Home > BankChampaign > Fiduciary and Related Services
BankChampaign, 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 | $553,000 | 353 |
| Number of Managed Accounts | $487,000 | 324 |
| Number of Non-Managed Accounts | $66,000 | 326 |
| Total fiduciary and related assets | $223,513,000 | 459 |
| Managed Assets ($) | $155,439,000 | 477 |
| Non-managed Assets ($) | $68,074,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,907,000 | 411 |
| 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 | $548,000 | 293 |
| Number of Managed Accounts | $482,000 | 271 |
| Number of Non-Managed Accounts | $66,000 | 230 |
| Total fiduciary and related assets | $217,763,000 | 356 |
| Managed Assets ($) | $150,626,000 | 345 |
| Non-managed Assets ($) | $67,137,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 421 |
| 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 | $547,000 | 337 |
| Number of Managed Accounts | $479,000 | 306 |
| Number of Non-Managed Accounts | $68,000 | 252 |
| Total fiduciary and related assets | $218,560,000 | 429 |
| Managed Assets ($) | $151,643,000 | 414 |
| Non-managed Assets ($) | $66,917,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $850,000 | 414 |
| 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 | $544,000 | 302 |
| Number of Managed Accounts | $478,000 | 278 |
| Number of Non-Managed Accounts | $66,000 | 235 |
| Total fiduciary and related assets | $217,701,000 | 367 |
| Managed Assets ($) | $152,501,000 | 353 |
| Non-managed Assets ($) | $65,200,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 429 |
| 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 | $548,000 | 360 |
| Number of Managed Accounts | $479,000 | 331 |
| Number of Non-Managed Accounts | $69,000 | 322 |
| Total fiduciary and related assets | $221,277,000 | 464 |
| Managed Assets ($) | $153,882,000 | 473 |
| Non-managed Assets ($) | $67,395,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,960,000 | 419 |
| 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 | $612,000 | 297 |
| Number of Managed Accounts | $512,000 | 278 |
| Number of Non-Managed Accounts | $100,000 | 202 |
| Total fiduciary and related assets | $206,058,000 | 382 |
| Managed Assets ($) | $139,775,000 | 368 |
| Non-managed Assets ($) | $66,283,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 418 |
| 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 | $630,000 | 284 |
| Number of Managed Accounts | $569,000 | 265 |
| Number of Non-Managed Accounts | $61,000 | 245 |
| Total fiduciary and related assets | $236,948,000 | 403 |
| Managed Assets ($) | $175,229,000 | 393 |
| Non-managed Assets ($) | $61,719,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,036,000 | 370 |
| 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 | $643,000 | 255 |
| Number of Managed Accounts | $578,000 | 245 |
| Number of Non-Managed Accounts | $65,000 | 213 |
| Total fiduciary and related assets | $256,859,000 | 336 |
| Managed Assets ($) | $192,539,000 | 326 |
| Non-managed Assets ($) | $64,320,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $525,000 | 372 |
| 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 | $625,000 | 295 |
| Number of Managed Accounts | $576,000 | 269 |
| Number of Non-Managed Accounts | $49,000 | 380 |
| Total fiduciary and related assets | $255,287,000 | 418 |
| Managed Assets ($) | $189,632,000 | 418 |
| Non-managed Assets ($) | $65,655,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,935,000 | 376 |
| 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 | $614,000 | 263 |
| Number of Managed Accounts | $565,000 | 245 |
| Number of Non-Managed Accounts | $49,000 | 237 |
| Total fiduciary and related assets | $239,690,000 | 331 |
| Managed Assets ($) | $182,172,000 | 317 |
| Non-managed Assets ($) | $57,518,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,348,000 | 385 |
| 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 | $607,000 | 288 |
| Number of Managed Accounts | $558,000 | 269 |
| Number of Non-Managed Accounts | $49,000 | 263 |
| Total fiduciary and related assets | $237,617,000 | 397 |
| Managed Assets ($) | $179,435,000 | 377 |
| Non-managed Assets ($) | $58,182,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 385 |
| 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 | $603,000 | 264 |
| Number of Managed Accounts | $552,000 | 250 |
| Number of Non-Managed Accounts | $51,000 | 237 |
| Total fiduciary and related assets | $236,024,000 | 333 |
| Managed Assets ($) | $175,827,000 | 318 |
| Non-managed Assets ($) | $60,197,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $443,000 | 385 |
| 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 | $693,000 | 278 |
| Number of Managed Accounts | $548,000 | 276 |
| Number of Non-Managed Accounts | $145,000 | 199 |
| Total fiduciary and related assets | $223,925,000 | 422 |
| Managed Assets ($) | $164,406,000 | 420 |
| Non-managed Assets ($) | $59,519,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,748,000 | 374 |
| 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 | $684,000 | 250 |
| Number of Managed Accounts | $548,000 | 249 |
| Number of Non-Managed Accounts | $136,000 | 161 |
| Total fiduciary and related assets | $215,059,000 | 333 |
| Managed Assets ($) | $159,216,000 | 318 |
| Non-managed Assets ($) | $55,843,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,233,000 | 379 |
| 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 | $682,000 | 266 |
| Number of Managed Accounts | $549,000 | 269 |
| Number of Non-Managed Accounts | $133,000 | 174 |
| Total fiduciary and related assets | $210,799,000 | 389 |
| Managed Assets ($) | $156,712,000 | 371 |
| Non-managed Assets ($) | $54,087,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $833,000 | 378 |
| 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 | $672,000 | 250 |
| Number of Managed Accounts | $548,000 | 248 |
| Number of Non-Managed Accounts | $124,000 | 175 |
| Total fiduciary and related assets | $192,654,000 | 337 |
| Managed Assets ($) | $143,223,000 | 320 |
| Non-managed Assets ($) | $49,431,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 378 |
| 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 | $679,000 | 280 |
| Number of Managed Accounts | $556,000 | 272 |
| Number of Non-Managed Accounts | $123,000 | 240 |
| Total fiduciary and related assets | $216,336,000 | 419 |
| Managed Assets ($) | $163,477,000 | 416 |
| Non-managed Assets ($) | $52,859,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,634,000 | 380 |
| 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 | $714,000 | 245 |
| Number of Managed Accounts | $558,000 | 246 |
| Number of Non-Managed Accounts | $156,000 | 155 |
| Total fiduciary and related assets | $207,581,000 | 340 |
| Managed Assets ($) | $155,140,000 | 323 |
| Non-managed Assets ($) | $52,441,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,249,000 | 379 |
| 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 | $725,000 | 253 |
| Number of Managed Accounts | $566,000 | 257 |
| Number of Non-Managed Accounts | $159,000 | 156 |
| Total fiduciary and related assets | $206,676,000 | 380 |
| Managed Assets ($) | $154,303,000 | 357 |
| Non-managed Assets ($) | $52,373,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $833,000 | 380 |
| 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 | $719,000 | 257 |
| Number of Managed Accounts | $564,000 | 259 |
| Number of Non-Managed Accounts | $155,000 | 162 |
| Total fiduciary and related assets | $204,065,000 | 386 |
| Managed Assets ($) | $152,592,000 | 359 |
| Non-managed Assets ($) | $51,473,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $416,000 | 379 |
| 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 | $739,000 | 265 |
| Number of Managed Accounts | $564,000 | 267 |
| Number of Non-Managed Accounts | $175,000 | 187 |
| Total fiduciary and related assets | $194,412,000 | 434 |
| Managed Assets ($) | $145,598,000 | 418 |
| Non-managed Assets ($) | $48,814,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,585,000 | 389 |
| 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 | $749,000 | 251 |
| Number of Managed Accounts | $559,000 | 255 |
| Number of Non-Managed Accounts | $190,000 | 148 |
| Total fiduciary and related assets | $202,953,000 | 388 |
| Managed Assets ($) | $152,809,000 | 364 |
| Non-managed Assets ($) | $50,144,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 396 |
| 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 | $752,000 | 254 |
| Number of Managed Accounts | $565,000 | 258 |
| Number of Non-Managed Accounts | $187,000 | 149 |
| Total fiduciary and related assets | $199,706,000 | 391 |
| Managed Assets ($) | $149,388,000 | 368 |
| Non-managed Assets ($) | $50,318,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 395 |
| 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 | $750,000 | 256 |
| Number of Managed Accounts | $561,000 | 257 |
| Number of Non-Managed Accounts | $189,000 | 150 |
| Total fiduciary and related assets | $198,240,000 | 394 |
| Managed Assets ($) | $147,621,000 | 373 |
| Non-managed Assets ($) | $50,619,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 400 |
| 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 | $742,000 | 275 |
| Number of Managed Accounts | $553,000 | 273 |
| Number of Non-Managed Accounts | $189,000 | 187 |
| Total fiduciary and related assets | $200,000,000 | 440 |
| Managed Assets ($) | $149,013,000 | 428 |
| Non-managed Assets ($) | $50,987,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 394 |
| 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 | $739,000 | 259 |
| Number of Managed Accounts | $551,000 | 259 |
| Number of Non-Managed Accounts | $188,000 | 151 |
| Total fiduciary and related assets | $197,077,000 | 387 |
| Managed Assets ($) | $147,119,000 | 366 |
| Non-managed Assets ($) | $49,958,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 398 |
| 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 | $733,000 | 262 |
| Number of Managed Accounts | $542,000 | 261 |
| Number of Non-Managed Accounts | $191,000 | 150 |
| Total fiduciary and related assets | $189,333,000 | 388 |
| Managed Assets ($) | $142,526,000 | 367 |
| Non-managed Assets ($) | $46,807,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 396 |
| 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 | $713,000 | 266 |
| Number of Managed Accounts | $532,000 | 264 |
| Number of Non-Managed Accounts | $181,000 | 150 |
| Total fiduciary and related assets | $179,423,000 | 392 |
| Managed Assets ($) | $131,929,000 | 371 |
| Non-managed Assets ($) | $47,494,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 397 |
| 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 | $687,000 | 286 |
| Number of Managed Accounts | $521,000 | 278 |
| Number of Non-Managed Accounts | $166,000 | 201 |
| Total fiduciary and related assets | $171,567,000 | 468 |
| Managed Assets ($) | $127,794,000 | 448 |
| Non-managed Assets ($) | $43,773,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 394 |
| 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 | $662,000 | 274 |
| Number of Managed Accounts | $501,000 | 270 |
| Number of Non-Managed Accounts | $161,000 | 160 |
| Total fiduciary and related assets | $170,703,000 | 396 |
| Managed Assets ($) | $123,137,000 | 371 |
| Non-managed Assets ($) | $47,566,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 390 |
| 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 | $646,000 | 279 |
| Number of Managed Accounts | $493,000 | 271 |
| Number of Non-Managed Accounts | $153,000 | 169 |
| Total fiduciary and related assets | $169,515,000 | 397 |
| Managed Assets ($) | $122,661,000 | 373 |
| Non-managed Assets ($) | $46,854,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $725,000 | 393 |
| 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 | $651,000 | 280 |
| Number of Managed Accounts | $498,000 | 272 |
| Number of Non-Managed Accounts | $153,000 | 171 |
| Total fiduciary and related assets | $168,802,000 | 397 |
| Managed Assets ($) | $122,799,000 | 375 |
| Non-managed Assets ($) | $46,003,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,000 | 390 |
| 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 | $653,000 | 294 |
| Number of Managed Accounts | $503,000 | 279 |
| Number of Non-Managed Accounts | $150,000 | 228 |
| Total fiduciary and related assets | $166,398,000 | 466 |
| Managed Assets ($) | $121,715,000 | 455 |
| Non-managed Assets ($) | $44,683,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,442,000 | 396 |
| 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 | $645,000 | 280 |
| Number of Managed Accounts | $499,000 | 268 |
| Number of Non-Managed Accounts | $146,000 | 174 |
| Total fiduciary and related assets | $161,265,000 | 394 |
| Managed Assets ($) | $117,613,000 | 372 |
| Non-managed Assets ($) | $43,652,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $994,000 | 416 |
| 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 | $652,000 | 280 |
| Number of Managed Accounts | $502,000 | 268 |
| Number of Non-Managed Accounts | $150,000 | 170 |
| Total fiduciary and related assets | $149,280,000 | 400 |
| Managed Assets ($) | $123,657,000 | 374 |
| Non-managed Assets ($) | $25,623,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 418 |
| 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 | $649,000 | 283 |
| Number of Managed Accounts | $500,000 | 266 |
| Number of Non-Managed Accounts | $149,000 | 175 |
| Total fiduciary and related assets | $149,278,000 | 402 |
| Managed Assets ($) | $123,814,000 | 374 |
| Non-managed Assets ($) | $25,464,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $331,000 | 420 |
| 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 | $647,000 | 301 |
| Number of Managed Accounts | $502,000 | 282 |
| Number of Non-Managed Accounts | $145,000 | 241 |
| Total fiduciary and related assets | $143,162,000 | 505 |
| Managed Assets ($) | $118,640,000 | 477 |
| Non-managed Assets ($) | $24,522,000 | 443 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,306,000 | 421 |
| 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 | $632,000 | 282 |
| Number of Managed Accounts | $486,000 | 270 |
| Number of Non-Managed Accounts | $146,000 | 171 |
| Total fiduciary and related assets | $138,032,000 | 400 |
| Managed Assets ($) | $113,888,000 | 375 |
| Non-managed Assets ($) | $24,144,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 425 |
| 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 | $624,000 | 284 |
| Number of Managed Accounts | $477,000 | 274 |
| Number of Non-Managed Accounts | $147,000 | 166 |
| Total fiduciary and related assets | $137,588,000 | 400 |
| Managed Assets ($) | $114,301,000 | 375 |
| Non-managed Assets ($) | $23,287,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $638,000 | 425 |
| 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 | $601,000 | 290 |
| Number of Managed Accounts | $463,000 | 280 |
| Number of Non-Managed Accounts | $138,000 | 172 |
| Total fiduciary and related assets | $132,538,000 | 403 |
| Managed Assets ($) | $110,368,000 | 378 |
| Non-managed Assets ($) | $22,170,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 423 |
| 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 | $601,000 | 314 |
| Number of Managed Accounts | $455,000 | 297 |
| Number of Non-Managed Accounts | $146,000 | 239 |
| Total fiduciary and related assets | $132,668,000 | 516 |
| Managed Assets ($) | $109,673,000 | 484 |
| Non-managed Assets ($) | $22,995,000 | 454 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,214,000 | 414 |
| 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 | $592,000 | 286 |
| Number of Managed Accounts | $446,000 | 274 |
| Number of Non-Managed Accounts | $146,000 | 173 |
| Total fiduciary and related assets | $124,297,000 | 382 |
| Managed Assets ($) | $102,329,000 | 361 |
| Non-managed Assets ($) | $21,968,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 417 |
| 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 | $580,000 | 288 |
| Number of Managed Accounts | $438,000 | 275 |
| Number of Non-Managed Accounts | $142,000 | 178 |
| Total fiduciary and related assets | $120,013,000 | 384 |
| Managed Assets ($) | $99,082,000 | 361 |
| Non-managed Assets ($) | $20,931,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 422 |
| 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 | $729,000 | 262 |
| Number of Managed Accounts | $424,000 | 277 |
| Number of Non-Managed Accounts | $305,000 | 127 |
| Total fiduciary and related assets | $158,672,000 | 380 |
| Managed Assets ($) | $100,044,000 | 362 |
| Non-managed Assets ($) | $58,628,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $300,000 | 421 |
| 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 | $715,000 | 284 |
| Number of Managed Accounts | $409,000 | 313 |
| Number of Non-Managed Accounts | $306,000 | 160 |
| Total fiduciary and related assets | $151,668,000 | 476 |
| Managed Assets ($) | $94,042,000 | 502 |
| Non-managed Assets ($) | $57,626,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 426 |
| 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 | $710,000 | 258 |
| Number of Managed Accounts | $398,000 | 282 |
| Number of Non-Managed Accounts | $312,000 | 121 |
| Total fiduciary and related assets | $168,823,000 | 364 |
| Managed Assets ($) | $84,085,000 | 350 |
| Non-managed Assets ($) | $84,738,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 454 |
| 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 | $713,000 | 253 |
| Number of Managed Accounts | $398,000 | 279 |
| Number of Non-Managed Accounts | $315,000 | 122 |
| Total fiduciary and related assets | $137,822,000 | 364 |
| Managed Assets ($) | $82,954,000 | 348 |
| Non-managed Assets ($) | $54,868,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $500,000 | 450 |
| 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 | $706,000 | 256 |
| Number of Managed Accounts | $402,000 | 276 |
| Number of Non-Managed Accounts | $304,000 | 124 |
| Total fiduciary and related assets | $138,594,000 | 365 |
| Managed Assets ($) | $86,934,000 | 348 |
| Non-managed Assets ($) | $51,660,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $250,000 | 449 |
| 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 | $711,000 | 278 |
| Number of Managed Accounts | $401,000 | 325 |
| Number of Non-Managed Accounts | $310,000 | 158 |
| Total fiduciary and related assets | $129,605,000 | 496 |
| Managed Assets ($) | $79,905,000 | 522 |
| Non-managed Assets ($) | $49,700,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 411 |
| 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 | $676,000 | 259 |
| Number of Managed Accounts | $388,000 | 285 |
| Number of Non-Managed Accounts | $288,000 | 125 |
| Total fiduciary and related assets | $127,303,000 | 364 |
| Managed Assets ($) | $80,513,000 | 346 |
| Non-managed Assets ($) | $46,790,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $600,000 | 442 |
| 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 | $665,000 | 265 |
| Number of Managed Accounts | $367,000 | 291 |
| Number of Non-Managed Accounts | $298,000 | 125 |
| Total fiduciary and related assets | $132,407,000 | 372 |
| Managed Assets ($) | $80,734,000 | 349 |
| Non-managed Assets ($) | $51,673,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $400,000 | 450 |
| 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 | $575,000 | 287 |
| Number of Managed Accounts | $362,000 | 298 |
| Number of Non-Managed Accounts | $213,000 | 152 |
| Total fiduciary and related assets | $125,019,000 | 377 |
| Managed Assets ($) | $80,074,000 | 358 |
| Non-managed Assets ($) | $44,945,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $200,000 | 452 |
| 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 | $560,000 | 338 |
| Number of Managed Accounts | $336,000 | 373 |
| Number of Non-Managed Accounts | $224,000 | 199 |
| Total fiduciary and related assets | $115,840,000 | 531 |
| Managed Assets ($) | $71,050,000 | 569 |
| Non-managed Assets ($) | $44,790,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $781,000 | 453 |
| 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 | $495,000 | 489 |
| 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 | $330,000 | 493 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $165,000 | 499 |
| 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 | $403,000 | 427 |
| Number of Managed Accounts | $239,000 | 446 |
| Number of Non-Managed Accounts | $164,000 | 250 |
| Total fiduciary and related assets | $89,938,000 | 595 |
| Managed Assets ($) | $51,756,000 | 633 |
| Non-managed Assets ($) | $38,182,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $656,000 | 481 |
| 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 | $355,000 | 324 |
| Number of Managed Accounts | $228,000 | 309 |
| Number of Non-Managed Accounts | $127,000 | 193 |
| Total fiduciary and related assets | $59,555,000 | 375 |
| Managed Assets ($) | $49,985,000 | 347 |
| Non-managed Assets ($) | $9,570,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $428,000 | 517 |
| 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 | $368,000 | 327 |
| Number of Managed Accounts | $218,000 | 317 |
| Number of Non-Managed Accounts | $150,000 | 186 |
| Total fiduciary and related assets | $53,647,000 | 384 |
| Managed Assets ($) | $44,773,000 | 355 |
| Non-managed Assets ($) | $8,874,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000 | 518 |
| 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 | $364,000 | 327 |
| Number of Managed Accounts | $218,000 | 316 |
| Number of Non-Managed Accounts | $146,000 | 182 |
| Total fiduciary and related assets | $47,250,000 | 385 |
| Managed Assets ($) | $40,077,000 | 358 |
| Non-managed Assets ($) | $7,173,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,000 | 517 |
| 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 | $362,000 | 464 |
| Number of Managed Accounts | $220,000 | 486 |
| Number of Non-Managed Accounts | $142,000 | 281 |
| Total fiduciary and related assets | $49,243,000 | 738 |
| Managed Assets ($) | $42,029,000 | 677 |
| Non-managed Assets ($) | $7,214,000 | 664 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 505 |
| 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 | $360,000 | 343 |
| Number of Managed Accounts | $215,000 | 345 |
| Number of Non-Managed Accounts | $145,000 | 190 |
| Total fiduciary and related assets | $60,730,000 | 405 |
| Managed Assets ($) | $52,607,000 | 379 |
| Non-managed Assets ($) | $8,123,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $495,000 | 513 |
| 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 | $344,000 | 355 |
| Number of Managed Accounts | $198,000 | 351 |
| Number of Non-Managed Accounts | $146,000 | 195 |
| Total fiduciary and related assets | $66,325,000 | 412 |
| Managed Assets ($) | $57,170,000 | 384 |
| Non-managed Assets ($) | $9,155,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $330,000 | 523 |
| 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 | $330,000 | 364 |
| Number of Managed Accounts | $181,000 | 363 |
| Number of Non-Managed Accounts | $149,000 | 193 |
| Total fiduciary and related assets | $63,787,000 | 419 |
| Managed Assets ($) | $54,319,000 | 390 |
| Non-managed Assets ($) | $9,468,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $165,000 | 534 |
| 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 | $312,000 | 509 |
| Number of Managed Accounts | $165,000 | 583 |
| Number of Non-Managed Accounts | $147,000 | 287 |
| Total fiduciary and related assets | $61,379,000 | 738 |
| Managed Assets ($) | $51,437,000 | 680 |
| Non-managed Assets ($) | $9,942,000 | 651 |
| Memoranda | ||
| Gross Fiduciary activities income | $609,000 | 545 |
| 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 | $356,000 | 596 |
| 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 | $237,000 | 608 |
| 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 | $119,000 | 620 |
| 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 | $271,000 | 552 |
| Number of Managed Accounts | $146,000 | 619 |
| Number of Non-Managed Accounts | $125,000 | 321 |
| Total fiduciary and related assets | $54,251,000 | 770 |
| Managed Assets ($) | $42,940,000 | 711 |
| Non-managed Assets ($) | $11,311,000 | 625 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 607 |
| 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 | $263,000 | 665 |
| 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 | $175,000 | 670 |
| 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 | $88,000 | 673 |
| 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 | $251,000 | 593 |
| Number of Managed Accounts | $128,000 | 670 |
| Number of Non-Managed Accounts | $123,000 | 340 |
| Total fiduciary and related assets | $52,976,000 | 777 |
| Managed Assets ($) | $28,545,000 | 826 |
| Non-managed Assets ($) | $24,431,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $346,000 | 668 |
| 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 | $169,000 | 762 |
| 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 | $113,000 | 771 |
| 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 | $56,000 | 780 |
| 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 | $150,000 | 791 |
| Number of Managed Accounts | $51,000 | 933 |
| Number of Non-Managed Accounts | $99,000 | 409 |
| Total fiduciary and related assets | $30,818,000 | 900 |
| Managed Assets ($) | $10,476,000 | 1,047 |
| Non-managed Assets ($) | $20,342,000 | 503 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,000 | 779 |
| 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 | $131,000 | 817 |
| 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 | $87,000 | 828 |
| 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 | $44,000 | 835 |
| 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 | $159,000 | 783 |
| Number of Managed Accounts | $49,000 | 978 |
| Number of Non-Managed Accounts | $110,000 | 411 |
| Total fiduciary and related assets | $26,790,000 | 940 |
| Managed Assets ($) | $8,525,000 | 1,103 |
| Non-managed Assets ($) | $18,265,000 | 539 |
| Memoranda | ||
| Gross Fiduciary activities income | $150,000 | 875 |
| 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 | $131,000 | 843 |
| 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 | $87,000 | 848 |
| 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 | $44,000 | 845 |
| 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 | $133,000 | 851 |
| Number of Managed Accounts | $43,000 | 1,045 |
| Number of Non-Managed Accounts | $90,000 | 452 |
| Total fiduciary and related assets | $24,133,000 | 970 |
| Managed Assets ($) | $7,732,000 | 1,137 |
| Non-managed Assets ($) | $16,401,000 | 550 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 885 |
| 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 | $157,000 | 755 |
| Number of Managed Accounts | $53,000 | 966 |
| Number of Non-Managed Accounts | $104,000 | 398 |
| Total fiduciary and related assets | $42,510,000 | 790 |
| Managed Assets ($) | $23,454,000 | 827 |
| Non-managed Assets ($) | $19,056,000 | 516 |
| Memoranda | ||
| Gross Fiduciary activities income | $235,000 | 795 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |