Home > Delta National Bank and Trust Company > Fiduciary and Related Services
Delta National Bank and Trust Company, Fiduciary and Related Services
| 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 | $391,000 | 317 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $391,000 | 94 |
| Total fiduciary and related assets | $1,122,503,000 | 228 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $1,122,503,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,185,000 | 221 |
| 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 | $396,000 | 367 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $396,000 | 98 |
| Total fiduciary and related assets | $1,128,932,000 | 221 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $1,128,932,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,429,000 | 219 |
| 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 | $390,000 | 328 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $390,000 | 100 |
| Total fiduciary and related assets | $1,153,444,000 | 231 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $1,153,444,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,683,000 | 231 |
| 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 | $386,000 | 420 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $386,000 | 107 |
| Total fiduciary and related assets | $1,158,088,000 | 230 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $1,158,088,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,179,000 | 225 |
| 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 | $391,000 | 334 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $391,000 | 100 |
| Total fiduciary and related assets | $1,068,220,000 | 229 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $1,068,220,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,466,000 | 224 |
| 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 | $400,000 | 343 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $400,000 | 89 |
| Total fiduciary and related assets | $1,243,862,000 | 189 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $1,243,862,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 200 |
| 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 | $399,000 | 300 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $399,000 | 87 |
| Total fiduciary and related assets | $1,319,032,000 | 192 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $1,319,032,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,805,000 | 205 |
| 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 | $394,000 | 382 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $394,000 | 95 |
| Total fiduciary and related assets | $1,234,008,000 | 203 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $1,234,008,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,766,000 | 187 |
| 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 | $391,000 | 301 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $391,000 | 90 |
| Total fiduciary and related assets | $1,280,324,000 | 197 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $1,280,324,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,898,000 | 182 |
| 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 | $390,000 | 341 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $390,000 | 92 |
| Total fiduciary and related assets | $1,362,493,000 | 194 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $1,362,493,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,914,000 | 183 |
| 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 | $396,000 | 302 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $396,000 | 90 |
| Total fiduciary and related assets | $1,328,484,000 | 192 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $1,328,484,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,950,000 | 180 |
| 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 | $398,000 | 380 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $398,000 | 100 |
| Total fiduciary and related assets | $1,357,911,000 | 187 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $1,357,911,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,793,000 | 166 |
| 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 | $398,000 | 300 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $398,000 | 88 |
| Total fiduciary and related assets | $1,326,429,000 | 179 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $1,326,429,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,925,000 | 165 |
| 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 | $414,000 | 331 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $414,000 | 92 |
| Total fiduciary and related assets | $1,405,435,000 | 175 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $1,405,435,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,018,000 | 165 |
| 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 | $416,000 | 294 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $416,000 | 89 |
| Total fiduciary and related assets | $1,188,223,000 | 182 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $1,188,223,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,170,000 | 157 |
| 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 | $411,000 | 371 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $411,000 | 101 |
| Total fiduciary and related assets | $1,691,970,000 | 156 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $1,691,970,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,634,000 | 154 |
| 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 | $418,000 | 296 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $418,000 | 91 |
| Total fiduciary and related assets | $1,788,023,000 | 147 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $1,788,023,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,577,000 | 152 |
| 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 | $434,000 | 318 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $434,000 | 94 |
| Total fiduciary and related assets | $1,739,031,000 | 150 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $1,739,031,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,193,000 | 153 |
| 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 | $440,000 | 321 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $440,000 | 94 |
| Total fiduciary and related assets | $1,773,236,000 | 148 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $1,773,236,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,042,000 | 155 |
| 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 | $441,000 | 359 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $441,000 | 103 |
| Total fiduciary and related assets | $1,729,220,000 | 141 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $1,729,220,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,275,000 | 158 |
| 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 | $444,000 | 317 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $444,000 | 96 |
| Total fiduciary and related assets | $1,647,249,000 | 152 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $1,647,249,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,204,000 | 155 |
| 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 | $451,000 | 318 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $451,000 | 94 |
| Total fiduciary and related assets | $1,606,786,000 | 153 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $1,606,786,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,255,000 | 155 |
| 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 | $455,000 | 320 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $455,000 | 93 |
| Total fiduciary and related assets | $1,644,372,000 | 153 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $1,644,372,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,183,000 | 154 |
| 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 | $461,000 | 355 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $461,000 | 101 |
| Total fiduciary and related assets | $1,655,703,000 | 154 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $1,655,703,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,301,000 | 154 |
| 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 | $472,000 | 308 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $472,000 | 89 |
| Total fiduciary and related assets | $1,660,952,000 | 151 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $1,660,952,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,244,000 | 150 |
| 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 | $502,000 | 304 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $502,000 | 85 |
| Total fiduciary and related assets | $1,565,399,000 | 148 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $1,565,399,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,194,000 | 148 |
| 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 | $538,000 | 297 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $538,000 | 81 |
| Total fiduciary and related assets | $1,596,542,000 | 142 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $1,596,542,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,124,000 | 145 |
| 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 | $567,000 | 320 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $567,000 | 89 |
| Total fiduciary and related assets | $1,562,842,000 | 140 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $1,562,842,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,800,000 | 133 |
| 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 | $648,000 | 276 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $648,000 | 74 |
| Total fiduciary and related assets | $1,545,241,000 | 140 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $1,545,241,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,542,000 | 132 |
| 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 | $686,000 | 270 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $686,000 | 75 |
| Total fiduciary and related assets | $1,426,887,000 | 144 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $1,426,887,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,402,000 | 131 |
| 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 | $726,000 | 258 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $726,000 | 73 |
| Total fiduciary and related assets | $1,369,971,000 | 149 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $1,369,971,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,197,000 | 131 |
| 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 | $739,000 | 271 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $739,000 | 79 |
| Total fiduciary and related assets | $1,383,977,000 | 148 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $1,383,977,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,161,000 | 124 |
| 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 | $792,000 | 249 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $792,000 | 69 |
| Total fiduciary and related assets | $1,401,627,000 | 146 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $1,401,627,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,820,000 | 123 |
| 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 | $812,000 | 248 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $812,000 | 68 |
| Total fiduciary and related assets | $1,683,979,000 | 137 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $1,683,979,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,257,000 | 123 |
| 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 | $848,000 | 238 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $848,000 | 70 |
| Total fiduciary and related assets | $1,620,533,000 | 138 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $1,620,533,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,710,000 | 121 |
| 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 | $898,000 | 235 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $898,000 | 71 |
| Total fiduciary and related assets | $1,705,715,000 | 135 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $1,705,715,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,610,000 | 121 |
| 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 | $930,000 | 224 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $930,000 | 67 |
| Total fiduciary and related assets | $1,739,817,000 | 130 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $1,739,817,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,939,000 | 120 |
| 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 | $941,000 | 220 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $941,000 | 67 |
| Total fiduciary and related assets | $1,784,028,000 | 129 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $1,784,028,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,182,000 | 120 |
| 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 | $940,000 | 222 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $940,000 | 69 |
| Total fiduciary and related assets | $1,726,440,000 | 129 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $1,726,440,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,618,000 | 121 |
| 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 | $940,000 | 231 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $940,000 | 73 |
| Total fiduciary and related assets | $1,852,972,000 | 123 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $1,852,972,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,767,000 | 123 |
| 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 | $957,000 | 214 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $957,000 | 67 |
| Total fiduciary and related assets | $1,771,192,000 | 124 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $1,771,192,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,202,000 | 124 |
| 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 | $977,000 | 207 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $977,000 | 68 |
| Total fiduciary and related assets | $1,734,413,000 | 125 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $1,734,413,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,902,000 | 120 |
| 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 | $984,000 | 209 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $984,000 | 69 |
| Total fiduciary and related assets | $1,769,068,000 | 126 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $1,769,068,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,421,000 | 118 |
| 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 | $985,000 | 213 |
| Number of Managed Accounts | $7,000 | 1,109 |
| Number of Non-Managed Accounts | $978,000 | 74 |
| Total fiduciary and related assets | $1,712,915,000 | 124 |
| Managed Assets ($) | $17,896,000 | 832 |
| Non-managed Assets ($) | $1,695,019,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,270,000 | 113 |
| 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 | $978,000 | 201 |
| Number of Managed Accounts | $7,000 | 368 |
| Number of Non-Managed Accounts | $971,000 | 67 |
| Total fiduciary and related assets | $1,680,364,000 | 123 |
| Managed Assets ($) | $16,933,000 | 361 |
| Non-managed Assets ($) | $1,663,431,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,962,000 | 113 |
| 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 | $985,000 | 200 |
| Number of Managed Accounts | $8,000 | 368 |
| Number of Non-Managed Accounts | $977,000 | 65 |
| Total fiduciary and related assets | $1,602,910,000 | 127 |
| Managed Assets ($) | $17,419,000 | 360 |
| Non-managed Assets ($) | $1,585,491,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,738,000 | 112 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000,000 | 201 |
| Number of Managed Accounts | $8,000 | 368 |
| Number of Non-Managed Accounts | $992,000 | 62 |
| Total fiduciary and related assets | $1,636,118,000 | 125 |
| Managed Assets ($) | $20,334,000 | 361 |
| Non-managed Assets ($) | $1,615,784,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,420,000 | 113 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,001,000 | 210 |
| Number of Managed Accounts | $8,000 | 1,128 |
| Number of Non-Managed Accounts | $993,000 | 65 |
| Total fiduciary and related assets | $1,552,245,000 | 123 |
| Managed Assets ($) | $19,912,000 | 808 |
| Non-managed Assets ($) | $1,532,333,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,878,000 | 93 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,026,000 | 195 |
| Number of Managed Accounts | $10,000 | 380 |
| Number of Non-Managed Accounts | $1,016,000 | 59 |
| Total fiduciary and related assets | $1,541,391,000 | 124 |
| Managed Assets ($) | $22,241,000 | 363 |
| Non-managed Assets ($) | $1,519,150,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,512,000 | 95 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,056,000 | 195 |
| Number of Managed Accounts | $10,000 | 385 |
| Number of Non-Managed Accounts | $1,046,000 | 60 |
| Total fiduciary and related assets | $1,576,893,000 | 126 |
| Managed Assets ($) | $23,314,000 | 369 |
| Non-managed Assets ($) | $1,553,579,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,974,000 | 96 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,865,000 | 112 |
| Number of Managed Accounts | $23,000 | 388 |
| Number of Non-Managed Accounts | $1,842,000 | 51 |
| Total fiduciary and related assets | $1,546,982,000 | 126 |
| Managed Assets ($) | $24,968,000 | 375 |
| Non-managed Assets ($) | $1,522,014,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,504,000 | 95 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,079,000 | 204 |
| Number of Managed Accounts | $13,000 | 1,110 |
| Number of Non-Managed Accounts | $1,066,000 | 69 |
| Total fiduciary and related assets | $1,496,227,000 | 130 |
| Managed Assets ($) | $24,772,000 | 795 |
| Non-managed Assets ($) | $1,471,455,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,091,000 | 90 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,100,000 | 186 |
| Number of Managed Accounts | $15,000 | 378 |
| Number of Non-Managed Accounts | $1,085,000 | 63 |
| Total fiduciary and related assets | $1,543,498,000 | 123 |
| Managed Assets ($) | $26,081,000 | 363 |
| Non-managed Assets ($) | $1,517,417,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,680,000 | 89 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,293,000 | 158 |
| Number of Managed Accounts | $19,000 | 377 |
| Number of Non-Managed Accounts | $1,274,000 | 60 |
| Total fiduciary and related assets | $1,588,725,000 | 114 |
| Managed Assets ($) | $24,979,000 | 362 |
| Non-managed Assets ($) | $1,563,746,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 89 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 157 |
| Number of Managed Accounts | $19,000 | 382 |
| Number of Non-Managed Accounts | $1,279,000 | 59 |
| Total fiduciary and related assets | $1,616,490,000 | 118 |
| Managed Assets ($) | $29,501,000 | 362 |
| Non-managed Assets ($) | $1,586,989,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,484,000 | 90 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,305,000 | 167 |
| Number of Managed Accounts | $15,000 | 1,112 |
| Number of Non-Managed Accounts | $1,290,000 | 65 |
| Total fiduciary and related assets | $1,609,555,000 | 117 |
| Managed Assets ($) | $24,237,000 | 796 |
| Non-managed Assets ($) | $1,585,318,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,712,000 | 89 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,213,000 | 167 |
| Number of Managed Accounts | $14,000 | 370 |
| Number of Non-Managed Accounts | $1,199,000 | 62 |
| Total fiduciary and related assets | $1,598,627,000 | 118 |
| Managed Assets ($) | $25,531,000 | 357 |
| Non-managed Assets ($) | $1,573,096,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,997,000 | 88 |
| 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 | $1,220,000 | 172 |
| Number of Managed Accounts | $13,000 | 380 |
| Number of Non-Managed Accounts | $1,207,000 | 61 |
| Total fiduciary and related assets | $1,510,783,000 | 118 |
| Managed Assets ($) | $25,134,000 | 363 |
| Non-managed Assets ($) | $1,485,649,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,221,000 | 90 |
| 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 | $1,241,000 | 171 |
| Number of Managed Accounts | $19,000 | 379 |
| Number of Non-Managed Accounts | $1,222,000 | 57 |
| Total fiduciary and related assets | $1,448,201,000 | 118 |
| Managed Assets ($) | $25,867,000 | 364 |
| Non-managed Assets ($) | $1,422,334,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 94 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,291,000 | 176 |
| Number of Managed Accounts | $22,000 | 1,068 |
| Number of Non-Managed Accounts | $1,269,000 | 69 |
| Total fiduciary and related assets | $1,495,342,000 | 123 |
| Managed Assets ($) | $41,560,000 | 680 |
| Non-managed Assets ($) | $1,453,782,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,293,000 | 84 |
| 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 | $1,310,000 | 157 |
| Number of Managed Accounts | $31,000 | 403 |
| Number of Non-Managed Accounts | $1,279,000 | 63 |
| Total fiduciary and related assets | $1,705,087,000 | 118 |
| Managed Assets ($) | $62,555,000 | 376 |
| Non-managed Assets ($) | $1,642,532,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,553,000 | 84 |
| 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 | $1,340,000 | 158 |
| Number of Managed Accounts | $24,000 | 410 |
| Number of Non-Managed Accounts | $1,316,000 | 64 |
| Total fiduciary and related assets | $1,884,136,000 | 118 |
| Managed Assets ($) | $60,299,000 | 383 |
| Non-managed Assets ($) | $1,823,837,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,144,000 | 84 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,327,000 | 162 |
| Number of Managed Accounts | $18,000 | 415 |
| Number of Non-Managed Accounts | $1,309,000 | 62 |
| Total fiduciary and related assets | $1,708,143,000 | 128 |
| Managed Assets ($) | $45,137,000 | 395 |
| Non-managed Assets ($) | $1,663,006,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,644,000 | 86 |
| 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 | $1,366,000 | 169 |
| Number of Managed Accounts | $20,000 | 1,113 |
| Number of Non-Managed Accounts | $1,346,000 | 67 |
| Total fiduciary and related assets | $2,431,852,000 | 111 |
| Managed Assets ($) | $40,877,000 | 741 |
| Non-managed Assets ($) | $2,390,975,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,549,000 | 76 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,383,000 | 155 |
| Number of Managed Accounts | $22,000 | 397 |
| Number of Non-Managed Accounts | $1,361,000 | 60 |
| Total fiduciary and related assets | $2,399,564,000 | 110 |
| Managed Assets ($) | $51,024,000 | 379 |
| Non-managed Assets ($) | $2,348,540,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,880,000 | 74 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,407,000 | 157 |
| Number of Managed Accounts | $20,000 | 403 |
| Number of Non-Managed Accounts | $1,387,000 | 59 |
| Total fiduciary and related assets | $2,351,144,000 | 120 |
| Managed Assets ($) | $48,636,000 | 383 |
| Non-managed Assets ($) | $2,302,508,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,733,000 | 77 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,449,000 | 149 |
| Number of Managed Accounts | $12,000 | 411 |
| Number of Non-Managed Accounts | $1,437,000 | 58 |
| Total fiduciary and related assets | $2,047,516,000 | 122 |
| Managed Assets ($) | $27,007,000 | 394 |
| Non-managed Assets ($) | $2,020,509,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,908,000 | 77 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,457,000 | 155 |
| Number of Managed Accounts | $11,000 | 1,266 |
| Number of Non-Managed Accounts | $1,446,000 | 64 |
| Total fiduciary and related assets | $2,182,943,000 | 118 |
| Managed Assets ($) | $17,001,000 | 917 |
| Non-managed Assets ($) | $2,165,942,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,074,000 | 82 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,472,000 | 145 |
| Number of Managed Accounts | $10,000 | 394 |
| Number of Non-Managed Accounts | $1,462,000 | 61 |
| Total fiduciary and related assets | $2,100,646,000 | 121 |
| Managed Assets ($) | $20,563,000 | 381 |
| Non-managed Assets ($) | $2,080,083,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,507,000 | 88 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,479,000 | 150 |
| Number of Managed Accounts | $10,000 | 401 |
| Number of Non-Managed Accounts | $1,469,000 | 61 |
| Total fiduciary and related assets | $2,021,182,000 | 125 |
| Managed Assets ($) | $20,142,000 | 386 |
| Non-managed Assets ($) | $2,001,040,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,971,000 | 93 |
| 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 | $909,000 | 227 |
| Number of Managed Accounts | $11,000 | 417 |
| Number of Non-Managed Accounts | $898,000 | 78 |
| Total fiduciary and related assets | $1,633,165,000 | 143 |
| Managed Assets ($) | $18,044,000 | 398 |
| Non-managed Assets ($) | $1,615,121,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,517,000 | 90 |
| 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 | $923,000 | 242 |
| Number of Managed Accounts | $10,000 | 1,324 |
| Number of Non-Managed Accounts | $913,000 | 89 |
| Total fiduciary and related assets | $1,263,831,000 | 163 |
| Managed Assets ($) | $13,753,000 | 983 |
| Non-managed Assets ($) | $1,250,078,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,553,000 | 101 |
| 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 | $951,000 | 208 |
| Number of Managed Accounts | $11,000 | 406 |
| Number of Non-Managed Accounts | $940,000 | 74 |
| Total fiduciary and related assets | $1,333,263,000 | 155 |
| Managed Assets ($) | $16,236,000 | 391 |
| Non-managed Assets ($) | $1,317,027,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,829,000 | 102 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,519,000 | 145 |
| Number of Managed Accounts | $14,000 | 416 |
| Number of Non-Managed Accounts | $1,505,000 | 55 |
| Total fiduciary and related assets | $1,418,580,000 | 146 |
| Managed Assets ($) | $14,709,000 | 409 |
| Non-managed Assets ($) | $1,403,871,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,179,000 | 102 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,522,000 | 148 |
| Number of Managed Accounts | $9,000 | 420 |
| Number of Non-Managed Accounts | $1,513,000 | 59 |
| Total fiduciary and related assets | $1,439,851,000 | 150 |
| Managed Assets ($) | $15,291,000 | 408 |
| Non-managed Assets ($) | $1,424,560,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,554,000 | 106 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,506,000 | 161 |
| Number of Managed Accounts | $6,000 | 1,435 |
| Number of Non-Managed Accounts | $1,500,000 | 68 |
| Total fiduciary and related assets | $1,559,678,000 | 143 |
| Managed Assets ($) | $10,418,000 | 1,050 |
| Non-managed Assets ($) | $1,549,260,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,345,000 | 104 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,540,000 | 147 |
| Number of Managed Accounts | $38,000 | 389 |
| Number of Non-Managed Accounts | $1,502,000 | 62 |
| Total fiduciary and related assets | $1,529,138,000 | 144 |
| Managed Assets ($) | $9,682,000 | 405 |
| Non-managed Assets ($) | $1,519,456,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,838,000 | 103 |
| 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 | $2,434,000 | 104 |
| Number of Managed Accounts | $121,000 | 369 |
| Number of Non-Managed Accounts | $2,313,000 | 53 |
| Total fiduciary and related assets | $2,097,867,000 | 124 |
| Managed Assets ($) | $11,782,000 | 406 |
| Non-managed Assets ($) | $2,086,085,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,425,000 | 104 |
| 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 | $2,569,000 | 105 |
| Number of Managed Accounts | $141,000 | 364 |
| Number of Non-Managed Accounts | $2,428,000 | 51 |
| Total fiduciary and related assets | $1,607,705,000 | 143 |
| Managed Assets ($) | $66,989,000 | 372 |
| Non-managed Assets ($) | $1,540,716,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,752,000 | 104 |
| 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 | $2,747,000 | 111 |
| Number of Managed Accounts | $151,000 | 626 |
| Number of Non-Managed Accounts | $2,596,000 | 53 |
| Total fiduciary and related assets | $1,580,221,000 | 147 |
| Managed Assets ($) | $63,281,000 | 592 |
| Non-managed Assets ($) | $1,516,940,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,418,000 | 113 |
| 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 | $2,940,000 | 101 |
| Number of Managed Accounts | $179,000 | 362 |
| Number of Non-Managed Accounts | $2,761,000 | 54 |
| Total fiduciary and related assets | $1,602,889,000 | 147 |
| Managed Assets ($) | $49,289,000 | 388 |
| Non-managed Assets ($) | $1,553,600,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,859,000 | 119 |
| 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 | $3,091,000 | 102 |
| Number of Managed Accounts | $267,000 | 340 |
| Number of Non-Managed Accounts | $2,824,000 | 56 |
| Total fiduciary and related assets | $1,624,548,000 | 152 |
| Managed Assets ($) | $35,813,000 | 397 |
| Non-managed Assets ($) | $1,588,735,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,397,000 | 120 |
| 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 | $2,232,000 | 128 |
| Number of Managed Accounts | $61,000 | 414 |
| Number of Non-Managed Accounts | $2,171,000 | 62 |
| Total fiduciary and related assets | $1,524,981,000 | 151 |
| Managed Assets ($) | $15,194,000 | 425 |
| Non-managed Assets ($) | $1,509,787,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,109,000 | 125 |
| 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 | $2,270,000 | 130 |
| Number of Managed Accounts | $82,000 | 847 |
| Number of Non-Managed Accounts | $2,188,000 | 64 |
| Total fiduciary and related assets | $1,502,861,000 | 156 |
| Managed Assets ($) | $21,901,000 | 904 |
| Non-managed Assets ($) | $1,480,960,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,427,000 | 128 |
| 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 | $2,577,000 | 106 |
| Number of Managed Accounts | $230,000 | 489 |
| Number of Non-Managed Accounts | $2,347,000 | 58 |
| Total fiduciary and related assets | $1,620,748,000 | 138 |
| Managed Assets ($) | $74,105,000 | 519 |
| Non-managed Assets ($) | $1,546,643,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,599,000 | 122 |
| 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 | $9,090,000 | 124 |
| 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 | $5,638,000 | 184 |
| 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 | $5,820,000 | 179 |
| 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 | $6,118,000 | 179 |
| 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 | $5,061,000 | 216 |
| 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 | $3,456,000 | 278 |
| 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 | $3,111,000 | 293 |
| 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 | $2,445,000 | 337 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,716,000 | 421 |