Home > Texas Capital Bank > Fiduciary and Related Services
Texas Capital Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $165,000 | 578 |
| Number of Managed Accounts | $160,000 | 506 |
| Number of Non-Managed Accounts | $5,000 | 679 |
| Total fiduciary and related assets | $385,083,000 | 382 |
| Managed Assets ($) | $381,322,000 | 338 |
| Non-managed Assets ($) | $3,761,000 | 608 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,487,000 | 363 |
| 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 | $170,000 | 356 |
| Number of Managed Accounts | $161,000 | 334 |
| Number of Non-Managed Accounts | $9,000 | 330 |
| Total fiduciary and related assets | $339,019,000 | 337 |
| Managed Assets ($) | $334,522,000 | 308 |
| Non-managed Assets ($) | $4,497,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,742,000 | 376 |
| 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 | $167,000 | 426 |
| Number of Managed Accounts | $161,000 | 400 |
| Number of Non-Managed Accounts | $6,000 | 399 |
| Total fiduciary and related assets | $350,829,000 | 383 |
| Managed Assets ($) | $346,092,000 | 342 |
| Non-managed Assets ($) | $4,737,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 371 |
| 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 | $160,000 | 369 |
| Number of Managed Accounts | $151,000 | 346 |
| Number of Non-Managed Accounts | $9,000 | 339 |
| Total fiduciary and related assets | $319,699,000 | 351 |
| Managed Assets ($) | $312,064,000 | 320 |
| Non-managed Assets ($) | $7,635,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $564,000 | 388 |
| 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 | $162,000 | 605 |
| Number of Managed Accounts | $142,000 | 546 |
| Number of Non-Managed Accounts | $20,000 | 558 |
| Total fiduciary and related assets | $303,961,000 | 421 |
| Managed Assets ($) | $291,251,000 | 375 |
| Non-managed Assets ($) | $12,710,000 | 521 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,532,000 | 376 |
| 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 | $164,000 | 384 |
| Number of Managed Accounts | $144,000 | 362 |
| Number of Non-Managed Accounts | $20,000 | 322 |
| Total fiduciary and related assets | $281,438,000 | 365 |
| Managed Assets ($) | $269,036,000 | 338 |
| Non-managed Assets ($) | $12,402,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,957,000 | 369 |
| 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 | $168,000 | 414 |
| Number of Managed Accounts | $148,000 | 392 |
| Number of Non-Managed Accounts | $20,000 | 337 |
| Total fiduciary and related assets | $300,593,000 | 366 |
| Managed Assets ($) | $287,649,000 | 327 |
| Non-managed Assets ($) | $12,944,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,334,000 | 325 |
| 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 | $172,000 | 347 |
| Number of Managed Accounts | $150,000 | 325 |
| Number of Non-Managed Accounts | $22,000 | 284 |
| Total fiduciary and related assets | $318,646,000 | 320 |
| Managed Assets ($) | $304,733,000 | 294 |
| Non-managed Assets ($) | $13,913,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 361 |
| 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 | $184,000 | 552 |
| Number of Managed Accounts | $156,000 | 504 |
| Number of Non-Managed Accounts | $28,000 | 486 |
| Total fiduciary and related assets | $329,886,000 | 375 |
| Managed Assets ($) | $315,093,000 | 336 |
| Non-managed Assets ($) | $14,793,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,188,000 | 357 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,595,000 | 361 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,031,000 | 362 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $471,000 | 375 |
| 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 | $196,000 | 535 |
| Number of Managed Accounts | $158,000 | 505 |
| Number of Non-Managed Accounts | $38,000 | 446 |
| Total fiduciary and related assets | $212,338,000 | 431 |
| Managed Assets ($) | $187,080,000 | 403 |
| Non-managed Assets ($) | $25,258,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,031,000 | 348 |
| 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 | $206,000 | 330 |
| Number of Managed Accounts | $168,000 | 314 |
| Number of Non-Managed Accounts | $38,000 | 260 |
| Total fiduciary and related assets | $211,609,000 | 334 |
| Managed Assets ($) | $187,758,000 | 313 |
| Non-managed Assets ($) | $23,851,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 339 |
| 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 | $202,000 | 386 |
| Number of Managed Accounts | $169,000 | 369 |
| Number of Non-Managed Accounts | $33,000 | 299 |
| Total fiduciary and related assets | $207,988,000 | 390 |
| Managed Assets ($) | $185,434,000 | 361 |
| Non-managed Assets ($) | $22,554,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,098,000 | 326 |
| 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 | $208,000 | 330 |
| Number of Managed Accounts | $173,000 | 315 |
| Number of Non-Managed Accounts | $35,000 | 265 |
| Total fiduciary and related assets | $247,412,000 | 323 |
| Managed Assets ($) | $226,456,000 | 299 |
| Non-managed Assets ($) | $20,956,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 321 |
| 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 | $203,000 | 537 |
| Number of Managed Accounts | $168,000 | 503 |
| Number of Non-Managed Accounts | $35,000 | 474 |
| Total fiduciary and related assets | $271,373,000 | 376 |
| Managed Assets ($) | $246,782,000 | 343 |
| Non-managed Assets ($) | $24,591,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,082,000 | 336 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,529,000 | 347 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $971,000 | 356 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $455,000 | 364 |
| 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 | $189,000 | 570 |
| Number of Managed Accounts | $156,000 | 529 |
| Number of Non-Managed Accounts | $33,000 | 492 |
| Total fiduciary and related assets | $222,012,000 | 405 |
| Managed Assets ($) | $197,069,000 | 366 |
| Non-managed Assets ($) | $24,943,000 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,883,000 | 361 |
| 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 | $178,000 | 386 |
| Number of Managed Accounts | $147,000 | 366 |
| Number of Non-Managed Accounts | $31,000 | 304 |
| Total fiduciary and related assets | $219,428,000 | 386 |
| Managed Assets ($) | $193,231,000 | 356 |
| Non-managed Assets ($) | $26,197,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,397,000 | 363 |
| 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 | $191,000 | 386 |
| Number of Managed Accounts | $157,000 | 369 |
| Number of Non-Managed Accounts | $34,000 | 294 |
| Total fiduciary and related assets | $210,067,000 | 390 |
| Managed Assets ($) | $182,384,000 | 361 |
| Non-managed Assets ($) | $27,683,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $918,000 | 367 |
| 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 | $185,000 | 389 |
| Number of Managed Accounts | $154,000 | 370 |
| Number of Non-Managed Accounts | $31,000 | 303 |
| Total fiduciary and related assets | $209,519,000 | 393 |
| Managed Assets ($) | $183,488,000 | 359 |
| Non-managed Assets ($) | $26,031,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $458,000 | 365 |
| 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 | $186,000 | 581 |
| Number of Managed Accounts | $155,000 | 536 |
| Number of Non-Managed Accounts | $31,000 | 513 |
| Total fiduciary and related assets | $361,608,000 | 335 |
| Managed Assets ($) | $332,666,000 | 303 |
| Non-managed Assets ($) | $28,942,000 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,063,000 | 335 |
| 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 | $192,000 | 381 |
| Number of Managed Accounts | $161,000 | 364 |
| Number of Non-Managed Accounts | $31,000 | 297 |
| Total fiduciary and related assets | $385,368,000 | 323 |
| Managed Assets ($) | $358,026,000 | 288 |
| Non-managed Assets ($) | $27,342,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 337 |
| 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 | $204,000 | 381 |
| Number of Managed Accounts | $168,000 | 364 |
| Number of Non-Managed Accounts | $36,000 | 287 |
| Total fiduciary and related assets | $380,835,000 | 321 |
| Managed Assets ($) | $343,661,000 | 287 |
| Non-managed Assets ($) | $37,174,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,722,000 | 194 |
| 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 | $192,000 | 387 |
| Number of Managed Accounts | $149,000 | 372 |
| Number of Non-Managed Accounts | $43,000 | 270 |
| Total fiduciary and related assets | $351,365,000 | 334 |
| Managed Assets ($) | $302,204,000 | 305 |
| Non-managed Assets ($) | $49,161,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,329,000 | 196 |
| 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 | $204,000 | 567 |
| Number of Managed Accounts | $156,000 | 547 |
| Number of Non-Managed Accounts | $48,000 | 428 |
| Total fiduciary and related assets | $517,425,000 | 259 |
| Managed Assets ($) | $471,964,000 | 235 |
| Non-managed Assets ($) | $45,461,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,214,000 | 220 |
| 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 | $214,000 | 383 |
| Number of Managed Accounts | $168,000 | 369 |
| Number of Non-Managed Accounts | $46,000 | 276 |
| Total fiduciary and related assets | $219,902,000 | 382 |
| Managed Assets ($) | $164,224,000 | 360 |
| Non-managed Assets ($) | $55,678,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,024,000 | 223 |
| 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 | $215,000 | 383 |
| Number of Managed Accounts | $167,000 | 370 |
| Number of Non-Managed Accounts | $48,000 | 278 |
| Total fiduciary and related assets | $224,322,000 | 383 |
| Managed Assets ($) | $164,431,000 | 362 |
| Non-managed Assets ($) | $59,891,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,911,000 | 235 |
| 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 | $234,000 | 378 |
| Number of Managed Accounts | $183,000 | 366 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $214,545,000 | 386 |
| Managed Assets ($) | $160,452,000 | 363 |
| Non-managed Assets ($) | $54,093,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 257 |
| 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 | $269,000 | 485 |
| Number of Managed Accounts | $235,000 | 443 |
| Number of Non-Managed Accounts | $34,000 | 519 |
| Total fiduciary and related assets | $311,558,000 | 344 |
| Managed Assets ($) | $243,502,000 | 328 |
| Non-managed Assets ($) | $68,056,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,022,000 | 200 |
| 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 | $429,000 | 325 |
| Number of Managed Accounts | $393,000 | 294 |
| Number of Non-Managed Accounts | $36,000 | 288 |
| Total fiduciary and related assets | $475,571,000 | 271 |
| Managed Assets ($) | $400,040,000 | 253 |
| Non-managed Assets ($) | $75,531,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,709,000 | 203 |
| 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 | $419,000 | 329 |
| Number of Managed Accounts | $383,000 | 298 |
| Number of Non-Managed Accounts | $36,000 | 291 |
| Total fiduciary and related assets | $614,998,000 | 250 |
| Managed Assets ($) | $520,489,000 | 231 |
| Non-managed Assets ($) | $94,509,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,487,000 | 206 |
| 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 | $423,000 | 330 |
| Number of Managed Accounts | $386,000 | 298 |
| Number of Non-Managed Accounts | $37,000 | 293 |
| Total fiduciary and related assets | $642,609,000 | 244 |
| Managed Assets ($) | $544,162,000 | 223 |
| Non-managed Assets ($) | $98,447,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,200,000 | 212 |
| 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 | $422,000 | 387 |
| Number of Managed Accounts | $386,000 | 323 |
| Number of Non-Managed Accounts | $36,000 | 523 |
| Total fiduciary and related assets | $645,718,000 | 239 |
| Managed Assets ($) | $548,817,000 | 216 |
| Non-managed Assets ($) | $96,901,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,936,000 | 198 |
| 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 | $467,000 | 318 |
| Number of Managed Accounts | $432,000 | 283 |
| Number of Non-Managed Accounts | $35,000 | 296 |
| Total fiduciary and related assets | $652,042,000 | 238 |
| Managed Assets ($) | $551,128,000 | 210 |
| Non-managed Assets ($) | $100,914,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,713,000 | 198 |
| 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 | $469,000 | 321 |
| Number of Managed Accounts | $434,000 | 286 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $689,035,000 | 226 |
| Managed Assets ($) | $586,847,000 | 195 |
| Non-managed Assets ($) | $102,188,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,524,000 | 196 |
| 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 | $458,000 | 326 |
| Number of Managed Accounts | $423,000 | 290 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $715,663,000 | 214 |
| Managed Assets ($) | $613,612,000 | 187 |
| Non-managed Assets ($) | $102,051,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,282,000 | 192 |
| 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 | $448,000 | 377 |
| Number of Managed Accounts | $413,000 | 312 |
| Number of Non-Managed Accounts | $35,000 | 546 |
| Total fiduciary and related assets | $667,793,000 | 225 |
| Managed Assets ($) | $565,263,000 | 196 |
| Non-managed Assets ($) | $102,530,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,023,000 | 185 |
| 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 | $457,000 | 317 |
| Number of Managed Accounts | $421,000 | 281 |
| Number of Non-Managed Accounts | $36,000 | 287 |
| Total fiduciary and related assets | $607,010,000 | 238 |
| Managed Assets ($) | $506,420,000 | 205 |
| Non-managed Assets ($) | $100,590,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,772,000 | 178 |
| 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 | $462,000 | 316 |
| Number of Managed Accounts | $426,000 | 276 |
| Number of Non-Managed Accounts | $36,000 | 289 |
| Total fiduciary and related assets | $597,230,000 | 234 |
| Managed Assets ($) | $497,719,000 | 200 |
| Non-managed Assets ($) | $99,511,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,510,000 | 179 |
| 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 | $455,000 | 317 |
| Number of Managed Accounts | $415,000 | 279 |
| Number of Non-Managed Accounts | $40,000 | 285 |
| Total fiduciary and related assets | $591,009,000 | 237 |
| Managed Assets ($) | $488,796,000 | 209 |
| Non-managed Assets ($) | $102,213,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,241,000 | 178 |
| 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 | $463,000 | 374 |
| Number of Managed Accounts | $421,000 | 306 |
| Number of Non-Managed Accounts | $42,000 | 513 |
| Total fiduciary and related assets | $574,657,000 | 238 |
| Managed Assets ($) | $481,426,000 | 200 |
| Non-managed Assets ($) | $93,231,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,822,000 | 179 |
| 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 | $468,000 | 309 |
| Number of Managed Accounts | $425,000 | 272 |
| Number of Non-Managed Accounts | $43,000 | 271 |
| Total fiduciary and related assets | $612,057,000 | 218 |
| Managed Assets ($) | $521,209,000 | 185 |
| Non-managed Assets ($) | $90,848,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,562,000 | 177 |
| 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 | $472,000 | 310 |
| Number of Managed Accounts | $428,000 | 269 |
| Number of Non-Managed Accounts | $44,000 | 273 |
| Total fiduciary and related assets | $599,142,000 | 215 |
| Managed Assets ($) | $507,310,000 | 182 |
| Non-managed Assets ($) | $91,832,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,346,000 | 179 |
| 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 | $456,000 | 309 |
| Number of Managed Accounts | $421,000 | 270 |
| Number of Non-Managed Accounts | $35,000 | 277 |
| Total fiduciary and related assets | $569,223,000 | 225 |
| Managed Assets ($) | $497,288,000 | 192 |
| Non-managed Assets ($) | $71,935,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 186 |
| 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 | $472,000 | 375 |
| Number of Managed Accounts | $441,000 | 306 |
| Number of Non-Managed Accounts | $31,000 | 600 |
| Total fiduciary and related assets | $557,572,000 | 220 |
| Managed Assets ($) | $506,534,000 | 176 |
| Non-managed Assets ($) | $51,038,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,219,000 | 159 |
| 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 | $440,000 | 315 |
| Number of Managed Accounts | $415,000 | 274 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $527,916,000 | 222 |
| Managed Assets ($) | $482,243,000 | 176 |
| Non-managed Assets ($) | $45,673,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,111,000 | 162 |
| 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 | $445,000 | 317 |
| Number of Managed Accounts | $418,000 | 275 |
| Number of Non-Managed Accounts | $27,000 | 310 |
| Total fiduciary and related assets | $530,007,000 | 230 |
| Managed Assets ($) | $479,151,000 | 183 |
| Non-managed Assets ($) | $50,856,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,020,000 | 168 |
| 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 | $438,000 | 321 |
| Number of Managed Accounts | $412,000 | 282 |
| Number of Non-Managed Accounts | $26,000 | 312 |
| Total fiduciary and related assets | $536,449,000 | 228 |
| Managed Assets ($) | $480,609,000 | 185 |
| Non-managed Assets ($) | $55,840,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 176 |
| 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 | $494,000 | 370 |
| Number of Managed Accounts | $472,000 | 286 |
| Number of Non-Managed Accounts | $22,000 | 727 |
| Total fiduciary and related assets | $511,003,000 | 234 |
| Managed Assets ($) | $458,132,000 | 187 |
| Non-managed Assets ($) | $52,871,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,846,000 | 165 |
| 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 | $500,000 | 297 |
| Number of Managed Accounts | $480,000 | 250 |
| Number of Non-Managed Accounts | $20,000 | 320 |
| Total fiduciary and related assets | $482,564,000 | 242 |
| Managed Assets ($) | $432,326,000 | 190 |
| Non-managed Assets ($) | $50,238,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,947,000 | 161 |
| 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 | $512,000 | 299 |
| Number of Managed Accounts | $491,000 | 249 |
| Number of Non-Managed Accounts | $21,000 | 320 |
| Total fiduciary and related assets | $503,138,000 | 224 |
| Managed Assets ($) | $455,019,000 | 178 |
| Non-managed Assets ($) | $48,119,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 166 |
| 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 | $512,000 | 300 |
| Number of Managed Accounts | $492,000 | 249 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $530,826,000 | 225 |
| Managed Assets ($) | $482,984,000 | 178 |
| Non-managed Assets ($) | $47,842,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 169 |
| 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 | $526,000 | 359 |
| Number of Managed Accounts | $516,000 | 271 |
| Number of Non-Managed Accounts | $10,000 | 903 |
| Total fiduciary and related assets | $529,085,000 | 228 |
| Managed Assets ($) | $518,358,000 | 176 |
| Non-managed Assets ($) | $10,727,000 | 605 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,815,000 | 166 |
| 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 | $522,000 | 295 |
| Number of Managed Accounts | $512,000 | 246 |
| Number of Non-Managed Accounts | $10,000 | 350 |
| Total fiduciary and related assets | $539,809,000 | 221 |
| Managed Assets ($) | $529,255,000 | 174 |
| Non-managed Assets ($) | $10,554,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,836,000 | 167 |
| 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 | $535,000 | 296 |
| Number of Managed Accounts | $525,000 | 246 |
| Number of Non-Managed Accounts | $10,000 | 358 |
| Total fiduciary and related assets | $500,348,000 | 225 |
| Managed Assets ($) | $490,455,000 | 176 |
| Non-managed Assets ($) | $9,893,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,836,000 | 172 |
| 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 | $529,000 | 297 |
| Number of Managed Accounts | $519,000 | 246 |
| Number of Non-Managed Accounts | $10,000 | 351 |
| Total fiduciary and related assets | $572,835,000 | 204 |
| Managed Assets ($) | $563,430,000 | 154 |
| Non-managed Assets ($) | $9,405,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $884,000 | 178 |
| 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 | $531,000 | 363 |
| Number of Managed Accounts | $520,000 | 274 |
| Number of Non-Managed Accounts | $11,000 | 895 |
| Total fiduciary and related assets | $635,226,000 | 198 |
| Managed Assets ($) | $622,982,000 | 152 |
| Non-managed Assets ($) | $12,244,000 | 564 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,692,000 | 158 |
| 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 | $535,000 | 305 |
| Number of Managed Accounts | $524,000 | 248 |
| Number of Non-Managed Accounts | $11,000 | 369 |
| Total fiduciary and related assets | $750,520,000 | 186 |
| Managed Assets ($) | $735,219,000 | 145 |
| Non-managed Assets ($) | $15,301,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,656,000 | 161 |
| 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 | $525,000 | 312 |
| Number of Managed Accounts | $514,000 | 253 |
| Number of Non-Managed Accounts | $11,000 | 372 |
| Total fiduciary and related assets | $810,657,000 | 190 |
| Managed Assets ($) | $795,206,000 | 147 |
| Non-managed Assets ($) | $15,451,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,422,000 | 164 |
| 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 | $517,000 | 316 |
| Number of Managed Accounts | $506,000 | 257 |
| Number of Non-Managed Accounts | $11,000 | 378 |
| Total fiduciary and related assets | $861,205,000 | 188 |
| Managed Assets ($) | $845,579,000 | 147 |
| Non-managed Assets ($) | $15,626,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 162 |
| 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 | $492,000 | 388 |
| Number of Managed Accounts | $483,000 | 287 |
| Number of Non-Managed Accounts | $9,000 | 950 |
| Total fiduciary and related assets | $943,552,000 | 183 |
| Managed Assets ($) | $928,435,000 | 140 |
| Non-managed Assets ($) | $15,117,000 | 563 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,691,000 | 165 |
| 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 | $474,000 | 312 |
| Number of Managed Accounts | $465,000 | 259 |
| Number of Non-Managed Accounts | $9,000 | 376 |
| Total fiduciary and related assets | $1,006,871,000 | 180 |
| Managed Assets ($) | $990,903,000 | 136 |
| Non-managed Assets ($) | $15,968,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,453,000 | 164 |
| 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 | $458,000 | 320 |
| Number of Managed Accounts | $449,000 | 266 |
| Number of Non-Managed Accounts | $9,000 | 379 |
| Total fiduciary and related assets | $1,222,347,000 | 166 |
| Managed Assets ($) | $1,206,115,000 | 119 |
| Non-managed Assets ($) | $16,232,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,271,000 | 173 |
| 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 | $441,000 | 325 |
| Number of Managed Accounts | $432,000 | 274 |
| Number of Non-Managed Accounts | $9,000 | 379 |
| Total fiduciary and related assets | $1,458,802,000 | 148 |
| Managed Assets ($) | $1,443,406,000 | 105 |
| Non-managed Assets ($) | $15,396,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,077,000 | 177 |
| 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 | $438,000 | 407 |
| Number of Managed Accounts | $429,000 | 307 |
| Number of Non-Managed Accounts | $9,000 | 972 |
| Total fiduciary and related assets | $1,485,262,000 | 143 |
| Managed Assets ($) | $1,465,941,000 | 103 |
| Non-managed Assets ($) | $19,321,000 | 527 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,790,000 | 178 |
| 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 | $433,000 | 326 |
| Number of Managed Accounts | $424,000 | 276 |
| Number of Non-Managed Accounts | $9,000 | 370 |
| Total fiduciary and related assets | $1,470,458,000 | 145 |
| Managed Assets ($) | $1,449,520,000 | 102 |
| Non-managed Assets ($) | $20,938,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,717,000 | 189 |
| 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 | $423,000 | 333 |
| Number of Managed Accounts | $414,000 | 284 |
| Number of Non-Managed Accounts | $9,000 | 377 |
| Total fiduciary and related assets | $1,594,040,000 | 143 |
| Managed Assets ($) | $1,572,207,000 | 104 |
| Non-managed Assets ($) | $21,833,000 | 325 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,710,000 | 200 |
| 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 | $394,000 | 340 |
| Number of Managed Accounts | $386,000 | 294 |
| Number of Non-Managed Accounts | $8,000 | 385 |
| Total fiduciary and related assets | $464,367,000 | 271 |
| Managed Assets ($) | $450,098,000 | 216 |
| Non-managed Assets ($) | $14,269,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $843,000 | 203 |
| 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 | $366,000 | 466 |
| Number of Managed Accounts | $358,000 | 363 |
| Number of Non-Managed Accounts | $8,000 | 1,022 |
| Total fiduciary and related assets | $445,061,000 | 276 |
| Managed Assets ($) | $432,002,000 | 216 |
| Non-managed Assets ($) | $13,059,000 | 589 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,740,000 | 218 |
| 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 | $346,000 | 348 |
| Number of Managed Accounts | $338,000 | 303 |
| Number of Non-Managed Accounts | $8,000 | 374 |
| Total fiduciary and related assets | $422,979,000 | 279 |
| Managed Assets ($) | $410,282,000 | 220 |
| Non-managed Assets ($) | $12,697,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,979,000 | 219 |
| 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 | $328,000 | 362 |
| Number of Managed Accounts | $320,000 | 313 |
| Number of Non-Managed Accounts | $8,000 | 390 |
| Total fiduciary and related assets | $423,452,000 | 271 |
| Managed Assets ($) | $411,295,000 | 219 |
| Non-managed Assets ($) | $12,157,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,201,000 | 234 |
| 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 | $283,000 | 374 |
| Number of Managed Accounts | $274,000 | 330 |
| Number of Non-Managed Accounts | $9,000 | 392 |
| Total fiduciary and related assets | $337,069,000 | 306 |
| Managed Assets ($) | $323,423,000 | 243 |
| Non-managed Assets ($) | $13,646,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 241 |
| 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 | $264,000 | 582 |
| Number of Managed Accounts | $255,000 | 457 |
| Number of Non-Managed Accounts | $9,000 | 1,002 |
| Total fiduciary and related assets | $334,819,000 | 310 |
| Managed Assets ($) | $320,889,000 | 248 |
| Non-managed Assets ($) | $13,930,000 | 575 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,932,000 | 264 |
| 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 | $233,000 | 371 |
| Number of Managed Accounts | $223,000 | 330 |
| Number of Non-Managed Accounts | $10,000 | 380 |
| Total fiduciary and related assets | $311,963,000 | 309 |
| Managed Assets ($) | $299,549,000 | 246 |
| Non-managed Assets ($) | $12,414,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,373,000 | 278 |
| 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 | $216,000 | 383 |
| Number of Managed Accounts | $206,000 | 343 |
| Number of Non-Managed Accounts | $10,000 | 386 |
| Total fiduciary and related assets | $281,651,000 | 339 |
| Managed Assets ($) | $269,156,000 | 265 |
| Non-managed Assets ($) | $12,495,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 283 |
| 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 | $205,000 | 391 |
| Number of Managed Accounts | $195,000 | 348 |
| Number of Non-Managed Accounts | $10,000 | 392 |
| Total fiduciary and related assets | $260,760,000 | 359 |
| Managed Assets ($) | $248,279,000 | 287 |
| Non-managed Assets ($) | $12,481,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 286 |
| 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 | $179,000 | 743 |
| Number of Managed Accounts | $172,000 | 589 |
| Number of Non-Managed Accounts | $7,000 | 1,073 |
| Total fiduciary and related assets | $250,828,000 | 376 |
| Managed Assets ($) | $241,644,000 | 293 |
| Non-managed Assets ($) | $9,184,000 | 679 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,314,000 | 330 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $937,000 | 348 |
| 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 | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 368 |
| 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 | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $281,000 | 379 |
| 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 | $154,000 | 797 |
| Number of Managed Accounts | $153,000 | 637 |
| Number of Non-Managed Accounts | $1,000 | 1,350 |
| Total fiduciary and related assets | $171,023,000 | 441 |
| Managed Assets ($) | $169,576,000 | 368 |
| Non-managed Assets ($) | $1,447,000 | 1,029 |
| Memoranda | ||
| Gross Fiduciary activities income | $987,000 | 409 |
| 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 | $121,000 | 846 |
| Number of Managed Accounts | $120,000 | 682 |
| Number of Non-Managed Accounts | $1,000 | 1,287 |
| Total fiduciary and related assets | $125,182,000 | 485 |
| Managed Assets ($) | $123,607,000 | 414 |
| Non-managed Assets ($) | $1,575,000 | 980 |
| Memoranda | ||
| Gross Fiduciary activities income | $826,000 | 460 |
| 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 | $574,000 | 554 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |