Home > Hills Bank and Trust Company > Fiduciary and Related Services
Hills Bank and Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,191,000 | 79 |
| Number of Managed Accounts | $3,943,000 | 62 |
| Number of Non-Managed Accounts | $248,000 | 145 |
| Total fiduciary and related assets | $2,611,418,000 | 156 |
| Managed Assets ($) | $2,229,569,000 | 128 |
| Non-managed Assets ($) | $381,849,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,578,000 | 148 |
| 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 | $4,172,000 | 79 |
| Number of Managed Accounts | $3,926,000 | 63 |
| Number of Non-Managed Accounts | $246,000 | 119 |
| Total fiduciary and related assets | $2,393,388,000 | 161 |
| Managed Assets ($) | $2,041,985,000 | 134 |
| Non-managed Assets ($) | $351,403,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,987,000 | 147 |
| 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 | $4,166,000 | 77 |
| Number of Managed Accounts | $3,921,000 | 62 |
| Number of Non-Managed Accounts | $245,000 | 131 |
| Total fiduciary and related assets | $2,420,330,000 | 158 |
| Managed Assets ($) | $2,054,702,000 | 130 |
| Non-managed Assets ($) | $365,628,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,677,000 | 146 |
| 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 | $4,141,000 | 84 |
| Number of Managed Accounts | $3,901,000 | 66 |
| Number of Non-Managed Accounts | $240,000 | 126 |
| Total fiduciary and related assets | $2,339,120,000 | 167 |
| Managed Assets ($) | $1,989,502,000 | 138 |
| Non-managed Assets ($) | $349,618,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,270,000 | 152 |
| 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 | $4,143,000 | 84 |
| Number of Managed Accounts | $3,895,000 | 68 |
| Number of Non-Managed Accounts | $248,000 | 144 |
| Total fiduciary and related assets | $2,230,094,000 | 166 |
| Managed Assets ($) | $1,898,784,000 | 139 |
| Non-managed Assets ($) | $331,310,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,284,000 | 156 |
| 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 | $4,116,000 | 83 |
| Number of Managed Accounts | $3,869,000 | 67 |
| Number of Non-Managed Accounts | $247,000 | 129 |
| Total fiduciary and related assets | $2,073,079,000 | 165 |
| Managed Assets ($) | $1,770,894,000 | 139 |
| Non-managed Assets ($) | $302,185,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,338,000 | 156 |
| 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 | $4,117,000 | 71 |
| Number of Managed Accounts | $3,868,000 | 61 |
| Number of Non-Managed Accounts | $249,000 | 116 |
| Total fiduciary and related assets | $2,134,903,000 | 136 |
| Managed Assets ($) | $1,822,156,000 | 121 |
| Non-managed Assets ($) | $312,747,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,479,000 | 132 |
| 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 | $4,045,000 | 72 |
| Number of Managed Accounts | $3,798,000 | 63 |
| Number of Non-Managed Accounts | $247,000 | 117 |
| Total fiduciary and related assets | $2,383,986,000 | 139 |
| Managed Assets ($) | $2,023,972,000 | 118 |
| Non-managed Assets ($) | $360,014,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,268,000 | 130 |
| 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 | $3,966,000 | 74 |
| Number of Managed Accounts | $3,720,000 | 60 |
| Number of Non-Managed Accounts | $246,000 | 134 |
| Total fiduciary and related assets | $2,509,777,000 | 139 |
| Managed Assets ($) | $2,134,385,000 | 113 |
| Non-managed Assets ($) | $375,392,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,521,000 | 122 |
| 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 | $3,879,000 | 73 |
| Number of Managed Accounts | $3,644,000 | 61 |
| Number of Non-Managed Accounts | $235,000 | 121 |
| Total fiduciary and related assets | $2,386,026,000 | 142 |
| Managed Assets ($) | $2,031,079,000 | 121 |
| Non-managed Assets ($) | $354,947,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,645,000 | 129 |
| 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 | $3,830,000 | 73 |
| Number of Managed Accounts | $3,597,000 | 64 |
| Number of Non-Managed Accounts | $233,000 | 125 |
| Total fiduciary and related assets | $2,361,692,000 | 141 |
| Managed Assets ($) | $2,003,828,000 | 122 |
| Non-managed Assets ($) | $357,864,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,077,000 | 132 |
| 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 | $3,768,000 | 73 |
| Number of Managed Accounts | $3,536,000 | 63 |
| Number of Non-Managed Accounts | $232,000 | 123 |
| Total fiduciary and related assets | $2,222,820,000 | 142 |
| Managed Assets ($) | $1,884,547,000 | 122 |
| Non-managed Assets ($) | $338,273,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,013,000 | 132 |
| 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 | $3,845,000 | 74 |
| Number of Managed Accounts | $3,607,000 | 61 |
| Number of Non-Managed Accounts | $238,000 | 142 |
| Total fiduciary and related assets | $2,141,077,000 | 144 |
| Managed Assets ($) | $1,814,208,000 | 124 |
| Non-managed Assets ($) | $326,869,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,275,000 | 138 |
| 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 | $3,662,000 | 75 |
| Number of Managed Accounts | $3,440,000 | 65 |
| Number of Non-Managed Accounts | $222,000 | 124 |
| Total fiduciary and related assets | $1,943,008,000 | 143 |
| Managed Assets ($) | $1,661,481,000 | 122 |
| Non-managed Assets ($) | $281,527,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,450,000 | 138 |
| 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 | $3,658,000 | 74 |
| Number of Managed Accounts | $3,431,000 | 64 |
| Number of Non-Managed Accounts | $227,000 | 131 |
| Total fiduciary and related assets | $1,845,244,000 | 145 |
| Managed Assets ($) | $1,582,045,000 | 123 |
| Non-managed Assets ($) | $263,199,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,956,000 | 140 |
| 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 | $3,696,000 | 73 |
| Number of Managed Accounts | $3,463,000 | 63 |
| Number of Non-Managed Accounts | $233,000 | 125 |
| Total fiduciary and related assets | $1,630,174,000 | 145 |
| Managed Assets ($) | $1,406,650,000 | 126 |
| Non-managed Assets ($) | $223,524,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,570,000 | 140 |
| 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 | $3,656,000 | 72 |
| Number of Managed Accounts | $3,418,000 | 63 |
| Number of Non-Managed Accounts | $238,000 | 152 |
| Total fiduciary and related assets | $1,887,398,000 | 144 |
| Managed Assets ($) | $1,620,868,000 | 124 |
| Non-managed Assets ($) | $266,530,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,579,000 | 145 |
| 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 | $3,605,000 | 75 |
| Number of Managed Accounts | $3,371,000 | 66 |
| Number of Non-Managed Accounts | $234,000 | 128 |
| Total fiduciary and related assets | $1,803,334,000 | 145 |
| Managed Assets ($) | $1,551,561,000 | 125 |
| Non-managed Assets ($) | $251,773,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,107,000 | 146 |
| 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 | $3,574,000 | 78 |
| Number of Managed Accounts | $3,347,000 | 66 |
| Number of Non-Managed Accounts | $227,000 | 131 |
| Total fiduciary and related assets | $1,768,443,000 | 149 |
| Managed Assets ($) | $1,517,717,000 | 125 |
| Non-managed Assets ($) | $250,726,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,680,000 | 146 |
| 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 | $3,535,000 | 77 |
| Number of Managed Accounts | $3,310,000 | 66 |
| Number of Non-Managed Accounts | $225,000 | 134 |
| Total fiduciary and related assets | $1,716,123,000 | 152 |
| Managed Assets ($) | $1,471,813,000 | 127 |
| Non-managed Assets ($) | $244,310,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,252,000 | 148 |
| 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 | $3,489,000 | 80 |
| Number of Managed Accounts | $3,262,000 | 65 |
| Number of Non-Managed Accounts | $227,000 | 158 |
| Total fiduciary and related assets | $1,565,992,000 | 151 |
| Managed Assets ($) | $1,343,934,000 | 127 |
| Non-managed Assets ($) | $222,058,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,007,000 | 141 |
| 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 | $3,422,000 | 77 |
| Number of Managed Accounts | $3,203,000 | 66 |
| Number of Non-Managed Accounts | $219,000 | 138 |
| Total fiduciary and related assets | $1,694,203,000 | 149 |
| Managed Assets ($) | $1,448,825,000 | 128 |
| Non-managed Assets ($) | $245,378,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,753,000 | 138 |
| 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 | $3,392,000 | 77 |
| Number of Managed Accounts | $3,164,000 | 67 |
| Number of Non-Managed Accounts | $228,000 | 133 |
| Total fiduciary and related assets | $1,639,018,000 | 151 |
| Managed Assets ($) | $1,393,501,000 | 129 |
| Non-managed Assets ($) | $245,517,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,648,000 | 128 |
| 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 | $3,313,000 | 77 |
| Number of Managed Accounts | $3,085,000 | 67 |
| Number of Non-Managed Accounts | $228,000 | 134 |
| Total fiduciary and related assets | $1,612,659,000 | 156 |
| Managed Assets ($) | $1,371,290,000 | 129 |
| Non-managed Assets ($) | $241,369,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,641,000 | 139 |
| 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 | $3,207,000 | 82 |
| Number of Managed Accounts | $2,978,000 | 69 |
| Number of Non-Managed Accounts | $229,000 | 159 |
| Total fiduciary and related assets | $1,592,293,000 | 156 |
| Managed Assets ($) | $1,347,346,000 | 131 |
| Non-managed Assets ($) | $244,947,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,043,000 | 156 |
| 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 | $3,106,000 | 83 |
| Number of Managed Accounts | $2,887,000 | 70 |
| Number of Non-Managed Accounts | $219,000 | 136 |
| Total fiduciary and related assets | $1,519,393,000 | 157 |
| Managed Assets ($) | $1,287,339,000 | 130 |
| Non-managed Assets ($) | $232,054,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,883,000 | 155 |
| 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 | $3,071,000 | 81 |
| Number of Managed Accounts | $2,854,000 | 67 |
| Number of Non-Managed Accounts | $217,000 | 134 |
| Total fiduciary and related assets | $1,473,107,000 | 155 |
| Managed Assets ($) | $1,256,233,000 | 128 |
| Non-managed Assets ($) | $216,874,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,903,000 | 155 |
| 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 | $2,983,000 | 80 |
| Number of Managed Accounts | $2,764,000 | 68 |
| Number of Non-Managed Accounts | $219,000 | 135 |
| Total fiduciary and related assets | $1,409,519,000 | 154 |
| Managed Assets ($) | $1,200,084,000 | 129 |
| Non-managed Assets ($) | $209,435,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 159 |
| 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 | $2,902,000 | 84 |
| Number of Managed Accounts | $2,676,000 | 68 |
| Number of Non-Managed Accounts | $226,000 | 166 |
| Total fiduciary and related assets | $1,342,654,000 | 154 |
| Managed Assets ($) | $1,142,901,000 | 127 |
| Non-managed Assets ($) | $199,753,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,033,000 | 158 |
| 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 | $2,835,000 | 85 |
| Number of Managed Accounts | $2,611,000 | 68 |
| Number of Non-Managed Accounts | $224,000 | 137 |
| Total fiduciary and related assets | $1,315,701,000 | 157 |
| Managed Assets ($) | $1,119,769,000 | 131 |
| Non-managed Assets ($) | $195,932,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,185,000 | 159 |
| 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 | $2,775,000 | 84 |
| Number of Managed Accounts | $2,554,000 | 69 |
| Number of Non-Managed Accounts | $221,000 | 139 |
| Total fiduciary and related assets | $1,274,265,000 | 159 |
| Managed Assets ($) | $1,085,525,000 | 132 |
| Non-managed Assets ($) | $188,740,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,455,000 | 160 |
| 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 | $2,693,000 | 90 |
| Number of Managed Accounts | $2,473,000 | 74 |
| Number of Non-Managed Accounts | $220,000 | 142 |
| Total fiduciary and related assets | $1,249,872,000 | 163 |
| Managed Assets ($) | $1,066,466,000 | 134 |
| Non-managed Assets ($) | $183,406,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,728,000 | 156 |
| 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 | $2,659,000 | 93 |
| Number of Managed Accounts | $2,437,000 | 73 |
| Number of Non-Managed Accounts | $222,000 | 170 |
| Total fiduciary and related assets | $1,216,700,000 | 164 |
| Managed Assets ($) | $1,033,873,000 | 134 |
| Non-managed Assets ($) | $182,827,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,565,000 | 168 |
| 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 | $2,688,000 | 89 |
| Number of Managed Accounts | $2,460,000 | 72 |
| Number of Non-Managed Accounts | $228,000 | 137 |
| Total fiduciary and related assets | $1,183,248,000 | 166 |
| Managed Assets ($) | $1,004,528,000 | 135 |
| Non-managed Assets ($) | $178,720,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,920,000 | 168 |
| 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 | $2,670,000 | 91 |
| Number of Managed Accounts | $2,450,000 | 74 |
| Number of Non-Managed Accounts | $220,000 | 138 |
| Total fiduciary and related assets | $1,252,045,000 | 163 |
| Managed Assets ($) | $1,054,517,000 | 136 |
| Non-managed Assets ($) | $197,528,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,248,000 | 171 |
| 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 | $2,641,000 | 92 |
| Number of Managed Accounts | $2,414,000 | 73 |
| Number of Non-Managed Accounts | $227,000 | 139 |
| Total fiduciary and related assets | $1,258,118,000 | 163 |
| Managed Assets ($) | $1,060,254,000 | 136 |
| Non-managed Assets ($) | $197,864,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,568,000 | 178 |
| 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 | $2,576,000 | 95 |
| Number of Managed Accounts | $2,353,000 | 74 |
| Number of Non-Managed Accounts | $223,000 | 173 |
| Total fiduciary and related assets | $1,228,560,000 | 162 |
| Managed Assets ($) | $1,031,187,000 | 140 |
| Non-managed Assets ($) | $197,373,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,065,000 | 172 |
| 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 | $2,519,000 | 93 |
| Number of Managed Accounts | $2,297,000 | 77 |
| Number of Non-Managed Accounts | $222,000 | 140 |
| Total fiduciary and related assets | $1,196,674,000 | 162 |
| Managed Assets ($) | $1,003,582,000 | 136 |
| Non-managed Assets ($) | $193,092,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,494,000 | 171 |
| 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 | $2,455,000 | 93 |
| Number of Managed Accounts | $2,238,000 | 77 |
| Number of Non-Managed Accounts | $217,000 | 142 |
| Total fiduciary and related assets | $1,179,789,000 | 163 |
| Managed Assets ($) | $987,465,000 | 136 |
| Non-managed Assets ($) | $192,324,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,899,000 | 176 |
| 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 | $2,407,000 | 98 |
| Number of Managed Accounts | $2,199,000 | 80 |
| Number of Non-Managed Accounts | $208,000 | 151 |
| Total fiduciary and related assets | $1,147,159,000 | 162 |
| Managed Assets ($) | $964,311,000 | 136 |
| Non-managed Assets ($) | $182,848,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,460,000 | 175 |
| 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 | $2,366,000 | 104 |
| Number of Managed Accounts | $2,161,000 | 82 |
| Number of Non-Managed Accounts | $205,000 | 194 |
| Total fiduciary and related assets | $1,125,735,000 | 163 |
| Managed Assets ($) | $944,738,000 | 140 |
| Non-managed Assets ($) | $180,997,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,294,000 | 175 |
| 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 | $2,322,000 | 101 |
| Number of Managed Accounts | $2,118,000 | 82 |
| Number of Non-Managed Accounts | $204,000 | 150 |
| Total fiduciary and related assets | $1,055,801,000 | 161 |
| Managed Assets ($) | $843,482,000 | 144 |
| Non-managed Assets ($) | $212,319,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,741,000 | 181 |
| 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 | $2,333,000 | 101 |
| Number of Managed Accounts | $2,115,000 | 80 |
| Number of Non-Managed Accounts | $218,000 | 149 |
| Total fiduciary and related assets | $1,012,611,000 | 160 |
| Managed Assets ($) | $803,972,000 | 148 |
| Non-managed Assets ($) | $208,639,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,555,000 | 176 |
| 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 | $2,251,000 | 102 |
| Number of Managed Accounts | $2,043,000 | 80 |
| Number of Non-Managed Accounts | $208,000 | 156 |
| Total fiduciary and related assets | $1,009,114,000 | 159 |
| Managed Assets ($) | $795,959,000 | 150 |
| Non-managed Assets ($) | $213,155,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 175 |
| 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 | $2,233,000 | 104 |
| Number of Managed Accounts | $2,038,000 | 77 |
| Number of Non-Managed Accounts | $195,000 | 214 |
| Total fiduciary and related assets | $964,946,000 | 161 |
| Managed Assets ($) | $786,065,000 | 145 |
| Non-managed Assets ($) | $178,881,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,616,000 | 183 |
| 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 | $2,193,000 | 101 |
| Number of Managed Accounts | $1,994,000 | 81 |
| Number of Non-Managed Accounts | $199,000 | 150 |
| Total fiduciary and related assets | $922,187,000 | 164 |
| Managed Assets ($) | $745,950,000 | 152 |
| Non-managed Assets ($) | $176,237,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,450,000 | 181 |
| 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 | $2,173,000 | 102 |
| Number of Managed Accounts | $1,972,000 | 79 |
| Number of Non-Managed Accounts | $201,000 | 152 |
| Total fiduciary and related assets | $892,121,000 | 163 |
| Managed Assets ($) | $722,289,000 | 147 |
| Non-managed Assets ($) | $169,832,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,290,000 | 183 |
| 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 | $2,154,000 | 101 |
| Number of Managed Accounts | $1,951,000 | 81 |
| Number of Non-Managed Accounts | $203,000 | 153 |
| Total fiduciary and related assets | $923,770,000 | 159 |
| Managed Assets ($) | $747,484,000 | 145 |
| Non-managed Assets ($) | $176,286,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,161,000 | 178 |
| 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 | $2,155,000 | 102 |
| Number of Managed Accounts | $1,950,000 | 79 |
| Number of Non-Managed Accounts | $205,000 | 203 |
| Total fiduciary and related assets | $860,536,000 | 161 |
| Managed Assets ($) | $697,699,000 | 149 |
| Non-managed Assets ($) | $162,837,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,349,000 | 155 |
| 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 | $2,130,000 | 99 |
| Number of Managed Accounts | $1,940,000 | 81 |
| Number of Non-Managed Accounts | $190,000 | 157 |
| Total fiduciary and related assets | $799,483,000 | 165 |
| Managed Assets ($) | $649,508,000 | 153 |
| Non-managed Assets ($) | $149,975,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,309,000 | 152 |
| 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 | $2,135,000 | 101 |
| Number of Managed Accounts | $1,938,000 | 83 |
| Number of Non-Managed Accounts | $197,000 | 160 |
| Total fiduciary and related assets | $861,725,000 | 166 |
| Managed Assets ($) | $695,340,000 | 152 |
| Non-managed Assets ($) | $166,385,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,195,000 | 155 |
| 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 | $2,136,000 | 97 |
| Number of Managed Accounts | $1,937,000 | 79 |
| Number of Non-Managed Accounts | $199,000 | 158 |
| Total fiduciary and related assets | $857,570,000 | 169 |
| Managed Assets ($) | $691,673,000 | 149 |
| Non-managed Assets ($) | $165,897,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,089,000 | 155 |
| 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 | $2,128,000 | 102 |
| Number of Managed Accounts | $1,939,000 | 80 |
| Number of Non-Managed Accounts | $189,000 | 226 |
| Total fiduciary and related assets | $836,053,000 | 173 |
| Managed Assets ($) | $673,500,000 | 150 |
| Non-managed Assets ($) | $162,553,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,026,000 | 160 |
| 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 | $2,133,000 | 97 |
| Number of Managed Accounts | $1,934,000 | 80 |
| Number of Non-Managed Accounts | $199,000 | 159 |
| Total fiduciary and related assets | $789,794,000 | 174 |
| Managed Assets ($) | $633,256,000 | 154 |
| Non-managed Assets ($) | $156,538,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,006,000 | 158 |
| 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 | $2,139,000 | 99 |
| Number of Managed Accounts | $1,941,000 | 78 |
| Number of Non-Managed Accounts | $198,000 | 159 |
| Total fiduciary and related assets | $753,280,000 | 174 |
| Managed Assets ($) | $607,768,000 | 152 |
| Non-managed Assets ($) | $145,512,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 162 |
| 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 | $2,129,000 | 101 |
| Number of Managed Accounts | $1,931,000 | 81 |
| Number of Non-Managed Accounts | $198,000 | 160 |
| Total fiduciary and related assets | $797,603,000 | 174 |
| Managed Assets ($) | $644,057,000 | 153 |
| Non-managed Assets ($) | $153,546,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $959,000 | 168 |
| 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 | $2,255,000 | 103 |
| Number of Managed Accounts | $2,046,000 | 80 |
| Number of Non-Managed Accounts | $209,000 | 214 |
| Total fiduciary and related assets | $770,848,000 | 179 |
| Managed Assets ($) | $623,544,000 | 156 |
| Non-managed Assets ($) | $147,304,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,517,000 | 180 |
| 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 | $2,248,000 | 98 |
| Number of Managed Accounts | $2,039,000 | 80 |
| Number of Non-Managed Accounts | $209,000 | 157 |
| Total fiduciary and related assets | $730,140,000 | 183 |
| Managed Assets ($) | $588,181,000 | 161 |
| Non-managed Assets ($) | $141,959,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,588,000 | 181 |
| 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 | $2,231,000 | 100 |
| Number of Managed Accounts | $2,014,000 | 83 |
| Number of Non-Managed Accounts | $217,000 | 157 |
| Total fiduciary and related assets | $677,486,000 | 187 |
| Managed Assets ($) | $547,769,000 | 163 |
| Non-managed Assets ($) | $129,717,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 183 |
| 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 | $2,193,000 | 98 |
| Number of Managed Accounts | $1,974,000 | 83 |
| Number of Non-Managed Accounts | $219,000 | 155 |
| Total fiduciary and related assets | $632,856,000 | 189 |
| Managed Assets ($) | $510,435,000 | 163 |
| Non-managed Assets ($) | $122,421,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 184 |
| 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 | $2,158,000 | 114 |
| Number of Managed Accounts | $1,937,000 | 87 |
| Number of Non-Managed Accounts | $221,000 | 213 |
| Total fiduciary and related assets | $652,319,000 | 194 |
| Managed Assets ($) | $523,313,000 | 167 |
| Non-managed Assets ($) | $129,006,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,917,000 | 179 |
| 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 | $2,141,000 | 105 |
| Number of Managed Accounts | $1,921,000 | 87 |
| Number of Non-Managed Accounts | $220,000 | 160 |
| Total fiduciary and related assets | $719,236,000 | 192 |
| Managed Assets ($) | $574,261,000 | 165 |
| Non-managed Assets ($) | $144,975,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,980,000 | 184 |
| 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 | $2,092,000 | 113 |
| Number of Managed Accounts | $1,886,000 | 90 |
| Number of Non-Managed Accounts | $206,000 | 171 |
| Total fiduciary and related assets | $747,843,000 | 197 |
| Managed Assets ($) | $611,173,000 | 167 |
| Non-managed Assets ($) | $136,670,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,017,000 | 185 |
| 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 | $2,163,000 | 110 |
| Number of Managed Accounts | $2,140,000 | 84 |
| Number of Non-Managed Accounts | $23,000 | 334 |
| Total fiduciary and related assets | $767,229,000 | 203 |
| Managed Assets ($) | $754,997,000 | 159 |
| Non-managed Assets ($) | $12,232,000 | 356 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,011,000 | 183 |
| 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 | $2,054,000 | 118 |
| Number of Managed Accounts | $2,033,000 | 83 |
| Number of Non-Managed Accounts | $21,000 | 760 |
| Total fiduciary and related assets | $824,189,000 | 198 |
| Managed Assets ($) | $811,310,000 | 151 |
| Non-managed Assets ($) | $12,879,000 | 600 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,928,000 | 183 |
| 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 | $2,013,000 | 112 |
| Number of Managed Accounts | $1,991,000 | 81 |
| Number of Non-Managed Accounts | $22,000 | 326 |
| Total fiduciary and related assets | $812,289,000 | 199 |
| Managed Assets ($) | $798,498,000 | 152 |
| Non-managed Assets ($) | $13,791,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,910,000 | 182 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,994,000 | 116 |
| Number of Managed Accounts | $1,973,000 | 84 |
| Number of Non-Managed Accounts | $21,000 | 341 |
| Total fiduciary and related assets | $796,037,000 | 208 |
| Managed Assets ($) | $783,626,000 | 159 |
| Non-managed Assets ($) | $12,411,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,888,000 | 191 |
| 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 | $1,983,000 | 114 |
| Number of Managed Accounts | $1,961,000 | 85 |
| Number of Non-Managed Accounts | $22,000 | 336 |
| Total fiduciary and related assets | $747,303,000 | 212 |
| Managed Assets ($) | $735,523,000 | 161 |
| Non-managed Assets ($) | $11,780,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 190 |
| 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 | $1,967,000 | 121 |
| Number of Managed Accounts | $1,946,000 | 86 |
| Number of Non-Managed Accounts | $21,000 | 781 |
| Total fiduciary and related assets | $733,530,000 | 216 |
| Managed Assets ($) | $721,934,000 | 163 |
| Non-managed Assets ($) | $11,596,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,423,000 | 189 |
| 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 | $1,950,000 | 121 |
| Number of Managed Accounts | $1,930,000 | 90 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $700,988,000 | 222 |
| Managed Assets ($) | $689,702,000 | 169 |
| Non-managed Assets ($) | $11,286,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,550,000 | 197 |
| 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 | $1,925,000 | 127 |
| Number of Managed Accounts | $1,903,000 | 95 |
| Number of Non-Managed Accounts | $22,000 | 340 |
| Total fiduciary and related assets | $679,474,000 | 230 |
| Managed Assets ($) | $668,536,000 | 177 |
| Non-managed Assets ($) | $10,938,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,713,000 | 199 |
| 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 | $1,940,000 | 124 |
| Number of Managed Accounts | $1,905,000 | 94 |
| Number of Non-Managed Accounts | $35,000 | 314 |
| Total fiduciary and related assets | $681,917,000 | 231 |
| Managed Assets ($) | $669,516,000 | 177 |
| Non-managed Assets ($) | $12,401,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $843,000 | 203 |
| 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 | $1,939,000 | 129 |
| Number of Managed Accounts | $1,903,000 | 95 |
| Number of Non-Managed Accounts | $36,000 | 658 |
| Total fiduciary and related assets | $666,733,000 | 230 |
| Managed Assets ($) | $648,546,000 | 179 |
| Non-managed Assets ($) | $18,187,000 | 528 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,990,000 | 208 |
| 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 | $1,932,000 | 119 |
| Number of Managed Accounts | $1,897,000 | 91 |
| Number of Non-Managed Accounts | $35,000 | 312 |
| Total fiduciary and related assets | $622,476,000 | 231 |
| Managed Assets ($) | $605,132,000 | 184 |
| Non-managed Assets ($) | $17,344,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,208,000 | 208 |
| 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 | $1,945,000 | 116 |
| Number of Managed Accounts | $1,909,000 | 88 |
| Number of Non-Managed Accounts | $36,000 | 321 |
| Total fiduciary and related assets | $591,975,000 | 231 |
| Managed Assets ($) | $575,144,000 | 187 |
| Non-managed Assets ($) | $16,831,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,459,000 | 207 |
| 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 | $1,964,000 | 118 |
| Number of Managed Accounts | $1,927,000 | 90 |
| Number of Non-Managed Accounts | $37,000 | 319 |
| Total fiduciary and related assets | $584,967,000 | 237 |
| Managed Assets ($) | $567,921,000 | 190 |
| Non-managed Assets ($) | $17,046,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 209 |
| 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 | $1,967,000 | 130 |
| Number of Managed Accounts | $1,927,000 | 94 |
| Number of Non-Managed Accounts | $40,000 | 659 |
| Total fiduciary and related assets | $585,415,000 | 237 |
| Managed Assets ($) | $567,778,000 | 188 |
| Non-managed Assets ($) | $17,637,000 | 532 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,720,000 | 214 |
| 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 | $1,953,000 | 121 |
| Number of Managed Accounts | $1,916,000 | 91 |
| Number of Non-Managed Accounts | $37,000 | 320 |
| Total fiduciary and related assets | $572,249,000 | 236 |
| Managed Assets ($) | $556,217,000 | 185 |
| Non-managed Assets ($) | $16,032,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,002,000 | 217 |
| 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 | $1,969,000 | 119 |
| Number of Managed Accounts | $1,931,000 | 92 |
| Number of Non-Managed Accounts | $38,000 | 328 |
| Total fiduciary and related assets | $568,575,000 | 235 |
| Managed Assets ($) | $552,482,000 | 184 |
| Non-managed Assets ($) | $16,093,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,341,000 | 221 |
| 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 | $1,983,000 | 120 |
| Number of Managed Accounts | $1,944,000 | 91 |
| Number of Non-Managed Accounts | $39,000 | 330 |
| Total fiduciary and related assets | $545,603,000 | 241 |
| Managed Assets ($) | $529,448,000 | 189 |
| Non-managed Assets ($) | $16,155,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 214 |
| 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 | $2,009,000 | 131 |
| Number of Managed Accounts | $1,968,000 | 97 |
| Number of Non-Managed Accounts | $41,000 | 663 |
| Total fiduciary and related assets | $536,131,000 | 252 |
| Managed Assets ($) | $520,268,000 | 191 |
| Non-managed Assets ($) | $15,863,000 | 577 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,445,000 | 232 |
| 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 | $1,972,000 | 128 |
| Number of Managed Accounts | $1,917,000 | 96 |
| Number of Non-Managed Accounts | $55,000 | 321 |
| Total fiduciary and related assets | $473,070,000 | 266 |
| Managed Assets ($) | $447,217,000 | 206 |
| Non-managed Assets ($) | $25,853,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,783,000 | 245 |
| 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 | $1,970,000 | 131 |
| Number of Managed Accounts | $1,914,000 | 94 |
| Number of Non-Managed Accounts | $56,000 | 326 |
| Total fiduciary and related assets | $468,587,000 | 267 |
| Managed Assets ($) | $443,562,000 | 208 |
| Non-managed Assets ($) | $25,025,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,178,000 | 250 |
| 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 | $1,978,000 | 136 |
| Number of Managed Accounts | $1,920,000 | 101 |
| Number of Non-Managed Accounts | $58,000 | 326 |
| Total fiduciary and related assets | $440,071,000 | 275 |
| Managed Assets ($) | $417,641,000 | 212 |
| Non-managed Assets ($) | $22,430,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 248 |
| 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 | $1,997,000 | 142 |
| Number of Managed Accounts | $1,917,000 | 105 |
| Number of Non-Managed Accounts | $80,000 | 489 |
| Total fiduciary and related assets | $437,057,000 | 277 |
| Managed Assets ($) | $413,200,000 | 214 |
| Non-managed Assets ($) | $23,857,000 | 475 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,352,000 | 260 |
| 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 | $2,159,000 | 123 |
| Number of Managed Accounts | $1,975,000 | 96 |
| Number of Non-Managed Accounts | $184,000 | 296 |
| Total fiduciary and related assets | $487,140,000 | 248 |
| Managed Assets ($) | $444,564,000 | 205 |
| Non-managed Assets ($) | $42,576,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,401,000 | 264 |
| 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 | $2,392,000 | 265 |
| 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 | $2,029,000 | 327 |
| 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 | $1,750,000 | 346 |
| 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 | $1,375,000 | 393 |
| 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 | $922,000 | 534 |
| 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 | $779,000 | 601 |
| 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 | $722,000 | 616 |
| 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 | $603,000 | 701 |
| 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 | $439,000 | 810 |