Home > Cole Taylor Bank > Fiduciary and Related Services
Cole Taylor Bank, Fiduciary and Related Services
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,460 |
| Fiduciary or related activity | $0 | 1,383 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,182 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,465 |
| Fiduciary or related activity | $0 | 1,386 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,141 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,475 |
| Fiduciary or related activity | $0 | 1,398 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,388 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $0 | 1,383 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,299 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,408 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,238 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,413 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,226 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,423 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,171 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,426 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,418 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $0 | 1,414 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,334 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,460 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,274 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,466 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,262 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,466 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,204 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,476 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,466 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $0 | 1,461 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,311 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,500 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,257 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,512 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,239 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,531 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,199 |
| 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 | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $354,000 | 633 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $351,000 | 561 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $352,000 | 477 |
| 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 | $298,000 | 348 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $298,000 | 132 |
| Total fiduciary and related assets | $914,666,000 | 157 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $914,666,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000 | 467 |
| 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 | $857,000 | 252 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $857,000 | 90 |
| Total fiduciary and related assets | $919,392,000 | 159 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $919,392,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $968,000 | 391 |
| 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 | $861,000 | 232 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $861,000 | 78 |
| Total fiduciary and related assets | $973,510,000 | 156 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $973,510,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 381 |
| 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 | $864,000 | 236 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $864,000 | 77 |
| Total fiduciary and related assets | $998,539,000 | 154 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $998,539,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 350 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 192 |
| Number of Managed Accounts | $152,000 | 338 |
| Number of Non-Managed Accounts | $943,000 | 71 |
| Total fiduciary and related assets | $1,193,509,000 | 133 |
| Managed Assets ($) | $117,876,000 | 329 |
| Non-managed Assets ($) | $1,075,633,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $306,000 | 340 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,143,000 | 198 |
| Number of Managed Accounts | $158,000 | 582 |
| Number of Non-Managed Accounts | $985,000 | 85 |
| Total fiduciary and related assets | $1,237,416,000 | 138 |
| Managed Assets ($) | $137,500,000 | 384 |
| Non-managed Assets ($) | $1,099,916,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,357,000 | 238 |
| 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 | $528,000 | 308 |
| Number of Managed Accounts | $187,000 | 354 |
| Number of Non-Managed Accounts | $341,000 | 132 |
| Total fiduciary and related assets | $1,460,100,000 | 129 |
| Managed Assets ($) | $184,925,000 | 323 |
| Non-managed Assets ($) | $1,275,175,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 244 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 175 |
| Number of Managed Accounts | $190,000 | 357 |
| Number of Non-Managed Accounts | $1,026,000 | 75 |
| Total fiduciary and related assets | $1,529,589,000 | 131 |
| Managed Assets ($) | $212,059,000 | 317 |
| Non-managed Assets ($) | $1,317,530,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 249 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,281,000 | 173 |
| Number of Managed Accounts | $220,000 | 348 |
| Number of Non-Managed Accounts | $1,061,000 | 69 |
| Total fiduciary and related assets | $1,531,777,000 | 139 |
| Managed Assets ($) | $215,658,000 | 330 |
| Non-managed Assets ($) | $1,316,119,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 281 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,377,000 | 162 |
| Number of Managed Accounts | $269,000 | 425 |
| Number of Non-Managed Accounts | $1,108,000 | 76 |
| Total fiduciary and related assets | $1,566,419,000 | 137 |
| Managed Assets ($) | $242,980,000 | 314 |
| Non-managed Assets ($) | $1,323,439,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,321,000 | 254 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,433,000 | 149 |
| Number of Managed Accounts | $351,000 | 300 |
| Number of Non-Managed Accounts | $1,082,000 | 67 |
| Total fiduciary and related assets | $1,694,910,000 | 133 |
| Managed Assets ($) | $285,551,000 | 277 |
| Non-managed Assets ($) | $1,409,359,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,664,000 | 257 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,374,000 | 160 |
| Number of Managed Accounts | $291,000 | 317 |
| Number of Non-Managed Accounts | $1,083,000 | 66 |
| Total fiduciary and related assets | $1,671,482,000 | 140 |
| Managed Assets ($) | $287,277,000 | 280 |
| Non-managed Assets ($) | $1,384,205,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,130,000 | 261 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,349,000 | 159 |
| Number of Managed Accounts | $282,000 | 319 |
| Number of Non-Managed Accounts | $1,067,000 | 67 |
| Total fiduciary and related assets | $1,980,183,000 | 125 |
| Managed Assets ($) | $249,560,000 | 309 |
| Non-managed Assets ($) | $1,730,623,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $486,000 | 281 |
| 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 | $1,337,000 | 171 |
| Number of Managed Accounts | $317,000 | 375 |
| Number of Non-Managed Accounts | $1,020,000 | 79 |
| Total fiduciary and related assets | $1,758,742,000 | 129 |
| Managed Assets ($) | $295,916,000 | 272 |
| Non-managed Assets ($) | $1,462,826,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,269,000 | 252 |
| 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 | $1,272,000 | 168 |
| Number of Managed Accounts | $269,000 | 316 |
| Number of Non-Managed Accounts | $1,003,000 | 71 |
| Total fiduciary and related assets | $1,760,463,000 | 132 |
| Managed Assets ($) | $287,516,000 | 277 |
| Non-managed Assets ($) | $1,472,947,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,605,000 | 268 |
| 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 | $1,282,000 | 171 |
| Number of Managed Accounts | $272,000 | 320 |
| Number of Non-Managed Accounts | $1,010,000 | 72 |
| Total fiduciary and related assets | $1,642,360,000 | 139 |
| Managed Assets ($) | $271,564,000 | 283 |
| Non-managed Assets ($) | $1,370,796,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,052,000 | 275 |
| 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 | $1,256,000 | 173 |
| Number of Managed Accounts | $258,000 | 332 |
| Number of Non-Managed Accounts | $998,000 | 72 |
| Total fiduciary and related assets | $1,637,631,000 | 142 |
| Managed Assets ($) | $266,853,000 | 284 |
| Non-managed Assets ($) | $1,370,778,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 287 |
| 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 | $1,259,000 | 179 |
| Number of Managed Accounts | $251,000 | 464 |
| Number of Non-Managed Accounts | $1,008,000 | 83 |
| Total fiduciary and related assets | $1,945,986,000 | 125 |
| Managed Assets ($) | $243,108,000 | 301 |
| Non-managed Assets ($) | $1,702,878,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,070,000 | 204 |
| 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 | $1,170,000 | 177 |
| Number of Managed Accounts | $241,000 | 328 |
| Number of Non-Managed Accounts | $929,000 | 75 |
| Total fiduciary and related assets | $1,999,950,000 | 126 |
| Managed Assets ($) | $231,424,000 | 290 |
| Non-managed Assets ($) | $1,768,526,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,347,000 | 200 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,098,000 | 185 |
| Number of Managed Accounts | $215,000 | 346 |
| Number of Non-Managed Accounts | $883,000 | 79 |
| Total fiduciary and related assets | $1,507,198,000 | 138 |
| Managed Assets ($) | $187,151,000 | 326 |
| Non-managed Assets ($) | $1,320,047,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 194 |
| 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 | $1,099,000 | 187 |
| Number of Managed Accounts | $180,000 | 357 |
| Number of Non-Managed Accounts | $919,000 | 84 |
| Total fiduciary and related assets | $1,429,895,000 | 151 |
| Managed Assets ($) | $150,496,000 | 345 |
| Non-managed Assets ($) | $1,279,399,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $849,000 | 193 |
| 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 | $1,079,000 | 200 |
| Number of Managed Accounts | $159,000 | 614 |
| Number of Non-Managed Accounts | $920,000 | 98 |
| Total fiduciary and related assets | $1,378,192,000 | 154 |
| Managed Assets ($) | $137,370,000 | 401 |
| Non-managed Assets ($) | $1,240,822,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,079,000 | 174 |
| 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 | $936,000 | 213 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $936,000 | 89 |
| Total fiduciary and related assets | $1,109,023,000 | 170 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $1,109,023,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,055,000 | 172 |
| 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 | $894,000 | 227 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $894,000 | 94 |
| Total fiduciary and related assets | $1,048,392,000 | 173 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $1,048,392,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,020,000 | 176 |
| 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 | $841,000 | 239 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $841,000 | 94 |
| Total fiduciary and related assets | $1,077,066,000 | 172 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $1,077,066,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $979,000 | 176 |
| 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 | $867,000 | 264 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $867,000 | 108 |
| Total fiduciary and related assets | $1,082,217,000 | 174 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $1,082,217,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,674,000 | 181 |
| 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 | $846,000 | 249 |
| Number of Managed Accounts | $14,000 | 421 |
| Number of Non-Managed Accounts | $832,000 | 98 |
| Total fiduciary and related assets | $1,104,982,000 | 175 |
| Managed Assets ($) | $975,000 | 437 |
| Non-managed Assets ($) | $1,104,007,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,686,000 | 190 |
| 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 | $796,000 | 265 |
| Number of Managed Accounts | $33,000 | 414 |
| Number of Non-Managed Accounts | $763,000 | 106 |
| Total fiduciary and related assets | $1,037,937,000 | 179 |
| Managed Assets ($) | $5,031,000 | 427 |
| Non-managed Assets ($) | $1,032,906,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 199 |
| 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 | $876,000 | 252 |
| Number of Managed Accounts | $87,000 | 406 |
| Number of Non-Managed Accounts | $789,000 | 103 |
| Total fiduciary and related assets | $912,910,000 | 197 |
| Managed Assets ($) | $43,888,000 | 404 |
| Non-managed Assets ($) | $869,022,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $798,000 | 212 |
| 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 | $2,234,000 | 134 |
| Number of Managed Accounts | $125,000 | 695 |
| Number of Non-Managed Accounts | $2,109,000 | 65 |
| Total fiduciary and related assets | $1,057,787,000 | 183 |
| Managed Assets ($) | $88,498,000 | 503 |
| Non-managed Assets ($) | $969,289,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,276,000 | 160 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,641,000 | 105 |
| Number of Managed Accounts | $392,000 | 344 |
| Number of Non-Managed Accounts | $2,249,000 | 60 |
| Total fiduciary and related assets | $1,223,712,000 | 158 |
| Managed Assets ($) | $237,932,000 | 289 |
| Non-managed Assets ($) | $985,780,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,431,000 | 144 |
| 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 | $4,663,000 | 175 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,571,000 | 204 |
| 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 | $3,980,000 | 219 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,303,000 | 248 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,635,000 | 260 |
| 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 | $3,538,000 | 274 |
| 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 | $3,095,000 | 295 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,944,000 | 310 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,473,000 | 340 |