Home > Hilltop National Bank > Fiduciary and Related Services
Hilltop National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,125,000 | 230 |
| Number of Managed Accounts | $991,000 | 208 |
| Number of Non-Managed Accounts | $134,000 | 219 |
| Total fiduciary and related assets | $1,430,655,000 | 212 |
| Managed Assets ($) | $1,204,055,000 | 188 |
| Non-managed Assets ($) | $226,600,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,639,000 | 269 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,111,000 | 217 |
| Number of Managed Accounts | $978,000 | 197 |
| Number of Non-Managed Accounts | $133,000 | 165 |
| Total fiduciary and related assets | $1,202,796,000 | 220 |
| Managed Assets ($) | $1,058,242,000 | 196 |
| Non-managed Assets ($) | $144,554,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,275,000 | 282 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,043,000 | 235 |
| Number of Managed Accounts | $925,000 | 213 |
| Number of Non-Managed Accounts | $118,000 | 196 |
| Total fiduciary and related assets | $1,227,081,000 | 213 |
| Managed Assets ($) | $1,076,794,000 | 192 |
| Non-managed Assets ($) | $150,287,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,196,000 | 273 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,071,000 | 226 |
| Number of Managed Accounts | $947,000 | 207 |
| Number of Non-Managed Accounts | $124,000 | 181 |
| Total fiduciary and related assets | $1,247,355,000 | 222 |
| Managed Assets ($) | $1,052,084,000 | 201 |
| Non-managed Assets ($) | $195,271,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,007,000 | 296 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,017,000 | 249 |
| Number of Managed Accounts | $897,000 | 226 |
| Number of Non-Managed Accounts | $120,000 | 239 |
| Total fiduciary and related assets | $1,190,296,000 | 225 |
| Managed Assets ($) | $981,358,000 | 207 |
| Non-managed Assets ($) | $208,938,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,114,000 | 296 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 235 |
| Number of Managed Accounts | $908,000 | 211 |
| Number of Non-Managed Accounts | $125,000 | 185 |
| Total fiduciary and related assets | $1,200,836,000 | 222 |
| Managed Assets ($) | $918,336,000 | 205 |
| Non-managed Assets ($) | $282,500,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,954,000 | 301 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,036,000 | 217 |
| Number of Managed Accounts | $911,000 | 200 |
| Number of Non-Managed Accounts | $125,000 | 176 |
| Total fiduciary and related assets | $1,210,743,000 | 193 |
| Managed Assets ($) | $945,314,000 | 176 |
| Non-managed Assets ($) | $265,429,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,041,000 | 261 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,025,000 | 213 |
| Number of Managed Accounts | $896,000 | 195 |
| Number of Non-Managed Accounts | $129,000 | 166 |
| Total fiduciary and related assets | $1,218,602,000 | 197 |
| Managed Assets ($) | $1,011,178,000 | 180 |
| Non-managed Assets ($) | $207,424,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $998,000 | 269 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,012,000 | 227 |
| Number of Managed Accounts | $886,000 | 207 |
| Number of Non-Managed Accounts | $126,000 | 210 |
| Total fiduciary and related assets | $1,371,777,000 | 196 |
| Managed Assets ($) | $1,062,831,000 | 181 |
| Non-managed Assets ($) | $308,946,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,089,000 | 256 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,040,000 | 214 |
| Number of Managed Accounts | $914,000 | 195 |
| Number of Non-Managed Accounts | $126,000 | 161 |
| Total fiduciary and related assets | $1,209,904,000 | 200 |
| Managed Assets ($) | $980,475,000 | 185 |
| Non-managed Assets ($) | $229,429,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,906,000 | 264 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 219 |
| Number of Managed Accounts | $905,000 | 206 |
| Number of Non-Managed Accounts | $128,000 | 165 |
| Total fiduciary and related assets | $1,343,080,000 | 195 |
| Managed Assets ($) | $1,045,363,000 | 180 |
| Non-managed Assets ($) | $297,717,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,974,000 | 259 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,030,000 | 215 |
| Number of Managed Accounts | $892,000 | 202 |
| Number of Non-Managed Accounts | $138,000 | 159 |
| Total fiduciary and related assets | $1,274,129,000 | 197 |
| Managed Assets ($) | $1,015,103,000 | 179 |
| Non-managed Assets ($) | $259,026,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $907,000 | 271 |
| 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 | $988,000 | 229 |
| Number of Managed Accounts | $849,000 | 211 |
| Number of Non-Managed Accounts | $139,000 | 204 |
| Total fiduciary and related assets | $1,259,360,000 | 197 |
| Managed Assets ($) | $916,324,000 | 186 |
| Non-managed Assets ($) | $343,036,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,795,000 | 253 |
| 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 | $1,042,000 | 210 |
| Number of Managed Accounts | $892,000 | 197 |
| Number of Non-Managed Accounts | $150,000 | 154 |
| Total fiduciary and related assets | $1,242,349,000 | 186 |
| Managed Assets ($) | $864,496,000 | 181 |
| Non-managed Assets ($) | $377,853,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,757,000 | 255 |
| 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 | $1,042,000 | 217 |
| Number of Managed Accounts | $884,000 | 204 |
| Number of Non-Managed Accounts | $158,000 | 158 |
| Total fiduciary and related assets | $1,243,535,000 | 186 |
| Managed Assets ($) | $836,164,000 | 183 |
| Non-managed Assets ($) | $407,371,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 248 |
| 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 | $1,049,000 | 208 |
| Number of Managed Accounts | $892,000 | 193 |
| Number of Non-Managed Accounts | $157,000 | 154 |
| Total fiduciary and related assets | $1,201,853,000 | 181 |
| Managed Assets ($) | $719,827,000 | 188 |
| Non-managed Assets ($) | $482,026,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $974,000 | 247 |
| 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 | $1,021,000 | 227 |
| Number of Managed Accounts | $869,000 | 209 |
| Number of Non-Managed Accounts | $152,000 | 205 |
| Total fiduciary and related assets | $1,582,769,000 | 164 |
| Managed Assets ($) | $825,783,000 | 189 |
| Non-managed Assets ($) | $756,986,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,904,000 | 244 |
| 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 | $1,019,000 | 215 |
| Number of Managed Accounts | $858,000 | 203 |
| Number of Non-Managed Accounts | $161,000 | 150 |
| Total fiduciary and related assets | $1,643,034,000 | 157 |
| Managed Assets ($) | $788,826,000 | 187 |
| Non-managed Assets ($) | $854,208,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,746,000 | 254 |
| 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 | $1,038,000 | 216 |
| Number of Managed Accounts | $876,000 | 203 |
| Number of Non-Managed Accounts | $162,000 | 155 |
| Total fiduciary and related assets | $1,577,457,000 | 160 |
| Managed Assets ($) | $817,096,000 | 179 |
| Non-managed Assets ($) | $760,361,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,864,000 | 253 |
| 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 | $1,077,000 | 208 |
| Number of Managed Accounts | $898,000 | 200 |
| Number of Non-Managed Accounts | $179,000 | 153 |
| Total fiduciary and related assets | $1,538,756,000 | 161 |
| Managed Assets ($) | $757,522,000 | 191 |
| Non-managed Assets ($) | $781,234,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $851,000 | 262 |
| 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 | $1,043,000 | 220 |
| Number of Managed Accounts | $880,000 | 203 |
| Number of Non-Managed Accounts | $163,000 | 199 |
| Total fiduciary and related assets | $1,294,806,000 | 169 |
| Managed Assets ($) | $712,190,000 | 191 |
| Non-managed Assets ($) | $582,616,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,399,000 | 262 |
| 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 | $1,090,000 | 199 |
| Number of Managed Accounts | $913,000 | 194 |
| Number of Non-Managed Accounts | $177,000 | 153 |
| Total fiduciary and related assets | $1,314,016,000 | 177 |
| Managed Assets ($) | $756,223,000 | 189 |
| Non-managed Assets ($) | $557,793,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,414,000 | 270 |
| 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 | $1,094,000 | 199 |
| Number of Managed Accounts | $913,000 | 195 |
| Number of Non-Managed Accounts | $181,000 | 152 |
| Total fiduciary and related assets | $1,277,204,000 | 177 |
| Managed Assets ($) | $740,968,000 | 188 |
| Non-managed Assets ($) | $536,236,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 270 |
| 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 | $1,095,000 | 203 |
| Number of Managed Accounts | $911,000 | 198 |
| Number of Non-Managed Accounts | $184,000 | 152 |
| Total fiduciary and related assets | $1,245,446,000 | 178 |
| Managed Assets ($) | $729,601,000 | 185 |
| Non-managed Assets ($) | $515,845,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 282 |
| 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 | $1,064,000 | 217 |
| Number of Managed Accounts | $874,000 | 204 |
| Number of Non-Managed Accounts | $190,000 | 182 |
| Total fiduciary and related assets | $1,229,555,000 | 182 |
| Managed Assets ($) | $740,453,000 | 186 |
| Non-managed Assets ($) | $489,102,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,123,000 | 270 |
| 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 | $1,077,000 | 204 |
| Number of Managed Accounts | $886,000 | 198 |
| Number of Non-Managed Accounts | $191,000 | 149 |
| Total fiduciary and related assets | $1,173,451,000 | 183 |
| Managed Assets ($) | $701,934,000 | 191 |
| Non-managed Assets ($) | $471,517,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,164,000 | 280 |
| 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 | $1,085,000 | 201 |
| Number of Managed Accounts | $898,000 | 195 |
| Number of Non-Managed Accounts | $187,000 | 153 |
| Total fiduciary and related assets | $1,193,210,000 | 173 |
| Managed Assets ($) | $684,018,000 | 187 |
| Non-managed Assets ($) | $509,192,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 275 |
| 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 | $1,069,000 | 202 |
| Number of Managed Accounts | $884,000 | 197 |
| Number of Non-Managed Accounts | $185,000 | 149 |
| Total fiduciary and related assets | $963,960,000 | 199 |
| Managed Assets ($) | $649,055,000 | 192 |
| Non-managed Assets ($) | $314,905,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $652,000 | 297 |
| 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 | $1,038,000 | 212 |
| Number of Managed Accounts | $845,000 | 203 |
| Number of Non-Managed Accounts | $193,000 | 182 |
| Total fiduciary and related assets | $932,809,000 | 199 |
| Managed Assets ($) | $631,743,000 | 195 |
| Non-managed Assets ($) | $301,066,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,721,000 | 279 |
| 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 | $1,087,000 | 199 |
| Number of Managed Accounts | $883,000 | 190 |
| Number of Non-Managed Accounts | $204,000 | 141 |
| Total fiduciary and related assets | $907,437,000 | 201 |
| Managed Assets ($) | $625,345,000 | 195 |
| Non-managed Assets ($) | $282,092,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,895,000 | 293 |
| 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 | $1,083,000 | 201 |
| Number of Managed Accounts | $882,000 | 191 |
| Number of Non-Managed Accounts | $201,000 | 149 |
| Total fiduciary and related assets | $759,193,000 | 215 |
| Managed Assets ($) | $613,888,000 | 199 |
| Non-managed Assets ($) | $145,305,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,290,000 | 289 |
| 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 | $1,078,000 | 199 |
| Number of Managed Accounts | $873,000 | 194 |
| Number of Non-Managed Accounts | $205,000 | 147 |
| Total fiduciary and related assets | $745,237,000 | 214 |
| Managed Assets ($) | $598,893,000 | 202 |
| Non-managed Assets ($) | $146,344,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 307 |
| 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 | $1,040,000 | 210 |
| Number of Managed Accounts | $833,000 | 200 |
| Number of Non-Managed Accounts | $207,000 | 185 |
| Total fiduciary and related assets | $764,003,000 | 211 |
| Managed Assets ($) | $565,356,000 | 211 |
| Non-managed Assets ($) | $198,647,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,824,000 | 275 |
| 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 | $1,073,000 | 199 |
| Number of Managed Accounts | $831,000 | 195 |
| Number of Non-Managed Accounts | $242,000 | 131 |
| Total fiduciary and related assets | $931,507,000 | 196 |
| Managed Assets ($) | $545,545,000 | 210 |
| Non-managed Assets ($) | $385,962,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,999,000 | 289 |
| 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 | $1,108,000 | 195 |
| Number of Managed Accounts | $851,000 | 194 |
| Number of Non-Managed Accounts | $257,000 | 127 |
| Total fiduciary and related assets | $818,173,000 | 210 |
| Managed Assets ($) | $561,589,000 | 212 |
| Non-managed Assets ($) | $256,584,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,409,000 | 282 |
| 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 | $1,099,000 | 196 |
| Number of Managed Accounts | $828,000 | 194 |
| Number of Non-Managed Accounts | $271,000 | 129 |
| Total fiduciary and related assets | $1,027,131,000 | 188 |
| Managed Assets ($) | $565,658,000 | 212 |
| Non-managed Assets ($) | $461,473,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $643,000 | 295 |
| 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 | $1,064,000 | 204 |
| Number of Managed Accounts | $826,000 | 195 |
| Number of Non-Managed Accounts | $238,000 | 168 |
| Total fiduciary and related assets | $1,018,790,000 | 186 |
| Managed Assets ($) | $538,076,000 | 221 |
| Non-managed Assets ($) | $480,714,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,805,000 | 281 |
| 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 | $1,103,000 | 191 |
| Number of Managed Accounts | $793,000 | 199 |
| Number of Non-Managed Accounts | $310,000 | 120 |
| Total fiduciary and related assets | $950,960,000 | 187 |
| Managed Assets ($) | $467,408,000 | 239 |
| Non-managed Assets ($) | $483,552,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,937,000 | 295 |
| 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 | $1,124,000 | 188 |
| Number of Managed Accounts | $793,000 | 201 |
| Number of Non-Managed Accounts | $331,000 | 111 |
| Total fiduciary and related assets | $929,877,000 | 188 |
| Managed Assets ($) | $464,136,000 | 240 |
| Non-managed Assets ($) | $465,741,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,352,000 | 285 |
| 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 | $1,110,000 | 195 |
| Number of Managed Accounts | $776,000 | 200 |
| Number of Non-Managed Accounts | $334,000 | 118 |
| Total fiduciary and related assets | $883,813,000 | 192 |
| Managed Assets ($) | $451,766,000 | 238 |
| Non-managed Assets ($) | $432,047,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $606,000 | 304 |
| 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 | $1,106,000 | 203 |
| Number of Managed Accounts | $776,000 | 204 |
| Number of Non-Managed Accounts | $330,000 | 137 |
| Total fiduciary and related assets | $891,971,000 | 188 |
| Managed Assets ($) | $469,076,000 | 232 |
| Non-managed Assets ($) | $422,895,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,573,000 | 282 |
| 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 | $1,108,000 | 189 |
| Number of Managed Accounts | $772,000 | 198 |
| Number of Non-Managed Accounts | $336,000 | 114 |
| Total fiduciary and related assets | $861,249,000 | 185 |
| Managed Assets ($) | $433,084,000 | 233 |
| Non-managed Assets ($) | $428,165,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,777,000 | 293 |
| 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 | $1,142,000 | 180 |
| Number of Managed Accounts | $768,000 | 194 |
| Number of Non-Managed Accounts | $374,000 | 109 |
| Total fiduciary and related assets | $841,221,000 | 182 |
| Managed Assets ($) | $423,764,000 | 226 |
| Non-managed Assets ($) | $417,457,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 286 |
| 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 | $1,114,000 | 190 |
| Number of Managed Accounts | $751,000 | 199 |
| Number of Non-Managed Accounts | $363,000 | 113 |
| Total fiduciary and related assets | $821,275,000 | 185 |
| Managed Assets ($) | $403,964,000 | 231 |
| Non-managed Assets ($) | $417,311,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 304 |
| 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 | $1,104,000 | 193 |
| Number of Managed Accounts | $730,000 | 205 |
| Number of Non-Managed Accounts | $374,000 | 133 |
| Total fiduciary and related assets | $831,660,000 | 180 |
| Managed Assets ($) | $408,393,000 | 228 |
| Non-managed Assets ($) | $423,267,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,304,000 | 285 |
| 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 | $1,100,000 | 181 |
| Number of Managed Accounts | $734,000 | 201 |
| Number of Non-Managed Accounts | $366,000 | 111 |
| Total fiduciary and related assets | $854,540,000 | 176 |
| Managed Assets ($) | $378,171,000 | 235 |
| Non-managed Assets ($) | $476,369,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 300 |
| 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 | $1,109,000 | 180 |
| Number of Managed Accounts | $729,000 | 196 |
| Number of Non-Managed Accounts | $380,000 | 109 |
| Total fiduciary and related assets | $776,449,000 | 178 |
| Managed Assets ($) | $366,517,000 | 230 |
| Non-managed Assets ($) | $409,932,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 295 |
| 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 | $1,108,000 | 182 |
| Number of Managed Accounts | $720,000 | 199 |
| Number of Non-Managed Accounts | $388,000 | 107 |
| Total fiduciary and related assets | $807,765,000 | 178 |
| Managed Assets ($) | $376,110,000 | 230 |
| Non-managed Assets ($) | $431,655,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 309 |
| 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 | $1,121,000 | 186 |
| Number of Managed Accounts | $714,000 | 209 |
| Number of Non-Managed Accounts | $407,000 | 126 |
| Total fiduciary and related assets | $764,881,000 | 177 |
| Managed Assets ($) | $380,990,000 | 227 |
| Non-managed Assets ($) | $383,891,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,190,000 | 253 |
| 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 | $1,152,000 | 174 |
| Number of Managed Accounts | $718,000 | 199 |
| Number of Non-Managed Accounts | $434,000 | 100 |
| Total fiduciary and related assets | $701,492,000 | 185 |
| Managed Assets ($) | $342,901,000 | 233 |
| Non-managed Assets ($) | $358,591,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,561,000 | 260 |
| 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 | $1,142,000 | 179 |
| Number of Managed Accounts | $719,000 | 202 |
| Number of Non-Managed Accounts | $423,000 | 105 |
| Total fiduciary and related assets | $720,858,000 | 188 |
| Managed Assets ($) | $371,089,000 | 229 |
| Non-managed Assets ($) | $349,769,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,103,000 | 250 |
| 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 | $1,157,000 | 176 |
| Number of Managed Accounts | $720,000 | 198 |
| Number of Non-Managed Accounts | $437,000 | 104 |
| Total fiduciary and related assets | $749,857,000 | 188 |
| Managed Assets ($) | $368,509,000 | 232 |
| Non-managed Assets ($) | $381,348,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 278 |
| 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 | $1,154,000 | 189 |
| Number of Managed Accounts | $723,000 | 211 |
| Number of Non-Managed Accounts | $431,000 | 125 |
| Total fiduciary and related assets | $752,234,000 | 186 |
| Managed Assets ($) | $378,552,000 | 229 |
| Non-managed Assets ($) | $373,682,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,033,000 | 258 |
| 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 | $1,174,000 | 173 |
| Number of Managed Accounts | $738,000 | 191 |
| Number of Non-Managed Accounts | $436,000 | 109 |
| Total fiduciary and related assets | $665,358,000 | 195 |
| Managed Assets ($) | $345,461,000 | 232 |
| Non-managed Assets ($) | $319,897,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,416,000 | 269 |
| 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 | $1,191,000 | 170 |
| Number of Managed Accounts | $750,000 | 187 |
| Number of Non-Managed Accounts | $441,000 | 111 |
| Total fiduciary and related assets | $617,203,000 | 196 |
| Managed Assets ($) | $325,240,000 | 231 |
| Non-managed Assets ($) | $291,963,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 269 |
| 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 | $1,203,000 | 169 |
| Number of Managed Accounts | $745,000 | 188 |
| Number of Non-Managed Accounts | $458,000 | 113 |
| Total fiduciary and related assets | $625,310,000 | 203 |
| Managed Assets ($) | $334,174,000 | 231 |
| Non-managed Assets ($) | $291,136,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $415,000 | 295 |
| 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 | $1,220,000 | 181 |
| Number of Managed Accounts | $750,000 | 197 |
| Number of Non-Managed Accounts | $470,000 | 132 |
| Total fiduciary and related assets | $621,982,000 | 204 |
| Managed Assets ($) | $339,685,000 | 231 |
| Non-managed Assets ($) | $282,297,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,702,000 | 278 |
| 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 | $1,342,000 | 153 |
| Number of Managed Accounts | $1,051,000 | 139 |
| Number of Non-Managed Accounts | $291,000 | 133 |
| Total fiduciary and related assets | $634,799,000 | 200 |
| Managed Assets ($) | $554,567,000 | 169 |
| Non-managed Assets ($) | $80,232,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,158,000 | 296 |
| 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 | $1,344,000 | 157 |
| Number of Managed Accounts | $1,049,000 | 147 |
| Number of Non-Managed Accounts | $295,000 | 134 |
| Total fiduciary and related assets | $580,092,000 | 205 |
| Managed Assets ($) | $501,083,000 | 173 |
| Non-managed Assets ($) | $79,009,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $810,000 | 287 |
| 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 | $1,338,000 | 152 |
| Number of Managed Accounts | $1,038,000 | 151 |
| Number of Non-Managed Accounts | $300,000 | 134 |
| Total fiduciary and related assets | $513,422,000 | 218 |
| Managed Assets ($) | $441,216,000 | 180 |
| Non-managed Assets ($) | $72,206,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,000 | 305 |
| 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 | $1,341,000 | 167 |
| Number of Managed Accounts | $1,036,000 | 154 |
| Number of Non-Managed Accounts | $305,000 | 179 |
| Total fiduciary and related assets | $531,237,000 | 220 |
| Managed Assets ($) | $457,671,000 | 180 |
| Non-managed Assets ($) | $73,566,000 | 253 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 284 |
| 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 | $1,338,000 | 153 |
| Number of Managed Accounts | $1,025,000 | 152 |
| Number of Non-Managed Accounts | $313,000 | 136 |
| Total fiduciary and related assets | $567,539,000 | 217 |
| Managed Assets ($) | $477,507,000 | 186 |
| Non-managed Assets ($) | $90,032,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,278,000 | 300 |
| 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 | $1,320,000 | 161 |
| Number of Managed Accounts | $1,007,000 | 158 |
| Number of Non-Managed Accounts | $313,000 | 140 |
| Total fiduciary and related assets | $613,001,000 | 221 |
| Managed Assets ($) | $515,899,000 | 187 |
| Non-managed Assets ($) | $97,102,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $913,000 | 297 |
| 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 | $1,317,000 | 167 |
| Number of Managed Accounts | $987,000 | 162 |
| Number of Non-Managed Accounts | $330,000 | 136 |
| Total fiduciary and related assets | $607,782,000 | 228 |
| Managed Assets ($) | $507,651,000 | 194 |
| Non-managed Assets ($) | $100,131,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $414,000 | 308 |
| 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 | $1,316,000 | 175 |
| Number of Managed Accounts | $985,000 | 160 |
| Number of Non-Managed Accounts | $331,000 | 175 |
| Total fiduciary and related assets | $634,368,000 | 230 |
| Managed Assets ($) | $530,409,000 | 185 |
| Non-managed Assets ($) | $103,959,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,768,000 | 300 |
| 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 | $1,293,000 | 166 |
| Number of Managed Accounts | $948,000 | 162 |
| Number of Non-Managed Accounts | $345,000 | 125 |
| Total fiduciary and related assets | $646,411,000 | 224 |
| Managed Assets ($) | $541,784,000 | 188 |
| Non-managed Assets ($) | $104,627,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,191,000 | 314 |
| 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 | $1,279,000 | 167 |
| Number of Managed Accounts | $919,000 | 165 |
| Number of Non-Managed Accounts | $360,000 | 128 |
| Total fiduciary and related assets | $635,844,000 | 232 |
| Managed Assets ($) | $520,302,000 | 198 |
| Non-managed Assets ($) | $115,542,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $846,000 | 307 |
| 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 | $1,284,000 | 167 |
| Number of Managed Accounts | $872,000 | 174 |
| Number of Non-Managed Accounts | $412,000 | 119 |
| Total fiduciary and related assets | $647,723,000 | 222 |
| Managed Assets ($) | $532,581,000 | 192 |
| Non-managed Assets ($) | $115,142,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 337 |
| 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 | $1,252,000 | 183 |
| Number of Managed Accounts | $834,000 | 187 |
| Number of Non-Managed Accounts | $418,000 | 142 |
| Total fiduciary and related assets | $614,525,000 | 230 |
| Managed Assets ($) | $516,661,000 | 195 |
| Non-managed Assets ($) | $97,864,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,627,000 | 308 |
| 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 | $1,213,000 | 176 |
| Number of Managed Accounts | $817,000 | 192 |
| Number of Non-Managed Accounts | $396,000 | 126 |
| Total fiduciary and related assets | $517,712,000 | 251 |
| Managed Assets ($) | $444,650,000 | 216 |
| Non-managed Assets ($) | $73,062,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $982,000 | 346 |
| 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 | $1,214,000 | 179 |
| Number of Managed Accounts | $808,000 | 196 |
| Number of Non-Managed Accounts | $406,000 | 126 |
| Total fiduciary and related assets | $477,746,000 | 264 |
| Managed Assets ($) | $407,604,000 | 227 |
| Non-managed Assets ($) | $70,142,000 | 259 |
| Memoranda | ||
| Gross Fiduciary activities income | $712,000 | 337 |
| 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 | $1,196,000 | 182 |
| Number of Managed Accounts | $780,000 | 199 |
| Number of Non-Managed Accounts | $416,000 | 127 |
| Total fiduciary and related assets | $491,777,000 | 262 |
| Managed Assets ($) | $421,962,000 | 222 |
| Non-managed Assets ($) | $69,815,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,000 | 369 |
| 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 | $1,179,000 | 191 |
| Number of Managed Accounts | $754,000 | 206 |
| Number of Non-Managed Accounts | $425,000 | 147 |
| Total fiduciary and related assets | $471,131,000 | 265 |
| Managed Assets ($) | $405,212,000 | 225 |
| Non-managed Assets ($) | $65,919,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,362,000 | 341 |
| 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 | $1,177,000 | 176 |
| Number of Managed Accounts | $747,000 | 199 |
| Number of Non-Managed Accounts | $430,000 | 122 |
| Total fiduciary and related assets | $465,377,000 | 261 |
| Managed Assets ($) | $400,664,000 | 222 |
| Non-managed Assets ($) | $64,713,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000 | 354 |
| 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 | $1,185,000 | 178 |
| Number of Managed Accounts | $733,000 | 201 |
| Number of Non-Managed Accounts | $452,000 | 121 |
| Total fiduciary and related assets | $450,008,000 | 261 |
| Managed Assets ($) | $386,736,000 | 227 |
| Non-managed Assets ($) | $63,272,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $653,000 | 337 |
| 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 | $1,166,000 | 181 |
| Number of Managed Accounts | $710,000 | 203 |
| Number of Non-Managed Accounts | $456,000 | 126 |
| Total fiduciary and related assets | $445,537,000 | 264 |
| Managed Assets ($) | $382,273,000 | 229 |
| Non-managed Assets ($) | $63,264,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $268,000 | 380 |
| 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 | $1,157,000 | 195 |
| Number of Managed Accounts | $688,000 | 216 |
| Number of Non-Managed Accounts | $469,000 | 151 |
| Total fiduciary and related assets | $432,211,000 | 271 |
| Managed Assets ($) | $367,912,000 | 229 |
| Non-managed Assets ($) | $64,299,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,193,000 | 341 |
| 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 | $1,145,000 | 184 |
| Number of Managed Accounts | $663,000 | 214 |
| Number of Non-Managed Accounts | $482,000 | 122 |
| Total fiduciary and related assets | $394,223,000 | 274 |
| Managed Assets ($) | $330,966,000 | 232 |
| Non-managed Assets ($) | $63,257,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,000 | 380 |
| 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 | $1,146,000 | 187 |
| Number of Managed Accounts | $655,000 | 215 |
| Number of Non-Managed Accounts | $491,000 | 123 |
| Total fiduciary and related assets | $389,614,000 | 277 |
| Managed Assets ($) | $323,608,000 | 237 |
| Non-managed Assets ($) | $66,006,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 367 |
| 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 | $1,168,000 | 182 |
| Number of Managed Accounts | $663,000 | 211 |
| Number of Non-Managed Accounts | $505,000 | 121 |
| Total fiduciary and related assets | $391,089,000 | 281 |
| Managed Assets ($) | $324,981,000 | 240 |
| Non-managed Assets ($) | $66,108,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,000 | 401 |
| 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 | $1,166,000 | 200 |
| Number of Managed Accounts | $669,000 | 228 |
| Number of Non-Managed Accounts | $497,000 | 152 |
| Total fiduciary and related assets | $382,037,000 | 296 |
| Managed Assets ($) | $317,283,000 | 246 |
| Non-managed Assets ($) | $64,754,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,168,000 | 352 |
| 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 | $1,196,000 | 189 |
| Number of Managed Accounts | $688,000 | 217 |
| Number of Non-Managed Accounts | $508,000 | 137 |
| Total fiduciary and related assets | $366,587,000 | 300 |
| Managed Assets ($) | $303,304,000 | 253 |
| Non-managed Assets ($) | $63,283,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $758,000 | 391 |
| 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 | $1,204,000 | 190 |
| Number of Managed Accounts | $684,000 | 218 |
| Number of Non-Managed Accounts | $520,000 | 133 |
| Total fiduciary and related assets | $367,973,000 | 302 |
| Managed Assets ($) | $301,275,000 | 255 |
| Non-managed Assets ($) | $66,698,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 378 |
| 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 | $1,200,000 | 199 |
| Number of Managed Accounts | $673,000 | 227 |
| Number of Non-Managed Accounts | $527,000 | 131 |
| Total fiduciary and related assets | $346,219,000 | 311 |
| Managed Assets ($) | $283,320,000 | 262 |
| Non-managed Assets ($) | $62,899,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 438 |
| 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 | $1,239,000 | 210 |
| Number of Managed Accounts | $679,000 | 247 |
| Number of Non-Managed Accounts | $560,000 | 143 |
| Total fiduciary and related assets | $350,254,000 | 313 |
| Managed Assets ($) | $286,794,000 | 264 |
| Non-managed Assets ($) | $63,460,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,228,000 | 367 |
| 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 | $1,277,000 | 187 |
| Number of Managed Accounts | $692,000 | 225 |
| Number of Non-Managed Accounts | $585,000 | 131 |
| Total fiduciary and related assets | $373,584,000 | 289 |
| Managed Assets ($) | $266,916,000 | 267 |
| Non-managed Assets ($) | $106,668,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,185,000 | 386 |
| 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 | $1,184,000 | 389 |
| 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 | $1,105,000 | 449 |
| 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 | $949,000 | 476 |
| 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 | $804,000 | 532 |
| 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 | $694,000 | 618 |
| 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 | $597,000 | 687 |
| 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 | $544,000 | 710 |
| 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 | $508,000 | 758 |
| 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 | NA | NA |