Home > MB Financial Bank > Fiduciary and Related Services
MB Financial Bank, Fiduciary and Related Services
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,569,000 | 157 |
| Number of Managed Accounts | $1,492,000 | 137 |
| Number of Non-Managed Accounts | $77,000 | 215 |
| Total fiduciary and related assets | $3,282,197,000 | 104 |
| Managed Assets ($) | $3,043,090,000 | 81 |
| Non-managed Assets ($) | $239,107,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 326 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 156 |
| Number of Managed Accounts | $1,504,000 | 131 |
| Number of Non-Managed Accounts | $80,000 | 296 |
| Total fiduciary and related assets | $3,227,207,000 | 102 |
| Managed Assets ($) | $2,958,550,000 | 75 |
| Non-managed Assets ($) | $268,657,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,578,000 | 85 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 153 |
| Number of Managed Accounts | $1,516,000 | 129 |
| Number of Non-Managed Accounts | $82,000 | 212 |
| Total fiduciary and related assets | $3,510,699,000 | 101 |
| Managed Assets ($) | $3,210,324,000 | 74 |
| Non-managed Assets ($) | $300,375,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,112,000 | 86 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,592,000 | 154 |
| Number of Managed Accounts | $1,510,000 | 129 |
| Number of Non-Managed Accounts | $82,000 | 215 |
| Total fiduciary and related assets | $3,429,014,000 | 102 |
| Managed Assets ($) | $3,134,529,000 | 77 |
| Non-managed Assets ($) | $294,485,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,572,000 | 89 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,591,000 | 157 |
| Number of Managed Accounts | $1,514,000 | 130 |
| Number of Non-Managed Accounts | $77,000 | 223 |
| Total fiduciary and related assets | $3,378,517,000 | 102 |
| Managed Assets ($) | $3,083,830,000 | 77 |
| Non-managed Assets ($) | $294,687,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,257,000 | 87 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,583,000 | 159 |
| Number of Managed Accounts | $1,504,000 | 130 |
| Number of Non-Managed Accounts | $79,000 | 304 |
| Total fiduciary and related assets | $3,409,615,000 | 103 |
| Managed Assets ($) | $3,108,875,000 | 75 |
| Non-managed Assets ($) | $300,740,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,398,000 | 87 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,586,000 | 156 |
| Number of Managed Accounts | $1,509,000 | 130 |
| Number of Non-Managed Accounts | $77,000 | 217 |
| Total fiduciary and related assets | $3,357,164,000 | 101 |
| Managed Assets ($) | $3,086,292,000 | 74 |
| Non-managed Assets ($) | $270,872,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,096,000 | 86 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,595,000 | 150 |
| Number of Managed Accounts | $1,519,000 | 125 |
| Number of Non-Managed Accounts | $76,000 | 220 |
| Total fiduciary and related assets | $3,385,173,000 | 99 |
| Managed Assets ($) | $3,073,025,000 | 71 |
| Non-managed Assets ($) | $312,148,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,968,000 | 89 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,608,000 | 147 |
| Number of Managed Accounts | $1,528,000 | 122 |
| Number of Non-Managed Accounts | $80,000 | 213 |
| Total fiduciary and related assets | $3,232,790,000 | 101 |
| Managed Assets ($) | $2,914,262,000 | 71 |
| Non-managed Assets ($) | $318,528,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,821,000 | 89 |
| 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 | $1,604,000 | 148 |
| Number of Managed Accounts | $1,522,000 | 120 |
| Number of Non-Managed Accounts | $82,000 | 309 |
| Total fiduciary and related assets | $3,063,346,000 | 100 |
| Managed Assets ($) | $2,821,892,000 | 70 |
| Non-managed Assets ($) | $241,454,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,332,000 | 89 |
| 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 | $1,594,000 | 145 |
| Number of Managed Accounts | $1,515,000 | 119 |
| Number of Non-Managed Accounts | $79,000 | 220 |
| Total fiduciary and related assets | $3,043,714,000 | 98 |
| Managed Assets ($) | $2,799,736,000 | 72 |
| Non-managed Assets ($) | $243,978,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,644,000 | 89 |
| 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 | $1,596,000 | 144 |
| Number of Managed Accounts | $1,520,000 | 120 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $2,956,263,000 | 100 |
| Managed Assets ($) | $2,738,468,000 | 72 |
| Non-managed Assets ($) | $217,795,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,102,000 | 89 |
| 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 | $1,607,000 | 142 |
| Number of Managed Accounts | $1,533,000 | 118 |
| Number of Non-Managed Accounts | $74,000 | 225 |
| Total fiduciary and related assets | $2,935,216,000 | 101 |
| Managed Assets ($) | $2,714,608,000 | 71 |
| Non-managed Assets ($) | $220,608,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,448,000 | 88 |
| 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 | $1,634,000 | 143 |
| Number of Managed Accounts | $1,562,000 | 115 |
| Number of Non-Managed Accounts | $72,000 | 349 |
| Total fiduciary and related assets | $2,885,051,000 | 100 |
| Managed Assets ($) | $2,676,248,000 | 68 |
| Non-managed Assets ($) | $208,803,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,907,000 | 97 |
| 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 | $1,637,000 | 140 |
| Number of Managed Accounts | $1,565,000 | 113 |
| Number of Non-Managed Accounts | $72,000 | 229 |
| Total fiduciary and related assets | $2,849,661,000 | 101 |
| Managed Assets ($) | $2,621,933,000 | 70 |
| Non-managed Assets ($) | $227,728,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,625,000 | 98 |
| 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 | $1,525,000 | 153 |
| Number of Managed Accounts | $1,451,000 | 125 |
| Number of Non-Managed Accounts | $74,000 | 230 |
| Total fiduciary and related assets | $2,563,053,000 | 108 |
| Managed Assets ($) | $2,324,781,000 | 83 |
| Non-managed Assets ($) | $238,272,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,517,000 | 102 |
| 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 | $1,503,000 | 155 |
| Number of Managed Accounts | $1,427,000 | 127 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $2,673,970,000 | 108 |
| Managed Assets ($) | $2,429,885,000 | 79 |
| Non-managed Assets ($) | $244,085,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,773,000 | 100 |
| 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 | $1,462,000 | 160 |
| Number of Managed Accounts | $1,387,000 | 126 |
| Number of Non-Managed Accounts | $75,000 | 355 |
| Total fiduciary and related assets | $2,552,284,000 | 107 |
| Managed Assets ($) | $2,315,964,000 | 79 |
| Non-managed Assets ($) | $236,320,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,214,000 | 100 |
| 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 | $1,443,000 | 157 |
| Number of Managed Accounts | $1,368,000 | 125 |
| Number of Non-Managed Accounts | $75,000 | 228 |
| Total fiduciary and related assets | $2,519,960,000 | 105 |
| Managed Assets ($) | $2,269,055,000 | 81 |
| Non-managed Assets ($) | $250,905,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,627,000 | 99 |
| 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 | $1,425,000 | 158 |
| Number of Managed Accounts | $1,354,000 | 127 |
| Number of Non-Managed Accounts | $71,000 | 237 |
| Total fiduciary and related assets | $2,482,196,000 | 105 |
| Managed Assets ($) | $2,243,322,000 | 83 |
| Non-managed Assets ($) | $238,874,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,852,000 | 100 |
| 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 | $1,370,000 | 167 |
| Number of Managed Accounts | $1,320,000 | 131 |
| Number of Non-Managed Accounts | $50,000 | 274 |
| Total fiduciary and related assets | $2,327,182,000 | 108 |
| Managed Assets ($) | $2,109,668,000 | 85 |
| Non-managed Assets ($) | $217,514,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,346,000 | 104 |
| 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 | $1,340,000 | 174 |
| Number of Managed Accounts | $1,289,000 | 133 |
| Number of Non-Managed Accounts | $51,000 | 464 |
| Total fiduciary and related assets | $2,258,566,000 | 111 |
| Managed Assets ($) | $2,049,457,000 | 87 |
| Non-managed Assets ($) | $209,109,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,539,000 | 104 |
| 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 | $1,318,000 | 167 |
| Number of Managed Accounts | $1,267,000 | 128 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $2,170,472,000 | 111 |
| Managed Assets ($) | $1,983,971,000 | 86 |
| Non-managed Assets ($) | $186,501,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,253,000 | 103 |
| 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 | $1,288,000 | 166 |
| Number of Managed Accounts | $1,237,000 | 130 |
| Number of Non-Managed Accounts | $51,000 | 271 |
| Total fiduciary and related assets | $2,053,239,000 | 113 |
| Managed Assets ($) | $1,871,493,000 | 86 |
| Non-managed Assets ($) | $181,746,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,113,000 | 103 |
| 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 | $1,256,000 | 171 |
| Number of Managed Accounts | $1,205,000 | 132 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $2,053,603,000 | 115 |
| Managed Assets ($) | $1,870,513,000 | 88 |
| Non-managed Assets ($) | $183,090,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,950,000 | 107 |
| 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 | $1,265,000 | 175 |
| Number of Managed Accounts | $1,226,000 | 132 |
| Number of Non-Managed Accounts | $39,000 | 535 |
| Total fiduciary and related assets | $1,958,170,000 | 115 |
| Managed Assets ($) | $1,832,862,000 | 85 |
| Non-managed Assets ($) | $125,308,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,634,000 | 99 |
| 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 | $1,239,000 | 168 |
| Number of Managed Accounts | $1,203,000 | 132 |
| Number of Non-Managed Accounts | $36,000 | 280 |
| Total fiduciary and related assets | $1,954,873,000 | 113 |
| Managed Assets ($) | $1,842,834,000 | 83 |
| Non-managed Assets ($) | $112,039,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,609,000 | 99 |
| 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 | $1,263,000 | 164 |
| Number of Managed Accounts | $1,226,000 | 126 |
| Number of Non-Managed Accounts | $37,000 | 281 |
| Total fiduciary and related assets | $1,898,515,000 | 114 |
| Managed Assets ($) | $1,790,861,000 | 82 |
| Non-managed Assets ($) | $107,654,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,758,000 | 100 |
| 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 | $1,236,000 | 164 |
| Number of Managed Accounts | $1,203,000 | 129 |
| Number of Non-Managed Accounts | $33,000 | 281 |
| Total fiduciary and related assets | $1,933,581,000 | 111 |
| Managed Assets ($) | $1,823,739,000 | 84 |
| Non-managed Assets ($) | $109,842,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,826,000 | 99 |
| 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 | $1,258,000 | 170 |
| Number of Managed Accounts | $1,215,000 | 130 |
| Number of Non-Managed Accounts | $43,000 | 518 |
| Total fiduciary and related assets | $1,893,828,000 | 108 |
| Managed Assets ($) | $1,775,678,000 | 85 |
| Non-managed Assets ($) | $118,150,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,227,000 | 89 |
| 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 | $1,258,000 | 162 |
| Number of Managed Accounts | $1,205,000 | 131 |
| Number of Non-Managed Accounts | $53,000 | 267 |
| Total fiduciary and related assets | $1,817,446,000 | 112 |
| Managed Assets ($) | $1,700,132,000 | 86 |
| Non-managed Assets ($) | $117,314,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,474,000 | 89 |
| 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 | $1,273,000 | 164 |
| Number of Managed Accounts | $1,206,000 | 132 |
| Number of Non-Managed Accounts | $67,000 | 244 |
| Total fiduciary and related assets | $1,996,036,000 | 107 |
| Managed Assets ($) | $1,871,051,000 | 85 |
| Non-managed Assets ($) | $124,985,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,715,000 | 90 |
| 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 | $1,287,000 | 157 |
| Number of Managed Accounts | $1,224,000 | 124 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $1,998,698,000 | 106 |
| Managed Assets ($) | $1,875,202,000 | 84 |
| Non-managed Assets ($) | $123,496,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,856,000 | 88 |
| 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 | $1,294,000 | 171 |
| Number of Managed Accounts | $1,231,000 | 129 |
| Number of Non-Managed Accounts | $63,000 | 446 |
| Total fiduciary and related assets | $1,997,954,000 | 106 |
| Managed Assets ($) | $1,875,987,000 | 84 |
| Non-managed Assets ($) | $121,967,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,330,000 | 95 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,313,000 | 156 |
| Number of Managed Accounts | $1,248,000 | 122 |
| Number of Non-Managed Accounts | $65,000 | 242 |
| Total fiduciary and related assets | $1,945,400,000 | 108 |
| Managed Assets ($) | $1,825,705,000 | 82 |
| Non-managed Assets ($) | $119,695,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,579,000 | 98 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,111,000 | 181 |
| Number of Managed Accounts | $1,039,000 | 138 |
| Number of Non-Managed Accounts | $72,000 | 236 |
| Total fiduciary and related assets | $1,584,915,000 | 115 |
| Managed Assets ($) | $1,466,996,000 | 85 |
| Non-managed Assets ($) | $117,919,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,045,000 | 103 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,110,000 | 183 |
| Number of Managed Accounts | $1,028,000 | 142 |
| Number of Non-Managed Accounts | $82,000 | 224 |
| Total fiduciary and related assets | $1,624,663,000 | 117 |
| Managed Assets ($) | $1,510,739,000 | 86 |
| Non-managed Assets ($) | $113,924,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,965,000 | 105 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,135,000 | 191 |
| Number of Managed Accounts | $1,035,000 | 145 |
| Number of Non-Managed Accounts | $100,000 | 347 |
| Total fiduciary and related assets | $1,568,068,000 | 118 |
| Managed Assets ($) | $1,427,612,000 | 88 |
| Non-managed Assets ($) | $140,456,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,443,000 | 107 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 171 |
| Number of Managed Accounts | $1,045,000 | 140 |
| Number of Non-Managed Accounts | $147,000 | 181 |
| Total fiduciary and related assets | $1,538,430,000 | 120 |
| Managed Assets ($) | $1,384,993,000 | 90 |
| Non-managed Assets ($) | $153,437,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,493,000 | 107 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,209,000 | 173 |
| Number of Managed Accounts | $1,041,000 | 148 |
| Number of Non-Managed Accounts | $168,000 | 175 |
| Total fiduciary and related assets | $1,426,763,000 | 124 |
| Managed Assets ($) | $1,276,199,000 | 93 |
| Non-managed Assets ($) | $150,564,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,632,000 | 108 |
| 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 | $1,192,000 | 176 |
| Number of Managed Accounts | $1,054,000 | 149 |
| Number of Non-Managed Accounts | $138,000 | 188 |
| Total fiduciary and related assets | $1,379,172,000 | 123 |
| Managed Assets ($) | $1,239,817,000 | 93 |
| Non-managed Assets ($) | $139,355,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,575,000 | 121 |
| 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 | $1,218,000 | 186 |
| Number of Managed Accounts | $1,068,000 | 148 |
| Number of Non-Managed Accounts | $150,000 | 270 |
| Total fiduciary and related assets | $1,516,792,000 | 122 |
| Managed Assets ($) | $1,366,290,000 | 91 |
| Non-managed Assets ($) | $150,502,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,905,000 | 115 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,249,000 | 167 |
| Number of Managed Accounts | $1,091,000 | 141 |
| Number of Non-Managed Accounts | $158,000 | 186 |
| Total fiduciary and related assets | $1,606,507,000 | 121 |
| Managed Assets ($) | $1,458,237,000 | 94 |
| Non-managed Assets ($) | $148,270,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,375,000 | 112 |
| 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 | $1,290,000 | 165 |
| Number of Managed Accounts | $1,121,000 | 139 |
| Number of Non-Managed Accounts | $169,000 | 183 |
| Total fiduciary and related assets | $1,721,967,000 | 122 |
| Managed Assets ($) | $1,569,790,000 | 95 |
| Non-managed Assets ($) | $152,177,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,350,000 | 115 |
| 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 | $1,325,000 | 163 |
| Number of Managed Accounts | $1,150,000 | 134 |
| Number of Non-Managed Accounts | $175,000 | 177 |
| Total fiduciary and related assets | $1,809,920,000 | 123 |
| Managed Assets ($) | $1,656,220,000 | 97 |
| Non-managed Assets ($) | $153,700,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,220,000 | 112 |
| 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 | $1,375,000 | 165 |
| Number of Managed Accounts | $1,199,000 | 134 |
| Number of Non-Managed Accounts | $176,000 | 254 |
| Total fiduciary and related assets | $2,098,011,000 | 117 |
| Managed Assets ($) | $1,935,792,000 | 89 |
| Non-managed Assets ($) | $162,219,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,445,000 | 98 |
| 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 | $1,414,000 | 151 |
| Number of Managed Accounts | $1,245,000 | 129 |
| Number of Non-Managed Accounts | $169,000 | 175 |
| Total fiduciary and related assets | $2,188,370,000 | 116 |
| Managed Assets ($) | $2,043,807,000 | 86 |
| Non-managed Assets ($) | $144,563,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,345,000 | 95 |
| 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 | $1,435,000 | 153 |
| Number of Managed Accounts | $1,259,000 | 129 |
| Number of Non-Managed Accounts | $176,000 | 177 |
| Total fiduciary and related assets | $2,177,891,000 | 122 |
| Managed Assets ($) | $2,032,379,000 | 85 |
| Non-managed Assets ($) | $145,512,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,855,000 | 96 |
| 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 | $1,437,000 | 150 |
| Number of Managed Accounts | $1,280,000 | 125 |
| Number of Non-Managed Accounts | $157,000 | 191 |
| Total fiduciary and related assets | $2,174,300,000 | 117 |
| Managed Assets ($) | $2,046,241,000 | 81 |
| Non-managed Assets ($) | $128,059,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,189,000 | 92 |
| 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 | $1,434,000 | 160 |
| Number of Managed Accounts | $1,273,000 | 125 |
| Number of Non-Managed Accounts | $161,000 | 271 |
| Total fiduciary and related assets | $1,459,648,000 | 145 |
| Managed Assets ($) | $1,332,164,000 | 107 |
| Non-managed Assets ($) | $127,484,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,895,000 | 125 |
| 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 | $782,000 | 252 |
| Number of Managed Accounts | $695,000 | 213 |
| Number of Non-Managed Accounts | $87,000 | 242 |
| Total fiduciary and related assets | $1,094,707,000 | 178 |
| Managed Assets ($) | $963,368,000 | 138 |
| Non-managed Assets ($) | $131,339,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,191,000 | 150 |
| 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 | $804,000 | 249 |
| Number of Managed Accounts | $714,000 | 213 |
| Number of Non-Managed Accounts | $90,000 | 249 |
| Total fiduciary and related assets | $1,067,070,000 | 180 |
| Managed Assets ($) | $934,290,000 | 137 |
| Non-managed Assets ($) | $132,780,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 155 |
| 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 | $801,000 | 250 |
| Number of Managed Accounts | $710,000 | 214 |
| Number of Non-Managed Accounts | $91,000 | 249 |
| Total fiduciary and related assets | $1,073,633,000 | 180 |
| Managed Assets ($) | $936,769,000 | 141 |
| Non-managed Assets ($) | $136,864,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 153 |
| 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 | $801,000 | 272 |
| Number of Managed Accounts | $711,000 | 223 |
| Number of Non-Managed Accounts | $90,000 | 404 |
| Total fiduciary and related assets | $980,263,000 | 188 |
| Managed Assets ($) | $852,479,000 | 150 |
| Non-managed Assets ($) | $127,784,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,814,000 | 145 |
| 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 | $783,000 | 247 |
| Number of Managed Accounts | $693,000 | 212 |
| Number of Non-Managed Accounts | $90,000 | 250 |
| Total fiduciary and related assets | $989,817,000 | 183 |
| Managed Assets ($) | $861,191,000 | 145 |
| Non-managed Assets ($) | $128,626,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,348,000 | 144 |
| 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 | $759,000 | 252 |
| Number of Managed Accounts | $670,000 | 216 |
| Number of Non-Managed Accounts | $89,000 | 252 |
| Total fiduciary and related assets | $973,204,000 | 179 |
| Managed Assets ($) | $850,891,000 | 141 |
| Non-managed Assets ($) | $122,313,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,652,000 | 154 |
| 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 | $745,000 | 256 |
| Number of Managed Accounts | $670,000 | 216 |
| Number of Non-Managed Accounts | $75,000 | 269 |
| Total fiduciary and related assets | $897,248,000 | 193 |
| Managed Assets ($) | $840,961,000 | 141 |
| Non-managed Assets ($) | $56,287,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 152 |
| 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 | $746,000 | 280 |
| Number of Managed Accounts | $672,000 | 225 |
| Number of Non-Managed Accounts | $74,000 | 485 |
| Total fiduciary and related assets | $951,150,000 | 187 |
| Managed Assets ($) | $916,484,000 | 131 |
| Non-managed Assets ($) | $34,666,000 | 404 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,421,000 | 146 |
| 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 | $748,000 | 249 |
| Number of Managed Accounts | $661,000 | 215 |
| Number of Non-Managed Accounts | $87,000 | 261 |
| Total fiduciary and related assets | $764,412,000 | 200 |
| Managed Assets ($) | $714,421,000 | 151 |
| Non-managed Assets ($) | $49,991,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,185,000 | 142 |
| 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 | $764,000 | 252 |
| Number of Managed Accounts | $671,000 | 209 |
| Number of Non-Managed Accounts | $93,000 | 263 |
| Total fiduciary and related assets | $755,721,000 | 207 |
| Managed Assets ($) | $705,020,000 | 149 |
| Non-managed Assets ($) | $50,701,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,757,000 | 145 |
| 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 | $771,000 | 252 |
| Number of Managed Accounts | $668,000 | 209 |
| Number of Non-Managed Accounts | $103,000 | 260 |
| Total fiduciary and related assets | $762,084,000 | 204 |
| Managed Assets ($) | $704,188,000 | 153 |
| Non-managed Assets ($) | $57,896,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,259,000 | 154 |
| 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 | $784,000 | 289 |
| Number of Managed Accounts | $686,000 | 224 |
| Number of Non-Managed Accounts | $98,000 | 436 |
| Total fiduciary and related assets | $733,781,000 | 212 |
| Managed Assets ($) | $675,316,000 | 160 |
| Non-managed Assets ($) | $58,465,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,024,000 | 152 |
| 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 | $788,000 | 262 |
| Number of Managed Accounts | $695,000 | 216 |
| Number of Non-Managed Accounts | $93,000 | 278 |
| Total fiduciary and related assets | $715,531,000 | 221 |
| Managed Assets ($) | $661,457,000 | 168 |
| Non-managed Assets ($) | $54,074,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,941,000 | 155 |
| 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 | $787,000 | 267 |
| Number of Managed Accounts | $709,000 | 210 |
| Number of Non-Managed Accounts | $78,000 | 298 |
| Total fiduciary and related assets | $656,134,000 | 235 |
| Managed Assets ($) | $613,998,000 | 178 |
| Non-managed Assets ($) | $42,136,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,503,000 | 164 |
| 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 | $313,000 | 392 |
| Number of Managed Accounts | $244,000 | 357 |
| Number of Non-Managed Accounts | $69,000 | 308 |
| Total fiduciary and related assets | $422,988,000 | 281 |
| Managed Assets ($) | $383,231,000 | 228 |
| Non-managed Assets ($) | $39,757,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 256 |
| 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 | $310,000 | 561 |
| Number of Managed Accounts | $239,000 | 497 |
| Number of Non-Managed Accounts | $71,000 | 527 |
| Total fiduciary and related assets | $429,733,000 | 281 |
| Managed Assets ($) | $389,360,000 | 225 |
| Non-managed Assets ($) | $40,373,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,355,000 | 259 |
| 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 | $558,000 | 354 |
| Number of Managed Accounts | $406,000 | 336 |
| Number of Non-Managed Accounts | $152,000 | 330 |
| Total fiduciary and related assets | $527,083,000 | 239 |
| Managed Assets ($) | $447,525,000 | 201 |
| Non-managed Assets ($) | $79,558,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,309,000 | 367 |
| 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 | $1,705,000 | 312 |
| 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 | $1,722,000 | 348 |
| 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 | $1,495,000 | 377 |
| 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 | $1,462,000 | 384 |
| 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 | $1,385,000 | 429 |
| 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 | $1,266,000 | 477 |
| 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 | $1,086,000 | 508 |
| 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 | $984,000 | 546 |
| 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 | $937,000 | 568 |