Home > First Bank & Trust East Texas > Fiduciary and Related Services
First Bank & Trust East Texas, Fiduciary and Related Services
| 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 | $780,000 | 254 |
| Number of Managed Accounts | $761,000 | 214 |
| Number of Non-Managed Accounts | $19,000 | 321 |
| Total fiduciary and related assets | $659,271,000 | 240 |
| Managed Assets ($) | $651,836,000 | 200 |
| Non-managed Assets ($) | $7,435,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,785,000 | 312 |
| 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 | $783,000 | 254 |
| Number of Managed Accounts | $761,000 | 214 |
| Number of Non-Managed Accounts | $22,000 | 318 |
| Total fiduciary and related assets | $639,546,000 | 239 |
| Managed Assets ($) | $625,198,000 | 201 |
| Non-managed Assets ($) | $14,348,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,164,000 | 312 |
| 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 | $618,000 | 279 |
| Number of Managed Accounts | $605,000 | 250 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $625,630,000 | 241 |
| Managed Assets ($) | $610,721,000 | 203 |
| Non-managed Assets ($) | $14,909,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $580,000 | 315 |
| 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 | $590,000 | 309 |
| Number of Managed Accounts | $577,000 | 266 |
| Number of Non-Managed Accounts | $13,000 | 686 |
| Total fiduciary and related assets | $595,000,000 | 243 |
| Managed Assets ($) | $580,381,000 | 211 |
| Non-managed Assets ($) | $14,619,000 | 509 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,470,000 | 295 |
| 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 | $619,000 | 282 |
| Number of Managed Accounts | $606,000 | 253 |
| Number of Non-Managed Accounts | $13,000 | 345 |
| Total fiduciary and related assets | $589,886,000 | 250 |
| Managed Assets ($) | $581,759,000 | 210 |
| Non-managed Assets ($) | $8,127,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,913,000 | 290 |
| 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 | $593,000 | 286 |
| Number of Managed Accounts | $581,000 | 256 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $567,605,000 | 255 |
| Managed Assets ($) | $561,076,000 | 216 |
| Non-managed Assets ($) | $6,529,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 314 |
| 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 | $598,000 | 285 |
| Number of Managed Accounts | $586,000 | 257 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $546,671,000 | 257 |
| Managed Assets ($) | $540,467,000 | 219 |
| Non-managed Assets ($) | $6,204,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 311 |
| 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 | $589,000 | 308 |
| Number of Managed Accounts | $577,000 | 264 |
| Number of Non-Managed Accounts | $12,000 | 732 |
| Total fiduciary and related assets | $541,777,000 | 258 |
| Managed Assets ($) | $535,514,000 | 220 |
| Non-managed Assets ($) | $6,263,000 | 648 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,340,000 | 307 |
| 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 | $591,000 | 283 |
| Number of Managed Accounts | $578,000 | 254 |
| Number of Non-Managed Accounts | $13,000 | 347 |
| Total fiduciary and related assets | $486,574,000 | 266 |
| Managed Assets ($) | $479,839,000 | 229 |
| Non-managed Assets ($) | $6,735,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,793,000 | 305 |
| 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 | $583,000 | 288 |
| Number of Managed Accounts | $570,000 | 256 |
| Number of Non-Managed Accounts | $13,000 | 351 |
| Total fiduciary and related assets | $485,966,000 | 276 |
| Managed Assets ($) | $472,969,000 | 238 |
| Non-managed Assets ($) | $12,997,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,165,000 | 315 |
| 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 | $584,000 | 290 |
| Number of Managed Accounts | $571,000 | 257 |
| Number of Non-Managed Accounts | $13,000 | 354 |
| Total fiduciary and related assets | $475,909,000 | 281 |
| Managed Assets ($) | $463,635,000 | 241 |
| Non-managed Assets ($) | $12,274,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 318 |
| 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 | $587,000 | 314 |
| Number of Managed Accounts | $576,000 | 263 |
| Number of Non-Managed Accounts | $11,000 | 792 |
| Total fiduciary and related assets | $469,605,000 | 282 |
| Managed Assets ($) | $459,159,000 | 242 |
| Non-managed Assets ($) | $10,446,000 | 592 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 321 |
| 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 | $587,000 | 293 |
| Number of Managed Accounts | $575,000 | 253 |
| Number of Non-Managed Accounts | $12,000 | 356 |
| Total fiduciary and related assets | $457,250,000 | 285 |
| Managed Assets ($) | $447,004,000 | 244 |
| Non-managed Assets ($) | $10,246,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 325 |
| 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 | $590,000 | 293 |
| Number of Managed Accounts | $578,000 | 254 |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Total fiduciary and related assets | $457,237,000 | 283 |
| Managed Assets ($) | $447,142,000 | 242 |
| Non-managed Assets ($) | $10,095,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,035,000 | 327 |
| 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 | $582,000 | 297 |
| Number of Managed Accounts | $570,000 | 257 |
| Number of Non-Managed Accounts | $12,000 | 359 |
| Total fiduciary and related assets | $450,645,000 | 286 |
| Managed Assets ($) | $440,791,000 | 240 |
| Non-managed Assets ($) | $9,854,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 340 |
| 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 | $584,000 | 320 |
| Number of Managed Accounts | $571,000 | 265 |
| Number of Non-Managed Accounts | $13,000 | 773 |
| Total fiduciary and related assets | $448,880,000 | 283 |
| Managed Assets ($) | $432,978,000 | 239 |
| Non-managed Assets ($) | $15,902,000 | 530 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,935,000 | 327 |
| 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 | $585,000 | 287 |
| Number of Managed Accounts | $573,000 | 249 |
| Number of Non-Managed Accounts | $12,000 | 341 |
| Total fiduciary and related assets | $419,686,000 | 287 |
| Managed Assets ($) | $410,732,000 | 240 |
| Non-managed Assets ($) | $8,954,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,440,000 | 324 |
| 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 | $578,000 | 291 |
| Number of Managed Accounts | $566,000 | 248 |
| Number of Non-Managed Accounts | $12,000 | 343 |
| Total fiduciary and related assets | $395,835,000 | 292 |
| Managed Assets ($) | $387,417,000 | 241 |
| Non-managed Assets ($) | $8,418,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000 | 329 |
| 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 | $578,000 | 289 |
| Number of Managed Accounts | $563,000 | 247 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $394,613,000 | 293 |
| Managed Assets ($) | $380,920,000 | 241 |
| Non-managed Assets ($) | $13,693,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $480,000 | 325 |
| 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 | $586,000 | 321 |
| Number of Managed Accounts | $568,000 | 258 |
| Number of Non-Managed Accounts | $18,000 | 722 |
| Total fiduciary and related assets | $374,426,000 | 296 |
| Managed Assets ($) | $361,375,000 | 246 |
| Non-managed Assets ($) | $13,051,000 | 559 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,014,000 | 307 |
| 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 | $592,000 | 282 |
| Number of Managed Accounts | $574,000 | 238 |
| Number of Non-Managed Accounts | $18,000 | 316 |
| Total fiduciary and related assets | $381,621,000 | 290 |
| Managed Assets ($) | $367,577,000 | 238 |
| Non-managed Assets ($) | $14,044,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 308 |
| 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 | $599,000 | 276 |
| Number of Managed Accounts | $583,000 | 233 |
| Number of Non-Managed Accounts | $16,000 | 322 |
| Total fiduciary and related assets | $369,568,000 | 289 |
| Managed Assets ($) | $356,437,000 | 235 |
| Non-managed Assets ($) | $13,131,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $980,000 | 311 |
| 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 | $603,000 | 275 |
| Number of Managed Accounts | $586,000 | 230 |
| Number of Non-Managed Accounts | $17,000 | 318 |
| Total fiduciary and related assets | $378,713,000 | 282 |
| Managed Assets ($) | $362,002,000 | 234 |
| Non-managed Assets ($) | $16,711,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 311 |
| 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 | $594,000 | 320 |
| Number of Managed Accounts | $576,000 | 251 |
| Number of Non-Managed Accounts | $18,000 | 731 |
| Total fiduciary and related assets | $342,975,000 | 294 |
| Managed Assets ($) | $329,445,000 | 246 |
| Non-managed Assets ($) | $13,530,000 | 554 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,780,000 | 287 |
| 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 | $594,000 | 278 |
| Number of Managed Accounts | $576,000 | 232 |
| Number of Non-Managed Accounts | $18,000 | 331 |
| Total fiduciary and related assets | $326,532,000 | 289 |
| Managed Assets ($) | $313,334,000 | 246 |
| Non-managed Assets ($) | $13,198,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 278 |
| 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 | $602,000 | 279 |
| Number of Managed Accounts | $584,000 | 231 |
| Number of Non-Managed Accounts | $18,000 | 333 |
| Total fiduciary and related assets | $355,943,000 | 283 |
| Managed Assets ($) | $338,367,000 | 245 |
| Non-managed Assets ($) | $17,576,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $920,000 | 280 |
| 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 | $610,000 | 279 |
| Number of Managed Accounts | $593,000 | 230 |
| Number of Non-Managed Accounts | $17,000 | 336 |
| Total fiduciary and related assets | $354,312,000 | 287 |
| Managed Assets ($) | $342,554,000 | 243 |
| Non-managed Assets ($) | $11,758,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $460,000 | 282 |
| 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 | $615,000 | 313 |
| Number of Managed Accounts | $597,000 | 241 |
| Number of Non-Managed Accounts | $18,000 | 766 |
| Total fiduciary and related assets | $343,803,000 | 291 |
| Managed Assets ($) | $333,778,000 | 244 |
| Non-managed Assets ($) | $10,025,000 | 619 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,840,000 | 281 |
| 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 | $613,000 | 276 |
| Number of Managed Accounts | $596,000 | 223 |
| Number of Non-Managed Accounts | $17,000 | 329 |
| Total fiduciary and related assets | $323,876,000 | 290 |
| Managed Assets ($) | $313,272,000 | 244 |
| Non-managed Assets ($) | $10,604,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 273 |
| 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 | $610,000 | 277 |
| Number of Managed Accounts | $593,000 | 225 |
| Number of Non-Managed Accounts | $17,000 | 331 |
| Total fiduciary and related assets | $303,045,000 | 296 |
| Managed Assets ($) | $295,823,000 | 244 |
| Non-managed Assets ($) | $7,222,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $965,000 | 266 |
| 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 | $610,000 | 276 |
| Number of Managed Accounts | $593,000 | 223 |
| Number of Non-Managed Accounts | $17,000 | 334 |
| Total fiduciary and related assets | $314,818,000 | 296 |
| Managed Assets ($) | $306,291,000 | 247 |
| Non-managed Assets ($) | $8,527,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $510,000 | 258 |
| 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 | $615,000 | 324 |
| Number of Managed Accounts | $598,000 | 242 |
| Number of Non-Managed Accounts | $17,000 | 799 |
| Total fiduciary and related assets | $308,546,000 | 303 |
| Managed Assets ($) | $297,837,000 | 253 |
| Non-managed Assets ($) | $10,709,000 | 606 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,766,000 | 271 |
| 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 | $607,000 | 280 |
| Number of Managed Accounts | $590,000 | 232 |
| Number of Non-Managed Accounts | $17,000 | 325 |
| Total fiduciary and related assets | $304,454,000 | 300 |
| Managed Assets ($) | $294,087,000 | 252 |
| Non-managed Assets ($) | $10,367,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,331,000 | 268 |
| 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 | $623,000 | 279 |
| Number of Managed Accounts | $604,000 | 229 |
| Number of Non-Managed Accounts | $19,000 | 323 |
| Total fiduciary and related assets | $284,778,000 | 303 |
| Managed Assets ($) | $275,210,000 | 251 |
| Non-managed Assets ($) | $9,568,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 276 |
| 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 | $628,000 | 276 |
| Number of Managed Accounts | $609,000 | 226 |
| Number of Non-Managed Accounts | $19,000 | 322 |
| Total fiduciary and related assets | $267,631,000 | 307 |
| Managed Assets ($) | $258,579,000 | 256 |
| Non-managed Assets ($) | $9,052,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $391,000 | 285 |
| 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 | $632,000 | 325 |
| Number of Managed Accounts | $616,000 | 243 |
| Number of Non-Managed Accounts | $16,000 | 814 |
| Total fiduciary and related assets | $274,396,000 | 312 |
| Managed Assets ($) | $264,155,000 | 263 |
| Non-managed Assets ($) | $10,241,000 | 595 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,993,000 | 265 |
| 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 | $616,000 | 284 |
| Number of Managed Accounts | $603,000 | 226 |
| Number of Non-Managed Accounts | $13,000 | 361 |
| Total fiduciary and related assets | $299,442,000 | 307 |
| Managed Assets ($) | $288,330,000 | 255 |
| Non-managed Assets ($) | $11,112,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 281 |
| 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 | $601,000 | 291 |
| Number of Managed Accounts | $590,000 | 233 |
| Number of Non-Managed Accounts | $11,000 | 372 |
| Total fiduciary and related assets | $310,528,000 | 314 |
| Managed Assets ($) | $299,425,000 | 258 |
| Non-managed Assets ($) | $11,103,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $975,000 | 284 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $612,000 | 290 |
| Number of Managed Accounts | $596,000 | 230 |
| Number of Non-Managed Accounts | $16,000 | 360 |
| Total fiduciary and related assets | $317,860,000 | 318 |
| Managed Assets ($) | $306,440,000 | 262 |
| Non-managed Assets ($) | $11,420,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $515,000 | 272 |
| 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 | $617,000 | 325 |
| Number of Managed Accounts | $601,000 | 243 |
| Number of Non-Managed Accounts | $16,000 | 827 |
| Total fiduciary and related assets | $329,751,000 | 320 |
| Managed Assets ($) | $319,668,000 | 262 |
| Non-managed Assets ($) | $10,083,000 | 649 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 277 |
| 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 | $613,000 | 280 |
| Number of Managed Accounts | $597,000 | 226 |
| Number of Non-Managed Accounts | $16,000 | 345 |
| Total fiduciary and related assets | $387,994,000 | 298 |
| Managed Assets ($) | $377,613,000 | 236 |
| Non-managed Assets ($) | $10,381,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 272 |
| 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 | $1,224,000 | 178 |
| Number of Managed Accounts | $1,200,000 | 134 |
| Number of Non-Managed Accounts | $24,000 | 335 |
| Total fiduciary and related assets | $752,106,000 | 215 |
| Managed Assets ($) | $731,990,000 | 165 |
| Non-managed Assets ($) | $20,116,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $990,000 | 275 |
| 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 | $620,000 | 285 |
| Number of Managed Accounts | $605,000 | 231 |
| Number of Non-Managed Accounts | $15,000 | 359 |
| Total fiduciary and related assets | $365,439,000 | 305 |
| Managed Assets ($) | $355,523,000 | 239 |
| Non-managed Assets ($) | $9,916,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 274 |
| 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 | $630,000 | 319 |
| Number of Managed Accounts | $616,000 | 240 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $352,192,000 | 308 |
| Managed Assets ($) | $343,903,000 | 247 |
| Non-managed Assets ($) | $8,289,000 | 682 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,710,000 | 297 |
| 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 | $618,000 | 289 |
| Number of Managed Accounts | $607,000 | 231 |
| Number of Non-Managed Accounts | $11,000 | 362 |
| Total fiduciary and related assets | $349,823,000 | 310 |
| Managed Assets ($) | $343,169,000 | 251 |
| Non-managed Assets ($) | $6,654,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 308 |
| 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 | $630,000 | 291 |
| Number of Managed Accounts | $616,000 | 232 |
| Number of Non-Managed Accounts | $14,000 | 360 |
| Total fiduciary and related assets | $330,808,000 | 320 |
| Managed Assets ($) | $321,898,000 | 257 |
| Non-managed Assets ($) | $8,910,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $825,000 | 312 |
| 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 | $631,000 | 289 |
| Number of Managed Accounts | $615,000 | 232 |
| Number of Non-Managed Accounts | $16,000 | 358 |
| Total fiduciary and related assets | $329,417,000 | 323 |
| Managed Assets ($) | $318,458,000 | 257 |
| Non-managed Assets ($) | $10,959,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 313 |
| 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 | $619,000 | 326 |
| Number of Managed Accounts | $603,000 | 249 |
| Number of Non-Managed Accounts | $16,000 | 884 |
| Total fiduciary and related assets | $336,224,000 | 319 |
| Managed Assets ($) | $325,434,000 | 252 |
| Non-managed Assets ($) | $10,790,000 | 627 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,674,000 | 305 |
| 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 | $622,000 | 279 |
| Number of Managed Accounts | $606,000 | 228 |
| Number of Non-Managed Accounts | $16,000 | 355 |
| Total fiduciary and related assets | $340,108,000 | 306 |
| Managed Assets ($) | $329,218,000 | 249 |
| Non-managed Assets ($) | $10,890,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 307 |
| 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 | $628,000 | 281 |
| Number of Managed Accounts | $609,000 | 227 |
| Number of Non-Managed Accounts | $19,000 | 362 |
| Total fiduciary and related assets | $319,617,000 | 315 |
| Managed Assets ($) | $309,666,000 | 252 |
| Non-managed Assets ($) | $9,951,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $805,000 | 309 |
| 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 | $634,000 | 283 |
| Number of Managed Accounts | $616,000 | 227 |
| Number of Non-Managed Accounts | $18,000 | 370 |
| Total fiduciary and related assets | $312,628,000 | 317 |
| Managed Assets ($) | $305,504,000 | 251 |
| Non-managed Assets ($) | $7,124,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 312 |
| 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 | $626,000 | 319 |
| Number of Managed Accounts | $607,000 | 236 |
| Number of Non-Managed Accounts | $19,000 | 849 |
| Total fiduciary and related assets | $308,315,000 | 325 |
| Managed Assets ($) | $298,789,000 | 255 |
| Non-managed Assets ($) | $9,526,000 | 651 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 302 |
| 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 | $624,000 | 276 |
| Number of Managed Accounts | $605,000 | 225 |
| Number of Non-Managed Accounts | $19,000 | 359 |
| Total fiduciary and related assets | $289,438,000 | 332 |
| Managed Assets ($) | $280,624,000 | 260 |
| Non-managed Assets ($) | $8,814,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,105,000 | 308 |
| 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 | $621,000 | 283 |
| Number of Managed Accounts | $602,000 | 228 |
| Number of Non-Managed Accounts | $19,000 | 368 |
| Total fiduciary and related assets | $282,645,000 | 338 |
| Managed Assets ($) | $273,979,000 | 262 |
| Non-managed Assets ($) | $8,666,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 314 |
| 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 | $604,000 | 289 |
| Number of Managed Accounts | $583,000 | 234 |
| Number of Non-Managed Accounts | $21,000 | 368 |
| Total fiduciary and related assets | $274,715,000 | 343 |
| Managed Assets ($) | $266,165,000 | 269 |
| Non-managed Assets ($) | $8,550,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $360,000 | 311 |
| 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 | $597,000 | 346 |
| Number of Managed Accounts | $576,000 | 260 |
| Number of Non-Managed Accounts | $21,000 | 837 |
| Total fiduciary and related assets | $272,513,000 | 359 |
| Managed Assets ($) | $257,883,000 | 277 |
| Non-managed Assets ($) | $14,630,000 | 594 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,430,000 | 318 |
| 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 | $596,000 | 305 |
| Number of Managed Accounts | $578,000 | 250 |
| Number of Non-Managed Accounts | $18,000 | 378 |
| Total fiduciary and related assets | $258,615,000 | 356 |
| Managed Assets ($) | $245,402,000 | 276 |
| Non-managed Assets ($) | $13,213,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 323 |
| 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 | $602,000 | 307 |
| Number of Managed Accounts | $581,000 | 247 |
| Number of Non-Managed Accounts | $21,000 | 376 |
| Total fiduciary and related assets | $255,904,000 | 360 |
| Managed Assets ($) | $243,384,000 | 283 |
| Non-managed Assets ($) | $12,520,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 328 |
| 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 | $604,000 | 312 |
| Number of Managed Accounts | $583,000 | 254 |
| Number of Non-Managed Accounts | $21,000 | 385 |
| Total fiduciary and related assets | $240,928,000 | 365 |
| Managed Assets ($) | $229,833,000 | 290 |
| Non-managed Assets ($) | $11,095,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 324 |
| 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 | $582,000 | 372 |
| Number of Managed Accounts | $562,000 | 281 |
| Number of Non-Managed Accounts | $20,000 | 862 |
| Total fiduciary and related assets | $250,723,000 | 369 |
| Managed Assets ($) | $233,751,000 | 289 |
| Non-managed Assets ($) | $16,972,000 | 542 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,400,000 | 344 |
| 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 | $632,000 | 326 |
| Number of Managed Accounts | $608,000 | 251 |
| Number of Non-Managed Accounts | $24,000 | 786 |
| Total fiduciary and related assets | $258,137,000 | 351 |
| Managed Assets ($) | $243,164,000 | 284 |
| Non-managed Assets ($) | $14,973,000 | 555 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,470,000 | 342 |
| 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 | $1,470,000 | 346 |
| 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 | $1,325,000 | 398 |
| 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 | $1,050,000 | 449 |
| 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 | $955,000 | 484 |
| 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 | $867,000 | 552 |
| 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 | $786,000 | 598 |
| 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 | $800,000 | 583 |
| 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 | $595,000 | 709 |
| 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 | $483,000 | 773 |