Home > Community Bank & Trust, Waco, Texas > Fiduciary and Related Services
Community Bank & Trust, Waco, Texas, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,586,000 | 168 |
| Number of Managed Accounts | $1,216,000 | 168 |
| Number of Non-Managed Accounts | $370,000 | 110 |
| Total fiduciary and related assets | $1,186,300,000 | 227 |
| Managed Assets ($) | $1,071,937,000 | 200 |
| Non-managed Assets ($) | $114,363,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,813,000 | 263 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,560,000 | 163 |
| Number of Managed Accounts | $1,197,000 | 166 |
| Number of Non-Managed Accounts | $363,000 | 100 |
| Total fiduciary and related assets | $1,171,330,000 | 224 |
| Managed Assets ($) | $1,064,822,000 | 195 |
| Non-managed Assets ($) | $106,508,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,615,000 | 263 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,571,000 | 166 |
| Number of Managed Accounts | $1,213,000 | 162 |
| Number of Non-Managed Accounts | $358,000 | 104 |
| Total fiduciary and related assets | $1,184,816,000 | 218 |
| Managed Assets ($) | $1,071,277,000 | 194 |
| Non-managed Assets ($) | $113,539,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,384,000 | 260 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,555,000 | 172 |
| Number of Managed Accounts | $1,207,000 | 166 |
| Number of Non-Managed Accounts | $348,000 | 109 |
| Total fiduciary and related assets | $1,154,899,000 | 230 |
| Managed Assets ($) | $1,044,007,000 | 203 |
| Non-managed Assets ($) | $110,892,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,172,000 | 275 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,565,000 | 175 |
| Number of Managed Accounts | $1,219,000 | 168 |
| Number of Non-Managed Accounts | $346,000 | 118 |
| Total fiduciary and related assets | $1,020,476,000 | 238 |
| Managed Assets ($) | $932,764,000 | 210 |
| Non-managed Assets ($) | $87,712,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,645,000 | 274 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,540,000 | 175 |
| Number of Managed Accounts | $1,206,000 | 169 |
| Number of Non-Managed Accounts | $334,000 | 110 |
| Total fiduciary and related assets | $907,334,000 | 248 |
| Managed Assets ($) | $825,607,000 | 220 |
| Non-managed Assets ($) | $81,727,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,522,000 | 274 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,550,000 | 156 |
| Number of Managed Accounts | $1,224,000 | 152 |
| Number of Non-Managed Accounts | $326,000 | 101 |
| Total fiduciary and related assets | $948,702,000 | 212 |
| Managed Assets ($) | $866,306,000 | 187 |
| Non-managed Assets ($) | $82,396,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,390,000 | 239 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 157 |
| Number of Managed Accounts | $1,213,000 | 153 |
| Number of Non-Managed Accounts | $315,000 | 103 |
| Total fiduciary and related assets | $1,017,296,000 | 214 |
| Managed Assets ($) | $935,870,000 | 190 |
| Non-managed Assets ($) | $81,426,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,236,000 | 238 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,500,000 | 163 |
| Number of Managed Accounts | $1,217,000 | 157 |
| Number of Non-Managed Accounts | $283,000 | 120 |
| Total fiduciary and related assets | $1,037,130,000 | 221 |
| Managed Assets ($) | $956,919,000 | 192 |
| Non-managed Assets ($) | $80,211,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,614,000 | 244 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,503,000 | 159 |
| Number of Managed Accounts | $1,222,000 | 155 |
| Number of Non-Managed Accounts | $281,000 | 109 |
| Total fiduciary and related assets | $973,395,000 | 222 |
| Managed Assets ($) | $885,782,000 | 193 |
| Non-managed Assets ($) | $87,613,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,407,000 | 245 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,485,000 | 166 |
| Number of Managed Accounts | $1,201,000 | 161 |
| Number of Non-Managed Accounts | $284,000 | 112 |
| Total fiduciary and related assets | $958,179,000 | 224 |
| Managed Assets ($) | $869,103,000 | 194 |
| Non-managed Assets ($) | $89,076,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,237,000 | 244 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,479,000 | 165 |
| Number of Managed Accounts | $1,194,000 | 160 |
| Number of Non-Managed Accounts | $285,000 | 108 |
| Total fiduciary and related assets | $922,853,000 | 223 |
| Managed Assets ($) | $837,770,000 | 194 |
| Non-managed Assets ($) | $85,083,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,118,000 | 245 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,460,000 | 168 |
| Number of Managed Accounts | $1,181,000 | 161 |
| Number of Non-Managed Accounts | $279,000 | 127 |
| Total fiduciary and related assets | $898,655,000 | 226 |
| Managed Assets ($) | $816,064,000 | 197 |
| Non-managed Assets ($) | $82,591,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,942,000 | 245 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,418,000 | 167 |
| Number of Managed Accounts | $1,154,000 | 160 |
| Number of Non-Managed Accounts | $264,000 | 115 |
| Total fiduciary and related assets | $783,381,000 | 225 |
| Managed Assets ($) | $706,457,000 | 200 |
| Non-managed Assets ($) | $76,924,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,921,000 | 244 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,406,000 | 173 |
| Number of Managed Accounts | $1,147,000 | 163 |
| Number of Non-Managed Accounts | $259,000 | 123 |
| Total fiduciary and related assets | $747,782,000 | 233 |
| Managed Assets ($) | $674,606,000 | 209 |
| Non-managed Assets ($) | $73,176,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 243 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,405,000 | 169 |
| Number of Managed Accounts | $1,149,000 | 160 |
| Number of Non-Managed Accounts | $256,000 | 119 |
| Total fiduciary and related assets | $672,511,000 | 228 |
| Managed Assets ($) | $606,271,000 | 205 |
| Non-managed Assets ($) | $66,240,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 237 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,403,000 | 176 |
| Number of Managed Accounts | $1,145,000 | 165 |
| Number of Non-Managed Accounts | $258,000 | 142 |
| Total fiduciary and related assets | $769,460,000 | 231 |
| Managed Assets ($) | $690,712,000 | 210 |
| Non-managed Assets ($) | $78,748,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,863,000 | 247 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,352,000 | 172 |
| Number of Managed Accounts | $1,086,000 | 165 |
| Number of Non-Managed Accounts | $266,000 | 116 |
| Total fiduciary and related assets | $727,480,000 | 231 |
| Managed Assets ($) | $646,245,000 | 214 |
| Non-managed Assets ($) | $81,235,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,907,000 | 248 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,340,000 | 176 |
| Number of Managed Accounts | $1,079,000 | 168 |
| Number of Non-Managed Accounts | $261,000 | 123 |
| Total fiduciary and related assets | $717,746,000 | 231 |
| Managed Assets ($) | $637,932,000 | 212 |
| Non-managed Assets ($) | $79,814,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,947,000 | 247 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 176 |
| Number of Managed Accounts | $1,074,000 | 171 |
| Number of Non-Managed Accounts | $255,000 | 122 |
| Total fiduciary and related assets | $706,176,000 | 231 |
| Managed Assets ($) | $630,141,000 | 211 |
| Non-managed Assets ($) | $76,035,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $979,000 | 239 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 184 |
| Number of Managed Accounts | $1,068,000 | 172 |
| Number of Non-Managed Accounts | $255,000 | 145 |
| Total fiduciary and related assets | $664,602,000 | 233 |
| Managed Assets ($) | $593,255,000 | 212 |
| Non-managed Assets ($) | $71,347,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,736,000 | 250 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,279,000 | 180 |
| Number of Managed Accounts | $1,045,000 | 172 |
| Number of Non-Managed Accounts | $234,000 | 131 |
| Total fiduciary and related assets | $701,539,000 | 237 |
| Managed Assets ($) | $627,755,000 | 214 |
| Non-managed Assets ($) | $73,784,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,759,000 | 254 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 184 |
| Number of Managed Accounts | $1,010,000 | 181 |
| Number of Non-Managed Accounts | $235,000 | 132 |
| Total fiduciary and related assets | $674,002,000 | 241 |
| Managed Assets ($) | $603,574,000 | 218 |
| Non-managed Assets ($) | $70,428,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,848,000 | 252 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,228,000 | 187 |
| Number of Managed Accounts | $1,000,000 | 179 |
| Number of Non-Managed Accounts | $228,000 | 134 |
| Total fiduciary and related assets | $663,634,000 | 245 |
| Managed Assets ($) | $595,666,000 | 217 |
| Non-managed Assets ($) | $67,968,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 256 |
| 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 | $1,190,000 | 198 |
| Number of Managed Accounts | $964,000 | 187 |
| Number of Non-Managed Accounts | $226,000 | 161 |
| Total fiduciary and related assets | $667,577,000 | 242 |
| Managed Assets ($) | $597,693,000 | 217 |
| Non-managed Assets ($) | $69,884,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,455,000 | 255 |
| 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 | $1,178,000 | 191 |
| Number of Managed Accounts | $950,000 | 183 |
| Number of Non-Managed Accounts | $228,000 | 131 |
| Total fiduciary and related assets | $628,624,000 | 247 |
| Managed Assets ($) | $562,486,000 | 218 |
| Non-managed Assets ($) | $66,138,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,548,000 | 258 |
| 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 | $1,147,000 | 193 |
| Number of Managed Accounts | $917,000 | 189 |
| Number of Non-Managed Accounts | $230,000 | 130 |
| Total fiduciary and related assets | $607,648,000 | 247 |
| Managed Assets ($) | $542,664,000 | 222 |
| Non-managed Assets ($) | $64,984,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,639,000 | 262 |
| 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 | $1,136,000 | 194 |
| Number of Managed Accounts | $904,000 | 193 |
| Number of Non-Managed Accounts | $232,000 | 132 |
| Total fiduciary and related assets | $591,181,000 | 252 |
| Managed Assets ($) | $524,408,000 | 228 |
| Non-managed Assets ($) | $66,773,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $837,000 | 261 |
| 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 | $1,097,000 | 199 |
| Number of Managed Accounts | $872,000 | 195 |
| Number of Non-Managed Accounts | $225,000 | 167 |
| Total fiduciary and related assets | $558,436,000 | 253 |
| Managed Assets ($) | $495,871,000 | 229 |
| Non-managed Assets ($) | $62,565,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,198,000 | 259 |
| 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 | $1,080,000 | 200 |
| Number of Managed Accounts | $854,000 | 199 |
| Number of Non-Managed Accounts | $226,000 | 136 |
| Total fiduciary and related assets | $552,542,000 | 256 |
| Managed Assets ($) | $490,274,000 | 230 |
| Non-managed Assets ($) | $62,268,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,432,000 | 257 |
| 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 | $1,065,000 | 202 |
| Number of Managed Accounts | $838,000 | 201 |
| Number of Non-Managed Accounts | $227,000 | 136 |
| Total fiduciary and related assets | $545,587,000 | 261 |
| Managed Assets ($) | $484,477,000 | 233 |
| Non-managed Assets ($) | $61,110,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 266 |
| 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 | $1,054,000 | 200 |
| Number of Managed Accounts | $830,000 | 200 |
| Number of Non-Managed Accounts | $224,000 | 139 |
| Total fiduciary and related assets | $527,029,000 | 259 |
| Managed Assets ($) | $467,828,000 | 235 |
| Non-managed Assets ($) | $59,201,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $717,000 | 274 |
| 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 | $1,051,000 | 209 |
| Number of Managed Accounts | $831,000 | 202 |
| Number of Non-Managed Accounts | $220,000 | 174 |
| Total fiduciary and related assets | $509,608,000 | 264 |
| Managed Assets ($) | $451,634,000 | 239 |
| Non-managed Assets ($) | $57,974,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,133,000 | 262 |
| 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 | $1,033,000 | 202 |
| Number of Managed Accounts | $816,000 | 201 |
| Number of Non-Managed Accounts | $217,000 | 140 |
| Total fiduciary and related assets | $494,244,000 | 264 |
| Managed Assets ($) | $438,865,000 | 239 |
| Non-managed Assets ($) | $55,379,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,206,000 | 272 |
| 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 | $1,026,000 | 205 |
| Number of Managed Accounts | $804,000 | 206 |
| Number of Non-Managed Accounts | $222,000 | 137 |
| Total fiduciary and related assets | $514,802,000 | 269 |
| Managed Assets ($) | $456,068,000 | 243 |
| Non-managed Assets ($) | $58,734,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 273 |
| 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 | $1,023,000 | 204 |
| Number of Managed Accounts | $797,000 | 204 |
| Number of Non-Managed Accounts | $226,000 | 141 |
| Total fiduciary and related assets | $520,010,000 | 269 |
| Managed Assets ($) | $461,056,000 | 242 |
| Non-managed Assets ($) | $58,954,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 283 |
| 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 | $1,024,000 | 212 |
| Number of Managed Accounts | $805,000 | 200 |
| Number of Non-Managed Accounts | $219,000 | 178 |
| Total fiduciary and related assets | $512,060,000 | 272 |
| Managed Assets ($) | $453,774,000 | 245 |
| Non-managed Assets ($) | $58,286,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,875,000 | 279 |
| 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 | $1,022,000 | 208 |
| Number of Managed Accounts | $798,000 | 198 |
| Number of Non-Managed Accounts | $224,000 | 138 |
| Total fiduciary and related assets | $503,466,000 | 269 |
| Managed Assets ($) | $446,094,000 | 246 |
| Non-managed Assets ($) | $57,372,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,087,000 | 282 |
| 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 | $1,017,000 | 209 |
| Number of Managed Accounts | $793,000 | 201 |
| Number of Non-Managed Accounts | $224,000 | 137 |
| Total fiduciary and related assets | $499,614,000 | 272 |
| Managed Assets ($) | $442,217,000 | 245 |
| Non-managed Assets ($) | $57,397,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,357,000 | 284 |
| 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 | $1,036,000 | 208 |
| Number of Managed Accounts | $804,000 | 195 |
| Number of Non-Managed Accounts | $232,000 | 141 |
| Total fiduciary and related assets | $477,989,000 | 275 |
| Managed Assets ($) | $418,966,000 | 248 |
| Non-managed Assets ($) | $59,023,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 285 |
| 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 | $1,010,000 | 219 |
| Number of Managed Accounts | $794,000 | 200 |
| Number of Non-Managed Accounts | $216,000 | 188 |
| Total fiduciary and related assets | $459,168,000 | 280 |
| Managed Assets ($) | $400,644,000 | 256 |
| Non-managed Assets ($) | $58,524,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,647,000 | 280 |
| 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 | $995,000 | 205 |
| Number of Managed Accounts | $778,000 | 195 |
| Number of Non-Managed Accounts | $217,000 | 148 |
| Total fiduciary and related assets | $435,970,000 | 279 |
| Managed Assets ($) | $376,428,000 | 255 |
| Non-managed Assets ($) | $59,542,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 277 |
| 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 | $997,000 | 205 |
| Number of Managed Accounts | $771,000 | 193 |
| Number of Non-Managed Accounts | $226,000 | 145 |
| Total fiduciary and related assets | $421,722,000 | 280 |
| Managed Assets ($) | $362,266,000 | 252 |
| Non-managed Assets ($) | $59,456,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,299,000 | 278 |
| 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 | $999,000 | 208 |
| Number of Managed Accounts | $777,000 | 193 |
| Number of Non-Managed Accounts | $222,000 | 150 |
| Total fiduciary and related assets | $416,385,000 | 282 |
| Managed Assets ($) | $358,049,000 | 251 |
| Non-managed Assets ($) | $58,336,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 281 |
| 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 | $991,000 | 211 |
| Number of Managed Accounts | $782,000 | 195 |
| Number of Non-Managed Accounts | $209,000 | 203 |
| Total fiduciary and related assets | $391,446,000 | 286 |
| Managed Assets ($) | $336,530,000 | 258 |
| Non-managed Assets ($) | $54,916,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,362,000 | 281 |
| 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 | $979,000 | 200 |
| Number of Managed Accounts | $771,000 | 192 |
| Number of Non-Managed Accounts | $208,000 | 146 |
| Total fiduciary and related assets | $397,216,000 | 283 |
| Managed Assets ($) | $341,921,000 | 249 |
| Non-managed Assets ($) | $55,295,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 281 |
| 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 | $957,000 | 205 |
| Number of Managed Accounts | $755,000 | 189 |
| Number of Non-Managed Accounts | $202,000 | 151 |
| Total fiduciary and related assets | $381,785,000 | 282 |
| Managed Assets ($) | $329,649,000 | 250 |
| Non-managed Assets ($) | $52,136,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,171,000 | 283 |
| 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 | $948,000 | 206 |
| Number of Managed Accounts | $747,000 | 191 |
| Number of Non-Managed Accounts | $201,000 | 155 |
| Total fiduciary and related assets | $383,542,000 | 279 |
| Managed Assets ($) | $330,918,000 | 250 |
| Non-managed Assets ($) | $52,624,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 295 |
| 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 | $935,000 | 220 |
| Number of Managed Accounts | $738,000 | 195 |
| Number of Non-Managed Accounts | $197,000 | 211 |
| Total fiduciary and related assets | $370,853,000 | 282 |
| Managed Assets ($) | $319,846,000 | 251 |
| Non-managed Assets ($) | $51,007,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,429,000 | 236 |
| 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 | $933,000 | 210 |
| Number of Managed Accounts | $732,000 | 192 |
| Number of Non-Managed Accounts | $201,000 | 154 |
| Total fiduciary and related assets | $345,185,000 | 281 |
| Managed Assets ($) | $295,589,000 | 256 |
| Non-managed Assets ($) | $49,596,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,900,000 | 229 |
| 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 | $915,000 | 217 |
| Number of Managed Accounts | $716,000 | 203 |
| Number of Non-Managed Accounts | $199,000 | 158 |
| Total fiduciary and related assets | $367,444,000 | 280 |
| Managed Assets ($) | $316,025,000 | 256 |
| Non-managed Assets ($) | $51,419,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,310,000 | 223 |
| 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 | $889,000 | 221 |
| Number of Managed Accounts | $690,000 | 205 |
| Number of Non-Managed Accounts | $199,000 | 158 |
| Total fiduciary and related assets | $370,445,000 | 285 |
| Managed Assets ($) | $319,476,000 | 254 |
| Non-managed Assets ($) | $50,969,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 230 |
| 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 | $895,000 | 239 |
| Number of Managed Accounts | $692,000 | 217 |
| Number of Non-Managed Accounts | $203,000 | 217 |
| Total fiduciary and related assets | $360,185,000 | 285 |
| Managed Assets ($) | $310,242,000 | 254 |
| Non-managed Assets ($) | $49,943,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,122,000 | 249 |
| 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 | $885,000 | 221 |
| Number of Managed Accounts | $685,000 | 205 |
| Number of Non-Managed Accounts | $200,000 | 158 |
| Total fiduciary and related assets | $345,887,000 | 281 |
| Managed Assets ($) | $297,059,000 | 254 |
| Non-managed Assets ($) | $48,828,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 248 |
| 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 | $881,000 | 225 |
| Number of Managed Accounts | $680,000 | 203 |
| Number of Non-Managed Accounts | $201,000 | 158 |
| Total fiduciary and related assets | $329,906,000 | 279 |
| Managed Assets ($) | $283,260,000 | 253 |
| Non-managed Assets ($) | $46,646,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,062,000 | 250 |
| 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 | $884,000 | 224 |
| Number of Managed Accounts | $682,000 | 203 |
| Number of Non-Managed Accounts | $202,000 | 158 |
| Total fiduciary and related assets | $344,997,000 | 283 |
| Managed Assets ($) | $295,936,000 | 257 |
| Non-managed Assets ($) | $49,061,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 253 |
| 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 | $899,000 | 240 |
| Number of Managed Accounts | $702,000 | 217 |
| Number of Non-Managed Accounts | $197,000 | 223 |
| Total fiduciary and related assets | $335,491,000 | 286 |
| Managed Assets ($) | $286,388,000 | 260 |
| Non-managed Assets ($) | $49,103,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,996,000 | 246 |
| 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 | $885,000 | 229 |
| Number of Managed Accounts | $693,000 | 205 |
| Number of Non-Managed Accounts | $192,000 | 161 |
| Total fiduciary and related assets | $326,893,000 | 290 |
| Managed Assets ($) | $277,884,000 | 261 |
| Non-managed Assets ($) | $49,009,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,492,000 | 246 |
| 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 | $883,000 | 232 |
| Number of Managed Accounts | $691,000 | 204 |
| Number of Non-Managed Accounts | $192,000 | 164 |
| Total fiduciary and related assets | $303,056,000 | 296 |
| Managed Assets ($) | $251,424,000 | 266 |
| Non-managed Assets ($) | $51,632,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,016,000 | 246 |
| 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 | $785,000 | 244 |
| Number of Managed Accounts | $670,000 | 208 |
| Number of Non-Managed Accounts | $115,000 | 201 |
| Total fiduciary and related assets | $243,459,000 | 321 |
| Managed Assets ($) | $231,319,000 | 274 |
| Non-managed Assets ($) | $12,140,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $468,000 | 259 |
| 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 | $786,000 | 275 |
| Number of Managed Accounts | $670,000 | 224 |
| Number of Non-Managed Accounts | $116,000 | 325 |
| Total fiduciary and related assets | $263,200,000 | 321 |
| Managed Assets ($) | $250,260,000 | 273 |
| Non-managed Assets ($) | $12,940,000 | 555 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,540,000 | 228 |
| 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 | $782,000 | 246 |
| Number of Managed Accounts | $667,000 | 209 |
| Number of Non-Managed Accounts | $115,000 | 210 |
| Total fiduciary and related assets | $292,903,000 | 311 |
| Managed Assets ($) | $277,983,000 | 260 |
| Non-managed Assets ($) | $14,920,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,864,000 | 238 |
| 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 | $775,000 | 256 |
| Number of Managed Accounts | $661,000 | 215 |
| Number of Non-Managed Accounts | $114,000 | 216 |
| Total fiduciary and related assets | $303,162,000 | 318 |
| Managed Assets ($) | $287,328,000 | 262 |
| Non-managed Assets ($) | $15,834,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 239 |
| 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 | $776,000 | 257 |
| Number of Managed Accounts | $663,000 | 214 |
| Number of Non-Managed Accounts | $113,000 | 214 |
| Total fiduciary and related assets | $307,881,000 | 323 |
| Managed Assets ($) | $292,092,000 | 269 |
| Non-managed Assets ($) | $15,789,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 234 |
| 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 | $757,000 | 278 |
| Number of Managed Accounts | $659,000 | 226 |
| Number of Non-Managed Accounts | $98,000 | 363 |
| Total fiduciary and related assets | $357,810,000 | 307 |
| Managed Assets ($) | $341,487,000 | 252 |
| Non-managed Assets ($) | $16,323,000 | 548 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,593,000 | 237 |
| 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 | $745,000 | 252 |
| Number of Managed Accounts | $654,000 | 215 |
| Number of Non-Managed Accounts | $91,000 | 226 |
| Total fiduciary and related assets | $361,858,000 | 304 |
| Managed Assets ($) | $345,208,000 | 248 |
| Non-managed Assets ($) | $16,650,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,945,000 | 237 |
| 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 | $736,000 | 258 |
| Number of Managed Accounts | $644,000 | 221 |
| Number of Non-Managed Accounts | $92,000 | 234 |
| Total fiduciary and related assets | $362,322,000 | 311 |
| Managed Assets ($) | $346,460,000 | 249 |
| Non-managed Assets ($) | $15,862,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 234 |
| 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 | $728,000 | 259 |
| Number of Managed Accounts | $646,000 | 217 |
| Number of Non-Managed Accounts | $82,000 | 244 |
| Total fiduciary and related assets | $351,919,000 | 310 |
| Managed Assets ($) | $336,441,000 | 249 |
| Non-managed Assets ($) | $15,478,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $774,000 | 218 |
| 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 | $734,000 | 285 |
| Number of Managed Accounts | $651,000 | 229 |
| Number of Non-Managed Accounts | $83,000 | 410 |
| Total fiduciary and related assets | $349,923,000 | 309 |
| Managed Assets ($) | $334,781,000 | 253 |
| Non-managed Assets ($) | $15,142,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,352,000 | 246 |
| 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 | $732,000 | 264 |
| Number of Managed Accounts | $644,000 | 221 |
| Number of Non-Managed Accounts | $88,000 | 241 |
| Total fiduciary and related assets | $340,266,000 | 312 |
| Managed Assets ($) | $325,736,000 | 258 |
| Non-managed Assets ($) | $14,530,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,790,000 | 246 |
| 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 | $730,000 | 264 |
| Number of Managed Accounts | $639,000 | 227 |
| Number of Non-Managed Accounts | $91,000 | 247 |
| Total fiduciary and related assets | $331,816,000 | 319 |
| Managed Assets ($) | $317,223,000 | 260 |
| Non-managed Assets ($) | $14,593,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 248 |
| 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 | $725,000 | 272 |
| Number of Managed Accounts | $634,000 | 227 |
| Number of Non-Managed Accounts | $91,000 | 249 |
| Total fiduciary and related assets | $332,366,000 | 320 |
| Managed Assets ($) | $312,401,000 | 262 |
| Non-managed Assets ($) | $19,965,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 253 |
| 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 | $721,000 | 294 |
| Number of Managed Accounts | $629,000 | 240 |
| Number of Non-Managed Accounts | $92,000 | 399 |
| Total fiduciary and related assets | $319,705,000 | 327 |
| Managed Assets ($) | $305,582,000 | 262 |
| Non-managed Assets ($) | $14,123,000 | 571 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,226,000 | 249 |
| 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 | $718,000 | 258 |
| Number of Managed Accounts | $624,000 | 223 |
| Number of Non-Managed Accounts | $94,000 | 245 |
| Total fiduciary and related assets | $318,071,000 | 322 |
| Managed Assets ($) | $303,625,000 | 259 |
| Non-managed Assets ($) | $14,446,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,705,000 | 245 |
| 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 | $714,000 | 263 |
| Number of Managed Accounts | $623,000 | 224 |
| Number of Non-Managed Accounts | $91,000 | 250 |
| Total fiduciary and related assets | $311,358,000 | 323 |
| Managed Assets ($) | $297,516,000 | 257 |
| Non-managed Assets ($) | $13,842,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,155,000 | 239 |
| 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 | $717,000 | 261 |
| Number of Managed Accounts | $626,000 | 224 |
| Number of Non-Managed Accounts | $91,000 | 252 |
| Total fiduciary and related assets | $318,211,000 | 314 |
| Managed Assets ($) | $303,659,000 | 254 |
| Non-managed Assets ($) | $14,552,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 226 |
| 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 | $701,000 | 293 |
| Number of Managed Accounts | $609,000 | 235 |
| Number of Non-Managed Accounts | $92,000 | 425 |
| Total fiduciary and related assets | $299,745,000 | 333 |
| Managed Assets ($) | $284,893,000 | 269 |
| Non-managed Assets ($) | $14,852,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,017,000 | 259 |
| 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 | $704,000 | 256 |
| Number of Managed Accounts | $618,000 | 221 |
| Number of Non-Managed Accounts | $86,000 | 262 |
| Total fiduciary and related assets | $283,937,000 | 335 |
| Managed Assets ($) | $271,414,000 | 267 |
| Non-managed Assets ($) | $12,523,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,432,000 | 268 |
| 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 | $690,000 | 264 |
| Number of Managed Accounts | $611,000 | 226 |
| Number of Non-Managed Accounts | $79,000 | 279 |
| Total fiduciary and related assets | $268,456,000 | 346 |
| Managed Assets ($) | $255,918,000 | 276 |
| Non-managed Assets ($) | $12,538,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $928,000 | 277 |
| 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 | $680,000 | 267 |
| Number of Managed Accounts | $604,000 | 228 |
| Number of Non-Managed Accounts | $76,000 | 286 |
| Total fiduciary and related assets | $267,067,000 | 354 |
| Managed Assets ($) | $254,504,000 | 279 |
| Non-managed Assets ($) | $12,563,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 280 |
| 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 | $669,000 | 317 |
| Number of Managed Accounts | $593,000 | 255 |
| Number of Non-Managed Accounts | $76,000 | 507 |
| Total fiduciary and related assets | $258,364,000 | 370 |
| Managed Assets ($) | $246,401,000 | 288 |
| Non-managed Assets ($) | $11,963,000 | 622 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,842,000 | 271 |
| 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 | $666,000 | 284 |
| Number of Managed Accounts | $589,000 | 244 |
| Number of Non-Managed Accounts | $77,000 | 294 |
| Total fiduciary and related assets | $246,969,000 | 363 |
| Managed Assets ($) | $235,535,000 | 292 |
| Non-managed Assets ($) | $11,434,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 284 |
| 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 | $663,000 | 289 |
| Number of Managed Accounts | $588,000 | 245 |
| Number of Non-Managed Accounts | $75,000 | 302 |
| Total fiduciary and related assets | $244,096,000 | 364 |
| Managed Assets ($) | $232,801,000 | 291 |
| Non-managed Assets ($) | $11,295,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $881,000 | 300 |
| 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 | $655,000 | 294 |
| Number of Managed Accounts | $580,000 | 255 |
| Number of Non-Managed Accounts | $75,000 | 304 |
| Total fiduciary and related assets | $231,470,000 | 370 |
| Managed Assets ($) | $221,018,000 | 299 |
| Non-managed Assets ($) | $10,452,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $430,000 | 308 |
| 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 | $649,000 | 338 |
| Number of Managed Accounts | $574,000 | 276 |
| Number of Non-Managed Accounts | $75,000 | 511 |
| Total fiduciary and related assets | $240,631,000 | 376 |
| Managed Assets ($) | $230,197,000 | 293 |
| Non-managed Assets ($) | $10,434,000 | 636 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,810,000 | 299 |
| 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 | $618,000 | 334 |
| Number of Managed Accounts | $546,000 | 272 |
| Number of Non-Managed Accounts | $72,000 | 491 |
| Total fiduciary and related assets | $258,608,000 | 350 |
| Managed Assets ($) | $246,951,000 | 278 |
| Non-managed Assets ($) | $11,657,000 | 597 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 307 |
| 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 | $1,754,000 | 305 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,508,000 | 373 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,319,000 | 399 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,008,000 | 470 |
| 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 | $832,000 | 564 |
| 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 | $614,000 | 679 |
| 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 |