Home > Prosperity Bank > Fiduciary and Related Services
Prosperity Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,548,000 | 169 |
| Number of Managed Accounts | $1,476,000 | 140 |
| Number of Non-Managed Accounts | $72,000 | 308 |
| Total fiduciary and related assets | $2,388,441,000 | 166 |
| Managed Assets ($) | $2,260,609,000 | 127 |
| Non-managed Assets ($) | $127,832,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,269,000 | 151 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,579,000 | 162 |
| Number of Managed Accounts | $1,509,000 | 136 |
| Number of Non-Managed Accounts | $70,000 | 223 |
| Total fiduciary and related assets | $2,232,514,000 | 167 |
| Managed Assets ($) | $2,142,650,000 | 130 |
| Non-managed Assets ($) | $89,864,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,909,000 | 148 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 164 |
| Number of Managed Accounts | $1,523,000 | 138 |
| Number of Non-Managed Accounts | $70,000 | 249 |
| Total fiduciary and related assets | $2,275,830,000 | 163 |
| Managed Assets ($) | $2,193,158,000 | 123 |
| Non-managed Assets ($) | $82,672,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,583,000 | 147 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 170 |
| Number of Managed Accounts | $1,496,000 | 143 |
| Number of Non-Managed Accounts | $88,000 | 209 |
| Total fiduciary and related assets | $2,147,734,000 | 173 |
| Managed Assets ($) | $2,067,854,000 | 134 |
| Non-managed Assets ($) | $79,880,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,225,000 | 154 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,575,000 | 174 |
| Number of Managed Accounts | $1,481,000 | 147 |
| Number of Non-Managed Accounts | $94,000 | 270 |
| Total fiduciary and related assets | $2,027,033,000 | 176 |
| Managed Assets ($) | $1,946,860,000 | 136 |
| Non-managed Assets ($) | $80,173,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,250,000 | 158 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,590,000 | 172 |
| Number of Managed Accounts | $1,488,000 | 147 |
| Number of Non-Managed Accounts | $102,000 | 200 |
| Total fiduciary and related assets | $1,927,200,000 | 175 |
| Managed Assets ($) | $1,859,197,000 | 134 |
| Non-managed Assets ($) | $68,003,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,752,000 | 166 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,574,000 | 154 |
| Number of Managed Accounts | $1,471,000 | 135 |
| Number of Non-Managed Accounts | $103,000 | 191 |
| Total fiduciary and related assets | $1,936,471,000 | 145 |
| Managed Assets ($) | $1,864,131,000 | 117 |
| Non-managed Assets ($) | $72,340,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,578,000 | 138 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 153 |
| Number of Managed Accounts | $1,482,000 | 135 |
| Number of Non-Managed Accounts | $102,000 | 179 |
| Total fiduciary and related assets | $2,071,126,000 | 150 |
| Managed Assets ($) | $2,001,640,000 | 121 |
| Non-managed Assets ($) | $69,486,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,703,000 | 149 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,583,000 | 157 |
| Number of Managed Accounts | $1,485,000 | 136 |
| Number of Non-Managed Accounts | $98,000 | 246 |
| Total fiduciary and related assets | $2,143,692,000 | 151 |
| Managed Assets ($) | $2,084,775,000 | 116 |
| Non-managed Assets ($) | $58,917,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,278,000 | 155 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,637,000 | 152 |
| Number of Managed Accounts | $1,538,000 | 132 |
| Number of Non-Managed Accounts | $99,000 | 183 |
| Total fiduciary and related assets | $2,093,396,000 | 152 |
| Managed Assets ($) | $2,036,518,000 | 120 |
| Non-managed Assets ($) | $56,878,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,580,000 | 156 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,656,000 | 152 |
| Number of Managed Accounts | $1,563,000 | 133 |
| Number of Non-Managed Accounts | $93,000 | 199 |
| Total fiduciary and related assets | $2,073,667,000 | 153 |
| Managed Assets ($) | $2,024,171,000 | 121 |
| Non-managed Assets ($) | $49,496,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,113,000 | 152 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,657,000 | 151 |
| Number of Managed Accounts | $1,568,000 | 132 |
| Number of Non-Managed Accounts | $89,000 | 192 |
| Total fiduciary and related assets | $2,136,610,000 | 147 |
| Managed Assets ($) | $2,092,200,000 | 115 |
| Non-managed Assets ($) | $44,410,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,837,000 | 140 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,656,000 | 154 |
| Number of Managed Accounts | $1,556,000 | 134 |
| Number of Non-Managed Accounts | $100,000 | 252 |
| Total fiduciary and related assets | $2,368,109,000 | 135 |
| Managed Assets ($) | $2,034,416,000 | 114 |
| Non-managed Assets ($) | $333,693,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,598,000 | 147 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,648,000 | 153 |
| Number of Managed Accounts | $1,547,000 | 133 |
| Number of Non-Managed Accounts | $101,000 | 184 |
| Total fiduciary and related assets | $2,229,344,000 | 134 |
| Managed Assets ($) | $1,932,572,000 | 112 |
| Non-managed Assets ($) | $296,772,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,406,000 | 139 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 153 |
| Number of Managed Accounts | $1,551,000 | 134 |
| Number of Non-Managed Accounts | $93,000 | 207 |
| Total fiduciary and related assets | $2,177,860,000 | 135 |
| Managed Assets ($) | $1,894,267,000 | 113 |
| Non-managed Assets ($) | $283,593,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,904,000 | 141 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 153 |
| Number of Managed Accounts | $1,563,000 | 133 |
| Number of Non-Managed Accounts | $79,000 | 207 |
| Total fiduciary and related assets | $2,075,366,000 | 132 |
| Managed Assets ($) | $1,802,055,000 | 109 |
| Non-managed Assets ($) | $273,311,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,662,000 | 138 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,632,000 | 158 |
| Number of Managed Accounts | $1,551,000 | 137 |
| Number of Non-Managed Accounts | $81,000 | 294 |
| Total fiduciary and related assets | $2,191,853,000 | 135 |
| Managed Assets ($) | $1,930,590,000 | 115 |
| Non-managed Assets ($) | $261,263,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,227,000 | 139 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,659,000 | 153 |
| Number of Managed Accounts | $1,578,000 | 133 |
| Number of Non-Managed Accounts | $81,000 | 201 |
| Total fiduciary and related assets | $2,156,507,000 | 133 |
| Managed Assets ($) | $1,896,534,000 | 114 |
| Non-managed Assets ($) | $259,973,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,645,000 | 141 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,652,000 | 153 |
| Number of Managed Accounts | $1,568,000 | 133 |
| Number of Non-Managed Accounts | $84,000 | 208 |
| Total fiduciary and related assets | $2,127,986,000 | 134 |
| Managed Assets ($) | $1,868,473,000 | 115 |
| Non-managed Assets ($) | $259,513,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,153,000 | 140 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,657,000 | 154 |
| Number of Managed Accounts | $1,571,000 | 132 |
| Number of Non-Managed Accounts | $86,000 | 206 |
| Total fiduciary and related assets | $2,139,252,000 | 130 |
| Managed Assets ($) | $1,877,778,000 | 112 |
| Non-managed Assets ($) | $261,474,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,595,000 | 137 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,666,000 | 154 |
| Number of Managed Accounts | $1,578,000 | 127 |
| Number of Non-Managed Accounts | $88,000 | 281 |
| Total fiduciary and related assets | $1,970,536,000 | 132 |
| Managed Assets ($) | $1,708,381,000 | 116 |
| Non-managed Assets ($) | $262,155,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,178,000 | 139 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,658,000 | 149 |
| Number of Managed Accounts | $1,570,000 | 127 |
| Number of Non-Managed Accounts | $88,000 | 207 |
| Total fiduciary and related assets | $2,069,287,000 | 130 |
| Managed Assets ($) | $1,810,858,000 | 114 |
| Non-managed Assets ($) | $258,429,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,671,000 | 139 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,710,000 | 148 |
| Number of Managed Accounts | $1,562,000 | 126 |
| Number of Non-Managed Accounts | $148,000 | 168 |
| Total fiduciary and related assets | $2,113,044,000 | 127 |
| Managed Assets ($) | $1,758,503,000 | 116 |
| Non-managed Assets ($) | $354,541,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,979,000 | 140 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,698,000 | 151 |
| Number of Managed Accounts | $1,562,000 | 124 |
| Number of Non-Managed Accounts | $136,000 | 178 |
| Total fiduciary and related assets | $2,075,338,000 | 130 |
| Managed Assets ($) | $1,751,111,000 | 115 |
| Non-managed Assets ($) | $324,227,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,728,000 | 134 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,684,000 | 152 |
| Number of Managed Accounts | $1,555,000 | 123 |
| Number of Non-Managed Accounts | $129,000 | 235 |
| Total fiduciary and related assets | $2,047,151,000 | 131 |
| Managed Assets ($) | $1,754,951,000 | 114 |
| Non-managed Assets ($) | $292,200,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,200,000 | 141 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,662,000 | 150 |
| Number of Managed Accounts | $1,529,000 | 128 |
| Number of Non-Managed Accounts | $133,000 | 178 |
| Total fiduciary and related assets | $1,996,842,000 | 130 |
| Managed Assets ($) | $1,697,478,000 | 115 |
| Non-managed Assets ($) | $299,364,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,466,000 | 147 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,667,000 | 146 |
| Number of Managed Accounts | $1,534,000 | 123 |
| Number of Non-Managed Accounts | $133,000 | 175 |
| Total fiduciary and related assets | $1,972,940,000 | 126 |
| Managed Assets ($) | $1,681,664,000 | 111 |
| Non-managed Assets ($) | $291,276,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,426,000 | 142 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,651,000 | 143 |
| Number of Managed Accounts | $1,540,000 | 121 |
| Number of Non-Managed Accounts | $111,000 | 188 |
| Total fiduciary and related assets | $1,995,481,000 | 125 |
| Managed Assets ($) | $1,716,874,000 | 108 |
| Non-managed Assets ($) | $278,607,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,155,000 | 144 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,641,000 | 144 |
| Number of Managed Accounts | $1,533,000 | 119 |
| Number of Non-Managed Accounts | $108,000 | 260 |
| Total fiduciary and related assets | $1,953,046,000 | 126 |
| Managed Assets ($) | $1,682,393,000 | 107 |
| Non-managed Assets ($) | $270,653,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,120,000 | 148 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,646,000 | 138 |
| Number of Managed Accounts | $1,537,000 | 117 |
| Number of Non-Managed Accounts | $109,000 | 190 |
| Total fiduciary and related assets | $1,831,306,000 | 129 |
| Managed Assets ($) | $1,569,299,000 | 110 |
| Non-managed Assets ($) | $262,007,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,640,000 | 151 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,641,000 | 140 |
| Number of Managed Accounts | $1,535,000 | 116 |
| Number of Non-Managed Accounts | $106,000 | 195 |
| Total fiduciary and related assets | $1,705,616,000 | 133 |
| Managed Assets ($) | $1,473,570,000 | 114 |
| Non-managed Assets ($) | $232,046,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,789,000 | 152 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,643,000 | 141 |
| Number of Managed Accounts | $1,533,000 | 118 |
| Number of Non-Managed Accounts | $110,000 | 195 |
| Total fiduciary and related assets | $1,702,170,000 | 132 |
| Managed Assets ($) | $1,631,601,000 | 107 |
| Non-managed Assets ($) | $70,569,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,027,000 | 138 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,572,000 | 153 |
| Number of Managed Accounts | $1,505,000 | 122 |
| Number of Non-Managed Accounts | $67,000 | 367 |
| Total fiduciary and related assets | $1,558,489,000 | 138 |
| Managed Assets ($) | $1,497,913,000 | 111 |
| Non-managed Assets ($) | $60,576,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,029,000 | 147 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,568,000 | 148 |
| Number of Managed Accounts | $1,499,000 | 119 |
| Number of Non-Managed Accounts | $69,000 | 233 |
| Total fiduciary and related assets | $1,538,633,000 | 139 |
| Managed Assets ($) | $1,483,842,000 | 113 |
| Non-managed Assets ($) | $54,791,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,042,000 | 149 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,562,000 | 148 |
| Number of Managed Accounts | $1,498,000 | 120 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $1,502,949,000 | 143 |
| Managed Assets ($) | $1,449,793,000 | 115 |
| Non-managed Assets ($) | $53,156,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,056,000 | 151 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,563,000 | 148 |
| Number of Managed Accounts | $1,497,000 | 120 |
| Number of Non-Managed Accounts | $66,000 | 246 |
| Total fiduciary and related assets | $1,573,362,000 | 142 |
| Managed Assets ($) | $1,520,959,000 | 111 |
| Non-managed Assets ($) | $52,403,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,009,000 | 149 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,586,000 | 146 |
| Number of Managed Accounts | $1,513,000 | 116 |
| Number of Non-Managed Accounts | $73,000 | 363 |
| Total fiduciary and related assets | $1,475,563,000 | 144 |
| Managed Assets ($) | $1,426,306,000 | 113 |
| Non-managed Assets ($) | $49,257,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,108,000 | 144 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,584,000 | 144 |
| Number of Managed Accounts | $1,522,000 | 115 |
| Number of Non-Managed Accounts | $62,000 | 254 |
| Total fiduciary and related assets | $1,506,668,000 | 142 |
| Managed Assets ($) | $1,462,827,000 | 112 |
| Non-managed Assets ($) | $43,841,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,943,000 | 145 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,595,000 | 141 |
| Number of Managed Accounts | $1,532,000 | 111 |
| Number of Non-Managed Accounts | $63,000 | 249 |
| Total fiduciary and related assets | $1,527,990,000 | 139 |
| Managed Assets ($) | $1,484,243,000 | 109 |
| Non-managed Assets ($) | $43,747,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,844,000 | 148 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,648,000 | 137 |
| Number of Managed Accounts | $1,549,000 | 110 |
| Number of Non-Managed Accounts | $99,000 | 208 |
| Total fiduciary and related assets | $1,542,655,000 | 134 |
| Managed Assets ($) | $1,479,283,000 | 107 |
| Non-managed Assets ($) | $63,372,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,800,000 | 152 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,667,000 | 140 |
| Number of Managed Accounts | $1,556,000 | 110 |
| Number of Non-Managed Accounts | $111,000 | 291 |
| Total fiduciary and related assets | $1,540,163,000 | 137 |
| Managed Assets ($) | $1,488,253,000 | 108 |
| Non-managed Assets ($) | $51,910,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,355,000 | 198 |
| 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 | $843,000 | 232 |
| Number of Managed Accounts | $809,000 | 187 |
| Number of Non-Managed Accounts | $34,000 | 288 |
| Total fiduciary and related assets | $927,102,000 | 175 |
| Managed Assets ($) | $902,616,000 | 137 |
| Non-managed Assets ($) | $24,486,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,813,000 | 224 |
| 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 | $862,000 | 226 |
| Number of Managed Accounts | $826,000 | 181 |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Total fiduciary and related assets | $920,392,000 | 170 |
| Managed Assets ($) | $896,577,000 | 132 |
| Non-managed Assets ($) | $23,815,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,912,000 | 215 |
| 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 | $868,000 | 228 |
| Number of Managed Accounts | $831,000 | 181 |
| Number of Non-Managed Accounts | $37,000 | 290 |
| Total fiduciary and related assets | $936,863,000 | 172 |
| Managed Assets ($) | $910,247,000 | 132 |
| Non-managed Assets ($) | $26,616,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,017,000 | 205 |
| 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 | $881,000 | 238 |
| Number of Managed Accounts | $840,000 | 182 |
| Number of Non-Managed Accounts | $41,000 | 521 |
| Total fiduciary and related assets | $923,247,000 | 168 |
| Managed Assets ($) | $895,784,000 | 129 |
| Non-managed Assets ($) | $27,463,000 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,746,000 | 333 |
| 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 | $846,000 | 230 |
| Number of Managed Accounts | $798,000 | 187 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $920,338,000 | 165 |
| Managed Assets ($) | $887,279,000 | 131 |
| Non-managed Assets ($) | $33,059,000 | 294 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 425 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,545 |
| Fiduciary or related activity | $0 | 1,466 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,262 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,544 |
| Fiduciary or related activity | $0 | 1,466 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,204 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,550 |
| Fiduciary or related activity | $0 | 1,476 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,466 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $0 | 1,461 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,311 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,576 |
| Fiduciary or related activity | $0 | 1,500 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,257 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,239 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,199 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,319 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,653 |
| Fiduciary or related activity | $0 | 1,572 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,300 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,664 |
| Fiduciary or related activity | $0 | 1,585 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,246 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,675 |
| Fiduciary or related activity | $0 | 1,593 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $0 | 1,581 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000 | 1,138 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,000 | 1,116 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000 | 1,124 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,122 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000 | 1,184 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,000 | 1,170 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000 | 1,200 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,170 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,156 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,088 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,043 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 979 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,179 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,113 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 1,076 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,000 | 994 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,000 | 1,109 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,000 | 1,049 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,000 | 1,002 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,000 | 894 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,536 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,478 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000 | 1,443 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 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 | $76,000 | 1,035 |
| Number of Managed Accounts | $50,000 | 969 |
| Number of Non-Managed Accounts | $26,000 | 793 |
| Total fiduciary and related assets | $22,436,000 | 988 |
| Managed Assets ($) | $19,930,000 | 906 |
| Non-managed Assets ($) | $2,506,000 | 937 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,000 | 772 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 767 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,000 | 772 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,000 | 757 |
| 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 | $147,000 | 817 |
| Number of Managed Accounts | $44,000 | 1,040 |
| Number of Non-Managed Accounts | $103,000 | 419 |
| Total fiduciary and related assets | $46,375,000 | 794 |
| Managed Assets ($) | $30,178,000 | 795 |
| Non-managed Assets ($) | $16,197,000 | 554 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 715 |
| 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 | $194,000 | 691 |
| Number of Managed Accounts | $49,000 | 988 |
| Number of Non-Managed Accounts | $145,000 | 338 |
| Total fiduciary and related assets | $60,100,000 | 686 |
| Managed Assets ($) | $31,262,000 | 764 |
| Non-managed Assets ($) | $28,838,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $273,000 | 750 |
| 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 | $274,000 | 739 |
| 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 | $64,000 | 1,060 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |