Home > Cadence Bank, N.A. > Fiduciary and Related Services
Cadence Bank, N.A., Fiduciary and Related Services
| 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 | $2,574,000 | 102 |
| Number of Managed Accounts | $2,338,000 | 93 |
| Number of Non-Managed Accounts | $236,000 | 120 |
| Total fiduciary and related assets | $2,666,940,000 | 133 |
| Managed Assets ($) | $2,522,325,000 | 102 |
| Non-managed Assets ($) | $144,615,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,714,000 | 97 |
| 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 | $2,619,000 | 101 |
| Number of Managed Accounts | $2,362,000 | 93 |
| Number of Non-Managed Accounts | $257,000 | 117 |
| Total fiduciary and related assets | $2,654,251,000 | 134 |
| Managed Assets ($) | $2,473,260,000 | 101 |
| Non-managed Assets ($) | $180,991,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,397,000 | 97 |
| 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 | $2,589,000 | 101 |
| Number of Managed Accounts | $2,343,000 | 94 |
| Number of Non-Managed Accounts | $246,000 | 120 |
| Total fiduciary and related assets | $2,610,779,000 | 132 |
| Managed Assets ($) | $2,432,217,000 | 101 |
| Non-managed Assets ($) | $178,562,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,509,000 | 90 |
| 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 | $2,571,000 | 105 |
| Number of Managed Accounts | $2,322,000 | 95 |
| Number of Non-Managed Accounts | $249,000 | 140 |
| Total fiduciary and related assets | $2,631,647,000 | 129 |
| Managed Assets ($) | $2,434,175,000 | 103 |
| Non-managed Assets ($) | $197,472,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,349,000 | 99 |
| 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 | $2,581,000 | 100 |
| Number of Managed Accounts | $2,334,000 | 90 |
| Number of Non-Managed Accounts | $247,000 | 120 |
| Total fiduciary and related assets | $2,359,190,000 | 130 |
| Managed Assets ($) | $2,210,775,000 | 103 |
| Non-managed Assets ($) | $148,415,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,464,000 | 99 |
| 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 | $2,598,000 | 102 |
| Number of Managed Accounts | $2,348,000 | 92 |
| Number of Non-Managed Accounts | $250,000 | 126 |
| Total fiduciary and related assets | $2,327,540,000 | 131 |
| Managed Assets ($) | $2,168,450,000 | 103 |
| Non-managed Assets ($) | $159,090,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,908,000 | 101 |
| 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 | $2,616,000 | 99 |
| Number of Managed Accounts | $2,354,000 | 90 |
| Number of Non-Managed Accounts | $262,000 | 117 |
| Total fiduciary and related assets | $2,156,218,000 | 129 |
| Managed Assets ($) | $2,009,213,000 | 103 |
| Non-managed Assets ($) | $147,005,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,816,000 | 96 |
| 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 | $2,610,000 | 105 |
| Number of Managed Accounts | $2,350,000 | 96 |
| Number of Non-Managed Accounts | $260,000 | 141 |
| Total fiduciary and related assets | $2,283,052,000 | 130 |
| Managed Assets ($) | $2,110,956,000 | 107 |
| Non-managed Assets ($) | $172,096,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,066,000 | 100 |
| 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 | $2,621,000 | 101 |
| Number of Managed Accounts | $2,373,000 | 93 |
| Number of Non-Managed Accounts | $248,000 | 123 |
| Total fiduciary and related assets | $2,131,664,000 | 135 |
| Managed Assets ($) | $1,972,005,000 | 109 |
| Non-managed Assets ($) | $159,659,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,353,000 | 101 |
| 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 | $2,669,000 | 100 |
| Number of Managed Accounts | $2,423,000 | 86 |
| Number of Non-Managed Accounts | $246,000 | 126 |
| Total fiduciary and related assets | $2,142,623,000 | 132 |
| Managed Assets ($) | $1,978,788,000 | 109 |
| Non-managed Assets ($) | $163,835,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,912,000 | 100 |
| 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 | $2,690,000 | 98 |
| Number of Managed Accounts | $2,435,000 | 85 |
| Number of Non-Managed Accounts | $255,000 | 122 |
| Total fiduciary and related assets | $2,060,857,000 | 136 |
| Managed Assets ($) | $1,877,139,000 | 113 |
| Non-managed Assets ($) | $183,718,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,335,000 | 99 |
| 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 | $3,337,000 | 83 |
| Number of Managed Accounts | $2,461,000 | 81 |
| Number of Non-Managed Accounts | $876,000 | 75 |
| Total fiduciary and related assets | $1,954,371,000 | 135 |
| Managed Assets ($) | $1,774,850,000 | 110 |
| Non-managed Assets ($) | $179,521,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,760,000 | 99 |
| 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 | $2,752,000 | 94 |
| Number of Managed Accounts | $2,492,000 | 80 |
| Number of Non-Managed Accounts | $260,000 | 124 |
| Total fiduciary and related assets | $2,033,737,000 | 132 |
| Managed Assets ($) | $1,852,638,000 | 111 |
| Non-managed Assets ($) | $181,099,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,578,000 | 97 |
| 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 | $2,770,000 | 91 |
| Number of Managed Accounts | $2,514,000 | 78 |
| Number of Non-Managed Accounts | $256,000 | 124 |
| Total fiduciary and related assets | $2,073,387,000 | 128 |
| Managed Assets ($) | $1,848,439,000 | 110 |
| Non-managed Assets ($) | $224,948,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,129,000 | 97 |
| 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 | $2,820,000 | 91 |
| Number of Managed Accounts | $2,564,000 | 78 |
| Number of Non-Managed Accounts | $256,000 | 127 |
| Total fiduciary and related assets | $2,234,285,000 | 126 |
| Managed Assets ($) | $1,902,010,000 | 107 |
| Non-managed Assets ($) | $332,275,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,015,000 | 92 |
| 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 | $2,962,000 | 90 |
| Number of Managed Accounts | $2,673,000 | 74 |
| Number of Non-Managed Accounts | $289,000 | 134 |
| Total fiduciary and related assets | $2,282,048,000 | 123 |
| Managed Assets ($) | $1,942,204,000 | 105 |
| Non-managed Assets ($) | $339,844,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,264,000 | 92 |
| 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 | $2,860,000 | 89 |
| Number of Managed Accounts | $2,601,000 | 76 |
| Number of Non-Managed Accounts | $259,000 | 122 |
| Total fiduciary and related assets | $2,328,858,000 | 118 |
| Managed Assets ($) | $1,936,419,000 | 104 |
| Non-managed Assets ($) | $392,439,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,428,000 | 91 |
| 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 | $2,884,000 | 85 |
| Number of Managed Accounts | $2,610,000 | 71 |
| Number of Non-Managed Accounts | $274,000 | 119 |
| Total fiduciary and related assets | $2,434,534,000 | 114 |
| Managed Assets ($) | $1,969,009,000 | 101 |
| Non-managed Assets ($) | $465,525,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,815,000 | 90 |
| 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 | $2,908,000 | 82 |
| Number of Managed Accounts | $2,599,000 | 69 |
| Number of Non-Managed Accounts | $309,000 | 111 |
| Total fiduciary and related assets | $2,361,347,000 | 114 |
| Managed Assets ($) | $2,028,881,000 | 100 |
| Non-managed Assets ($) | $332,466,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,231,000 | 82 |
| 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 | $2,886,000 | 85 |
| Number of Managed Accounts | $2,573,000 | 69 |
| Number of Non-Managed Accounts | $313,000 | 126 |
| Total fiduciary and related assets | $2,400,939,000 | 111 |
| Managed Assets ($) | $1,991,542,000 | 96 |
| Non-managed Assets ($) | $409,397,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,109,000 | 98 |
| 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 | $2,895,000 | 82 |
| Number of Managed Accounts | $2,575,000 | 69 |
| Number of Non-Managed Accounts | $320,000 | 111 |
| Total fiduciary and related assets | $2,255,598,000 | 115 |
| Managed Assets ($) | $1,958,943,000 | 95 |
| Non-managed Assets ($) | $296,655,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,000,000 | 98 |
| 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 | $2,843,000 | 82 |
| Number of Managed Accounts | $2,570,000 | 68 |
| Number of Non-Managed Accounts | $273,000 | 121 |
| Total fiduciary and related assets | $2,152,441,000 | 117 |
| Managed Assets ($) | $1,917,307,000 | 98 |
| Non-managed Assets ($) | $235,134,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,041,000 | 98 |
| 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 | $2,874,000 | 84 |
| Number of Managed Accounts | $2,609,000 | 70 |
| Number of Non-Managed Accounts | $265,000 | 125 |
| Total fiduciary and related assets | $2,015,575,000 | 123 |
| Managed Assets ($) | $1,813,650,000 | 101 |
| Non-managed Assets ($) | $201,925,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,070,000 | 93 |
| 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 | $2,892,000 | 84 |
| Number of Managed Accounts | $2,625,000 | 68 |
| Number of Non-Managed Accounts | $267,000 | 147 |
| Total fiduciary and related assets | $1,999,736,000 | 122 |
| Managed Assets ($) | $1,734,170,000 | 100 |
| Non-managed Assets ($) | $265,566,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,800,000 | 100 |
| 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 | $2,923,000 | 84 |
| Number of Managed Accounts | $2,655,000 | 68 |
| Number of Non-Managed Accounts | $268,000 | 121 |
| Total fiduciary and related assets | $1,774,056,000 | 130 |
| Managed Assets ($) | $1,640,680,000 | 101 |
| Non-managed Assets ($) | $133,376,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,620,000 | 99 |
| 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 | $2,901,000 | 86 |
| Number of Managed Accounts | $2,624,000 | 69 |
| Number of Non-Managed Accounts | $277,000 | 121 |
| Total fiduciary and related assets | $1,796,866,000 | 131 |
| Managed Assets ($) | $1,658,564,000 | 106 |
| Non-managed Assets ($) | $138,302,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,666,000 | 100 |
| 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 | $2,924,000 | 85 |
| Number of Managed Accounts | $2,647,000 | 68 |
| Number of Non-Managed Accounts | $277,000 | 127 |
| Total fiduciary and related assets | $1,774,510,000 | 130 |
| Managed Assets ($) | $1,634,011,000 | 104 |
| Non-managed Assets ($) | $140,499,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,832,000 | 98 |
| 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 | $2,938,000 | 88 |
| Number of Managed Accounts | $2,642,000 | 67 |
| Number of Non-Managed Accounts | $296,000 | 148 |
| Total fiduciary and related assets | $1,728,881,000 | 133 |
| Managed Assets ($) | $1,610,655,000 | 106 |
| Non-managed Assets ($) | $118,226,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,496,000 | 98 |
| 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 | $2,993,000 | 84 |
| Number of Managed Accounts | $2,672,000 | 67 |
| Number of Non-Managed Accounts | $321,000 | 115 |
| Total fiduciary and related assets | $1,489,191,000 | 144 |
| Managed Assets ($) | $1,371,620,000 | 113 |
| Non-managed Assets ($) | $117,571,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,549,000 | 100 |
| 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 | $3,037,000 | 81 |
| Number of Managed Accounts | $2,706,000 | 63 |
| Number of Non-Managed Accounts | $331,000 | 111 |
| Total fiduciary and related assets | $1,488,844,000 | 141 |
| Managed Assets ($) | $1,363,563,000 | 113 |
| Non-managed Assets ($) | $125,281,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,784,000 | 101 |
| 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 | $3,003,000 | 84 |
| Number of Managed Accounts | $2,655,000 | 65 |
| Number of Non-Managed Accounts | $348,000 | 114 |
| Total fiduciary and related assets | $1,419,373,000 | 144 |
| Managed Assets ($) | $1,279,497,000 | 119 |
| Non-managed Assets ($) | $139,876,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,408,000 | 103 |
| 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 | $2,956,000 | 87 |
| Number of Managed Accounts | $2,604,000 | 67 |
| Number of Non-Managed Accounts | $352,000 | 129 |
| Total fiduciary and related assets | $1,462,742,000 | 142 |
| Managed Assets ($) | $1,337,417,000 | 115 |
| Non-managed Assets ($) | $125,325,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,792,000 | 103 |
| 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 | $3,630,000 | 70 |
| Number of Managed Accounts | $2,734,000 | 64 |
| Number of Non-Managed Accounts | $896,000 | 70 |
| Total fiduciary and related assets | $1,405,546,000 | 138 |
| Managed Assets ($) | $1,275,579,000 | 112 |
| Non-managed Assets ($) | $129,967,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,354,000 | 102 |
| 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 | $3,595,000 | 70 |
| Number of Managed Accounts | $2,712,000 | 64 |
| Number of Non-Managed Accounts | $883,000 | 71 |
| Total fiduciary and related assets | $1,458,614,000 | 135 |
| Managed Assets ($) | $1,242,290,000 | 112 |
| Non-managed Assets ($) | $216,324,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,218,000 | 102 |
| 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 | $3,623,000 | 69 |
| Number of Managed Accounts | $2,743,000 | 58 |
| Number of Non-Managed Accounts | $880,000 | 72 |
| Total fiduciary and related assets | $1,381,627,000 | 140 |
| Managed Assets ($) | $1,252,546,000 | 113 |
| Non-managed Assets ($) | $129,081,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,104,000 | 101 |
| 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 | $3,616,000 | 69 |
| Number of Managed Accounts | $2,770,000 | 57 |
| Number of Non-Managed Accounts | $846,000 | 80 |
| Total fiduciary and related assets | $1,355,796,000 | 139 |
| Managed Assets ($) | $1,197,337,000 | 112 |
| Non-managed Assets ($) | $158,459,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,235,000 | 138 |
| 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 | $3,581,000 | 68 |
| Number of Managed Accounts | $2,773,000 | 57 |
| Number of Non-Managed Accounts | $808,000 | 77 |
| Total fiduciary and related assets | $1,355,693,000 | 136 |
| Managed Assets ($) | $1,202,363,000 | 112 |
| Non-managed Assets ($) | $153,330,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,868,000 | 166 |
| 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 | $1,460,000 | 146 |
| Number of Managed Accounts | $693,000 | 208 |
| Number of Non-Managed Accounts | $767,000 | 76 |
| Total fiduciary and related assets | $261,203,000 | 343 |
| Managed Assets ($) | $160,103,000 | 329 |
| Non-managed Assets ($) | $101,100,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 331 |
| 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 | $1,446,000 | 147 |
| Number of Managed Accounts | $701,000 | 206 |
| Number of Non-Managed Accounts | $745,000 | 75 |
| Total fiduciary and related assets | $296,681,000 | 325 |
| Managed Assets ($) | $184,075,000 | 320 |
| Non-managed Assets ($) | $112,606,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $446,000 | 327 |
| 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 | $1,390,000 | 157 |
| Number of Managed Accounts | $703,000 | 213 |
| Number of Non-Managed Accounts | $687,000 | 89 |
| Total fiduciary and related assets | $290,565,000 | 321 |
| Managed Assets ($) | $187,667,000 | 336 |
| Non-managed Assets ($) | $102,898,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,614,000 | 306 |
| 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 | $1,403,000 | 148 |
| Number of Managed Accounts | $715,000 | 202 |
| Number of Non-Managed Accounts | $688,000 | 78 |
| Total fiduciary and related assets | $276,651,000 | 318 |
| Managed Assets ($) | $175,632,000 | 316 |
| Non-managed Assets ($) | $101,019,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 328 |
| 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 | $1,410,000 | 149 |
| Number of Managed Accounts | $722,000 | 199 |
| Number of Non-Managed Accounts | $688,000 | 82 |
| Total fiduciary and related assets | $309,463,000 | 313 |
| Managed Assets ($) | $195,000,000 | 319 |
| Non-managed Assets ($) | $114,463,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 364 |
| 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 | $1,607,000 | 133 |
| Number of Managed Accounts | $730,000 | 194 |
| Number of Non-Managed Accounts | $877,000 | 72 |
| Total fiduciary and related assets | $321,177,000 | 308 |
| Managed Assets ($) | $196,413,000 | 323 |
| Non-managed Assets ($) | $124,764,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 578 |
| 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 | $1,724,000 | 126 |
| Number of Managed Accounts | $725,000 | 208 |
| Number of Non-Managed Accounts | $999,000 | 75 |
| Total fiduciary and related assets | $321,041,000 | 305 |
| Managed Assets ($) | $195,511,000 | 338 |
| Non-managed Assets ($) | $125,530,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,155,000 | 245 |
| 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 | $1,734,000 | 119 |
| Number of Managed Accounts | $739,000 | 190 |
| Number of Non-Managed Accounts | $995,000 | 68 |
| Total fiduciary and related assets | $318,563,000 | 294 |
| Managed Assets ($) | $194,543,000 | 302 |
| Non-managed Assets ($) | $124,020,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,519,000 | 252 |
| 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 | $1,753,000 | 117 |
| Number of Managed Accounts | $742,000 | 190 |
| Number of Non-Managed Accounts | $1,011,000 | 70 |
| Total fiduciary and related assets | $308,622,000 | 289 |
| Managed Assets ($) | $191,790,000 | 298 |
| Non-managed Assets ($) | $116,832,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $988,000 | 261 |
| 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 | $1,775,000 | 117 |
| Number of Managed Accounts | $746,000 | 187 |
| Number of Non-Managed Accounts | $1,029,000 | 69 |
| Total fiduciary and related assets | $321,025,000 | 291 |
| Managed Assets ($) | $198,993,000 | 301 |
| Non-managed Assets ($) | $122,032,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $485,000 | 267 |
| 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 | $1,802,000 | 127 |
| Number of Managed Accounts | $747,000 | 201 |
| Number of Non-Managed Accounts | $1,055,000 | 76 |
| Total fiduciary and related assets | $321,390,000 | 295 |
| Managed Assets ($) | $202,524,000 | 313 |
| Non-managed Assets ($) | $118,866,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,121,000 | 236 |
| 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 | $1,831,000 | 118 |
| Number of Managed Accounts | $773,000 | 186 |
| Number of Non-Managed Accounts | $1,058,000 | 69 |
| Total fiduciary and related assets | $341,169,000 | 279 |
| Managed Assets ($) | $202,127,000 | 292 |
| Non-managed Assets ($) | $139,042,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,499,000 | 245 |
| 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 | $1,825,000 | 117 |
| Number of Managed Accounts | $780,000 | 190 |
| Number of Non-Managed Accounts | $1,045,000 | 69 |
| Total fiduciary and related assets | $331,078,000 | 278 |
| Managed Assets ($) | $194,910,000 | 299 |
| Non-managed Assets ($) | $136,168,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $973,000 | 256 |
| 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 | $1,566,000 | 131 |
| Number of Managed Accounts | $510,000 | 248 |
| Number of Non-Managed Accounts | $1,056,000 | 65 |
| Total fiduciary and related assets | $315,649,000 | 279 |
| Managed Assets ($) | $186,881,000 | 298 |
| Non-managed Assets ($) | $128,768,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $466,000 | 260 |
| 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 | $1,863,000 | 129 |
| Number of Managed Accounts | $803,000 | 195 |
| Number of Non-Managed Accounts | $1,060,000 | 78 |
| Total fiduciary and related assets | $336,729,000 | 283 |
| Managed Assets ($) | $192,513,000 | 318 |
| Non-managed Assets ($) | $144,216,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,305,000 | 244 |
| 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 | $1,825,000 | 121 |
| Number of Managed Accounts | $817,000 | 179 |
| Number of Non-Managed Accounts | $1,008,000 | 75 |
| Total fiduciary and related assets | $361,166,000 | 284 |
| Managed Assets ($) | $207,558,000 | 313 |
| Non-managed Assets ($) | $153,608,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,684,000 | 253 |
| 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 | $1,832,000 | 125 |
| Number of Managed Accounts | $851,000 | 178 |
| Number of Non-Managed Accounts | $981,000 | 77 |
| Total fiduciary and related assets | $375,699,000 | 289 |
| Managed Assets ($) | $217,257,000 | 315 |
| Non-managed Assets ($) | $158,442,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,142,000 | 256 |
| 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 | $1,803,000 | 125 |
| Number of Managed Accounts | $861,000 | 177 |
| Number of Non-Managed Accounts | $942,000 | 77 |
| Total fiduciary and related assets | $380,848,000 | 296 |
| Managed Assets ($) | $220,467,000 | 326 |
| Non-managed Assets ($) | $160,381,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 259 |
| 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 | $1,839,000 | 128 |
| Number of Managed Accounts | $876,000 | 182 |
| Number of Non-Managed Accounts | $963,000 | 84 |
| Total fiduciary and related assets | $391,231,000 | 298 |
| Managed Assets ($) | $224,424,000 | 334 |
| Non-managed Assets ($) | $166,807,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,558,000 | 242 |
| 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 | $1,737,000 | 122 |
| Number of Managed Accounts | $838,000 | 179 |
| Number of Non-Managed Accounts | $899,000 | 75 |
| Total fiduciary and related assets | $371,014,000 | 301 |
| Managed Assets ($) | $230,964,000 | 315 |
| Non-managed Assets ($) | $140,050,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,821,000 | 247 |
| 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 | $1,703,000 | 124 |
| Number of Managed Accounts | $813,000 | 189 |
| Number of Non-Managed Accounts | $890,000 | 73 |
| Total fiduciary and related assets | $367,578,000 | 308 |
| Managed Assets ($) | $226,547,000 | 322 |
| Non-managed Assets ($) | $141,031,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 253 |
| 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 | $1,704,000 | 125 |
| Number of Managed Accounts | $831,000 | 182 |
| Number of Non-Managed Accounts | $873,000 | 73 |
| Total fiduciary and related assets | $354,968,000 | 307 |
| Managed Assets ($) | $220,628,000 | 327 |
| Non-managed Assets ($) | $134,340,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $612,000 | 251 |
| 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 | $1,717,000 | 133 |
| Number of Managed Accounts | $811,000 | 192 |
| Number of Non-Managed Accounts | $906,000 | 85 |
| Total fiduciary and related assets | $344,714,000 | 313 |
| Managed Assets ($) | $211,060,000 | 345 |
| Non-managed Assets ($) | $133,654,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,341,000 | 248 |
| 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 | $1,720,000 | 131 |
| Number of Managed Accounts | $823,000 | 189 |
| Number of Non-Managed Accounts | $897,000 | 76 |
| Total fiduciary and related assets | $335,653,000 | 315 |
| Managed Assets ($) | $208,288,000 | 317 |
| Non-managed Assets ($) | $127,365,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,662,000 | 258 |
| 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 | $1,681,000 | 139 |
| Number of Managed Accounts | $825,000 | 193 |
| Number of Non-Managed Accounts | $856,000 | 80 |
| Total fiduciary and related assets | $346,210,000 | 315 |
| Managed Assets ($) | $217,124,000 | 313 |
| Non-managed Assets ($) | $129,086,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 263 |
| 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 | $1,649,000 | 141 |
| Number of Managed Accounts | $828,000 | 192 |
| Number of Non-Managed Accounts | $821,000 | 82 |
| Total fiduciary and related assets | $348,366,000 | 313 |
| Managed Assets ($) | $217,587,000 | 313 |
| Non-managed Assets ($) | $130,779,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $526,000 | 272 |
| 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 | $1,645,000 | 146 |
| Number of Managed Accounts | $829,000 | 194 |
| Number of Non-Managed Accounts | $816,000 | 99 |
| Total fiduciary and related assets | $338,954,000 | 318 |
| Managed Assets ($) | $210,253,000 | 330 |
| Non-managed Assets ($) | $128,701,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,219,000 | 252 |
| 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 | $1,647,000 | 134 |
| Number of Managed Accounts | $820,000 | 187 |
| Number of Non-Managed Accounts | $827,000 | 85 |
| Total fiduciary and related assets | $314,675,000 | 324 |
| Managed Assets ($) | $213,232,000 | 303 |
| Non-managed Assets ($) | $101,443,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,588,000 | 258 |
| 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 | $1,618,000 | 136 |
| Number of Managed Accounts | $798,000 | 190 |
| Number of Non-Managed Accounts | $820,000 | 84 |
| Total fiduciary and related assets | $308,867,000 | 325 |
| Managed Assets ($) | $203,571,000 | 313 |
| Non-managed Assets ($) | $105,296,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 251 |
| 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 | $1,610,000 | 138 |
| Number of Managed Accounts | $793,000 | 191 |
| Number of Non-Managed Accounts | $817,000 | 89 |
| Total fiduciary and related assets | $299,534,000 | 329 |
| Managed Assets ($) | $203,403,000 | 320 |
| Non-managed Assets ($) | $96,131,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $506,000 | 266 |
| 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 | $1,602,000 | 151 |
| Number of Managed Accounts | $806,000 | 193 |
| Number of Non-Managed Accounts | $796,000 | 104 |
| Total fiduciary and related assets | $338,013,000 | 308 |
| Managed Assets ($) | $217,091,000 | 315 |
| Non-managed Assets ($) | $120,922,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,061,000 | 255 |
| 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 | $1,619,000 | 140 |
| Number of Managed Accounts | $804,000 | 187 |
| Number of Non-Managed Accounts | $815,000 | 91 |
| Total fiduciary and related assets | $322,549,000 | 305 |
| Managed Assets ($) | $209,684,000 | 303 |
| Non-managed Assets ($) | $112,865,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,499,000 | 262 |
| 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 | $1,628,000 | 135 |
| Number of Managed Accounts | $811,000 | 185 |
| Number of Non-Managed Accounts | $817,000 | 95 |
| Total fiduciary and related assets | $325,749,000 | 306 |
| Managed Assets ($) | $216,039,000 | 302 |
| Non-managed Assets ($) | $109,710,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,002,000 | 268 |
| 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 | $1,607,000 | 135 |
| Number of Managed Accounts | $812,000 | 184 |
| Number of Non-Managed Accounts | $795,000 | 95 |
| Total fiduciary and related assets | $299,091,000 | 325 |
| Managed Assets ($) | $211,030,000 | 313 |
| Non-managed Assets ($) | $88,061,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $487,000 | 269 |
| 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 | $1,569,000 | 154 |
| Number of Managed Accounts | $803,000 | 196 |
| Number of Non-Managed Accounts | $766,000 | 111 |
| Total fiduciary and related assets | $294,300,000 | 338 |
| Managed Assets ($) | $206,007,000 | 333 |
| Non-managed Assets ($) | $88,293,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 268 |
| 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 | $1,565,000 | 148 |
| Number of Managed Accounts | $789,000 | 192 |
| Number of Non-Managed Accounts | $776,000 | 103 |
| Total fiduciary and related assets | $279,457,000 | 344 |
| Managed Assets ($) | $196,172,000 | 315 |
| Non-managed Assets ($) | $83,285,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,371,000 | 287 |
| 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 | $1,581,000 | 152 |
| Number of Managed Accounts | $799,000 | 195 |
| Number of Non-Managed Accounts | $782,000 | 105 |
| Total fiduciary and related assets | $276,914,000 | 348 |
| Managed Assets ($) | $195,879,000 | 318 |
| Non-managed Assets ($) | $81,035,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 296 |
| 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 | $1,574,000 | 158 |
| Number of Managed Accounts | $806,000 | 201 |
| Number of Non-Managed Accounts | $768,000 | 105 |
| Total fiduciary and related assets | $267,910,000 | 352 |
| Managed Assets ($) | $190,758,000 | 326 |
| Non-managed Assets ($) | $77,152,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $412,000 | 312 |
| 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 | $1,578,000 | 166 |
| Number of Managed Accounts | $818,000 | 210 |
| Number of Non-Managed Accounts | $760,000 | 120 |
| Total fiduciary and related assets | $264,377,000 | 360 |
| Managed Assets ($) | $186,459,000 | 347 |
| Non-managed Assets ($) | $77,918,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,772,000 | 302 |
| 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 | $1,416,000 | 164 |
| Number of Managed Accounts | $775,000 | 200 |
| Number of Non-Managed Accounts | $641,000 | 124 |
| Total fiduciary and related assets | $297,056,000 | 321 |
| Managed Assets ($) | $202,650,000 | 327 |
| Non-managed Assets ($) | $94,406,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,717,000 | 312 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 326 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,405,000 | 380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,251,000 | 409 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,057,000 | 451 |
| 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 | $936,000 | 524 |
| 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 | $846,000 | 572 |
| 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 | $751,000 | 601 |
| 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 | $703,000 | 641 |
| 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 | $555,000 | 724 |