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Parkway Bank and Trust Company, Fiduciary and Related Services

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,0001,001
Number of Managed Accounts$1,000945
Number of Non-Managed Accounts$0825
Total fiduciary and related assets$1,0001,029
Managed Assets ($)$1,000978
Non-managed Assets ($)$0820
Memoranda
Gross Fiduciary activities income$301,000646
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000373
Number of Managed Accounts$1,000363
Number of Non-Managed Accounts$0365
Total fiduciary and related assets$1,000375
Managed Assets ($)$1,000365
Non-managed Assets ($)$0363
Memoranda
Gross Fiduciary activities income$220,000642
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000445
Number of Managed Accounts$1,000435
Number of Non-Managed Accounts$0435
Total fiduciary and related assets$1,000447
Managed Assets ($)$1,000437
Non-managed Assets ($)$0433
Memoranda
Gross Fiduciary activities income$146,000638
2023-03-31Rank
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$1,000382
Number of Managed Accounts$1,000372
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$1,000383
Managed Assets ($)$1,000374
Non-managed Assets ($)$0373
Memoranda
Gross Fiduciary activities income$66,000673
2022-12-31Rank
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$1,0001,046
Number of Managed Accounts$1,000986
Number of Non-Managed Accounts$0869
Total fiduciary and related assets$1,0001,070
Managed Assets ($)$1,0001,017
Non-managed Assets ($)$0864
Memoranda
Gross Fiduciary activities income$306,000670
2022-09-30Rank
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$1,000397
Number of Managed Accounts$1,000386
Number of Non-Managed Accounts$0385
Total fiduciary and related assets$1,000398
Managed Assets ($)$1,000388
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$224,000668
2022-06-30Rank
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$1,000429
Number of Managed Accounts$1,000420
Number of Non-Managed Accounts$0417
Total fiduciary and related assets$1,000429
Managed Assets ($)$1,000421
Non-managed Assets ($)$0417
Memoranda
Gross Fiduciary activities income$146,000632
2022-03-31Rank
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$1,000358
Number of Managed Accounts$1,000348
Number of Non-Managed Accounts$0347
Total fiduciary and related assets$1,000357
Managed Assets ($)$1,000349
Non-managed Assets ($)$0346
Memoranda
Gross Fiduciary activities income$66,000644
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$1,0001,031
Number of Managed Accounts$1,000966
Number of Non-Managed Accounts$0847
Total fiduciary and related assets$1,0001,056
Managed Assets ($)$1,000999
Non-managed Assets ($)$0841
Memoranda
Gross Fiduciary activities income$311,000633
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$1,000342
Number of Managed Accounts$1,000333
Number of Non-Managed Accounts$0330
Total fiduciary and related assets$1,000342
Managed Assets ($)$1,000334
Non-managed Assets ($)$0330
Memoranda
Gross Fiduciary activities income$236,000627
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$1,000408
Number of Managed Accounts$1,000398
Number of Non-Managed Accounts$0396
Total fiduciary and related assets$1,000408
Managed Assets ($)$1,000400
Non-managed Assets ($)$0395
Memoranda
Gross Fiduciary activities income$155,000630
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$1,000344
Number of Managed Accounts$1,000335
Number of Non-Managed Accounts$0333
Total fiduciary and related assets$1,000344
Managed Assets ($)$1,000336
Non-managed Assets ($)$0332
Memoranda
Gross Fiduciary activities income$69,000641
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$1,0001,069
Number of Managed Accounts$1,0001,002
Number of Non-Managed Accounts$0874
Total fiduciary and related assets$1,0001,094
Managed Assets ($)$1,0001,034
Non-managed Assets ($)$0869
Memoranda
Gross Fiduciary activities income$277,000644
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$0346
Number of Managed Accounts$0338
Number of Non-Managed Accounts$0335
Total fiduciary and related assets$0346
Managed Assets ($)$0338
Non-managed Assets ($)$0335
Memoranda
Gross Fiduciary activities income$203,000639
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$1,000405
Number of Managed Accounts$1,000395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$1,000405
Managed Assets ($)$1,000396
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$136,000643
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$1,000350
Number of Managed Accounts$1,000340
Number of Non-Managed Accounts$0338
Total fiduciary and related assets$1,000350
Managed Assets ($)$1,000341
Non-managed Assets ($)$0338
Memoranda
Gross Fiduciary activities income$62,000657
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$1,0001,096
Number of Managed Accounts$1,0001,030
Number of Non-Managed Accounts$0902
Total fiduciary and related assets$1,0001,126
Managed Assets ($)$1,0001,062
Non-managed Assets ($)$0897
Memoranda
Gross Fiduciary activities income$299,000643
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$1,000356
Number of Managed Accounts$1,000347
Number of Non-Managed Accounts$0341
Total fiduciary and related assets$1,000356
Managed Assets ($)$1,000348
Non-managed Assets ($)$0341
Memoranda
Gross Fiduciary activities income$220,000639
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$1,000394
Number of Managed Accounts$1,000385
Number of Non-Managed Accounts$0381
Total fiduciary and related assets$1,000394
Managed Assets ($)$1,000386
Non-managed Assets ($)$0381
Memoranda
Gross Fiduciary activities income$144,000646
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$1,000400
Number of Managed Accounts$1,000390
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$1,000401
Managed Assets ($)$1,000392
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$67,000662
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$1,0001,140
Number of Managed Accounts$1,0001,065
Number of Non-Managed Accounts$0932
Total fiduciary and related assets$1,0001,167
Managed Assets ($)$1,0001,105
Non-managed Assets ($)$0927
Memoranda
Gross Fiduciary activities income$304,000656
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$1,000404
Number of Managed Accounts$1,000394
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$1,000404
Managed Assets ($)$1,000395
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$228,000654
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$1,000406
Number of Managed Accounts$1,000396
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$1,000406
Managed Assets ($)$1,000397
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities income$145,000664
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$1,000409
Number of Managed Accounts$0399
Number of Non-Managed Accounts$1,000384
Total fiduciary and related assets$1,000409
Managed Assets ($)$0398
Non-managed Assets ($)$1,000393
Memoranda
Gross Fiduciary activities income$67,000680
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$1,0001,171
Number of Managed Accounts$01,139
Number of Non-Managed Accounts$1,000899
Total fiduciary and related assets$1,0001,205
Managed Assets ($)$01,139
Non-managed Assets ($)$1,000951
Memoranda
Gross Fiduciary activities income$292,000669
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$1,000400
Number of Managed Accounts$1,000388
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$1,000400
Managed Assets ($)$1,000390
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$226,000664
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$1,000402
Number of Managed Accounts$1,000390
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$1,000402
Managed Assets ($)$1,000392
Non-managed Assets ($)$0386
Memoranda
Gross Fiduciary activities income$151,000672
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$1,000405
Number of Managed Accounts$1,000393
Number of Non-Managed Accounts$0388
Total fiduciary and related assets$1,000405
Managed Assets ($)$1,000395
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$66,000695
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$1,0001,217
Number of Managed Accounts$1,0001,137
Number of Non-Managed Accounts$0999
Total fiduciary and related assets$1,0001,248
Managed Assets ($)$1,0001,178
Non-managed Assets ($)$0989
Memoranda
Gross Fiduciary activities income$288,000684
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$2,000413
Number of Managed Accounts$1,000399
Number of Non-Managed Accounts$1,000392
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$218,000684
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$1,000417
Number of Managed Accounts$0406
Number of Non-Managed Accounts$1,000396
Total fiduciary and related assets$0418
Managed Assets ($)$0406
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$142,000694
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$0418
Number of Managed Accounts$0406
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0418
Managed Assets ($)$0407
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$66,000703
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$1,0001,243
Number of Managed Accounts$01,209
Number of Non-Managed Accounts$1,000967
Total fiduciary and related assets$1,0001,279
Managed Assets ($)$01,209
Non-managed Assets ($)$1,0001,015
Memoranda
Gross Fiduciary activities income$297,000693
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$0414
Number of Managed Accounts$0401
Number of Non-Managed Accounts$0398
Total fiduciary and related assets$0413
Managed Assets ($)$0401
Non-managed Assets ($)$0397
Memoranda
Gross Fiduciary activities income$231,000687
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$1,000417
Number of Managed Accounts$0405
Number of Non-Managed Accounts$1,000397
Total fiduciary and related assets$0418
Managed Assets ($)$0405
Non-managed Assets ($)$0401
Memoranda
Gross Fiduciary activities income$146,000706
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$0418
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0403
Total fiduciary and related assets$0417
Managed Assets ($)$0403
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$68,000719
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$1,0001,301
Number of Managed Accounts$01,260
Number of Non-Managed Accounts$1,0001,018
Total fiduciary and related assets$1,0001,339
Managed Assets ($)$01,260
Non-managed Assets ($)$1,0001,067
Memoranda
Gross Fiduciary activities income$300,000702
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$1,000414
Number of Managed Accounts$1,000399
Number of Non-Managed Accounts$0402
Total fiduciary and related assets$0415
Managed Assets ($)$0402
Non-managed Assets ($)$0400
Memoranda
Gross Fiduciary activities income$232,000696
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$0417
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0417
Managed Assets ($)$0404
Non-managed Assets ($)$0402
Memoranda
Gross Fiduciary activities income$152,000701
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$0424
Number of Managed Accounts$0411
Number of Non-Managed Accounts$0408
Total fiduciary and related assets$0423
Managed Assets ($)$0411
Non-managed Assets ($)$0406
Memoranda
Gross Fiduciary activities income$64,000738
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$1,0001,337
Number of Managed Accounts$1,0001,244
Number of Non-Managed Accounts$01,110
Total fiduciary and related assets$1,0001,379
Managed Assets ($)$1,0001,296
Non-managed Assets ($)$01,098
Memoranda
Gross Fiduciary activities income$324,000691
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$0406
Number of Managed Accounts$0391
Number of Non-Managed Accounts$0390
Total fiduciary and related assets$0405
Managed Assets ($)$0392
Non-managed Assets ($)$0388
Memoranda
Gross Fiduciary activities income$247,000682
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$0410
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0391
Total fiduciary and related assets$0408
Managed Assets ($)$0395
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$163,000690
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$2,000408
Number of Managed Accounts$1,000395
Number of Non-Managed Accounts$1,000387
Total fiduciary and related assets$0412
Managed Assets ($)$0399
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$77,000706
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$1,0001,370
Number of Managed Accounts$01,332
Number of Non-Managed Accounts$1,0001,083
Total fiduciary and related assets$1,0001,411
Managed Assets ($)$01,331
Non-managed Assets ($)$1,0001,117
Memoranda
Gross Fiduciary activities income$303,000701
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$0391
Number of Managed Accounts$0377
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0390
Managed Assets ($)$0378
Non-managed Assets ($)$0370
Memoranda
Gross Fiduciary activities income$227,000700
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$0393
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0373
Total fiduciary and related assets$0393
Managed Assets ($)$0380
Non-managed Assets ($)$0372
Memoranda
Gross Fiduciary activities income$148,000710
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$0395
Number of Managed Accounts$0379
Number of Non-Managed Accounts$0372
Total fiduciary and related assets$0394
Managed Assets ($)$0379
Non-managed Assets ($)$0371
Memoranda
Gross Fiduciary activities income$70,000729
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$1,0001,420
Number of Managed Accounts$01,373
Number of Non-Managed Accounts$1,0001,106
Total fiduciary and related assets$1,0001,459
Managed Assets ($)$01,372
Non-managed Assets ($)$1,0001,151
Memoranda
Gross Fiduciary activities income$302,000660
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$0417
Number of Managed Accounts$0397
Number of Non-Managed Accounts$0395
Total fiduciary and related assets$0415
Managed Assets ($)$0397
Non-managed Assets ($)$0393
Memoranda
Gross Fiduciary activities income$230,000648
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$0423
Number of Managed Accounts$0403
Number of Non-Managed Accounts$0400
Total fiduciary and related assets$0421
Managed Assets ($)$0403
Non-managed Assets ($)$0398
Memoranda
Gross Fiduciary activities income$152,000659
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$0428
Number of Managed Accounts$0410
Number of Non-Managed Accounts$0404
Total fiduciary and related assets$0427
Managed Assets ($)$0410
Non-managed Assets ($)$0403
Memoranda
Gross Fiduciary activities income$75,000666
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$1,0001,488
Number of Managed Accounts$01,440
Number of Non-Managed Accounts$1,0001,149
Total fiduciary and related assets$1,0001,532
Managed Assets ($)$01,439
Non-managed Assets ($)$1,0001,201
Memoranda
Gross Fiduciary activities income$304,000668
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,565
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000409
Number of Managed Accounts$0393
Number of Non-Managed Accounts$1,000387
Total fiduciary and related assets$0411
Managed Assets ($)$0394
Non-managed Assets ($)$0389
Memoranda
Gross Fiduciary activities income$236,000649
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,572
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000411
Number of Managed Accounts$0393
Number of Non-Managed Accounts$1,000392
Total fiduciary and related assets$0413
Managed Assets ($)$0394
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities income$155,000655
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,585
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000418
Number of Managed Accounts$0397
Number of Non-Managed Accounts$1,000397
Total fiduciary and related assets$0419
Managed Assets ($)$0397
Non-managed Assets ($)$0399
Memoranda
Gross Fiduciary activities income$72,000682
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,593
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,585
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$01,248
Total fiduciary and related assets$01,581
Managed Assets ($)$01,484
Non-managed Assets ($)$01,242
Memoranda
Gross Fiduciary activities income$324,000648
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,605
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0409
Number of Managed Accounts$0386
Number of Non-Managed Accounts$0386
Total fiduciary and related assets$0408
Managed Assets ($)$0386
Non-managed Assets ($)$0385
Memoranda
Gross Fiduciary activities income$251,000640
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$164,000645
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$76,000673
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$332,000657
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$255,000656
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$165,000672
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$76,000712
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$336,000678
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$261,000667
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$173,000678
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$78,000713
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$331,000691
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$250,000682
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$168,000679
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$77,000712
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$341,000672
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$266,000652
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$181,000653
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$94,000655
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$352,000653
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$269,000646
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$175,000661
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
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$84,000676
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$373,000648
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$287,000646
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$190,000651
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$94,000667
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$392,000649
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$351,000687
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$321,000704
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$337,000750
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$339,000752
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$329,000789
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$289,000874
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$282,000924
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$288,000919
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$303,000935
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$333,000905