Home > Midland States Bank > Fiduciary and Related Services
Midland States Bank, Fiduciary and Related Services
| 2024-09-30 | 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 | $4,245,000 | 80 |
| Number of Managed Accounts | $3,983,000 | 64 |
| Number of Non-Managed Accounts | $262,000 | 116 |
| Total fiduciary and related assets | $3,680,804,000 | 136 |
| Managed Assets ($) | $2,960,466,000 | 114 |
| Non-managed Assets ($) | $720,338,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,620,000 | 114 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,233,000 | 81 |
| Number of Managed Accounts | $3,970,000 | 64 |
| Number of Non-Managed Accounts | $263,000 | 126 |
| Total fiduciary and related assets | $3,438,547,000 | 138 |
| Managed Assets ($) | $2,739,872,000 | 120 |
| Non-managed Assets ($) | $698,675,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,010,000 | 120 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,200,000 | 82 |
| Number of Managed Accounts | $3,946,000 | 64 |
| Number of Non-Managed Accounts | $254,000 | 119 |
| Total fiduciary and related assets | $3,331,624,000 | 143 |
| Managed Assets ($) | $2,626,966,000 | 124 |
| Non-managed Assets ($) | $704,658,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,709,000 | 103 |
| 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 | $4,234,000 | 78 |
| Number of Managed Accounts | $3,975,000 | 61 |
| Number of Non-Managed Accounts | $259,000 | 137 |
| Total fiduciary and related assets | $3,213,837,000 | 138 |
| Managed Assets ($) | $2,530,586,000 | 119 |
| Non-managed Assets ($) | $683,251,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,845,000 | 102 |
| 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 | $4,207,000 | 77 |
| Number of Managed Accounts | $3,954,000 | 62 |
| Number of Non-Managed Accounts | $253,000 | 118 |
| Total fiduciary and related assets | $3,023,932,000 | 139 |
| Managed Assets ($) | $2,366,087,000 | 121 |
| Non-managed Assets ($) | $657,845,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,687,000 | 106 |
| 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 | $4,214,000 | 76 |
| Number of Managed Accounts | $3,956,000 | 61 |
| Number of Non-Managed Accounts | $258,000 | 127 |
| Total fiduciary and related assets | $3,109,730,000 | 134 |
| Managed Assets ($) | $2,427,663,000 | 114 |
| Non-managed Assets ($) | $682,067,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,819,000 | 103 |
| 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 | $4,198,000 | 81 |
| Number of Managed Accounts | $3,939,000 | 64 |
| Number of Non-Managed Accounts | $259,000 | 122 |
| Total fiduciary and related assets | $3,024,248,000 | 144 |
| Managed Assets ($) | $2,368,591,000 | 124 |
| Non-managed Assets ($) | $655,657,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,980,000 | 103 |
| 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 | $4,210,000 | 82 |
| Number of Managed Accounts | $3,936,000 | 66 |
| Number of Non-Managed Accounts | $274,000 | 139 |
| Total fiduciary and related assets | $3,160,372,000 | 144 |
| Managed Assets ($) | $2,334,934,000 | 125 |
| Non-managed Assets ($) | $825,438,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,640,000 | 103 |
| 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 | $4,154,000 | 81 |
| Number of Managed Accounts | $3,877,000 | 66 |
| Number of Non-Managed Accounts | $277,000 | 124 |
| Total fiduciary and related assets | $3,018,174,000 | 144 |
| Managed Assets ($) | $2,222,145,000 | 122 |
| Non-managed Assets ($) | $796,029,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,858,000 | 105 |
| 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 | $4,168,000 | 69 |
| Number of Managed Accounts | $3,894,000 | 60 |
| Number of Non-Managed Accounts | $274,000 | 112 |
| Total fiduciary and related assets | $3,142,447,000 | 117 |
| Managed Assets ($) | $2,312,165,000 | 102 |
| Non-managed Assets ($) | $830,282,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,141,000 | 85 |
| 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 | $4,186,000 | 71 |
| Number of Managed Accounts | $3,902,000 | 59 |
| Number of Non-Managed Accounts | $284,000 | 108 |
| Total fiduciary and related assets | $3,481,952,000 | 116 |
| Managed Assets ($) | $2,537,054,000 | 101 |
| Non-managed Assets ($) | $944,898,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,541,000 | 86 |
| 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 | $4,177,000 | 70 |
| Number of Managed Accounts | $3,897,000 | 56 |
| Number of Non-Managed Accounts | $280,000 | 121 |
| Total fiduciary and related assets | $3,623,094,000 | 115 |
| Managed Assets ($) | $2,626,870,000 | 100 |
| Non-managed Assets ($) | $996,224,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,478,000 | 90 |
| 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 | $4,035,000 | 71 |
| Number of Managed Accounts | $3,750,000 | 60 |
| Number of Non-Managed Accounts | $285,000 | 108 |
| Total fiduciary and related assets | $3,410,391,000 | 117 |
| Managed Assets ($) | $2,467,825,000 | 103 |
| Non-managed Assets ($) | $942,566,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,967,000 | 90 |
| 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 | $3,932,000 | 72 |
| Number of Managed Accounts | $3,647,000 | 62 |
| Number of Non-Managed Accounts | $285,000 | 111 |
| Total fiduciary and related assets | $3,401,561,000 | 116 |
| Managed Assets ($) | $2,462,053,000 | 102 |
| Non-managed Assets ($) | $939,508,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,698,000 | 93 |
| 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 | $3,266,000 | 80 |
| Number of Managed Accounts | $3,024,000 | 70 |
| Number of Non-Managed Accounts | $242,000 | 121 |
| Total fiduciary and related assets | $2,890,779,000 | 124 |
| Managed Assets ($) | $2,040,841,000 | 117 |
| Non-managed Assets ($) | $849,938,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,078,000 | 100 |
| 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 | $3,272,000 | 83 |
| Number of Managed Accounts | $3,016,000 | 71 |
| Number of Non-Managed Accounts | $256,000 | 136 |
| Total fiduciary and related assets | $2,832,377,000 | 125 |
| Managed Assets ($) | $1,999,241,000 | 117 |
| Non-managed Assets ($) | $833,136,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,328,000 | 94 |
| 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 | $3,307,000 | 78 |
| Number of Managed Accounts | $3,037,000 | 72 |
| Number of Non-Managed Accounts | $270,000 | 113 |
| Total fiduciary and related assets | $2,644,813,000 | 122 |
| Managed Assets ($) | $1,880,079,000 | 114 |
| Non-managed Assets ($) | $764,734,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,324,000 | 94 |
| 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 | $3,341,000 | 77 |
| Number of Managed Accounts | $3,079,000 | 69 |
| Number of Non-Managed Accounts | $262,000 | 121 |
| Total fiduciary and related assets | $2,631,977,000 | 118 |
| Managed Assets ($) | $1,886,981,000 | 114 |
| Non-managed Assets ($) | $744,996,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,639,000 | 93 |
| 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 | $3,346,000 | 76 |
| Number of Managed Accounts | $3,082,000 | 69 |
| Number of Non-Managed Accounts | $264,000 | 115 |
| Total fiduciary and related assets | $2,412,164,000 | 119 |
| Managed Assets ($) | $1,754,733,000 | 111 |
| Non-managed Assets ($) | $657,431,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,753,000 | 99 |
| 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 | $3,365,000 | 78 |
| Number of Managed Accounts | $3,095,000 | 68 |
| Number of Non-Managed Accounts | $270,000 | 135 |
| Total fiduciary and related assets | $2,729,766,000 | 117 |
| Managed Assets ($) | $1,957,474,000 | 114 |
| Non-managed Assets ($) | $772,292,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,496,000 | 98 |
| 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 | $3,326,000 | 79 |
| Number of Managed Accounts | $3,061,000 | 72 |
| Number of Non-Managed Accounts | $265,000 | 117 |
| Total fiduciary and related assets | $2,577,153,000 | 119 |
| Managed Assets ($) | $1,846,723,000 | 117 |
| Non-managed Assets ($) | $730,430,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,955,000 | 98 |
| 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 | $3,379,000 | 80 |
| Number of Managed Accounts | $3,112,000 | 68 |
| Number of Non-Managed Accounts | $267,000 | 119 |
| Total fiduciary and related assets | $2,636,028,000 | 116 |
| Managed Assets ($) | $1,894,630,000 | 112 |
| Non-managed Assets ($) | $741,398,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,937,000 | 99 |
| 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 | $3,417,000 | 80 |
| Number of Managed Accounts | $3,151,000 | 68 |
| Number of Non-Managed Accounts | $266,000 | 119 |
| Total fiduciary and related assets | $2,602,869,000 | 116 |
| Managed Assets ($) | $1,870,502,000 | 114 |
| Non-managed Assets ($) | $732,367,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,205,000 | 103 |
| 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 | $3,569,000 | 78 |
| Number of Managed Accounts | $3,262,000 | 65 |
| Number of Non-Managed Accounts | $307,000 | 130 |
| Total fiduciary and related assets | $2,464,681,000 | 114 |
| Managed Assets ($) | $1,770,257,000 | 111 |
| Non-managed Assets ($) | $694,424,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,407,000 | 100 |
| 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 | $3,585,000 | 74 |
| Number of Managed Accounts | $3,284,000 | 63 |
| Number of Non-Managed Accounts | $301,000 | 118 |
| Total fiduciary and related assets | $2,712,949,000 | 114 |
| Managed Assets ($) | $1,944,881,000 | 107 |
| Non-managed Assets ($) | $768,068,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,550,000 | 100 |
| 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 | $1,997,000 | 126 |
| Number of Managed Accounts | $1,822,000 | 111 |
| Number of Non-Managed Accounts | $175,000 | 153 |
| Total fiduciary and related assets | $1,599,312,000 | 154 |
| Managed Assets ($) | $1,053,099,000 | 154 |
| Non-managed Assets ($) | $546,213,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,541,000 | 131 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,024,000 | 126 |
| Number of Managed Accounts | $1,850,000 | 111 |
| Number of Non-Managed Accounts | $174,000 | 157 |
| Total fiduciary and related assets | $1,583,447,000 | 157 |
| Managed Assets ($) | $1,044,715,000 | 155 |
| Non-managed Assets ($) | $538,732,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,757,000 | 132 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,009,000 | 127 |
| Number of Managed Accounts | $1,833,000 | 110 |
| Number of Non-Managed Accounts | $176,000 | 197 |
| Total fiduciary and related assets | $1,584,486,000 | 157 |
| Managed Assets ($) | $1,061,742,000 | 154 |
| Non-managed Assets ($) | $522,744,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,588,000 | 129 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,010,000 | 124 |
| Number of Managed Accounts | $1,836,000 | 108 |
| Number of Non-Managed Accounts | $174,000 | 158 |
| Total fiduciary and related assets | $1,550,534,000 | 156 |
| Managed Assets ($) | $1,038,836,000 | 151 |
| Non-managed Assets ($) | $511,698,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,825,000 | 128 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,007,000 | 118 |
| Number of Managed Accounts | $1,834,000 | 102 |
| Number of Non-Managed Accounts | $173,000 | 156 |
| Total fiduciary and related assets | $1,485,391,000 | 154 |
| Managed Assets ($) | $990,706,000 | 150 |
| Non-managed Assets ($) | $494,685,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,164,000 | 128 |
| 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 | $1,968,000 | 119 |
| Number of Managed Accounts | $1,803,000 | 103 |
| Number of Non-Managed Accounts | $165,000 | 158 |
| Total fiduciary and related assets | $1,446,911,000 | 153 |
| Managed Assets ($) | $964,577,000 | 150 |
| Non-managed Assets ($) | $482,334,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,549,000 | 125 |
| 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 | $1,951,000 | 124 |
| Number of Managed Accounts | $1,785,000 | 103 |
| Number of Non-Managed Accounts | $166,000 | 201 |
| Total fiduciary and related assets | $1,421,942,000 | 149 |
| Managed Assets ($) | $956,054,000 | 147 |
| Non-managed Assets ($) | $465,888,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,767,000 | 163 |
| 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 | $1,437,000 | 162 |
| Number of Managed Accounts | $1,282,000 | 147 |
| Number of Non-Managed Accounts | $155,000 | 165 |
| Total fiduciary and related assets | $1,010,984,000 | 188 |
| Managed Assets ($) | $566,513,000 | 214 |
| Non-managed Assets ($) | $444,471,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,625,000 | 173 |
| 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 | $1,495,000 | 160 |
| Number of Managed Accounts | $1,254,000 | 151 |
| Number of Non-Managed Accounts | $241,000 | 134 |
| Total fiduciary and related assets | $976,782,000 | 190 |
| Managed Assets ($) | $555,651,000 | 218 |
| Non-managed Assets ($) | $421,131,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,024,000 | 177 |
| 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 | $1,468,000 | 160 |
| Number of Managed Accounts | $1,232,000 | 151 |
| Number of Non-Managed Accounts | $236,000 | 136 |
| Total fiduciary and related assets | $983,265,000 | 188 |
| Managed Assets ($) | $554,224,000 | 214 |
| Non-managed Assets ($) | $429,041,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,484,000 | 180 |
| 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 | $1,451,000 | 164 |
| Number of Managed Accounts | $1,216,000 | 150 |
| Number of Non-Managed Accounts | $235,000 | 161 |
| Total fiduciary and related assets | $957,453,000 | 194 |
| Managed Assets ($) | $538,302,000 | 218 |
| Non-managed Assets ($) | $419,151,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,963,000 | 178 |
| 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 | $1,441,000 | 158 |
| Number of Managed Accounts | $1,210,000 | 146 |
| Number of Non-Managed Accounts | $231,000 | 135 |
| Total fiduciary and related assets | $933,128,000 | 195 |
| Managed Assets ($) | $528,348,000 | 219 |
| Non-managed Assets ($) | $404,780,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,437,000 | 182 |
| 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 | $1,389,000 | 162 |
| Number of Managed Accounts | $1,161,000 | 152 |
| Number of Non-Managed Accounts | $228,000 | 135 |
| Total fiduciary and related assets | $962,419,000 | 197 |
| Managed Assets ($) | $541,312,000 | 223 |
| Non-managed Assets ($) | $421,107,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,954,000 | 182 |
| 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 | $1,385,000 | 163 |
| Number of Managed Accounts | $1,162,000 | 149 |
| Number of Non-Managed Accounts | $223,000 | 144 |
| Total fiduciary and related assets | $963,659,000 | 197 |
| Managed Assets ($) | $547,764,000 | 220 |
| Non-managed Assets ($) | $415,895,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,447,000 | 188 |
| 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 | $1,375,000 | 166 |
| Number of Managed Accounts | $1,152,000 | 150 |
| Number of Non-Managed Accounts | $223,000 | 173 |
| Total fiduciary and related assets | $954,268,000 | 195 |
| Managed Assets ($) | $545,683,000 | 218 |
| Non-managed Assets ($) | $408,585,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,835,000 | 178 |
| 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 | $1,351,000 | 166 |
| Number of Managed Accounts | $1,128,000 | 152 |
| Number of Non-Managed Accounts | $223,000 | 139 |
| Total fiduciary and related assets | $933,786,000 | 192 |
| Managed Assets ($) | $533,407,000 | 219 |
| Non-managed Assets ($) | $400,379,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,161,000 | 182 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,333,000 | 168 |
| Number of Managed Accounts | $1,112,000 | 152 |
| Number of Non-Managed Accounts | $221,000 | 139 |
| Total fiduciary and related assets | $925,928,000 | 189 |
| Managed Assets ($) | $521,098,000 | 224 |
| Non-managed Assets ($) | $404,830,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,804,000 | 181 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,306,000 | 175 |
| Number of Managed Accounts | $1,084,000 | 157 |
| Number of Non-Managed Accounts | $222,000 | 145 |
| Total fiduciary and related assets | $891,699,000 | 191 |
| Managed Assets ($) | $512,382,000 | 219 |
| Non-managed Assets ($) | $379,317,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,376,000 | 183 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 179 |
| Number of Managed Accounts | $1,050,000 | 162 |
| Number of Non-Managed Accounts | $236,000 | 175 |
| Total fiduciary and related assets | $864,123,000 | 193 |
| Managed Assets ($) | $486,960,000 | 229 |
| Non-managed Assets ($) | $377,163,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,974,000 | 187 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,400,000 | 155 |
| Number of Managed Accounts | $1,178,000 | 137 |
| Number of Non-Managed Accounts | $222,000 | 145 |
| Total fiduciary and related assets | $816,399,000 | 192 |
| Managed Assets ($) | $468,479,000 | 226 |
| Non-managed Assets ($) | $347,920,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,635,000 | 187 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,355,000 | 158 |
| Number of Managed Accounts | $1,136,000 | 141 |
| Number of Non-Managed Accounts | $219,000 | 148 |
| Total fiduciary and related assets | $795,156,000 | 189 |
| Managed Assets ($) | $453,952,000 | 222 |
| Non-managed Assets ($) | $341,204,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,295,000 | 192 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,231,000 | 175 |
| Number of Managed Accounts | $1,079,000 | 146 |
| Number of Non-Managed Accounts | $152,000 | 175 |
| Total fiduciary and related assets | $646,694,000 | 212 |
| Managed Assets ($) | $445,609,000 | 223 |
| Non-managed Assets ($) | $201,085,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 204 |
| 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 | $973,000 | 215 |
| Number of Managed Accounts | $833,000 | 184 |
| Number of Non-Managed Accounts | $140,000 | 255 |
| Total fiduciary and related assets | $691,785,000 | 203 |
| Managed Assets ($) | $391,406,000 | 232 |
| Non-managed Assets ($) | $300,379,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,989,000 | 200 |
| 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 | $963,000 | 205 |
| Number of Managed Accounts | $820,000 | 180 |
| Number of Non-Managed Accounts | $143,000 | 171 |
| Total fiduciary and related assets | $684,634,000 | 201 |
| Managed Assets ($) | $389,454,000 | 230 |
| Non-managed Assets ($) | $295,180,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,829,000 | 204 |
| 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 | $982,000 | 202 |
| Number of Managed Accounts | $831,000 | 178 |
| Number of Non-Managed Accounts | $151,000 | 171 |
| Total fiduciary and related assets | $628,141,000 | 206 |
| Managed Assets ($) | $347,164,000 | 242 |
| Non-managed Assets ($) | $280,977,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,922,000 | 200 |
| 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 | $982,000 | 205 |
| Number of Managed Accounts | $835,000 | 176 |
| Number of Non-Managed Accounts | $147,000 | 173 |
| Total fiduciary and related assets | $634,089,000 | 203 |
| Managed Assets ($) | $353,496,000 | 238 |
| Non-managed Assets ($) | $280,593,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 211 |
| 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 | $946,000 | 219 |
| Number of Managed Accounts | $800,000 | 181 |
| Number of Non-Managed Accounts | $146,000 | 251 |
| Total fiduciary and related assets | $573,588,000 | 214 |
| Managed Assets ($) | $323,992,000 | 249 |
| Non-managed Assets ($) | $249,596,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,376,000 | 188 |
| 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 | $919,000 | 214 |
| Number of Managed Accounts | $774,000 | 184 |
| Number of Non-Managed Accounts | $145,000 | 175 |
| Total fiduciary and related assets | $540,454,000 | 215 |
| Managed Assets ($) | $312,510,000 | 247 |
| Non-managed Assets ($) | $227,944,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,494,000 | 189 |
| 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 | $930,000 | 211 |
| Number of Managed Accounts | $799,000 | 177 |
| Number of Non-Managed Accounts | $131,000 | 188 |
| Total fiduciary and related assets | $561,191,000 | 223 |
| Managed Assets ($) | $449,952,000 | 200 |
| Non-managed Assets ($) | $111,239,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,572,000 | 198 |
| 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 | $884,000 | 222 |
| Number of Managed Accounts | $761,000 | 185 |
| Number of Non-Managed Accounts | $123,000 | 196 |
| Total fiduciary and related assets | $543,557,000 | 224 |
| Managed Assets ($) | $430,828,000 | 207 |
| Non-managed Assets ($) | $112,729,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 210 |
| 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 | $887,000 | 240 |
| Number of Managed Accounts | $739,000 | 201 |
| Number of Non-Managed Accounts | $148,000 | 265 |
| Total fiduciary and related assets | $517,239,000 | 233 |
| Managed Assets ($) | $400,476,000 | 221 |
| Non-managed Assets ($) | $116,763,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,872,000 | 279 |
| 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 | $870,000 | 226 |
| Number of Managed Accounts | $724,000 | 196 |
| Number of Non-Managed Accounts | $146,000 | 185 |
| Total fiduciary and related assets | $497,784,000 | 234 |
| Managed Assets ($) | $386,250,000 | 216 |
| Non-managed Assets ($) | $111,534,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 295 |
| 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 | $820,000 | 237 |
| Number of Managed Accounts | $677,000 | 204 |
| Number of Non-Managed Accounts | $143,000 | 184 |
| Total fiduciary and related assets | $356,339,000 | 262 |
| Managed Assets ($) | $232,590,000 | 280 |
| Non-managed Assets ($) | $123,749,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 348 |
| 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 | $742,000 | 250 |
| Number of Managed Accounts | $616,000 | 219 |
| Number of Non-Managed Accounts | $126,000 | 195 |
| Total fiduciary and related assets | $350,374,000 | 277 |
| Managed Assets ($) | $226,089,000 | 286 |
| Non-managed Assets ($) | $124,285,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,000 | 559 |
| 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 | $479,000 | 388 |
| Number of Managed Accounts | $358,000 | 353 |
| Number of Non-Managed Accounts | $121,000 | 307 |
| Total fiduciary and related assets | $189,481,000 | 409 |
| Managed Assets ($) | $73,370,000 | 537 |
| Non-managed Assets ($) | $116,111,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $974,000 | 390 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 190 |
| Number of Managed Accounts | $959,000 | 153 |
| Number of Non-Managed Accounts | $136,000 | 188 |
| Total fiduciary and related assets | $281,880,000 | 314 |
| Managed Assets ($) | $162,504,000 | 309 |
| Non-managed Assets ($) | $119,376,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $783,000 | 373 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 159 |
| Number of Managed Accounts | $1,191,000 | 131 |
| Number of Non-Managed Accounts | $138,000 | 191 |
| Total fiduciary and related assets | $333,976,000 | 275 |
| Managed Assets ($) | $222,031,000 | 278 |
| Non-managed Assets ($) | $111,945,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 478 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,000 | 771 |
| 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 | $96,000 | 868 |
| Number of Managed Accounts | $96,000 | 713 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $19,709,000 | 951 |
| Managed Assets ($) | $19,709,000 | 849 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $228,000 | 760 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 758 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,000 | 775 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,000 | 785 |
| 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 | $102,000 | 870 |
| Number of Managed Accounts | $102,000 | 710 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $25,213,000 | 941 |
| Managed Assets ($) | $25,213,000 | 849 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 794 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,000 | 764 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,000 | 750 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,000 | 725 |
| 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 | $108,000 | 872 |
| Number of Managed Accounts | $104,000 | 719 |
| Number of Non-Managed Accounts | $4,000 | 1,095 |
| Total fiduciary and related assets | $43,520,000 | 816 |
| Managed Assets ($) | $27,487,000 | 822 |
| Non-managed Assets ($) | $16,033,000 | 569 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 704 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $234,000 | 694 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $156,000 | 702 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 704 |
| 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 | $108,000 | 889 |
| Number of Managed Accounts | $105,000 | 736 |
| Number of Non-Managed Accounts | $3,000 | 1,165 |
| Total fiduciary and related assets | $36,805,000 | 863 |
| Managed Assets ($) | $26,356,000 | 843 |
| Non-managed Assets ($) | $10,449,000 | 635 |
| Memoranda | ||
| Gross Fiduciary activities income | $303,000 | 704 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,000 | 690 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,000 | 698 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 703 |
| 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 | $112,000 | 893 |
| Number of Managed Accounts | $111,000 | 726 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $23,971,000 | 965 |
| Managed Assets ($) | $23,604,000 | 857 |
| Non-managed Assets ($) | $367,000 | 1,180 |
| Memoranda | ||
| Gross Fiduciary activities income | $272,000 | 718 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 655 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,000 | 654 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,000 | 658 |
| 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 | $114,000 | 897 |
| Number of Managed Accounts | $113,000 | 732 |
| Number of Non-Managed Accounts | $1,000 | 1,306 |
| Total fiduciary and related assets | $32,994,000 | 890 |
| Managed Assets ($) | $32,687,000 | 766 |
| Non-managed Assets ($) | $307,000 | 1,239 |
| Memoranda | ||
| Gross Fiduciary activities income | $426,000 | 620 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 640 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 645 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $98,000 | 656 |
| 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 | $115,000 | 914 |
| Number of Managed Accounts | $114,000 | 733 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $23,019,000 | 987 |
| Managed Assets ($) | $22,766,000 | 881 |
| Non-managed Assets ($) | $253,000 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 715 |
| 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 | $156,000 | 757 |
| Number of Managed Accounts | $118,000 | 687 |
| Number of Non-Managed Accounts | $38,000 | 667 |
| Total fiduciary and related assets | $27,457,000 | 886 |
| Managed Assets ($) | $22,259,000 | 845 |
| Non-managed Assets ($) | $5,198,000 | 762 |
| Memoranda | ||
| Gross Fiduciary activities income | $263,000 | 757 |
| 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 | $135,000 | 877 |
| 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 | $119,000 | 965 |
| 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 | $114,000 | 986 |
| 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 | $141,000 | 981 |
| 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 | $146,000 | 1,044 |
| 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 | $148,000 | 1,069 |
| 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 | $127,000 | 1,124 |
| 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 | $144,000 | 1,135 |
| 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 | $142,000 | 1,160 |