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Quad City 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$1,342,000196
Number of Managed Accounts$1,195,000170
Number of Non-Managed Accounts$147,000207
Total fiduciary and related assets$1,751,236,000196
Managed Assets ($)$1,598,558,000163
Non-managed Assets ($)$152,678,000239
Memoranda
Gross Fiduciary activities income$8,017,000204
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$1,278,000194
Number of Managed Accounts$1,150,000173
Number of Non-Managed Accounts$128,000173
Total fiduciary and related assets$1,543,682,000203
Managed Assets ($)$1,485,798,000167
Non-managed Assets ($)$57,884,000266
Memoranda
Gross Fiduciary activities income$6,037,000205
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$1,331,000191
Number of Managed Accounts$1,193,000165
Number of Non-Managed Accounts$138,000179
Total fiduciary and related assets$1,618,582,000193
Managed Assets ($)$1,569,438,000153
Non-managed Assets ($)$49,144,000313
Memoranda
Gross Fiduciary activities income$4,051,000200
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$1,219,000205
Number of Managed Accounts$1,148,000176
Number of Non-Managed Accounts$71,000226
Total fiduciary and related assets$1,547,460,000202
Managed Assets ($)$1,511,570,000163
Non-managed Assets ($)$35,890,000290
Memoranda
Gross Fiduciary activities income$2,055,000201
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$1,210,000215
Number of Managed Accounts$1,138,000187
Number of Non-Managed Accounts$72,000311
Total fiduciary and related assets$1,453,337,000206
Managed Assets ($)$1,417,319,000168
Non-managed Assets ($)$36,018,000402
Memoranda
Gross Fiduciary activities income$7,665,000217
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$1,207,000214
Number of Managed Accounts$1,134,000181
Number of Non-Managed Accounts$73,000226
Total fiduciary and related assets$1,396,784,000204
Managed Assets ($)$1,359,120,000167
Non-managed Assets ($)$37,664,000301
Memoranda
Gross Fiduciary activities income$5,800,000216
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$1,200,000195
Number of Managed Accounts$1,128,000170
Number of Non-Managed Accounts$72,000223
Total fiduciary and related assets$1,510,502,000167
Managed Assets ($)$1,472,249,000139
Non-managed Assets ($)$38,253,000307
Memoranda
Gross Fiduciary activities income$4,010,000179
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$1,184,000198
Number of Managed Accounts$1,110,000171
Number of Non-Managed Accounts$74,000199
Total fiduciary and related assets$1,778,673,000166
Managed Assets ($)$1,732,799,000136
Non-managed Assets ($)$45,874,000257
Memoranda
Gross Fiduciary activities income$2,194,000167
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$1,156,000203
Number of Managed Accounts$1,083,000180
Number of Non-Managed Accounts$73,000293
Total fiduciary and related assets$2,033,863,000158
Managed Assets ($)$1,952,260,000123
Non-managed Assets ($)$81,603,000287
Memoranda
Gross Fiduciary activities income$8,086,000180
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$1,139,000201
Number of Managed Accounts$1,070,000176
Number of Non-Managed Accounts$69,000215
Total fiduciary and related assets$1,850,973,000165
Managed Assets ($)$1,815,061,000129
Non-managed Assets ($)$35,912,000262
Memoranda
Gross Fiduciary activities income$6,047,000179
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$1,120,000204
Number of Managed Accounts$1,053,000181
Number of Non-Managed Accounts$67,000231
Total fiduciary and related assets$1,874,605,000163
Managed Assets ($)$1,840,015,000128
Non-managed Assets ($)$34,590,000308
Memoranda
Gross Fiduciary activities income$4,129,000172
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$1,124,000201
Number of Managed Accounts$1,054,000178
Number of Non-Managed Accounts$70,000214
Total fiduciary and related assets$1,771,542,000165
Managed Assets ($)$1,737,852,000128
Non-managed Assets ($)$33,690,000264
Memoranda
Gross Fiduciary activities income$2,067,000172
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$1,082,000210
Number of Managed Accounts$1,058,000179
Number of Non-Managed Accounts$24,000521
Total fiduciary and related assets$1,359,290,000186
Managed Assets ($)$1,324,979,000154
Non-managed Assets ($)$34,311,000371
Memoranda
Gross Fiduciary activities income$6,513,000192
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,064,000205
Number of Managed Accounts$1,041,000176
Number of Non-Managed Accounts$23,000280
Total fiduciary and related assets$1,220,711,000190
Managed Assets ($)$1,192,641,000155
Non-managed Assets ($)$28,070,000273
Memoranda
Gross Fiduciary activities income$4,828,000187
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$1,058,000212
Number of Managed Accounts$1,035,000182
Number of Non-Managed Accounts$23,000319
Total fiduciary and related assets$1,084,359,000200
Managed Assets ($)$1,055,308,000165
Non-managed Assets ($)$29,051,000311
Memoranda
Gross Fiduciary activities income$3,219,000186
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$1,065,000204
Number of Managed Accounts$1,042,000175
Number of Non-Managed Accounts$23,000280
Total fiduciary and related assets$974,881,000198
Managed Assets ($)$946,106,000164
Non-managed Assets ($)$28,775,000268
Memoranda
Gross Fiduciary activities income$1,667,000183
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$1,056,000219
Number of Managed Accounts$1,034,000183
Number of Non-Managed Accounts$22,000545
Total fiduciary and related assets$1,146,836,000195
Managed Assets ($)$1,110,100,000163
Non-managed Assets ($)$36,736,000358
Memoranda
Gross Fiduciary activities income$6,090,000195
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$1,044,000211
Number of Managed Accounts$1,022,000180
Number of Non-Managed Accounts$22,000288
Total fiduciary and related assets$1,103,717,000197
Managed Assets ($)$1,072,106,000162
Non-managed Assets ($)$31,611,000273
Memoranda
Gross Fiduciary activities income$4,560,000194
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$1,029,000219
Number of Managed Accounts$1,006,000183
Number of Non-Managed Accounts$23,000308
Total fiduciary and related assets$1,072,162,000197
Managed Assets ($)$1,041,775,000162
Non-managed Assets ($)$30,387,000299
Memoranda
Gross Fiduciary activities income$3,093,000190
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$1,020,000222
Number of Managed Accounts$997,000185
Number of Non-Managed Accounts$23,000314
Total fiduciary and related assets$1,052,483,000198
Managed Assets ($)$1,022,331,000161
Non-managed Assets ($)$30,152,000306
Memoranda
Gross Fiduciary activities income$1,573,000190
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$1,025,000225
Number of Managed Accounts$1,003,000185
Number of Non-Managed Accounts$22,000561
Total fiduciary and related assets$988,380,000198
Managed Assets ($)$959,684,000160
Non-managed Assets ($)$28,696,000391
Memoranda
Gross Fiduciary activities income$5,559,000203
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$1,020,000219
Number of Managed Accounts$999,000184
Number of Non-Managed Accounts$21,000321
Total fiduciary and related assets$1,049,072,000200
Managed Assets ($)$1,015,850,000160
Non-managed Assets ($)$33,222,000302
Memoranda
Gross Fiduciary activities income$4,146,000205
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$938,000231
Number of Managed Accounts$911,000196
Number of Non-Managed Accounts$27,000312
Total fiduciary and related assets$981,061,000204
Managed Assets ($)$942,540,000162
Non-managed Assets ($)$38,521,000301
Memoranda
Gross Fiduciary activities income$2,767,000203
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$918,000236
Number of Managed Accounts$891,000199
Number of Non-Managed Accounts$27,000314
Total fiduciary and related assets$958,587,000205
Managed Assets ($)$921,153,000163
Non-managed Assets ($)$37,434,000302
Memoranda
Gross Fiduciary activities income$1,480,000200
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$925,000246
Number of Managed Accounts$897,000200
Number of Non-Managed Accounts$28,000530
Total fiduciary and related assets$970,374,000207
Managed Assets ($)$939,687,000164
Non-managed Assets ($)$30,687,000396
Memoranda
Gross Fiduciary activities income$4,795,000215
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$922,000233
Number of Managed Accounts$892,000196
Number of Non-Managed Accounts$30,000298
Total fiduciary and related assets$931,778,000205
Managed Assets ($)$898,885,000166
Non-managed Assets ($)$32,893,000302
Memoranda
Gross Fiduciary activities income$3,559,000217
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$904,000234
Number of Managed Accounts$873,000199
Number of Non-Managed Accounts$31,000298
Total fiduciary and related assets$889,203,000206
Managed Assets ($)$856,356,000165
Non-managed Assets ($)$32,847,000300
Memoranda
Gross Fiduciary activities income$2,399,000217
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$905,000232
Number of Managed Accounts$874,000199
Number of Non-Managed Accounts$31,000298
Total fiduciary and related assets$884,024,000204
Managed Assets ($)$853,702,000166
Non-managed Assets ($)$30,322,000299
Memoranda
Gross Fiduciary activities income$1,240,000211
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$879,000240
Number of Managed Accounts$851,000202
Number of Non-Managed Accounts$28,000551
Total fiduciary and related assets$835,320,000206
Managed Assets ($)$804,404,000169
Non-managed Assets ($)$30,916,000385
Memoranda
Gross Fiduciary activities income$4,212,000221
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$893,000228
Number of Managed Accounts$861,000198
Number of Non-Managed Accounts$32,000305
Total fiduciary and related assets$818,979,000206
Managed Assets ($)$794,067,000169
Non-managed Assets ($)$24,912,000317
Memoranda
Gross Fiduciary activities income$3,135,000219
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$900,000226
Number of Managed Accounts$869,000195
Number of Non-Managed Accounts$31,000310
Total fiduciary and related assets$787,982,000210
Managed Assets ($)$766,012,000172
Non-managed Assets ($)$21,970,000325
Memoranda
Gross Fiduciary activities income$2,119,000220
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$902,000226
Number of Managed Accounts$869,000195
Number of Non-Managed Accounts$33,000306
Total fiduciary and related assets$767,816,000210
Managed Assets ($)$746,227,000171
Non-managed Assets ($)$21,589,000323
Memoranda
Gross Fiduciary activities income$1,079,000221
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$897,000237
Number of Managed Accounts$863,000194
Number of Non-Managed Accounts$34,000519
Total fiduciary and related assets$759,457,000212
Managed Assets ($)$737,578,000175
Non-managed Assets ($)$21,879,000446
Memoranda
Gross Fiduciary activities income$4,220,000225
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$892,000230
Number of Managed Accounts$856,000191
Number of Non-Managed Accounts$36,000288
Total fiduciary and related assets$741,551,000212
Managed Assets ($)$719,391,000173
Non-managed Assets ($)$22,160,000324
Memoranda
Gross Fiduciary activities income$3,208,000225
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$891,000232
Number of Managed Accounts$852,000193
Number of Non-Managed Accounts$39,000287
Total fiduciary and related assets$780,706,000213
Managed Assets ($)$757,281,000171
Non-managed Assets ($)$23,425,000328
Memoranda
Gross Fiduciary activities income$2,149,000227
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$879,000233
Number of Managed Accounts$839,000193
Number of Non-Managed Accounts$40,000289
Total fiduciary and related assets$778,338,000214
Managed Assets ($)$757,017,000170
Non-managed Assets ($)$21,321,000329
Memoranda
Gross Fiduciary activities income$1,140,000221
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$852,000246
Number of Managed Accounts$818,000197
Number of Non-Managed Accounts$34,000542
Total fiduciary and related assets$767,506,000210
Managed Assets ($)$753,019,000169
Non-managed Assets ($)$14,487,000542
Memoranda
Gross Fiduciary activities income$3,728,000235
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$835,000238
Number of Managed Accounts$803,000197
Number of Non-Managed Accounts$32,000303
Total fiduciary and related assets$737,780,000216
Managed Assets ($)$722,785,000168
Non-managed Assets ($)$14,995,000336
Memoranda
Gross Fiduciary activities income$2,814,000234
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$818,000240
Number of Managed Accounts$785,000203
Number of Non-Managed Accounts$33,000298
Total fiduciary and related assets$719,080,000220
Managed Assets ($)$703,597,000170
Non-managed Assets ($)$15,483,000335
Memoranda
Gross Fiduciary activities income$1,949,000232
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$821,000244
Number of Managed Accounts$792,000197
Number of Non-Managed Accounts$29,000304
Total fiduciary and related assets$692,231,000220
Managed Assets ($)$677,527,000171
Non-managed Assets ($)$14,704,000339
Memoranda
Gross Fiduciary activities income$998,000233
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$809,000258
Number of Managed Accounts$775,000205
Number of Non-Managed Accounts$34,000554
Total fiduciary and related assets$675,316,000222
Managed Assets ($)$654,999,000172
Non-managed Assets ($)$20,317,000480
Memoranda
Gross Fiduciary activities income$3,319,000241
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$807,000243
Number of Managed Accounts$774,000197
Number of Non-Managed Accounts$33,000291
Total fiduciary and related assets$635,511,000228
Managed Assets ($)$612,939,000174
Non-managed Assets ($)$22,572,000317
Memoranda
Gross Fiduciary activities income$2,500,000239
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$805,000239
Number of Managed Accounts$772,000192
Number of Non-Managed Accounts$33,000292
Total fiduciary and related assets$621,989,000225
Managed Assets ($)$599,336,000171
Non-managed Assets ($)$22,653,000317
Memoranda
Gross Fiduciary activities income$1,695,000238
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$806,000243
Number of Managed Accounts$773,000194
Number of Non-Managed Accounts$33,000296
Total fiduciary and related assets$605,628,000231
Managed Assets ($)$580,847,000181
Non-managed Assets ($)$24,781,000317
Memoranda
Gross Fiduciary activities income$861,000237
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$787,000262
Number of Managed Accounts$754,000200
Number of Non-Managed Accounts$33,000577
Total fiduciary and related assets$578,648,000236
Managed Assets ($)$553,275,000181
Non-managed Assets ($)$25,373,000449
Memoranda
Gross Fiduciary activities income$3,056,000235
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$768,000245
Number of Managed Accounts$736,000200
Number of Non-Managed Accounts$32,000286
Total fiduciary and related assets$550,260,000239
Managed Assets ($)$533,380,000182
Non-managed Assets ($)$16,880,000315
Memoranda
Gross Fiduciary activities income$2,265,000236
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$764,000239
Number of Managed Accounts$730,000195
Number of Non-Managed Accounts$34,000286
Total fiduciary and related assets$517,835,000240
Managed Assets ($)$500,789,000184
Non-managed Assets ($)$17,046,000313
Memoranda
Gross Fiduciary activities income$1,491,000239
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$759,000238
Number of Managed Accounts$728,000195
Number of Non-Managed Accounts$31,000288
Total fiduciary and related assets$512,818,000239
Managed Assets ($)$497,825,000191
Non-managed Assets ($)$14,993,000318
Memoranda
Gross Fiduciary activities income$775,000238
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$740,000270
Number of Managed Accounts$710,000211
Number of Non-Managed Accounts$30,000611
Total fiduciary and related assets$487,045,000239
Managed Assets ($)$476,535,000189
Non-managed Assets ($)$10,510,000597
Memoranda
Gross Fiduciary activities income$2,894,000203
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$748,000246
Number of Managed Accounts$720,000197
Number of Non-Managed Accounts$28,000306
Total fiduciary and related assets$465,177,000239
Managed Assets ($)$456,612,000181
Non-managed Assets ($)$8,565,000343
Memoranda
Gross Fiduciary activities income$2,221,000200
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$758,000244
Number of Managed Accounts$735,000194
Number of Non-Managed Accounts$23,000319
Total fiduciary and related assets$514,075,000232
Managed Assets ($)$506,450,000178
Non-managed Assets ($)$7,625,000348
Memoranda
Gross Fiduciary activities income$1,554,000200
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$743,000249
Number of Managed Accounts$723,000195
Number of Non-Managed Accounts$20,000328
Total fiduciary and related assets$499,070,000239
Managed Assets ($)$494,870,000180
Non-managed Assets ($)$4,200,000369
Memoranda
Gross Fiduciary activities income$809,000200
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$754,000270
Number of Managed Accounts$734,000206
Number of Non-Managed Accounts$20,000742
Total fiduciary and related assets$486,053,000243
Managed Assets ($)$482,036,000182
Non-managed Assets ($)$4,017,000785
Memoranda
Gross Fiduciary activities income$2,780,000209
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$747,000247
Number of Managed Accounts$727,000195
Number of Non-Managed Accounts$20,000320
Total fiduciary and related assets$469,659,000245
Managed Assets ($)$465,842,000184
Non-managed Assets ($)$3,817,000363
Memoranda
Gross Fiduciary activities income$2,076,000208
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$745,000248
Number of Managed Accounts$725,000195
Number of Non-Managed Accounts$20,000323
Total fiduciary and related assets$435,369,000247
Managed Assets ($)$431,769,000187
Non-managed Assets ($)$3,600,000365
Memoranda
Gross Fiduciary activities income$1,412,000206
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$737,000251
Number of Managed Accounts$717,000198
Number of Non-Managed Accounts$20,000327
Total fiduciary and related assets$459,160,000250
Managed Assets ($)$455,322,000187
Non-managed Assets ($)$3,838,000371
Memoranda
Gross Fiduciary activities income$784,000201
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$746,000286
Number of Managed Accounts$727,000211
Number of Non-Managed Accounts$19,000778
Total fiduciary and related assets$444,732,000253
Managed Assets ($)$442,243,000192
Non-managed Assets ($)$2,489,000864
Memoranda
Gross Fiduciary activities income$2,553,000212
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$744,000251
Number of Managed Accounts$725,000196
Number of Non-Managed Accounts$19,000318
Total fiduciary and related assets$437,434,000252
Managed Assets ($)$434,996,000196
Non-managed Assets ($)$2,438,000360
Memoranda
Gross Fiduciary activities income$1,910,000211
2009-06-30Rank
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$741,000251
Number of Managed Accounts$722,000199
Number of Non-Managed Accounts$19,000323
Total fiduciary and related assets$418,197,000252
Managed Assets ($)$416,001,000195
Non-managed Assets ($)$2,196,000366
Memoranda
Gross Fiduciary activities income$1,255,000215
2009-03-31Rank
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$756,000248
Number of Managed Accounts$736,000197
Number of Non-Managed Accounts$20,000318
Total fiduciary and related assets$381,060,000261
Managed Assets ($)$378,248,000206
Non-managed Assets ($)$2,812,000361
Memoranda
Gross Fiduciary activities income$628,000219
2008-12-31Rank
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$747,000284
Number of Managed Accounts$726,000211
Number of Non-Managed Accounts$21,000754
Total fiduciary and related assets$426,802,000249
Managed Assets ($)$423,790,000190
Non-managed Assets ($)$3,012,000802
Memoranda
Gross Fiduciary activities income$2,953,000212
2008-09-30Rank
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$787,000245
Number of Managed Accounts$764,000194
Number of Non-Managed Accounts$23,000331
Total fiduciary and related assets$500,204,000238
Managed Assets ($)$495,744,000181
Non-managed Assets ($)$4,460,000378
Memoranda
Gross Fiduciary activities income$2,259,000215
2008-06-30Rank
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$782,000255
Number of Managed Accounts$759,000199
Number of Non-Managed Accounts$23,000333
Total fiduciary and related assets$533,832,000240
Managed Assets ($)$529,166,000182
Non-managed Assets ($)$4,666,000381
Memoranda
Gross Fiduciary activities income$1,566,000211
2008-03-31Rank
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$778,000256
Number of Managed Accounts$754,000200
Number of Non-Managed Accounts$24,000332
Total fiduciary and related assets$550,550,000244
Managed Assets ($)$545,779,000183
Non-managed Assets ($)$4,771,000389
Memoranda
Gross Fiduciary activities income$838,000205
2007-12-31Rank
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$772,000275
Number of Managed Accounts$747,000206
Number of Non-Managed Accounts$25,000717
Total fiduciary and related assets$572,836,000241
Managed Assets ($)$567,727,000180
Non-managed Assets ($)$5,109,000760
Memoranda
Gross Fiduciary activities income$3,435,000201
2007-09-30Rank
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$770,000247
Number of Managed Accounts$742,000196
Number of Non-Managed Accounts$28,000317
Total fiduciary and related assets$667,480,000218
Managed Assets ($)$661,622,000166
Non-managed Assets ($)$5,858,000366
Memoranda
Gross Fiduciary activities income$2,624,000194
2007-06-30Rank
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$767,000253
Number of Managed Accounts$739,000201
Number of Non-Managed Accounts$28,000326
Total fiduciary and related assets$660,795,000227
Managed Assets ($)$654,913,000174
Non-managed Assets ($)$5,882,000376
Memoranda
Gross Fiduciary activities income$1,757,000199
2007-03-31Rank
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$763,000253
Number of Managed Accounts$738,000201
Number of Non-Managed Accounts$25,000333
Total fiduciary and related assets$621,136,000232
Managed Assets ($)$615,916,000175
Non-managed Assets ($)$5,220,000381
Memoranda
Gross Fiduciary activities income$869,000201
2006-12-31Rank
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$748,000280
Number of Managed Accounts$725,000211
Number of Non-Managed Accounts$23,000756
Total fiduciary and related assets$615,365,000229
Managed Assets ($)$610,887,000179
Non-managed Assets ($)$4,478,000789
Memoranda
Gross Fiduciary activities income$2,916,000207
2006-09-30Rank
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$736,000261
Number of Managed Accounts$714,000210
Number of Non-Managed Accounts$22,000334
Total fiduciary and related assets$593,968,000234
Managed Assets ($)$588,857,000184
Non-managed Assets ($)$5,111,000368
Memoranda
Gross Fiduciary activities income$2,223,000210
2006-06-30Rank
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$729,000266
Number of Managed Accounts$707,000215
Number of Non-Managed Accounts$22,000340
Total fiduciary and related assets$571,940,000245
Managed Assets ($)$567,013,000189
Non-managed Assets ($)$4,927,000372
Memoranda
Gross Fiduciary activities income$1,470,000219
2006-03-31Rank
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$718,000274
Number of Managed Accounts$696,000217
Number of Non-Managed Accounts$22,000340
Total fiduciary and related assets$594,003,000240
Managed Assets ($)$588,983,000187
Non-managed Assets ($)$5,020,000376
Memoranda
Gross Fiduciary activities income$763,000216
2005-12-31Rank
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$713,000297
Number of Managed Accounts$691,000226
Number of Non-Managed Accounts$22,000798
Total fiduciary and related assets$583,184,000239
Managed Assets ($)$578,196,000191
Non-managed Assets ($)$4,988,000785
Memoranda
Gross Fiduciary activities income$2,770,000216
2005-09-30Rank
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$711,000260
Number of Managed Accounts$688,000215
Number of Non-Managed Accounts$23,000334
Total fiduciary and related assets$568,778,000239
Managed Assets ($)$563,673,000188
Non-managed Assets ($)$5,105,000370
Memoranda
Gross Fiduciary activities income$2,100,000212
2005-06-30Rank
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$689,000270
Number of Managed Accounts$666,000217
Number of Non-Managed Accounts$23,000353
Total fiduciary and related assets$550,466,000237
Managed Assets ($)$545,477,000190
Non-managed Assets ($)$4,989,000385
Memoranda
Gross Fiduciary activities income$1,438,000209
2005-03-31Rank
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$679,000270
Number of Managed Accounts$657,000218
Number of Non-Managed Accounts$22,000356
Total fiduciary and related assets$539,282,000243
Managed Assets ($)$534,370,000196
Non-managed Assets ($)$4,912,000389
Memoranda
Gross Fiduciary activities income$729,000211
2004-12-31Rank
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$666,000305
Number of Managed Accounts$646,000228
Number of Non-Managed Accounts$20,000840
Total fiduciary and related assets$549,650,000244
Managed Assets ($)$543,466,000192
Non-managed Assets ($)$6,184,000740
Memoranda
Gross Fiduciary activities income$2,502,000223
2004-09-30Rank
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$658,000270
Number of Managed Accounts$638,000218
Number of Non-Managed Accounts$20,000354
Total fiduciary and related assets$500,013,000245
Managed Assets ($)$494,054,000193
Non-managed Assets ($)$5,959,000378
Memoranda
Gross Fiduciary activities income$1,882,000225
2004-06-30Rank
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$640,000276
Number of Managed Accounts$617,000221
Number of Non-Managed Accounts$23,000358
Total fiduciary and related assets$500,983,000249
Managed Assets ($)$483,569,000195
Non-managed Assets ($)$17,414,000350
Memoranda
Gross Fiduciary activities income$1,271,000228
2004-03-31Rank
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$637,000275
Number of Managed Accounts$610,000226
Number of Non-Managed Accounts$27,000353
Total fiduciary and related assets$489,209,000252
Managed Assets ($)$471,413,000200
Non-managed Assets ($)$17,796,000349
Memoranda
Gross Fiduciary activities income$672,000220
2003-12-31Rank
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$632,000331
Number of Managed Accounts$605,000251
Number of Non-Managed Accounts$27,000785
Total fiduciary and related assets$477,789,000262
Managed Assets ($)$465,308,000204
Non-managed Assets ($)$12,481,000616
Memoranda
Gross Fiduciary activities income$2,243,000241
2003-09-30Rank
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$631,000294
Number of Managed Accounts$608,000235
Number of Non-Managed Accounts$23,000365
Total fiduciary and related assets$432,153,000276
Managed Assets ($)$423,709,000217
Non-managed Assets ($)$8,444,000388
Memoranda
Gross Fiduciary activities income$1,692,000248
2003-06-30Rank
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$626,000299
Number of Managed Accounts$603,000242
Number of Non-Managed Accounts$23,000368
Total fiduciary and related assets$422,462,000281
Managed Assets ($)$414,161,000221
Non-managed Assets ($)$8,301,000392
Memoranda
Gross Fiduciary activities income$1,142,000254
2003-03-31Rank
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$612,000309
Number of Managed Accounts$590,000251
Number of Non-Managed Accounts$22,000382
Total fiduciary and related assets$444,492,000274
Managed Assets ($)$436,770,000207
Non-managed Assets ($)$7,722,000402
Memoranda
Gross Fiduciary activities income$561,000263
2002-12-31Rank
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$608,000359
Number of Managed Accounts$588,000271
Number of Non-Managed Accounts$20,000862
Total fiduciary and related assets$447,479,000273
Managed Assets ($)$441,989,000203
Non-managed Assets ($)$5,490,000783
Memoranda
Gross Fiduciary activities income$2,209,000269
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$587,000349
Number of Managed Accounts$571,000262
Number of Non-Managed Accounts$16,000886
Total fiduciary and related assets$405,698,000279
Managed Assets ($)$400,594,000217
Non-managed Assets ($)$5,104,000770
Memoranda
Gross Fiduciary activities income$2,052,000287
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,039,000283
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$1,697,000351
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$1,299,000400
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$1,011,000469
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 incomeNANA
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 incomeNANA
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 incomeNANA