Home > Amarillo National Bank > Fiduciary and Related Services
Amarillo National Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $2,072,000 | 136 |
| Number of Managed Accounts | $1,781,000 | 124 |
| Number of Non-Managed Accounts | $291,000 | 112 |
| Total fiduciary and related assets | $4,809,802,000 | 119 |
| Managed Assets ($) | $2,645,304,000 | 124 |
| Non-managed Assets ($) | $2,164,498,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,361,000 | 134 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,078,000 | 136 |
| Number of Managed Accounts | $1,783,000 | 122 |
| Number of Non-Managed Accounts | $295,000 | 123 |
| Total fiduciary and related assets | $4,882,383,000 | 114 |
| Managed Assets ($) | $2,693,039,000 | 125 |
| Non-managed Assets ($) | $2,189,344,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,027,000 | 124 |
| 2024-09-30 | 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 | $2,106,000 | 132 |
| Number of Managed Accounts | $1,807,000 | 120 |
| Number of Non-Managed Accounts | $299,000 | 109 |
| Total fiduciary and related assets | $4,921,853,000 | 115 |
| Managed Assets ($) | $2,665,690,000 | 126 |
| Non-managed Assets ($) | $2,256,163,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,586,000 | 127 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,103,000 | 133 |
| Number of Managed Accounts | $1,807,000 | 120 |
| Number of Non-Managed Accounts | $296,000 | 115 |
| Total fiduciary and related assets | $4,776,971,000 | 115 |
| Managed Assets ($) | $2,551,867,000 | 127 |
| Non-managed Assets ($) | $2,225,104,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,339,000 | 137 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,107,000 | 135 |
| Number of Managed Accounts | $1,812,000 | 121 |
| Number of Non-Managed Accounts | $295,000 | 108 |
| Total fiduciary and related assets | $4,910,165,000 | 116 |
| Managed Assets ($) | $2,531,724,000 | 127 |
| Non-managed Assets ($) | $2,378,441,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,262,000 | 118 |
| 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 | $2,076,000 | 135 |
| Number of Managed Accounts | $1,782,000 | 119 |
| Number of Non-Managed Accounts | $294,000 | 126 |
| Total fiduciary and related assets | $4,684,344,000 | 113 |
| Managed Assets ($) | $2,439,776,000 | 122 |
| Non-managed Assets ($) | $2,244,568,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,125,000 | 120 |
| 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 | $2,073,000 | 129 |
| Number of Managed Accounts | $1,786,000 | 115 |
| Number of Non-Managed Accounts | $287,000 | 111 |
| Total fiduciary and related assets | $4,374,354,000 | 116 |
| Managed Assets ($) | $2,295,190,000 | 123 |
| Non-managed Assets ($) | $2,079,164,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,278,000 | 120 |
| 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 | $2,058,000 | 132 |
| Number of Managed Accounts | $1,772,000 | 117 |
| Number of Non-Managed Accounts | $286,000 | 119 |
| Total fiduciary and related assets | $4,497,998,000 | 112 |
| Managed Assets ($) | $2,317,215,000 | 120 |
| Non-managed Assets ($) | $2,180,783,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,129,000 | 120 |
| 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 | $2,069,000 | 141 |
| Number of Managed Accounts | $1,779,000 | 123 |
| Number of Non-Managed Accounts | $290,000 | 117 |
| Total fiduciary and related assets | $4,447,375,000 | 117 |
| Managed Assets ($) | $2,333,471,000 | 126 |
| Non-managed Assets ($) | $2,113,904,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,619,000 | 126 |
| 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 | $2,067,000 | 141 |
| Number of Managed Accounts | $1,774,000 | 128 |
| Number of Non-Managed Accounts | $293,000 | 130 |
| Total fiduciary and related assets | $4,300,314,000 | 118 |
| Managed Assets ($) | $2,228,519,000 | 127 |
| Non-managed Assets ($) | $2,071,795,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,858,000 | 123 |
| 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 | $2,080,000 | 137 |
| Number of Managed Accounts | $1,788,000 | 126 |
| Number of Non-Managed Accounts | $292,000 | 119 |
| Total fiduciary and related assets | $3,780,102,000 | 124 |
| Managed Assets ($) | $2,169,253,000 | 125 |
| Non-managed Assets ($) | $1,610,849,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,097,000 | 125 |
| 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 | $2,096,000 | 121 |
| Number of Managed Accounts | $1,798,000 | 115 |
| Number of Non-Managed Accounts | $298,000 | 106 |
| Total fiduciary and related assets | $3,940,179,000 | 102 |
| Managed Assets ($) | $2,193,813,000 | 104 |
| Non-managed Assets ($) | $1,746,366,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,475,000 | 105 |
| 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 | $2,097,000 | 122 |
| Number of Managed Accounts | $1,798,000 | 116 |
| Number of Non-Managed Accounts | $299,000 | 105 |
| Total fiduciary and related assets | $4,101,139,000 | 106 |
| Managed Assets ($) | $2,380,080,000 | 106 |
| Non-managed Assets ($) | $1,721,059,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,845,000 | 105 |
| 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 | $2,068,000 | 127 |
| Number of Managed Accounts | $1,757,000 | 120 |
| Number of Non-Managed Accounts | $311,000 | 115 |
| Total fiduciary and related assets | $3,802,875,000 | 113 |
| Managed Assets ($) | $2,413,845,000 | 105 |
| Non-managed Assets ($) | $1,389,030,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,247,000 | 107 |
| 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 | $2,036,000 | 127 |
| Number of Managed Accounts | $1,717,000 | 125 |
| Number of Non-Managed Accounts | $319,000 | 101 |
| Total fiduciary and related assets | $3,635,965,000 | 115 |
| Managed Assets ($) | $2,297,286,000 | 111 |
| Non-managed Assets ($) | $1,338,679,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,318,000 | 108 |
| 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 | $2,023,000 | 129 |
| Number of Managed Accounts | $1,696,000 | 129 |
| Number of Non-Managed Accounts | $327,000 | 101 |
| Total fiduciary and related assets | $3,419,771,000 | 115 |
| Managed Assets ($) | $2,188,105,000 | 112 |
| Non-managed Assets ($) | $1,231,666,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,580,000 | 109 |
| 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 | $2,003,000 | 130 |
| Number of Managed Accounts | $1,680,000 | 129 |
| Number of Non-Managed Accounts | $323,000 | 100 |
| Total fiduciary and related assets | $3,266,709,000 | 115 |
| Managed Assets ($) | $2,096,318,000 | 114 |
| Non-managed Assets ($) | $1,170,391,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,150,000 | 111 |
| 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 | $1,960,000 | 134 |
| Number of Managed Accounts | $1,632,000 | 132 |
| Number of Non-Managed Accounts | $328,000 | 115 |
| Total fiduciary and related assets | $3,132,473,000 | 119 |
| Managed Assets ($) | $1,990,030,000 | 118 |
| Non-managed Assets ($) | $1,142,443,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,800,000 | 113 |
| 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 | $1,930,000 | 133 |
| Number of Managed Accounts | $1,597,000 | 130 |
| Number of Non-Managed Accounts | $333,000 | 101 |
| Total fiduciary and related assets | $2,806,619,000 | 116 |
| Managed Assets ($) | $1,758,053,000 | 120 |
| Non-managed Assets ($) | $1,048,566,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,796,000 | 112 |
| 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 | $1,899,000 | 137 |
| Number of Managed Accounts | $1,568,000 | 133 |
| Number of Non-Managed Accounts | $331,000 | 107 |
| Total fiduciary and related assets | $2,723,843,000 | 115 |
| Managed Assets ($) | $1,690,984,000 | 121 |
| Non-managed Assets ($) | $1,032,859,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,276,000 | 112 |
| 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 | $1,919,000 | 134 |
| Number of Managed Accounts | $1,574,000 | 132 |
| Number of Non-Managed Accounts | $345,000 | 102 |
| Total fiduciary and related assets | $2,431,222,000 | 118 |
| Managed Assets ($) | $1,551,065,000 | 118 |
| Non-managed Assets ($) | $880,157,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,904,000 | 113 |
| 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 | $1,786,000 | 150 |
| Number of Managed Accounts | $1,509,000 | 139 |
| Number of Non-Managed Accounts | $277,000 | 130 |
| Total fiduciary and related assets | $2,585,151,000 | 122 |
| Managed Assets ($) | $1,701,217,000 | 122 |
| Non-managed Assets ($) | $883,934,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,184,000 | 111 |
| 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 | $1,924,000 | 137 |
| Number of Managed Accounts | $1,575,000 | 135 |
| Number of Non-Managed Accounts | $349,000 | 100 |
| Total fiduciary and related assets | $3,418,136,000 | 104 |
| Managed Assets ($) | $2,430,563,000 | 99 |
| Non-managed Assets ($) | $987,573,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,048,000 | 113 |
| 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 | $1,864,000 | 142 |
| Number of Managed Accounts | $1,554,000 | 135 |
| Number of Non-Managed Accounts | $310,000 | 111 |
| Total fiduciary and related assets | $3,376,430,000 | 105 |
| Managed Assets ($) | $2,418,422,000 | 96 |
| Non-managed Assets ($) | $958,008,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,295,000 | 114 |
| 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 | $1,856,000 | 143 |
| Number of Managed Accounts | $1,566,000 | 133 |
| Number of Non-Managed Accounts | $290,000 | 114 |
| Total fiduciary and related assets | $3,182,689,000 | 106 |
| Managed Assets ($) | $2,384,066,000 | 97 |
| Non-managed Assets ($) | $798,623,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,584,000 | 115 |
| 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 | $1,768,000 | 147 |
| Number of Managed Accounts | $1,475,000 | 134 |
| Number of Non-Managed Accounts | $293,000 | 134 |
| Total fiduciary and related assets | $2,216,426,000 | 121 |
| Managed Assets ($) | $1,497,272,000 | 121 |
| Non-managed Assets ($) | $719,154,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,931,000 | 121 |
| 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 | $1,778,000 | 143 |
| Number of Managed Accounts | $1,475,000 | 131 |
| Number of Non-Managed Accounts | $303,000 | 113 |
| Total fiduciary and related assets | $2,420,394,000 | 120 |
| Managed Assets ($) | $1,605,341,000 | 122 |
| Non-managed Assets ($) | $815,053,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,653,000 | 122 |
| 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 | $1,768,000 | 143 |
| Number of Managed Accounts | $1,459,000 | 133 |
| Number of Non-Managed Accounts | $309,000 | 110 |
| Total fiduciary and related assets | $2,332,203,000 | 121 |
| Managed Assets ($) | $1,533,442,000 | 123 |
| Non-managed Assets ($) | $798,761,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,482,000 | 120 |
| 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 | $1,769,000 | 144 |
| Number of Managed Accounts | $1,453,000 | 132 |
| Number of Non-Managed Accounts | $316,000 | 111 |
| Total fiduciary and related assets | $2,379,374,000 | 119 |
| Managed Assets ($) | $1,578,207,000 | 119 |
| Non-managed Assets ($) | $801,167,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,288,000 | 119 |
| 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 | $1,739,000 | 147 |
| Number of Managed Accounts | $1,427,000 | 137 |
| Number of Non-Managed Accounts | $312,000 | 126 |
| Total fiduciary and related assets | $2,375,694,000 | 118 |
| Managed Assets ($) | $1,589,452,000 | 121 |
| Non-managed Assets ($) | $786,242,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,826,000 | 119 |
| 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 | $1,717,000 | 147 |
| Number of Managed Accounts | $1,406,000 | 136 |
| Number of Non-Managed Accounts | $311,000 | 112 |
| Total fiduciary and related assets | $2,373,209,000 | 115 |
| Managed Assets ($) | $1,616,116,000 | 116 |
| Non-managed Assets ($) | $757,093,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,685,000 | 119 |
| 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 | $1,714,000 | 144 |
| Number of Managed Accounts | $1,402,000 | 134 |
| Number of Non-Managed Accounts | $312,000 | 108 |
| Total fiduciary and related assets | $2,315,491,000 | 117 |
| Managed Assets ($) | $1,576,002,000 | 116 |
| Non-managed Assets ($) | $739,489,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,777,000 | 119 |
| 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 | $1,704,000 | 139 |
| Number of Managed Accounts | $1,390,000 | 135 |
| Number of Non-Managed Accounts | $314,000 | 109 |
| Total fiduciary and related assets | $2,312,399,000 | 116 |
| Managed Assets ($) | $1,546,824,000 | 114 |
| Non-managed Assets ($) | $765,575,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,916,000 | 117 |
| 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 | $1,688,000 | 140 |
| Number of Managed Accounts | $1,374,000 | 140 |
| Number of Non-Managed Accounts | $314,000 | 125 |
| Total fiduciary and related assets | $2,265,617,000 | 116 |
| Managed Assets ($) | $1,532,042,000 | 113 |
| Non-managed Assets ($) | $733,575,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,823,000 | 119 |
| 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 | $1,688,000 | 136 |
| Number of Managed Accounts | $1,376,000 | 135 |
| Number of Non-Managed Accounts | $312,000 | 112 |
| Total fiduciary and related assets | $2,261,916,000 | 114 |
| Managed Assets ($) | $1,534,148,000 | 111 |
| Non-managed Assets ($) | $727,768,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,895,000 | 119 |
| 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 | $1,695,000 | 134 |
| Number of Managed Accounts | $1,367,000 | 134 |
| Number of Non-Managed Accounts | $328,000 | 109 |
| Total fiduciary and related assets | $2,223,434,000 | 114 |
| Managed Assets ($) | $1,517,188,000 | 110 |
| Non-managed Assets ($) | $706,246,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,211,000 | 120 |
| 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 | $1,694,000 | 137 |
| Number of Managed Accounts | $1,362,000 | 136 |
| Number of Non-Managed Accounts | $332,000 | 108 |
| Total fiduciary and related assets | $2,201,551,000 | 114 |
| Managed Assets ($) | $1,500,873,000 | 113 |
| Non-managed Assets ($) | $700,678,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,645,000 | 120 |
| 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 | $1,676,000 | 139 |
| Number of Managed Accounts | $1,371,000 | 132 |
| Number of Non-Managed Accounts | $305,000 | 129 |
| Total fiduciary and related assets | $2,176,412,000 | 114 |
| Managed Assets ($) | $1,479,596,000 | 113 |
| Non-managed Assets ($) | $696,816,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,388,000 | 115 |
| 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 | $1,676,000 | 138 |
| Number of Managed Accounts | $1,366,000 | 127 |
| Number of Non-Managed Accounts | $310,000 | 115 |
| Total fiduciary and related assets | $2,316,929,000 | 111 |
| Managed Assets ($) | $1,635,425,000 | 102 |
| Non-managed Assets ($) | $681,504,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,481,000 | 115 |
| 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 | $1,667,000 | 141 |
| Number of Managed Accounts | $1,353,000 | 133 |
| Number of Non-Managed Accounts | $314,000 | 114 |
| Total fiduciary and related assets | $2,249,968,000 | 115 |
| Managed Assets ($) | $1,527,845,000 | 114 |
| Non-managed Assets ($) | $722,123,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,713,000 | 117 |
| 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 | $1,671,000 | 140 |
| Number of Managed Accounts | $1,348,000 | 130 |
| Number of Non-Managed Accounts | $323,000 | 118 |
| Total fiduciary and related assets | $2,262,452,000 | 115 |
| Managed Assets ($) | $1,536,051,000 | 110 |
| Non-managed Assets ($) | $726,401,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,897,000 | 115 |
| 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 | $1,676,000 | 139 |
| Number of Managed Accounts | $1,354,000 | 129 |
| Number of Non-Managed Accounts | $322,000 | 134 |
| Total fiduciary and related assets | $2,228,804,000 | 116 |
| Managed Assets ($) | $1,520,249,000 | 109 |
| Non-managed Assets ($) | $708,555,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,648,000 | 109 |
| 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 | $1,685,000 | 134 |
| Number of Managed Accounts | $1,359,000 | 126 |
| Number of Non-Managed Accounts | $326,000 | 113 |
| Total fiduciary and related assets | $2,202,015,000 | 113 |
| Managed Assets ($) | $1,505,821,000 | 108 |
| Non-managed Assets ($) | $696,194,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,419,000 | 107 |
| 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 | $1,689,000 | 131 |
| Number of Managed Accounts | $1,361,000 | 126 |
| Number of Non-Managed Accounts | $328,000 | 114 |
| Total fiduciary and related assets | $2,209,496,000 | 114 |
| Managed Assets ($) | $1,501,794,000 | 107 |
| Non-managed Assets ($) | $707,702,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,844,000 | 109 |
| 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 | $1,703,000 | 129 |
| Number of Managed Accounts | $1,371,000 | 125 |
| Number of Non-Managed Accounts | $332,000 | 119 |
| Total fiduciary and related assets | $2,120,763,000 | 116 |
| Managed Assets ($) | $1,435,525,000 | 109 |
| Non-managed Assets ($) | $685,238,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,996,000 | 108 |
| 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 | $1,694,000 | 138 |
| Number of Managed Accounts | $1,361,000 | 125 |
| Number of Non-Managed Accounts | $333,000 | 136 |
| Total fiduciary and related assets | $2,076,710,000 | 117 |
| Managed Assets ($) | $1,345,888,000 | 114 |
| Non-managed Assets ($) | $730,822,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,440,000 | 110 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,684,000 | 132 |
| Number of Managed Accounts | $1,355,000 | 119 |
| Number of Non-Managed Accounts | $329,000 | 115 |
| Total fiduciary and related assets | $1,941,687,000 | 118 |
| Managed Assets ($) | $1,295,991,000 | 110 |
| Non-managed Assets ($) | $645,696,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,410,000 | 109 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,709,000 | 129 |
| Number of Managed Accounts | $1,375,000 | 117 |
| Number of Non-Managed Accounts | $334,000 | 115 |
| Total fiduciary and related assets | $1,909,861,000 | 119 |
| Managed Assets ($) | $1,295,351,000 | 108 |
| Non-managed Assets ($) | $614,510,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,660,000 | 108 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,727,000 | 130 |
| Number of Managed Accounts | $1,386,000 | 116 |
| Number of Non-Managed Accounts | $341,000 | 118 |
| Total fiduciary and related assets | $1,926,141,000 | 119 |
| Managed Assets ($) | $1,311,681,000 | 110 |
| Non-managed Assets ($) | $614,460,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,049,000 | 102 |
| 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 | $1,729,000 | 135 |
| Number of Managed Accounts | $1,387,000 | 117 |
| Number of Non-Managed Accounts | $342,000 | 144 |
| Total fiduciary and related assets | $1,970,595,000 | 114 |
| Managed Assets ($) | $1,269,064,000 | 109 |
| Non-managed Assets ($) | $701,531,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,937,000 | 109 |
| 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 | $1,709,000 | 127 |
| Number of Managed Accounts | $1,364,000 | 114 |
| Number of Non-Managed Accounts | $345,000 | 115 |
| Total fiduciary and related assets | $1,933,125,000 | 114 |
| Managed Assets ($) | $1,231,467,000 | 111 |
| Non-managed Assets ($) | $701,658,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,260,000 | 110 |
| 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 | $1,685,000 | 128 |
| Number of Managed Accounts | $1,338,000 | 116 |
| Number of Non-Managed Accounts | $347,000 | 116 |
| Total fiduciary and related assets | $1,861,460,000 | 115 |
| Managed Assets ($) | $1,190,150,000 | 110 |
| Non-managed Assets ($) | $671,310,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,771,000 | 111 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,697,000 | 131 |
| Number of Managed Accounts | $1,344,000 | 116 |
| Number of Non-Managed Accounts | $353,000 | 114 |
| Total fiduciary and related assets | $1,880,845,000 | 116 |
| Managed Assets ($) | $1,195,317,000 | 111 |
| Non-managed Assets ($) | $685,528,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,418,000 | 114 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,743,000 | 130 |
| Number of Managed Accounts | $1,357,000 | 117 |
| Number of Non-Managed Accounts | $386,000 | 132 |
| Total fiduciary and related assets | $1,750,861,000 | 115 |
| Managed Assets ($) | $1,118,409,000 | 113 |
| Non-managed Assets ($) | $632,452,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,537,000 | 98 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,746,000 | 123 |
| Number of Managed Accounts | $1,354,000 | 117 |
| Number of Non-Managed Accounts | $392,000 | 109 |
| Total fiduciary and related assets | $1,703,039,000 | 117 |
| Managed Assets ($) | $1,099,903,000 | 112 |
| Non-managed Assets ($) | $603,136,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,085,000 | 99 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,754,000 | 124 |
| Number of Managed Accounts | $1,352,000 | 119 |
| Number of Non-Managed Accounts | $402,000 | 112 |
| Total fiduciary and related assets | $1,776,389,000 | 117 |
| Managed Assets ($) | $1,107,408,000 | 119 |
| Non-managed Assets ($) | $668,981,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,691,000 | 99 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,775,000 | 117 |
| Number of Managed Accounts | $1,362,000 | 114 |
| Number of Non-Managed Accounts | $413,000 | 110 |
| Total fiduciary and related assets | $1,780,103,000 | 115 |
| Managed Assets ($) | $1,092,521,000 | 115 |
| Non-managed Assets ($) | $687,582,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,402,000 | 96 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,790,000 | 117 |
| Number of Managed Accounts | $1,373,000 | 115 |
| Number of Non-Managed Accounts | $417,000 | 129 |
| Total fiduciary and related assets | $1,707,170,000 | 116 |
| Managed Assets ($) | $1,057,896,000 | 115 |
| Non-managed Assets ($) | $649,274,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,330,000 | 101 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,789,000 | 110 |
| Number of Managed Accounts | $1,370,000 | 112 |
| Number of Non-Managed Accounts | $419,000 | 113 |
| Total fiduciary and related assets | $1,675,099,000 | 116 |
| Managed Assets ($) | $1,052,119,000 | 111 |
| Non-managed Assets ($) | $622,980,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,026,000 | 103 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,791,000 | 113 |
| Number of Managed Accounts | $1,377,000 | 109 |
| Number of Non-Managed Accounts | $414,000 | 114 |
| Total fiduciary and related assets | $1,590,489,000 | 113 |
| Managed Assets ($) | $1,011,234,000 | 109 |
| Non-managed Assets ($) | $579,255,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,991,000 | 105 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,801,000 | 113 |
| Number of Managed Accounts | $1,390,000 | 110 |
| Number of Non-Managed Accounts | $411,000 | 121 |
| Total fiduciary and related assets | $1,544,835,000 | 123 |
| Managed Assets ($) | $1,019,840,000 | 111 |
| Non-managed Assets ($) | $524,995,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 107 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,869,000 | 121 |
| Number of Managed Accounts | $1,450,000 | 107 |
| Number of Non-Managed Accounts | $419,000 | 145 |
| Total fiduciary and related assets | $1,517,504,000 | 123 |
| Managed Assets ($) | $1,014,060,000 | 112 |
| Non-managed Assets ($) | $503,444,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,963,000 | 114 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,662,000 | 128 |
| Number of Managed Accounts | $1,448,000 | 100 |
| Number of Non-Managed Accounts | $214,000 | 154 |
| Total fiduciary and related assets | $1,378,707,000 | 130 |
| Managed Assets ($) | $1,013,720,000 | 111 |
| Non-managed Assets ($) | $364,987,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,093,000 | 116 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,653,000 | 127 |
| Number of Managed Accounts | $1,432,000 | 107 |
| Number of Non-Managed Accounts | $221,000 | 156 |
| Total fiduciary and related assets | $1,301,986,000 | 131 |
| Managed Assets ($) | $971,965,000 | 113 |
| Non-managed Assets ($) | $330,021,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,290,000 | 120 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,664,000 | 121 |
| Number of Managed Accounts | $1,445,000 | 104 |
| Number of Non-Managed Accounts | $219,000 | 155 |
| Total fiduciary and related assets | $1,235,066,000 | 131 |
| Managed Assets ($) | $938,115,000 | 113 |
| Non-managed Assets ($) | $296,951,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,666,000 | 115 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,623,000 | 141 |
| Number of Managed Accounts | $1,404,000 | 114 |
| Number of Non-Managed Accounts | $219,000 | 216 |
| Total fiduciary and related assets | $1,276,210,000 | 132 |
| Managed Assets ($) | $954,163,000 | 115 |
| Non-managed Assets ($) | $322,047,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,221,000 | 112 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 133 |
| Number of Managed Accounts | $1,376,000 | 114 |
| Number of Non-Managed Accounts | $222,000 | 159 |
| Total fiduciary and related assets | $1,352,353,000 | 135 |
| Managed Assets ($) | $985,137,000 | 116 |
| Non-managed Assets ($) | $367,216,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,098,000 | 116 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,581,000 | 139 |
| Number of Managed Accounts | $1,361,000 | 117 |
| Number of Non-Managed Accounts | $220,000 | 166 |
| Total fiduciary and related assets | $1,396,193,000 | 142 |
| Managed Assets ($) | $984,406,000 | 125 |
| Non-managed Assets ($) | $411,787,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,979,000 | 120 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,563,000 | 140 |
| Number of Managed Accounts | $1,348,000 | 122 |
| Number of Non-Managed Accounts | $215,000 | 168 |
| Total fiduciary and related assets | $1,402,463,000 | 146 |
| Managed Assets ($) | $996,850,000 | 130 |
| Non-managed Assets ($) | $405,613,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,959,000 | 120 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,535,000 | 146 |
| Number of Managed Accounts | $1,326,000 | 126 |
| Number of Non-Managed Accounts | $209,000 | 231 |
| Total fiduciary and related assets | $1,408,156,000 | 145 |
| Managed Assets ($) | $981,138,000 | 134 |
| Non-managed Assets ($) | $427,018,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,666,000 | 121 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,519,000 | 138 |
| Number of Managed Accounts | $1,314,000 | 121 |
| Number of Non-Managed Accounts | $205,000 | 162 |
| Total fiduciary and related assets | $1,389,057,000 | 148 |
| Managed Assets ($) | $977,787,000 | 137 |
| Non-managed Assets ($) | $411,270,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,645,000 | 120 |
| 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 | $1,485,000 | 143 |
| Number of Managed Accounts | $1,289,000 | 125 |
| Number of Non-Managed Accounts | $196,000 | 166 |
| Total fiduciary and related assets | $1,383,910,000 | 154 |
| Managed Assets ($) | $967,871,000 | 140 |
| Non-managed Assets ($) | $416,039,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,621,000 | 129 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,482,000 | 143 |
| Number of Managed Accounts | $1,284,000 | 123 |
| Number of Non-Managed Accounts | $198,000 | 169 |
| Total fiduciary and related assets | $1,337,824,000 | 154 |
| Managed Assets ($) | $944,460,000 | 140 |
| Non-managed Assets ($) | $393,364,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,788,000 | 129 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,468,000 | 153 |
| Number of Managed Accounts | $1,271,000 | 126 |
| Number of Non-Managed Accounts | $197,000 | 238 |
| Total fiduciary and related assets | $1,294,455,000 | 156 |
| Managed Assets ($) | $905,003,000 | 142 |
| Non-managed Assets ($) | $389,452,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,213,000 | 123 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,450,000 | 148 |
| Number of Managed Accounts | $1,254,000 | 129 |
| Number of Non-Managed Accounts | $196,000 | 180 |
| Total fiduciary and related assets | $1,249,750,000 | 161 |
| Managed Assets ($) | $884,963,000 | 146 |
| Non-managed Assets ($) | $364,787,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,418,000 | 129 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,460,000 | 151 |
| Number of Managed Accounts | $1,246,000 | 134 |
| Number of Non-Managed Accounts | $214,000 | 179 |
| Total fiduciary and related assets | $1,248,433,000 | 164 |
| Managed Assets ($) | $867,557,000 | 149 |
| Non-managed Assets ($) | $380,876,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,675,000 | 132 |
| 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 | $1,515,000 | 148 |
| Number of Managed Accounts | $1,293,000 | 133 |
| Number of Non-Managed Accounts | $222,000 | 177 |
| Total fiduciary and related assets | $1,260,776,000 | 164 |
| Managed Assets ($) | $881,274,000 | 146 |
| Non-managed Assets ($) | $379,502,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,898,000 | 125 |
| 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 | $1,491,000 | 157 |
| Number of Managed Accounts | $1,269,000 | 134 |
| Number of Non-Managed Accounts | $222,000 | 232 |
| Total fiduciary and related assets | $1,258,924,000 | 164 |
| Managed Assets ($) | $896,714,000 | 142 |
| Non-managed Assets ($) | $362,210,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,925,000 | 127 |
| 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 | $1,472,000 | 147 |
| Number of Managed Accounts | $1,249,000 | 130 |
| Number of Non-Managed Accounts | $223,000 | 173 |
| Total fiduciary and related assets | $1,292,868,000 | 159 |
| Managed Assets ($) | $910,494,000 | 136 |
| Non-managed Assets ($) | $382,374,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,105,000 | 128 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,366,000 | 155 |
| Number of Managed Accounts | $1,175,000 | 140 |
| Number of Non-Managed Accounts | $191,000 | 191 |
| Total fiduciary and related assets | $1,252,099,000 | 153 |
| Managed Assets ($) | $881,821,000 | 135 |
| Non-managed Assets ($) | $370,278,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,406,000 | 126 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,354,000 | 158 |
| Number of Managed Accounts | $1,205,000 | 134 |
| Number of Non-Managed Accounts | $149,000 | 215 |
| Total fiduciary and related assets | $1,226,650,000 | 165 |
| Managed Assets ($) | $891,014,000 | 136 |
| Non-managed Assets ($) | $335,636,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,770,000 | 126 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,372,000 | 171 |
| Number of Managed Accounts | $1,222,000 | 135 |
| Number of Non-Managed Accounts | $150,000 | 309 |
| Total fiduciary and related assets | $1,238,692,000 | 162 |
| Managed Assets ($) | $904,002,000 | 133 |
| Non-managed Assets ($) | $334,690,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,500,000 | 127 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,371,000 | 160 |
| Number of Managed Accounts | $1,225,000 | 133 |
| Number of Non-Managed Accounts | $146,000 | 223 |
| Total fiduciary and related assets | $1,209,770,000 | 160 |
| Managed Assets ($) | $899,614,000 | 133 |
| Non-managed Assets ($) | $310,156,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,766,000 | 130 |
| 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 | $1,386,000 | 160 |
| Number of Managed Accounts | $1,236,000 | 131 |
| Number of Non-Managed Accounts | $150,000 | 228 |
| Total fiduciary and related assets | $1,212,678,000 | 160 |
| Managed Assets ($) | $908,096,000 | 131 |
| Non-managed Assets ($) | $304,582,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,201,000 | 133 |
| 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 | $1,387,000 | 158 |
| Number of Managed Accounts | $1,243,000 | 133 |
| Number of Non-Managed Accounts | $144,000 | 228 |
| Total fiduciary and related assets | $1,235,345,000 | 159 |
| Managed Assets ($) | $928,861,000 | 127 |
| Non-managed Assets ($) | $306,484,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 132 |
| 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 | $1,390,000 | 170 |
| Number of Managed Accounts | $1,248,000 | 136 |
| Number of Non-Managed Accounts | $142,000 | 340 |
| Total fiduciary and related assets | $1,175,063,000 | 166 |
| Managed Assets ($) | $889,499,000 | 138 |
| Non-managed Assets ($) | $285,564,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,760,000 | 142 |
| 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 | $1,401,000 | 166 |
| Number of Managed Accounts | $1,259,000 | 136 |
| Number of Non-Managed Accounts | $142,000 | 240 |
| Total fiduciary and related assets | $1,138,220,000 | 172 |
| Managed Assets ($) | $870,728,000 | 141 |
| Non-managed Assets ($) | $267,492,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,140,000 | 149 |
| 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 | $1,412,000 | 166 |
| Number of Managed Accounts | $1,271,000 | 135 |
| Number of Non-Managed Accounts | $141,000 | 249 |
| Total fiduciary and related assets | $1,116,632,000 | 175 |
| Managed Assets ($) | $859,182,000 | 140 |
| Non-managed Assets ($) | $257,450,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,659,000 | 159 |
| 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 | $1,406,000 | 170 |
| Number of Managed Accounts | $1,266,000 | 145 |
| Number of Non-Managed Accounts | $140,000 | 251 |
| Total fiduciary and related assets | $1,058,764,000 | 180 |
| Managed Assets ($) | $822,998,000 | 141 |
| Non-managed Assets ($) | $235,766,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,354,000 | 160 |
| 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 | $1,386,000 | 183 |
| Number of Managed Accounts | $1,245,000 | 149 |
| Number of Non-Managed Accounts | $141,000 | 351 |
| Total fiduciary and related assets | $1,062,300,000 | 181 |
| Managed Assets ($) | $823,599,000 | 143 |
| Non-managed Assets ($) | $238,701,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,200,000 | 162 |
| 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 | $1,414,000 | 165 |
| Number of Managed Accounts | $1,272,000 | 134 |
| Number of Non-Managed Accounts | $142,000 | 345 |
| Total fiduciary and related assets | $1,154,875,000 | 163 |
| Managed Assets ($) | $911,684,000 | 130 |
| Non-managed Assets ($) | $243,191,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,647,000 | 152 |
| 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 | $5,611,000 | 154 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $5,800,000 | 183 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $5,257,000 | 188 |
| 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 | $4,709,000 | 203 |
| 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 | $4,044,000 | 245 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,594,000 | 271 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,400,000 | 281 |
| 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 | $3,450,000 | 279 |
| 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 | $3,142,000 | 297 |