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Soy Capital Bank and Trust Company, Fiduciary and Related Services

2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$01,187
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0402
Number of Managed Accounts$0393
Number of Non-Managed Accounts$0384
Total fiduciary and related assets$0402
Managed Assets ($)$0393
Non-managed Assets ($)$0384
Memoranda
Gross Fiduciary activities income$0972
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,048,000215
Number of Managed Accounts$482,000294
Number of Non-Managed Accounts$566,00092
Total fiduciary and related assets$2,043,526,000128
Managed Assets ($)$467,389,000242
Non-managed Assets ($)$1,576,137,00083
Memoranda
Gross Fiduciary activities income$1,658,000382
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,042,000211
Number of Managed Accounts$476,000277
Number of Non-Managed Accounts$566,00084
Total fiduciary and related assets$2,042,860,000131
Managed Assets ($)$497,594,000241
Non-managed Assets ($)$1,545,266,00082
Memoranda
Gross Fiduciary activities income$5,932,000164
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,042,000210
Number of Managed Accounts$473,000282
Number of Non-Managed Accounts$569,00081
Total fiduciary and related assets$2,041,758,000129
Managed Assets ($)$487,176,000242
Non-managed Assets ($)$1,554,582,00084
Memoranda
Gross Fiduciary activities income$4,508,000151
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,057,000210
Number of Managed Accounts$480,000279
Number of Non-Managed Accounts$577,00084
Total fiduciary and related assets$2,086,904,000129
Managed Assets ($)$490,004,000238
Non-managed Assets ($)$1,596,900,00081
Memoranda
Gross Fiduciary activities income$2,346,000149
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,070,000216
Number of Managed Accounts$487,000293
Number of Non-Managed Accounts$583,00088
Total fiduciary and related assets$2,092,187,000129
Managed Assets ($)$472,622,000245
Non-managed Assets ($)$1,619,565,00081
Memoranda
Gross Fiduciary activities income$7,597,000162
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,071,000207
Number of Managed Accounts$482,000272
Number of Non-Managed Accounts$589,00078
Total fiduciary and related assets$2,088,631,000127
Managed Assets ($)$465,716,000247
Non-managed Assets ($)$1,622,915,00079
Memoranda
Gross Fiduciary activities income$5,408,000166
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,073,000205
Number of Managed Accounts$489,000272
Number of Non-Managed Accounts$584,00078
Total fiduciary and related assets$2,112,948,000122
Managed Assets ($)$467,061,000243
Non-managed Assets ($)$1,645,887,00077
Memoranda
Gross Fiduciary activities income$3,873,000156
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,067,000204
Number of Managed Accounts$487,000273
Number of Non-Managed Accounts$580,00077
Total fiduciary and related assets$2,095,175,000121
Managed Assets ($)$455,613,000248
Non-managed Assets ($)$1,639,562,00078
Memoranda
Gross Fiduciary activities income$1,985,000152
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,063,000205
Number of Managed Accounts$485,000289
Number of Non-Managed Accounts$578,00086
Total fiduciary and related assets$2,135,247,000120
Managed Assets ($)$449,076,000245
Non-managed Assets ($)$1,686,171,00073
Memoranda
Gross Fiduciary activities income$7,587,000153
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,058,000202
Number of Managed Accounts$476,000275
Number of Non-Managed Accounts$582,00079
Total fiduciary and related assets$2,133,643,000121
Managed Assets ($)$454,832,000239
Non-managed Assets ($)$1,678,811,00074
Memoranda
Gross Fiduciary activities income$5,398,000153
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,048,000206
Number of Managed Accounts$466,000278
Number of Non-Managed Accounts$582,00080
Total fiduciary and related assets$2,116,234,000120
Managed Assets ($)$450,742,000244
Non-managed Assets ($)$1,665,492,00075
Memoranda
Gross Fiduciary activities income$3,642,000154
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,032,000205
Number of Managed Accounts$444,000282
Number of Non-Managed Accounts$588,00082
Total fiduciary and related assets$2,131,084,000116
Managed Assets ($)$455,183,000238
Non-managed Assets ($)$1,675,901,00073
Memoranda
Gross Fiduciary activities income$1,854,000153
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,026,000211
Number of Managed Accounts$447,000296
Number of Non-Managed Accounts$579,00091
Total fiduciary and related assets$2,204,743,000112
Managed Assets ($)$450,386,000240
Non-managed Assets ($)$1,754,357,00069
Memoranda
Gross Fiduciary activities income$8,194,000146
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,016,000205
Number of Managed Accounts$447,000280
Number of Non-Managed Accounts$569,00083
Total fiduciary and related assets$2,168,009,000116
Managed Assets ($)$443,864,000236
Non-managed Assets ($)$1,724,145,00072
Memoranda
Gross Fiduciary activities income$6,164,000147
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,010,000209
Number of Managed Accounts$443,000284
Number of Non-Managed Accounts$567,00083
Total fiduciary and related assets$2,185,880,000118
Managed Assets ($)$453,794,000245
Non-managed Assets ($)$1,732,086,00072
Memoranda
Gross Fiduciary activities income$4,231,000144
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,012,000207
Number of Managed Accounts$446,000282
Number of Non-Managed Accounts$566,00088
Total fiduciary and related assets$2,181,257,000118
Managed Assets ($)$453,890,000244
Non-managed Assets ($)$1,727,367,00074
Memoranda
Gross Fiduciary activities income$2,196,000139
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,020,000213
Number of Managed Accounts$449,000299
Number of Non-Managed Accounts$571,00095
Total fiduciary and related assets$2,233,798,000114
Managed Assets ($)$459,509,000241
Non-managed Assets ($)$1,774,289,00071
Memoranda
Gross Fiduciary activities income$9,127,000129
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,017,000209
Number of Managed Accounts$446,000282
Number of Non-Managed Accounts$571,00085
Total fiduciary and related assets$2,193,729,000114
Managed Assets ($)$453,804,000242
Non-managed Assets ($)$1,739,925,00074
Memoranda
Gross Fiduciary activities income$6,514,000130
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,016,000210
Number of Managed Accounts$441,000283
Number of Non-Managed Accounts$575,00084
Total fiduciary and related assets$2,211,778,000113
Managed Assets ($)$456,623,000241
Non-managed Assets ($)$1,755,155,00075
Memoranda
Gross Fiduciary activities income$4,472,000130
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$998,000212
Number of Managed Accounts$426,000289
Number of Non-Managed Accounts$572,00089
Total fiduciary and related assets$2,223,963,000112
Managed Assets ($)$429,708,000243
Non-managed Assets ($)$1,794,255,00070
Memoranda
Gross Fiduciary activities income$2,426,000126
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,006,000220
Number of Managed Accounts$427,000305
Number of Non-Managed Accounts$579,00097
Total fiduciary and related assets$2,042,284,000120
Managed Assets ($)$426,268,000241
Non-managed Assets ($)$1,616,016,00077
Memoranda
Gross Fiduciary activities income$9,678,000126
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,006,000204
Number of Managed Accounts$427,000278
Number of Non-Managed Accounts$579,00088
Total fiduciary and related assets$1,897,716,000119
Managed Assets ($)$421,540,000236
Non-managed Assets ($)$1,476,176,00079
Memoranda
Gross Fiduciary activities income$7,358,000120
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,022,000202
Number of Managed Accounts$424,000277
Number of Non-Managed Accounts$598,00085
Total fiduciary and related assets$1,914,063,000118
Managed Assets ($)$417,876,000229
Non-managed Assets ($)$1,496,187,00078
Memoranda
Gross Fiduciary activities income$5,195,000115
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,013,000204
Number of Managed Accounts$418,000278
Number of Non-Managed Accounts$595,00088
Total fiduciary and related assets$1,916,654,000120
Managed Assets ($)$361,674,000250
Non-managed Assets ($)$1,554,980,00078
Memoranda
Gross Fiduciary activities income$2,417,000119
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$981,000214
Number of Managed Accounts$403,000319
Number of Non-Managed Accounts$578,00097
Total fiduciary and related assets$1,686,496,000126
Managed Assets ($)$348,866,000251
Non-managed Assets ($)$1,337,630,00082
Memoranda
Gross Fiduciary activities income$8,509,000125
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,002,000198
Number of Managed Accounts$420,000273
Number of Non-Managed Accounts$582,00082
Total fiduciary and related assets$1,642,068,000126
Managed Assets ($)$366,812,000241
Non-managed Assets ($)$1,275,256,00081
Memoranda
Gross Fiduciary activities income$6,065,000127
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,002,000197
Number of Managed Accounts$419,000273
Number of Non-Managed Accounts$583,00085
Total fiduciary and related assets$1,645,991,000124
Managed Assets ($)$364,453,000232
Non-managed Assets ($)$1,281,538,00082
Memoranda
Gross Fiduciary activities income$4,208,000124
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,089,000186
Number of Managed Accounts$435,000264
Number of Non-Managed Accounts$654,00082
Total fiduciary and related assets$1,670,827,000123
Managed Assets ($)$354,166,000237
Non-managed Assets ($)$1,316,661,00080
Memoranda
Gross Fiduciary activities income$2,478,000111
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,096,000195
Number of Managed Accounts$424,000311
Number of Non-Managed Accounts$672,00092
Total fiduciary and related assets$1,547,023,000125
Managed Assets ($)$354,282,000235
Non-managed Assets ($)$1,192,741,00080
Memoranda
Gross Fiduciary activities income$8,623,000105
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,078,000189
Number of Managed Accounts$425,000270
Number of Non-Managed Accounts$653,00081
Total fiduciary and related assets$1,386,669,000129
Managed Assets ($)$356,421,000228
Non-managed Assets ($)$1,030,248,00083
Memoranda
Gross Fiduciary activities income$6,265,000110
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,083,000189
Number of Managed Accounts$427,000271
Number of Non-Managed Accounts$656,00084
Total fiduciary and related assets$1,423,076,000132
Managed Assets ($)$356,094,000235
Non-managed Assets ($)$1,066,982,00086
Memoranda
Gross Fiduciary activities income$4,335,000108
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,086,000190
Number of Managed Accounts$439,000269
Number of Non-Managed Accounts$647,00083
Total fiduciary and related assets$1,434,212,000131
Managed Assets ($)$355,467,000235
Non-managed Assets ($)$1,078,745,00087
Memoranda
Gross Fiduciary activities income$2,398,00097
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,118,000195
Number of Managed Accounts$428,000317
Number of Non-Managed Accounts$690,00095
Total fiduciary and related assets$1,338,004,000138
Managed Assets ($)$338,630,000241
Non-managed Assets ($)$999,374,00090
Memoranda
Gross Fiduciary activities income$7,187,000113
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,126,000178
Number of Managed Accounts$431,000266
Number of Non-Managed Accounts$695,00084
Total fiduciary and related assets$1,296,618,000138
Managed Assets ($)$335,238,000234
Non-managed Assets ($)$961,380,00090
Memoranda
Gross Fiduciary activities income$4,746,000126
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,134,000177
Number of Managed Accounts$440,000264
Number of Non-Managed Accounts$694,00084
Total fiduciary and related assets$1,282,052,000131
Managed Assets ($)$327,625,000229
Non-managed Assets ($)$954,427,00090
Memoranda
Gross Fiduciary activities income$3,416,000120
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,148,000172
Number of Managed Accounts$455,000259
Number of Non-Managed Accounts$693,00087
Total fiduciary and related assets$1,250,757,000140
Managed Assets ($)$335,458,000230
Non-managed Assets ($)$915,299,00090
Memoranda
Gross Fiduciary activities income$1,737,000119
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,178,000188
Number of Managed Accounts$476,000292
Number of Non-Managed Accounts$702,000101
Total fiduciary and related assets$808,532,000174
Managed Assets ($)$337,956,000232
Non-managed Assets ($)$470,576,000112
Memoranda
Gross Fiduciary activities income$6,661,000118
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,161,000176
Number of Managed Accounts$469,000254
Number of Non-Managed Accounts$692,00089
Total fiduciary and related assets$1,282,702,000137
Managed Assets ($)$334,830,000233
Non-managed Assets ($)$947,872,00094
Memoranda
Gross Fiduciary activities income$4,737,000121
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,172,000177
Number of Managed Accounts$484,000253
Number of Non-Managed Accounts$688,00088
Total fiduciary and related assets$1,287,203,000133
Managed Assets ($)$330,769,000232
Non-managed Assets ($)$956,434,00091
Memoranda
Gross Fiduciary activities income$3,248,000122
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,155,000179
Number of Managed Accounts$474,000257
Number of Non-Managed Accounts$681,00087
Total fiduciary and related assets$1,258,958,000127
Managed Assets ($)$300,321,000237
Non-managed Assets ($)$958,637,00084
Memoranda
Gross Fiduciary activities income$1,651,000116
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,148,000195
Number of Managed Accounts$469,000295
Number of Non-Managed Accounts$679,000105
Total fiduciary and related assets$1,239,467,000137
Managed Assets ($)$305,123,000238
Non-managed Assets ($)$934,344,00089
Memoranda
Gross Fiduciary activities income$6,680,000128
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,158,000183
Number of Managed Accounts$471,000264
Number of Non-Managed Accounts$687,00092
Total fiduciary and related assets$1,237,611,000141
Managed Assets ($)$318,802,000243
Non-managed Assets ($)$918,809,00099
Memoranda
Gross Fiduciary activities income$4,928,000132
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,122,000196
Number of Managed Accounts$449,000273
Number of Non-Managed Accounts$673,00093
Total fiduciary and related assets$1,177,782,000158
Managed Assets ($)$324,025,000247
Non-managed Assets ($)$853,757,000108
Memoranda
Gross Fiduciary activities income$3,506,000129
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,123,000195
Number of Managed Accounts$441,000279
Number of Non-Managed Accounts$682,00091
Total fiduciary and related assets$1,188,617,000165
Managed Assets ($)$326,594,000254
Non-managed Assets ($)$862,023,000110
Memoranda
Gross Fiduciary activities income$1,903,000121
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,180,000194
Number of Managed Accounts$439,000307
Number of Non-Managed Accounts$741,00098
Total fiduciary and related assets$1,770,242,000127
Managed Assets ($)$329,171,000259
Non-managed Assets ($)$1,441,071,00085
Memoranda
Gross Fiduciary activities income$6,729,000132
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,171,000178
Number of Managed Accounts$425,000272
Number of Non-Managed Accounts$746,00084
Total fiduciary and related assets$1,043,931,000176
Managed Assets ($)$321,053,000257
Non-managed Assets ($)$722,878,000114
Memoranda
Gross Fiduciary activities income$4,997,000132
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,161,000182
Number of Managed Accounts$406,000281
Number of Non-Managed Accounts$755,00083
Total fiduciary and related assets$1,035,168,000184
Managed Assets ($)$306,829,000271
Non-managed Assets ($)$728,339,000121
Memoranda
Gross Fiduciary activities income$3,782,000127
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,161,000180
Number of Managed Accounts$405,000283
Number of Non-Managed Accounts$756,00084
Total fiduciary and related assets$1,032,770,000181
Managed Assets ($)$292,640,000275
Non-managed Assets ($)$740,130,000120
Memoranda
Gross Fiduciary activities income$1,702,000132
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,183,000192
Number of Managed Accounts$408,000319
Number of Non-Managed Accounts$775,00097
Total fiduciary and related assets$1,014,335,000181
Managed Assets ($)$290,594,000276
Non-managed Assets ($)$723,741,000116
Memoranda
Gross Fiduciary activities income$5,757,000141
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,239,000172
Number of Managed Accounts$1,206,000134
Number of Non-Managed Accounts$33,000308
Total fiduciary and related assets$1,124,635,000176
Managed Assets ($)$1,106,837,000124
Non-managed Assets ($)$17,798,000332
Memoranda
Gross Fiduciary activities income$4,119,000153
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,237,000176
Number of Managed Accounts$1,204,000141
Number of Non-Managed Accounts$33,000317
Total fiduciary and related assets$1,134,845,000173
Managed Assets ($)$1,117,207,000123
Non-managed Assets ($)$17,638,000336
Memoranda
Gross Fiduciary activities income$2,982,000148
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,232,000176
Number of Managed Accounts$1,200,000143
Number of Non-Managed Accounts$32,000320
Total fiduciary and related assets$1,105,331,000176
Managed Assets ($)$1,089,301,000124
Non-managed Assets ($)$16,030,000345
Memoranda
Gross Fiduciary activities income$1,328,000159
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,236,000182
Number of Managed Accounts$1,203,000141
Number of Non-Managed Accounts$33,000683
Total fiduciary and related assets$1,061,837,000178
Managed Assets ($)$1,040,327,000124
Non-managed Assets ($)$21,510,000491
Memoranda
Gross Fiduciary activities income$5,680,000147
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,238,000168
Number of Managed Accounts$1,204,000138
Number of Non-Managed Accounts$34,000314
Total fiduciary and related assets$1,048,481,000176
Managed Assets ($)$1,027,241,000121
Non-managed Assets ($)$21,240,000324
Memoranda
Gross Fiduciary activities income$4,130,000149
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,228,000173
Number of Managed Accounts$1,196,000137
Number of Non-Managed Accounts$32,000328
Total fiduciary and related assets$1,044,059,000171
Managed Assets ($)$1,022,167,000118
Non-managed Assets ($)$21,892,000329
Memoranda
Gross Fiduciary activities income$3,033,000139
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,234,000175
Number of Managed Accounts$1,202,000135
Number of Non-Managed Accounts$32,000326
Total fiduciary and related assets$1,026,695,000178
Managed Assets ($)$1,005,189,000123
Non-managed Assets ($)$21,506,000330
Memoranda
Gross Fiduciary activities income$1,589,000140
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,209,000188
Number of Managed Accounts$1,184,000139
Number of Non-Managed Accounts$25,000776
Total fiduciary and related assets$953,528,000186
Managed Assets ($)$931,268,000129
Non-managed Assets ($)$22,260,000483
Memoranda
Gross Fiduciary activities income$5,228,000149
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,217,000177
Number of Managed Accounts$1,195,000137
Number of Non-Managed Accounts$22,000350
Total fiduciary and related assets$926,535,000182
Managed Assets ($)$905,738,000132
Non-managed Assets ($)$20,797,000328
Memoranda
Gross Fiduciary activities income$3,740,000153
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,225,000176
Number of Managed Accounts$1,203,000135
Number of Non-Managed Accounts$22,000361
Total fiduciary and related assets$950,752,000179
Managed Assets ($)$929,911,000127
Non-managed Assets ($)$20,841,000337
Memoranda
Gross Fiduciary activities income$2,709,000148
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,277,000167
Number of Managed Accounts$1,254,000129
Number of Non-Managed Accounts$23,000364
Total fiduciary and related assets$993,739,000177
Managed Assets ($)$973,007,000124
Non-managed Assets ($)$20,732,000338
Memoranda
Gross Fiduciary activities income$1,429,000142
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,307,000178
Number of Managed Accounts$1,283,000130
Number of Non-Managed Accounts$24,000815
Total fiduciary and related assets$1,000,769,000180
Managed Assets ($)$977,337,000128
Non-managed Assets ($)$23,432,000481
Memoranda
Gross Fiduciary activities income$4,452,000161
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,308,000174
Number of Managed Accounts$1,285,000132
Number of Non-Managed Accounts$23,000365
Total fiduciary and related assets$964,620,000187
Managed Assets ($)$942,443,000133
Non-managed Assets ($)$22,177,000343
Memoranda
Gross Fiduciary activities income$3,249,000170
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,037,000211
Number of Managed Accounts$1,014,000162
Number of Non-Managed Accounts$23,000368
Total fiduciary and related assets$769,640,000213
Managed Assets ($)$747,611,000151
Non-managed Assets ($)$22,029,000347
Memoranda
Gross Fiduciary activities income$2,176,000175
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,026,000225
Number of Managed Accounts$1,006,000170
Number of Non-Managed Accounts$20,000389
Total fiduciary and related assets$778,558,000211
Managed Assets ($)$757,179,000152
Non-managed Assets ($)$21,379,000354
Memoranda
Gross Fiduciary activities income$1,070,000182
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,036,000241
Number of Managed Accounts$1,021,000175
Number of Non-Managed Accounts$15,000934
Total fiduciary and related assets$787,889,000213
Managed Assets ($)$767,656,000151
Non-managed Assets ($)$20,233,000504
Memoranda
Gross Fiduciary activities income$3,928,000193
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,064,000215
Number of Managed Accounts$1,058,000154
Number of Non-Managed Accounts$6,0001,078
Total fiduciary and related assets$755,454,000200
Managed Assets ($)$748,624,000148
Non-managed Assets ($)$6,830,000704
Memoranda
Gross Fiduciary activities income$4,553,000179
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$429,000645
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$396,000706
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$393,000711
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$298,000806
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$204,000960
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$150,0001,067
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$107,0001,166
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$108,0001,193
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$102,0001,248