Home > The National Bank & Trust Company of Sycamore > Fiduciary and Related Services
The National Bank & Trust Company of Sycamore, Fiduciary and Related Services
| 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 | $1,180,000 | 192 |
| Number of Managed Accounts | $1,005,000 | 166 |
| Number of Non-Managed Accounts | $175,000 | 206 |
| Total fiduciary and related assets | $700,990,000 | 222 |
| Managed Assets ($) | $524,133,000 | 222 |
| Non-managed Assets ($) | $176,857,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,732,000 | 208 |
| 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 | $1,181,000 | 183 |
| Number of Managed Accounts | $1,003,000 | 164 |
| Number of Non-Managed Accounts | $178,000 | 158 |
| Total fiduciary and related assets | $684,347,000 | 224 |
| Managed Assets ($) | $506,613,000 | 225 |
| Non-managed Assets ($) | $177,734,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,541,000 | 210 |
| 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 | $1,178,000 | 185 |
| Number of Managed Accounts | $1,000,000 | 168 |
| Number of Non-Managed Accounts | $178,000 | 156 |
| Total fiduciary and related assets | $706,061,000 | 227 |
| Managed Assets ($) | $522,553,000 | 229 |
| Non-managed Assets ($) | $183,508,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 205 |
| 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 | $1,190,000 | 184 |
| Number of Managed Accounts | $1,012,000 | 163 |
| Number of Non-Managed Accounts | $178,000 | 159 |
| Total fiduciary and related assets | $714,238,000 | 225 |
| Managed Assets ($) | $532,023,000 | 225 |
| Non-managed Assets ($) | $182,215,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 219 |
| 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 | $1,174,000 | 191 |
| Number of Managed Accounts | $990,000 | 165 |
| Number of Non-Managed Accounts | $184,000 | 205 |
| Total fiduciary and related assets | $701,518,000 | 224 |
| Managed Assets ($) | $521,385,000 | 228 |
| Non-managed Assets ($) | $180,133,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,680,000 | 206 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,163,000 | 186 |
| Number of Managed Accounts | $976,000 | 169 |
| Number of Non-Managed Accounts | $187,000 | 151 |
| Total fiduciary and related assets | $677,142,000 | 232 |
| Managed Assets ($) | $507,421,000 | 227 |
| Non-managed Assets ($) | $169,721,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,420,000 | 206 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,156,000 | 183 |
| Number of Managed Accounts | $969,000 | 170 |
| Number of Non-Managed Accounts | $187,000 | 151 |
| Total fiduciary and related assets | $675,044,000 | 231 |
| Managed Assets ($) | $510,381,000 | 228 |
| Non-managed Assets ($) | $164,663,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,397,000 | 202 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 186 |
| Number of Managed Accounts | $960,000 | 173 |
| Number of Non-Managed Accounts | $189,000 | 156 |
| Total fiduciary and related assets | $676,924,000 | 227 |
| Managed Assets ($) | $505,223,000 | 223 |
| Non-managed Assets ($) | $171,701,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 203 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,132,000 | 198 |
| Number of Managed Accounts | $940,000 | 177 |
| Number of Non-Managed Accounts | $192,000 | 208 |
| Total fiduciary and related assets | $667,630,000 | 226 |
| Managed Assets ($) | $497,596,000 | 219 |
| Non-managed Assets ($) | $170,034,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,662,000 | 195 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,142,000 | 182 |
| Number of Managed Accounts | $946,000 | 167 |
| Number of Non-Managed Accounts | $196,000 | 156 |
| Total fiduciary and related assets | $643,568,000 | 223 |
| Managed Assets ($) | $479,278,000 | 221 |
| Non-managed Assets ($) | $164,290,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,469,000 | 193 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,126,000 | 185 |
| Number of Managed Accounts | $921,000 | 168 |
| Number of Non-Managed Accounts | $205,000 | 153 |
| Total fiduciary and related assets | $635,482,000 | 219 |
| Managed Assets ($) | $464,961,000 | 220 |
| Non-managed Assets ($) | $170,521,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,426,000 | 185 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,126,000 | 188 |
| Number of Managed Accounts | $914,000 | 169 |
| Number of Non-Managed Accounts | $212,000 | 155 |
| Total fiduciary and related assets | $632,154,000 | 221 |
| Managed Assets ($) | $461,137,000 | 218 |
| Non-managed Assets ($) | $171,017,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,104,000 | 195 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,089,000 | 195 |
| Number of Managed Accounts | $876,000 | 175 |
| Number of Non-Managed Accounts | $213,000 | 200 |
| Total fiduciary and related assets | $613,845,000 | 221 |
| Managed Assets ($) | $446,303,000 | 216 |
| Non-managed Assets ($) | $167,542,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,025,000 | 171 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,084,000 | 184 |
| Number of Managed Accounts | $870,000 | 173 |
| Number of Non-Managed Accounts | $214,000 | 144 |
| Total fiduciary and related assets | $602,446,000 | 223 |
| Managed Assets ($) | $431,900,000 | 220 |
| Non-managed Assets ($) | $170,546,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,583,000 | 174 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,091,000 | 184 |
| Number of Managed Accounts | $874,000 | 165 |
| Number of Non-Managed Accounts | $217,000 | 146 |
| Total fiduciary and related assets | $592,772,000 | 218 |
| Managed Assets ($) | $420,230,000 | 216 |
| Non-managed Assets ($) | $172,542,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,701,000 | 161 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 185 |
| Number of Managed Accounts | $876,000 | 166 |
| Number of Non-Managed Accounts | $219,000 | 142 |
| Total fiduciary and related assets | $608,598,000 | 208 |
| Managed Assets ($) | $433,164,000 | 215 |
| Non-managed Assets ($) | $175,434,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,368,000 | 162 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,095,000 | 197 |
| Number of Managed Accounts | $876,000 | 167 |
| Number of Non-Managed Accounts | $219,000 | 191 |
| Total fiduciary and related assets | $587,522,000 | 207 |
| Managed Assets ($) | $419,199,000 | 217 |
| Non-managed Assets ($) | $168,323,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,474,000 | 148 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,101,000 | 184 |
| Number of Managed Accounts | $880,000 | 164 |
| Number of Non-Managed Accounts | $221,000 | 144 |
| Total fiduciary and related assets | $582,549,000 | 208 |
| Managed Assets ($) | $416,320,000 | 207 |
| Non-managed Assets ($) | $166,229,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,189,000 | 158 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,097,000 | 185 |
| Number of Managed Accounts | $877,000 | 162 |
| Number of Non-Managed Accounts | $220,000 | 149 |
| Total fiduciary and related assets | $621,651,000 | 206 |
| Managed Assets ($) | $444,954,000 | 203 |
| Non-managed Assets ($) | $176,697,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,328,000 | 151 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,135,000 | 180 |
| Number of Managed Accounts | $873,000 | 159 |
| Number of Non-Managed Accounts | $262,000 | 136 |
| Total fiduciary and related assets | $637,409,000 | 205 |
| Managed Assets ($) | $440,223,000 | 203 |
| Non-managed Assets ($) | $197,186,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000 | 170 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,130,000 | 193 |
| Number of Managed Accounts | $850,000 | 175 |
| Number of Non-Managed Accounts | $280,000 | 171 |
| Total fiduciary and related assets | $632,466,000 | 207 |
| Managed Assets ($) | $436,833,000 | 197 |
| Non-managed Assets ($) | $195,633,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,158,000 | 156 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,118,000 | 181 |
| Number of Managed Accounts | $839,000 | 168 |
| Number of Non-Managed Accounts | $279,000 | 134 |
| Total fiduciary and related assets | $618,776,000 | 201 |
| Managed Assets ($) | $431,294,000 | 191 |
| Non-managed Assets ($) | $187,482,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,996,000 | 159 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,123,000 | 180 |
| Number of Managed Accounts | $843,000 | 167 |
| Number of Non-Managed Accounts | $280,000 | 133 |
| Total fiduciary and related assets | $601,903,000 | 200 |
| Managed Assets ($) | $423,447,000 | 190 |
| Non-managed Assets ($) | $178,456,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,064,000 | 159 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,134,000 | 175 |
| Number of Managed Accounts | $844,000 | 167 |
| Number of Non-Managed Accounts | $290,000 | 136 |
| Total fiduciary and related assets | $619,749,000 | 204 |
| Managed Assets ($) | $437,602,000 | 192 |
| Non-managed Assets ($) | $182,147,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 174 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,124,000 | 192 |
| Number of Managed Accounts | $826,000 | 180 |
| Number of Non-Managed Accounts | $298,000 | 179 |
| Total fiduciary and related assets | $609,692,000 | 206 |
| Managed Assets ($) | $430,498,000 | 197 |
| Non-managed Assets ($) | $179,194,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,085,000 | 160 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,074,000 | 196 |
| Number of Managed Accounts | $844,000 | 171 |
| Number of Non-Managed Accounts | $230,000 | 150 |
| Total fiduciary and related assets | $578,556,000 | 212 |
| Managed Assets ($) | $429,188,000 | 198 |
| Non-managed Assets ($) | $149,368,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,911,000 | 161 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,081,000 | 194 |
| Number of Managed Accounts | $848,000 | 174 |
| Number of Non-Managed Accounts | $233,000 | 154 |
| Total fiduciary and related assets | $545,494,000 | 217 |
| Managed Assets ($) | $401,602,000 | 203 |
| Non-managed Assets ($) | $143,892,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,107,000 | 156 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,070,000 | 197 |
| Number of Managed Accounts | $836,000 | 177 |
| Number of Non-Managed Accounts | $234,000 | 152 |
| Total fiduciary and related assets | $520,019,000 | 214 |
| Managed Assets ($) | $380,935,000 | 204 |
| Non-managed Assets ($) | $139,084,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,048,000 | 155 |
| 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 | $1,075,000 | 218 |
| Number of Managed Accounts | $843,000 | 183 |
| Number of Non-Managed Accounts | $232,000 | 209 |
| Total fiduciary and related assets | $539,710,000 | 216 |
| Managed Assets ($) | $399,475,000 | 203 |
| Non-managed Assets ($) | $140,235,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,285,000 | 170 |
| 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 | $1,080,000 | 200 |
| Number of Managed Accounts | $848,000 | 175 |
| Number of Non-Managed Accounts | $232,000 | 156 |
| Total fiduciary and related assets | $585,968,000 | 214 |
| Managed Assets ($) | $435,540,000 | 204 |
| Non-managed Assets ($) | $150,428,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,263,000 | 173 |
| 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 | $1,081,000 | 202 |
| Number of Managed Accounts | $849,000 | 179 |
| Number of Non-Managed Accounts | $232,000 | 162 |
| Total fiduciary and related assets | $615,992,000 | 220 |
| Managed Assets ($) | $459,984,000 | 209 |
| Non-managed Assets ($) | $156,008,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,355,000 | 167 |
| 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 | $1,073,000 | 204 |
| Number of Managed Accounts | $840,000 | 182 |
| Number of Non-Managed Accounts | $233,000 | 162 |
| Total fiduciary and related assets | $624,788,000 | 226 |
| Managed Assets ($) | $468,069,000 | 208 |
| Non-managed Assets ($) | $156,719,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,138,000 | 170 |
| 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 | $1,072,000 | 211 |
| Number of Managed Accounts | $896,000 | 177 |
| Number of Non-Managed Accounts | $176,000 | 254 |
| Total fiduciary and related assets | $642,723,000 | 226 |
| Managed Assets ($) | $501,588,000 | 197 |
| Non-managed Assets ($) | $141,135,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,179,000 | 173 |
| 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 | $1,075,000 | 192 |
| Number of Managed Accounts | $900,000 | 168 |
| Number of Non-Managed Accounts | $175,000 | 171 |
| Total fiduciary and related assets | $626,627,000 | 226 |
| Managed Assets ($) | $497,724,000 | 200 |
| Non-managed Assets ($) | $128,903,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,072,000 | 175 |
| 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 | $1,075,000 | 194 |
| Number of Managed Accounts | $910,000 | 167 |
| Number of Non-Managed Accounts | $165,000 | 184 |
| Total fiduciary and related assets | $619,934,000 | 234 |
| Managed Assets ($) | $509,239,000 | 200 |
| Non-managed Assets ($) | $110,695,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,183,000 | 179 |
| 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 | $1,083,000 | 189 |
| Number of Managed Accounts | $917,000 | 162 |
| Number of Non-Managed Accounts | $166,000 | 185 |
| Total fiduciary and related assets | $611,121,000 | 234 |
| Managed Assets ($) | $502,195,000 | 200 |
| Non-managed Assets ($) | $108,926,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $923,000 | 192 |
| 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 | $1,097,000 | 204 |
| Number of Managed Accounts | $939,000 | 164 |
| Number of Non-Managed Accounts | $158,000 | 274 |
| Total fiduciary and related assets | $604,234,000 | 234 |
| Managed Assets ($) | $504,589,000 | 198 |
| Non-managed Assets ($) | $99,645,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,252,000 | 174 |
| 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 | $1,101,000 | 192 |
| Number of Managed Accounts | $869,000 | 178 |
| Number of Non-Managed Accounts | $232,000 | 163 |
| Total fiduciary and related assets | $594,927,000 | 233 |
| Managed Assets ($) | $453,735,000 | 213 |
| Non-managed Assets ($) | $141,192,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,152,000 | 180 |
| 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 | $1,096,000 | 194 |
| Number of Managed Accounts | $862,000 | 186 |
| Number of Non-Managed Accounts | $234,000 | 172 |
| Total fiduciary and related assets | $575,935,000 | 244 |
| Managed Assets ($) | $436,077,000 | 223 |
| Non-managed Assets ($) | $139,858,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,266,000 | 175 |
| 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 | $1,104,000 | 191 |
| Number of Managed Accounts | $872,000 | 182 |
| Number of Non-Managed Accounts | $232,000 | 172 |
| Total fiduciary and related assets | $572,758,000 | 245 |
| Managed Assets ($) | $441,176,000 | 218 |
| Non-managed Assets ($) | $131,582,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 201 |
| 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 | $1,112,000 | 200 |
| Number of Managed Accounts | $877,000 | 185 |
| Number of Non-Managed Accounts | $235,000 | 224 |
| Total fiduciary and related assets | $561,069,000 | 242 |
| Managed Assets ($) | $433,974,000 | 215 |
| Non-managed Assets ($) | $127,095,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,953,000 | 183 |
| 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 | $1,116,000 | 181 |
| Number of Managed Accounts | $885,000 | 174 |
| Number of Non-Managed Accounts | $231,000 | 166 |
| Total fiduciary and related assets | $590,300,000 | 236 |
| Managed Assets ($) | $461,091,000 | 204 |
| Non-managed Assets ($) | $129,209,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,860,000 | 185 |
| 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 | $1,116,000 | 184 |
| Number of Managed Accounts | $875,000 | 176 |
| Number of Non-Managed Accounts | $241,000 | 164 |
| Total fiduciary and related assets | $569,794,000 | 235 |
| Managed Assets ($) | $442,305,000 | 209 |
| Non-managed Assets ($) | $127,489,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 177 |
| 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 | $1,094,000 | 188 |
| Number of Managed Accounts | $866,000 | 177 |
| Number of Non-Managed Accounts | $228,000 | 172 |
| Total fiduciary and related assets | $561,596,000 | 240 |
| Managed Assets ($) | $431,702,000 | 214 |
| Non-managed Assets ($) | $129,894,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $791,000 | 200 |
| 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 | $1,078,000 | 201 |
| Number of Managed Accounts | $859,000 | 183 |
| Number of Non-Managed Accounts | $219,000 | 245 |
| Total fiduciary and related assets | $558,193,000 | 241 |
| Managed Assets ($) | $430,818,000 | 212 |
| Non-managed Assets ($) | $127,375,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,915,000 | 178 |
| 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 | $1,097,000 | 188 |
| Number of Managed Accounts | $875,000 | 178 |
| Number of Non-Managed Accounts | $222,000 | 178 |
| Total fiduciary and related assets | $536,705,000 | 240 |
| Managed Assets ($) | $424,401,000 | 205 |
| Non-managed Assets ($) | $112,304,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,901,000 | 175 |
| 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 | $1,087,000 | 193 |
| Number of Managed Accounts | $859,000 | 179 |
| Number of Non-Managed Accounts | $228,000 | 181 |
| Total fiduciary and related assets | $536,459,000 | 242 |
| Managed Assets ($) | $422,957,000 | 207 |
| Non-managed Assets ($) | $113,502,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,089,000 | 173 |
| 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 | $1,098,000 | 191 |
| Number of Managed Accounts | $872,000 | 175 |
| Number of Non-Managed Accounts | $226,000 | 183 |
| Total fiduciary and related assets | $543,826,000 | 242 |
| Managed Assets ($) | $428,158,000 | 209 |
| Non-managed Assets ($) | $115,668,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 201 |
| 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 | $1,104,000 | 214 |
| Number of Managed Accounts | $852,000 | 191 |
| Number of Non-Managed Accounts | $252,000 | 236 |
| Total fiduciary and related assets | $539,830,000 | 251 |
| Managed Assets ($) | $413,932,000 | 215 |
| Non-managed Assets ($) | $125,898,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,519,000 | 186 |
| 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 | $1,105,000 | 203 |
| Number of Managed Accounts | $847,000 | 187 |
| Number of Non-Managed Accounts | $258,000 | 180 |
| Total fiduciary and related assets | $485,401,000 | 262 |
| Managed Assets ($) | $385,946,000 | 227 |
| Non-managed Assets ($) | $99,455,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,514,000 | 199 |
| 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 | $1,080,000 | 206 |
| Number of Managed Accounts | $815,000 | 190 |
| Number of Non-Managed Accounts | $265,000 | 181 |
| Total fiduciary and related assets | $448,718,000 | 271 |
| Managed Assets ($) | $347,941,000 | 239 |
| Non-managed Assets ($) | $100,777,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,752,000 | 201 |
| 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 | $1,083,000 | 210 |
| Number of Managed Accounts | $829,000 | 194 |
| Number of Non-Managed Accounts | $254,000 | 192 |
| Total fiduciary and related assets | $430,825,000 | 278 |
| Managed Assets ($) | $337,099,000 | 242 |
| Non-managed Assets ($) | $93,726,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 216 |
| 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 | $1,082,000 | 231 |
| Number of Managed Accounts | $833,000 | 205 |
| Number of Non-Managed Accounts | $249,000 | 256 |
| Total fiduciary and related assets | $428,792,000 | 282 |
| Managed Assets ($) | $338,944,000 | 242 |
| Non-managed Assets ($) | $89,848,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,589,000 | 205 |
| 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 | $1,128,000 | 205 |
| Number of Managed Accounts | $970,000 | 169 |
| Number of Non-Managed Accounts | $158,000 | 323 |
| Total fiduciary and related assets | $446,924,000 | 268 |
| Managed Assets ($) | $408,257,000 | 216 |
| Non-managed Assets ($) | $38,667,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,736,000 | 203 |
| 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 | $3,767,000 | 198 |
| 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 | $3,264,000 | 250 |
| 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 | $2,935,000 | 256 |
| 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 | $2,657,000 | 284 |
| 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 | $2,517,000 | 316 |
| 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 | $2,155,000 | 364 |
| 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 | $2,045,000 | 362 |
| 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 | $1,974,000 | 380 |
| 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 | $1,768,000 | 415 |