Home > Texas Bank and Trust Company > Fiduciary and Related Services
Texas Bank and Trust Company, 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 | $1,039,000 | 242 |
| Number of Managed Accounts | $946,000 | 217 |
| Number of Non-Managed Accounts | $93,000 | 270 |
| Total fiduciary and related assets | $1,403,689,000 | 214 |
| Managed Assets ($) | $1,120,627,000 | 196 |
| Non-managed Assets ($) | $283,062,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,910,000 | 192 |
| 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 | $1,009,000 | 228 |
| Number of Managed Accounts | $916,000 | 205 |
| Number of Non-Managed Accounts | $93,000 | 198 |
| Total fiduciary and related assets | $1,338,756,000 | 212 |
| Managed Assets ($) | $1,050,741,000 | 197 |
| Non-managed Assets ($) | $288,015,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,887,000 | 183 |
| 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 | $955,000 | 243 |
| Number of Managed Accounts | $863,000 | 225 |
| Number of Non-Managed Accounts | $92,000 | 223 |
| Total fiduciary and related assets | $1,385,930,000 | 205 |
| Managed Assets ($) | $1,066,418,000 | 195 |
| Non-managed Assets ($) | $319,512,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,861,000 | 172 |
| 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 | $954,000 | 239 |
| Number of Managed Accounts | $859,000 | 219 |
| Number of Non-Managed Accounts | $95,000 | 201 |
| Total fiduciary and related assets | $1,379,578,000 | 215 |
| Managed Assets ($) | $1,050,396,000 | 202 |
| Non-managed Assets ($) | $329,182,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,832,000 | 162 |
| 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 | $1,026,000 | 247 |
| Number of Managed Accounts | $933,000 | 217 |
| Number of Non-Managed Accounts | $93,000 | 274 |
| Total fiduciary and related assets | $1,291,444,000 | 221 |
| Managed Assets ($) | $999,568,000 | 205 |
| Non-managed Assets ($) | $291,876,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,904,000 | 214 |
| 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 | $921,000 | 248 |
| Number of Managed Accounts | $829,000 | 231 |
| Number of Non-Managed Accounts | $92,000 | 209 |
| Total fiduciary and related assets | $1,257,037,000 | 218 |
| Managed Assets ($) | $974,369,000 | 199 |
| Non-managed Assets ($) | $282,668,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,630,000 | 220 |
| 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 | $922,000 | 228 |
| Number of Managed Accounts | $829,000 | 214 |
| Number of Non-Managed Accounts | $93,000 | 199 |
| Total fiduciary and related assets | $1,302,489,000 | 182 |
| Managed Assets ($) | $1,008,146,000 | 168 |
| Non-managed Assets ($) | $294,343,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,758,000 | 191 |
| 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 | $919,000 | 219 |
| Number of Managed Accounts | $821,000 | 205 |
| Number of Non-Managed Accounts | $98,000 | 183 |
| Total fiduciary and related assets | $1,421,786,000 | 183 |
| Managed Assets ($) | $1,099,551,000 | 172 |
| Non-managed Assets ($) | $322,235,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,939,000 | 192 |
| 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 | $987,000 | 229 |
| Number of Managed Accounts | $888,000 | 205 |
| Number of Non-Managed Accounts | $99,000 | 244 |
| Total fiduciary and related assets | $1,452,239,000 | 188 |
| Managed Assets ($) | $1,122,863,000 | 174 |
| Non-managed Assets ($) | $329,376,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,274,000 | 196 |
| 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 | $988,000 | 218 |
| Number of Managed Accounts | $877,000 | 201 |
| Number of Non-Managed Accounts | $111,000 | 169 |
| Total fiduciary and related assets | $1,398,959,000 | 190 |
| Managed Assets ($) | $1,066,304,000 | 178 |
| Non-managed Assets ($) | $332,655,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,328,000 | 198 |
| 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 | $970,000 | 229 |
| Number of Managed Accounts | $848,000 | 211 |
| Number of Non-Managed Accounts | $122,000 | 170 |
| Total fiduciary and related assets | $1,419,679,000 | 186 |
| Managed Assets ($) | $1,094,532,000 | 174 |
| Non-managed Assets ($) | $325,147,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,606,000 | 194 |
| 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 | $976,000 | 220 |
| Number of Managed Accounts | $853,000 | 204 |
| Number of Non-Managed Accounts | $123,000 | 169 |
| Total fiduciary and related assets | $1,370,028,000 | 187 |
| Managed Assets ($) | $1,052,956,000 | 174 |
| Non-managed Assets ($) | $317,072,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,730,000 | 199 |
| 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 | $960,000 | 234 |
| Number of Managed Accounts | $836,000 | 214 |
| Number of Non-Managed Accounts | $124,000 | 222 |
| Total fiduciary and related assets | $1,349,920,000 | 188 |
| Managed Assets ($) | $1,036,001,000 | 175 |
| Non-managed Assets ($) | $313,919,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,612,000 | 188 |
| 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 | $965,000 | 221 |
| Number of Managed Accounts | $844,000 | 204 |
| Number of Non-Managed Accounts | $121,000 | 173 |
| Total fiduciary and related assets | $1,254,526,000 | 185 |
| Managed Assets ($) | $963,694,000 | 172 |
| Non-managed Assets ($) | $290,832,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,825,000 | 188 |
| 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 | $952,000 | 231 |
| Number of Managed Accounts | $832,000 | 211 |
| Number of Non-Managed Accounts | $120,000 | 184 |
| Total fiduciary and related assets | $1,208,142,000 | 188 |
| Managed Assets ($) | $927,510,000 | 172 |
| Non-managed Assets ($) | $280,632,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,037,000 | 195 |
| 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 | $942,000 | 221 |
| Number of Managed Accounts | $819,000 | 204 |
| Number of Non-Managed Accounts | $123,000 | 176 |
| Total fiduciary and related assets | $1,113,066,000 | 186 |
| Managed Assets ($) | $855,728,000 | 171 |
| Non-managed Assets ($) | $257,338,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,600,000 | 191 |
| 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 | $939,000 | 236 |
| Number of Managed Accounts | $812,000 | 217 |
| Number of Non-Managed Accounts | $127,000 | 235 |
| Total fiduciary and related assets | $1,273,247,000 | 185 |
| Managed Assets ($) | $995,968,000 | 170 |
| Non-managed Assets ($) | $277,279,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,158,000 | 192 |
| 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 | $918,000 | 224 |
| Number of Managed Accounts | $790,000 | 211 |
| Number of Non-Managed Accounts | $128,000 | 170 |
| Total fiduciary and related assets | $1,220,941,000 | 187 |
| Managed Assets ($) | $931,713,000 | 171 |
| Non-managed Assets ($) | $289,228,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,545,000 | 195 |
| 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 | $913,000 | 229 |
| Number of Managed Accounts | $787,000 | 213 |
| Number of Non-Managed Accounts | $126,000 | 179 |
| Total fiduciary and related assets | $1,211,486,000 | 187 |
| Managed Assets ($) | $922,395,000 | 170 |
| Non-managed Assets ($) | $289,091,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,032,000 | 196 |
| 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 | $972,000 | 226 |
| Number of Managed Accounts | $843,000 | 208 |
| Number of Non-Managed Accounts | $129,000 | 182 |
| Total fiduciary and related assets | $1,177,122,000 | 189 |
| Managed Assets ($) | $889,942,000 | 171 |
| Non-managed Assets ($) | $287,180,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,517,000 | 196 |
| 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 | $901,000 | 241 |
| Number of Managed Accounts | $769,000 | 218 |
| Number of Non-Managed Accounts | $132,000 | 226 |
| Total fiduciary and related assets | $1,101,910,000 | 190 |
| Managed Assets ($) | $824,755,000 | 172 |
| Non-managed Assets ($) | $277,155,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,763,000 | 200 |
| 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 | $886,000 | 232 |
| Number of Managed Accounts | $755,000 | 215 |
| Number of Non-Managed Accounts | $131,000 | 173 |
| Total fiduciary and related assets | $1,201,115,000 | 185 |
| Managed Assets ($) | $890,902,000 | 170 |
| Non-managed Assets ($) | $310,213,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,093,000 | 207 |
| 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 | $868,000 | 237 |
| Number of Managed Accounts | $737,000 | 220 |
| Number of Non-Managed Accounts | $131,000 | 181 |
| Total fiduciary and related assets | $1,177,352,000 | 185 |
| Managed Assets ($) | $863,975,000 | 172 |
| Non-managed Assets ($) | $313,377,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,729,000 | 207 |
| 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 | $843,000 | 242 |
| Number of Managed Accounts | $709,000 | 227 |
| Number of Non-Managed Accounts | $134,000 | 180 |
| Total fiduciary and related assets | $1,124,430,000 | 186 |
| Managed Assets ($) | $811,230,000 | 177 |
| Non-managed Assets ($) | $313,200,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 208 |
| 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 | $835,000 | 255 |
| Number of Managed Accounts | $702,000 | 232 |
| Number of Non-Managed Accounts | $133,000 | 230 |
| Total fiduciary and related assets | $1,096,470,000 | 195 |
| Managed Assets ($) | $778,465,000 | 181 |
| Non-managed Assets ($) | $318,005,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,885,000 | 213 |
| 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 | $819,000 | 245 |
| Number of Managed Accounts | $693,000 | 231 |
| Number of Non-Managed Accounts | $126,000 | 183 |
| Total fiduciary and related assets | $1,054,794,000 | 196 |
| Managed Assets ($) | $754,314,000 | 180 |
| Non-managed Assets ($) | $300,480,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,477,000 | 218 |
| 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 | $785,000 | 253 |
| Number of Managed Accounts | $657,000 | 243 |
| Number of Non-Managed Accounts | $128,000 | 182 |
| Total fiduciary and related assets | $1,035,302,000 | 191 |
| Managed Assets ($) | $741,677,000 | 178 |
| Non-managed Assets ($) | $293,625,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,319,000 | 221 |
| 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 | $777,000 | 255 |
| Number of Managed Accounts | $646,000 | 243 |
| Number of Non-Managed Accounts | $131,000 | 173 |
| Total fiduciary and related assets | $1,026,075,000 | 190 |
| Managed Assets ($) | $735,728,000 | 177 |
| Non-managed Assets ($) | $290,347,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,160,000 | 220 |
| 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 | $772,000 | 262 |
| Number of Managed Accounts | $638,000 | 252 |
| Number of Non-Managed Accounts | $134,000 | 235 |
| Total fiduciary and related assets | $1,009,861,000 | 187 |
| Managed Assets ($) | $725,794,000 | 174 |
| Non-managed Assets ($) | $284,067,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,396,000 | 218 |
| 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 | $768,000 | 250 |
| Number of Managed Accounts | $633,000 | 245 |
| Number of Non-Managed Accounts | $135,000 | 178 |
| Total fiduciary and related assets | $1,023,818,000 | 185 |
| Managed Assets ($) | $735,983,000 | 174 |
| Non-managed Assets ($) | $287,835,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,336,000 | 214 |
| 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 | $772,000 | 252 |
| Number of Managed Accounts | $639,000 | 245 |
| Number of Non-Managed Accounts | $133,000 | 183 |
| Total fiduciary and related assets | $1,022,625,000 | 186 |
| Managed Assets ($) | $740,108,000 | 177 |
| Non-managed Assets ($) | $282,517,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,225,000 | 214 |
| 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 | $740,000 | 257 |
| Number of Managed Accounts | $626,000 | 247 |
| Number of Non-Managed Accounts | $114,000 | 194 |
| Total fiduciary and related assets | $962,691,000 | 191 |
| Managed Assets ($) | $866,235,000 | 158 |
| Non-managed Assets ($) | $96,456,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,111,000 | 214 |
| 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 | $764,000 | 266 |
| Number of Managed Accounts | $634,000 | 249 |
| Number of Non-Managed Accounts | $130,000 | 245 |
| Total fiduciary and related assets | $1,039,472,000 | 180 |
| Managed Assets ($) | $935,457,000 | 148 |
| Non-managed Assets ($) | $104,015,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,297,000 | 223 |
| 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 | $768,000 | 255 |
| Number of Managed Accounts | $639,000 | 240 |
| Number of Non-Managed Accounts | $129,000 | 181 |
| Total fiduciary and related assets | $1,028,062,000 | 182 |
| Managed Assets ($) | $922,783,000 | 147 |
| Non-managed Assets ($) | $105,279,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,228,000 | 224 |
| 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 | $775,000 | 256 |
| Number of Managed Accounts | $645,000 | 243 |
| Number of Non-Managed Accounts | $130,000 | 181 |
| Total fiduciary and related assets | $1,071,345,000 | 183 |
| Managed Assets ($) | $963,606,000 | 149 |
| Non-managed Assets ($) | $107,739,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,160,000 | 226 |
| 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 | $769,000 | 255 |
| Number of Managed Accounts | $635,000 | 242 |
| Number of Non-Managed Accounts | $134,000 | 182 |
| Total fiduciary and related assets | $1,048,179,000 | 185 |
| Managed Assets ($) | $939,805,000 | 152 |
| Non-managed Assets ($) | $108,374,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 225 |
| 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 | $770,000 | 268 |
| Number of Managed Accounts | $633,000 | 253 |
| Number of Non-Managed Accounts | $137,000 | 247 |
| Total fiduciary and related assets | $1,020,929,000 | 185 |
| Managed Assets ($) | $914,948,000 | 154 |
| Non-managed Assets ($) | $105,981,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,277,000 | 217 |
| 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 | $775,000 | 252 |
| Number of Managed Accounts | $634,000 | 241 |
| Number of Non-Managed Accounts | $141,000 | 173 |
| Total fiduciary and related assets | $963,855,000 | 185 |
| Managed Assets ($) | $858,581,000 | 154 |
| Non-managed Assets ($) | $105,274,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,033,000 | 225 |
| 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 | $784,000 | 247 |
| Number of Managed Accounts | $642,000 | 240 |
| Number of Non-Managed Accounts | $142,000 | 170 |
| Total fiduciary and related assets | $1,109,726,000 | 166 |
| Managed Assets ($) | $871,888,000 | 153 |
| Non-managed Assets ($) | $237,838,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,973,000 | 231 |
| 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 | $783,000 | 249 |
| Number of Managed Accounts | $637,000 | 240 |
| Number of Non-Managed Accounts | $146,000 | 170 |
| Total fiduciary and related assets | $1,072,580,000 | 167 |
| Managed Assets ($) | $838,128,000 | 152 |
| Non-managed Assets ($) | $234,452,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $985,000 | 236 |
| 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 | $779,000 | 262 |
| Number of Managed Accounts | $632,000 | 247 |
| Number of Non-Managed Accounts | $147,000 | 237 |
| Total fiduciary and related assets | $1,058,106,000 | 167 |
| Managed Assets ($) | $826,836,000 | 152 |
| Non-managed Assets ($) | $231,270,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,923,000 | 219 |
| 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 | $760,000 | 252 |
| Number of Managed Accounts | $625,000 | 234 |
| Number of Non-Managed Accounts | $135,000 | 180 |
| Total fiduciary and related assets | $1,014,272,000 | 164 |
| Managed Assets ($) | $784,367,000 | 153 |
| Non-managed Assets ($) | $229,905,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,830,000 | 221 |
| 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 | $785,000 | 243 |
| Number of Managed Accounts | $648,000 | 226 |
| Number of Non-Managed Accounts | $137,000 | 180 |
| Total fiduciary and related assets | $969,003,000 | 164 |
| Managed Assets ($) | $748,803,000 | 154 |
| Non-managed Assets ($) | $220,200,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 219 |
| 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 | $784,000 | 247 |
| Number of Managed Accounts | $647,000 | 227 |
| Number of Non-Managed Accounts | $137,000 | 181 |
| Total fiduciary and related assets | $984,464,000 | 165 |
| Managed Assets ($) | $770,455,000 | 153 |
| Non-managed Assets ($) | $214,009,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $944,000 | 216 |
| 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 | $785,000 | 263 |
| Number of Managed Accounts | $649,000 | 231 |
| Number of Non-Managed Accounts | $136,000 | 259 |
| Total fiduciary and related assets | $952,460,000 | 165 |
| Managed Assets ($) | $733,586,000 | 153 |
| Non-managed Assets ($) | $218,874,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,630,000 | 214 |
| 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 | $769,000 | 244 |
| Number of Managed Accounts | $630,000 | 223 |
| Number of Non-Managed Accounts | $139,000 | 174 |
| Total fiduciary and related assets | $931,705,000 | 162 |
| Managed Assets ($) | $718,898,000 | 155 |
| Non-managed Assets ($) | $212,807,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,735,000 | 213 |
| 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 | $761,000 | 241 |
| Number of Managed Accounts | $621,000 | 220 |
| Number of Non-Managed Accounts | $140,000 | 180 |
| Total fiduciary and related assets | $846,796,000 | 171 |
| Managed Assets ($) | $644,027,000 | 156 |
| Non-managed Assets ($) | $202,769,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,824,000 | 210 |
| 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 | $751,000 | 241 |
| Number of Managed Accounts | $611,000 | 222 |
| Number of Non-Managed Accounts | $140,000 | 179 |
| Total fiduciary and related assets | $834,233,000 | 170 |
| Managed Assets ($) | $639,250,000 | 158 |
| Non-managed Assets ($) | $194,983,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $912,000 | 215 |
| 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 | $775,000 | 260 |
| Number of Managed Accounts | $630,000 | 230 |
| Number of Non-Managed Accounts | $145,000 | 252 |
| Total fiduciary and related assets | $806,114,000 | 171 |
| Managed Assets ($) | $613,777,000 | 157 |
| Non-managed Assets ($) | $192,337,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,534,000 | 177 |
| 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 | $783,000 | 240 |
| Number of Managed Accounts | $637,000 | 217 |
| Number of Non-Managed Accounts | $146,000 | 173 |
| Total fiduciary and related assets | $773,592,000 | 170 |
| Managed Assets ($) | $583,609,000 | 159 |
| Non-managed Assets ($) | $189,983,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,759,000 | 172 |
| 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 | $788,000 | 239 |
| Number of Managed Accounts | $643,000 | 215 |
| Number of Non-Managed Accounts | $145,000 | 176 |
| Total fiduciary and related assets | $797,994,000 | 176 |
| Managed Assets ($) | $606,384,000 | 161 |
| Non-managed Assets ($) | $191,610,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,840,000 | 175 |
| 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 | $811,000 | 238 |
| Number of Managed Accounts | $654,000 | 211 |
| Number of Non-Managed Accounts | $157,000 | 177 |
| Total fiduciary and related assets | $788,748,000 | 183 |
| Managed Assets ($) | $600,496,000 | 163 |
| Non-managed Assets ($) | $188,252,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 182 |
| 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 | $871,000 | 243 |
| Number of Managed Accounts | $708,000 | 213 |
| Number of Non-Managed Accounts | $163,000 | 252 |
| Total fiduciary and related assets | $794,537,000 | 180 |
| Managed Assets ($) | $608,969,000 | 160 |
| Non-managed Assets ($) | $185,568,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,443,000 | 182 |
| 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 | $895,000 | 220 |
| Number of Managed Accounts | $720,000 | 197 |
| Number of Non-Managed Accounts | $175,000 | 169 |
| Total fiduciary and related assets | $779,057,000 | 179 |
| Managed Assets ($) | $591,918,000 | 161 |
| Non-managed Assets ($) | $187,139,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,584,000 | 181 |
| 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 | $898,000 | 221 |
| Number of Managed Accounts | $712,000 | 198 |
| Number of Non-Managed Accounts | $186,000 | 163 |
| Total fiduciary and related assets | $753,470,000 | 173 |
| Managed Assets ($) | $569,590,000 | 158 |
| Non-managed Assets ($) | $183,880,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,726,000 | 180 |
| 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 | $895,000 | 219 |
| Number of Managed Accounts | $716,000 | 199 |
| Number of Non-Managed Accounts | $179,000 | 168 |
| Total fiduciary and related assets | $774,964,000 | 178 |
| Managed Assets ($) | $595,942,000 | 159 |
| Non-managed Assets ($) | $179,022,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $866,000 | 181 |
| 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 | $910,000 | 233 |
| Number of Managed Accounts | $728,000 | 209 |
| Number of Non-Managed Accounts | $182,000 | 232 |
| Total fiduciary and related assets | $747,907,000 | 182 |
| Managed Assets ($) | $570,879,000 | 166 |
| Non-managed Assets ($) | $177,028,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,968,000 | 201 |
| 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 | $893,000 | 225 |
| Number of Managed Accounts | $712,000 | 199 |
| Number of Non-Managed Accounts | $181,000 | 165 |
| Total fiduciary and related assets | $711,086,000 | 187 |
| Managed Assets ($) | $561,475,000 | 168 |
| Non-managed Assets ($) | $149,611,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,203,000 | 202 |
| 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 | $957,000 | 217 |
| Number of Managed Accounts | $794,000 | 185 |
| Number of Non-Managed Accounts | $163,000 | 182 |
| Total fiduciary and related assets | $682,411,000 | 185 |
| Managed Assets ($) | $534,435,000 | 165 |
| Non-managed Assets ($) | $147,976,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,575,000 | 191 |
| 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 | $940,000 | 219 |
| Number of Managed Accounts | $761,000 | 193 |
| Number of Non-Managed Accounts | $179,000 | 169 |
| Total fiduciary and related assets | $630,017,000 | 191 |
| Managed Assets ($) | $487,253,000 | 172 |
| Non-managed Assets ($) | $142,764,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 188 |
| 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 | $888,000 | 255 |
| Number of Managed Accounts | $726,000 | 211 |
| Number of Non-Managed Accounts | $162,000 | 256 |
| Total fiduciary and related assets | $625,478,000 | 200 |
| Managed Assets ($) | $483,403,000 | 176 |
| Non-managed Assets ($) | $142,075,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,967,000 | 211 |
| 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 | $904,000 | 226 |
| Number of Managed Accounts | $736,000 | 197 |
| Number of Non-Managed Accounts | $168,000 | 181 |
| Total fiduciary and related assets | $665,922,000 | 200 |
| Managed Assets ($) | $509,749,000 | 178 |
| Non-managed Assets ($) | $156,173,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,300,000 | 210 |
| 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 | $907,000 | 235 |
| Number of Managed Accounts | $736,000 | 203 |
| Number of Non-Managed Accounts | $171,000 | 179 |
| Total fiduciary and related assets | $654,188,000 | 212 |
| Managed Assets ($) | $505,616,000 | 189 |
| Non-managed Assets ($) | $148,572,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,500,000 | 217 |
| 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 | $941,000 | 227 |
| Number of Managed Accounts | $731,000 | 206 |
| Number of Non-Managed Accounts | $210,000 | 171 |
| Total fiduciary and related assets | $656,737,000 | 217 |
| Managed Assets ($) | $507,650,000 | 195 |
| Non-managed Assets ($) | $149,087,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 221 |
| 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 | $942,000 | 240 |
| Number of Managed Accounts | $721,000 | 213 |
| Number of Non-Managed Accounts | $221,000 | 221 |
| Total fiduciary and related assets | $682,425,000 | 215 |
| Managed Assets ($) | $516,688,000 | 193 |
| Non-managed Assets ($) | $165,737,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,860,000 | 225 |
| 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 | $931,000 | 220 |
| Number of Managed Accounts | $710,000 | 205 |
| Number of Non-Managed Accounts | $221,000 | 156 |
| Total fiduciary and related assets | $683,106,000 | 216 |
| Managed Assets ($) | $522,081,000 | 193 |
| Non-managed Assets ($) | $161,025,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,090,000 | 224 |
| 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 | $921,000 | 224 |
| Number of Managed Accounts | $699,000 | 211 |
| Number of Non-Managed Accounts | $222,000 | 161 |
| Total fiduciary and related assets | $662,995,000 | 226 |
| Managed Assets ($) | $507,563,000 | 201 |
| Non-managed Assets ($) | $155,432,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,320,000 | 240 |
| 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 | $928,000 | 217 |
| Number of Managed Accounts | $709,000 | 209 |
| Number of Non-Managed Accounts | $219,000 | 157 |
| Total fiduciary and related assets | $646,278,000 | 223 |
| Managed Assets ($) | $497,127,000 | 202 |
| Non-managed Assets ($) | $149,151,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $660,000 | 241 |
| 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 | $914,000 | 243 |
| Number of Managed Accounts | $697,000 | 218 |
| Number of Non-Managed Accounts | $217,000 | 227 |
| Total fiduciary and related assets | $607,872,000 | 232 |
| Managed Assets ($) | $462,986,000 | 207 |
| Non-managed Assets ($) | $144,886,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,584,000 | 222 |
| 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 | $920,000 | 222 |
| Number of Managed Accounts | $701,000 | 212 |
| Number of Non-Managed Accounts | $219,000 | 169 |
| Total fiduciary and related assets | $589,189,000 | 236 |
| Managed Assets ($) | $451,734,000 | 214 |
| Non-managed Assets ($) | $137,455,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,909,000 | 231 |
| 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 | $918,000 | 224 |
| Number of Managed Accounts | $705,000 | 217 |
| Number of Non-Managed Accounts | $213,000 | 183 |
| Total fiduciary and related assets | $570,089,000 | 246 |
| Managed Assets ($) | $440,015,000 | 221 |
| Non-managed Assets ($) | $130,074,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 237 |
| 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 | $915,000 | 224 |
| Number of Managed Accounts | $704,000 | 215 |
| Number of Non-Managed Accounts | $211,000 | 184 |
| Total fiduciary and related assets | $528,714,000 | 252 |
| Managed Assets ($) | $402,908,000 | 230 |
| Non-managed Assets ($) | $125,806,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $663,000 | 236 |
| 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 | $923,000 | 242 |
| Number of Managed Accounts | $715,000 | 219 |
| Number of Non-Managed Accounts | $208,000 | 248 |
| Total fiduciary and related assets | $511,491,000 | 252 |
| Managed Assets ($) | $388,899,000 | 230 |
| Non-managed Assets ($) | $122,592,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,464,000 | 235 |
| 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 | $922,000 | 217 |
| Number of Managed Accounts | $712,000 | 207 |
| Number of Non-Managed Accounts | $210,000 | 178 |
| Total fiduciary and related assets | $506,458,000 | 249 |
| Managed Assets ($) | $387,182,000 | 229 |
| Non-managed Assets ($) | $119,276,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 227 |
| 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 | $916,000 | 219 |
| Number of Managed Accounts | $710,000 | 206 |
| Number of Non-Managed Accounts | $206,000 | 179 |
| Total fiduciary and related assets | $497,169,000 | 248 |
| Managed Assets ($) | $443,198,000 | 208 |
| Non-managed Assets ($) | $53,971,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,242,000 | 228 |
| 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 | $912,000 | 219 |
| Number of Managed Accounts | $710,000 | 203 |
| Number of Non-Managed Accounts | $202,000 | 186 |
| Total fiduciary and related assets | $454,815,000 | 260 |
| Managed Assets ($) | $404,878,000 | 222 |
| Non-managed Assets ($) | $49,937,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $621,000 | 232 |
| 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 | $910,000 | 244 |
| Number of Managed Accounts | $715,000 | 208 |
| Number of Non-Managed Accounts | $195,000 | 264 |
| Total fiduciary and related assets | $386,833,000 | 289 |
| Managed Assets ($) | $339,235,000 | 237 |
| Non-managed Assets ($) | $47,598,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,320,000 | 231 |
| 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 | $905,000 | 223 |
| Number of Managed Accounts | $711,000 | 199 |
| Number of Non-Managed Accounts | $194,000 | 192 |
| Total fiduciary and related assets | $303,841,000 | 315 |
| Managed Assets ($) | $258,416,000 | 275 |
| Non-managed Assets ($) | $45,425,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 237 |
| 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 | $898,000 | 226 |
| Number of Managed Accounts | $703,000 | 200 |
| Number of Non-Managed Accounts | $195,000 | 198 |
| Total fiduciary and related assets | $302,299,000 | 319 |
| Managed Assets ($) | $257,290,000 | 273 |
| Non-managed Assets ($) | $45,009,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 246 |
| 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 | $886,000 | 227 |
| Number of Managed Accounts | $688,000 | 205 |
| Number of Non-Managed Accounts | $198,000 | 197 |
| Total fiduciary and related assets | $299,620,000 | 324 |
| Managed Assets ($) | $254,222,000 | 280 |
| Non-managed Assets ($) | $45,398,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $562,000 | 247 |
| 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 | $871,000 | 263 |
| Number of Managed Accounts | $674,000 | 227 |
| Number of Non-Managed Accounts | $197,000 | 282 |
| Total fiduciary and related assets | $294,325,000 | 337 |
| Managed Assets ($) | $249,099,000 | 286 |
| Non-managed Assets ($) | $45,226,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,146,000 | 247 |
| 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 | $883,000 | 240 |
| Number of Managed Accounts | $685,000 | 219 |
| Number of Non-Managed Accounts | $198,000 | 209 |
| Total fiduciary and related assets | $285,851,000 | 338 |
| Managed Assets ($) | $242,625,000 | 283 |
| Non-managed Assets ($) | $43,226,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,662,000 | 252 |
| 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 | $883,000 | 248 |
| Number of Managed Accounts | $683,000 | 219 |
| Number of Non-Managed Accounts | $200,000 | 214 |
| Total fiduciary and related assets | $282,989,000 | 343 |
| Managed Assets ($) | $240,704,000 | 286 |
| Non-managed Assets ($) | $42,285,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,128,000 | 255 |
| 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 | $876,000 | 252 |
| Number of Managed Accounts | $674,000 | 226 |
| Number of Non-Managed Accounts | $202,000 | 222 |
| Total fiduciary and related assets | $276,897,000 | 345 |
| Managed Assets ($) | $236,047,000 | 285 |
| Non-managed Assets ($) | $40,850,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 254 |
| 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 | $867,000 | 283 |
| Number of Managed Accounts | $657,000 | 249 |
| Number of Non-Managed Accounts | $210,000 | 286 |
| Total fiduciary and related assets | $276,413,000 | 351 |
| Managed Assets ($) | $235,471,000 | 288 |
| Non-managed Assets ($) | $40,942,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,188,000 | 272 |
| 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 | $927,000 | 243 |
| Number of Managed Accounts | $673,000 | 233 |
| Number of Non-Managed Accounts | $254,000 | 243 |
| Total fiduciary and related assets | $250,560,000 | 355 |
| Managed Assets ($) | $204,838,000 | 324 |
| Non-managed Assets ($) | $45,722,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,467,000 | 261 |
| 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 | $2,350,000 | 267 |
| 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 | $2,010,000 | 330 |
| 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 | $1,610,000 | 358 |
| 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 | $1,450,000 | 385 |
| 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 | $1,277,000 | 450 |
| 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 | $1,100,000 | 514 |
| 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 | $900,000 | 550 |
| 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 | $803,000 | 608 |
| 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 | $732,000 | 642 |