Home > Glenview State Bank > Fiduciary and Related Services
Glenview State Bank, Fiduciary and Related Services
| 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 | $898,000 | 239 |
| Number of Managed Accounts | $834,000 | 214 |
| Number of Non-Managed Accounts | $64,000 | 236 |
| Total fiduciary and related assets | $1,010,070,000 | 219 |
| Managed Assets ($) | $767,653,000 | 216 |
| Non-managed Assets ($) | $242,417,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $383,000 | 515 |
| 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 | $894,000 | 228 |
| Number of Managed Accounts | $830,000 | 209 |
| Number of Non-Managed Accounts | $64,000 | 220 |
| Total fiduciary and related assets | $968,511,000 | 219 |
| Managed Assets ($) | $720,262,000 | 218 |
| Non-managed Assets ($) | $248,249,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 226 |
| 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 | $889,000 | 244 |
| Number of Managed Accounts | $823,000 | 218 |
| Number of Non-Managed Accounts | $66,000 | 324 |
| Total fiduciary and related assets | $941,235,000 | 222 |
| Managed Assets ($) | $694,630,000 | 228 |
| Non-managed Assets ($) | $246,605,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,926,000 | 223 |
| 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 | $844,000 | 228 |
| Number of Managed Accounts | $775,000 | 213 |
| Number of Non-Managed Accounts | $69,000 | 216 |
| Total fiduciary and related assets | $874,201,000 | 218 |
| Managed Assets ($) | $645,996,000 | 216 |
| Non-managed Assets ($) | $228,205,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,722,000 | 221 |
| 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 | $775,000 | 251 |
| Number of Managed Accounts | $711,000 | 233 |
| Number of Non-Managed Accounts | $64,000 | 237 |
| Total fiduciary and related assets | $945,373,000 | 207 |
| Managed Assets ($) | $588,810,000 | 230 |
| Non-managed Assets ($) | $356,563,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,555,000 | 217 |
| 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 | $745,000 | 239 |
| Number of Managed Accounts | $679,000 | 227 |
| Number of Non-Managed Accounts | $66,000 | 219 |
| Total fiduciary and related assets | $867,395,000 | 204 |
| Managed Assets ($) | $533,826,000 | 222 |
| Non-managed Assets ($) | $333,569,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,289,000 | 219 |
| 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 | $711,000 | 271 |
| Number of Managed Accounts | $639,000 | 255 |
| Number of Non-Managed Accounts | $72,000 | 315 |
| Total fiduciary and related assets | $1,019,165,000 | 204 |
| Managed Assets ($) | $592,435,000 | 232 |
| Non-managed Assets ($) | $426,730,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,637,000 | 224 |
| 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 | $697,000 | 248 |
| Number of Managed Accounts | $628,000 | 235 |
| Number of Non-Managed Accounts | $69,000 | 216 |
| Total fiduciary and related assets | $940,930,000 | 203 |
| Managed Assets ($) | $529,213,000 | 233 |
| Non-managed Assets ($) | $411,717,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,436,000 | 224 |
| 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 | $693,000 | 260 |
| Number of Managed Accounts | $624,000 | 245 |
| Number of Non-Managed Accounts | $69,000 | 228 |
| Total fiduciary and related assets | $927,280,000 | 204 |
| Managed Assets ($) | $516,719,000 | 239 |
| Non-managed Assets ($) | $410,561,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,257,000 | 225 |
| 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 | $701,000 | 259 |
| Number of Managed Accounts | $630,000 | 244 |
| Number of Non-Managed Accounts | $71,000 | 226 |
| Total fiduciary and related assets | $904,719,000 | 207 |
| Managed Assets ($) | $505,293,000 | 239 |
| Non-managed Assets ($) | $399,426,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,102,000 | 226 |
| 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 | $690,000 | 281 |
| Number of Managed Accounts | $617,000 | 253 |
| Number of Non-Managed Accounts | $73,000 | 317 |
| Total fiduciary and related assets | $843,687,000 | 208 |
| Managed Assets ($) | $477,123,000 | 240 |
| Non-managed Assets ($) | $366,564,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,572,000 | 222 |
| 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 | $676,000 | 267 |
| Number of Managed Accounts | $601,000 | 249 |
| Number of Non-Managed Accounts | $75,000 | 218 |
| Total fiduciary and related assets | $901,611,000 | 210 |
| Managed Assets ($) | $489,925,000 | 242 |
| Non-managed Assets ($) | $411,686,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,427,000 | 221 |
| 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 | $680,000 | 269 |
| Number of Managed Accounts | $605,000 | 253 |
| Number of Non-Managed Accounts | $75,000 | 224 |
| Total fiduciary and related assets | $865,052,000 | 212 |
| Managed Assets ($) | $476,389,000 | 244 |
| Non-managed Assets ($) | $388,663,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,258,000 | 227 |
| 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 | $683,000 | 271 |
| Number of Managed Accounts | $609,000 | 252 |
| Number of Non-Managed Accounts | $74,000 | 227 |
| Total fiduciary and related assets | $834,829,000 | 215 |
| Managed Assets ($) | $456,148,000 | 247 |
| Non-managed Assets ($) | $378,681,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,145,000 | 225 |
| 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 | $677,000 | 293 |
| Number of Managed Accounts | $602,000 | 261 |
| Number of Non-Managed Accounts | $75,000 | 329 |
| Total fiduciary and related assets | $839,826,000 | 215 |
| Managed Assets ($) | $462,361,000 | 248 |
| Non-managed Assets ($) | $377,465,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,158,000 | 225 |
| 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 | $671,000 | 271 |
| Number of Managed Accounts | $595,000 | 252 |
| Number of Non-Managed Accounts | $76,000 | 222 |
| Total fiduciary and related assets | $805,022,000 | 216 |
| Managed Assets ($) | $439,834,000 | 256 |
| Non-managed Assets ($) | $365,188,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,087,000 | 228 |
| 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 | $665,000 | 273 |
| Number of Managed Accounts | $589,000 | 253 |
| Number of Non-Managed Accounts | $76,000 | 220 |
| Total fiduciary and related assets | $784,440,000 | 216 |
| Managed Assets ($) | $416,347,000 | 260 |
| Non-managed Assets ($) | $368,093,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,044,000 | 230 |
| 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 | $665,000 | 273 |
| Number of Managed Accounts | $591,000 | 253 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $764,140,000 | 216 |
| Managed Assets ($) | $412,872,000 | 264 |
| Non-managed Assets ($) | $351,268,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,021,000 | 231 |
| 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 | $674,000 | 288 |
| Number of Managed Accounts | $600,000 | 260 |
| Number of Non-Managed Accounts | $74,000 | 336 |
| Total fiduciary and related assets | $724,971,000 | 218 |
| Managed Assets ($) | $401,798,000 | 263 |
| Non-managed Assets ($) | $323,173,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,985,000 | 227 |
| 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 | $672,000 | 271 |
| Number of Managed Accounts | $597,000 | 255 |
| Number of Non-Managed Accounts | $75,000 | 227 |
| Total fiduciary and related assets | $719,823,000 | 221 |
| Managed Assets ($) | $393,485,000 | 261 |
| Non-managed Assets ($) | $326,338,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,961,000 | 225 |
| 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 | $668,000 | 272 |
| Number of Managed Accounts | $596,000 | 253 |
| Number of Non-Managed Accounts | $72,000 | 229 |
| Total fiduciary and related assets | $693,581,000 | 226 |
| Managed Assets ($) | $385,317,000 | 264 |
| Non-managed Assets ($) | $308,264,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 234 |
| 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 | $668,000 | 273 |
| Number of Managed Accounts | $596,000 | 253 |
| Number of Non-Managed Accounts | $72,000 | 231 |
| Total fiduciary and related assets | $670,463,000 | 227 |
| Managed Assets ($) | $368,737,000 | 265 |
| Non-managed Assets ($) | $301,726,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $968,000 | 232 |
| 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 | $668,000 | 291 |
| Number of Managed Accounts | $595,000 | 263 |
| Number of Non-Managed Accounts | $73,000 | 342 |
| Total fiduciary and related assets | $674,711,000 | 227 |
| Managed Assets ($) | $372,739,000 | 263 |
| Non-managed Assets ($) | $301,972,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,746,000 | 235 |
| 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 | $671,000 | 274 |
| Number of Managed Accounts | $600,000 | 251 |
| Number of Non-Managed Accounts | $71,000 | 232 |
| Total fiduciary and related assets | $649,064,000 | 228 |
| Managed Assets ($) | $364,398,000 | 265 |
| Non-managed Assets ($) | $284,666,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,819,000 | 237 |
| 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 | $674,000 | 274 |
| Number of Managed Accounts | $603,000 | 251 |
| Number of Non-Managed Accounts | $71,000 | 234 |
| Total fiduciary and related assets | $694,104,000 | 229 |
| Managed Assets ($) | $390,031,000 | 264 |
| Non-managed Assets ($) | $304,073,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,867,000 | 240 |
| 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 | $665,000 | 277 |
| Number of Managed Accounts | $593,000 | 253 |
| Number of Non-Managed Accounts | $72,000 | 237 |
| Total fiduciary and related assets | $689,526,000 | 229 |
| Managed Assets ($) | $389,350,000 | 267 |
| Non-managed Assets ($) | $300,176,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 243 |
| 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 | $717,000 | 282 |
| Number of Managed Accounts | $636,000 | 251 |
| Number of Non-Managed Accounts | $81,000 | 335 |
| Total fiduciary and related assets | $672,651,000 | 233 |
| Managed Assets ($) | $385,175,000 | 269 |
| Non-managed Assets ($) | $287,476,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,549,000 | 242 |
| 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 | $728,000 | 264 |
| Number of Managed Accounts | $646,000 | 238 |
| Number of Non-Managed Accounts | $82,000 | 218 |
| Total fiduciary and related assets | $667,298,000 | 234 |
| Managed Assets ($) | $390,199,000 | 262 |
| Non-managed Assets ($) | $277,099,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,664,000 | 245 |
| 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 | $717,000 | 264 |
| Number of Managed Accounts | $635,000 | 243 |
| Number of Non-Managed Accounts | $82,000 | 218 |
| Total fiduciary and related assets | $674,852,000 | 232 |
| Managed Assets ($) | $396,307,000 | 258 |
| Non-managed Assets ($) | $278,545,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,781,000 | 247 |
| 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 | $718,000 | 266 |
| Number of Managed Accounts | $634,000 | 242 |
| Number of Non-Managed Accounts | $84,000 | 222 |
| Total fiduciary and related assets | $684,904,000 | 222 |
| Managed Assets ($) | $414,280,000 | 252 |
| Non-managed Assets ($) | $270,624,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $871,000 | 248 |
| 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 | $718,000 | 279 |
| Number of Managed Accounts | $631,000 | 248 |
| Number of Non-Managed Accounts | $87,000 | 335 |
| Total fiduciary and related assets | $703,726,000 | 214 |
| Managed Assets ($) | $406,411,000 | 253 |
| Non-managed Assets ($) | $297,315,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,620,000 | 232 |
| 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 | $728,000 | 258 |
| Number of Managed Accounts | $640,000 | 230 |
| Number of Non-Managed Accounts | $88,000 | 216 |
| Total fiduciary and related assets | $680,239,000 | 212 |
| Managed Assets ($) | $401,085,000 | 245 |
| Non-managed Assets ($) | $279,154,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,680,000 | 231 |
| 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 | $728,000 | 255 |
| Number of Managed Accounts | $639,000 | 227 |
| Number of Non-Managed Accounts | $89,000 | 216 |
| Total fiduciary and related assets | $654,246,000 | 211 |
| Managed Assets ($) | $391,350,000 | 239 |
| Non-managed Assets ($) | $262,896,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,795,000 | 228 |
| 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 | $741,000 | 256 |
| Number of Managed Accounts | $651,000 | 226 |
| Number of Non-Managed Accounts | $90,000 | 221 |
| Total fiduciary and related assets | $650,309,000 | 210 |
| Managed Assets ($) | $389,285,000 | 238 |
| Non-managed Assets ($) | $261,024,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $905,000 | 226 |
| 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 | $742,000 | 277 |
| Number of Managed Accounts | $651,000 | 230 |
| Number of Non-Managed Accounts | $91,000 | 336 |
| Total fiduciary and related assets | $637,181,000 | 212 |
| Managed Assets ($) | $386,701,000 | 235 |
| Non-managed Assets ($) | $250,480,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,520,000 | 220 |
| 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 | $744,000 | 252 |
| Number of Managed Accounts | $653,000 | 218 |
| Number of Non-Managed Accounts | $91,000 | 209 |
| Total fiduciary and related assets | $630,473,000 | 212 |
| Managed Assets ($) | $388,879,000 | 231 |
| Non-managed Assets ($) | $241,594,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,613,000 | 221 |
| 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 | $745,000 | 247 |
| Number of Managed Accounts | $655,000 | 215 |
| Number of Non-Managed Accounts | $90,000 | 209 |
| Total fiduciary and related assets | $612,310,000 | 210 |
| Managed Assets ($) | $382,857,000 | 224 |
| Non-managed Assets ($) | $229,453,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,732,000 | 221 |
| 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 | $748,000 | 245 |
| Number of Managed Accounts | $659,000 | 214 |
| Number of Non-Managed Accounts | $89,000 | 207 |
| Total fiduciary and related assets | $620,158,000 | 207 |
| Managed Assets ($) | $385,803,000 | 225 |
| Non-managed Assets ($) | $234,355,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $870,000 | 223 |
| 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 | $745,000 | 267 |
| Number of Managed Accounts | $656,000 | 226 |
| Number of Non-Managed Accounts | $89,000 | 340 |
| Total fiduciary and related assets | $584,424,000 | 210 |
| Managed Assets ($) | $370,285,000 | 231 |
| Non-managed Assets ($) | $214,139,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,418,000 | 184 |
| 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 | $756,000 | 243 |
| Number of Managed Accounts | $663,000 | 213 |
| Number of Non-Managed Accounts | $93,000 | 206 |
| Total fiduciary and related assets | $568,470,000 | 210 |
| Managed Assets ($) | $362,891,000 | 226 |
| Non-managed Assets ($) | $205,579,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,496,000 | 188 |
| 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 | $756,000 | 247 |
| Number of Managed Accounts | $660,000 | 212 |
| Number of Non-Managed Accounts | $96,000 | 207 |
| Total fiduciary and related assets | $611,325,000 | 209 |
| Managed Assets ($) | $384,714,000 | 227 |
| Non-managed Assets ($) | $226,611,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,729,000 | 186 |
| 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 | $757,000 | 246 |
| Number of Managed Accounts | $663,000 | 208 |
| Number of Non-Managed Accounts | $94,000 | 215 |
| Total fiduciary and related assets | $607,954,000 | 213 |
| Managed Assets ($) | $384,325,000 | 226 |
| Non-managed Assets ($) | $223,629,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $817,000 | 198 |
| 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 | $752,000 | 271 |
| Number of Managed Accounts | $657,000 | 224 |
| Number of Non-Managed Accounts | $95,000 | 349 |
| Total fiduciary and related assets | $583,334,000 | 215 |
| Managed Assets ($) | $370,304,000 | 231 |
| Non-managed Assets ($) | $213,030,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,215,000 | 193 |
| 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 | $749,000 | 245 |
| Number of Managed Accounts | $654,000 | 213 |
| Number of Non-Managed Accounts | $95,000 | 213 |
| Total fiduciary and related assets | $561,399,000 | 218 |
| Managed Assets ($) | $363,222,000 | 228 |
| Non-managed Assets ($) | $198,177,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,413,000 | 189 |
| 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 | $751,000 | 245 |
| Number of Managed Accounts | $653,000 | 213 |
| Number of Non-Managed Accounts | $98,000 | 213 |
| Total fiduciary and related assets | $532,085,000 | 217 |
| Managed Assets ($) | $350,834,000 | 221 |
| Non-managed Assets ($) | $181,251,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,567,000 | 198 |
| 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 | $766,000 | 248 |
| Number of Managed Accounts | $668,000 | 207 |
| Number of Non-Managed Accounts | $98,000 | 214 |
| Total fiduciary and related assets | $573,163,000 | 216 |
| Managed Assets ($) | $371,558,000 | 221 |
| Non-managed Assets ($) | $201,605,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 197 |
| 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 | $779,000 | 275 |
| Number of Managed Accounts | $678,000 | 224 |
| Number of Non-Managed Accounts | $101,000 | 344 |
| Total fiduciary and related assets | $561,717,000 | 220 |
| Managed Assets ($) | $367,632,000 | 224 |
| Non-managed Assets ($) | $194,085,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,991,000 | 198 |
| 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 | $773,000 | 246 |
| Number of Managed Accounts | $677,000 | 210 |
| Number of Non-Managed Accounts | $96,000 | 214 |
| Total fiduciary and related assets | $550,498,000 | 218 |
| Managed Assets ($) | $363,765,000 | 224 |
| Non-managed Assets ($) | $186,733,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,222,000 | 196 |
| 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 | $778,000 | 247 |
| Number of Managed Accounts | $678,000 | 209 |
| Number of Non-Managed Accounts | $100,000 | 218 |
| Total fiduciary and related assets | $512,980,000 | 221 |
| Managed Assets ($) | $341,863,000 | 228 |
| Non-managed Assets ($) | $171,117,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,459,000 | 203 |
| 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 | $777,000 | 247 |
| Number of Managed Accounts | $677,000 | 205 |
| Number of Non-Managed Accounts | $100,000 | 217 |
| Total fiduciary and related assets | $480,502,000 | 221 |
| Managed Assets ($) | $327,760,000 | 225 |
| Non-managed Assets ($) | $152,742,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 199 |
| 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 | $772,000 | 277 |
| Number of Managed Accounts | $676,000 | 222 |
| Number of Non-Managed Accounts | $96,000 | 374 |
| Total fiduciary and related assets | $499,177,000 | 223 |
| Managed Assets ($) | $343,355,000 | 223 |
| Non-managed Assets ($) | $155,822,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,325,000 | 196 |
| 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 | $773,000 | 247 |
| Number of Managed Accounts | $676,000 | 204 |
| Number of Non-Managed Accounts | $97,000 | 226 |
| Total fiduciary and related assets | $551,767,000 | 221 |
| Managed Assets ($) | $372,555,000 | 221 |
| Non-managed Assets ($) | $179,212,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,548,000 | 198 |
| 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 | $803,000 | 252 |
| Number of Managed Accounts | $722,000 | 205 |
| Number of Non-Managed Accounts | $81,000 | 243 |
| Total fiduciary and related assets | $593,837,000 | 223 |
| Managed Assets ($) | $411,455,000 | 218 |
| Non-managed Assets ($) | $182,382,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,715,000 | 201 |
| 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 | $813,000 | 253 |
| Number of Managed Accounts | $732,000 | 205 |
| Number of Non-Managed Accounts | $81,000 | 244 |
| Total fiduciary and related assets | $592,302,000 | 234 |
| Managed Assets ($) | $412,963,000 | 222 |
| Non-managed Assets ($) | $179,339,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $849,000 | 203 |
| 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 | $817,000 | 270 |
| Number of Managed Accounts | $737,000 | 208 |
| Number of Non-Managed Accounts | $80,000 | 424 |
| Total fiduciary and related assets | $609,840,000 | 232 |
| Managed Assets ($) | $418,072,000 | 220 |
| Non-managed Assets ($) | $191,768,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,411,000 | 202 |
| 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 | $833,000 | 243 |
| Number of Managed Accounts | $756,000 | 193 |
| Number of Non-Managed Accounts | $77,000 | 238 |
| Total fiduciary and related assets | $607,021,000 | 229 |
| Managed Assets ($) | $420,715,000 | 223 |
| Non-managed Assets ($) | $186,306,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,558,000 | 199 |
| 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 | $843,000 | 245 |
| Number of Managed Accounts | $767,000 | 198 |
| Number of Non-Managed Accounts | $76,000 | 245 |
| Total fiduciary and related assets | $599,686,000 | 241 |
| Managed Assets ($) | $413,769,000 | 229 |
| Non-managed Assets ($) | $185,917,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,671,000 | 206 |
| 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 | $848,000 | 238 |
| Number of Managed Accounts | $772,000 | 195 |
| Number of Non-Managed Accounts | $76,000 | 253 |
| Total fiduciary and related assets | $583,698,000 | 238 |
| Managed Assets ($) | $405,531,000 | 226 |
| Non-managed Assets ($) | $178,167,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $820,000 | 206 |
| 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 | $844,000 | 257 |
| Number of Managed Accounts | $768,000 | 202 |
| Number of Non-Managed Accounts | $76,000 | 430 |
| Total fiduciary and related assets | $552,182,000 | 246 |
| Managed Assets ($) | $383,865,000 | 229 |
| Non-managed Assets ($) | $168,317,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,159,000 | 195 |
| 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 | $839,000 | 240 |
| Number of Managed Accounts | $764,000 | 198 |
| Number of Non-Managed Accounts | $75,000 | 253 |
| Total fiduciary and related assets | $517,062,000 | 252 |
| Managed Assets ($) | $358,494,000 | 242 |
| Non-managed Assets ($) | $158,568,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,362,000 | 206 |
| 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 | $810,000 | 247 |
| Number of Managed Accounts | $733,000 | 208 |
| Number of Non-Managed Accounts | $77,000 | 261 |
| Total fiduciary and related assets | $495,309,000 | 260 |
| Managed Assets ($) | $346,729,000 | 249 |
| Non-managed Assets ($) | $148,580,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,591,000 | 211 |
| 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 | $815,000 | 247 |
| Number of Managed Accounts | $739,000 | 208 |
| Number of Non-Managed Accounts | $76,000 | 272 |
| Total fiduciary and related assets | $504,993,000 | 258 |
| Managed Assets ($) | $353,413,000 | 245 |
| Non-managed Assets ($) | $151,580,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 213 |
| 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 | $820,000 | 269 |
| Number of Managed Accounts | $743,000 | 211 |
| Number of Non-Managed Accounts | $77,000 | 460 |
| Total fiduciary and related assets | $504,167,000 | 253 |
| Managed Assets ($) | $356,936,000 | 239 |
| Non-managed Assets ($) | $147,231,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,085,000 | 203 |
| 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 | $815,000 | 239 |
| Number of Managed Accounts | $738,000 | 201 |
| Number of Non-Managed Accounts | $77,000 | 263 |
| Total fiduciary and related assets | $505,263,000 | 250 |
| Managed Assets ($) | $362,247,000 | 235 |
| Non-managed Assets ($) | $143,016,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,300,000 | 204 |
| 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 | $843,000 | 235 |
| Number of Managed Accounts | $763,000 | 195 |
| Number of Non-Managed Accounts | $80,000 | 262 |
| Total fiduciary and related assets | $505,057,000 | 246 |
| Managed Assets ($) | $364,957,000 | 232 |
| Non-managed Assets ($) | $140,100,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,527,000 | 203 |
| 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 | $866,000 | 230 |
| Number of Managed Accounts | $788,000 | 192 |
| Number of Non-Managed Accounts | $78,000 | 266 |
| Total fiduciary and related assets | $498,946,000 | 250 |
| Managed Assets ($) | $362,447,000 | 235 |
| Non-managed Assets ($) | $136,499,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $773,000 | 204 |
| 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 | $885,000 | 249 |
| Number of Managed Accounts | $809,000 | 192 |
| Number of Non-Managed Accounts | $76,000 | 475 |
| Total fiduciary and related assets | $508,723,000 | 250 |
| Managed Assets ($) | $372,439,000 | 228 |
| Non-managed Assets ($) | $136,284,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,299,000 | 198 |
| 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 | $882,000 | 229 |
| Number of Managed Accounts | $803,000 | 188 |
| Number of Non-Managed Accounts | $79,000 | 267 |
| Total fiduciary and related assets | $494,768,000 | 248 |
| Managed Assets ($) | $365,478,000 | 223 |
| Non-managed Assets ($) | $129,290,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,461,000 | 194 |
| 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 | $873,000 | 231 |
| Number of Managed Accounts | $794,000 | 189 |
| Number of Non-Managed Accounts | $79,000 | 279 |
| Total fiduciary and related assets | $501,029,000 | 248 |
| Managed Assets ($) | $370,588,000 | 224 |
| Non-managed Assets ($) | $130,441,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,665,000 | 195 |
| 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 | $867,000 | 232 |
| Number of Managed Accounts | $789,000 | 189 |
| Number of Non-Managed Accounts | $78,000 | 282 |
| Total fiduciary and related assets | $496,418,000 | 251 |
| Managed Assets ($) | $372,267,000 | 228 |
| Non-managed Assets ($) | $124,151,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 194 |
| 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 | $880,000 | 260 |
| Number of Managed Accounts | $794,000 | 198 |
| Number of Non-Managed Accounts | $86,000 | 474 |
| Total fiduciary and related assets | $495,766,000 | 257 |
| Managed Assets ($) | $372,036,000 | 232 |
| Non-managed Assets ($) | $123,730,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,118,000 | 200 |
| 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 | $873,000 | 244 |
| Number of Managed Accounts | $788,000 | 193 |
| Number of Non-Managed Accounts | $85,000 | 288 |
| Total fiduciary and related assets | $469,616,000 | 268 |
| Managed Assets ($) | $346,435,000 | 241 |
| Non-managed Assets ($) | $123,181,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,295,000 | 209 |
| 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 | $853,000 | 255 |
| Number of Managed Accounts | $766,000 | 203 |
| Number of Non-Managed Accounts | $87,000 | 288 |
| Total fiduciary and related assets | $462,628,000 | 269 |
| Managed Assets ($) | $341,687,000 | 240 |
| Non-managed Assets ($) | $120,941,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,515,000 | 215 |
| 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 | $852,000 | 258 |
| Number of Managed Accounts | $758,000 | 212 |
| Number of Non-Managed Accounts | $94,000 | 291 |
| Total fiduciary and related assets | $437,297,000 | 277 |
| Managed Assets ($) | $330,122,000 | 246 |
| Non-managed Assets ($) | $107,175,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 223 |
| 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 | $857,000 | 285 |
| Number of Managed Accounts | $760,000 | 226 |
| Number of Non-Managed Accounts | $97,000 | 435 |
| Total fiduciary and related assets | $423,526,000 | 286 |
| Managed Assets ($) | $320,319,000 | 253 |
| Non-managed Assets ($) | $103,207,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,096,000 | 219 |
| 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 | $826,000 | 271 |
| Number of Managed Accounts | $724,000 | 216 |
| Number of Non-Managed Accounts | $102,000 | 402 |
| Total fiduciary and related assets | $455,312,000 | 262 |
| Managed Assets ($) | $350,100,000 | 233 |
| Non-managed Assets ($) | $105,212,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,004,000 | 227 |
| 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 | $2,571,000 | 254 |
| 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 | $2,128,000 | 322 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,808,000 | 339 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 371 |
| 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 | $1,131,000 | 475 |
| 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 | $634,000 | 669 |
| 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 | $715,000 | 622 |
| 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 | $778,000 | 622 |
| 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 | $716,000 | 652 |