Home > Busey Bank > Fiduciary and Related Services
Busey 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 | $6,524,000 | 55 |
| Number of Managed Accounts | $6,039,000 | 37 |
| Number of Non-Managed Accounts | $485,000 | 91 |
| Total fiduciary and related assets | $11,571,444,000 | 70 |
| Managed Assets ($) | $8,280,934,000 | 56 |
| Non-managed Assets ($) | $3,290,510,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,244,000 | 64 |
| 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 | $6,376,000 | 58 |
| Number of Managed Accounts | $5,927,000 | 40 |
| Number of Non-Managed Accounts | $449,000 | 88 |
| Total fiduciary and related assets | $11,084,949,000 | 71 |
| Managed Assets ($) | $7,807,770,000 | 57 |
| Non-managed Assets ($) | $3,277,179,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,707,000 | 65 |
| 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 | $6,371,000 | 58 |
| Number of Managed Accounts | $5,920,000 | 39 |
| Number of Non-Managed Accounts | $451,000 | 92 |
| Total fiduciary and related assets | $10,936,906,000 | 69 |
| Managed Assets ($) | $7,866,780,000 | 56 |
| Non-managed Assets ($) | $3,070,126,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,947,000 | 62 |
| 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 | $6,414,000 | 57 |
| Number of Managed Accounts | $5,948,000 | 40 |
| Number of Non-Managed Accounts | $466,000 | 89 |
| Total fiduciary and related assets | $10,694,607,000 | 76 |
| Managed Assets ($) | $7,660,277,000 | 59 |
| Non-managed Assets ($) | $3,034,330,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,589,000 | 65 |
| 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 | $6,350,000 | 59 |
| Number of Managed Accounts | $5,889,000 | 41 |
| Number of Non-Managed Accounts | $461,000 | 97 |
| Total fiduciary and related assets | $10,512,166,000 | 76 |
| Managed Assets ($) | $7,593,778,000 | 58 |
| Non-managed Assets ($) | $2,918,388,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,040,000 | 66 |
| 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 | $6,429,000 | 57 |
| Number of Managed Accounts | $5,876,000 | 43 |
| Number of Non-Managed Accounts | $553,000 | 81 |
| Total fiduciary and related assets | $10,471,190,000 | 74 |
| Managed Assets ($) | $7,170,533,000 | 60 |
| Non-managed Assets ($) | $3,300,657,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,284,000 | 66 |
| 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 | $6,368,000 | 51 |
| Number of Managed Accounts | $5,816,000 | 38 |
| Number of Non-Managed Accounts | $552,000 | 72 |
| Total fiduciary and related assets | $10,949,201,000 | 60 |
| Managed Assets ($) | $7,389,561,000 | 50 |
| Non-managed Assets ($) | $3,559,640,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,122,000 | 54 |
| 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 | $6,332,000 | 51 |
| Number of Managed Accounts | $5,794,000 | 39 |
| Number of Non-Managed Accounts | $538,000 | 71 |
| Total fiduciary and related assets | $11,343,350,000 | 61 |
| Managed Assets ($) | $8,043,832,000 | 49 |
| Non-managed Assets ($) | $3,299,518,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,366,000 | 52 |
| 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 | $6,270,000 | 51 |
| Number of Managed Accounts | $5,735,000 | 41 |
| Number of Non-Managed Accounts | $535,000 | 76 |
| Total fiduciary and related assets | $11,666,062,000 | 59 |
| Managed Assets ($) | $8,365,880,000 | 48 |
| Non-managed Assets ($) | $3,300,182,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,508,000 | 55 |
| 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 | $6,251,000 | 50 |
| Number of Managed Accounts | $5,711,000 | 41 |
| Number of Non-Managed Accounts | $540,000 | 74 |
| Total fiduciary and related assets | $11,331,585,000 | 58 |
| Managed Assets ($) | $8,036,939,000 | 48 |
| Non-managed Assets ($) | $3,294,646,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,278,000 | 55 |
| 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 | $5,313,000 | 56 |
| Number of Managed Accounts | $4,802,000 | 48 |
| Number of Non-Managed Accounts | $511,000 | 78 |
| Total fiduciary and related assets | $10,233,370,000 | 61 |
| Managed Assets ($) | $7,243,155,000 | 51 |
| Non-managed Assets ($) | $2,990,215,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,557,000 | 58 |
| 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 | $5,335,000 | 54 |
| Number of Managed Accounts | $4,819,000 | 47 |
| Number of Non-Managed Accounts | $516,000 | 78 |
| Total fiduciary and related assets | $9,742,444,000 | 61 |
| Managed Assets ($) | $7,020,969,000 | 50 |
| Non-managed Assets ($) | $2,721,475,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,280,000 | 58 |
| 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 | $5,351,000 | 55 |
| Number of Managed Accounts | $4,830,000 | 49 |
| Number of Non-Managed Accounts | $521,000 | 85 |
| Total fiduciary and related assets | $9,317,185,000 | 64 |
| Managed Assets ($) | $6,667,105,000 | 53 |
| Non-managed Assets ($) | $2,650,080,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,205,000 | 60 |
| 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 | $5,380,000 | 55 |
| Number of Managed Accounts | $4,857,000 | 49 |
| Number of Non-Managed Accounts | $523,000 | 77 |
| Total fiduciary and related assets | $8,690,982,000 | 62 |
| Managed Assets ($) | $6,148,176,000 | 50 |
| Non-managed Assets ($) | $2,542,806,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,782,000 | 58 |
| 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 | $5,362,000 | 55 |
| Number of Managed Accounts | $4,870,000 | 48 |
| Number of Non-Managed Accounts | $492,000 | 84 |
| Total fiduciary and related assets | $8,194,068,000 | 62 |
| Managed Assets ($) | $5,908,930,000 | 50 |
| Non-managed Assets ($) | $2,285,138,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,524,000 | 59 |
| 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 | $5,526,000 | 55 |
| Number of Managed Accounts | $5,022,000 | 48 |
| Number of Non-Managed Accounts | $504,000 | 79 |
| Total fiduciary and related assets | $8,221,341,000 | 60 |
| Managed Assets ($) | $5,777,315,000 | 50 |
| Non-managed Assets ($) | $2,444,026,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,367,000 | 56 |
| 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 | $5,509,000 | 55 |
| Number of Managed Accounts | $4,999,000 | 46 |
| Number of Non-Managed Accounts | $510,000 | 88 |
| Total fiduciary and related assets | $8,806,218,000 | 62 |
| Managed Assets ($) | $6,416,809,000 | 49 |
| Non-managed Assets ($) | $2,389,409,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,929,000 | 64 |
| 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 | $4,585,000 | 61 |
| Number of Managed Accounts | $4,154,000 | 53 |
| Number of Non-Managed Accounts | $431,000 | 90 |
| Total fiduciary and related assets | $7,549,232,000 | 67 |
| Managed Assets ($) | $5,453,734,000 | 53 |
| Non-managed Assets ($) | $2,095,498,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,799,000 | 73 |
| 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 | $4,180,000 | 68 |
| Number of Managed Accounts | $3,739,000 | 57 |
| Number of Non-Managed Accounts | $441,000 | 93 |
| Total fiduciary and related assets | $6,860,639,000 | 67 |
| Managed Assets ($) | $4,813,675,000 | 53 |
| Non-managed Assets ($) | $2,046,964,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,361,000 | 72 |
| 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 | $4,116,000 | 68 |
| Number of Managed Accounts | $3,675,000 | 58 |
| Number of Non-Managed Accounts | $441,000 | 93 |
| Total fiduciary and related assets | $6,721,753,000 | 67 |
| Managed Assets ($) | $4,787,713,000 | 53 |
| Non-managed Assets ($) | $1,934,040,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,361,000 | 70 |
| 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 | $4,104,000 | 71 |
| Number of Managed Accounts | $3,676,000 | 57 |
| Number of Non-Managed Accounts | $428,000 | 105 |
| Total fiduciary and related assets | $6,553,980,000 | 67 |
| Managed Assets ($) | $4,528,506,000 | 54 |
| Non-managed Assets ($) | $2,025,474,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,003,000 | 71 |
| 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 | $423,000 | 320 |
| Number of Managed Accounts | $121,000 | 371 |
| Number of Non-Managed Accounts | $302,000 | 115 |
| Total fiduciary and related assets | $1,103,469,000 | 197 |
| Managed Assets ($) | $204,398,000 | 352 |
| Non-managed Assets ($) | $899,071,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,295,000 | 229 |
| 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 | $416,000 | 325 |
| Number of Managed Accounts | $116,000 | 375 |
| Number of Non-Managed Accounts | $300,000 | 114 |
| Total fiduciary and related assets | $1,085,976,000 | 198 |
| Managed Assets ($) | $192,669,000 | 358 |
| Non-managed Assets ($) | $893,307,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,704,000 | 209 |
| 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 | $420,000 | 329 |
| Number of Managed Accounts | $111,000 | 378 |
| Number of Non-Managed Accounts | $309,000 | 112 |
| Total fiduciary and related assets | $1,103,255,000 | 192 |
| Managed Assets ($) | $189,382,000 | 357 |
| Non-managed Assets ($) | $913,873,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,097,000 | 159 |
| 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 | $413,000 | 379 |
| Number of Managed Accounts | $106,000 | 599 |
| Number of Non-Managed Accounts | $307,000 | 127 |
| Total fiduciary and related assets | $1,103,737,000 | 193 |
| Managed Assets ($) | $183,566,000 | 393 |
| Non-managed Assets ($) | $920,171,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,994,000 | 234 |
| 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 | $420,000 | 322 |
| Number of Managed Accounts | $106,000 | 378 |
| Number of Non-Managed Accounts | $314,000 | 111 |
| Total fiduciary and related assets | $1,107,308,000 | 189 |
| Managed Assets ($) | $180,442,000 | 355 |
| Non-managed Assets ($) | $926,866,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,840,000 | 242 |
| 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 | $413,000 | 324 |
| Number of Managed Accounts | $103,000 | 377 |
| Number of Non-Managed Accounts | $310,000 | 110 |
| Total fiduciary and related assets | $1,086,501,000 | 187 |
| Managed Assets ($) | $172,910,000 | 355 |
| Non-managed Assets ($) | $913,591,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,427,000 | 215 |
| 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 | $415,000 | 326 |
| Number of Managed Accounts | $103,000 | 381 |
| Number of Non-Managed Accounts | $312,000 | 110 |
| Total fiduciary and related assets | $1,116,211,000 | 183 |
| Managed Assets ($) | $167,561,000 | 360 |
| Non-managed Assets ($) | $948,650,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,706,000 | 170 |
| 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 | $414,000 | 378 |
| Number of Managed Accounts | $103,000 | 613 |
| Number of Non-Managed Accounts | $311,000 | 128 |
| Total fiduciary and related assets | $1,112,691,000 | 174 |
| Managed Assets ($) | $164,200,000 | 405 |
| Non-managed Assets ($) | $948,491,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,413,000 | 252 |
| 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 | $420,000 | 324 |
| Number of Managed Accounts | $111,000 | 380 |
| Number of Non-Managed Accounts | $309,000 | 113 |
| Total fiduciary and related assets | $1,105,414,000 | 172 |
| Managed Assets ($) | $173,826,000 | 358 |
| Non-managed Assets ($) | $931,588,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,420,000 | 258 |
| 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 | $423,000 | 326 |
| Number of Managed Accounts | $114,000 | 379 |
| Number of Non-Managed Accounts | $309,000 | 112 |
| Total fiduciary and related assets | $1,114,877,000 | 173 |
| Managed Assets ($) | $182,437,000 | 356 |
| Non-managed Assets ($) | $932,440,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,077,000 | 222 |
| 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 | $434,000 | 323 |
| Number of Managed Accounts | $101,000 | 385 |
| Number of Non-Managed Accounts | $333,000 | 107 |
| Total fiduciary and related assets | $1,124,702,000 | 174 |
| Managed Assets ($) | $168,231,000 | 359 |
| Non-managed Assets ($) | $956,471,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,552,000 | 176 |
| 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 | $576,000 | 313 |
| Number of Managed Accounts | $95,000 | 640 |
| Number of Non-Managed Accounts | $481,000 | 103 |
| Total fiduciary and related assets | $1,122,646,000 | 175 |
| Managed Assets ($) | $160,486,000 | 405 |
| Non-managed Assets ($) | $962,160,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,541,000 | 241 |
| 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 | $564,000 | 292 |
| Number of Managed Accounts | $86,000 | 382 |
| Number of Non-Managed Accounts | $478,000 | 96 |
| Total fiduciary and related assets | $1,117,819,000 | 173 |
| Managed Assets ($) | $156,690,000 | 362 |
| Non-managed Assets ($) | $961,129,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,607,000 | 247 |
| 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 | $562,000 | 293 |
| Number of Managed Accounts | $82,000 | 388 |
| Number of Non-Managed Accounts | $480,000 | 97 |
| Total fiduciary and related assets | $1,118,096,000 | 177 |
| Managed Assets ($) | $159,893,000 | 362 |
| Non-managed Assets ($) | $958,203,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,261,000 | 221 |
| 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 | $555,000 | 297 |
| Number of Managed Accounts | $78,000 | 387 |
| Number of Non-Managed Accounts | $477,000 | 100 |
| Total fiduciary and related assets | $1,188,998,000 | 169 |
| Managed Assets ($) | $159,247,000 | 363 |
| Non-managed Assets ($) | $1,029,751,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,828,000 | 161 |
| 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 | $549,000 | 332 |
| Number of Managed Accounts | $67,000 | 720 |
| Number of Non-Managed Accounts | $482,000 | 109 |
| Total fiduciary and related assets | $1,199,070,000 | 165 |
| Managed Assets ($) | $131,468,000 | 458 |
| Non-managed Assets ($) | $1,067,602,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,440,000 | 247 |
| 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 | $511,000 | 310 |
| Number of Managed Accounts | $62,000 | 389 |
| Number of Non-Managed Accounts | $449,000 | 100 |
| Total fiduciary and related assets | $1,166,546,000 | 166 |
| Managed Assets ($) | $124,399,000 | 371 |
| Non-managed Assets ($) | $1,042,147,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,683,000 | 243 |
| 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 | $507,000 | 311 |
| Number of Managed Accounts | $58,000 | 391 |
| Number of Non-Managed Accounts | $449,000 | 100 |
| Total fiduciary and related assets | $1,182,976,000 | 161 |
| Managed Assets ($) | $127,709,000 | 373 |
| Non-managed Assets ($) | $1,055,267,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,442,000 | 198 |
| 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 | $505,000 | 316 |
| Number of Managed Accounts | $51,000 | 396 |
| Number of Non-Managed Accounts | $454,000 | 103 |
| Total fiduciary and related assets | $1,196,593,000 | 160 |
| Managed Assets ($) | $122,949,000 | 376 |
| Non-managed Assets ($) | $1,073,644,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,771,000 | 154 |
| 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 | $554,000 | 333 |
| Number of Managed Accounts | $37,000 | 843 |
| Number of Non-Managed Accounts | $517,000 | 105 |
| Total fiduciary and related assets | $1,246,953,000 | 158 |
| Managed Assets ($) | $60,493,000 | 612 |
| Non-managed Assets ($) | $1,186,460,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,622,000 | 231 |
| 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 | $562,000 | 296 |
| Number of Managed Accounts | $37,000 | 376 |
| Number of Non-Managed Accounts | $525,000 | 92 |
| Total fiduciary and related assets | $1,269,364,000 | 148 |
| Managed Assets ($) | $59,114,000 | 370 |
| Non-managed Assets ($) | $1,210,250,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,852,000 | 218 |
| 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 | $558,000 | 294 |
| Number of Managed Accounts | $33,000 | 378 |
| Number of Non-Managed Accounts | $525,000 | 92 |
| Total fiduciary and related assets | $1,272,070,000 | 145 |
| Managed Assets ($) | $55,260,000 | 372 |
| Non-managed Assets ($) | $1,216,810,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,472,000 | 182 |
| 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 | $539,000 | 301 |
| Number of Managed Accounts | $13,000 | 385 |
| Number of Non-Managed Accounts | $526,000 | 93 |
| Total fiduciary and related assets | $1,115,694,000 | 153 |
| Managed Assets ($) | $47,973,000 | 374 |
| Non-managed Assets ($) | $1,067,721,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,751,000 | 144 |
| 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 | $530,000 | 347 |
| Number of Managed Accounts | $5,000 | 1,142 |
| Number of Non-Managed Accounts | $525,000 | 103 |
| Total fiduciary and related assets | $1,097,917,000 | 152 |
| Managed Assets ($) | $27,288,000 | 755 |
| Non-managed Assets ($) | $1,070,629,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,649,000 | 211 |
| 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 | $526,000 | 294 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $526,000 | 88 |
| Total fiduciary and related assets | $1,027,585,000 | 154 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $1,027,585,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,697,000 | 216 |
| 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 | $527,000 | 294 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $527,000 | 90 |
| Total fiduciary and related assets | $1,029,645,000 | 153 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $1,029,645,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,208,000 | 190 |
| 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 | $526,000 | 294 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $526,000 | 90 |
| Total fiduciary and related assets | $885,085,000 | 161 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $885,085,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,788,000 | 135 |
| 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 | $526,000 | 348 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $526,000 | 104 |
| Total fiduciary and related assets | $897,459,000 | 158 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $897,459,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,716,000 | 214 |
| 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 | $526,000 | 293 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $526,000 | 90 |
| Total fiduciary and related assets | $877,891,000 | 158 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $877,891,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,018,000 | 217 |
| 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 | $526,000 | 297 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $526,000 | 95 |
| Total fiduciary and related assets | $875,431,000 | 165 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $875,431,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,727,000 | 187 |
| 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 | $533,000 | 301 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $533,000 | 95 |
| Total fiduciary and related assets | $709,930,000 | 191 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $709,930,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,472,000 | 133 |
| 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 | $530,000 | 352 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $530,000 | 110 |
| Total fiduciary and related assets | $717,757,000 | 191 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $717,757,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,211,000 | 243 |
| 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 | $524,000 | 295 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $524,000 | 96 |
| Total fiduciary and related assets | $592,687,000 | 209 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $592,687,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,629,000 | 242 |
| 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 | $522,000 | 298 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $522,000 | 98 |
| Total fiduciary and related assets | $603,489,000 | 199 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $603,489,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 211 |
| 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 | $527,000 | 298 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $527,000 | 104 |
| Total fiduciary and related assets | $600,891,000 | 208 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $600,891,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,135,000 | 153 |
| 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 | $525,000 | 361 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $525,000 | 125 |
| Total fiduciary and related assets | $598,617,000 | 209 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $598,617,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,104,000 | 238 |
| 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 | $517,000 | 297 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $517,000 | 100 |
| Total fiduciary and related assets | $573,265,000 | 214 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $573,265,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,551,000 | 238 |
| 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 | $520,000 | 299 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $520,000 | 99 |
| Total fiduciary and related assets | $583,379,000 | 204 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $583,379,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 235 |
| 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 | $514,000 | 302 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $514,000 | 100 |
| Total fiduciary and related assets | $582,987,000 | 202 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $582,987,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 222 |
| 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 | $515,000 | 373 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $515,000 | 127 |
| Total fiduciary and related assets | $563,611,000 | 209 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $563,611,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,340,000 | 240 |
| 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 | $518,000 | 310 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $518,000 | 106 |
| Total fiduciary and related assets | $480,626,000 | 247 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $480,626,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,612,000 | 258 |
| 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 | $518,000 | 314 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $518,000 | 109 |
| Total fiduciary and related assets | $487,637,000 | 255 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $487,637,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,190,000 | 248 |
| 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 | $482,000 | 324 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $482,000 | 115 |
| Total fiduciary and related assets | $494,323,000 | 259 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $494,323,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $640,000 | 241 |
| 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 | $481,000 | 392 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $481,000 | 136 |
| Total fiduciary and related assets | $482,721,000 | 269 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $482,721,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,520,000 | 196 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 427 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 369 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $424,000 | 310 |
| 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 | $128,000 | 809 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $128,000 | 316 |
| Total fiduciary and related assets | $108,300,000 | 574 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $108,300,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 557 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,000 | 552 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 484 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,000 | 470 |
| 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 | $128,000 | 823 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $128,000 | 332 |
| Total fiduciary and related assets | $92,600,000 | 613 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $92,600,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $560,000 | 558 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 571 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 536 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $248,000 | 396 |
| 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 | $125,000 | 858 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $125,000 | 356 |
| Total fiduciary and related assets | $88,474,000 | 624 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $88,474,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $541,000 | 547 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $408,000 | 544 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $321,000 | 484 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $197,000 | 432 |
| 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 | $112,000 | 914 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $112,000 | 405 |
| Total fiduciary and related assets | $80,707,000 | 641 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $80,707,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $382,000 | 641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $317,000 | 621 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $175,000 | 672 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,000 | 553 |
| 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 | $122,000 | 884 |
| Number of Managed Accounts | $122,000 | 703 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $71,902,000 | 664 |
| Managed Assets ($) | $71,902,000 | 550 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,000 | 807 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |