Home > Amegy Bank > Fiduciary and Related Services
Amegy Bank, Fiduciary and Related Services
| 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 | $1,580,000 | 147 |
| Number of Managed Accounts | $966,000 | 171 |
| Number of Non-Managed Accounts | $614,000 | 79 |
| Total fiduciary and related assets | $3,610,059,000 | 88 |
| Managed Assets ($) | $835,976,000 | 156 |
| Non-managed Assets ($) | $2,774,083,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,991,000 | 189 |
| 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 | $1,548,000 | 150 |
| Number of Managed Accounts | $993,000 | 170 |
| Number of Non-Managed Accounts | $555,000 | 84 |
| Total fiduciary and related assets | $2,473,863,000 | 110 |
| Managed Assets ($) | $935,460,000 | 154 |
| Non-managed Assets ($) | $1,538,403,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,613,000 | 194 |
| 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 | $1,375,000 | 165 |
| Number of Managed Accounts | $862,000 | 189 |
| Number of Non-Managed Accounts | $513,000 | 93 |
| Total fiduciary and related assets | $2,268,691,000 | 114 |
| Managed Assets ($) | $1,025,168,000 | 143 |
| Non-managed Assets ($) | $1,243,523,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 203 |
| 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 | $1,262,000 | 182 |
| Number of Managed Accounts | $761,000 | 213 |
| Number of Non-Managed Accounts | $501,000 | 106 |
| Total fiduciary and related assets | $1,939,930,000 | 126 |
| Managed Assets ($) | $1,012,044,000 | 141 |
| Non-managed Assets ($) | $927,886,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,075,000 | 196 |
| 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 | $1,206,000 | 179 |
| Number of Managed Accounts | $746,000 | 213 |
| Number of Non-Managed Accounts | $460,000 | 97 |
| Total fiduciary and related assets | $1,716,766,000 | 131 |
| Managed Assets ($) | $1,006,110,000 | 134 |
| Non-managed Assets ($) | $710,656,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,652,000 | 200 |
| 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 | $1,129,000 | 186 |
| Number of Managed Accounts | $737,000 | 214 |
| Number of Non-Managed Accounts | $392,000 | 105 |
| Total fiduciary and related assets | $1,590,652,000 | 136 |
| Managed Assets ($) | $999,120,000 | 135 |
| Non-managed Assets ($) | $591,532,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,363,000 | 203 |
| 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 | $1,111,000 | 194 |
| Number of Managed Accounts | $733,000 | 213 |
| Number of Non-Managed Accounts | $378,000 | 111 |
| Total fiduciary and related assets | $1,503,893,000 | 138 |
| Managed Assets ($) | $993,411,000 | 131 |
| Non-managed Assets ($) | $510,482,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 205 |
| 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 | $1,103,000 | 204 |
| Number of Managed Accounts | $722,000 | 218 |
| Number of Non-Managed Accounts | $381,000 | 125 |
| Total fiduciary and related assets | $1,581,337,000 | 135 |
| Managed Assets ($) | $954,543,000 | 136 |
| Non-managed Assets ($) | $626,794,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,294,000 | 201 |
| 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 | $1,095,000 | 190 |
| Number of Managed Accounts | $717,000 | 208 |
| Number of Non-Managed Accounts | $378,000 | 107 |
| Total fiduciary and related assets | $1,590,654,000 | 130 |
| Managed Assets ($) | $894,711,000 | 138 |
| Non-managed Assets ($) | $695,943,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 200 |
| 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 | $1,099,000 | 187 |
| Number of Managed Accounts | $695,000 | 209 |
| Number of Non-Managed Accounts | $404,000 | 105 |
| Total fiduciary and related assets | $1,510,708,000 | 131 |
| Managed Assets ($) | $856,096,000 | 138 |
| Non-managed Assets ($) | $654,612,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,089,000 | 204 |
| 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 | $1,049,000 | 199 |
| Number of Managed Accounts | $675,000 | 219 |
| Number of Non-Managed Accounts | $374,000 | 110 |
| Total fiduciary and related assets | $1,558,433,000 | 133 |
| Managed Assets ($) | $835,296,000 | 140 |
| Non-managed Assets ($) | $723,137,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,057,000 | 199 |
| 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 | $986,000 | 212 |
| Number of Managed Accounts | $632,000 | 237 |
| Number of Non-Managed Accounts | $354,000 | 139 |
| Total fiduciary and related assets | $1,523,904,000 | 134 |
| Managed Assets ($) | $815,724,000 | 141 |
| Non-managed Assets ($) | $708,180,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,781,000 | 207 |
| 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 | $947,000 | 209 |
| Number of Managed Accounts | $611,000 | 229 |
| Number of Non-Managed Accounts | $336,000 | 117 |
| Total fiduciary and related assets | $879,173,000 | 173 |
| Managed Assets ($) | $782,819,000 | 143 |
| Non-managed Assets ($) | $96,354,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,786,000 | 205 |
| 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 | $950,000 | 207 |
| Number of Managed Accounts | $628,000 | 217 |
| Number of Non-Managed Accounts | $322,000 | 121 |
| Total fiduciary and related assets | $1,518,162,000 | 129 |
| Managed Assets ($) | $745,934,000 | 142 |
| Non-managed Assets ($) | $772,228,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 205 |
| 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 | $896,000 | 218 |
| Number of Managed Accounts | $586,000 | 230 |
| Number of Non-Managed Accounts | $310,000 | 123 |
| Total fiduciary and related assets | $1,526,564,000 | 129 |
| Managed Assets ($) | $756,524,000 | 143 |
| Non-managed Assets ($) | $770,040,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $939,000 | 206 |
| 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 | $851,000 | 240 |
| Number of Managed Accounts | $581,000 | 249 |
| Number of Non-Managed Accounts | $270,000 | 168 |
| Total fiduciary and related assets | $1,106,972,000 | 143 |
| Managed Assets ($) | $708,741,000 | 146 |
| Non-managed Assets ($) | $398,231,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,405,000 | 185 |
| 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 | $872,000 | 222 |
| Number of Managed Accounts | $593,000 | 230 |
| Number of Non-Managed Accounts | $279,000 | 129 |
| Total fiduciary and related assets | $1,120,472,000 | 143 |
| Managed Assets ($) | $666,841,000 | 148 |
| Non-managed Assets ($) | $453,631,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,550,000 | 183 |
| 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 | $862,000 | 224 |
| Number of Managed Accounts | $593,000 | 229 |
| Number of Non-Managed Accounts | $269,000 | 131 |
| Total fiduciary and related assets | $979,629,000 | 156 |
| Managed Assets ($) | $698,006,000 | 150 |
| Non-managed Assets ($) | $281,623,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,722,000 | 189 |
| 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 | $877,000 | 224 |
| Number of Managed Accounts | $598,000 | 226 |
| Number of Non-Managed Accounts | $279,000 | 131 |
| Total fiduciary and related assets | $977,601,000 | 157 |
| Managed Assets ($) | $652,105,000 | 156 |
| Non-managed Assets ($) | $325,496,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $861,000 | 189 |
| 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 | $846,000 | 250 |
| Number of Managed Accounts | $575,000 | 250 |
| Number of Non-Managed Accounts | $271,000 | 177 |
| Total fiduciary and related assets | $989,745,000 | 156 |
| Managed Assets ($) | $655,728,000 | 154 |
| Non-managed Assets ($) | $334,017,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,296,000 | 189 |
| 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 | $817,000 | 236 |
| Number of Managed Accounts | $552,000 | 233 |
| Number of Non-Managed Accounts | $265,000 | 140 |
| Total fiduciary and related assets | $909,648,000 | 159 |
| Managed Assets ($) | $603,838,000 | 160 |
| Non-managed Assets ($) | $305,810,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,462,000 | 187 |
| 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 | $801,000 | 240 |
| Number of Managed Accounts | $525,000 | 239 |
| Number of Non-Managed Accounts | $276,000 | 137 |
| Total fiduciary and related assets | $959,722,000 | 151 |
| Managed Assets ($) | $563,028,000 | 159 |
| Non-managed Assets ($) | $396,694,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,691,000 | 184 |
| 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 | $849,000 | 230 |
| Number of Managed Accounts | $552,000 | 232 |
| Number of Non-Managed Accounts | $297,000 | 133 |
| Total fiduciary and related assets | $915,574,000 | 156 |
| Managed Assets ($) | $579,799,000 | 163 |
| Non-managed Assets ($) | $335,775,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $830,000 | 188 |
| 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 | $908,000 | 235 |
| Number of Managed Accounts | $579,000 | 249 |
| Number of Non-Managed Accounts | $329,000 | 164 |
| Total fiduciary and related assets | $976,661,000 | 152 |
| Managed Assets ($) | $608,450,000 | 159 |
| Non-managed Assets ($) | $368,211,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,356,000 | 183 |
| 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 | $928,000 | 219 |
| Number of Managed Accounts | $620,000 | 226 |
| Number of Non-Managed Accounts | $308,000 | 128 |
| Total fiduciary and related assets | $936,423,000 | 158 |
| Managed Assets ($) | $673,167,000 | 149 |
| Non-managed Assets ($) | $263,256,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 182 |
| 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 | $1,586,000 | 132 |
| Number of Managed Accounts | $1,282,000 | 124 |
| Number of Non-Managed Accounts | $304,000 | 132 |
| Total fiduciary and related assets | $959,874,000 | 159 |
| Managed Assets ($) | $605,641,000 | 155 |
| Non-managed Assets ($) | $354,233,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,685,000 | 182 |
| 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 | $1,553,000 | 133 |
| Number of Managed Accounts | $1,235,000 | 127 |
| Number of Non-Managed Accounts | $318,000 | 130 |
| Total fiduciary and related assets | $974,625,000 | 152 |
| Managed Assets ($) | $505,450,000 | 164 |
| Non-managed Assets ($) | $469,175,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $848,000 | 180 |
| 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 | $2,203,000 | 111 |
| Number of Managed Accounts | $2,057,000 | 85 |
| Number of Non-Managed Accounts | $146,000 | 275 |
| Total fiduciary and related assets | $827,842,000 | 174 |
| Managed Assets ($) | $540,011,000 | 163 |
| Non-managed Assets ($) | $287,831,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,783,000 | 183 |
| 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 | $1,366,000 | 151 |
| Number of Managed Accounts | $1,260,000 | 122 |
| Number of Non-Managed Accounts | $106,000 | 217 |
| Total fiduciary and related assets | $1,150,616,000 | 150 |
| Managed Assets ($) | $689,925,000 | 151 |
| Non-managed Assets ($) | $460,691,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,981,000 | 183 |
| 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 | $1,047,000 | 206 |
| Number of Managed Accounts | $950,000 | 166 |
| Number of Non-Managed Accounts | $97,000 | 230 |
| Total fiduciary and related assets | $1,221,914,000 | 150 |
| Managed Assets ($) | $735,592,000 | 153 |
| Non-managed Assets ($) | $486,322,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,116,000 | 181 |
| 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 | $935,000 | 230 |
| Number of Managed Accounts | $848,000 | 180 |
| Number of Non-Managed Accounts | $87,000 | 238 |
| Total fiduciary and related assets | $1,155,613,000 | 168 |
| Managed Assets ($) | $659,072,000 | 166 |
| Non-managed Assets ($) | $496,541,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,061,000 | 178 |
| 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 | $1,012,000 | 221 |
| Number of Managed Accounts | $800,000 | 196 |
| Number of Non-Managed Accounts | $212,000 | 227 |
| Total fiduciary and related assets | $1,369,093,000 | 150 |
| Managed Assets ($) | $678,463,000 | 163 |
| Non-managed Assets ($) | $690,630,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,011,000 | 182 |
| 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 | $739,000 | 255 |
| Number of Managed Accounts | $729,000 | 200 |
| Number of Non-Managed Accounts | $10,000 | 371 |
| Total fiduciary and related assets | $1,101,515,000 | 172 |
| Managed Assets ($) | $664,829,000 | 165 |
| Non-managed Assets ($) | $436,686,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,455,000 | 206 |
| 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 | $664,000 | 273 |
| Number of Managed Accounts | $656,000 | 219 |
| Number of Non-Managed Accounts | $8,000 | 383 |
| Total fiduciary and related assets | $1,076,136,000 | 180 |
| Managed Assets ($) | $642,963,000 | 176 |
| Non-managed Assets ($) | $433,173,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 201 |
| 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 | $577,000 | 294 |
| Number of Managed Accounts | $564,000 | 237 |
| Number of Non-Managed Accounts | $13,000 | 368 |
| Total fiduciary and related assets | $1,059,840,000 | 175 |
| Managed Assets ($) | $611,709,000 | 176 |
| Non-managed Assets ($) | $448,131,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 204 |
| 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 | $584,000 | 338 |
| Number of Managed Accounts | $535,000 | 262 |
| Number of Non-Managed Accounts | $49,000 | 560 |
| Total fiduciary and related assets | $1,029,162,000 | 178 |
| Managed Assets ($) | $586,945,000 | 182 |
| Non-managed Assets ($) | $442,217,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,920,000 | 206 |
| 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 | $526,000 | 305 |
| Number of Managed Accounts | $514,000 | 251 |
| Number of Non-Managed Accounts | $12,000 | 358 |
| Total fiduciary and related assets | $944,372,000 | 190 |
| Managed Assets ($) | $505,225,000 | 197 |
| Non-managed Assets ($) | $439,147,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,140,000 | 220 |
| 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 | $530,000 | 312 |
| Number of Managed Accounts | $517,000 | 258 |
| Number of Non-Managed Accounts | $13,000 | 364 |
| Total fiduciary and related assets | $905,774,000 | 200 |
| Managed Assets ($) | $486,434,000 | 202 |
| Non-managed Assets ($) | $419,340,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,437,000 | 224 |
| 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 | $500,000 | 315 |
| Number of Managed Accounts | $480,000 | 269 |
| Number of Non-Managed Accounts | $20,000 | 345 |
| Total fiduciary and related assets | $871,744,000 | 203 |
| Managed Assets ($) | $448,072,000 | 217 |
| Non-managed Assets ($) | $423,672,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $701,000 | 227 |
| 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 | $490,000 | 381 |
| Number of Managed Accounts | $471,000 | 302 |
| Number of Non-Managed Accounts | $19,000 | 835 |
| Total fiduciary and related assets | $908,106,000 | 199 |
| Managed Assets ($) | $483,627,000 | 201 |
| Non-managed Assets ($) | $424,479,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,342,000 | 243 |
| 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 | $491,000 | 312 |
| Number of Managed Accounts | $474,000 | 269 |
| Number of Non-Managed Accounts | $17,000 | 350 |
| Total fiduciary and related assets | $854,866,000 | 203 |
| Managed Assets ($) | $434,806,000 | 212 |
| Non-managed Assets ($) | $420,060,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 246 |
| 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 | $470,000 | 323 |
| Number of Managed Accounts | $453,000 | 276 |
| Number of Non-Managed Accounts | $17,000 | 373 |
| Total fiduciary and related assets | $816,681,000 | 205 |
| Managed Assets ($) | $385,243,000 | 228 |
| Non-managed Assets ($) | $431,438,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 248 |
| 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 | $454,000 | 330 |
| Number of Managed Accounts | $436,000 | 286 |
| Number of Non-Managed Accounts | $18,000 | 370 |
| Total fiduciary and related assets | $787,459,000 | 215 |
| Managed Assets ($) | $371,310,000 | 232 |
| Non-managed Assets ($) | $416,149,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $546,000 | 254 |
| 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 | $442,000 | 417 |
| Number of Managed Accounts | $375,000 | 343 |
| Number of Non-Managed Accounts | $67,000 | 510 |
| Total fiduciary and related assets | $761,997,000 | 216 |
| Managed Assets ($) | $343,888,000 | 235 |
| Non-managed Assets ($) | $418,109,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,004,000 | 260 |
| 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 | $448,000 | 327 |
| Number of Managed Accounts | $383,000 | 287 |
| Number of Non-Managed Accounts | $65,000 | 285 |
| Total fiduciary and related assets | $746,015,000 | 208 |
| Managed Assets ($) | $324,135,000 | 234 |
| Non-managed Assets ($) | $421,880,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,396,000 | 271 |
| 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 | $362,000 | 351 |
| Number of Managed Accounts | $343,000 | 300 |
| Number of Non-Managed Accounts | $19,000 | 368 |
| Total fiduciary and related assets | $715,382,000 | 215 |
| Managed Assets ($) | $310,236,000 | 241 |
| Non-managed Assets ($) | $405,146,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 285 |
| 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 | $350,000 | 357 |
| Number of Managed Accounts | $337,000 | 307 |
| Number of Non-Managed Accounts | $13,000 | 385 |
| Total fiduciary and related assets | $392,398,000 | 280 |
| Managed Assets ($) | $290,618,000 | 252 |
| Non-managed Assets ($) | $101,780,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 283 |
| 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 | $254,000 | 606 |
| Number of Managed Accounts | $239,000 | 478 |
| Number of Non-Managed Accounts | $15,000 | 912 |
| Total fiduciary and related assets | $347,927,000 | 309 |
| Managed Assets ($) | $250,720,000 | 285 |
| Non-managed Assets ($) | $97,207,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 324 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 336 |
| 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 | $553,000 | 375 |
| 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 | $251,000 | 400 |
| 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 | $124,000 | 875 |
| Number of Managed Accounts | $113,000 | 737 |
| Number of Non-Managed Accounts | $11,000 | 999 |
| Total fiduciary and related assets | $157,053,000 | 453 |
| Managed Assets ($) | $83,178,000 | 513 |
| Non-managed Assets ($) | $73,875,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $866,000 | 434 |
| 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 | $93,000 | 937 |
| Number of Managed Accounts | $92,000 | 770 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $101,955,000 | 542 |
| Managed Assets ($) | $101,914,000 | 448 |
| Non-managed Assets ($) | $41,000 | 1,330 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 459 |
| 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 | $726,000 | 492 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |