Home > Oakworth Capital Bank > Fiduciary and Related Services
Oakworth Capital 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 | $1,301,000 | 199 |
| Number of Managed Accounts | $1,229,000 | 166 |
| Number of Non-Managed Accounts | $72,000 | 308 |
| Total fiduciary and related assets | $1,852,461,000 | 188 |
| Managed Assets ($) | $1,678,357,000 | 155 |
| Non-managed Assets ($) | $174,104,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,794,000 | 163 |
| 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 | $1,294,000 | 191 |
| Number of Managed Accounts | $1,221,000 | 162 |
| Number of Non-Managed Accounts | $73,000 | 218 |
| Total fiduciary and related assets | $1,740,144,000 | 186 |
| Managed Assets ($) | $1,559,535,000 | 159 |
| Non-managed Assets ($) | $180,609,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,100,000 | 162 |
| 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 | $1,300,000 | 193 |
| Number of Managed Accounts | $1,230,000 | 160 |
| Number of Non-Managed Accounts | $70,000 | 249 |
| Total fiduciary and related assets | $1,836,805,000 | 178 |
| Managed Assets ($) | $1,693,899,000 | 144 |
| Non-managed Assets ($) | $142,906,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,289,000 | 163 |
| 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 | $1,270,000 | 202 |
| Number of Managed Accounts | $1,199,000 | 168 |
| Number of Non-Managed Accounts | $71,000 | 226 |
| Total fiduciary and related assets | $1,772,555,000 | 188 |
| Managed Assets ($) | $1,633,110,000 | 153 |
| Non-managed Assets ($) | $139,445,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,649,000 | 167 |
| 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 | $1,261,000 | 209 |
| Number of Managed Accounts | $1,190,000 | 174 |
| Number of Non-Managed Accounts | $71,000 | 314 |
| Total fiduciary and related assets | $1,702,516,000 | 191 |
| Managed Assets ($) | $1,562,447,000 | 156 |
| Non-managed Assets ($) | $140,069,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,523,000 | 169 |
| 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 | $1,260,000 | 208 |
| Number of Managed Accounts | $1,186,000 | 174 |
| Number of Non-Managed Accounts | $74,000 | 224 |
| Total fiduciary and related assets | $1,643,298,000 | 189 |
| Managed Assets ($) | $1,492,414,000 | 155 |
| Non-managed Assets ($) | $150,884,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,009,000 | 171 |
| 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 | $1,240,000 | 189 |
| Number of Managed Accounts | $1,167,000 | 161 |
| Number of Non-Managed Accounts | $73,000 | 219 |
| Total fiduciary and related assets | $1,686,311,000 | 159 |
| Managed Assets ($) | $1,509,006,000 | 135 |
| Non-managed Assets ($) | $177,305,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,400,000 | 143 |
| 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 | $1,251,000 | 187 |
| Number of Managed Accounts | $1,171,000 | 158 |
| Number of Non-Managed Accounts | $80,000 | 194 |
| Total fiduciary and related assets | $1,869,690,000 | 162 |
| Managed Assets ($) | $1,677,617,000 | 139 |
| Non-managed Assets ($) | $192,073,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,744,000 | 146 |
| 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 | $1,204,000 | 198 |
| Number of Managed Accounts | $1,108,000 | 173 |
| Number of Non-Managed Accounts | $96,000 | 250 |
| Total fiduciary and related assets | $1,889,185,000 | 168 |
| Managed Assets ($) | $1,718,608,000 | 139 |
| Non-managed Assets ($) | $170,577,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,596,000 | 159 |
| 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 | $1,188,000 | 195 |
| Number of Managed Accounts | $1,092,000 | 171 |
| Number of Non-Managed Accounts | $96,000 | 185 |
| Total fiduciary and related assets | $1,720,547,000 | 170 |
| Managed Assets ($) | $1,553,946,000 | 144 |
| Non-managed Assets ($) | $166,601,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,986,000 | 161 |
| 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 | $1,161,000 | 200 |
| Number of Managed Accounts | $1,064,000 | 180 |
| Number of Non-Managed Accounts | $97,000 | 198 |
| Total fiduciary and related assets | $1,657,583,000 | 175 |
| Managed Assets ($) | $1,485,763,000 | 148 |
| Non-managed Assets ($) | $171,820,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,422,000 | 163 |
| 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 | $1,126,000 | 200 |
| Number of Managed Accounts | $1,021,000 | 183 |
| Number of Non-Managed Accounts | $105,000 | 178 |
| Total fiduciary and related assets | $1,538,738,000 | 175 |
| Managed Assets ($) | $1,373,723,000 | 152 |
| Non-managed Assets ($) | $165,015,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,123,000 | 170 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,079,000 | 212 |
| Number of Managed Accounts | $969,000 | 195 |
| Number of Non-Managed Accounts | $110,000 | 240 |
| Total fiduciary and related assets | $1,441,444,000 | 179 |
| Managed Assets ($) | $1,277,265,000 | 160 |
| Non-managed Assets ($) | $164,179,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,976,000 | 180 |
| 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 | $1,051,000 | 209 |
| Number of Managed Accounts | $935,000 | 192 |
| Number of Non-Managed Accounts | $116,000 | 174 |
| Total fiduciary and related assets | $1,289,886,000 | 183 |
| Managed Assets ($) | $1,100,139,000 | 164 |
| Non-managed Assets ($) | $189,747,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,095,000 | 181 |
| 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 | $1,039,000 | 218 |
| Number of Managed Accounts | $918,000 | 198 |
| Number of Non-Managed Accounts | $121,000 | 183 |
| Total fiduciary and related assets | $1,203,708,000 | 189 |
| Managed Assets ($) | $1,020,329,000 | 167 |
| Non-managed Assets ($) | $183,379,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,337,000 | 180 |
| 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 | $1,023,000 | 211 |
| Number of Managed Accounts | $898,000 | 192 |
| Number of Non-Managed Accounts | $125,000 | 174 |
| Total fiduciary and related assets | $1,098,937,000 | 187 |
| Managed Assets ($) | $910,964,000 | 165 |
| Non-managed Assets ($) | $187,973,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,779,000 | 179 |
| 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 | $1,016,000 | 228 |
| Number of Managed Accounts | $888,000 | 204 |
| Number of Non-Managed Accounts | $128,000 | 234 |
| Total fiduciary and related assets | $1,227,300,000 | 189 |
| Managed Assets ($) | $1,029,068,000 | 168 |
| Non-managed Assets ($) | $198,232,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,598,000 | 183 |
| 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 | $1,071,000 | 205 |
| Number of Managed Accounts | $922,000 | 193 |
| Number of Non-Managed Accounts | $149,000 | 161 |
| Total fiduciary and related assets | $1,219,760,000 | 188 |
| Managed Assets ($) | $974,462,000 | 167 |
| Non-managed Assets ($) | $245,298,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,975,000 | 181 |
| 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 | $1,092,000 | 203 |
| Number of Managed Accounts | $939,000 | 193 |
| Number of Non-Managed Accounts | $153,000 | 162 |
| Total fiduciary and related assets | $1,232,110,000 | 185 |
| Managed Assets ($) | $990,440,000 | 163 |
| Non-managed Assets ($) | $241,670,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,261,000 | 183 |
| 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 | $1,058,000 | 210 |
| Number of Managed Accounts | $910,000 | 199 |
| Number of Non-Managed Accounts | $148,000 | 168 |
| Total fiduciary and related assets | $1,199,839,000 | 187 |
| Managed Assets ($) | $963,321,000 | 164 |
| Non-managed Assets ($) | $236,518,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,667,000 | 181 |
| 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 | $1,009,000 | 229 |
| Number of Managed Accounts | $860,000 | 205 |
| Number of Non-Managed Accounts | $149,000 | 208 |
| Total fiduciary and related assets | $1,129,574,000 | 186 |
| Managed Assets ($) | $900,325,000 | 163 |
| Non-managed Assets ($) | $229,249,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,398,000 | 188 |
| 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 | $956,000 | 226 |
| Number of Managed Accounts | $882,000 | 198 |
| Number of Non-Managed Accounts | $74,000 | 222 |
| Total fiduciary and related assets | $1,156,641,000 | 190 |
| Managed Assets ($) | $999,794,000 | 163 |
| Non-managed Assets ($) | $156,847,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,805,000 | 186 |
| 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 | $960,000 | 227 |
| Number of Managed Accounts | $887,000 | 200 |
| Number of Non-Managed Accounts | $73,000 | 228 |
| Total fiduciary and related assets | $1,088,531,000 | 197 |
| Managed Assets ($) | $939,232,000 | 163 |
| Non-managed Assets ($) | $149,299,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,160,000 | 188 |
| 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 | $936,000 | 232 |
| Number of Managed Accounts | $864,000 | 203 |
| Number of Non-Managed Accounts | $72,000 | 230 |
| Total fiduciary and related assets | $1,015,603,000 | 201 |
| Managed Assets ($) | $865,222,000 | 168 |
| Non-managed Assets ($) | $150,381,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,629,000 | 187 |
| 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 | $927,000 | 245 |
| Number of Managed Accounts | $854,000 | 208 |
| Number of Non-Managed Accounts | $73,000 | 332 |
| Total fiduciary and related assets | $1,007,554,000 | 202 |
| Managed Assets ($) | $852,716,000 | 171 |
| Non-managed Assets ($) | $154,838,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,662,000 | 194 |
| 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 | $912,000 | 236 |
| Number of Managed Accounts | $838,000 | 205 |
| Number of Non-Managed Accounts | $74,000 | 226 |
| Total fiduciary and related assets | $980,852,000 | 201 |
| Managed Assets ($) | $826,424,000 | 172 |
| Non-managed Assets ($) | $154,428,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,154,000 | 194 |
| 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 | $898,000 | 235 |
| Number of Managed Accounts | $824,000 | 208 |
| Number of Non-Managed Accounts | $74,000 | 223 |
| Total fiduciary and related assets | $915,112,000 | 203 |
| Managed Assets ($) | $779,313,000 | 173 |
| Non-managed Assets ($) | $135,799,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,672,000 | 197 |
| 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 | $894,000 | 234 |
| Number of Managed Accounts | $820,000 | 208 |
| Number of Non-Managed Accounts | $74,000 | 220 |
| Total fiduciary and related assets | $884,143,000 | 203 |
| Managed Assets ($) | $762,770,000 | 172 |
| Non-managed Assets ($) | $121,373,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,306,000 | 201 |
| 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 | $853,000 | 246 |
| Number of Managed Accounts | $789,000 | 211 |
| Number of Non-Managed Accounts | $64,000 | 372 |
| Total fiduciary and related assets | $833,056,000 | 207 |
| Managed Assets ($) | $715,106,000 | 176 |
| Non-managed Assets ($) | $117,950,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,490,000 | 215 |
| 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 | $817,000 | 241 |
| Number of Managed Accounts | $758,000 | 212 |
| Number of Non-Managed Accounts | $59,000 | 255 |
| Total fiduciary and related assets | $794,553,000 | 210 |
| Managed Assets ($) | $678,256,000 | 183 |
| Non-managed Assets ($) | $116,297,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,284,000 | 216 |
| 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 | $783,000 | 250 |
| Number of Managed Accounts | $715,000 | 224 |
| Number of Non-Managed Accounts | $68,000 | 236 |
| Total fiduciary and related assets | $756,682,000 | 216 |
| Managed Assets ($) | $652,170,000 | 188 |
| Non-managed Assets ($) | $104,512,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,134,000 | 219 |
| 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 | $800,000 | 245 |
| Number of Managed Accounts | $717,000 | 217 |
| Number of Non-Managed Accounts | $83,000 | 215 |
| Total fiduciary and related assets | $726,882,000 | 218 |
| Managed Assets ($) | $615,909,000 | 196 |
| Non-managed Assets ($) | $110,973,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 226 |
| 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 | $762,000 | 268 |
| Number of Managed Accounts | $687,000 | 230 |
| Number of Non-Managed Accounts | $75,000 | 333 |
| Total fiduciary and related assets | $684,954,000 | 224 |
| Managed Assets ($) | $599,022,000 | 199 |
| Non-managed Assets ($) | $85,932,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,740,000 | 283 |
| 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 | $460,000 | 319 |
| Number of Managed Accounts | $436,000 | 283 |
| Number of Non-Managed Accounts | $24,000 | 320 |
| Total fiduciary and related assets | $408,829,000 | 297 |
| Managed Assets ($) | $385,643,000 | 258 |
| Non-managed Assets ($) | $23,186,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,919,000 | 295 |
| 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 | $431,000 | 326 |
| Number of Managed Accounts | $412,000 | 292 |
| Number of Non-Managed Accounts | $19,000 | 334 |
| Total fiduciary and related assets | $417,812,000 | 301 |
| Managed Assets ($) | $394,794,000 | 261 |
| Non-managed Assets ($) | $23,018,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,273,000 | 297 |
| 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 | $412,000 | 334 |
| Number of Managed Accounts | $392,000 | 295 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $427,161,000 | 295 |
| Managed Assets ($) | $403,883,000 | 259 |
| Non-managed Assets ($) | $23,278,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $614,000 | 300 |
| 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 | $388,000 | 407 |
| Number of Managed Accounts | $367,000 | 342 |
| Number of Non-Managed Accounts | $21,000 | 662 |
| Total fiduciary and related assets | $402,299,000 | 309 |
| Managed Assets ($) | $378,281,000 | 272 |
| Non-managed Assets ($) | $24,018,000 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 318 |
| 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 | $374,000 | 349 |
| Number of Managed Accounts | $354,000 | 314 |
| Number of Non-Managed Accounts | $20,000 | 336 |
| Total fiduciary and related assets | $363,425,000 | 324 |
| Managed Assets ($) | $339,789,000 | 286 |
| Non-managed Assets ($) | $23,636,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,616,000 | 321 |
| 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 | $368,000 | 353 |
| Number of Managed Accounts | $348,000 | 317 |
| Number of Non-Managed Accounts | $20,000 | 331 |
| Total fiduciary and related assets | $359,000,000 | 326 |
| Managed Assets ($) | $335,004,000 | 290 |
| Non-managed Assets ($) | $23,996,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,054,000 | 323 |
| 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 | $358,000 | 361 |
| Number of Managed Accounts | $338,000 | 325 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $333,388,000 | 337 |
| Managed Assets ($) | $310,063,000 | 298 |
| Non-managed Assets ($) | $23,325,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $505,000 | 330 |
| 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 | $342,000 | 450 |
| Number of Managed Accounts | $318,000 | 380 |
| Number of Non-Managed Accounts | $24,000 | 642 |
| Total fiduciary and related assets | $308,855,000 | 348 |
| Managed Assets ($) | $285,554,000 | 304 |
| Non-managed Assets ($) | $23,301,000 | 451 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,737,000 | 352 |
| 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 | $310,000 | 352 |
| Number of Managed Accounts | $290,000 | 324 |
| Number of Non-Managed Accounts | $20,000 | 325 |
| Total fiduciary and related assets | $238,540,000 | 364 |
| Managed Assets ($) | $216,788,000 | 323 |
| Non-managed Assets ($) | $21,752,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 358 |
| 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 | $296,000 | 357 |
| Number of Managed Accounts | $276,000 | 326 |
| Number of Non-Managed Accounts | $20,000 | 324 |
| Total fiduciary and related assets | $226,069,000 | 367 |
| Managed Assets ($) | $204,395,000 | 326 |
| Non-managed Assets ($) | $21,674,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $804,000 | 362 |
| 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 | $278,000 | 362 |
| Number of Managed Accounts | $264,000 | 330 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $218,293,000 | 368 |
| Managed Assets ($) | $197,830,000 | 330 |
| Non-managed Assets ($) | $20,463,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $380,000 | 373 |
| 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 | $260,000 | 520 |
| Number of Managed Accounts | $244,000 | 431 |
| Number of Non-Managed Accounts | $16,000 | 746 |
| Total fiduciary and related assets | $190,372,000 | 420 |
| Managed Assets ($) | $170,961,000 | 371 |
| Non-managed Assets ($) | $19,411,000 | 494 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,318,000 | 385 |
| 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 | $236,000 | 353 |
| Number of Managed Accounts | $220,000 | 330 |
| Number of Non-Managed Accounts | $16,000 | 320 |
| Total fiduciary and related assets | $188,576,000 | 360 |
| Managed Assets ($) | $162,545,000 | 335 |
| Non-managed Assets ($) | $26,031,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $947,000 | 392 |
| 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 | $223,000 | 353 |
| Number of Managed Accounts | $208,000 | 328 |
| Number of Non-Managed Accounts | $15,000 | 325 |
| Total fiduciary and related assets | $153,410,000 | 362 |
| Managed Assets ($) | $144,096,000 | 333 |
| Non-managed Assets ($) | $9,314,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $618,000 | 399 |
| 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 | $208,000 | 354 |
| Number of Managed Accounts | $194,000 | 327 |
| Number of Non-Managed Accounts | $14,000 | 328 |
| Total fiduciary and related assets | $150,943,000 | 362 |
| Managed Assets ($) | $141,460,000 | 333 |
| Non-managed Assets ($) | $9,483,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,000 | 403 |
| 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 | $195,000 | 608 |
| Number of Managed Accounts | $182,000 | 504 |
| Number of Non-Managed Accounts | $13,000 | 800 |
| Total fiduciary and related assets | $133,504,000 | 490 |
| Managed Assets ($) | $124,280,000 | 424 |
| Non-managed Assets ($) | $9,224,000 | 616 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 404 |
| 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 | $183,000 | 368 |
| Number of Managed Accounts | $171,000 | 340 |
| Number of Non-Managed Accounts | $12,000 | 351 |
| Total fiduciary and related assets | $119,428,000 | 368 |
| Managed Assets ($) | $112,803,000 | 334 |
| Non-managed Assets ($) | $6,625,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $694,000 | 410 |
| 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 | $167,000 | 375 |
| Number of Managed Accounts | $155,000 | 347 |
| Number of Non-Managed Accounts | $12,000 | 354 |
| Total fiduciary and related assets | $117,984,000 | 375 |
| Managed Assets ($) | $111,075,000 | 340 |
| Non-managed Assets ($) | $6,909,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 423 |
| 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 | $147,000 | 382 |
| Number of Managed Accounts | $138,000 | 355 |
| Number of Non-Managed Accounts | $9,000 | 364 |
| Total fiduciary and related assets | $111,130,000 | 380 |
| Managed Assets ($) | $105,075,000 | 347 |
| Non-managed Assets ($) | $6,055,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $213,000 | 440 |
| 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 | $145,000 | 710 |
| Number of Managed Accounts | $137,000 | 590 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $100,993,000 | 557 |
| Managed Assets ($) | $96,099,000 | 484 |
| Non-managed Assets ($) | $4,894,000 | 751 |
| Memoranda | ||
| Gross Fiduciary activities income | $680,000 | 483 |
| 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 | $124,000 | 373 |
| Number of Managed Accounts | $116,000 | 344 |
| Number of Non-Managed Accounts | $8,000 | 361 |
| Total fiduciary and related assets | $76,555,000 | 374 |
| Managed Assets ($) | $71,834,000 | 344 |
| Non-managed Assets ($) | $4,721,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $498,000 | 487 |
| 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 | $114,000 | 376 |
| Number of Managed Accounts | $109,000 | 346 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $66,103,000 | 377 |
| Managed Assets ($) | $63,797,000 | 346 |
| Non-managed Assets ($) | $2,306,000 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 482 |
| 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 | $112,000 | 380 |
| Number of Managed Accounts | $108,000 | 349 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $73,162,000 | 383 |
| Managed Assets ($) | $70,902,000 | 348 |
| Non-managed Assets ($) | $2,260,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $188,000 | 471 |
| 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 | $100,000 | 842 |
| Number of Managed Accounts | $96,000 | 697 |
| Number of Non-Managed Accounts | $4,000 | 1,049 |
| Total fiduciary and related assets | $67,141,000 | 663 |
| Managed Assets ($) | $64,874,000 | 578 |
| Non-managed Assets ($) | $2,267,000 | 882 |
| Memoranda | ||
| Gross Fiduciary activities income | $405,000 | 594 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $276,000 | 609 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $171,000 | 632 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,000 | 691 |
| 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 | $55,000 | 1,032 |
| Number of Managed Accounts | $55,000 | 866 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $40,249,000 | 794 |
| Managed Assets ($) | $40,249,000 | 693 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $129,000 | 853 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,000 | 917 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000 | 1,253 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |