($) | $152,658,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,666,000 | 156 |
| 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 | $1,494,000 | 143 |
| Number of Managed Accounts | $1,317,000 | 120 |
| Number of Non-Managed Accounts | $177,000 | 163 |
| Total fiduciary and related assets | $859,146,000 | 178 |
| Managed Assets ($) | $715,569,000 | 157 |
| Non-managed Assets ($) | $143,577,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,172,000 | 153 |
| 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 | $1,519,000 | 145 |
| Number of Managed Accounts | $1,341,000 | 119 |
| Number of Non-Managed Accounts | $178,000 | 165 |
| Total fiduciary and related assets | $834,070,000 | 184 |
| Managed Assets ($) | $695,401,000 | 163 |
| Non-managed Assets ($) | $138,669,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,491,000 | 157 |
| 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 | $1,543,000 | 148 |
| Number of Managed Accounts | $1,329,000 | 122 |
| Number of Non-Managed Accounts | $214,000 | 199 |
| Total fiduciary and related assets | $780,084,000 | 186 |
| Managed Assets ($) | $653,286,000 | 165 |
| Non-managed Assets ($) | $126,798,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,041,000 | 153 |
| 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 | $1,546,000 | 142 |
| Number of Managed Accounts | $1,442,000 | 109 |
| Number of Non-Managed Accounts | $104,000 | 201 |
| Total fiduciary and related assets | $785,726,000 | 185 |
| Managed Assets ($) | $749,658,000 | 151 |
| Non-managed Assets ($) | $36,068,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,603,000 | 153 |
| 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 | $1,543,000 | 140 |
| Number of Managed Accounts | $1,414,000 | 108 |
| Number of Non-Managed Accounts | $129,000 | 186 |
| Total fiduciary and related assets | $770,073,000 | 182 |
| Managed Assets ($) | $701,829,000 | 150 |
| Non-managed Assets ($) | $68,244,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,114,000 | 153 |
| 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 | $1,595,000 | 139 |
| Number of Managed Accounts | $1,452,000 | 107 |
| Number of Non-Managed Accounts | $143,000 | 177 |
| Total fiduciary and related assets | $785,528,000 | 181 |
| Managed Assets ($) | $713,618,000 | 150 |
| Non-managed Assets ($) | $71,910,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,651,000 | 144 |
| 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 | $1,619,000 | 142 |
| Number of Managed Accounts | $1,472,000 | 108 |
| Number of Non-Managed Accounts | $147,000 | 250 |
| Total fiduciary and related assets | $816,610,000 | 169 |
| Managed Assets ($) | $741,708,000 | 143 |
| Non-managed Assets ($) | $74,902,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,817,000 | 124 |
| 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 | $1,661,000 | 134 |
| Number of Managed Accounts | $1,515,000 | 108 |
| Number of Non-Managed Accounts | $146,000 | 173 |
| Total fiduciary and related assets | $798,845,000 | 167 |
| Managed Assets ($) | $730,499,000 | 139 |
| Non-managed Assets ($) | $68,346,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,156,000 | 126 |
| 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 | $1,689,000 | 132 |
| Number of Managed Accounts | $1,560,000 | 105 |
| Number of Non-Managed Accounts | $129,000 | 189 |
| Total fiduciary and related assets | $903,929,000 | 162 |
| Managed Assets ($) | $819,332,000 | 137 |
| Non-managed Assets ($) | $84,597,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,499,000 | 128 |
| 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 | $1,723,000 | 123 |
| Number of Managed Accounts | $1,572,000 | 96 |
| Number of Non-Managed Accounts | $151,000 | 183 |
| Total fiduciary and related assets | $917,289,000 | 162 |
| Managed Assets ($) | $827,491,000 | 137 |
| Non-managed Assets ($) | $89,798,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,784,000 | 121 |
| 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 | $1,733,000 | 124 |
| Number of Managed Accounts | $1,575,000 | 95 |
| Number of Non-Managed Accounts | $158,000 | 257 |
| Total fiduciary and related assets | $924,389,000 | 163 |
| Managed Assets ($) | $835,082,000 | 135 |
| Non-managed Assets ($) | $89,307,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,849,000 | 121 |
| 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 | $1,750,000 | 115 |
| Number of Managed Accounts | $1,592,000 | 93 |
| Number of Non-Managed Accounts | $158,000 | 178 |
| Total fiduciary and related assets | $923,138,000 | 158 |
| Managed Assets ($) | $842,663,000 | 132 |
| Non-managed Assets ($) | $80,475,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,255,000 | 116 |
| 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 | $1,754,000 | 116 |
| Number of Managed Accounts | $1,598,000 | 91 |
| Number of Non-Managed Accounts | $156,000 | 177 |
| Total fiduciary and related assets | $990,167,000 | 147 |
| Managed Assets ($) | $928,061,000 | 117 |
| Non-managed Assets ($) | $62,106,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,509,000 | 117 |
| 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 | $1,839,000 | 110 |
| Number of Managed Accounts | $1,705,000 | 87 |
| Number of Non-Managed Accounts | $134,000 | 191 |
| Total fiduciary and related assets | $1,043,834,000 | 148 |
| Managed Assets ($) | $963,354,000 | 117 |
| Non-managed Assets ($) | $80,480,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,657,000 | 121 |
| 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 | $1,905,000 | 117 |
| Number of Managed Accounts | $1,766,000 | 90 |
| Number of Non-Managed Accounts | $139,000 | 275 |
| Total fiduciary and related assets | $1,056,675,000 | 148 |
| Managed Assets ($) | $905,967,000 | 121 |
| Non-managed Assets ($) | $150,708,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,768,000 | 104 |
| 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 | $2,084,000 | 106 |
| Number of Managed Accounts | $1,946,000 | 85 |
| Number of Non-Managed Accounts | $138,000 | 185 |
| Total fiduciary and related assets | $1,005,948,000 | 153 |
| Managed Assets ($) | $943,048,000 | 116 |
| Non-managed Assets ($) | $62,900,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,801,000 | 103 |
| 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 | $2,071,000 | 106 |
| Number of Managed Accounts | $1,935,000 | 86 |
| Number of Non-Managed Accounts | $136,000 | 193 |
| Total fiduciary and related assets | $972,570,000 | 155 |
| Managed Assets ($) | $915,938,000 | 115 |
| Non-managed Assets ($) | $56,632,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,760,000 | 105 |
| 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 | $2,094,000 | 105 |
| Number of Managed Accounts | $1,958,000 | 85 |
| Number of Non-Managed Accounts | $136,000 | 191 |
| Total fiduciary and related assets | $937,495,000 | 156 |
| Managed Assets ($) | $880,807,000 | 115 |
| Non-managed Assets ($) | $56,688,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,904,000 | 103 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,044,000 | 119 |
| Number of Managed Accounts | $1,910,000 | 88 |
| Number of Non-Managed Accounts | $134,000 | 291 |
| Total fiduciary and related assets | $984,130,000 | 157 |
| Managed Assets ($) | $924,806,000 | 117 |
| Non-managed Assets ($) | $59,324,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,125,000 | 114 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,088,000 | 111 |
| Number of Managed Accounts | $1,958,000 | 86 |
| Number of Non-Managed Accounts | $130,000 | 205 |
| Total fiduciary and related assets | $1,089,008,000 | 156 |
| Managed Assets ($) | $1,021,599,000 | 114 |
| Non-managed Assets ($) | $67,409,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,372,000 | 113 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,036,000 | 117 |
| Number of Managed Accounts | $1,933,000 | 88 |
| Number of Non-Managed Accounts | $103,000 | 222 |
| Total fiduciary and related assets | $1,114,017,000 | 163 |
| Managed Assets ($) | $1,056,126,000 | 117 |
| Non-managed Assets ($) | $57,891,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,405,000 | 113 |
| 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 | $3,870,000 | 77 |
| Number of Managed Accounts | $3,762,000 | 51 |
| Number of Non-Managed Accounts | $108,000 | 218 |
| Total fiduciary and related assets | $1,154,152,000 | 169 |
| Managed Assets ($) | $1,100,423,000 | 117 |
| Non-managed Assets ($) | $53,729,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,198,000 | 114 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,029,000 | 122 |
| Number of Managed Accounts | $1,931,000 | 89 |
| Number of Non-Managed Accounts | $98,000 | 363 |
| Total fiduciary and related assets | $1,110,414,000 | 171 |
| Managed Assets ($) | $1,061,373,000 | 124 |
| Non-managed Assets ($) | $49,041,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,666,000 | 115 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,008,000 | 113 |
| Number of Managed Accounts | $1,897,000 | 86 |
| Number of Non-Managed Accounts | $111,000 | 212 |
| Total fiduciary and related assets | $1,105,752,000 | 171 |
| Managed Assets ($) | $1,074,185,000 | 126 |
| Non-managed Assets ($) | $31,567,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,272,000 | 114 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,025,000 | 113 |
| Number of Managed Accounts | $1,911,000 | 87 |
| Number of Non-Managed Accounts | $114,000 | 216 |
| Total fiduciary and related assets | $1,113,403,000 | 175 |
| Managed Assets ($) | $1,064,111,000 | 132 |
| Non-managed Assets ($) | $49,292,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,409,000 | 116 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,133,000 | 106 |
| Number of Managed Accounts | $2,030,000 | 83 |
| Number of Non-Managed Accounts | $103,000 | 229 |
| Total fiduciary and related assets | $1,053,045,000 | 177 |
| Managed Assets ($) | $986,060,000 | 133 |
| Non-managed Assets ($) | $66,985,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,176,000 | 112 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,112,000 | 110 |
| Number of Managed Accounts | $2,043,000 | 81 |
| Number of Non-Managed Accounts | $69,000 | 470 |
| Total fiduciary and related assets | $1,037,255,000 | 177 |
| Managed Assets ($) | $1,002,561,000 | 130 |
| Non-managed Assets ($) | $34,694,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,595,000 | 118 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,145,000 | 111 |
| Number of Managed Accounts | $2,079,000 | 85 |
| Number of Non-Managed Accounts | $66,000 | 268 |
| Total fiduciary and related assets | $1,014,233,000 | 182 |
| Managed Assets ($) | $980,662,000 | 133 |
| Non-managed Assets ($) | $33,571,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,494,000 | 127 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,145,000 | 112 |
| Number of Managed Accounts | $2,077,000 | 88 |
| Number of Non-Managed Accounts | $68,000 | 272 |
| Total fiduciary and related assets | $1,010,072,000 | 187 |
| Managed Assets ($) | $972,820,000 | 132 |
| Non-managed Assets ($) | $37,252,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,787,000 | 129 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,142,000 | 112 |
| Number of Managed Accounts | $2,045,000 | 87 |
| Number of Non-Managed Accounts | $97,000 | 243 |
| Total fiduciary and related assets | $1,029,842,000 | 186 |
| Managed Assets ($) | $992,858,000 | 131 |
| Non-managed Assets ($) | $36,984,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000 | 134 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,074,000 | 122 |
| Number of Managed Accounts | $2,040,000 | 88 |
| Number of Non-Managed Accounts | $34,000 | 673 |
| Total fiduciary and related assets | $978,264,000 | 189 |
| Managed Assets ($) | $959,528,000 | 135 |
| Non-managed Assets ($) | $18,736,000 | 520 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,644,000 | 133 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,060,000 | 114 |
| Number of Managed Accounts | $2,005,000 | 85 |
| Number of Non-Managed Accounts | $55,000 | 288 |
| Total fiduciary and related assets | $930,392,000 | 192 |
| Managed Assets ($) | $915,106,000 | 134 |
| Non-managed Assets ($) | $15,286,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,858,000 | 131 |
| 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 | $1,993,000 | 112 |
| Number of Managed Accounts | $1,936,000 | 87 |
| Number of Non-Managed Accounts | $57,000 | 289 |
| Total fiduciary and related assets | $910,657,000 | 189 |
| Managed Assets ($) | $896,290,000 | 133 |
| Non-managed Assets ($) | $14,367,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,281,000 | 131 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,083,000 | 115 |
| Number of Managed Accounts | $2,054,000 | 85 |
| Number of Non-Managed Accounts | $29,000 | 335 |
| Total fiduciary and related assets | $894,113,000 | 194 |
| Managed Assets ($) | $883,178,000 | 137 |
| Non-managed Assets ($) | $10,935,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,649,000 | 135 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,006,000 | 127 |
| Number of Managed Accounts | $1,979,000 | 92 |
| Number of Non-Managed Accounts | $27,000 | 754 |
| Total fiduciary and related assets | $859,233,000 | 195 |
| Managed Assets ($) | $848,536,000 | 140 |
| Non-managed Assets ($) | $10,697,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,807,000 | 138 |
| 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 | $1,974,000 | 120 |
| Number of Managed Accounts | $1,948,000 | 89 |
| Number of Non-Managed Accounts | $26,000 | 338 |
| Total fiduciary and related assets | $845,066,000 | 190 |
| Managed Assets ($) | $835,085,000 | 137 |
| Non-managed Assets ($) | $9,981,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,322,000 | 135 |
| 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 | $1,965,000 | 120 |
| Number of Managed Accounts | $1,939,000 | 91 |
| Number of Non-Managed Accounts | $26,000 | 350 |
| Total fiduciary and related assets | $827,071,000 | 194 |
| Managed Assets ($) | $818,457,000 | 137 |
| Non-managed Assets ($) | $8,614,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,864,000 | 140 |
| 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 | $1,923,000 | 123 |
| Number of Managed Accounts | $1,898,000 | 92 |
| Number of Non-Managed Accounts | $25,000 | 358 |
| Total fiduciary and related assets | $832,653,000 | 193 |
| Managed Assets ($) | $824,891,000 | 139 |
| Non-managed Assets ($) | $7,762,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 147 |
| 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 | $1,928,000 | 134 |
| Number of Managed Accounts | $1,909,000 | 99 |
| Number of Non-Managed Accounts | $19,000 | 862 |
| Total fiduciary and related assets | $793,769,000 | 203 |
| Managed Assets ($) | $785,209,000 | 147 |
| Non-managed Assets ($) | $8,560,000 | 696 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,393,000 | 147 |
| 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 | $1,884,000 | 131 |
| Number of Managed Accounts | $1,856,000 | 98 |
| Number of Non-Managed Accounts | $28,000 | 354 |
| Total fiduciary and related assets | $766,459,000 | 211 |
| Managed Assets ($) | $756,737,000 | 151 |
| Non-managed Assets ($) | $9,722,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,044,000 | 152 |
| 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 | $1,886,000 | 132 |
| Number of Managed Accounts | $1,860,000 | 96 |
| Number of Non-Managed Accounts | $26,000 | 364 |
| Total fiduciary and related assets | $754,697,000 | 214 |
| Managed Assets ($) | $747,520,000 | 152 |
| Non-managed Assets ($) | $7,177,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,643,000 | 160 |
| 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 | $1,887,000 | 141 |
| Number of Managed Accounts | $1,853,000 | 104 |
| Number of Non-Managed Accounts | $34,000 | 357 |
| Total fiduciary and related assets | $725,167,000 | 219 |
| Managed Assets ($) | $718,159,000 | 156 |
| Non-managed Assets ($) | $7,008,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 167 |
| 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 | $1,521,000 | 171 |
| Number of Managed Accounts | $1,502,000 | 131 |
| Number of Non-Managed Accounts | $19,000 | 881 |
| Total fiduciary and related assets | $596,688,000 | 244 |
| Managed Assets ($) | $591,260,000 | 179 |
| Non-managed Assets ($) | $5,428,000 | 786 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,068,000 | 163 |
| 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 | $1,451,000 | 159 |
| Number of Managed Accounts | $1,433,000 | 118 |
| Number of Non-Managed Accounts | $18,000 | 868 |
| Total fiduciary and related assets | $659,292,000 | 215 |
| Managed Assets ($) | $652,804,000 | 159 |
| Non-managed Assets ($) | $6,488,000 | 711 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,041,000 | 165 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $5,115,000 | 162 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,472,000 | 208 |
| 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 | $4,154,000 | 212 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,917,000 | 221 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,710,000 | 256 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 301 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,506,000 | 322 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,251,000 | 355 |
| 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 | $2,218,000 | 362 |