Home > Santa Barbara Bank & Trust > Fiduciary and Related Services
Santa Barbara Bank & Trust, Fiduciary and Related Services
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,027,000 | 194 |
| Number of Managed Accounts | $874,000 | 171 |
| Number of Non-Managed Accounts | $153,000 | 168 |
| Total fiduciary and related assets | $1,413,120,000 | 133 |
| Managed Assets ($) | $1,261,713,000 | 109 |
| Non-managed Assets ($) | $151,407,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,264,000 | 101 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,043,000 | 193 |
| Number of Managed Accounts | $884,000 | 164 |
| Number of Non-Managed Accounts | $159,000 | 166 |
| Total fiduciary and related assets | $1,395,714,000 | 132 |
| Managed Assets ($) | $1,250,720,000 | 106 |
| Non-managed Assets ($) | $144,994,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,527,000 | 101 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,066,000 | 191 |
| Number of Managed Accounts | $902,000 | 164 |
| Number of Non-Managed Accounts | $164,000 | 162 |
| Total fiduciary and related assets | $1,414,085,000 | 133 |
| Managed Assets ($) | $1,274,806,000 | 107 |
| Non-managed Assets ($) | $139,279,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,644,000 | 105 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,110,000 | 190 |
| Number of Managed Accounts | $926,000 | 163 |
| Number of Non-Managed Accounts | $184,000 | 222 |
| Total fiduciary and related assets | $1,348,858,000 | 130 |
| Managed Assets ($) | $1,216,875,000 | 106 |
| Non-managed Assets ($) | $131,983,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,402,000 | 88 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,123,000 | 180 |
| Number of Managed Accounts | $933,000 | 155 |
| Number of Non-Managed Accounts | $190,000 | 157 |
| Total fiduciary and related assets | $1,318,301,000 | 132 |
| Managed Assets ($) | $1,186,934,000 | 108 |
| Non-managed Assets ($) | $131,367,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,789,000 | 86 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 177 |
| Number of Managed Accounts | $956,000 | 154 |
| Number of Non-Managed Accounts | $193,000 | 161 |
| Total fiduciary and related assets | $1,417,369,000 | 134 |
| Managed Assets ($) | $1,285,598,000 | 110 |
| Non-managed Assets ($) | $131,771,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,086,000 | 88 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,200,000 | 166 |
| Number of Managed Accounts | $1,000,000 | 144 |
| Number of Non-Managed Accounts | $200,000 | 157 |
| Total fiduciary and related assets | $1,424,655,000 | 132 |
| Managed Assets ($) | $1,295,325,000 | 104 |
| Non-managed Assets ($) | $129,330,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,013,000 | 84 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 179 |
| Number of Managed Accounts | $1,006,000 | 148 |
| Number of Non-Managed Accounts | $210,000 | 212 |
| Total fiduciary and related assets | $1,447,539,000 | 135 |
| Managed Assets ($) | $1,324,062,000 | 100 |
| Non-managed Assets ($) | $123,477,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,961,000 | 162 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,224,000 | 168 |
| Number of Managed Accounts | $1,027,000 | 141 |
| Number of Non-Managed Accounts | $197,000 | 161 |
| Total fiduciary and related assets | $1,399,772,000 | 132 |
| Managed Assets ($) | $1,282,711,000 | 98 |
| Non-managed Assets ($) | $117,061,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,006,000 | 335 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,236,000 | 165 |
| Number of Managed Accounts | $1,046,000 | 137 |
| Number of Non-Managed Accounts | $190,000 | 162 |
| Total fiduciary and related assets | $1,406,277,000 | 123 |
| Managed Assets ($) | $1,292,170,000 | 93 |
| Non-managed Assets ($) | $114,107,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,465,000 | 81 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 165 |
| Number of Managed Accounts | $1,066,000 | 137 |
| Number of Non-Managed Accounts | $192,000 | 162 |
| Total fiduciary and related assets | $1,525,796,000 | 124 |
| Managed Assets ($) | $1,422,160,000 | 88 |
| Non-managed Assets ($) | $103,636,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,365,000 | 77 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,268,000 | 175 |
| Number of Managed Accounts | $1,079,000 | 142 |
| Number of Non-Managed Accounts | $189,000 | 228 |
| Total fiduciary and related assets | $1,503,165,000 | 125 |
| Managed Assets ($) | $1,398,776,000 | 89 |
| Non-managed Assets ($) | $104,389,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,219,000 | 75 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,307,000 | 156 |
| Number of Managed Accounts | $1,116,000 | 132 |
| Number of Non-Managed Accounts | $191,000 | 162 |
| Total fiduciary and related assets | $1,531,653,000 | 121 |
| Managed Assets ($) | $1,437,762,000 | 89 |
| Non-managed Assets ($) | $93,891,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,836,000 | 75 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,353,000 | 156 |
| Number of Managed Accounts | $1,161,000 | 135 |
| Number of Non-Managed Accounts | $192,000 | 164 |
| Total fiduciary and related assets | $1,506,032,000 | 119 |
| Managed Assets ($) | $1,408,781,000 | 88 |
| Non-managed Assets ($) | $97,251,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,609,000 | 76 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,362,000 | 149 |
| Number of Managed Accounts | $1,169,000 | 133 |
| Number of Non-Managed Accounts | $193,000 | 161 |
| Total fiduciary and related assets | $1,426,393,000 | 121 |
| Managed Assets ($) | $1,328,145,000 | 88 |
| Non-managed Assets ($) | $98,248,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,368,000 | 73 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,368,000 | 162 |
| Number of Managed Accounts | $1,178,000 | 136 |
| Number of Non-Managed Accounts | $190,000 | 239 |
| Total fiduciary and related assets | $1,549,806,000 | 120 |
| Managed Assets ($) | $1,448,293,000 | 89 |
| Non-managed Assets ($) | $101,513,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,846,000 | 77 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,350,000 | 152 |
| Number of Managed Accounts | $1,151,000 | 134 |
| Number of Non-Managed Accounts | $199,000 | 169 |
| Total fiduciary and related assets | $1,756,413,000 | 117 |
| Managed Assets ($) | $1,643,093,000 | 91 |
| Non-managed Assets ($) | $113,320,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,544,000 | 77 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,353,000 | 154 |
| Number of Managed Accounts | $1,150,000 | 135 |
| Number of Non-Managed Accounts | $203,000 | 172 |
| Total fiduciary and related assets | $1,825,933,000 | 119 |
| Managed Assets ($) | $1,707,719,000 | 93 |
| Non-managed Assets ($) | $118,214,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,891,000 | 78 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,370,000 | 159 |
| Number of Managed Accounts | $1,162,000 | 133 |
| Number of Non-Managed Accounts | $208,000 | 173 |
| Total fiduciary and related assets | $1,861,319,000 | 122 |
| Managed Assets ($) | $1,738,451,000 | 95 |
| Non-managed Assets ($) | $122,868,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,924,000 | 79 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,401,000 | 160 |
| Number of Managed Accounts | $1,192,000 | 137 |
| Number of Non-Managed Accounts | $209,000 | 231 |
| Total fiduciary and related assets | $1,949,992,000 | 121 |
| Managed Assets ($) | $1,816,945,000 | 94 |
| Non-managed Assets ($) | $133,047,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,321,000 | 71 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,410,000 | 152 |
| Number of Managed Accounts | $1,194,000 | 134 |
| Number of Non-Managed Accounts | $216,000 | 158 |
| Total fiduciary and related assets | $2,027,143,000 | 120 |
| Managed Assets ($) | $1,859,360,000 | 91 |
| Non-managed Assets ($) | $167,783,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,152,000 | 71 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,425,000 | 154 |
| Number of Managed Accounts | $1,189,000 | 137 |
| Number of Non-Managed Accounts | $236,000 | 153 |
| Total fiduciary and related assets | $2,007,370,000 | 126 |
| Managed Assets ($) | $1,809,785,000 | 95 |
| Non-managed Assets ($) | $197,585,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,093,000 | 74 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,419,000 | 152 |
| Number of Managed Accounts | $1,178,000 | 137 |
| Number of Non-Managed Accounts | $241,000 | 150 |
| Total fiduciary and related assets | $1,952,076,000 | 127 |
| Managed Assets ($) | $1,754,863,000 | 94 |
| Non-managed Assets ($) | $197,213,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,212,000 | 73 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,439,000 | 158 |
| Number of Managed Accounts | $1,179,000 | 140 |
| Number of Non-Managed Accounts | $260,000 | 200 |
| Total fiduciary and related assets | $1,962,984,000 | 122 |
| Managed Assets ($) | $1,766,198,000 | 89 |
| Non-managed Assets ($) | $196,786,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,648,000 | 74 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,448,000 | 149 |
| Number of Managed Accounts | $1,178,000 | 140 |
| Number of Non-Managed Accounts | $270,000 | 153 |
| Total fiduciary and related assets | $1,913,947,000 | 123 |
| Managed Assets ($) | $1,722,937,000 | 92 |
| Non-managed Assets ($) | $191,010,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,751,000 | 80 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,411,000 | 158 |
| Number of Managed Accounts | $1,153,000 | 147 |
| Number of Non-Managed Accounts | $258,000 | 161 |
| Total fiduciary and related assets | $1,838,127,000 | 130 |
| Managed Assets ($) | $1,646,346,000 | 102 |
| Non-managed Assets ($) | $191,781,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,918,000 | 86 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,422,000 | 157 |
| Number of Managed Accounts | $1,169,000 | 146 |
| Number of Non-Managed Accounts | $253,000 | 167 |
| Total fiduciary and related assets | $1,805,355,000 | 131 |
| Managed Assets ($) | $1,607,327,000 | 103 |
| Non-managed Assets ($) | $198,028,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,056,000 | 84 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,419,000 | 162 |
| Number of Managed Accounts | $1,161,000 | 147 |
| Number of Non-Managed Accounts | $258,000 | 213 |
| Total fiduciary and related assets | $1,769,404,000 | 132 |
| Managed Assets ($) | $1,572,884,000 | 99 |
| Non-managed Assets ($) | $196,520,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,726,000 | 86 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,426,000 | 148 |
| Number of Managed Accounts | $1,162,000 | 141 |
| Number of Non-Managed Accounts | $264,000 | 157 |
| Total fiduciary and related assets | $1,772,655,000 | 131 |
| Managed Assets ($) | $1,568,676,000 | 98 |
| Non-managed Assets ($) | $203,979,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,001,000 | 87 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,413,000 | 151 |
| Number of Managed Accounts | $1,150,000 | 143 |
| Number of Non-Managed Accounts | $263,000 | 159 |
| Total fiduciary and related assets | $1,746,755,000 | 128 |
| Managed Assets ($) | $1,543,595,000 | 96 |
| Non-managed Assets ($) | $203,160,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,329,000 | 86 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,434,000 | 153 |
| Number of Managed Accounts | $1,171,000 | 140 |
| Number of Non-Managed Accounts | $263,000 | 160 |
| Total fiduciary and related assets | $1,733,236,000 | 131 |
| Managed Assets ($) | $1,537,458,000 | 102 |
| Non-managed Assets ($) | $195,778,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,830,000 | 87 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,421,000 | 167 |
| Number of Managed Accounts | $1,167,000 | 140 |
| Number of Non-Managed Accounts | $254,000 | 216 |
| Total fiduciary and related assets | $1,748,941,000 | 133 |
| Managed Assets ($) | $1,555,715,000 | 102 |
| Non-managed Assets ($) | $193,226,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,498,000 | 87 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,426,000 | 157 |
| Number of Managed Accounts | $1,162,000 | 142 |
| Number of Non-Managed Accounts | $264,000 | 159 |
| Total fiduciary and related assets | $1,639,889,000 | 139 |
| Managed Assets ($) | $1,439,869,000 | 102 |
| Non-managed Assets ($) | $200,020,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,099,000 | 88 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,457,000 | 157 |
| Number of Managed Accounts | $1,184,000 | 140 |
| Number of Non-Managed Accounts | $273,000 | 161 |
| Total fiduciary and related assets | $1,607,366,000 | 139 |
| Managed Assets ($) | $1,418,740,000 | 102 |
| Non-managed Assets ($) | $188,626,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,837,000 | 93 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,459,000 | 153 |
| Number of Managed Accounts | $1,183,000 | 140 |
| Number of Non-Managed Accounts | $276,000 | 159 |
| Total fiduciary and related assets | $1,607,864,000 | 142 |
| Managed Assets ($) | $1,426,597,000 | 105 |
| Non-managed Assets ($) | $181,267,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,606,000 | 93 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,449,000 | 167 |
| Number of Managed Accounts | $1,184,000 | 147 |
| Number of Non-Managed Accounts | $265,000 | 226 |
| Total fiduciary and related assets | $1,564,049,000 | 148 |
| Managed Assets ($) | $1,410,225,000 | 108 |
| Non-managed Assets ($) | $153,824,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,515,000 | 94 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,451,000 | 162 |
| Number of Managed Accounts | $1,169,000 | 149 |
| Number of Non-Managed Accounts | $282,000 | 173 |
| Total fiduciary and related assets | $1,391,049,000 | 157 |
| Managed Assets ($) | $1,242,104,000 | 114 |
| Non-managed Assets ($) | $148,945,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,220,000 | 98 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,449,000 | 162 |
| Number of Managed Accounts | $1,166,000 | 147 |
| Number of Non-Managed Accounts | $283,000 | 178 |
| Total fiduciary and related assets | $939,145,000 | 192 |
| Managed Assets ($) | $800,372,000 | 146 |
| Non-managed Assets ($) | $138,773,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,087,000 | 102 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,337,000 | 177 |
| Number of Managed Accounts | $1,059,000 | 161 |
| Number of Non-Managed Accounts | $278,000 | 182 |
| Total fiduciary and related assets | $1,222,798,000 | 168 |
| Managed Assets ($) | $1,044,354,000 | 123 |
| Non-managed Assets ($) | $178,444,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,049,000 | 103 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,466,000 | 175 |
| Number of Managed Accounts | $1,171,000 | 160 |
| Number of Non-Managed Accounts | $295,000 | 232 |
| Total fiduciary and related assets | $1,285,894,000 | 166 |
| Managed Assets ($) | $1,087,898,000 | 122 |
| Non-managed Assets ($) | $197,996,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,160,000 | 101 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,335,000 | 171 |
| Number of Managed Accounts | $1,020,000 | 160 |
| Number of Non-Managed Accounts | $315,000 | 209 |
| Total fiduciary and related assets | $1,340,451,000 | 147 |
| Managed Assets ($) | $1,179,953,000 | 118 |
| Non-managed Assets ($) | $160,498,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,467,000 | 108 |
| 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 | $13,360,000 | 98 |
| 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 | $12,793,000 | 121 |
| 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 | $11,461,000 | 126 |
| 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 | $9,985,000 | 136 |
| 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 | $8,441,000 | 165 |
| 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 | $7,020,000 | 195 |
| 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 | $6,449,000 | 196 |
| 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 | $6,588,000 | 192 |
| 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 | $6,124,000 | 194 |