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Blackhawk Bank, Fiduciary and Related Services

2023-09-30Rank
Fiduciary powers granted$01,485
Fiduciary power exercised$01,127
Fiduciary or related activity$01,071
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0375
Number of Managed Accounts$0366
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$0376
Managed Assets ($)$0366
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$0950
2023-03-31Rank
Fiduciary powers granted$01,519
Fiduciary power exercised$01,140
Fiduciary or related activity$01,085
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0384
Number of Managed Accounts$0375
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0384
Managed Assets ($)$0375
Non-managed Assets ($)$0373
Memoranda
Gross Fiduciary activities income$0913
2022-12-31Rank
Fiduciary powers granted$01,536
Fiduciary power exercised$01,156
Fiduciary or related activity$01,094
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,079
Number of Managed Accounts$01,021
Number of Non-Managed Accounts$0869
Total fiduciary and related assets$01,076
Managed Assets ($)$01,021
Non-managed Assets ($)$0864
Memoranda
Gross Fiduciary activities income$01,005
2022-09-30Rank
Fiduciary powers granted$01,538
Fiduciary power exercised$01,157
Fiduciary or related activity$01,097
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0399
Number of Managed Accounts$0389
Number of Non-Managed Accounts$0385
Total fiduciary and related assets$0399
Managed Assets ($)$0389
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$0968
2022-06-30Rank
Fiduciary powers granted$01,509
Fiduciary power exercised$01,125
Fiduciary or related activity$01,066
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0430
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0430
Managed Assets ($)$0422
Non-managed Assets ($)$0417
Memoranda
Gross Fiduciary activities income$0925
2022-03-31Rank
Fiduciary powers granted$01,515
Fiduciary power exercised$01,130
Fiduciary or related activity$01,072
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0359
Number of Managed Accounts$0350
Number of Non-Managed Accounts$0347
Total fiduciary and related assets$0358
Managed Assets ($)$0350
Non-managed Assets ($)$0346
Memoranda
Gross Fiduciary activities income$0892
2021-12-31Rank
Fiduciary powers granted$01,529
Fiduciary power exercised$01,136
Fiduciary or related activity$01,082
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,066
Number of Managed Accounts$01,005
Number of Non-Managed Accounts$0847
Total fiduciary and related assets$01,062
Managed Assets ($)$01,004
Non-managed Assets ($)$0841
Memoranda
Gross Fiduciary activities income$0994
2021-09-30Rank
Fiduciary powers granted$01,552
Fiduciary power exercised$01,156
Fiduciary or related activity$01,101
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0343
Number of Managed Accounts$0335
Number of Non-Managed Accounts$0330
Total fiduciary and related assets$0343
Managed Assets ($)$0335
Non-managed Assets ($)$0330
Memoranda
Gross Fiduciary activities income$0957
2021-06-30Rank
Fiduciary powers granted$01,564
Fiduciary power exercised$01,161
Fiduciary or related activity$01,108
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0396
Total fiduciary and related assets$0409
Managed Assets ($)$0401
Non-managed Assets ($)$0395
Memoranda
Gross Fiduciary activities income$0951
2021-03-31Rank
Fiduciary powers granted$01,574
Fiduciary power exercised$01,168
Fiduciary or related activity$01,114
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0345
Number of Managed Accounts$0337
Number of Non-Managed Accounts$0333
Total fiduciary and related assets$0345
Managed Assets ($)$0337
Non-managed Assets ($)$0332
Memoranda
Gross Fiduciary activities income$0922
2020-12-31Rank
Fiduciary powers granted$01,579
Fiduciary power exercised$01,171
Fiduciary or related activity$01,117
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,102
Number of Managed Accounts$01,038
Number of Non-Managed Accounts$0874
Total fiduciary and related assets$01,099
Managed Assets ($)$01,038
Non-managed Assets ($)$0869
Memoranda
Gross Fiduciary activities income$01,030
2020-09-30Rank
Fiduciary powers granted$01,597
Fiduciary power exercised$01,188
Fiduciary or related activity$01,133
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0346
Number of Managed Accounts$0338
Number of Non-Managed Accounts$0335
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Non-managed Assets ($)$0335
Memoranda
Gross Fiduciary activities income$0981
2020-06-30Rank
Fiduciary powers granted$01,610
Fiduciary power exercised$01,198
Fiduciary or related activity$01,142
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0406
Managed Assets ($)$0397
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$0970
2020-03-31Rank
Fiduciary powers granted$01,620
Fiduciary power exercised$01,206
Fiduciary or related activity$01,146
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0351
Number of Managed Accounts$0342
Number of Non-Managed Accounts$0338
Total fiduciary and related assets$0351
Managed Assets ($)$0342
Non-managed Assets ($)$0338
Memoranda
Gross Fiduciary activities income$0941
2019-12-31Rank
Fiduciary powers granted$01,628
Fiduciary power exercised$01,208
Fiduciary or related activity$01,148
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,133
Number of Managed Accounts$01,068
Number of Non-Managed Accounts$0902
Total fiduciary and related assets$01,131
Managed Assets ($)$01,068
Non-managed Assets ($)$0897
Memoranda
Gross Fiduciary activities income$01,051
2019-09-30Rank
Fiduciary powers granted$01,648
Fiduciary power exercised$01,228
Fiduciary or related activity$01,167
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0357
Number of Managed Accounts$0349
Number of Non-Managed Accounts$0341
Total fiduciary and related assets$0357
Managed Assets ($)$0349
Non-managed Assets ($)$0341
Memoranda
Gross Fiduciary activities income$01,014
2019-06-30Rank
Fiduciary powers granted$01,657
Fiduciary power exercised$01,234
Fiduciary or related activity$01,176
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0387
Number of Non-Managed Accounts$0381
Total fiduciary and related assets$0395
Managed Assets ($)$0387
Non-managed Assets ($)$0381
Memoranda
Gross Fiduciary activities income$01,004
2019-03-31Rank
Fiduciary powers granted$01,675
Fiduciary power exercised$01,248
Fiduciary or related activity$01,187
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0402
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0402
Managed Assets ($)$0393
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$0972
2018-12-31Rank
Fiduciary powers granted$01,686
Fiduciary power exercised$01,261
Fiduciary or related activity$01,197
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,176
Number of Managed Accounts$01,111
Number of Non-Managed Accounts$0932
Total fiduciary and related assets$01,172
Managed Assets ($)$01,111
Non-managed Assets ($)$0927
Memoranda
Gross Fiduciary activities income$01,098
2018-09-30Rank
Fiduciary powers granted$01,697
Fiduciary power exercised$01,272
Fiduciary or related activity$01,206
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0405
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0405
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,048
2018-06-30Rank
Fiduciary powers granted$01,715
Fiduciary power exercised$01,278
Fiduciary or related activity$01,212
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0407
Number of Managed Accounts$0398
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0407
Managed Assets ($)$0398
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$01,037
2018-03-31Rank
Fiduciary powers granted$01,725
Fiduciary power exercised$01,283
Fiduciary or related activity$01,216
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0399
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0410
Managed Assets ($)$0398
Non-managed Assets ($)$0394
Memoranda
Gross Fiduciary activities income$01,003
2017-12-31Rank
Fiduciary powers granted$01,747
Fiduciary power exercised$01,294
Fiduciary or related activity$01,226
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,212
Number of Managed Accounts$01,139
Number of Non-Managed Accounts$0965
Total fiduciary and related assets$01,208
Managed Assets ($)$01,139
Non-managed Assets ($)$0958
Memoranda
Gross Fiduciary activities income$01,137
2017-09-30Rank
Fiduciary powers granted$01,762
Fiduciary power exercised$01,315
Fiduciary or related activity$01,245
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0401
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0401
Managed Assets ($)$0391
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$01,093
2017-06-30Rank
Fiduciary powers granted$01,775
Fiduciary power exercised$01,324
Fiduciary or related activity$01,254
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0403
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0403
Managed Assets ($)$0393
Non-managed Assets ($)$0386
Memoranda
Gross Fiduciary activities income$01,079
2017-03-31Rank
Fiduciary powers granted$01,785
Fiduciary power exercised$01,331
Fiduciary or related activity$01,257
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0396
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$0406
Managed Assets ($)$0396
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,045
2016-12-31Rank
Fiduciary powers granted$01,806
Fiduciary power exercised$01,344
Fiduciary or related activity$01,266
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,255
Number of Managed Accounts$01,181
Number of Non-Managed Accounts$0999
Total fiduciary and related assets$01,251
Managed Assets ($)$01,181
Non-managed Assets ($)$0989
Memoranda
Gross Fiduciary activities income$01,172
2016-09-30Rank
Fiduciary powers granted$01,823
Fiduciary power exercised$01,357
Fiduciary or related activity$01,276
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0402
Number of Non-Managed Accounts$0399
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,132
2016-06-30Rank
Fiduciary powers granted$01,836
Fiduciary power exercised$01,364
Fiduciary or related activity$01,280
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0419
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,122
2016-03-31Rank
Fiduciary powers granted$01,848
Fiduciary power exercised$01,365
Fiduciary or related activity$01,284
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,076
2015-12-31Rank
Fiduciary powers granted$01,858
Fiduciary power exercised$01,380
Fiduciary or related activity$01,298
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,287
Number of Managed Accounts$01,209
Number of Non-Managed Accounts$01,030
Total fiduciary and related assets$01,283
Managed Assets ($)$01,209
Non-managed Assets ($)$01,021
Memoranda
Gross Fiduciary activities income$01,209
2015-09-30Rank
Fiduciary powers granted$01,874
Fiduciary power exercised$01,396
Fiduciary or related activity$01,321
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0398
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$01,169
2015-06-30Rank
Fiduciary powers granted$01,891
Fiduciary power exercised$01,407
Fiduciary or related activity$01,331
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0420
Number of Managed Accounts$0405
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Non-managed Assets ($)$0401
Memoranda
Gross Fiduciary activities income$01,152
2015-03-31Rank
Fiduciary powers granted$01,902
Fiduciary power exercised$01,419
Fiduciary or related activity$01,341
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,118
2014-12-31Rank
Fiduciary powers granted$01,926
Fiduciary power exercised$01,438
Fiduciary or related activity$01,359
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,347
Number of Managed Accounts$01,260
Number of Non-Managed Accounts$01,082
Total fiduciary and related assets$01,343
Managed Assets ($)$01,260
Non-managed Assets ($)$01,074
Memoranda
Gross Fiduciary activities income$01,256
2014-09-30Rank
Fiduciary powers granted$01,945
Fiduciary power exercised$01,453
Fiduciary or related activity$01,375
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0402
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Non-managed Assets ($)$0400
Memoranda
Gross Fiduciary activities income$01,202
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,460
Fiduciary or related activity$01,383
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$01,182
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,465
Fiduciary or related activity$01,386
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0424
Number of Managed Accounts$0411
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$01,141
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,475
Fiduciary or related activity$01,398
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,388
Number of Managed Accounts$01,300
Number of Non-Managed Accounts$01,110
Total fiduciary and related assets$01,383
Managed Assets ($)$01,299
Non-managed Assets ($)$01,098
Memoranda
Gross Fiduciary activities income$01,299
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,490
Fiduciary or related activity$01,408
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$01,238
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,497
Fiduciary or related activity$01,413
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,226
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,507
Fiduciary or related activity$01,423
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0400
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,171
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,510
Fiduciary or related activity$01,426
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,418
Number of Managed Accounts$01,332
Number of Non-Managed Accounts$01,135
Total fiduciary and related assets$01,414
Managed Assets ($)$01,331
Non-managed Assets ($)$01,126
Memoranda
Gross Fiduciary activities income$01,334
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,540
Fiduciary or related activity$01,460
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$01,274
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,545
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$01,262
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,544
Fiduciary or related activity$01,466
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$01,204
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,550
Fiduciary or related activity$01,476
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,466
Number of Managed Accounts$01,373
Number of Non-Managed Accounts$01,166
Total fiduciary and related assets$01,461
Managed Assets ($)$01,372
Non-managed Assets ($)$01,160
Memoranda
Gross Fiduciary activities income$01,311
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,576
Fiduciary or related activity$01,500
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities income$01,257
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,589
Fiduciary or related activity$01,512
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities income$01,239
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,606
Fiduciary or related activity$01,531
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$01,199
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,631
Fiduciary or related activity$01,555
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,541
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$01,219
Total fiduciary and related assets$01,537
Managed Assets ($)$01,439
Non-managed Assets ($)$01,212
Memoranda
Gross Fiduciary activities income$01,380
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,644
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0412
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$01,319
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,653
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0414
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0394
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,300
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,664
Fiduciary or related activity$01,585
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0421
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0401
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities income$01,246
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,675
Fiduciary or related activity$01,593
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,585
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$01,248
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Non-managed Assets ($)$01,242
Memoranda
Gross Fiduciary activities income$01,390
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,685
Fiduciary or related activity$01,605
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$01,353
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$01,340
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$01,285
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,0001,574
Number of Managed Accounts$1,0001,456
Number of Non-Managed Accounts$01,251
Total fiduciary and related assets$1,868,0001,331
Managed Assets ($)$1,868,0001,259
Non-managed Assets ($)$01,241
Memoranda
Gross Fiduciary activities income$6,0001,269
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities income$6,0001,224
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities income$6,0001,200
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$3,0001,170
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,0001,584
Number of Managed Accounts$2,0001,461
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$2,531,0001,345
Managed Assets ($)$2,531,0001,266
Non-managed Assets ($)$01,291
Memoranda
Gross Fiduciary activities income$12,0001,233
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities income$9,0001,194
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$6,0001,205
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$3,0001,184
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,0001,685
Number of Managed Accounts$1,0001,557
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$670,0001,540
Managed Assets ($)$670,0001,446
Non-managed Assets ($)$01,321
Memoranda
Gross Fiduciary activities income$12,0001,250
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$8,0001,232
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$6,0001,233
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$3,0001,214
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,0001,569
Number of Managed Accounts$4,0001,478
Number of Non-Managed Accounts$2,0001,215
Total fiduciary and related assets$912,0001,553
Managed Assets ($)$907,0001,462
Non-managed Assets ($)$5,0001,345
Memoranda
Gross Fiduciary activities income$10,0001,298
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$8,0001,254
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$5,0001,265
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$3,0001,221
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$10,0001,504
Number of Managed Accounts$5,0001,460
Number of Non-Managed Accounts$5,0001,107
Total fiduciary and related assets$1,264,0001,538
Managed Assets ($)$1,095,0001,460
Non-managed Assets ($)$169,0001,258
Memoranda
Gross Fiduciary activities income$63,0001,024
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$62,000976
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$36,0001,011
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$26,000955
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$55,0001,140
Number of Managed Accounts$47,000991
Number of Non-Managed Accounts$8,0001,055
Total fiduciary and related assets$17,826,0001,044
Managed Assets ($)$16,713,000939
Non-managed Assets ($)$1,113,0001,073
Memoranda
Gross Fiduciary activities income$176,000838
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$132,000841
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$86,000852
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$43,000848
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$56,0001,175
Number of Managed Accounts$49,0001,008
Number of Non-Managed Accounts$7,0001,091
Total fiduciary and related assets$19,474,0001,045
Managed Assets ($)$19,029,000939
Non-managed Assets ($)$445,0001,222
Memoranda
Gross Fiduciary activities income$165,000891
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$62,0001,089
Number of Managed Accounts$52,000970
Number of Non-Managed Accounts$10,000973
Total fiduciary and related assets$22,311,000944
Managed Assets ($)$18,162,000900
Non-managed Assets ($)$4,149,000804
Memoranda
Gross Fiduciary activities income$165,000885
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$168,000835
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$150,000924
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$201,000868
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$168,000938
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$122,0001,068
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$88,0001,186
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$73,0001,241
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$62,0001,299
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$60,0001,341