Home > Dubuque Bank and Trust Company > Fiduciary and Related Services
Dubuque Bank and Trust Company, Fiduciary and Related Services
| 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 | $1,180,000 | 207 |
| Number of Managed Accounts | $1,161,000 | 171 |
| Number of Non-Managed Accounts | $19,000 | 304 |
| Total fiduciary and related assets | $2,417,826,000 | 158 |
| Managed Assets ($) | $2,049,524,000 | 133 |
| Non-managed Assets ($) | $368,302,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,131,000 | 161 |
| 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 | $1,197,000 | 207 |
| Number of Managed Accounts | $1,177,000 | 166 |
| Number of Non-Managed Accounts | $20,000 | 352 |
| Total fiduciary and related assets | $2,557,176,000 | 151 |
| Managed Assets ($) | $2,159,685,000 | 124 |
| Non-managed Assets ($) | $397,491,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,113,000 | 153 |
| 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 | $976,000 | 236 |
| Number of Managed Accounts | $963,000 | 201 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $1,124,773,000 | 232 |
| Managed Assets ($) | $1,115,573,000 | 194 |
| Non-managed Assets ($) | $9,200,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,313,000 | 260 |
| 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 | $2,739,000 | 111 |
| Number of Managed Accounts | $2,684,000 | 86 |
| Number of Non-Managed Accounts | $55,000 | 377 |
| Total fiduciary and related assets | $3,989,191,000 | 124 |
| Managed Assets ($) | $3,617,874,000 | 96 |
| Non-managed Assets ($) | $371,317,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,818,000 | 127 |
| 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 | $2,726,000 | 108 |
| Number of Managed Accounts | $2,664,000 | 85 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $3,871,353,000 | 121 |
| Managed Assets ($) | $3,503,466,000 | 95 |
| Non-managed Assets ($) | $367,887,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,490,000 | 128 |
| 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 | $2,753,000 | 96 |
| Number of Managed Accounts | $2,685,000 | 78 |
| Number of Non-Managed Accounts | $68,000 | 229 |
| Total fiduciary and related assets | $3,849,762,000 | 105 |
| Managed Assets ($) | $3,455,385,000 | 82 |
| Non-managed Assets ($) | $394,377,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,200,000 | 106 |
| 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 | $2,829,000 | 97 |
| Number of Managed Accounts | $2,752,000 | 77 |
| Number of Non-Managed Accounts | $77,000 | 197 |
| Total fiduciary and related assets | $4,240,457,000 | 103 |
| Managed Assets ($) | $3,778,908,000 | 83 |
| Non-managed Assets ($) | $461,549,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,704,000 | 107 |
| 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 | $2,880,000 | 97 |
| Number of Managed Accounts | $2,778,000 | 75 |
| Number of Non-Managed Accounts | $102,000 | 239 |
| Total fiduciary and related assets | $4,281,837,000 | 106 |
| Managed Assets ($) | $3,791,321,000 | 85 |
| Non-managed Assets ($) | $490,516,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,568,000 | 104 |
| 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 | $2,764,000 | 96 |
| Number of Managed Accounts | $2,688,000 | 77 |
| Number of Non-Managed Accounts | $76,000 | 203 |
| Total fiduciary and related assets | $4,159,120,000 | 108 |
| Managed Assets ($) | $3,658,125,000 | 85 |
| Non-managed Assets ($) | $500,995,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,824,000 | 101 |
| 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 | $2,780,000 | 96 |
| Number of Managed Accounts | $2,700,000 | 80 |
| Number of Non-Managed Accounts | $80,000 | 212 |
| Total fiduciary and related assets | $4,148,641,000 | 106 |
| Managed Assets ($) | $3,626,991,000 | 85 |
| Non-managed Assets ($) | $521,650,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,774,000 | 102 |
| 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 | $2,856,000 | 94 |
| Number of Managed Accounts | $2,769,000 | 76 |
| Number of Non-Managed Accounts | $87,000 | 193 |
| Total fiduciary and related assets | $3,947,184,000 | 104 |
| Managed Assets ($) | $3,449,893,000 | 83 |
| Non-managed Assets ($) | $497,291,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,815,000 | 105 |
| 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 | $2,869,000 | 96 |
| Number of Managed Accounts | $2,778,000 | 78 |
| Number of Non-Managed Accounts | $91,000 | 266 |
| Total fiduciary and related assets | $3,889,658,000 | 104 |
| Managed Assets ($) | $3,420,854,000 | 83 |
| Non-managed Assets ($) | $468,804,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,479,000 | 105 |
| 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 | $2,757,000 | 94 |
| Number of Managed Accounts | $2,664,000 | 79 |
| Number of Non-Managed Accounts | $93,000 | 191 |
| Total fiduciary and related assets | $3,516,418,000 | 105 |
| Managed Assets ($) | $3,055,700,000 | 84 |
| Non-managed Assets ($) | $460,718,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,380,000 | 104 |
| 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 | $2,767,000 | 95 |
| Number of Managed Accounts | $2,672,000 | 78 |
| Number of Non-Managed Accounts | $95,000 | 202 |
| Total fiduciary and related assets | $3,437,844,000 | 105 |
| Managed Assets ($) | $2,996,575,000 | 84 |
| Non-managed Assets ($) | $441,269,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,114,000 | 105 |
| 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 | $2,845,000 | 88 |
| Number of Managed Accounts | $2,740,000 | 77 |
| Number of Non-Managed Accounts | $105,000 | 183 |
| Total fiduciary and related assets | $3,097,479,000 | 106 |
| Managed Assets ($) | $2,707,736,000 | 85 |
| Non-managed Assets ($) | $389,743,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,038,000 | 107 |
| 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 | $2,908,000 | 91 |
| Number of Managed Accounts | $2,823,000 | 78 |
| Number of Non-Managed Accounts | $85,000 | 282 |
| Total fiduciary and related assets | $3,450,734,000 | 104 |
| Managed Assets ($) | $3,026,090,000 | 86 |
| Non-managed Assets ($) | $424,644,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,018,000 | 107 |
| 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 | $2,774,000 | 93 |
| Number of Managed Accounts | $2,669,000 | 80 |
| Number of Non-Managed Accounts | $105,000 | 186 |
| Total fiduciary and related assets | $3,196,652,000 | 110 |
| Managed Assets ($) | $2,800,029,000 | 90 |
| Non-managed Assets ($) | $396,623,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,248,000 | 111 |
| 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 | $2,718,000 | 97 |
| Number of Managed Accounts | $2,619,000 | 79 |
| Number of Non-Managed Accounts | $99,000 | 197 |
| Total fiduciary and related assets | $3,158,540,000 | 110 |
| Managed Assets ($) | $2,753,770,000 | 90 |
| Non-managed Assets ($) | $404,770,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,398,000 | 113 |
| 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 | $2,611,000 | 100 |
| Number of Managed Accounts | $2,532,000 | 81 |
| Number of Non-Managed Accounts | $79,000 | 213 |
| Total fiduciary and related assets | $2,925,263,000 | 111 |
| Managed Assets ($) | $2,539,929,000 | 93 |
| Non-managed Assets ($) | $385,334,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,601,000 | 114 |
| 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 | $2,538,000 | 103 |
| Number of Managed Accounts | $2,460,000 | 82 |
| Number of Non-Managed Accounts | $78,000 | 300 |
| Total fiduciary and related assets | $2,717,119,000 | 110 |
| Managed Assets ($) | $2,376,742,000 | 91 |
| Non-managed Assets ($) | $340,377,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,486,000 | 116 |
| 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 | $2,524,000 | 101 |
| Number of Managed Accounts | $2,449,000 | 83 |
| Number of Non-Managed Accounts | $75,000 | 218 |
| Total fiduciary and related assets | $2,930,602,000 | 107 |
| Managed Assets ($) | $2,517,574,000 | 91 |
| Non-managed Assets ($) | $413,028,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,150,000 | 115 |
| 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 | $2,576,000 | 97 |
| Number of Managed Accounts | $2,499,000 | 80 |
| Number of Non-Managed Accounts | $77,000 | 219 |
| Total fiduciary and related assets | $2,832,638,000 | 110 |
| Managed Assets ($) | $2,442,091,000 | 91 |
| Non-managed Assets ($) | $390,547,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,309,000 | 136 |
| 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 | $2,673,000 | 96 |
| Number of Managed Accounts | $2,594,000 | 75 |
| Number of Non-Managed Accounts | $79,000 | 219 |
| Total fiduciary and related assets | $2,791,041,000 | 111 |
| Managed Assets ($) | $2,400,766,000 | 91 |
| Non-managed Assets ($) | $390,275,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,681,000 | 137 |
| 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 | $2,432,000 | 105 |
| Number of Managed Accounts | $2,356,000 | 85 |
| Number of Non-Managed Accounts | $76,000 | 324 |
| Total fiduciary and related assets | $2,722,799,000 | 113 |
| Managed Assets ($) | $2,307,843,000 | 92 |
| Non-managed Assets ($) | $414,956,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,430,000 | 139 |
| 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 | $2,391,000 | 105 |
| Number of Managed Accounts | $2,312,000 | 87 |
| Number of Non-Managed Accounts | $79,000 | 214 |
| Total fiduciary and related assets | $2,585,323,000 | 113 |
| Managed Assets ($) | $2,185,664,000 | 97 |
| Non-managed Assets ($) | $399,659,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,909,000 | 139 |
| 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 | $2,410,000 | 102 |
| Number of Managed Accounts | $2,330,000 | 83 |
| Number of Non-Managed Accounts | $80,000 | 214 |
| Total fiduciary and related assets | $2,456,377,000 | 112 |
| Managed Assets ($) | $2,095,356,000 | 98 |
| Non-managed Assets ($) | $361,021,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,533,000 | 141 |
| 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 | $2,416,000 | 101 |
| Number of Managed Accounts | $2,335,000 | 82 |
| Number of Non-Managed Accounts | $81,000 | 210 |
| Total fiduciary and related assets | $2,365,299,000 | 113 |
| Managed Assets ($) | $2,020,856,000 | 101 |
| Non-managed Assets ($) | $344,443,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,257,000 | 138 |
| 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 | $2,351,000 | 103 |
| Number of Managed Accounts | $2,264,000 | 81 |
| Number of Non-Managed Accounts | $87,000 | 296 |
| Total fiduciary and related assets | $2,305,876,000 | 114 |
| Managed Assets ($) | $1,962,915,000 | 100 |
| Non-managed Assets ($) | $342,961,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,312,000 | 112 |
| 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 | $2,264,000 | 102 |
| Number of Managed Accounts | $2,176,000 | 84 |
| Number of Non-Managed Accounts | $88,000 | 211 |
| Total fiduciary and related assets | $2,297,509,000 | 112 |
| Managed Assets ($) | $1,955,500,000 | 97 |
| Non-managed Assets ($) | $342,009,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,932,000 | 127 |
| 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 | $2,278,000 | 103 |
| Number of Managed Accounts | $2,179,000 | 86 |
| Number of Non-Managed Accounts | $99,000 | 204 |
| Total fiduciary and related assets | $2,268,985,000 | 113 |
| Managed Assets ($) | $1,931,885,000 | 96 |
| Non-managed Assets ($) | $337,100,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,723,000 | 128 |
| 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 | $2,302,000 | 103 |
| Number of Managed Accounts | $2,196,000 | 86 |
| Number of Non-Managed Accounts | $106,000 | 197 |
| Total fiduciary and related assets | $2,224,806,000 | 112 |
| Managed Assets ($) | $1,896,582,000 | 98 |
| Non-managed Assets ($) | $328,224,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,373,000 | 128 |
| 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 | $2,311,000 | 102 |
| Number of Managed Accounts | $2,207,000 | 81 |
| Number of Non-Managed Accounts | $104,000 | 270 |
| Total fiduciary and related assets | $2,222,107,000 | 111 |
| Managed Assets ($) | $1,921,806,000 | 94 |
| Non-managed Assets ($) | $300,301,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,961,000 | 125 |
| 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 | $2,330,000 | 100 |
| Number of Managed Accounts | $2,209,000 | 81 |
| Number of Non-Managed Accounts | $121,000 | 185 |
| Total fiduciary and related assets | $2,168,378,000 | 115 |
| Managed Assets ($) | $1,861,821,000 | 91 |
| Non-managed Assets ($) | $306,557,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,327,000 | 127 |
| 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 | $2,340,000 | 101 |
| Number of Managed Accounts | $2,220,000 | 82 |
| Number of Non-Managed Accounts | $120,000 | 185 |
| Total fiduciary and related assets | $2,248,404,000 | 116 |
| Managed Assets ($) | $2,103,691,000 | 89 |
| Non-managed Assets ($) | $144,713,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,004,000 | 128 |
| 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 | $2,174,000 | 107 |
| Number of Managed Accounts | $2,101,000 | 84 |
| Number of Non-Managed Accounts | $73,000 | 234 |
| Total fiduciary and related assets | $2,184,716,000 | 117 |
| Managed Assets ($) | $2,064,044,000 | 88 |
| Non-managed Assets ($) | $120,672,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,375,000 | 133 |
| 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 | $2,010,000 | 117 |
| Number of Managed Accounts | $1,916,000 | 96 |
| Number of Non-Managed Accounts | $94,000 | 302 |
| Total fiduciary and related assets | $1,968,561,000 | 123 |
| Managed Assets ($) | $1,860,545,000 | 95 |
| Non-managed Assets ($) | $108,016,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,229,000 | 127 |
| 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 | $2,002,000 | 113 |
| Number of Managed Accounts | $1,911,000 | 95 |
| Number of Non-Managed Accounts | $91,000 | 209 |
| Total fiduciary and related assets | $1,925,800,000 | 124 |
| Managed Assets ($) | $1,820,612,000 | 94 |
| Non-managed Assets ($) | $105,188,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,972,000 | 126 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,998,000 | 113 |
| Number of Managed Accounts | $1,922,000 | 93 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $1,948,227,000 | 123 |
| Managed Assets ($) | $1,850,240,000 | 92 |
| Non-managed Assets ($) | $97,987,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,666,000 | 127 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,929,000 | 118 |
| Number of Managed Accounts | $1,851,000 | 97 |
| Number of Non-Managed Accounts | $78,000 | 228 |
| Total fiduciary and related assets | $1,820,511,000 | 125 |
| Managed Assets ($) | $1,736,308,000 | 97 |
| Non-managed Assets ($) | $84,203,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,244,000 | 130 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,944,000 | 120 |
| Number of Managed Accounts | $1,845,000 | 96 |
| Number of Non-Managed Accounts | $99,000 | 311 |
| Total fiduciary and related assets | $1,812,322,000 | 125 |
| Managed Assets ($) | $1,621,970,000 | 101 |
| Non-managed Assets ($) | $190,352,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,853,000 | 121 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,811,000 | 122 |
| Number of Managed Accounts | $1,748,000 | 100 |
| Number of Non-Managed Accounts | $63,000 | 243 |
| Total fiduciary and related assets | $1,694,845,000 | 127 |
| Managed Assets ($) | $1,535,092,000 | 100 |
| Non-managed Assets ($) | $159,753,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,200,000 | 125 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 122 |
| Number of Managed Accounts | $1,754,000 | 98 |
| Number of Non-Managed Accounts | $60,000 | 252 |
| Total fiduciary and related assets | $1,611,677,000 | 129 |
| Managed Assets ($) | $1,461,653,000 | 103 |
| Non-managed Assets ($) | $150,024,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,808,000 | 123 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 123 |
| Number of Managed Accounts | $1,764,000 | 95 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $1,624,146,000 | 130 |
| Managed Assets ($) | $1,462,815,000 | 104 |
| Non-managed Assets ($) | $161,331,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,337,000 | 126 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,950,000 | 117 |
| Number of Managed Accounts | $1,881,000 | 85 |
| Number of Non-Managed Accounts | $69,000 | 403 |
| Total fiduciary and related assets | $1,528,407,000 | 132 |
| Managed Assets ($) | $1,380,573,000 | 103 |
| Non-managed Assets ($) | $147,834,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,023,000 | 119 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,919,000 | 114 |
| Number of Managed Accounts | $1,852,000 | 85 |
| Number of Non-Managed Accounts | $67,000 | 237 |
| Total fiduciary and related assets | $1,499,868,000 | 129 |
| Managed Assets ($) | $1,333,002,000 | 105 |
| Non-managed Assets ($) | $166,866,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,763,000 | 117 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,933,000 | 111 |
| Number of Managed Accounts | $1,864,000 | 84 |
| Number of Non-Managed Accounts | $69,000 | 229 |
| Total fiduciary and related assets | $2,493,718,000 | 94 |
| Managed Assets ($) | $2,335,566,000 | 71 |
| Non-managed Assets ($) | $158,152,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,011,000 | 127 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,912,000 | 112 |
| Number of Managed Accounts | $1,753,000 | 91 |
| Number of Non-Managed Accounts | $159,000 | 165 |
| Total fiduciary and related assets | $2,500,868,000 | 92 |
| Managed Assets ($) | $2,122,417,000 | 78 |
| Non-managed Assets ($) | $378,451,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 127 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,987,000 | 109 |
| Number of Managed Accounts | $1,787,000 | 88 |
| Number of Non-Managed Accounts | $200,000 | 207 |
| Total fiduciary and related assets | $2,190,254,000 | 102 |
| Managed Assets ($) | $1,849,589,000 | 82 |
| Non-managed Assets ($) | $340,665,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,664,000 | 104 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,959,000 | 107 |
| Number of Managed Accounts | $1,756,000 | 92 |
| Number of Non-Managed Accounts | $203,000 | 152 |
| Total fiduciary and related assets | $2,039,499,000 | 104 |
| Managed Assets ($) | $1,724,832,000 | 85 |
| Non-managed Assets ($) | $314,667,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,485,000 | 106 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,961,000 | 107 |
| Number of Managed Accounts | $1,761,000 | 94 |
| Number of Non-Managed Accounts | $200,000 | 157 |
| Total fiduciary and related assets | $2,270,790,000 | 100 |
| Managed Assets ($) | $1,913,942,000 | 84 |
| Non-managed Assets ($) | $356,848,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,449,000 | 104 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,965,000 | 102 |
| Number of Managed Accounts | $1,762,000 | 89 |
| Number of Non-Managed Accounts | $203,000 | 156 |
| Total fiduciary and related assets | $2,248,952,000 | 97 |
| Managed Assets ($) | $1,893,760,000 | 83 |
| Non-managed Assets ($) | $355,192,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,148,000 | 104 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,970,000 | 107 |
| Number of Managed Accounts | $1,749,000 | 87 |
| Number of Non-Managed Accounts | $221,000 | 202 |
| Total fiduciary and related assets | $2,001,135,000 | 105 |
| Managed Assets ($) | $1,632,775,000 | 87 |
| Non-managed Assets ($) | $368,360,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,040,000 | 105 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,955,000 | 103 |
| Number of Managed Accounts | $1,740,000 | 85 |
| Number of Non-Managed Accounts | $215,000 | 156 |
| Total fiduciary and related assets | $1,897,658,000 | 110 |
| Managed Assets ($) | $1,555,206,000 | 87 |
| Non-managed Assets ($) | $342,452,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,930,000 | 104 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,941,000 | 104 |
| Number of Managed Accounts | $1,728,000 | 85 |
| Number of Non-Managed Accounts | $213,000 | 153 |
| Total fiduciary and related assets | $1,758,928,000 | 109 |
| Managed Assets ($) | $1,448,236,000 | 87 |
| Non-managed Assets ($) | $310,692,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,996,000 | 104 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,820,000 | 112 |
| Number of Managed Accounts | $1,654,000 | 88 |
| Number of Non-Managed Accounts | $166,000 | 177 |
| Total fiduciary and related assets | $1,775,381,000 | 111 |
| Managed Assets ($) | $1,446,777,000 | 87 |
| Non-managed Assets ($) | $328,604,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 107 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,897,000 | 118 |
| Number of Managed Accounts | $1,688,000 | 92 |
| Number of Non-Managed Accounts | $209,000 | 214 |
| Total fiduciary and related assets | $1,668,370,000 | 114 |
| Managed Assets ($) | $1,373,371,000 | 91 |
| Non-managed Assets ($) | $294,999,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,060,000 | 112 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,995,000 | 108 |
| Number of Managed Accounts | $1,689,000 | 91 |
| Number of Non-Managed Accounts | $306,000 | 130 |
| Total fiduciary and related assets | $1,617,325,000 | 117 |
| Managed Assets ($) | $1,316,929,000 | 93 |
| Non-managed Assets ($) | $300,396,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,250,000 | 112 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,979,000 | 107 |
| Number of Managed Accounts | $1,686,000 | 92 |
| Number of Non-Managed Accounts | $293,000 | 137 |
| Total fiduciary and related assets | $1,436,569,000 | 122 |
| Managed Assets ($) | $1,189,767,000 | 98 |
| Non-managed Assets ($) | $246,802,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,477,000 | 114 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,980,000 | 106 |
| Number of Managed Accounts | $1,672,000 | 91 |
| Number of Non-Managed Accounts | $308,000 | 132 |
| Total fiduciary and related assets | $1,293,057,000 | 125 |
| Managed Assets ($) | $1,068,760,000 | 101 |
| Non-managed Assets ($) | $224,297,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,618,000 | 119 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,974,000 | 121 |
| Number of Managed Accounts | $1,663,000 | 98 |
| Number of Non-Managed Accounts | $311,000 | 176 |
| Total fiduciary and related assets | $1,334,004,000 | 129 |
| Managed Assets ($) | $1,041,953,000 | 107 |
| Non-managed Assets ($) | $292,051,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,404,000 | 120 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,984,000 | 114 |
| Number of Managed Accounts | $1,677,000 | 94 |
| Number of Non-Managed Accounts | $307,000 | 138 |
| Total fiduciary and related assets | $1,543,234,000 | 126 |
| Managed Assets ($) | $1,200,438,000 | 105 |
| Non-managed Assets ($) | $342,796,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,774,000 | 120 |
| 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 | $2,002,000 | 118 |
| Number of Managed Accounts | $1,680,000 | 97 |
| Number of Non-Managed Accounts | $322,000 | 139 |
| Total fiduciary and related assets | $1,634,039,000 | 127 |
| Managed Assets ($) | $1,263,422,000 | 108 |
| Non-managed Assets ($) | $370,617,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,597,000 | 126 |
| 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 | $2,032,000 | 116 |
| Number of Managed Accounts | $1,707,000 | 96 |
| Number of Non-Managed Accounts | $325,000 | 137 |
| Total fiduciary and related assets | $1,642,165,000 | 133 |
| Managed Assets ($) | $1,291,259,000 | 110 |
| Non-managed Assets ($) | $350,906,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,760,000 | 129 |
| 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 | $2,044,000 | 120 |
| Number of Managed Accounts | $1,715,000 | 94 |
| Number of Non-Managed Accounts | $329,000 | 177 |
| Total fiduciary and related assets | $1,684,458,000 | 131 |
| Managed Assets ($) | $1,324,111,000 | 107 |
| Non-managed Assets ($) | $360,347,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,221,000 | 124 |
| 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 | $2,018,000 | 111 |
| Number of Managed Accounts | $1,676,000 | 94 |
| Number of Non-Managed Accounts | $342,000 | 126 |
| Total fiduciary and related assets | $1,693,865,000 | 134 |
| Managed Assets ($) | $1,324,341,000 | 109 |
| Non-managed Assets ($) | $369,524,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,415,000 | 122 |
| 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 | $2,007,000 | 114 |
| Number of Managed Accounts | $1,662,000 | 93 |
| Number of Non-Managed Accounts | $345,000 | 131 |
| Total fiduciary and related assets | $1,660,825,000 | 141 |
| Managed Assets ($) | $1,123,869,000 | 126 |
| Non-managed Assets ($) | $536,956,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,669,000 | 128 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,955,000 | 116 |
| Number of Managed Accounts | $1,616,000 | 93 |
| Number of Non-Managed Accounts | $339,000 | 128 |
| Total fiduciary and related assets | $1,594,210,000 | 142 |
| Managed Assets ($) | $965,376,000 | 135 |
| Non-managed Assets ($) | $628,834,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,872,000 | 124 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,992,000 | 118 |
| Number of Managed Accounts | $1,646,000 | 94 |
| Number of Non-Managed Accounts | $346,000 | 161 |
| Total fiduciary and related assets | $1,549,421,000 | 138 |
| Managed Assets ($) | $939,362,000 | 136 |
| Non-managed Assets ($) | $610,059,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,376,000 | 130 |
| 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 | $2,024,000 | 118 |
| Number of Managed Accounts | $1,681,000 | 97 |
| Number of Non-Managed Accounts | $343,000 | 132 |
| Total fiduciary and related assets | $1,465,702,000 | 146 |
| Managed Assets ($) | $1,240,265,000 | 113 |
| Non-managed Assets ($) | $225,437,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,718,000 | 137 |
| 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 | $2,017,000 | 119 |
| Number of Managed Accounts | $1,664,000 | 104 |
| Number of Non-Managed Accounts | $353,000 | 137 |
| Total fiduciary and related assets | $1,425,862,000 | 152 |
| Managed Assets ($) | $1,207,730,000 | 118 |
| Non-managed Assets ($) | $218,132,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,162,000 | 142 |
| 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 | $2,067,000 | 115 |
| Number of Managed Accounts | $1,690,000 | 102 |
| Number of Non-Managed Accounts | $377,000 | 134 |
| Total fiduciary and related assets | $1,423,565,000 | 152 |
| Managed Assets ($) | $1,202,787,000 | 117 |
| Non-managed Assets ($) | $220,778,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,632,000 | 139 |
| 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 | $2,193,000 | 116 |
| Number of Managed Accounts | $1,804,000 | 102 |
| Number of Non-Managed Accounts | $389,000 | 153 |
| Total fiduciary and related assets | $1,351,388,000 | 155 |
| Managed Assets ($) | $1,141,110,000 | 117 |
| Non-managed Assets ($) | $210,278,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,799,000 | 146 |
| 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 | $2,188,000 | 105 |
| Number of Managed Accounts | $1,803,000 | 97 |
| Number of Non-Managed Accounts | $385,000 | 132 |
| Total fiduciary and related assets | $1,323,924,000 | 156 |
| Managed Assets ($) | $1,120,264,000 | 115 |
| Non-managed Assets ($) | $203,660,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,249,000 | 147 |
| 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 | $2,197,000 | 104 |
| Number of Managed Accounts | $1,801,000 | 96 |
| Number of Non-Managed Accounts | $396,000 | 129 |
| Total fiduciary and related assets | $1,234,197,000 | 156 |
| Managed Assets ($) | $1,045,065,000 | 116 |
| Non-managed Assets ($) | $189,132,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,838,000 | 148 |
| 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 | $2,207,000 | 110 |
| Number of Managed Accounts | $1,925,000 | 91 |
| Number of Non-Managed Accounts | $282,000 | 154 |
| Total fiduciary and related assets | $1,244,743,000 | 160 |
| Managed Assets ($) | $1,077,754,000 | 118 |
| Non-managed Assets ($) | $166,989,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,424,000 | 148 |
| 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 | $2,171,000 | 118 |
| Number of Managed Accounts | $2,038,000 | 90 |
| Number of Non-Managed Accounts | $133,000 | 336 |
| Total fiduciary and related assets | $1,052,239,000 | 175 |
| Managed Assets ($) | $912,050,000 | 132 |
| Non-managed Assets ($) | $140,189,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,374,000 | 166 |
| 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 | $2,173,000 | 111 |
| Number of Managed Accounts | $2,065,000 | 85 |
| Number of Non-Managed Accounts | $108,000 | 246 |
| Total fiduciary and related assets | $985,675,000 | 177 |
| Managed Assets ($) | $866,203,000 | 135 |
| Non-managed Assets ($) | $119,472,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,916,000 | 174 |
| 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 | $1,590,000 | 137 |
| Number of Managed Accounts | $1,278,000 | 124 |
| Number of Non-Managed Accounts | $312,000 | 148 |
| Total fiduciary and related assets | $848,110,000 | 192 |
| Managed Assets ($) | $700,145,000 | 152 |
| Non-managed Assets ($) | $147,965,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 181 |
| 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 | $1,512,000 | 146 |
| Number of Managed Accounts | $1,250,000 | 131 |
| Number of Non-Managed Accounts | $262,000 | 165 |
| Total fiduciary and related assets | $793,497,000 | 198 |
| Managed Assets ($) | $695,103,000 | 154 |
| Non-managed Assets ($) | $98,394,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 183 |
| 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 | $1,499,000 | 161 |
| Number of Managed Accounts | $1,248,000 | 136 |
| Number of Non-Managed Accounts | $251,000 | 237 |
| Total fiduciary and related assets | $761,193,000 | 208 |
| Managed Assets ($) | $669,241,000 | 164 |
| Non-managed Assets ($) | $91,952,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,316,000 | 193 |
| 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 | $1,403,000 | 165 |
| Number of Managed Accounts | $1,204,000 | 146 |
| Number of Non-Managed Accounts | $199,000 | 208 |
| Total fiduciary and related assets | $725,354,000 | 217 |
| Managed Assets ($) | $660,862,000 | 169 |
| Non-managed Assets ($) | $64,492,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,404,000 | 206 |
| 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 | $1,503,000 | 159 |
| Number of Managed Accounts | $1,202,000 | 144 |
| Number of Non-Managed Accounts | $301,000 | 175 |
| Total fiduciary and related assets | $714,753,000 | 224 |
| Managed Assets ($) | $619,788,000 | 176 |
| Non-managed Assets ($) | $94,965,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 210 |
| 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 | $1,458,000 | 164 |
| Number of Managed Accounts | $1,204,000 | 148 |
| Number of Non-Managed Accounts | $254,000 | 192 |
| Total fiduciary and related assets | $641,391,000 | 237 |
| Managed Assets ($) | $566,353,000 | 184 |
| Non-managed Assets ($) | $75,038,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $820,000 | 210 |
| 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 | $1,423,000 | 180 |
| Number of Managed Accounts | $1,198,000 | 154 |
| Number of Non-Managed Accounts | $225,000 | 273 |
| Total fiduciary and related assets | $662,260,000 | 235 |
| Managed Assets ($) | $540,954,000 | 188 |
| Non-managed Assets ($) | $121,306,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,196,000 | 215 |
| 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 | $1,282,000 | 185 |
| Number of Managed Accounts | $1,192,000 | 141 |
| Number of Non-Managed Accounts | $90,000 | 434 |
| Total fiduciary and related assets | $681,487,000 | 210 |
| Managed Assets ($) | $587,988,000 | 170 |
| Non-managed Assets ($) | $93,499,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,010,000 | 226 |
| 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 | $2,943,000 | 229 |
| 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 | $2,617,000 | 280 |
| 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 | $2,306,000 | 291 |
| 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 | $2,031,000 | 323 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,850,000 | 369 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,510,000 | 435 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,466,000 | 434 |
| 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 | $1,303,000 | 485 |
| 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 | $1,292,000 | 484 |