Home > Quad City Bank and Trust Company > Fiduciary and Related Services
Quad City Bank and Trust Company, Fiduciary and Related Services
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,342,000 | 196 |
Number of Managed Accounts | $1,195,000 | 170 |
Number of Non-Managed Accounts | $147,000 | 207 |
Total fiduciary and related assets | $1,751,236,000 | 196 |
Managed Assets ($) | $1,598,558,000 | 163 |
Non-managed Assets ($) | $152,678,000 | 239 |
Memoranda | ||
Gross Fiduciary activities income | $8,017,000 | 204 |
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 | $1,278,000 | 194 |
Number of Managed Accounts | $1,150,000 | 173 |
Number of Non-Managed Accounts | $128,000 | 173 |
Total fiduciary and related assets | $1,543,682,000 | 203 |
Managed Assets ($) | $1,485,798,000 | 167 |
Non-managed Assets ($) | $57,884,000 | 266 |
Memoranda | ||
Gross Fiduciary activities income | $6,037,000 | 205 |
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 | $1,331,000 | 191 |
Number of Managed Accounts | $1,193,000 | 165 |
Number of Non-Managed Accounts | $138,000 | 179 |
Total fiduciary and related assets | $1,618,582,000 | 193 |
Managed Assets ($) | $1,569,438,000 | 153 |
Non-managed Assets ($) | $49,144,000 | 313 |
Memoranda | ||
Gross Fiduciary activities income | $4,051,000 | 200 |
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 | $1,219,000 | 205 |
Number of Managed Accounts | $1,148,000 | 176 |
Number of Non-Managed Accounts | $71,000 | 226 |
Total fiduciary and related assets | $1,547,460,000 | 202 |
Managed Assets ($) | $1,511,570,000 | 163 |
Non-managed Assets ($) | $35,890,000 | 290 |
Memoranda | ||
Gross Fiduciary activities income | $2,055,000 | 201 |
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 | $1,210,000 | 215 |
Number of Managed Accounts | $1,138,000 | 187 |
Number of Non-Managed Accounts | $72,000 | 311 |
Total fiduciary and related assets | $1,453,337,000 | 206 |
Managed Assets ($) | $1,417,319,000 | 168 |
Non-managed Assets ($) | $36,018,000 | 402 |
Memoranda | ||
Gross Fiduciary activities income | $7,665,000 | 217 |
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 | $1,207,000 | 214 |
Number of Managed Accounts | $1,134,000 | 181 |
Number of Non-Managed Accounts | $73,000 | 226 |
Total fiduciary and related assets | $1,396,784,000 | 204 |
Managed Assets ($) | $1,359,120,000 | 167 |
Non-managed Assets ($) | $37,664,000 | 301 |
Memoranda | ||
Gross Fiduciary activities income | $5,800,000 | 216 |
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 | $1,200,000 | 195 |
Number of Managed Accounts | $1,128,000 | 170 |
Number of Non-Managed Accounts | $72,000 | 223 |
Total fiduciary and related assets | $1,510,502,000 | 167 |
Managed Assets ($) | $1,472,249,000 | 139 |
Non-managed Assets ($) | $38,253,000 | 307 |
Memoranda | ||
Gross Fiduciary activities income | $4,010,000 | 179 |
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 | $1,184,000 | 198 |
Number of Managed Accounts | $1,110,000 | 171 |
Number of Non-Managed Accounts | $74,000 | 199 |
Total fiduciary and related assets | $1,778,673,000 | 166 |
Managed Assets ($) | $1,732,799,000 | 136 |
Non-managed Assets ($) | $45,874,000 | 257 |
Memoranda | ||
Gross Fiduciary activities income | $2,194,000 | 167 |
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 | $1,156,000 | 203 |
Number of Managed Accounts | $1,083,000 | 180 |
Number of Non-Managed Accounts | $73,000 | 293 |
Total fiduciary and related assets | $2,033,863,000 | 158 |
Managed Assets ($) | $1,952,260,000 | 123 |
Non-managed Assets ($) | $81,603,000 | 287 |
Memoranda | ||
Gross Fiduciary activities income | $8,086,000 | 180 |
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 | $1,139,000 | 201 |
Number of Managed Accounts | $1,070,000 | 176 |
Number of Non-Managed Accounts | $69,000 | 215 |
Total fiduciary and related assets | $1,850,973,000 | 165 |
Managed Assets ($) | $1,815,061,000 | 129 |
Non-managed Assets ($) | $35,912,000 | 262 |
Memoranda | ||
Gross Fiduciary activities income | $6,047,000 | 179 |
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 | $1,120,000 | 204 |
Number of Managed Accounts | $1,053,000 | 181 |
Number of Non-Managed Accounts | $67,000 | 231 |
Total fiduciary and related assets | $1,874,605,000 | 163 |
Managed Assets ($) | $1,840,015,000 | 128 |
Non-managed Assets ($) | $34,590,000 | 308 |
Memoranda | ||
Gross Fiduciary activities income | $4,129,000 | 172 |
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 | $1,124,000 | 201 |
Number of Managed Accounts | $1,054,000 | 178 |
Number of Non-Managed Accounts | $70,000 | 214 |
Total fiduciary and related assets | $1,771,542,000 | 165 |
Managed Assets ($) | $1,737,852,000 | 128 |
Non-managed Assets ($) | $33,690,000 | 264 |
Memoranda | ||
Gross Fiduciary activities income | $2,067,000 | 172 |
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 | $1,082,000 | 210 |
Number of Managed Accounts | $1,058,000 | 179 |
Number of Non-Managed Accounts | $24,000 | 521 |
Total fiduciary and related assets | $1,359,290,000 | 186 |
Managed Assets ($) | $1,324,979,000 | 154 |
Non-managed Assets ($) | $34,311,000 | 371 |
Memoranda | ||
Gross Fiduciary activities income | $6,513,000 | 192 |
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 | $1,064,000 | 205 |
Number of Managed Accounts | $1,041,000 | 176 |
Number of Non-Managed Accounts | $23,000 | 280 |
Total fiduciary and related assets | $1,220,711,000 | 190 |
Managed Assets ($) | $1,192,641,000 | 155 |
Non-managed Assets ($) | $28,070,000 | 273 |
Memoranda | ||
Gross Fiduciary activities income | $4,828,000 | 187 |
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 | $1,058,000 | 212 |
Number of Managed Accounts | $1,035,000 | 182 |
Number of Non-Managed Accounts | $23,000 | 319 |
Total fiduciary and related assets | $1,084,359,000 | 200 |
Managed Assets ($) | $1,055,308,000 | 165 |
Non-managed Assets ($) | $29,051,000 | 311 |
Memoranda | ||
Gross Fiduciary activities income | $3,219,000 | 186 |
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 | $1,065,000 | 204 |
Number of Managed Accounts | $1,042,000 | 175 |
Number of Non-Managed Accounts | $23,000 | 280 |
Total fiduciary and related assets | $974,881,000 | 198 |
Managed Assets ($) | $946,106,000 | 164 |
Non-managed Assets ($) | $28,775,000 | 268 |
Memoranda | ||
Gross Fiduciary activities income | $1,667,000 | 183 |
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 | $1,056,000 | 219 |
Number of Managed Accounts | $1,034,000 | 183 |
Number of Non-Managed Accounts | $22,000 | 545 |
Total fiduciary and related assets | $1,146,836,000 | 195 |
Managed Assets ($) | $1,110,100,000 | 163 |
Non-managed Assets ($) | $36,736,000 | 358 |
Memoranda | ||
Gross Fiduciary activities income | $6,090,000 | 195 |
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 | $1,044,000 | 211 |
Number of Managed Accounts | $1,022,000 | 180 |
Number of Non-Managed Accounts | $22,000 | 288 |
Total fiduciary and related assets | $1,103,717,000 | 197 |
Managed Assets ($) | $1,072,106,000 | 162 |
Non-managed Assets ($) | $31,611,000 | 273 |
Memoranda | ||
Gross Fiduciary activities income | $4,560,000 | 194 |
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 | $1,029,000 | 219 |
Number of Managed Accounts | $1,006,000 | 183 |
Number of Non-Managed Accounts | $23,000 | 308 |
Total fiduciary and related assets | $1,072,162,000 | 197 |
Managed Assets ($) | $1,041,775,000 | 162 |
Non-managed Assets ($) | $30,387,000 | 299 |
Memoranda | ||
Gross Fiduciary activities income | $3,093,000 | 190 |
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 | $1,020,000 | 222 |
Number of Managed Accounts | $997,000 | 185 |
Number of Non-Managed Accounts | $23,000 | 314 |
Total fiduciary and related assets | $1,052,483,000 | 198 |
Managed Assets ($) | $1,022,331,000 | 161 |
Non-managed Assets ($) | $30,152,000 | 306 |
Memoranda | ||
Gross Fiduciary activities income | $1,573,000 | 190 |
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 | $1,025,000 | 225 |
Number of Managed Accounts | $1,003,000 | 185 |
Number of Non-Managed Accounts | $22,000 | 561 |
Total fiduciary and related assets | $988,380,000 | 198 |
Managed Assets ($) | $959,684,000 | 160 |
Non-managed Assets ($) | $28,696,000 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $5,559,000 | 203 |
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 | $1,020,000 | 219 |
Number of Managed Accounts | $999,000 | 184 |
Number of Non-Managed Accounts | $21,000 | 321 |
Total fiduciary and related assets | $1,049,072,000 | 200 |
Managed Assets ($) | $1,015,850,000 | 160 |
Non-managed Assets ($) | $33,222,000 | 302 |
Memoranda | ||
Gross Fiduciary activities income | $4,146,000 | 205 |
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 | $938,000 | 231 |
Number of Managed Accounts | $911,000 | 196 |
Number of Non-Managed Accounts | $27,000 | 312 |
Total fiduciary and related assets | $981,061,000 | 204 |
Managed Assets ($) | $942,540,000 | 162 |
Non-managed Assets ($) | $38,521,000 | 301 |
Memoranda | ||
Gross Fiduciary activities income | $2,767,000 | 203 |
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 | $918,000 | 236 |
Number of Managed Accounts | $891,000 | 199 |
Number of Non-Managed Accounts | $27,000 | 314 |
Total fiduciary and related assets | $958,587,000 | 205 |
Managed Assets ($) | $921,153,000 | 163 |
Non-managed Assets ($) | $37,434,000 | 302 |
Memoranda | ||
Gross Fiduciary activities income | $1,480,000 | 200 |
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 | $925,000 | 246 |
Number of Managed Accounts | $897,000 | 200 |
Number of Non-Managed Accounts | $28,000 | 530 |
Total fiduciary and related assets | $970,374,000 | 207 |
Managed Assets ($) | $939,687,000 | 164 |
Non-managed Assets ($) | $30,687,000 | 396 |
Memoranda | ||
Gross Fiduciary activities income | $4,795,000 | 215 |
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 | $922,000 | 233 |
Number of Managed Accounts | $892,000 | 196 |
Number of Non-Managed Accounts | $30,000 | 298 |
Total fiduciary and related assets | $931,778,000 | 205 |
Managed Assets ($) | $898,885,000 | 166 |
Non-managed Assets ($) | $32,893,000 | 302 |
Memoranda | ||
Gross Fiduciary activities income | $3,559,000 | 217 |
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 | $904,000 | 234 |
Number of Managed Accounts | $873,000 | 199 |
Number of Non-Managed Accounts | $31,000 | 298 |
Total fiduciary and related assets | $889,203,000 | 206 |
Managed Assets ($) | $856,356,000 | 165 |
Non-managed Assets ($) | $32,847,000 | 300 |
Memoranda | ||
Gross Fiduciary activities income | $2,399,000 | 217 |
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 | $905,000 | 232 |
Number of Managed Accounts | $874,000 | 199 |
Number of Non-Managed Accounts | $31,000 | 298 |
Total fiduciary and related assets | $884,024,000 | 204 |
Managed Assets ($) | $853,702,000 | 166 |
Non-managed Assets ($) | $30,322,000 | 299 |
Memoranda | ||
Gross Fiduciary activities income | $1,240,000 | 211 |
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 | $879,000 | 240 |
Number of Managed Accounts | $851,000 | 202 |
Number of Non-Managed Accounts | $28,000 | 551 |
Total fiduciary and related assets | $835,320,000 | 206 |
Managed Assets ($) | $804,404,000 | 169 |
Non-managed Assets ($) | $30,916,000 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $4,212,000 | 221 |
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 | $893,000 | 228 |
Number of Managed Accounts | $861,000 | 198 |
Number of Non-Managed Accounts | $32,000 | 305 |
Total fiduciary and related assets | $818,979,000 | 206 |
Managed Assets ($) | $794,067,000 | 169 |
Non-managed Assets ($) | $24,912,000 | 317 |
Memoranda | ||
Gross Fiduciary activities income | $3,135,000 | 219 |
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 | $900,000 | 226 |
Number of Managed Accounts | $869,000 | 195 |
Number of Non-Managed Accounts | $31,000 | 310 |
Total fiduciary and related assets | $787,982,000 | 210 |
Managed Assets ($) | $766,012,000 | 172 |
Non-managed Assets ($) | $21,970,000 | 325 |
Memoranda | ||
Gross Fiduciary activities income | $2,119,000 | 220 |
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 | $902,000 | 226 |
Number of Managed Accounts | $869,000 | 195 |
Number of Non-Managed Accounts | $33,000 | 306 |
Total fiduciary and related assets | $767,816,000 | 210 |
Managed Assets ($) | $746,227,000 | 171 |
Non-managed Assets ($) | $21,589,000 | 323 |
Memoranda | ||
Gross Fiduciary activities income | $1,079,000 | 221 |
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 | $897,000 | 237 |
Number of Managed Accounts | $863,000 | 194 |
Number of Non-Managed Accounts | $34,000 | 519 |
Total fiduciary and related assets | $759,457,000 | 212 |
Managed Assets ($) | $737,578,000 | 175 |
Non-managed Assets ($) | $21,879,000 | 446 |
Memoranda | ||
Gross Fiduciary activities income | $4,220,000 | 225 |
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 | $892,000 | 230 |
Number of Managed Accounts | $856,000 | 191 |
Number of Non-Managed Accounts | $36,000 | 288 |
Total fiduciary and related assets | $741,551,000 | 212 |
Managed Assets ($) | $719,391,000 | 173 |
Non-managed Assets ($) | $22,160,000 | 324 |
Memoranda | ||
Gross Fiduciary activities income | $3,208,000 | 225 |
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 | $891,000 | 232 |
Number of Managed Accounts | $852,000 | 193 |
Number of Non-Managed Accounts | $39,000 | 287 |
Total fiduciary and related assets | $780,706,000 | 213 |
Managed Assets ($) | $757,281,000 | 171 |
Non-managed Assets ($) | $23,425,000 | 328 |
Memoranda | ||
Gross Fiduciary activities income | $2,149,000 | 227 |
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 | $879,000 | 233 |
Number of Managed Accounts | $839,000 | 193 |
Number of Non-Managed Accounts | $40,000 | 289 |
Total fiduciary and related assets | $778,338,000 | 214 |
Managed Assets ($) | $757,017,000 | 170 |
Non-managed Assets ($) | $21,321,000 | 329 |
Memoranda | ||
Gross Fiduciary activities income | $1,140,000 | 221 |
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 | $852,000 | 246 |
Number of Managed Accounts | $818,000 | 197 |
Number of Non-Managed Accounts | $34,000 | 542 |
Total fiduciary and related assets | $767,506,000 | 210 |
Managed Assets ($) | $753,019,000 | 169 |
Non-managed Assets ($) | $14,487,000 | 542 |
Memoranda | ||
Gross Fiduciary activities income | $3,728,000 | 235 |
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 | $835,000 | 238 |
Number of Managed Accounts | $803,000 | 197 |
Number of Non-Managed Accounts | $32,000 | 303 |
Total fiduciary and related assets | $737,780,000 | 216 |
Managed Assets ($) | $722,785,000 | 168 |
Non-managed Assets ($) | $14,995,000 | 336 |
Memoranda | ||
Gross Fiduciary activities income | $2,814,000 | 234 |
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 | $818,000 | 240 |
Number of Managed Accounts | $785,000 | 203 |
Number of Non-Managed Accounts | $33,000 | 298 |
Total fiduciary and related assets | $719,080,000 | 220 |
Managed Assets ($) | $703,597,000 | 170 |
Non-managed Assets ($) | $15,483,000 | 335 |
Memoranda | ||
Gross Fiduciary activities income | $1,949,000 | 232 |
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 | $821,000 | 244 |
Number of Managed Accounts | $792,000 | 197 |
Number of Non-Managed Accounts | $29,000 | 304 |
Total fiduciary and related assets | $692,231,000 | 220 |
Managed Assets ($) | $677,527,000 | 171 |
Non-managed Assets ($) | $14,704,000 | 339 |
Memoranda | ||
Gross Fiduciary activities income | $998,000 | 233 |
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 | $809,000 | 258 |
Number of Managed Accounts | $775,000 | 205 |
Number of Non-Managed Accounts | $34,000 | 554 |
Total fiduciary and related assets | $675,316,000 | 222 |
Managed Assets ($) | $654,999,000 | 172 |
Non-managed Assets ($) | $20,317,000 | 480 |
Memoranda | ||
Gross Fiduciary activities income | $3,319,000 | 241 |
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 | $807,000 | 243 |
Number of Managed Accounts | $774,000 | 197 |
Number of Non-Managed Accounts | $33,000 | 291 |
Total fiduciary and related assets | $635,511,000 | 228 |
Managed Assets ($) | $612,939,000 | 174 |
Non-managed Assets ($) | $22,572,000 | 317 |
Memoranda | ||
Gross Fiduciary activities income | $2,500,000 | 239 |
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 | $805,000 | 239 |
Number of Managed Accounts | $772,000 | 192 |
Number of Non-Managed Accounts | $33,000 | 292 |
Total fiduciary and related assets | $621,989,000 | 225 |
Managed Assets ($) | $599,336,000 | 171 |
Non-managed Assets ($) | $22,653,000 | 317 |
Memoranda | ||
Gross Fiduciary activities income | $1,695,000 | 238 |
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 | $806,000 | 243 |
Number of Managed Accounts | $773,000 | 194 |
Number of Non-Managed Accounts | $33,000 | 296 |
Total fiduciary and related assets | $605,628,000 | 231 |
Managed Assets ($) | $580,847,000 | 181 |
Non-managed Assets ($) | $24,781,000 | 317 |
Memoranda | ||
Gross Fiduciary activities income | $861,000 | 237 |
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 | $787,000 | 262 |
Number of Managed Accounts | $754,000 | 200 |
Number of Non-Managed Accounts | $33,000 | 577 |
Total fiduciary and related assets | $578,648,000 | 236 |
Managed Assets ($) | $553,275,000 | 181 |
Non-managed Assets ($) | $25,373,000 | 449 |
Memoranda | ||
Gross Fiduciary activities income | $3,056,000 | 235 |
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 | $768,000 | 245 |
Number of Managed Accounts | $736,000 | 200 |
Number of Non-Managed Accounts | $32,000 | 286 |
Total fiduciary and related assets | $550,260,000 | 239 |
Managed Assets ($) | $533,380,000 | 182 |
Non-managed Assets ($) | $16,880,000 | 315 |
Memoranda | ||
Gross Fiduciary activities income | $2,265,000 | 236 |
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 | $764,000 | 239 |
Number of Managed Accounts | $730,000 | 195 |
Number of Non-Managed Accounts | $34,000 | 286 |
Total fiduciary and related assets | $517,835,000 | 240 |
Managed Assets ($) | $500,789,000 | 184 |
Non-managed Assets ($) | $17,046,000 | 313 |
Memoranda | ||
Gross Fiduciary activities income | $1,491,000 | 239 |
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 | $759,000 | 238 |
Number of Managed Accounts | $728,000 | 195 |
Number of Non-Managed Accounts | $31,000 | 288 |
Total fiduciary and related assets | $512,818,000 | 239 |
Managed Assets ($) | $497,825,000 | 191 |
Non-managed Assets ($) | $14,993,000 | 318 |
Memoranda | ||
Gross Fiduciary activities income | $775,000 | 238 |
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 | $740,000 | 270 |
Number of Managed Accounts | $710,000 | 211 |
Number of Non-Managed Accounts | $30,000 | 611 |
Total fiduciary and related assets | $487,045,000 | 239 |
Managed Assets ($) | $476,535,000 | 189 |
Non-managed Assets ($) | $10,510,000 | 597 |
Memoranda | ||
Gross Fiduciary activities income | $2,894,000 | 203 |
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 | $748,000 | 246 |
Number of Managed Accounts | $720,000 | 197 |
Number of Non-Managed Accounts | $28,000 | 306 |
Total fiduciary and related assets | $465,177,000 | 239 |
Managed Assets ($) | $456,612,000 | 181 |
Non-managed Assets ($) | $8,565,000 | 343 |
Memoranda | ||
Gross Fiduciary activities income | $2,221,000 | 200 |
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 | $758,000 | 244 |
Number of Managed Accounts | $735,000 | 194 |
Number of Non-Managed Accounts | $23,000 | 319 |
Total fiduciary and related assets | $514,075,000 | 232 |
Managed Assets ($) | $506,450,000 | 178 |
Non-managed Assets ($) | $7,625,000 | 348 |
Memoranda | ||
Gross Fiduciary activities income | $1,554,000 | 200 |
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 | $743,000 | 249 |
Number of Managed Accounts | $723,000 | 195 |
Number of Non-Managed Accounts | $20,000 | 328 |
Total fiduciary and related assets | $499,070,000 | 239 |
Managed Assets ($) | $494,870,000 | 180 |
Non-managed Assets ($) | $4,200,000 | 369 |
Memoranda | ||
Gross Fiduciary activities income | $809,000 | 200 |
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 | $754,000 | 270 |
Number of Managed Accounts | $734,000 | 206 |
Number of Non-Managed Accounts | $20,000 | 742 |
Total fiduciary and related assets | $486,053,000 | 243 |
Managed Assets ($) | $482,036,000 | 182 |
Non-managed Assets ($) | $4,017,000 | 785 |
Memoranda | ||
Gross Fiduciary activities income | $2,780,000 | 209 |
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 | $747,000 | 247 |
Number of Managed Accounts | $727,000 | 195 |
Number of Non-Managed Accounts | $20,000 | 320 |
Total fiduciary and related assets | $469,659,000 | 245 |
Managed Assets ($) | $465,842,000 | 184 |
Non-managed Assets ($) | $3,817,000 | 363 |
Memoranda | ||
Gross Fiduciary activities income | $2,076,000 | 208 |
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 | $745,000 | 248 |
Number of Managed Accounts | $725,000 | 195 |
Number of Non-Managed Accounts | $20,000 | 323 |
Total fiduciary and related assets | $435,369,000 | 247 |
Managed Assets ($) | $431,769,000 | 187 |
Non-managed Assets ($) | $3,600,000 | 365 |
Memoranda | ||
Gross Fiduciary activities income | $1,412,000 | 206 |
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 | $737,000 | 251 |
Number of Managed Accounts | $717,000 | 198 |
Number of Non-Managed Accounts | $20,000 | 327 |
Total fiduciary and related assets | $459,160,000 | 250 |
Managed Assets ($) | $455,322,000 | 187 |
Non-managed Assets ($) | $3,838,000 | 371 |
Memoranda | ||
Gross Fiduciary activities income | $784,000 | 201 |
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 | $746,000 | 286 |
Number of Managed Accounts | $727,000 | 211 |
Number of Non-Managed Accounts | $19,000 | 778 |
Total fiduciary and related assets | $444,732,000 | 253 |
Managed Assets ($) | $442,243,000 | 192 |
Non-managed Assets ($) | $2,489,000 | 864 |
Memoranda | ||
Gross Fiduciary activities income | $2,553,000 | 212 |
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 | $744,000 | 251 |
Number of Managed Accounts | $725,000 | 196 |
Number of Non-Managed Accounts | $19,000 | 318 |
Total fiduciary and related assets | $437,434,000 | 252 |
Managed Assets ($) | $434,996,000 | 196 |
Non-managed Assets ($) | $2,438,000 | 360 |
Memoranda | ||
Gross Fiduciary activities income | $1,910,000 | 211 |
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 | $741,000 | 251 |
Number of Managed Accounts | $722,000 | 199 |
Number of Non-Managed Accounts | $19,000 | 323 |
Total fiduciary and related assets | $418,197,000 | 252 |
Managed Assets ($) | $416,001,000 | 195 |
Non-managed Assets ($) | $2,196,000 | 366 |
Memoranda | ||
Gross Fiduciary activities income | $1,255,000 | 215 |
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 | $756,000 | 248 |
Number of Managed Accounts | $736,000 | 197 |
Number of Non-Managed Accounts | $20,000 | 318 |
Total fiduciary and related assets | $381,060,000 | 261 |
Managed Assets ($) | $378,248,000 | 206 |
Non-managed Assets ($) | $2,812,000 | 361 |
Memoranda | ||
Gross Fiduciary activities income | $628,000 | 219 |
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 | $747,000 | 284 |
Number of Managed Accounts | $726,000 | 211 |
Number of Non-Managed Accounts | $21,000 | 754 |
Total fiduciary and related assets | $426,802,000 | 249 |
Managed Assets ($) | $423,790,000 | 190 |
Non-managed Assets ($) | $3,012,000 | 802 |
Memoranda | ||
Gross Fiduciary activities income | $2,953,000 | 212 |
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 | $787,000 | 245 |
Number of Managed Accounts | $764,000 | 194 |
Number of Non-Managed Accounts | $23,000 | 331 |
Total fiduciary and related assets | $500,204,000 | 238 |
Managed Assets ($) | $495,744,000 | 181 |
Non-managed Assets ($) | $4,460,000 | 378 |
Memoranda | ||
Gross Fiduciary activities income | $2,259,000 | 215 |
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 | $782,000 | 255 |
Number of Managed Accounts | $759,000 | 199 |
Number of Non-Managed Accounts | $23,000 | 333 |
Total fiduciary and related assets | $533,832,000 | 240 |
Managed Assets ($) | $529,166,000 | 182 |
Non-managed Assets ($) | $4,666,000 | 381 |
Memoranda | ||
Gross Fiduciary activities income | $1,566,000 | 211 |
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 | $778,000 | 256 |
Number of Managed Accounts | $754,000 | 200 |
Number of Non-Managed Accounts | $24,000 | 332 |
Total fiduciary and related assets | $550,550,000 | 244 |
Managed Assets ($) | $545,779,000 | 183 |
Non-managed Assets ($) | $4,771,000 | 389 |
Memoranda | ||
Gross Fiduciary activities income | $838,000 | 205 |
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 | $772,000 | 275 |
Number of Managed Accounts | $747,000 | 206 |
Number of Non-Managed Accounts | $25,000 | 717 |
Total fiduciary and related assets | $572,836,000 | 241 |
Managed Assets ($) | $567,727,000 | 180 |
Non-managed Assets ($) | $5,109,000 | 760 |
Memoranda | ||
Gross Fiduciary activities income | $3,435,000 | 201 |
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 | $770,000 | 247 |
Number of Managed Accounts | $742,000 | 196 |
Number of Non-Managed Accounts | $28,000 | 317 |
Total fiduciary and related assets | $667,480,000 | 218 |
Managed Assets ($) | $661,622,000 | 166 |
Non-managed Assets ($) | $5,858,000 | 366 |
Memoranda | ||
Gross Fiduciary activities income | $2,624,000 | 194 |
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 | $767,000 | 253 |
Number of Managed Accounts | $739,000 | 201 |
Number of Non-Managed Accounts | $28,000 | 326 |
Total fiduciary and related assets | $660,795,000 | 227 |
Managed Assets ($) | $654,913,000 | 174 |
Non-managed Assets ($) | $5,882,000 | 376 |
Memoranda | ||
Gross Fiduciary activities income | $1,757,000 | 199 |
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 | $763,000 | 253 |
Number of Managed Accounts | $738,000 | 201 |
Number of Non-Managed Accounts | $25,000 | 333 |
Total fiduciary and related assets | $621,136,000 | 232 |
Managed Assets ($) | $615,916,000 | 175 |
Non-managed Assets ($) | $5,220,000 | 381 |
Memoranda | ||
Gross Fiduciary activities income | $869,000 | 201 |
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 | $748,000 | 280 |
Number of Managed Accounts | $725,000 | 211 |
Number of Non-Managed Accounts | $23,000 | 756 |
Total fiduciary and related assets | $615,365,000 | 229 |
Managed Assets ($) | $610,887,000 | 179 |
Non-managed Assets ($) | $4,478,000 | 789 |
Memoranda | ||
Gross Fiduciary activities income | $2,916,000 | 207 |
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 | $736,000 | 261 |
Number of Managed Accounts | $714,000 | 210 |
Number of Non-Managed Accounts | $22,000 | 334 |
Total fiduciary and related assets | $593,968,000 | 234 |
Managed Assets ($) | $588,857,000 | 184 |
Non-managed Assets ($) | $5,111,000 | 368 |
Memoranda | ||
Gross Fiduciary activities income | $2,223,000 | 210 |
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 | $729,000 | 266 |
Number of Managed Accounts | $707,000 | 215 |
Number of Non-Managed Accounts | $22,000 | 340 |
Total fiduciary and related assets | $571,940,000 | 245 |
Managed Assets ($) | $567,013,000 | 189 |
Non-managed Assets ($) | $4,927,000 | 372 |
Memoranda | ||
Gross Fiduciary activities income | $1,470,000 | 219 |
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 | $718,000 | 274 |
Number of Managed Accounts | $696,000 | 217 |
Number of Non-Managed Accounts | $22,000 | 340 |
Total fiduciary and related assets | $594,003,000 | 240 |
Managed Assets ($) | $588,983,000 | 187 |
Non-managed Assets ($) | $5,020,000 | 376 |
Memoranda | ||
Gross Fiduciary activities income | $763,000 | 216 |
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 | $713,000 | 297 |
Number of Managed Accounts | $691,000 | 226 |
Number of Non-Managed Accounts | $22,000 | 798 |
Total fiduciary and related assets | $583,184,000 | 239 |
Managed Assets ($) | $578,196,000 | 191 |
Non-managed Assets ($) | $4,988,000 | 785 |
Memoranda | ||
Gross Fiduciary activities income | $2,770,000 | 216 |
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 | $711,000 | 260 |
Number of Managed Accounts | $688,000 | 215 |
Number of Non-Managed Accounts | $23,000 | 334 |
Total fiduciary and related assets | $568,778,000 | 239 |
Managed Assets ($) | $563,673,000 | 188 |
Non-managed Assets ($) | $5,105,000 | 370 |
Memoranda | ||
Gross Fiduciary activities income | $2,100,000 | 212 |
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 | $689,000 | 270 |
Number of Managed Accounts | $666,000 | 217 |
Number of Non-Managed Accounts | $23,000 | 353 |
Total fiduciary and related assets | $550,466,000 | 237 |
Managed Assets ($) | $545,477,000 | 190 |
Non-managed Assets ($) | $4,989,000 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $1,438,000 | 209 |
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 | $679,000 | 270 |
Number of Managed Accounts | $657,000 | 218 |
Number of Non-Managed Accounts | $22,000 | 356 |
Total fiduciary and related assets | $539,282,000 | 243 |
Managed Assets ($) | $534,370,000 | 196 |
Non-managed Assets ($) | $4,912,000 | 389 |
Memoranda | ||
Gross Fiduciary activities income | $729,000 | 211 |
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 | $666,000 | 305 |
Number of Managed Accounts | $646,000 | 228 |
Number of Non-Managed Accounts | $20,000 | 840 |
Total fiduciary and related assets | $549,650,000 | 244 |
Managed Assets ($) | $543,466,000 | 192 |
Non-managed Assets ($) | $6,184,000 | 740 |
Memoranda | ||
Gross Fiduciary activities income | $2,502,000 | 223 |
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 | $658,000 | 270 |
Number of Managed Accounts | $638,000 | 218 |
Number of Non-Managed Accounts | $20,000 | 354 |
Total fiduciary and related assets | $500,013,000 | 245 |
Managed Assets ($) | $494,054,000 | 193 |
Non-managed Assets ($) | $5,959,000 | 378 |
Memoranda | ||
Gross Fiduciary activities income | $1,882,000 | 225 |
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 | $640,000 | 276 |
Number of Managed Accounts | $617,000 | 221 |
Number of Non-Managed Accounts | $23,000 | 358 |
Total fiduciary and related assets | $500,983,000 | 249 |
Managed Assets ($) | $483,569,000 | 195 |
Non-managed Assets ($) | $17,414,000 | 350 |
Memoranda | ||
Gross Fiduciary activities income | $1,271,000 | 228 |
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 | $637,000 | 275 |
Number of Managed Accounts | $610,000 | 226 |
Number of Non-Managed Accounts | $27,000 | 353 |
Total fiduciary and related assets | $489,209,000 | 252 |
Managed Assets ($) | $471,413,000 | 200 |
Non-managed Assets ($) | $17,796,000 | 349 |
Memoranda | ||
Gross Fiduciary activities income | $672,000 | 220 |
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 | $632,000 | 331 |
Number of Managed Accounts | $605,000 | 251 |
Number of Non-Managed Accounts | $27,000 | 785 |
Total fiduciary and related assets | $477,789,000 | 262 |
Managed Assets ($) | $465,308,000 | 204 |
Non-managed Assets ($) | $12,481,000 | 616 |
Memoranda | ||
Gross Fiduciary activities income | $2,243,000 | 241 |
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 | $631,000 | 294 |
Number of Managed Accounts | $608,000 | 235 |
Number of Non-Managed Accounts | $23,000 | 365 |
Total fiduciary and related assets | $432,153,000 | 276 |
Managed Assets ($) | $423,709,000 | 217 |
Non-managed Assets ($) | $8,444,000 | 388 |
Memoranda | ||
Gross Fiduciary activities income | $1,692,000 | 248 |
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 | $626,000 | 299 |
Number of Managed Accounts | $603,000 | 242 |
Number of Non-Managed Accounts | $23,000 | 368 |
Total fiduciary and related assets | $422,462,000 | 281 |
Managed Assets ($) | $414,161,000 | 221 |
Non-managed Assets ($) | $8,301,000 | 392 |
Memoranda | ||
Gross Fiduciary activities income | $1,142,000 | 254 |
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 | $612,000 | 309 |
Number of Managed Accounts | $590,000 | 251 |
Number of Non-Managed Accounts | $22,000 | 382 |
Total fiduciary and related assets | $444,492,000 | 274 |
Managed Assets ($) | $436,770,000 | 207 |
Non-managed Assets ($) | $7,722,000 | 402 |
Memoranda | ||
Gross Fiduciary activities income | $561,000 | 263 |
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 | $608,000 | 359 |
Number of Managed Accounts | $588,000 | 271 |
Number of Non-Managed Accounts | $20,000 | 862 |
Total fiduciary and related assets | $447,479,000 | 273 |
Managed Assets ($) | $441,989,000 | 203 |
Non-managed Assets ($) | $5,490,000 | 783 |
Memoranda | ||
Gross Fiduciary activities income | $2,209,000 | 269 |
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 | $587,000 | 349 |
Number of Managed Accounts | $571,000 | 262 |
Number of Non-Managed Accounts | $16,000 | 886 |
Total fiduciary and related assets | $405,698,000 | 279 |
Managed Assets ($) | $400,594,000 | 217 |
Non-managed Assets ($) | $5,104,000 | 770 |
Memoranda | ||
Gross Fiduciary activities income | $2,052,000 | 287 |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $2,039,000 | 283 |
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 | $1,697,000 | 351 |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $1,299,000 | 400 |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | $1,011,000 | 469 |
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 | NA | NA |
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 |