Home > Parkside Financial Bank & Trust > Fiduciary and Related Services
Parkside Financial Bank & Trust, 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 | $3,274,000 | 94 |
| Number of Managed Accounts | $2,860,000 | 79 |
| Number of Non-Managed Accounts | $414,000 | 104 |
| Total fiduciary and related assets | $2,128,977,000 | 175 |
| Managed Assets ($) | $1,866,511,000 | 144 |
| Non-managed Assets ($) | $262,466,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,946,000 | 191 |
| 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 | $3,089,000 | 97 |
| Number of Managed Accounts | $2,667,000 | 85 |
| Number of Non-Managed Accounts | $422,000 | 92 |
| Total fiduciary and related assets | $1,866,913,000 | 180 |
| Managed Assets ($) | $1,600,623,000 | 152 |
| Non-managed Assets ($) | $266,290,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,301,000 | 197 |
| 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 | $2,938,000 | 99 |
| Number of Managed Accounts | $2,521,000 | 85 |
| Number of Non-Managed Accounts | $417,000 | 95 |
| Total fiduciary and related assets | $1,827,391,000 | 179 |
| Managed Assets ($) | $1,555,781,000 | 157 |
| Non-managed Assets ($) | $271,610,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,107,000 | 197 |
| 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 | $2,814,000 | 109 |
| Number of Managed Accounts | $2,405,000 | 96 |
| Number of Non-Managed Accounts | $409,000 | 95 |
| Total fiduciary and related assets | $1,750,251,000 | 190 |
| Managed Assets ($) | $1,479,658,000 | 166 |
| Non-managed Assets ($) | $270,593,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,059,000 | 200 |
| 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 | $5,759,000 | 64 |
| Number of Managed Accounts | $4,844,000 | 52 |
| Number of Non-Managed Accounts | $915,000 | 71 |
| Total fiduciary and related assets | $1,585,364,000 | 198 |
| Managed Assets ($) | $1,332,470,000 | 178 |
| Non-managed Assets ($) | $252,894,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,601,000 | 221 |
| 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 | $2,616,000 | 112 |
| Number of Managed Accounts | $2,228,000 | 104 |
| Number of Non-Managed Accounts | $388,000 | 101 |
| Total fiduciary and related assets | $1,471,145,000 | 199 |
| Managed Assets ($) | $1,250,856,000 | 178 |
| Non-managed Assets ($) | $220,289,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,733,000 | 217 |
| 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 | $2,577,000 | 102 |
| Number of Managed Accounts | $2,189,000 | 98 |
| Number of Non-Managed Accounts | $388,000 | 92 |
| Total fiduciary and related assets | $1,522,658,000 | 166 |
| Managed Assets ($) | $1,293,182,000 | 150 |
| Non-managed Assets ($) | $229,476,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,810,000 | 188 |
| 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 | $2,486,000 | 104 |
| Number of Managed Accounts | $2,107,000 | 102 |
| Number of Non-Managed Accounts | $379,000 | 92 |
| Total fiduciary and related assets | $1,665,536,000 | 171 |
| Managed Assets ($) | $1,403,088,000 | 153 |
| Non-managed Assets ($) | $262,448,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,964,000 | 188 |
| 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 | $2,401,000 | 106 |
| Number of Managed Accounts | $2,028,000 | 103 |
| Number of Non-Managed Accounts | $373,000 | 99 |
| Total fiduciary and related assets | $1,748,919,000 | 174 |
| Managed Assets ($) | $1,478,835,000 | 152 |
| Non-managed Assets ($) | $270,084,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,399,000 | 193 |
| 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 | $2,466,000 | 105 |
| Number of Managed Accounts | $2,088,000 | 102 |
| Number of Non-Managed Accounts | $378,000 | 92 |
| Total fiduciary and related assets | $1,630,187,000 | 177 |
| Managed Assets ($) | $1,366,777,000 | 160 |
| Non-managed Assets ($) | $263,410,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,454,000 | 196 |
| 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 | $2,403,000 | 105 |
| Number of Managed Accounts | $2,041,000 | 104 |
| Number of Non-Managed Accounts | $362,000 | 96 |
| Total fiduciary and related assets | $1,606,807,000 | 177 |
| Managed Assets ($) | $1,362,370,000 | 158 |
| Non-managed Assets ($) | $244,437,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,533,000 | 197 |
| 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 | $2,345,000 | 112 |
| Number of Managed Accounts | $1,990,000 | 106 |
| Number of Non-Managed Accounts | $355,000 | 96 |
| Total fiduciary and related assets | $1,483,222,000 | 180 |
| Managed Assets ($) | $1,251,323,000 | 164 |
| Non-managed Assets ($) | $231,899,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 196 |
| 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 | $2,297,000 | 115 |
| Number of Managed Accounts | $1,964,000 | 109 |
| Number of Non-Managed Accounts | $333,000 | 113 |
| Total fiduciary and related assets | $1,415,291,000 | 181 |
| Managed Assets ($) | $1,201,105,000 | 164 |
| Non-managed Assets ($) | $214,186,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,188,000 | 177 |
| 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 | $2,295,000 | 110 |
| Number of Managed Accounts | $1,950,000 | 107 |
| Number of Non-Managed Accounts | $345,000 | 99 |
| Total fiduciary and related assets | $1,317,924,000 | 180 |
| Managed Assets ($) | $1,104,740,000 | 163 |
| Non-managed Assets ($) | $213,184,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,474,000 | 174 |
| 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 | $2,637,000 | 101 |
| Number of Managed Accounts | $2,256,000 | 96 |
| Number of Non-Managed Accounts | $381,000 | 96 |
| Total fiduciary and related assets | $1,395,255,000 | 177 |
| Managed Assets ($) | $1,183,394,000 | 153 |
| Non-managed Assets ($) | $211,861,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 173 |
| 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 | $2,731,000 | 95 |
| Number of Managed Accounts | $2,345,000 | 91 |
| Number of Non-Managed Accounts | $386,000 | 92 |
| Total fiduciary and related assets | $1,252,750,000 | 176 |
| Managed Assets ($) | $1,063,279,000 | 157 |
| Non-managed Assets ($) | $189,471,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 170 |
| 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 | $2,765,000 | 96 |
| Number of Managed Accounts | $2,367,000 | 94 |
| Number of Non-Managed Accounts | $398,000 | 104 |
| Total fiduciary and related assets | $1,491,620,000 | 171 |
| Managed Assets ($) | $1,263,119,000 | 152 |
| Non-managed Assets ($) | $228,501,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,999,000 | 178 |
| 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 | $2,647,000 | 100 |
| Number of Managed Accounts | $2,281,000 | 96 |
| Number of Non-Managed Accounts | $366,000 | 98 |
| Total fiduciary and related assets | $1,403,560,000 | 173 |
| Managed Assets ($) | $1,223,371,000 | 151 |
| Non-managed Assets ($) | $180,189,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,187,000 | 177 |
| 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 | $2,555,000 | 103 |
| Number of Managed Accounts | $2,207,000 | 98 |
| Number of Non-Managed Accounts | $348,000 | 103 |
| Total fiduciary and related assets | $1,326,309,000 | 177 |
| Managed Assets ($) | $1,150,445,000 | 157 |
| Non-managed Assets ($) | $175,864,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,366,000 | 177 |
| 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 | $2,525,000 | 104 |
| Number of Managed Accounts | $2,180,000 | 99 |
| Number of Non-Managed Accounts | $345,000 | 102 |
| Total fiduciary and related assets | $1,289,469,000 | 178 |
| Managed Assets ($) | $1,113,684,000 | 157 |
| Non-managed Assets ($) | $175,785,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 184 |
| 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 | $2,489,000 | 105 |
| Number of Managed Accounts | $2,138,000 | 98 |
| Number of Non-Managed Accounts | $351,000 | 117 |
| Total fiduciary and related assets | $1,188,967,000 | 181 |
| Managed Assets ($) | $1,027,742,000 | 156 |
| Non-managed Assets ($) | $161,225,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,452,000 | 186 |
| 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 | $2,421,000 | 103 |
| Number of Managed Accounts | $2,074,000 | 101 |
| Number of Non-Managed Accounts | $347,000 | 102 |
| Total fiduciary and related assets | $1,246,775,000 | 181 |
| Managed Assets ($) | $1,082,121,000 | 155 |
| Non-managed Assets ($) | $164,654,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,783,000 | 189 |
| 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 | $2,376,000 | 106 |
| Number of Managed Accounts | $2,030,000 | 103 |
| Number of Non-Managed Accounts | $346,000 | 101 |
| Total fiduciary and related assets | $1,200,353,000 | 183 |
| Managed Assets ($) | $1,036,308,000 | 156 |
| Non-managed Assets ($) | $164,045,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,151,000 | 189 |
| 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 | $2,322,000 | 109 |
| Number of Managed Accounts | $1,968,000 | 105 |
| Number of Non-Managed Accounts | $354,000 | 102 |
| Total fiduciary and related assets | $1,185,612,000 | 184 |
| Managed Assets ($) | $1,017,031,000 | 156 |
| Non-managed Assets ($) | $168,581,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,529,000 | 195 |
| 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 | $2,259,000 | 114 |
| Number of Managed Accounts | $1,916,000 | 105 |
| Number of Non-Managed Accounts | $343,000 | 118 |
| Total fiduciary and related assets | $1,195,861,000 | 188 |
| Managed Assets ($) | $1,026,921,000 | 157 |
| Non-managed Assets ($) | $168,940,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,622,000 | 197 |
| 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 | $2,140,000 | 115 |
| Number of Managed Accounts | $1,820,000 | 110 |
| Number of Non-Managed Accounts | $320,000 | 109 |
| Total fiduciary and related assets | $1,086,197,000 | 192 |
| Managed Assets ($) | $938,300,000 | 164 |
| Non-managed Assets ($) | $147,897,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,137,000 | 195 |
| 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 | $2,093,000 | 113 |
| Number of Managed Accounts | $1,766,000 | 109 |
| Number of Non-Managed Accounts | $327,000 | 106 |
| Total fiduciary and related assets | $1,056,675,000 | 190 |
| Managed Assets ($) | $904,155,000 | 160 |
| Non-managed Assets ($) | $152,520,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,663,000 | 198 |
| 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 | $2,042,000 | 113 |
| Number of Managed Accounts | $1,707,000 | 109 |
| Number of Non-Managed Accounts | $335,000 | 104 |
| Total fiduciary and related assets | $1,025,060,000 | 192 |
| Managed Assets ($) | $867,731,000 | 163 |
| Non-managed Assets ($) | $157,329,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,282,000 | 202 |
| 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 | $1,987,000 | 120 |
| Number of Managed Accounts | $1,655,000 | 110 |
| Number of Non-Managed Accounts | $332,000 | 122 |
| Total fiduciary and related assets | $967,004,000 | 195 |
| Managed Assets ($) | $809,238,000 | 166 |
| Non-managed Assets ($) | $157,766,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,639,000 | 210 |
| 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 | $1,927,000 | 122 |
| Number of Managed Accounts | $1,603,000 | 109 |
| Number of Non-Managed Accounts | $324,000 | 110 |
| Total fiduciary and related assets | $930,333,000 | 198 |
| Managed Assets ($) | $772,886,000 | 173 |
| Non-managed Assets ($) | $157,447,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,389,000 | 211 |
| 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 | $1,837,000 | 130 |
| Number of Managed Accounts | $1,537,000 | 115 |
| Number of Non-Managed Accounts | $300,000 | 115 |
| Total fiduciary and related assets | $826,947,000 | 205 |
| Managed Assets ($) | $690,723,000 | 180 |
| Non-managed Assets ($) | $136,224,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 217 |
| 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 | $1,895,000 | 127 |
| Number of Managed Accounts | $1,596,000 | 112 |
| Number of Non-Managed Accounts | $299,000 | 116 |
| Total fiduciary and related assets | $848,141,000 | 200 |
| Managed Assets ($) | $712,322,000 | 178 |
| Non-managed Assets ($) | $135,819,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,094,000 | 218 |
| 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 | $1,818,000 | 133 |
| Number of Managed Accounts | $1,541,000 | 118 |
| Number of Non-Managed Accounts | $277,000 | 143 |
| Total fiduciary and related assets | $811,772,000 | 208 |
| Managed Assets ($) | $681,807,000 | 179 |
| Non-managed Assets ($) | $129,965,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,221,000 | 224 |
| 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 | $1,695,000 | 137 |
| Number of Managed Accounts | $1,437,000 | 122 |
| Number of Non-Managed Accounts | $258,000 | 126 |
| Total fiduciary and related assets | $734,629,000 | 214 |
| Managed Assets ($) | $635,419,000 | 182 |
| Non-managed Assets ($) | $99,210,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,154,000 | 227 |
| 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 | $1,755,000 | 135 |
| Number of Managed Accounts | $1,548,000 | 116 |
| Number of Non-Managed Accounts | $207,000 | 142 |
| Total fiduciary and related assets | $769,446,000 | 214 |
| Managed Assets ($) | $672,826,000 | 180 |
| Non-managed Assets ($) | $96,620,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,055,000 | 231 |
| 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 | $1,769,000 | 134 |
| Number of Managed Accounts | $1,593,000 | 114 |
| Number of Non-Managed Accounts | $176,000 | 161 |
| Total fiduciary and related assets | $803,973,000 | 210 |
| Managed Assets ($) | $712,956,000 | 175 |
| Non-managed Assets ($) | $91,017,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,013,000 | 232 |
| 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 | $1,706,000 | 137 |
| Number of Managed Accounts | $1,556,000 | 112 |
| Number of Non-Managed Accounts | $150,000 | 235 |
| Total fiduciary and related assets | $755,904,000 | 215 |
| Managed Assets ($) | $677,391,000 | 180 |
| Non-managed Assets ($) | $78,513,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,791,000 | 233 |
| 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 | $1,649,000 | 137 |
| Number of Managed Accounts | $1,496,000 | 117 |
| Number of Non-Managed Accounts | $153,000 | 166 |
| Total fiduciary and related assets | $742,112,000 | 214 |
| Managed Assets ($) | $664,074,000 | 180 |
| Non-managed Assets ($) | $78,038,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,790,000 | 235 |
| 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 | $1,612,000 | 138 |
| Number of Managed Accounts | $1,447,000 | 121 |
| Number of Non-Managed Accounts | $165,000 | 158 |
| Total fiduciary and related assets | $749,170,000 | 209 |
| Managed Assets ($) | $646,349,000 | 185 |
| Non-managed Assets ($) | $102,821,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,829,000 | 243 |
| 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 | $1,527,000 | 147 |
| Number of Managed Accounts | $1,408,000 | 121 |
| Number of Non-Managed Accounts | $119,000 | 188 |
| Total fiduciary and related assets | $711,445,000 | 216 |
| Managed Assets ($) | $614,460,000 | 184 |
| Non-managed Assets ($) | $96,985,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $883,000 | 246 |
| 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 | $1,542,000 | 147 |
| Number of Managed Accounts | $1,419,000 | 117 |
| Number of Non-Managed Accounts | $123,000 | 268 |
| Total fiduciary and related assets | $668,979,000 | 224 |
| Managed Assets ($) | $577,763,000 | 193 |
| Non-managed Assets ($) | $91,216,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,287,000 | 244 |
| 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 | $1,650,000 | 135 |
| Number of Managed Accounts | $1,521,000 | 108 |
| Number of Non-Managed Accounts | $129,000 | 184 |
| Total fiduciary and related assets | $632,584,000 | 229 |
| Managed Assets ($) | $543,375,000 | 194 |
| Non-managed Assets ($) | $89,209,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,440,000 | 245 |
| 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 | $1,647,000 | 135 |
| Number of Managed Accounts | $1,517,000 | 106 |
| Number of Non-Managed Accounts | $130,000 | 188 |
| Total fiduciary and related assets | $614,884,000 | 229 |
| Managed Assets ($) | $524,233,000 | 192 |
| Non-managed Assets ($) | $90,651,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,586,000 | 247 |
| 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 | $1,575,000 | 143 |
| Number of Managed Accounts | $1,441,000 | 108 |
| Number of Non-Managed Accounts | $134,000 | 185 |
| Total fiduciary and related assets | $603,526,000 | 232 |
| Managed Assets ($) | $511,849,000 | 200 |
| Non-managed Assets ($) | $91,677,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $744,000 | 256 |
| 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 | $1,539,000 | 149 |
| Number of Managed Accounts | $1,421,000 | 111 |
| Number of Non-Managed Accounts | $118,000 | 287 |
| Total fiduciary and related assets | $492,773,000 | 256 |
| Managed Assets ($) | $413,942,000 | 225 |
| Non-managed Assets ($) | $78,831,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,694,000 | 258 |
| 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 | $1,399,000 | 152 |
| Number of Managed Accounts | $1,286,000 | 124 |
| Number of Non-Managed Accounts | $113,000 | 193 |
| Total fiduciary and related assets | $468,230,000 | 261 |
| Managed Assets ($) | $399,436,000 | 227 |
| Non-managed Assets ($) | $68,794,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,932,000 | 266 |
| 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 | $1,225,000 | 167 |
| Number of Managed Accounts | $1,131,000 | 134 |
| Number of Non-Managed Accounts | $94,000 | 207 |
| Total fiduciary and related assets | $421,866,000 | 271 |
| Managed Assets ($) | $350,500,000 | 239 |
| Non-managed Assets ($) | $71,366,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,247,000 | 273 |
| 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 | $1,199,000 | 170 |
| Number of Managed Accounts | $1,112,000 | 135 |
| Number of Non-Managed Accounts | $87,000 | 210 |
| Total fiduciary and related assets | $424,692,000 | 270 |
| Managed Assets ($) | $360,030,000 | 235 |
| Non-managed Assets ($) | $64,662,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 273 |
| 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 | $1,184,000 | 177 |
| Number of Managed Accounts | $1,092,000 | 139 |
| Number of Non-Managed Accounts | $92,000 | 337 |
| Total fiduciary and related assets | $408,778,000 | 272 |
| Managed Assets ($) | $344,429,000 | 239 |
| Non-managed Assets ($) | $64,349,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 251 |
| 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 | $1,163,000 | 171 |
| Number of Managed Accounts | $1,083,000 | 141 |
| Number of Non-Managed Accounts | $80,000 | 216 |
| Total fiduciary and related assets | $382,254,000 | 270 |
| Managed Assets ($) | $327,128,000 | 241 |
| Non-managed Assets ($) | $55,126,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,620,000 | 252 |
| 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 | $1,090,000 | 187 |
| Number of Managed Accounts | $1,012,000 | 146 |
| Number of Non-Managed Accounts | $78,000 | 222 |
| Total fiduciary and related assets | $377,615,000 | 276 |
| Managed Assets ($) | $347,412,000 | 240 |
| Non-managed Assets ($) | $30,203,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,038,000 | 260 |
| 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 | $1,045,000 | 197 |
| Number of Managed Accounts | $994,000 | 147 |
| Number of Non-Managed Accounts | $51,000 | 273 |
| Total fiduciary and related assets | $378,325,000 | 280 |
| Managed Assets ($) | $349,129,000 | 240 |
| Non-managed Assets ($) | $29,196,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $512,000 | 267 |
| 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 | $1,034,000 | 212 |
| Number of Managed Accounts | $989,000 | 152 |
| Number of Non-Managed Accounts | $45,000 | 539 |
| Total fiduciary and related assets | $346,174,000 | 288 |
| Managed Assets ($) | $302,784,000 | 262 |
| Non-managed Assets ($) | $43,390,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 299 |
| 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 | $944,000 | 211 |
| Number of Managed Accounts | $911,000 | 157 |
| Number of Non-Managed Accounts | $33,000 | 290 |
| Total fiduciary and related assets | $321,480,000 | 292 |
| Managed Assets ($) | $268,199,000 | 269 |
| Non-managed Assets ($) | $53,281,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,199,000 | 300 |
| 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 | $869,000 | 228 |
| Number of Managed Accounts | $850,000 | 166 |
| Number of Non-Managed Accounts | $19,000 | 324 |
| Total fiduciary and related assets | $289,627,000 | 302 |
| Managed Assets ($) | $267,777,000 | 262 |
| Non-managed Assets ($) | $21,850,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $772,000 | 314 |
| 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 | $834,000 | 234 |
| Number of Managed Accounts | $834,000 | 170 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $297,931,000 | 311 |
| Managed Assets ($) | $297,931,000 | 255 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $368,000 | 321 |
| 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 | $739,000 | 287 |
| Number of Managed Accounts | $739,000 | 204 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $270,875,000 | 327 |
| Managed Assets ($) | $270,875,000 | 268 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 365 |
| 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 | $664,000 | 269 |
| Number of Managed Accounts | $664,000 | 211 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $240,953,000 | 326 |
| Managed Assets ($) | $240,953,000 | 271 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 386 |
| 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 | $609,000 | 281 |
| Number of Managed Accounts | $609,000 | 227 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $176,187,000 | 349 |
| Managed Assets ($) | $176,187,000 | 308 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $469,000 | 403 |
| 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 | $508,000 | 303 |
| Number of Managed Accounts | $508,000 | 249 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $137,620,000 | 357 |
| Managed Assets ($) | $137,620,000 | 319 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $217,000 | 423 |
| 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 | $398,000 | 439 |
| Number of Managed Accounts | $398,000 | 331 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $96,975,000 | 558 |
| Managed Assets ($) | $96,975,000 | 471 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $355,000 | 640 |
| 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 | $314,000 | 359 |
| Number of Managed Accounts | $314,000 | 311 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $81,015,000 | 400 |
| Managed Assets ($) | $81,015,000 | 370 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 752 |
| 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 | $285,000 | 371 |
| Number of Managed Accounts | $285,000 | 323 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $84,055,000 | 407 |
| Managed Assets ($) | $84,055,000 | 374 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,000 | 932 |