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Horizon Bank, Fiduciary and Related Services

2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,350,000174
Number of Managed Accounts$1,193,000159
Number of Non-Managed Accounts$157,000184
Total fiduciary and related assets$916,218,000233
Managed Assets ($)$708,918,000230
Non-managed Assets ($)$207,300,000196
Memoranda
Gross Fiduciary activities income$7,420,000192
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,495,000161
Number of Managed Accounts$1,324,000143
Number of Non-Managed Accounts$171,000142
Total fiduciary and related assets$3,805,607,000114
Managed Assets ($)$3,604,629,00086
Non-managed Assets ($)$200,978,000184
Memoranda
Gross Fiduciary activities income$5,828,000185
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,525,000162
Number of Managed Accounts$1,346,000145
Number of Non-Managed Accounts$179,000143
Total fiduciary and related assets$3,714,084,000114
Managed Assets ($)$3,485,189,00089
Non-managed Assets ($)$228,895,000184
Memoranda
Gross Fiduciary activities income$3,704,000191
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,633,000153
Number of Managed Accounts$1,436,000138
Number of Non-Managed Accounts$197,000133
Total fiduciary and related assets$3,602,576,000112
Managed Assets ($)$3,321,202,00087
Non-managed Assets ($)$281,374,000162
Memoranda
Gross Fiduciary activities income$1,743,000197
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,641,000157
Number of Managed Accounts$1,454,000138
Number of Non-Managed Accounts$187,000164
Total fiduciary and related assets$3,385,290,000116
Managed Assets ($)$3,177,973,00088
Non-managed Assets ($)$207,317,000188
Memoranda
Gross Fiduciary activities income$9,145,000153
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,653,000152
Number of Managed Accounts$1,465,000137
Number of Non-Managed Accounts$188,000132
Total fiduciary and related assets$3,670,352,000102
Managed Assets ($)$3,481,633,00075
Non-managed Assets ($)$188,719,000181
Memoranda
Gross Fiduciary activities income$6,398,000159
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,690,000151
Number of Managed Accounts$1,492,000138
Number of Non-Managed Accounts$198,000137
Total fiduciary and related assets$3,611,802,000102
Managed Assets ($)$3,414,724,00075
Non-managed Assets ($)$197,078,000183
Memoranda
Gross Fiduciary activities income$4,293,000154
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,738,000146
Number of Managed Accounts$1,521,000136
Number of Non-Managed Accounts$217,000128
Total fiduciary and related assets$3,264,499,000102
Managed Assets ($)$3,080,757,00077
Non-managed Assets ($)$183,742,000176
Memoranda
Gross Fiduciary activities income$2,528,000142
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,771,000152
Number of Managed Accounts$1,558,000136
Number of Non-Managed Accounts$213,000160
Total fiduciary and related assets$3,269,233,000109
Managed Assets ($)$3,033,124,00085
Non-managed Assets ($)$236,109,000166
Memoranda
Gross Fiduciary activities income$8,580,000158
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,734,000149
Number of Managed Accounts$1,593,000131
Number of Non-Managed Accounts$141,000164
Total fiduciary and related assets$3,119,478,000112
Managed Assets ($)$3,025,207,00087
Non-managed Assets ($)$94,271,000224
Memoranda
Gross Fiduciary activities income$5,986,000162
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,735,000151
Number of Managed Accounts$1,616,000130
Number of Non-Managed Accounts$119,000180
Total fiduciary and related assets$3,221,248,000107
Managed Assets ($)$3,138,033,00080
Non-managed Assets ($)$83,215,000252
Memoranda
Gross Fiduciary activities income$4,152,000157
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,801,000146
Number of Managed Accounts$1,591,000128
Number of Non-Managed Accounts$210,000140
Total fiduciary and related assets$2,782,899,000114
Managed Assets ($)$2,600,873,00092
Non-managed Assets ($)$182,026,000181
Memoranda
Gross Fiduciary activities income$2,089,000154
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,544,000160
Number of Managed Accounts$1,422,000138
Number of Non-Managed Accounts$122,000236
Total fiduciary and related assets$2,428,866,000115
Managed Assets ($)$2,353,497,00092
Non-managed Assets ($)$75,369,000274
Memoranda
Gross Fiduciary activities income$7,827,000164
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,560,000156
Number of Managed Accounts$1,434,000134
Number of Non-Managed Accounts$126,000181
Total fiduciary and related assets$2,456,648,000118
Managed Assets ($)$2,373,356,00093
Non-managed Assets ($)$83,292,000257
Memoranda
Gross Fiduciary activities income$5,598,000167
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,562,000158
Number of Managed Accounts$1,438,000135
Number of Non-Managed Accounts$124,000190
Total fiduciary and related assets$2,192,204,000124
Managed Assets ($)$2,111,095,00099
Non-managed Assets ($)$81,109,000258
Memoranda
Gross Fiduciary activities income$3,743,000167
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,573,000159
Number of Managed Accounts$1,453,000132
Number of Non-Managed Accounts$120,000192
Total fiduciary and related assets$2,448,567,000117
Managed Assets ($)$2,374,371,00093
Non-managed Assets ($)$74,196,000262
Memoranda
Gross Fiduciary activities income$1,919,000169
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,568,000162
Number of Managed Accounts$1,453,000135
Number of Non-Managed Accounts$115,000253
Total fiduciary and related assets$2,361,735,000119
Managed Assets ($)$2,291,582,00094
Non-managed Assets ($)$70,153,000283
Memoranda
Gross Fiduciary activities income$7,871,000160
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$3,647,00070
Number of Managed Accounts$3,524,00057
Number of Non-Managed Accounts$123,000187
Total fiduciary and related assets$2,307,820,000120
Managed Assets ($)$2,235,266,00094
Non-managed Assets ($)$72,554,000254
Memoranda
Gross Fiduciary activities income$5,740,000160
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,578,000155
Number of Managed Accounts$1,453,000131
Number of Non-Managed Accounts$125,000184
Total fiduciary and related assets$1,873,252,000132
Managed Assets ($)$1,802,510,000106
Non-managed Assets ($)$70,742,000254
Memoranda
Gross Fiduciary activities income$3,858,000157
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,589,000151
Number of Managed Accounts$1,469,000127
Number of Non-Managed Accounts$120,000183
Total fiduciary and related assets$1,763,189,000135
Managed Assets ($)$1,704,820,000110
Non-managed Assets ($)$58,369,000265
Memoranda
Gross Fiduciary activities income$1,920,000155
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,598,000149
Number of Managed Accounts$1,473,000125
Number of Non-Managed Accounts$125,000245
Total fiduciary and related assets$1,667,087,000135
Managed Assets ($)$1,613,519,000110
Non-managed Assets ($)$53,568,000314
Memoranda
Gross Fiduciary activities income$6,621,000168
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,743,000133
Number of Managed Accounts$1,558,000113
Number of Non-Managed Accounts$185,000153
Total fiduciary and related assets$1,577,584,000136
Managed Assets ($)$1,512,405,000112
Non-managed Assets ($)$65,179,000260
Memoranda
Gross Fiduciary activities income$4,728,000171
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,667,000137
Number of Managed Accounts$1,498,000122
Number of Non-Managed Accounts$169,000161
Total fiduciary and related assets$1,509,188,000139
Managed Assets ($)$1,443,762,000115
Non-managed Assets ($)$65,426,000257
Memoranda
Gross Fiduciary activities income$3,087,000175
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,505,000156
Number of Managed Accounts$1,388,000133
Number of Non-Managed Accounts$117,000191
Total fiduciary and related assets$1,401,927,000147
Managed Assets ($)$1,352,490,000120
Non-managed Assets ($)$49,437,000281
Memoranda
Gross Fiduciary activities income$1,632,000166
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,617,000146
Number of Managed Accounts$1,386,000129
Number of Non-Managed Accounts$231,000163
Total fiduciary and related assets$1,159,796,000169
Managed Assets ($)$1,109,031,000129
Non-managed Assets ($)$50,765,000318
Memoranda
Gross Fiduciary activities income$5,616,000186
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,624,000141
Number of Managed Accounts$1,394,000124
Number of Non-Managed Accounts$230,000136
Total fiduciary and related assets$1,231,806,000161
Managed Assets ($)$1,170,859,000124
Non-managed Assets ($)$60,947,000263
Memoranda
Gross Fiduciary activities income$4,017,000188
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,363,000167
Number of Managed Accounts$1,259,000145
Number of Non-Managed Accounts$104,000196
Total fiduciary and related assets$1,046,533,000186
Managed Assets ($)$1,000,188,000146
Non-managed Assets ($)$46,345,000288
Memoranda
Gross Fiduciary activities income$2,505,000203
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,411,000160
Number of Managed Accounts$1,303,000137
Number of Non-Managed Accounts$108,000189
Total fiduciary and related assets$964,247,000195
Managed Assets ($)$918,162,000157
Non-managed Assets ($)$46,085,000295
Memoranda
Gross Fiduciary activities income$1,295,000200
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,404,000163
Number of Managed Accounts$1,299,000135
Number of Non-Managed Accounts$105,000279
Total fiduciary and related assets$929,220,000198
Managed Assets ($)$889,744,000156
Non-managed Assets ($)$39,476,000367
Memoranda
Gross Fiduciary activities income$4,710,000203
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,400,000161
Number of Managed Accounts$1,292,000135
Number of Non-Managed Accounts$108,000191
Total fiduciary and related assets$874,966,000197
Managed Assets ($)$834,081,000155
Non-managed Assets ($)$40,885,000297
Memoranda
Gross Fiduciary activities income$3,351,000212
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,394,000163
Number of Managed Accounts$1,285,000133
Number of Non-Managed Accounts$109,000192
Total fiduciary and related assets$918,589,000190
Managed Assets ($)$878,648,000152
Non-managed Assets ($)$39,941,000298
Memoranda
Gross Fiduciary activities income$2,247,000207
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,376,000165
Number of Managed Accounts$1,264,000139
Number of Non-Managed Accounts$112,000196
Total fiduciary and related assets$867,202,000195
Managed Assets ($)$829,199,000153
Non-managed Assets ($)$38,003,000302
Memoranda
Gross Fiduciary activities income$1,048,000220
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,355,000173
Number of Managed Accounts$1,239,000140
Number of Non-Managed Accounts$116,000278
Total fiduciary and related assets$887,331,000190
Managed Assets ($)$848,475,000149
Non-managed Assets ($)$38,856,000372
Memoranda
Gross Fiduciary activities income$4,337,000200
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,344,000166
Number of Managed Accounts$1,224,000135
Number of Non-Managed Accounts$120,000195
Total fiduciary and related assets$822,210,000191
Managed Assets ($)$785,157,000152
Non-managed Assets ($)$37,053,000294
Memoranda
Gross Fiduciary activities income$3,140,000199
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,037,000194
Number of Managed Accounts$924,000167
Number of Non-Managed Accounts$113,000202
Total fiduciary and related assets$793,266,000190
Managed Assets ($)$756,686,000153
Non-managed Assets ($)$36,580,000296
Memoranda
Gross Fiduciary activities income$2,187,000198
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,348,000163
Number of Managed Accounts$1,222,000130
Number of Non-Managed Accounts$126,000194
Total fiduciary and related assets$755,192,000194
Managed Assets ($)$716,135,000158
Non-managed Assets ($)$39,057,000298
Memoranda
Gross Fiduciary activities income$1,140,000191
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,343,000170
Number of Managed Accounts$1,215,000134
Number of Non-Managed Accounts$128,000276
Total fiduciary and related assets$764,028,000190
Managed Assets ($)$726,338,000155
Non-managed Assets ($)$37,690,000381
Memoranda
Gross Fiduciary activities income$3,997,000199
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,313,000163
Number of Managed Accounts$1,190,000134
Number of Non-Managed Accounts$123,000186
Total fiduciary and related assets$605,206,000221
Managed Assets ($)$567,170,000179
Non-managed Assets ($)$38,036,000286
Memoranda
Gross Fiduciary activities income$2,928,000199
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,328,000157
Number of Managed Accounts$1,206,000129
Number of Non-Managed Accounts$122,000188
Total fiduciary and related assets$573,469,000228
Managed Assets ($)$530,624,000176
Non-managed Assets ($)$42,845,000276
Memoranda
Gross Fiduciary activities income$1,957,000199
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,310,000159
Number of Managed Accounts$1,186,000130
Number of Non-Managed Accounts$124,000188
Total fiduciary and related assets$566,124,000229
Managed Assets ($)$524,234,000180
Non-managed Assets ($)$41,890,000277
Memoranda
Gross Fiduciary activities income$975,000201
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,313,000163
Number of Managed Accounts$1,194,000131
Number of Non-Managed Accounts$119,000282
Total fiduciary and related assets$548,342,000223
Managed Assets ($)$507,870,000175
Non-managed Assets ($)$40,472,000357
Memoranda
Gross Fiduciary activities income$3,983,000164
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,337,000154
Number of Managed Accounts$1,212,000130
Number of Non-Managed Accounts$125,000187
Total fiduciary and related assets$539,371,000218
Managed Assets ($)$496,395,000173
Non-managed Assets ($)$42,976,000266
Memoranda
Gross Fiduciary activities income$2,911,000169
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,349,000156
Number of Managed Accounts$1,222,000128
Number of Non-Managed Accounts$127,000191
Total fiduciary and related assets$558,888,000224
Managed Assets ($)$511,731,000177
Non-managed Assets ($)$47,157,000267
Memoranda
Gross Fiduciary activities income$1,895,000173
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,344,000152
Number of Managed Accounts$1,213,000125
Number of Non-Managed Accounts$131,000190
Total fiduciary and related assets$526,099,000232
Managed Assets ($)$487,184,000181
Non-managed Assets ($)$38,915,000279
Memoranda
Gross Fiduciary activities income$963,000174
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,335,000164
Number of Managed Accounts$1,149,000135
Number of Non-Managed Accounts$186,000228
Total fiduciary and related assets$488,954,000242
Managed Assets ($)$468,762,000185
Non-managed Assets ($)$20,192,000485
Memoranda
Gross Fiduciary activities income$3,979,000161
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,326,000154
Number of Managed Accounts$1,145,000129
Number of Non-Managed Accounts$181,000165
Total fiduciary and related assets$433,051,000252
Managed Assets ($)$413,331,000203
Non-managed Assets ($)$19,720,000315
Memoranda
Gross Fiduciary activities income$2,936,000162
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,316,000154
Number of Managed Accounts$1,138,000129
Number of Non-Managed Accounts$178,000168
Total fiduciary and related assets$417,226,000250
Managed Assets ($)$397,030,000202
Non-managed Assets ($)$20,196,000311
Memoranda
Gross Fiduciary activities income$2,002,000162
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,286,000162
Number of Managed Accounts$1,104,000134
Number of Non-Managed Accounts$182,000166
Total fiduciary and related assets$436,000,000256
Managed Assets ($)$409,512,000206
Non-managed Assets ($)$26,488,000300
Memoranda
Gross Fiduciary activities income$995,000162
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,226,000179
Number of Managed Accounts$1,041,000144
Number of Non-Managed Accounts$185,000230
Total fiduciary and related assets$413,538,000262
Managed Assets ($)$394,170,000212
Non-managed Assets ($)$19,368,000502
Memoranda
Gross Fiduciary activities income$3,322,000184
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,166,000175
Number of Managed Accounts$1,045,000140
Number of Non-Managed Accounts$121,000196
Total fiduciary and related assets$404,275,000264
Managed Assets ($)$392,627,000211
Non-managed Assets ($)$11,648,000320
Memoranda
Gross Fiduciary activities income$2,470,000184
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$1,726,000180
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$909,000174
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,723
Fiduciary or related activity$01,634
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,622
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$01,251
Total fiduciary and related assets$01,618
Managed Assets ($)$01,519
Non-managed Assets ($)$01,241
Memoranda
Gross Fiduciary activities income$3,450,000190
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,749
Fiduciary or related activity$01,659
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0441
Number of Managed Accounts$0419
Number of Non-Managed Accounts$0421
Total fiduciary and related assets$0440
Managed Assets ($)$0419
Non-managed Assets ($)$0420
Memoranda
Gross Fiduciary activities income$2,585,000196
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,767
Fiduciary or related activity$01,672
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0425
Number of Non-Managed Accounts$0427
Total fiduciary and related assets$0449
Managed Assets ($)$0425
Non-managed Assets ($)$0426
Memoranda
Gross Fiduciary activities income$1,765,000199
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,777
Fiduciary or related activity$01,684
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0434
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0459
Managed Assets ($)$0434
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$847,000204
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,786
Fiduciary or related activity$01,696
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,688
Number of Managed Accounts$01,582
Number of Non-Managed Accounts$01,300
Total fiduciary and related assets$01,685
Managed Assets ($)$01,581
Non-managed Assets ($)$01,291
Memoranda
Gross Fiduciary activities income$3,379,000203
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,805
Fiduciary or related activity$01,715
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0421
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$0443
Managed Assets ($)$0421
Non-managed Assets ($)$0416
Memoranda
Gross Fiduciary activities income$2,470,000205
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,809
Fiduciary or related activity$01,721
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0450
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0422
Total fiduciary and related assets$0449
Managed Assets ($)$0427
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$1,636,000212
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,815
Fiduciary or related activity$01,720
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0451
Number of Managed Accounts$0427
Number of Non-Managed Accounts$0425
Total fiduciary and related assets$0450
Managed Assets ($)$0427
Non-managed Assets ($)$0424
Memoranda
Gross Fiduciary activities income$765,000219
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,827
Fiduciary or related activity$01,740
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,733
Number of Managed Accounts$01,625
Number of Non-Managed Accounts$01,332
Total fiduciary and related assets$01,730
Managed Assets ($)$01,624
Non-managed Assets ($)$01,321
Memoranda
Gross Fiduciary activities income$3,100,000198
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,839
Fiduciary or related activity$01,758
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0432
Number of Managed Accounts$0409
Number of Non-Managed Accounts$0409
Total fiduciary and related assets$0431
Managed Assets ($)$0409
Non-managed Assets ($)$0408
Memoranda
Gross Fiduciary activities income$2,231,000208
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,855
Fiduciary or related activity$01,774
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0435
Number of Managed Accounts$0413
Number of Non-Managed Accounts$0412
Total fiduciary and related assets$0434
Managed Assets ($)$0413
Non-managed Assets ($)$0411
Memoranda
Gross Fiduciary activities income$1,473,000218
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,863
Fiduciary or related activity$01,786
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0458
Number of Managed Accounts$0437
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0457
Managed Assets ($)$0437
Non-managed Assets ($)$0422
Memoranda
Gross Fiduciary activities income$663,000236
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,867
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,788
Number of Managed Accounts$01,678
Number of Non-Managed Accounts$01,373
Total fiduciary and related assets$01,786
Managed Assets ($)$01,677
Non-managed Assets ($)$01,365
Memoranda
Gross Fiduciary activities income$2,748,000217
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,877
Fiduciary or related activity$01,783
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0444
Number of Managed Accounts$0422
Number of Non-Managed Accounts$0414
Total fiduciary and related assets$0443
Managed Assets ($)$0423
Non-managed Assets ($)$0412
Memoranda
Gross Fiduciary activities income$2,042,000214
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,881
Fiduciary or related activity$01,792
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0460
Number of Managed Accounts$0435
Number of Non-Managed Accounts$0431
Total fiduciary and related assets$0458
Managed Assets ($)$0435
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$1,373,000213
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,895
Fiduciary or related activity$01,801
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0465
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0433
Total fiduciary and related assets$0463
Managed Assets ($)$0438
Non-managed Assets ($)$0431
Memoranda
Gross Fiduciary activities income$627,000229
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,898
Fiduciary or related activity$01,821
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,812
Number of Managed Accounts$01,698
Number of Non-Managed Accounts$01,368
Total fiduciary and related assets$01,810
Managed Assets ($)$01,698
Non-managed Assets ($)$01,358
Memoranda
Gross Fiduciary activities income$2,694,000216
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,908
Fiduciary or related activity$01,824
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0453
Number of Managed Accounts$0424
Number of Non-Managed Accounts$0423
Total fiduciary and related assets$0451
Managed Assets ($)$0424
Non-managed Assets ($)$0421
Memoranda
Gross Fiduciary activities income$1,930,000223
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,920
Fiduciary or related activity$01,840
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0462
Number of Managed Accounts$0429
Number of Non-Managed Accounts$0432
Total fiduciary and related assets$0459
Managed Assets ($)$0429
Non-managed Assets ($)$0429
Memoranda
Gross Fiduciary activities income$1,335,000222
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,930
Fiduciary or related activity$01,848
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0438
Number of Non-Managed Accounts$0438
Total fiduciary and related assets$0471
Managed Assets ($)$0438
Non-managed Assets ($)$0436
Memoranda
Gross Fiduciary activities income$639,000227
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,948
Fiduciary or related activity$01,873
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,865
Number of Managed Accounts$01,742
Number of Non-Managed Accounts$01,417
Total fiduciary and related assets$01,862
Managed Assets ($)$01,742
Non-managed Assets ($)$01,404
Memoranda
Gross Fiduciary activities income$2,413,000233
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,971
Fiduciary or related activity$01,895
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0473
Number of Managed Accounts$0442
Number of Non-Managed Accounts$0446
Total fiduciary and related assets$0472
Managed Assets ($)$0442
Non-managed Assets ($)$0445
Memoranda
Gross Fiduciary activities income$1,798,000243
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$01,985
Fiduciary or related activity$01,908
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0474
Number of Managed Accounts$0446
Number of Non-Managed Accounts$0448
Total fiduciary and related assets$0473
Managed Assets ($)$0446
Non-managed Assets ($)$0447
Memoranda
Gross Fiduciary activities income$1,188,000247
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,011
Fiduciary or related activity$01,921
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0491
Number of Managed Accounts$0461
Number of Non-Managed Accounts$0460
Total fiduciary and related assets$0490
Managed Assets ($)$0461
Non-managed Assets ($)$0458
Memoranda
Gross Fiduciary activities income$557,000265
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$02,027
Fiduciary or related activity$01,927
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,919
Number of Managed Accounts$01,796
Number of Non-Managed Accounts$01,465
Total fiduciary and related assets$01,916
Managed Assets ($)$01,796
Non-managed Assets ($)$01,452
Memoranda
Gross Fiduciary activities income$2,349,000261
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed Accounts$01,766
Number of Non-Managed Accounts$01,385
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Non-managed Assets ($)$01,377
Memoranda
Gross Fiduciary activities income$2,641,000244
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,728,000242
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,113,000323
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,141,000308
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,423,000299
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,094,000352
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,769,000405
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,699,000405
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,630,000426
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,501,000438