Home > PlainsCapital Bank > Fiduciary and Related Services
PlainsCapital 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 | $1,268,000 | 205 |
| Number of Managed Accounts | $1,226,000 | 167 |
| Number of Non-Managed Accounts | $42,000 | 414 |
| Total fiduciary and related assets | $2,569,667,000 | 160 |
| Managed Assets ($) | $2,513,968,000 | 120 |
| Non-managed Assets ($) | $55,699,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,361,000 | 150 |
| 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 | $1,202,000 | 203 |
| Number of Managed Accounts | $1,185,000 | 167 |
| Number of Non-Managed Accounts | $17,000 | 314 |
| Total fiduciary and related assets | $2,332,258,000 | 163 |
| Managed Assets ($) | $2,287,315,000 | 124 |
| Non-managed Assets ($) | $44,943,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,736,000 | 150 |
| 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 | $1,164,000 | 213 |
| Number of Managed Accounts | $1,147,000 | 172 |
| Number of Non-Managed Accounts | $17,000 | 366 |
| Total fiduciary and related assets | $2,397,639,000 | 159 |
| Managed Assets ($) | $2,358,157,000 | 119 |
| Non-managed Assets ($) | $39,482,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,488,000 | 150 |
| 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 | $1,163,000 | 216 |
| Number of Managed Accounts | $1,149,000 | 175 |
| Number of Non-Managed Accounts | $14,000 | 327 |
| Total fiduciary and related assets | $2,418,000,000 | 164 |
| Managed Assets ($) | $2,379,554,000 | 123 |
| Non-managed Assets ($) | $38,446,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,290,000 | 150 |
| 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 | $1,142,000 | 228 |
| Number of Managed Accounts | $1,129,000 | 189 |
| Number of Non-Managed Accounts | $13,000 | 616 |
| Total fiduciary and related assets | $2,220,208,000 | 168 |
| Managed Assets ($) | $2,183,008,000 | 130 |
| Non-managed Assets ($) | $37,200,000 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,975,000 | 145 |
| 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 | $1,106,000 | 226 |
| Number of Managed Accounts | $1,095,000 | 191 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $1,863,414,000 | 179 |
| Managed Assets ($) | $1,830,958,000 | 135 |
| Non-managed Assets ($) | $32,456,000 | 306 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,350,000 | 148 |
| 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 | $1,096,000 | 207 |
| Number of Managed Accounts | $1,085,000 | 178 |
| Number of Non-Managed Accounts | $11,000 | 363 |
| Total fiduciary and related assets | $1,850,440,000 | 149 |
| Managed Assets ($) | $1,818,848,000 | 123 |
| Non-managed Assets ($) | $31,592,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,664,000 | 126 |
| 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 | $1,097,000 | 204 |
| Number of Managed Accounts | $1,086,000 | 175 |
| Number of Non-Managed Accounts | $11,000 | 308 |
| Total fiduciary and related assets | $1,957,434,000 | 154 |
| Managed Assets ($) | $1,925,166,000 | 125 |
| Non-managed Assets ($) | $32,268,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,174,000 | 132 |
| 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 | $1,110,000 | 208 |
| Number of Managed Accounts | $1,096,000 | 176 |
| Number of Non-Managed Accounts | $14,000 | 589 |
| Total fiduciary and related assets | $1,968,743,000 | 162 |
| Managed Assets ($) | $1,933,604,000 | 125 |
| Non-managed Assets ($) | $35,139,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,998,000 | 145 |
| 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 | $1,124,000 | 203 |
| Number of Managed Accounts | $1,110,000 | 169 |
| Number of Non-Managed Accounts | $14,000 | 295 |
| Total fiduciary and related assets | $1,851,681,000 | 164 |
| Managed Assets ($) | $1,821,948,000 | 128 |
| Non-managed Assets ($) | $29,733,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,027,000 | 147 |
| 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 | $1,099,000 | 209 |
| Number of Managed Accounts | $1,084,000 | 173 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $1,813,294,000 | 167 |
| Managed Assets ($) | $1,782,674,000 | 132 |
| Non-managed Assets ($) | $30,620,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,995,000 | 154 |
| 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 | $1,087,000 | 205 |
| Number of Managed Accounts | $1,071,000 | 173 |
| Number of Non-Managed Accounts | $16,000 | 294 |
| Total fiduciary and related assets | $1,597,817,000 | 173 |
| Managed Assets ($) | $1,565,554,000 | 140 |
| Non-managed Assets ($) | $32,263,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 157 |
| 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 | $1,078,000 | 213 |
| Number of Managed Accounts | $1,062,000 | 178 |
| Number of Non-Managed Accounts | $16,000 | 586 |
| Total fiduciary and related assets | $1,548,308,000 | 174 |
| Managed Assets ($) | $1,520,683,000 | 141 |
| Non-managed Assets ($) | $27,625,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,804,000 | 145 |
| 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 | $1,065,000 | 203 |
| Number of Managed Accounts | $1,047,000 | 174 |
| Number of Non-Managed Accounts | $18,000 | 291 |
| Total fiduciary and related assets | $1,406,368,000 | 175 |
| Managed Assets ($) | $1,378,721,000 | 142 |
| Non-managed Assets ($) | $27,647,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,381,000 | 141 |
| 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 | $1,054,000 | 214 |
| Number of Managed Accounts | $1,042,000 | 181 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $1,406,246,000 | 174 |
| Managed Assets ($) | $1,385,264,000 | 141 |
| Non-managed Assets ($) | $20,982,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,119,000 | 137 |
| 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 | $1,061,000 | 206 |
| Number of Managed Accounts | $1,045,000 | 172 |
| Number of Non-Managed Accounts | $16,000 | 296 |
| Total fiduciary and related assets | $1,346,934,000 | 171 |
| Managed Assets ($) | $1,318,198,000 | 136 |
| Non-managed Assets ($) | $28,736,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,417,000 | 147 |
| 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 | $1,046,000 | 221 |
| Number of Managed Accounts | $1,030,000 | 185 |
| Number of Non-Managed Accounts | $16,000 | 596 |
| Total fiduciary and related assets | $1,418,588,000 | 176 |
| Managed Assets ($) | $1,384,061,000 | 142 |
| Non-managed Assets ($) | $34,527,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,255,000 | 138 |
| 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 | $1,048,000 | 210 |
| Number of Managed Accounts | $1,033,000 | 176 |
| Number of Non-Managed Accounts | $15,000 | 301 |
| Total fiduciary and related assets | $1,393,910,000 | 177 |
| Managed Assets ($) | $1,358,489,000 | 141 |
| Non-managed Assets ($) | $35,421,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,684,000 | 140 |
| 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 | $1,053,000 | 212 |
| Number of Managed Accounts | $1,034,000 | 180 |
| Number of Non-Managed Accounts | $19,000 | 320 |
| Total fiduciary and related assets | $1,320,373,000 | 179 |
| Managed Assets ($) | $1,280,834,000 | 145 |
| Non-managed Assets ($) | $39,539,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,248,000 | 139 |
| 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 | $1,038,000 | 216 |
| Number of Managed Accounts | $1,019,000 | 182 |
| Number of Non-Managed Accounts | $19,000 | 325 |
| Total fiduciary and related assets | $1,270,389,000 | 182 |
| Managed Assets ($) | $1,220,277,000 | 148 |
| Non-managed Assets ($) | $50,112,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,427,000 | 144 |
| 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 | $1,044,000 | 219 |
| Number of Managed Accounts | $1,024,000 | 180 |
| Number of Non-Managed Accounts | $20,000 | 575 |
| Total fiduciary and related assets | $1,165,265,000 | 183 |
| Managed Assets ($) | $1,111,914,000 | 150 |
| Non-managed Assets ($) | $53,351,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,807,000 | 143 |
| 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 | $1,040,000 | 212 |
| Number of Managed Accounts | $1,022,000 | 175 |
| Number of Non-Managed Accounts | $18,000 | 328 |
| Total fiduciary and related assets | $1,385,236,000 | 170 |
| Managed Assets ($) | $1,331,058,000 | 137 |
| Non-managed Assets ($) | $54,178,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,248,000 | 143 |
| 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 | $1,028,000 | 214 |
| Number of Managed Accounts | $1,007,000 | 182 |
| Number of Non-Managed Accounts | $21,000 | 326 |
| Total fiduciary and related assets | $1,340,473,000 | 172 |
| Managed Assets ($) | $1,285,090,000 | 138 |
| Non-managed Assets ($) | $55,383,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,646,000 | 147 |
| 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 | $1,017,000 | 220 |
| Number of Managed Accounts | $996,000 | 180 |
| Number of Non-Managed Accounts | $21,000 | 328 |
| Total fiduciary and related assets | $1,242,297,000 | 179 |
| Managed Assets ($) | $1,131,134,000 | 146 |
| Non-managed Assets ($) | $111,163,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,311,000 | 151 |
| 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 | $1,006,000 | 230 |
| Number of Managed Accounts | $985,000 | 182 |
| Number of Non-Managed Accounts | $21,000 | 584 |
| Total fiduciary and related assets | $1,221,655,000 | 184 |
| Managed Assets ($) | $1,109,455,000 | 147 |
| Non-managed Assets ($) | $112,200,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,485,000 | 163 |
| 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 | $1,008,000 | 217 |
| Number of Managed Accounts | $990,000 | 177 |
| Number of Non-Managed Accounts | $18,000 | 323 |
| Total fiduciary and related assets | $1,125,109,000 | 188 |
| Managed Assets ($) | $1,014,198,000 | 154 |
| Non-managed Assets ($) | $110,911,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,364,000 | 168 |
| 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 | $974,000 | 219 |
| Number of Managed Accounts | $962,000 | 180 |
| Number of Non-Managed Accounts | $12,000 | 339 |
| Total fiduciary and related assets | $1,121,336,000 | 185 |
| Managed Assets ($) | $1,014,598,000 | 147 |
| Non-managed Assets ($) | $106,738,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,498,000 | 165 |
| 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 | $965,000 | 219 |
| Number of Managed Accounts | $952,000 | 179 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $992,794,000 | 194 |
| Managed Assets ($) | $884,456,000 | 161 |
| Non-managed Assets ($) | $108,338,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,709,000 | 169 |
| 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 | $951,000 | 223 |
| Number of Managed Accounts | $937,000 | 181 |
| Number of Non-Managed Accounts | $14,000 | 672 |
| Total fiduciary and related assets | $993,884,000 | 190 |
| Managed Assets ($) | $881,897,000 | 158 |
| Non-managed Assets ($) | $111,987,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,782,000 | 161 |
| 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 | $948,000 | 218 |
| Number of Managed Accounts | $934,000 | 178 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $977,699,000 | 193 |
| Managed Assets ($) | $867,195,000 | 158 |
| Non-managed Assets ($) | $110,504,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,016,000 | 164 |
| 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 | $947,000 | 220 |
| Number of Managed Accounts | $931,000 | 179 |
| Number of Non-Managed Accounts | $16,000 | 339 |
| Total fiduciary and related assets | $1,053,689,000 | 182 |
| Managed Assets ($) | $943,212,000 | 150 |
| Non-managed Assets ($) | $110,477,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,174,000 | 170 |
| 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 | $939,000 | 220 |
| Number of Managed Accounts | $927,000 | 180 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $991,102,000 | 185 |
| Managed Assets ($) | $920,658,000 | 152 |
| Non-managed Assets ($) | $70,444,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,578,000 | 173 |
| 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 | $927,000 | 233 |
| Number of Managed Accounts | $915,000 | 181 |
| Number of Non-Managed Accounts | $12,000 | 732 |
| Total fiduciary and related assets | $972,839,000 | 191 |
| Managed Assets ($) | $904,416,000 | 153 |
| Non-managed Assets ($) | $68,423,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,113,000 | 158 |
| 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 | $933,000 | 222 |
| Number of Managed Accounts | $920,000 | 181 |
| Number of Non-Managed Accounts | $13,000 | 347 |
| Total fiduciary and related assets | $960,932,000 | 191 |
| Managed Assets ($) | $899,806,000 | 151 |
| Non-managed Assets ($) | $61,126,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,475,000 | 157 |
| 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 | $921,000 | 227 |
| Number of Managed Accounts | $907,000 | 185 |
| Number of Non-Managed Accounts | $14,000 | 346 |
| Total fiduciary and related assets | $963,951,000 | 196 |
| Managed Assets ($) | $909,566,000 | 157 |
| Non-managed Assets ($) | $54,385,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,875,000 | 153 |
| 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 | $920,000 | 223 |
| Number of Managed Accounts | $905,000 | 181 |
| Number of Non-Managed Accounts | $15,000 | 349 |
| Total fiduciary and related assets | $1,004,987,000 | 191 |
| Managed Assets ($) | $940,633,000 | 151 |
| Non-managed Assets ($) | $64,354,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,246,000 | 137 |
| 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 | $917,000 | 231 |
| Number of Managed Accounts | $896,000 | 183 |
| Number of Non-Managed Accounts | $21,000 | 662 |
| Total fiduciary and related assets | $1,006,958,000 | 187 |
| Managed Assets ($) | $915,622,000 | 153 |
| Non-managed Assets ($) | $91,336,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,330,000 | 165 |
| 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 | $896,000 | 230 |
| Number of Managed Accounts | $874,000 | 189 |
| Number of Non-Managed Accounts | $22,000 | 331 |
| Total fiduciary and related assets | $999,839,000 | 182 |
| Managed Assets ($) | $909,917,000 | 149 |
| Non-managed Assets ($) | $89,922,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,705,000 | 165 |
| 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 | $883,000 | 229 |
| Number of Managed Accounts | $859,000 | 190 |
| Number of Non-Managed Accounts | $24,000 | 319 |
| Total fiduciary and related assets | $961,823,000 | 183 |
| Managed Assets ($) | $870,015,000 | 154 |
| Non-managed Assets ($) | $91,808,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,121,000 | 163 |
| 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 | $862,000 | 236 |
| Number of Managed Accounts | $840,000 | 189 |
| Number of Non-Managed Accounts | $22,000 | 331 |
| Total fiduciary and related assets | $975,115,000 | 180 |
| Managed Assets ($) | $886,383,000 | 147 |
| Non-managed Assets ($) | $88,732,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,539,000 | 164 |
| 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 | $847,000 | 247 |
| Number of Managed Accounts | $823,000 | 193 |
| Number of Non-Managed Accounts | $24,000 | 642 |
| Total fiduciary and related assets | $1,007,225,000 | 176 |
| Managed Assets ($) | $918,781,000 | 143 |
| Non-managed Assets ($) | $88,444,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,050,000 | 183 |
| 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 | $850,000 | 231 |
| Number of Managed Accounts | $826,000 | 183 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $998,249,000 | 167 |
| Managed Assets ($) | $878,537,000 | 140 |
| Non-managed Assets ($) | $119,712,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,589,000 | 189 |
| 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 | $702,000 | 260 |
| Number of Managed Accounts | $686,000 | 214 |
| Number of Non-Managed Accounts | $16,000 | 332 |
| Total fiduciary and related assets | $674,906,000 | 207 |
| Managed Assets ($) | $561,605,000 | 180 |
| Non-managed Assets ($) | $113,301,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,343,000 | 191 |
| 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 | $706,000 | 264 |
| Number of Managed Accounts | $691,000 | 213 |
| Number of Non-Managed Accounts | $15,000 | 334 |
| Total fiduciary and related assets | $707,952,000 | 199 |
| Managed Assets ($) | $595,386,000 | 175 |
| Non-managed Assets ($) | $112,566,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,143,000 | 190 |
| 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 | $709,000 | 285 |
| Number of Managed Accounts | $694,000 | 218 |
| Number of Non-Managed Accounts | $15,000 | 758 |
| Total fiduciary and related assets | $668,325,000 | 207 |
| Managed Assets ($) | $558,962,000 | 180 |
| Non-managed Assets ($) | $109,363,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 645 |
| 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 | $689,000 | 262 |
| Number of Managed Accounts | $673,000 | 213 |
| Number of Non-Managed Accounts | $16,000 | 320 |
| Total fiduciary and related assets | $654,088,000 | 206 |
| Managed Assets ($) | $542,432,000 | 181 |
| Non-managed Assets ($) | $111,656,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,092,000 | 194 |
| 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 | $681,000 | 260 |
| Number of Managed Accounts | $665,000 | 213 |
| Number of Non-Managed Accounts | $16,000 | 322 |
| Total fiduciary and related assets | $634,289,000 | 203 |
| Managed Assets ($) | $525,155,000 | 177 |
| Non-managed Assets ($) | $109,134,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,076,000 | 194 |
| 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 | $674,000 | 263 |
| Number of Managed Accounts | $656,000 | 215 |
| Number of Non-Managed Accounts | $18,000 | 315 |
| Total fiduciary and related assets | $630,530,000 | 204 |
| Managed Assets ($) | $518,711,000 | 182 |
| Non-managed Assets ($) | $111,819,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,031,000 | 194 |
| 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 | $662,000 | 296 |
| Number of Managed Accounts | $643,000 | 228 |
| Number of Non-Managed Accounts | $19,000 | 721 |
| Total fiduciary and related assets | $605,716,000 | 204 |
| Managed Assets ($) | $495,137,000 | 183 |
| Non-managed Assets ($) | $110,579,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,198,000 | 161 |
| 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 | $669,000 | 261 |
| Number of Managed Accounts | $650,000 | 215 |
| Number of Non-Managed Accounts | $19,000 | 328 |
| Total fiduciary and related assets | $523,946,000 | 226 |
| Managed Assets ($) | $415,522,000 | 209 |
| Non-managed Assets ($) | $108,424,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,123,000 | 160 |
| 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 | $660,000 | 267 |
| Number of Managed Accounts | $640,000 | 217 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $549,459,000 | 225 |
| Managed Assets ($) | $434,187,000 | 208 |
| Non-managed Assets ($) | $115,272,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 165 |
| 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 | $661,000 | 268 |
| Number of Managed Accounts | $640,000 | 216 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $539,142,000 | 227 |
| Managed Assets ($) | $424,874,000 | 211 |
| Non-managed Assets ($) | $114,268,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 166 |
| 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 | $656,000 | 301 |
| Number of Managed Accounts | $637,000 | 231 |
| Number of Non-Managed Accounts | $19,000 | 751 |
| Total fiduciary and related assets | $495,792,000 | 241 |
| Managed Assets ($) | $388,864,000 | 227 |
| Non-managed Assets ($) | $106,928,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,314,000 | 154 |
| 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 | $680,000 | 265 |
| Number of Managed Accounts | $661,000 | 211 |
| Number of Non-Managed Accounts | $19,000 | 322 |
| Total fiduciary and related assets | $482,593,000 | 241 |
| Managed Assets ($) | $402,907,000 | 207 |
| Non-managed Assets ($) | $79,686,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,269,000 | 152 |
| 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 | $747,000 | 247 |
| Number of Managed Accounts | $725,000 | 195 |
| Number of Non-Managed Accounts | $22,000 | 318 |
| Total fiduciary and related assets | $493,720,000 | 229 |
| Managed Assets ($) | $421,504,000 | 191 |
| Non-managed Assets ($) | $72,216,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,221,000 | 155 |
| 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 | $330,000 | 338 |
| Number of Managed Accounts | $321,000 | 299 |
| Number of Non-Managed Accounts | $9,000 | 361 |
| Total fiduciary and related assets | $183,996,000 | 360 |
| Managed Assets ($) | $171,086,000 | 316 |
| Non-managed Assets ($) | $12,910,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,073,000 | 157 |
| 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 | $765,000 | 278 |
| Number of Managed Accounts | $734,000 | 208 |
| Number of Non-Managed Accounts | $31,000 | 661 |
| Total fiduciary and related assets | $517,091,000 | 230 |
| Managed Assets ($) | $439,987,000 | 193 |
| Non-managed Assets ($) | $77,104,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,920,000 | 163 |
| 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 | $786,000 | 241 |
| Number of Managed Accounts | $763,000 | 190 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $521,317,000 | 225 |
| Managed Assets ($) | $450,250,000 | 191 |
| Non-managed Assets ($) | $71,067,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 166 |
| 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 | $774,000 | 248 |
| Number of Managed Accounts | $748,000 | 197 |
| Number of Non-Managed Accounts | $26,000 | 307 |
| Total fiduciary and related assets | $479,003,000 | 228 |
| Managed Assets ($) | $412,145,000 | 198 |
| Non-managed Assets ($) | $66,858,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,792,000 | 176 |
| 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 | $783,000 | 245 |
| Number of Managed Accounts | $755,000 | 195 |
| Number of Non-Managed Accounts | $28,000 | 303 |
| Total fiduciary and related assets | $457,828,000 | 225 |
| Managed Assets ($) | $397,701,000 | 193 |
| Non-managed Assets ($) | $60,127,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $903,000 | 176 |
| 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 | $792,000 | 274 |
| Number of Managed Accounts | $765,000 | 204 |
| Number of Non-Managed Accounts | $27,000 | 694 |
| Total fiduciary and related assets | $482,213,000 | 226 |
| Managed Assets ($) | $421,827,000 | 192 |
| Non-managed Assets ($) | $60,386,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,482,000 | 165 |
| 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 | $790,000 | 244 |
| Number of Managed Accounts | $766,000 | 192 |
| Number of Non-Managed Accounts | $24,000 | 328 |
| Total fiduciary and related assets | $557,982,000 | 219 |
| Managed Assets ($) | $490,250,000 | 184 |
| Non-managed Assets ($) | $67,732,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,368,000 | 169 |
| 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 | $785,000 | 254 |
| Number of Managed Accounts | $760,000 | 198 |
| Number of Non-Managed Accounts | $25,000 | 328 |
| Total fiduciary and related assets | $574,204,000 | 231 |
| Managed Assets ($) | $505,792,000 | 188 |
| Non-managed Assets ($) | $68,412,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 175 |
| 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 | $780,000 | 255 |
| Number of Managed Accounts | $757,000 | 199 |
| Number of Non-Managed Accounts | $23,000 | 334 |
| Total fiduciary and related assets | $595,970,000 | 232 |
| Managed Assets ($) | $527,425,000 | 188 |
| Non-managed Assets ($) | $68,545,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 177 |
| 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 | $786,000 | 274 |
| Number of Managed Accounts | $761,000 | 201 |
| Number of Non-Managed Accounts | $25,000 | 717 |
| Total fiduciary and related assets | $568,900,000 | 243 |
| Managed Assets ($) | $497,182,000 | 199 |
| Non-managed Assets ($) | $71,718,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,068,000 | 179 |
| 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 | $752,000 | 248 |
| Number of Managed Accounts | $728,000 | 201 |
| Number of Non-Managed Accounts | $24,000 | 322 |
| Total fiduciary and related assets | $539,615,000 | 244 |
| Managed Assets ($) | $469,678,000 | 212 |
| Non-managed Assets ($) | $69,937,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,000 | 179 |
| 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 | $726,000 | 261 |
| Number of Managed Accounts | $704,000 | 209 |
| Number of Non-Managed Accounts | $22,000 | 338 |
| Total fiduciary and related assets | $526,705,000 | 258 |
| Managed Assets ($) | $459,041,000 | 221 |
| Non-managed Assets ($) | $67,664,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 186 |
| 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 | $721,000 | 263 |
| Number of Managed Accounts | $699,000 | 210 |
| Number of Non-Managed Accounts | $22,000 | 336 |
| Total fiduciary and related assets | $487,920,000 | 267 |
| Managed Assets ($) | $427,038,000 | 218 |
| Non-managed Assets ($) | $60,882,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $953,000 | 186 |
| 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 | $719,000 | 289 |
| Number of Managed Accounts | $694,000 | 219 |
| Number of Non-Managed Accounts | $25,000 | 739 |
| Total fiduciary and related assets | $464,047,000 | 273 |
| Managed Assets ($) | $445,456,000 | 211 |
| Non-managed Assets ($) | $18,591,000 | 536 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,673,000 | 220 |
| 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 | $709,000 | 267 |
| Number of Managed Accounts | $680,000 | 216 |
| Number of Non-Managed Accounts | $29,000 | 319 |
| Total fiduciary and related assets | $436,201,000 | 280 |
| Managed Assets ($) | $410,769,000 | 224 |
| Non-managed Assets ($) | $25,432,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,762,000 | 249 |
| 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 | $640,000 | 285 |
| Number of Managed Accounts | $612,000 | 234 |
| Number of Non-Managed Accounts | $28,000 | 332 |
| Total fiduciary and related assets | $364,731,000 | 308 |
| Managed Assets ($) | $333,159,000 | 255 |
| Non-managed Assets ($) | $31,572,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 268 |
| 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 | $551,000 | 305 |
| Number of Managed Accounts | $525,000 | 255 |
| Number of Non-Managed Accounts | $26,000 | 336 |
| Total fiduciary and related assets | $334,297,000 | 318 |
| Managed Assets ($) | $304,079,000 | 268 |
| Non-managed Assets ($) | $30,218,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 269 |
| 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 | $573,000 | 347 |
| Number of Managed Accounts | $551,000 | 268 |
| Number of Non-Managed Accounts | $22,000 | 798 |
| Total fiduciary and related assets | $319,337,000 | 328 |
| Managed Assets ($) | $299,258,000 | 268 |
| Non-managed Assets ($) | $20,079,000 | 508 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 262 |
| 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 | $584,000 | 287 |
| Number of Managed Accounts | $561,000 | 242 |
| Number of Non-Managed Accounts | $23,000 | 334 |
| Total fiduciary and related assets | $333,240,000 | 311 |
| Managed Assets ($) | $314,331,000 | 253 |
| Non-managed Assets ($) | $18,909,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,604,000 | 255 |
| 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 | $586,000 | 290 |
| Number of Managed Accounts | $561,000 | 243 |
| Number of Non-Managed Accounts | $25,000 | 346 |
| Total fiduciary and related assets | $358,787,000 | 299 |
| Managed Assets ($) | $339,032,000 | 239 |
| Non-managed Assets ($) | $19,755,000 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,097,000 | 252 |
| 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 | $584,000 | 298 |
| Number of Managed Accounts | $559,000 | 247 |
| Number of Non-Managed Accounts | $25,000 | 346 |
| Total fiduciary and related assets | $349,655,000 | 300 |
| Managed Assets ($) | $330,148,000 | 242 |
| Non-managed Assets ($) | $19,507,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $543,000 | 255 |
| 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 | $577,000 | 343 |
| Number of Managed Accounts | $550,000 | 265 |
| Number of Non-Managed Accounts | $27,000 | 754 |
| Total fiduciary and related assets | $346,701,000 | 303 |
| Managed Assets ($) | $322,795,000 | 244 |
| Non-managed Assets ($) | $23,906,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,900,000 | 269 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,395,000 | 273 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000 | 274 |
| 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 | $534,000 | 312 |
| Number of Managed Accounts | $509,000 | 255 |
| Number of Non-Managed Accounts | $25,000 | 358 |
| Total fiduciary and related assets | $335,168,000 | 307 |
| Managed Assets ($) | $307,714,000 | 244 |
| Non-managed Assets ($) | $27,454,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $459,000 | 276 |
| 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 | $545,000 | 374 |
| Number of Managed Accounts | $513,000 | 282 |
| Number of Non-Managed Accounts | $32,000 | 736 |
| Total fiduciary and related assets | $324,496,000 | 320 |
| Managed Assets ($) | $298,539,000 | 256 |
| Non-managed Assets ($) | $25,957,000 | 460 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,753,000 | 286 |
| 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 | $553,000 | 314 |
| Number of Managed Accounts | $513,000 | 266 |
| Number of Non-Managed Accounts | $40,000 | 338 |
| Total fiduciary and related assets | $335,701,000 | 310 |
| Managed Assets ($) | $290,978,000 | 259 |
| Non-managed Assets ($) | $44,723,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 295 |
| 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 | $500,000 | 336 |
| Number of Managed Accounts | $472,000 | 281 |
| Number of Non-Managed Accounts | $28,000 | 360 |
| Total fiduciary and related assets | $333,323,000 | 316 |
| Managed Assets ($) | $288,792,000 | 260 |
| Non-managed Assets ($) | $44,531,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $913,000 | 292 |
| 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 | $488,000 | 341 |
| Number of Managed Accounts | $452,000 | 290 |
| Number of Non-Managed Accounts | $36,000 | 355 |
| Total fiduciary and related assets | $317,299,000 | 321 |
| Managed Assets ($) | $273,485,000 | 267 |
| Non-managed Assets ($) | $43,814,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $461,000 | 294 |
| 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 | $482,000 | 419 |
| Number of Managed Accounts | $446,000 | 336 |
| Number of Non-Managed Accounts | $36,000 | 705 |
| Total fiduciary and related assets | $314,286,000 | 327 |
| Managed Assets ($) | $269,085,000 | 270 |
| Non-managed Assets ($) | $45,201,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,439,000 | 335 |
| 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 | $426,000 | 436 |
| Number of Managed Accounts | $376,000 | 354 |
| Number of Non-Managed Accounts | $50,000 | 591 |
| Total fiduciary and related assets | $313,590,000 | 313 |
| Managed Assets ($) | $243,893,000 | 281 |
| Non-managed Assets ($) | $69,697,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 352 |
| 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 | $1,545,000 | 336 |
| 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 | $1,410,000 | 379 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,266,000 | 403 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,148,000 | 431 |
| 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 | $1,068,000 | 490 |
| 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 | $1,087,000 | 519 |
| 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 | $950,000 | 535 |
| 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 | $967,000 | 553 |
| 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 | $983,000 | 560 |