Home > South Side Trust & Savings Bank of Peoria > Fiduciary and Related Services
South Side Trust & Savings Bank of Peoria, Fiduciary and Related Services
| 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 | $773,000 | 270 |
| Number of Managed Accounts | $696,000 | 240 |
| Number of Non-Managed Accounts | $77,000 | 318 |
| Total fiduciary and related assets | $387,132,000 | 324 |
| Managed Assets ($) | $322,072,000 | 308 |
| Non-managed Assets ($) | $65,060,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $629,000 | 545 |
| 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 | $783,000 | 253 |
| Number of Managed Accounts | $693,000 | 231 |
| Number of Non-Managed Accounts | $90,000 | 206 |
| Total fiduciary and related assets | $376,475,000 | 327 |
| Managed Assets ($) | $308,217,000 | 308 |
| Non-managed Assets ($) | $68,258,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,877,000 | 301 |
| 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 | $801,000 | 250 |
| Number of Managed Accounts | $702,000 | 232 |
| Number of Non-Managed Accounts | $99,000 | 199 |
| Total fiduciary and related assets | $367,349,000 | 325 |
| Managed Assets ($) | $296,392,000 | 310 |
| Non-managed Assets ($) | $70,957,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,264,000 | 297 |
| 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 | $786,000 | 252 |
| Number of Managed Accounts | $686,000 | 232 |
| Number of Non-Managed Accounts | $100,000 | 195 |
| Total fiduciary and related assets | $358,530,000 | 331 |
| Managed Assets ($) | $285,403,000 | 317 |
| Non-managed Assets ($) | $73,127,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $705,000 | 284 |
| 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 | $787,000 | 259 |
| Number of Managed Accounts | $686,000 | 232 |
| Number of Non-Managed Accounts | $101,000 | 269 |
| Total fiduciary and related assets | $348,828,000 | 331 |
| Managed Assets ($) | $279,205,000 | 310 |
| Non-managed Assets ($) | $69,623,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,193,000 | 316 |
| 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 | $785,000 | 246 |
| Number of Managed Accounts | $686,000 | 226 |
| Number of Non-Managed Accounts | $99,000 | 197 |
| Total fiduciary and related assets | $347,916,000 | 327 |
| Managed Assets ($) | $278,609,000 | 309 |
| Non-managed Assets ($) | $69,307,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,633,000 | 319 |
| 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 | $785,000 | 248 |
| Number of Managed Accounts | $683,000 | 231 |
| Number of Non-Managed Accounts | $102,000 | 201 |
| Total fiduciary and related assets | $340,516,000 | 331 |
| Managed Assets ($) | $271,607,000 | 310 |
| Non-managed Assets ($) | $68,909,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 317 |
| 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 | $790,000 | 247 |
| Number of Managed Accounts | $690,000 | 226 |
| Number of Non-Managed Accounts | $100,000 | 201 |
| Total fiduciary and related assets | $339,355,000 | 333 |
| Managed Assets ($) | $270,086,000 | 307 |
| Non-managed Assets ($) | $69,269,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $540,000 | 317 |
| 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 | $788,000 | 258 |
| Number of Managed Accounts | $688,000 | 229 |
| Number of Non-Managed Accounts | $100,000 | 278 |
| Total fiduciary and related assets | $348,646,000 | 325 |
| Managed Assets ($) | $274,213,000 | 308 |
| Non-managed Assets ($) | $74,433,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,176,000 | 319 |
| 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 | $797,000 | 247 |
| Number of Managed Accounts | $694,000 | 224 |
| Number of Non-Managed Accounts | $103,000 | 197 |
| Total fiduciary and related assets | $333,653,000 | 334 |
| Managed Assets ($) | $262,408,000 | 312 |
| Non-managed Assets ($) | $71,245,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,645,000 | 322 |
| 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 | $808,000 | 249 |
| Number of Managed Accounts | $699,000 | 227 |
| Number of Non-Managed Accounts | $109,000 | 191 |
| Total fiduciary and related assets | $237,499,000 | 388 |
| Managed Assets ($) | $162,407,000 | 361 |
| Non-managed Assets ($) | $75,092,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,133,000 | 321 |
| 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 | $811,000 | 247 |
| Number of Managed Accounts | $701,000 | 221 |
| Number of Non-Managed Accounts | $110,000 | 186 |
| Total fiduciary and related assets | $348,911,000 | 335 |
| Managed Assets ($) | $274,066,000 | 313 |
| Non-managed Assets ($) | $74,845,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 319 |
| 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 | $807,000 | 254 |
| Number of Managed Accounts | $695,000 | 231 |
| Number of Non-Managed Accounts | $112,000 | 267 |
| Total fiduciary and related assets | $340,774,000 | 338 |
| Managed Assets ($) | $269,468,000 | 320 |
| Non-managed Assets ($) | $71,306,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,000 | 334 |
| 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 | $810,000 | 243 |
| Number of Managed Accounts | $693,000 | 223 |
| Number of Non-Managed Accounts | $117,000 | 184 |
| Total fiduciary and related assets | $338,514,000 | 337 |
| Managed Assets ($) | $266,530,000 | 318 |
| Non-managed Assets ($) | $71,984,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,503,000 | 338 |
| 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 | $796,000 | 243 |
| Number of Managed Accounts | $680,000 | 228 |
| Number of Non-Managed Accounts | $116,000 | 184 |
| Total fiduciary and related assets | $334,440,000 | 341 |
| Managed Assets ($) | $263,352,000 | 320 |
| Non-managed Assets ($) | $71,088,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,005,000 | 336 |
| 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 | $778,000 | 251 |
| Number of Managed Accounts | $659,000 | 232 |
| Number of Non-Managed Accounts | $119,000 | 188 |
| Total fiduciary and related assets | $327,464,000 | 341 |
| Managed Assets ($) | $257,628,000 | 318 |
| Non-managed Assets ($) | $69,836,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $492,000 | 337 |
| 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 | $764,000 | 270 |
| Number of Managed Accounts | $639,000 | 244 |
| Number of Non-Managed Accounts | $125,000 | 266 |
| Total fiduciary and related assets | $301,691,000 | 352 |
| Managed Assets ($) | $227,830,000 | 339 |
| Non-managed Assets ($) | $73,861,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,835,000 | 339 |
| 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 | $770,000 | 250 |
| Number of Managed Accounts | $634,000 | 232 |
| Number of Non-Managed Accounts | $136,000 | 179 |
| Total fiduciary and related assets | $302,139,000 | 340 |
| Managed Assets ($) | $217,778,000 | 321 |
| Non-managed Assets ($) | $84,361,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,385,000 | 335 |
| 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 | $767,000 | 247 |
| Number of Managed Accounts | $629,000 | 228 |
| Number of Non-Managed Accounts | $138,000 | 179 |
| Total fiduciary and related assets | $296,556,000 | 339 |
| Managed Assets ($) | $211,633,000 | 321 |
| Non-managed Assets ($) | $84,923,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $932,000 | 336 |
| 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 | $769,000 | 253 |
| Number of Managed Accounts | $635,000 | 230 |
| Number of Non-Managed Accounts | $134,000 | 185 |
| Total fiduciary and related assets | $297,846,000 | 338 |
| Managed Assets ($) | $213,783,000 | 319 |
| Non-managed Assets ($) | $84,063,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 340 |
| 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 | $756,000 | 274 |
| Number of Managed Accounts | $625,000 | 242 |
| Number of Non-Managed Accounts | $131,000 | 269 |
| Total fiduciary and related assets | $288,972,000 | 340 |
| Managed Assets ($) | $207,405,000 | 333 |
| Non-managed Assets ($) | $81,567,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,745,000 | 334 |
| 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 | $741,000 | 254 |
| Number of Managed Accounts | $608,000 | 231 |
| Number of Non-Managed Accounts | $133,000 | 178 |
| Total fiduciary and related assets | $287,433,000 | 336 |
| Managed Assets ($) | $206,823,000 | 312 |
| Non-managed Assets ($) | $80,610,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,308,000 | 330 |
| 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 | $744,000 | 248 |
| Number of Managed Accounts | $607,000 | 226 |
| Number of Non-Managed Accounts | $137,000 | 182 |
| Total fiduciary and related assets | $295,000 | 388 |
| Managed Assets ($) | $210,000 | 374 |
| Non-managed Assets ($) | $85,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 327 |
| 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 | $745,000 | 247 |
| Number of Managed Accounts | $608,000 | 225 |
| Number of Non-Managed Accounts | $137,000 | 181 |
| Total fiduciary and related assets | $294,351,000 | 326 |
| Managed Assets ($) | $210,626,000 | 308 |
| Non-managed Assets ($) | $83,725,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $433,000 | 334 |
| 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 | $600,000 | 242 |
| Number of Non-Managed Accounts | $140,000 | 257 |
| Total fiduciary and related assets | $284,842,000 | 326 |
| Managed Assets ($) | $201,044,000 | 319 |
| Non-managed Assets ($) | $83,798,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,686,000 | 299 |
| 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 | $747,000 | 247 |
| Number of Managed Accounts | $603,000 | 223 |
| Number of Non-Managed Accounts | $144,000 | 176 |
| Total fiduciary and related assets | $275,896,000 | 319 |
| Managed Assets ($) | $192,042,000 | 307 |
| Non-managed Assets ($) | $83,854,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,266,000 | 296 |
| 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 | $746,000 | 249 |
| Number of Managed Accounts | $601,000 | 224 |
| Number of Non-Managed Accounts | $145,000 | 176 |
| Total fiduciary and related assets | $281,609,000 | 334 |
| Managed Assets ($) | $195,791,000 | 318 |
| Non-managed Assets ($) | $85,818,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $853,000 | 295 |
| 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 | $737,000 | 250 |
| Number of Managed Accounts | $585,000 | 232 |
| Number of Non-Managed Accounts | $152,000 | 180 |
| Total fiduciary and related assets | $275,074,000 | 335 |
| Managed Assets ($) | $186,000,000 | 327 |
| Non-managed Assets ($) | $89,074,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $415,000 | 301 |
| 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 | $730,000 | 274 |
| Number of Managed Accounts | $576,000 | 248 |
| Number of Non-Managed Accounts | $154,000 | 261 |
| Total fiduciary and related assets | $275,110,000 | 336 |
| Managed Assets ($) | $185,846,000 | 349 |
| Non-managed Assets ($) | $89,264,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 309 |
| 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 | $733,000 | 248 |
| Number of Managed Accounts | $573,000 | 226 |
| Number of Non-Managed Accounts | $160,000 | 176 |
| Total fiduciary and related assets | $269,627,000 | 321 |
| Managed Assets ($) | $183,260,000 | 310 |
| Non-managed Assets ($) | $86,367,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,149,000 | 313 |
| 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 | $729,000 | 250 |
| Number of Managed Accounts | $569,000 | 230 |
| Number of Non-Managed Accounts | $160,000 | 175 |
| Total fiduciary and related assets | $257,918,000 | 327 |
| Managed Assets ($) | $175,152,000 | 307 |
| Non-managed Assets ($) | $82,766,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $788,000 | 308 |
| 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 | $704,000 | 259 |
| Number of Managed Accounts | $542,000 | 238 |
| Number of Non-Managed Accounts | $162,000 | 178 |
| Total fiduciary and related assets | $259,100,000 | 337 |
| Managed Assets ($) | $177,649,000 | 313 |
| Non-managed Assets ($) | $81,451,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 328 |
| 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 | $660,000 | 312 |
| Number of Managed Accounts | $515,000 | 272 |
| Number of Non-Managed Accounts | $145,000 | 271 |
| Total fiduciary and related assets | $254,261,000 | 340 |
| Managed Assets ($) | $173,118,000 | 350 |
| Non-managed Assets ($) | $81,143,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,416,000 | 312 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,034,000 | 314 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 317 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $322,000 | 328 |
| 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 | $645,000 | 319 |
| Number of Managed Accounts | $483,000 | 289 |
| Number of Non-Managed Accounts | $162,000 | 256 |
| Total fiduciary and related assets | $240,771,000 | 341 |
| Managed Assets ($) | $156,803,000 | 360 |
| Non-managed Assets ($) | $83,968,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,434,000 | 327 |
| 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 | $640,000 | 275 |
| Number of Managed Accounts | $481,000 | 261 |
| Number of Non-Managed Accounts | $159,000 | 184 |
| Total fiduciary and related assets | $251,134,000 | 338 |
| Managed Assets ($) | $151,610,000 | 341 |
| Non-managed Assets ($) | $99,524,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,092,000 | 328 |
| 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 | $625,000 | 287 |
| Number of Managed Accounts | $469,000 | 266 |
| Number of Non-Managed Accounts | $156,000 | 188 |
| Total fiduciary and related assets | $249,435,000 | 354 |
| Managed Assets ($) | $151,490,000 | 349 |
| Non-managed Assets ($) | $97,945,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000 | 335 |
| 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 | $612,000 | 290 |
| Number of Managed Accounts | $452,000 | 273 |
| Number of Non-Managed Accounts | $160,000 | 186 |
| Total fiduciary and related assets | $252,821,000 | 363 |
| Managed Assets ($) | $154,581,000 | 355 |
| Non-managed Assets ($) | $98,240,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000 | 340 |
| 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 | $594,000 | 336 |
| Number of Managed Accounts | $442,000 | 305 |
| Number of Non-Managed Accounts | $152,000 | 280 |
| Total fiduciary and related assets | $251,817,000 | 373 |
| Managed Assets ($) | $154,968,000 | 404 |
| Non-managed Assets ($) | $96,849,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 357 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $996,000 | 351 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 355 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 372 |
| 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 | $552,000 | 349 |
| Number of Managed Accounts | $405,000 | 322 |
| Number of Non-Managed Accounts | $147,000 | 287 |
| Total fiduciary and related assets | $237,804,000 | 382 |
| Managed Assets ($) | $145,822,000 | 413 |
| Non-managed Assets ($) | $91,982,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,218,000 | 353 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $917,000 | 357 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 363 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 364 |
| 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 | $480,000 | 390 |
| Number of Managed Accounts | $350,000 | 369 |
| Number of Non-Managed Accounts | $130,000 | 322 |
| Total fiduciary and related assets | $199,136,000 | 417 |
| Managed Assets ($) | $118,598,000 | 450 |
| Non-managed Assets ($) | $80,538,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 373 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 369 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $534,000 | 377 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $274,000 | 374 |
| 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 | $469,000 | 405 |
| Number of Managed Accounts | $344,000 | 368 |
| Number of Non-Managed Accounts | $125,000 | 356 |
| Total fiduciary and related assets | $175,367,000 | 437 |
| Managed Assets ($) | $109,591,000 | 461 |
| Non-managed Assets ($) | $65,776,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $971,000 | 386 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $737,000 | 385 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $498,000 | 384 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $242,000 | 388 |
| 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 | $460,000 | 427 |
| Number of Managed Accounts | $322,000 | 388 |
| Number of Non-Managed Accounts | $138,000 | 345 |
| Total fiduciary and related assets | $159,945,000 | 456 |
| Managed Assets ($) | $98,769,000 | 470 |
| Non-managed Assets ($) | $61,176,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 413 |
| 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 | $454,000 | 345 |
| Number of Managed Accounts | $312,000 | 319 |
| Number of Non-Managed Accounts | $142,000 | 240 |
| Total fiduciary and related assets | $148,088,000 | 392 |
| Managed Assets ($) | $91,032,000 | 363 |
| Non-managed Assets ($) | $57,056,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $659,000 | 413 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 417 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,000 | 419 |
| 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 | $431,000 | 454 |
| Number of Managed Accounts | $284,000 | 447 |
| Number of Non-Managed Accounts | $147,000 | 343 |
| Total fiduciary and related assets | $131,306,000 | 504 |
| Managed Assets ($) | $78,342,000 | 528 |
| Non-managed Assets ($) | $52,964,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 451 |
| 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 | $440,000 | 424 |
| Number of Managed Accounts | $287,000 | 414 |
| Number of Non-Managed Accounts | $153,000 | 327 |
| Total fiduciary and related assets | $127,390,000 | 478 |
| Managed Assets ($) | $72,815,000 | 527 |
| Non-managed Assets ($) | $54,575,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $792,000 | 467 |
| 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 | $790,000 | 473 |
| 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 | $659,000 | 560 |
| 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 | $586,000 | 588 |
| 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 | $534,000 | 631 |
| 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 | $429,000 | 748 |
| 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 | $291,000 | 912 |
| 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 | $266,000 | 943 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $259,000 | 991 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 1,089 |