Home > Northwestern Bank > Fiduciary and Related Services
Northwestern Bank, Fiduciary and Related Services
| 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 | $1,079,000 | 195 |
| Number of Managed Accounts | $963,000 | 171 |
| Number of Non-Managed Accounts | $116,000 | 185 |
| Total fiduciary and related assets | $865,112,000 | 200 |
| Managed Assets ($) | $531,623,000 | 222 |
| Non-managed Assets ($) | $333,489,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,842,000 | 194 |
| 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 | $1,095,000 | 196 |
| Number of Managed Accounts | $965,000 | 172 |
| Number of Non-Managed Accounts | $130,000 | 176 |
| Total fiduciary and related assets | $887,027,000 | 197 |
| Managed Assets ($) | $542,745,000 | 212 |
| Non-managed Assets ($) | $344,282,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,608,000 | 189 |
| 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 | $1,104,000 | 196 |
| Number of Managed Accounts | $971,000 | 170 |
| Number of Non-Managed Accounts | $133,000 | 177 |
| Total fiduciary and related assets | $883,507,000 | 193 |
| Managed Assets ($) | $530,636,000 | 212 |
| Non-managed Assets ($) | $352,871,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,358,000 | 185 |
| 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 | $1,152,000 | 194 |
| Number of Managed Accounts | $970,000 | 171 |
| Number of Non-Managed Accounts | $182,000 | 215 |
| Total fiduciary and related assets | $857,668,000 | 195 |
| Managed Assets ($) | $522,802,000 | 210 |
| Non-managed Assets ($) | $334,866,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,033,000 | 184 |
| 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 | $1,206,000 | 176 |
| Number of Managed Accounts | $988,000 | 163 |
| Number of Non-Managed Accounts | $218,000 | 147 |
| Total fiduciary and related assets | $846,696,000 | 188 |
| Managed Assets ($) | $516,191,000 | 203 |
| Non-managed Assets ($) | $330,505,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,759,000 | 179 |
| 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 | $1,198,000 | 175 |
| Number of Managed Accounts | $980,000 | 160 |
| Number of Non-Managed Accounts | $218,000 | 149 |
| Total fiduciary and related assets | $813,018,000 | 186 |
| Managed Assets ($) | $502,581,000 | 197 |
| Non-managed Assets ($) | $310,437,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 178 |
| 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 | $1,205,000 | 178 |
| Number of Managed Accounts | $986,000 | 160 |
| Number of Non-Managed Accounts | $219,000 | 152 |
| Total fiduciary and related assets | $819,646,000 | 186 |
| Managed Assets ($) | $512,546,000 | 199 |
| Non-managed Assets ($) | $307,100,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,292,000 | 170 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,188,000 | 184 |
| Number of Managed Accounts | $967,000 | 161 |
| Number of Non-Managed Accounts | $221,000 | 193 |
| Total fiduciary and related assets | $778,495,000 | 187 |
| Managed Assets ($) | $494,786,000 | 198 |
| Non-managed Assets ($) | $283,709,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,547,000 | 187 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,171,000 | 175 |
| Number of Managed Accounts | $949,000 | 159 |
| Number of Non-Managed Accounts | $222,000 | 141 |
| Total fiduciary and related assets | $782,917,000 | 187 |
| Managed Assets ($) | $507,489,000 | 194 |
| Non-managed Assets ($) | $275,428,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,394,000 | 184 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,162,000 | 171 |
| Number of Managed Accounts | $940,000 | 158 |
| Number of Non-Managed Accounts | $222,000 | 142 |
| Total fiduciary and related assets | $730,479,000 | 188 |
| Managed Assets ($) | $475,690,000 | 192 |
| Non-managed Assets ($) | $254,789,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,348,000 | 178 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,151,000 | 174 |
| Number of Managed Accounts | $932,000 | 159 |
| Number of Non-Managed Accounts | $219,000 | 142 |
| Total fiduciary and related assets | $737,193,000 | 188 |
| Managed Assets ($) | $474,896,000 | 200 |
| Non-managed Assets ($) | $262,297,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 179 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 179 |
| Number of Managed Accounts | $957,000 | 157 |
| Number of Non-Managed Accounts | $204,000 | 204 |
| Total fiduciary and related assets | $695,149,000 | 189 |
| Managed Assets ($) | $459,774,000 | 197 |
| Non-managed Assets ($) | $235,375,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,375,000 | 153 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 175 |
| Number of Managed Accounts | $965,000 | 153 |
| Number of Non-Managed Accounts | $184,000 | 162 |
| Total fiduciary and related assets | $655,135,000 | 193 |
| Managed Assets ($) | $445,168,000 | 188 |
| Non-managed Assets ($) | $209,967,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,229,000 | 155 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,136,000 | 180 |
| Number of Managed Accounts | $951,000 | 155 |
| Number of Non-Managed Accounts | $185,000 | 166 |
| Total fiduciary and related assets | $691,965,000 | 193 |
| Managed Assets ($) | $455,018,000 | 196 |
| Non-managed Assets ($) | $236,947,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 156 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,112,000 | 183 |
| Number of Managed Accounts | $928,000 | 154 |
| Number of Non-Managed Accounts | $184,000 | 166 |
| Total fiduciary and related assets | $678,655,000 | 199 |
| Managed Assets ($) | $446,524,000 | 200 |
| Non-managed Assets ($) | $232,131,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 154 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,071,000 | 206 |
| Number of Managed Accounts | $893,000 | 164 |
| Number of Non-Managed Accounts | $178,000 | 237 |
| Total fiduciary and related assets | $632,598,000 | 206 |
| Managed Assets ($) | $411,452,000 | 214 |
| Non-managed Assets ($) | $221,146,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,502,000 | 179 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 199 |
| Number of Managed Accounts | $842,000 | 167 |
| Number of Non-Managed Accounts | $191,000 | 163 |
| Total fiduciary and related assets | $565,092,000 | 217 |
| Managed Assets ($) | $362,776,000 | 229 |
| Non-managed Assets ($) | $202,316,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,593,000 | 180 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,051,000 | 192 |
| Number of Managed Accounts | $787,000 | 182 |
| Number of Non-Managed Accounts | $264,000 | 141 |
| Total fiduciary and related assets | $524,999,000 | 218 |
| Managed Assets ($) | $337,100,000 | 226 |
| Non-managed Assets ($) | $187,899,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,699,000 | 182 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,051,000 | 199 |
| Number of Managed Accounts | $776,000 | 180 |
| Number of Non-Managed Accounts | $275,000 | 142 |
| Total fiduciary and related assets | $548,044,000 | 223 |
| Managed Assets ($) | $347,769,000 | 228 |
| Non-managed Assets ($) | $200,275,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $861,000 | 182 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,039,000 | 214 |
| Number of Managed Accounts | $720,000 | 214 |
| Number of Non-Managed Accounts | $319,000 | 166 |
| Total fiduciary and related assets | $516,105,000 | 233 |
| Managed Assets ($) | $325,930,000 | 237 |
| Non-managed Assets ($) | $190,175,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,993,000 | 197 |
| 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 | $1,061,000 | 199 |
| Number of Managed Accounts | $707,000 | 201 |
| Number of Non-Managed Accounts | $354,000 | 123 |
| Total fiduciary and related assets | $499,464,000 | 235 |
| Managed Assets ($) | $320,290,000 | 237 |
| Non-managed Assets ($) | $179,174,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,187,000 | 203 |
| 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 | $1,047,000 | 202 |
| Number of Managed Accounts | $689,000 | 205 |
| Number of Non-Managed Accounts | $358,000 | 126 |
| Total fiduciary and related assets | $464,219,000 | 235 |
| Managed Assets ($) | $305,739,000 | 237 |
| Non-managed Assets ($) | $158,480,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,388,000 | 207 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,017,000 | 209 |
| Number of Managed Accounts | $663,000 | 211 |
| Number of Non-Managed Accounts | $354,000 | 125 |
| Total fiduciary and related assets | $405,734,000 | 251 |
| Managed Assets ($) | $266,723,000 | 251 |
| Non-managed Assets ($) | $139,011,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 202 |
| 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 | $989,000 | 234 |
| Number of Managed Accounts | $643,000 | 235 |
| Number of Non-Managed Accounts | $346,000 | 165 |
| Total fiduciary and related assets | $421,931,000 | 252 |
| Managed Assets ($) | $276,169,000 | 254 |
| Non-managed Assets ($) | $145,762,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,334,000 | 195 |
| 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 | $974,000 | 217 |
| Number of Managed Accounts | $625,000 | 221 |
| Number of Non-Managed Accounts | $349,000 | 130 |
| Total fiduciary and related assets | $451,620,000 | 254 |
| Managed Assets ($) | $293,465,000 | 253 |
| Non-managed Assets ($) | $158,155,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,477,000 | 203 |
| 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 | $949,000 | 224 |
| Number of Managed Accounts | $606,000 | 229 |
| Number of Non-Managed Accounts | $343,000 | 135 |
| Total fiduciary and related assets | $459,703,000 | 264 |
| Managed Assets ($) | $288,585,000 | 261 |
| Non-managed Assets ($) | $171,118,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,706,000 | 202 |
| 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 | $941,000 | 227 |
| Number of Managed Accounts | $588,000 | 233 |
| Number of Non-Managed Accounts | $353,000 | 134 |
| Total fiduciary and related assets | $463,985,000 | 268 |
| Managed Assets ($) | $292,591,000 | 268 |
| Non-managed Assets ($) | $171,394,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $901,000 | 195 |
| 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 | $926,000 | 247 |
| Number of Managed Accounts | $589,000 | 247 |
| Number of Non-Managed Accounts | $337,000 | 173 |
| Total fiduciary and related assets | $479,447,000 | 271 |
| Managed Assets ($) | $297,192,000 | 272 |
| Non-managed Assets ($) | $182,255,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 213 |
| 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 | $907,000 | 228 |
| Number of Managed Accounts | $574,000 | 234 |
| Number of Non-Managed Accounts | $333,000 | 130 |
| Total fiduciary and related assets | $481,081,000 | 268 |
| Managed Assets ($) | $297,535,000 | 272 |
| Non-managed Assets ($) | $183,546,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,262,000 | 215 |
| 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 | $885,000 | 235 |
| Number of Managed Accounts | $564,000 | 236 |
| Number of Non-Managed Accounts | $321,000 | 137 |
| Total fiduciary and related assets | $464,624,000 | 282 |
| Managed Assets ($) | $283,094,000 | 283 |
| Non-managed Assets ($) | $181,530,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 222 |
| 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 | $858,000 | 236 |
| Number of Managed Accounts | $533,000 | 242 |
| Number of Non-Managed Accounts | $325,000 | 134 |
| Total fiduciary and related assets | $445,767,000 | 282 |
| Managed Assets ($) | $274,959,000 | 285 |
| Non-managed Assets ($) | $170,808,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $736,000 | 223 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $844,000 | 257 |
| Number of Managed Accounts | $545,000 | 258 |
| Number of Non-Managed Accounts | $299,000 | 183 |
| Total fiduciary and related assets | $411,689,000 | 292 |
| Managed Assets ($) | $257,486,000 | 298 |
| Non-managed Assets ($) | $154,203,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,790,000 | 217 |
| 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 | $759,000 | 257 |
| Number of Managed Accounts | $538,000 | 246 |
| Number of Non-Managed Accounts | $221,000 | 167 |
| Total fiduciary and related assets | $383,357,000 | 299 |
| Managed Assets ($) | $238,975,000 | 301 |
| Non-managed Assets ($) | $144,382,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000 | 226 |
| 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 | $805,000 | 248 |
| Number of Managed Accounts | $519,000 | 254 |
| Number of Non-Managed Accounts | $286,000 | 154 |
| Total fiduciary and related assets | $337,353,000 | 317 |
| Managed Assets ($) | $210,437,000 | 317 |
| Non-managed Assets ($) | $126,916,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,353,000 | 232 |
| 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 | $809,000 | 249 |
| Number of Managed Accounts | $524,000 | 257 |
| Number of Non-Managed Accounts | $285,000 | 154 |
| Total fiduciary and related assets | $333,134,000 | 319 |
| Managed Assets ($) | $207,706,000 | 320 |
| Non-managed Assets ($) | $125,428,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 221 |
| 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 | $809,000 | 271 |
| Number of Managed Accounts | $539,000 | 271 |
| Number of Non-Managed Accounts | $270,000 | 206 |
| Total fiduciary and related assets | $322,969,000 | 326 |
| Managed Assets ($) | $205,817,000 | 338 |
| Non-managed Assets ($) | $117,152,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,503,000 | 232 |
| 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 | $799,000 | 242 |
| Number of Managed Accounts | $536,000 | 247 |
| Number of Non-Managed Accounts | $263,000 | 159 |
| Total fiduciary and related assets | $315,528,000 | 323 |
| Managed Assets ($) | $205,638,000 | 310 |
| Non-managed Assets ($) | $109,890,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,868,000 | 226 |
| 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 | $802,000 | 242 |
| Number of Managed Accounts | $542,000 | 248 |
| Number of Non-Managed Accounts | $260,000 | 160 |
| Total fiduciary and related assets | $306,789,000 | 327 |
| Managed Assets ($) | $204,932,000 | 310 |
| Non-managed Assets ($) | $101,857,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,277,000 | 220 |
| 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 | $809,000 | 241 |
| Number of Managed Accounts | $548,000 | 252 |
| Number of Non-Managed Accounts | $261,000 | 161 |
| Total fiduciary and related assets | $302,123,000 | 328 |
| Managed Assets ($) | $205,238,000 | 317 |
| Non-managed Assets ($) | $96,885,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $672,000 | 216 |
| 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 | $816,000 | 264 |
| Number of Managed Accounts | $558,000 | 263 |
| Number of Non-Managed Accounts | $258,000 | 213 |
| Total fiduciary and related assets | $309,827,000 | 323 |
| Managed Assets ($) | $209,775,000 | 327 |
| Non-managed Assets ($) | $100,052,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,389,000 | 229 |
| 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 | $821,000 | 241 |
| Number of Managed Accounts | $567,000 | 236 |
| Number of Non-Managed Accounts | $254,000 | 163 |
| Total fiduciary and related assets | $297,470,000 | 323 |
| Managed Assets ($) | $204,640,000 | 309 |
| Non-managed Assets ($) | $92,830,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,810,000 | 229 |
| 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 | $804,000 | 245 |
| Number of Managed Accounts | $553,000 | 242 |
| Number of Non-Managed Accounts | $251,000 | 167 |
| Total fiduciary and related assets | $295,235,000 | 325 |
| Managed Assets ($) | $205,046,000 | 310 |
| Non-managed Assets ($) | $90,189,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,234,000 | 229 |
| 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 | $784,000 | 248 |
| Number of Managed Accounts | $560,000 | 241 |
| Number of Non-Managed Accounts | $224,000 | 185 |
| Total fiduciary and related assets | $298,724,000 | 326 |
| Managed Assets ($) | $211,227,000 | 312 |
| Non-managed Assets ($) | $87,497,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $619,000 | 232 |
| 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 | $851,000 | 271 |
| Number of Managed Accounts | $582,000 | 257 |
| Number of Non-Managed Accounts | $269,000 | 222 |
| Total fiduciary and related assets | $305,657,000 | 332 |
| Managed Assets ($) | $207,534,000 | 330 |
| Non-managed Assets ($) | $98,123,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,057,000 | 256 |
| 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 | $1,471,000 | 271 |
| 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 | $978,000 | 279 |
| 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 | $486,000 | 285 |
| 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 | $951,000 | 264 |
| Number of Managed Accounts | $874,000 | 198 |
| Number of Non-Managed Accounts | $77,000 | 504 |
| Total fiduciary and related assets | $245,265,000 | 371 |
| Managed Assets ($) | $227,154,000 | 295 |
| Non-managed Assets ($) | $18,111,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,817,000 | 298 |
| 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 | $804,000 | 278 |
| Number of Managed Accounts | $764,000 | 203 |
| Number of Non-Managed Accounts | $40,000 | 648 |
| Total fiduciary and related assets | $239,739,000 | 366 |
| Managed Assets ($) | $226,051,000 | 306 |
| Non-managed Assets ($) | $13,688,000 | 571 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,557,000 | 331 |
| 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 | $1,358,000 | 363 |
| 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 | $1,162,000 | 429 |
| 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 | $872,000 | 496 |
| 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 | $692,000 | 564 |
| 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 | $761,000 | 592 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |