Home > Texas Gulf Bank > Fiduciary and Related Services
Texas Gulf Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $330,000 | 336 |
| Number of Managed Accounts | $277,000 | 313 |
| Number of Non-Managed Accounts | $53,000 | 256 |
| Total fiduciary and related assets | $1,238,303,000 | 233 |
| Managed Assets ($) | $979,777,000 | 230 |
| Non-managed Assets ($) | $258,526,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 418 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $296,000 | 468 |
| Number of Managed Accounts | $245,000 | 437 |
| Number of Non-Managed Accounts | $51,000 | 375 |
| Total fiduciary and related assets | $1,261,066,000 | 233 |
| Managed Assets ($) | $942,949,000 | 238 |
| Non-managed Assets ($) | $318,117,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,487,000 | 409 |
| 2024-09-30 | 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 | $296,000 | 343 |
| Number of Managed Accounts | $243,000 | 321 |
| Number of Non-Managed Accounts | $53,000 | 254 |
| Total fiduciary and related assets | $1,230,431,000 | 237 |
| Managed Assets ($) | $966,971,000 | 231 |
| Non-managed Assets ($) | $263,460,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,854,000 | 409 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $301,000 | 410 |
| Number of Managed Accounts | $248,000 | 390 |
| Number of Non-Managed Accounts | $53,000 | 282 |
| Total fiduciary and related assets | $1,182,869,000 | 236 |
| Managed Assets ($) | $931,604,000 | 229 |
| Non-managed Assets ($) | $251,265,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,173,000 | 418 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $299,000 | 348 |
| Number of Managed Accounts | $247,000 | 328 |
| Number of Non-Managed Accounts | $52,000 | 253 |
| Total fiduciary and related assets | $1,148,402,000 | 241 |
| Managed Assets ($) | $917,132,000 | 230 |
| Non-managed Assets ($) | $231,270,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 393 |
| 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 | $321,000 | 456 |
| Number of Managed Accounts | $258,000 | 431 |
| Number of Non-Managed Accounts | $63,000 | 336 |
| Total fiduciary and related assets | $1,056,186,000 | 243 |
| Managed Assets ($) | $841,908,000 | 234 |
| Non-managed Assets ($) | $214,278,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,084,000 | 392 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,579,000 | 393 |
| 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 | $325,000 | 390 |
| Number of Managed Accounts | $260,000 | 374 |
| Number of Non-Managed Accounts | $65,000 | 255 |
| Total fiduciary and related assets | $1,044,425,000 | 236 |
| Managed Assets ($) | $829,059,000 | 230 |
| Non-managed Assets ($) | $215,366,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 398 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $496,000 | 408 |
| 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 | $332,000 | 445 |
| Number of Managed Accounts | $271,000 | 425 |
| Number of Non-Managed Accounts | $61,000 | 356 |
| Total fiduciary and related assets | $990,017,000 | 245 |
| Managed Assets ($) | $792,893,000 | 236 |
| Non-managed Assets ($) | $197,124,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,020,000 | 416 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,543,000 | 411 |
| 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 | $339,000 | 360 |
| Number of Managed Accounts | $277,000 | 348 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $905,129,000 | 218 |
| Managed Assets ($) | $728,082,000 | 209 |
| Non-managed Assets ($) | $177,047,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $997,000 | 374 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $501,000 | 376 |
| 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 | $206,000 | 523 |
| Number of Managed Accounts | $194,000 | 469 |
| Number of Non-Managed Accounts | $12,000 | 610 |
| Total fiduciary and related assets | $737,606,000 | 262 |
| Managed Assets ($) | $720,770,000 | 228 |
| Non-managed Assets ($) | $16,836,000 | 460 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,915,000 | 379 |
| 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 | $1,428,000 | 378 |
| 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 | $212,000 | 386 |
| Number of Managed Accounts | $194,000 | 362 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $712,983,000 | 258 |
| Managed Assets ($) | $689,890,000 | 230 |
| Non-managed Assets ($) | $23,093,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $945,000 | 377 |
| 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 | $469,000 | 376 |
| 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 | $210,000 | 519 |
| Number of Managed Accounts | $194,000 | 471 |
| Number of Non-Managed Accounts | $16,000 | 586 |
| Total fiduciary and related assets | $593,794,000 | 276 |
| Managed Assets ($) | $576,941,000 | 241 |
| Non-managed Assets ($) | $16,853,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,719,000 | 376 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,293,000 | 372 |
| 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 | $213,000 | 382 |
| Number of Managed Accounts | $199,000 | 360 |
| Number of Non-Managed Accounts | $14,000 | 340 |
| Total fiduciary and related assets | $587,607,000 | 265 |
| Managed Assets ($) | $562,145,000 | 234 |
| Non-managed Assets ($) | $25,462,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 373 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 370 |
| 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 | $219,000 | 522 |
| Number of Managed Accounts | $207,000 | 459 |
| Number of Non-Managed Accounts | $12,000 | 634 |
| Total fiduciary and related assets | $638,668,000 | 259 |
| Managed Assets ($) | $626,989,000 | 226 |
| Non-managed Assets ($) | $11,679,000 | 515 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,788,000 | 368 |
| 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 | $1,341,000 | 369 |
| 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 | $221,000 | 372 |
| Number of Managed Accounts | $210,000 | 347 |
| Number of Non-Managed Accounts | $11,000 | 335 |
| Total fiduciary and related assets | $635,530,000 | 252 |
| Managed Assets ($) | $630,106,000 | 219 |
| Non-managed Assets ($) | $5,424,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 368 |
| 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 | $228,000 | 374 |
| Number of Managed Accounts | $215,000 | 351 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $638,956,000 | 247 |
| Managed Assets ($) | $633,327,000 | 209 |
| Non-managed Assets ($) | $5,629,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $445,000 | 368 |
| 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 | $233,000 | 515 |
| Number of Managed Accounts | $217,000 | 458 |
| Number of Non-Managed Accounts | $16,000 | 608 |
| Total fiduciary and related assets | $578,014,000 | 254 |
| Managed Assets ($) | $571,563,000 | 221 |
| Non-managed Assets ($) | $6,451,000 | 595 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,615,000 | 386 |
| 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 | $226,000 | 377 |
| Number of Managed Accounts | $210,000 | 352 |
| Number of Non-Managed Accounts | $16,000 | 332 |
| Total fiduciary and related assets | $540,601,000 | 275 |
| Managed Assets ($) | $533,787,000 | 235 |
| Non-managed Assets ($) | $6,814,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,164,000 | 390 |
| 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 | $223,000 | 380 |
| Number of Managed Accounts | $207,000 | 355 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $525,697,000 | 277 |
| Managed Assets ($) | $518,900,000 | 235 |
| Non-managed Assets ($) | $6,797,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 408 |
| 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 | $216,000 | 383 |
| Number of Managed Accounts | $200,000 | 357 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $475,192,000 | 287 |
| Managed Assets ($) | $468,285,000 | 244 |
| Non-managed Assets ($) | $6,907,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $337,000 | 418 |
| 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 | $215,000 | 542 |
| Number of Managed Accounts | $200,000 | 474 |
| Number of Non-Managed Accounts | $15,000 | 632 |
| Total fiduciary and related assets | $494,737,000 | 284 |
| Managed Assets ($) | $488,005,000 | 241 |
| Non-managed Assets ($) | $6,732,000 | 618 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,290,000 | 413 |
| 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 | $214,000 | 377 |
| Number of Managed Accounts | $201,000 | 352 |
| Number of Non-Managed Accounts | $13,000 | 334 |
| Total fiduciary and related assets | $483,909,000 | 289 |
| Managed Assets ($) | $477,258,000 | 242 |
| Non-managed Assets ($) | $6,651,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $970,000 | 417 |
| 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 | $216,000 | 379 |
| Number of Managed Accounts | $203,000 | 353 |
| Number of Non-Managed Accounts | $13,000 | 335 |
| Total fiduciary and related assets | $479,772,000 | 283 |
| Managed Assets ($) | $473,524,000 | 236 |
| Non-managed Assets ($) | $6,248,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 419 |
| 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 | $218,000 | 381 |
| Number of Managed Accounts | $204,000 | 356 |
| Number of Non-Managed Accounts | $14,000 | 333 |
| Total fiduciary and related assets | $468,802,000 | 285 |
| Managed Assets ($) | $461,585,000 | 244 |
| Non-managed Assets ($) | $7,217,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 423 |
| 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 | $219,000 | 541 |
| Number of Managed Accounts | $205,000 | 470 |
| Number of Non-Managed Accounts | $14,000 | 672 |
| Total fiduciary and related assets | $478,925,000 | 276 |
| Managed Assets ($) | $471,870,000 | 236 |
| Non-managed Assets ($) | $7,055,000 | 628 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 421 |
| 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 | $225,000 | 381 |
| Number of Managed Accounts | $211,000 | 356 |
| Number of Non-Managed Accounts | $14,000 | 342 |
| Total fiduciary and related assets | $477,756,000 | 275 |
| Managed Assets ($) | $471,233,000 | 236 |
| Non-managed Assets ($) | $6,523,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $946,000 | 420 |
| 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 | $220,000 | 381 |
| Number of Managed Accounts | $206,000 | 360 |
| Number of Non-Managed Accounts | $14,000 | 344 |
| Total fiduciary and related assets | $477,710,000 | 278 |
| Managed Assets ($) | $472,648,000 | 236 |
| Non-managed Assets ($) | $5,062,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $623,000 | 425 |
| 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 | $213,000 | 384 |
| Number of Managed Accounts | $201,000 | 360 |
| Number of Non-Managed Accounts | $12,000 | 349 |
| Total fiduciary and related assets | $449,481,000 | 282 |
| Managed Assets ($) | $444,368,000 | 240 |
| Non-managed Assets ($) | $5,113,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $307,000 | 430 |
| 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 | $216,000 | 560 |
| Number of Managed Accounts | $196,000 | 490 |
| Number of Non-Managed Accounts | $20,000 | 638 |
| Total fiduciary and related assets | $439,948,000 | 284 |
| Managed Assets ($) | $428,351,000 | 246 |
| Non-managed Assets ($) | $11,597,000 | 557 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,217,000 | 431 |
| 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 | $225,000 | 380 |
| Number of Managed Accounts | $204,000 | 357 |
| Number of Non-Managed Accounts | $21,000 | 328 |
| Total fiduciary and related assets | $454,365,000 | 279 |
| Managed Assets ($) | $442,299,000 | 237 |
| Non-managed Assets ($) | $12,066,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $909,000 | 430 |
| 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 | $211,000 | 385 |
| Number of Managed Accounts | $188,000 | 367 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $486,056,000 | 275 |
| Managed Assets ($) | $473,145,000 | 237 |
| Non-managed Assets ($) | $12,911,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 440 |
| 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 | $211,000 | 387 |
| Number of Managed Accounts | $187,000 | 365 |
| Number of Non-Managed Accounts | $24,000 | 325 |
| Total fiduciary and related assets | $490,317,000 | 277 |
| Managed Assets ($) | $476,707,000 | 237 |
| Non-managed Assets ($) | $13,610,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $293,000 | 441 |
| 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 | $215,000 | 573 |
| Number of Managed Accounts | $192,000 | 498 |
| Number of Non-Managed Accounts | $23,000 | 641 |
| Total fiduciary and related assets | $500,028,000 | 276 |
| Managed Assets ($) | $487,622,000 | 234 |
| Non-managed Assets ($) | $12,406,000 | 566 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,131,000 | 445 |
| 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 | $211,000 | 387 |
| Number of Managed Accounts | $192,000 | 365 |
| Number of Non-Managed Accounts | $19,000 | 341 |
| Total fiduciary and related assets | $503,042,000 | 271 |
| Managed Assets ($) | $491,291,000 | 231 |
| Non-managed Assets ($) | $11,751,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 447 |
| 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 | $209,000 | 384 |
| Number of Managed Accounts | $192,000 | 363 |
| Number of Non-Managed Accounts | $17,000 | 340 |
| Total fiduciary and related assets | $511,507,000 | 267 |
| Managed Assets ($) | $504,405,000 | 230 |
| Non-managed Assets ($) | $7,102,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $553,000 | 449 |
| 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 | $213,000 | 386 |
| Number of Managed Accounts | $196,000 | 363 |
| Number of Non-Managed Accounts | $17,000 | 343 |
| Total fiduciary and related assets | $499,067,000 | 266 |
| Managed Assets ($) | $492,024,000 | 226 |
| Non-managed Assets ($) | $7,043,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 457 |
| 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 | $211,000 | 582 |
| Number of Managed Accounts | $197,000 | 485 |
| Number of Non-Managed Accounts | $14,000 | 756 |
| Total fiduciary and related assets | $500,595,000 | 265 |
| Managed Assets ($) | $493,927,000 | 221 |
| Non-managed Assets ($) | $6,668,000 | 670 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 450 |
| 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 | $211,000 | 369 |
| Number of Managed Accounts | $198,000 | 344 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $461,535,000 | 268 |
| Managed Assets ($) | $456,481,000 | 228 |
| Non-managed Assets ($) | $5,054,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $789,000 | 450 |
| 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 | $213,000 | 370 |
| Number of Managed Accounts | $199,000 | 346 |
| Number of Non-Managed Accounts | $14,000 | 336 |
| Total fiduciary and related assets | $458,674,000 | 266 |
| Managed Assets ($) | $453,686,000 | 223 |
| Non-managed Assets ($) | $4,988,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $531,000 | 448 |
| 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 | $217,000 | 370 |
| Number of Managed Accounts | $204,000 | 345 |
| Number of Non-Managed Accounts | $13,000 | 344 |
| Total fiduciary and related assets | $466,867,000 | 263 |
| Managed Assets ($) | $461,848,000 | 217 |
| Non-managed Assets ($) | $5,019,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | $260,000 | 455 |
| 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 | $215,000 | 576 |
| Number of Managed Accounts | $202,000 | 476 |
| Number of Non-Managed Accounts | $13,000 | 790 |
| Total fiduciary and related assets | $448,528,000 | 266 |
| Managed Assets ($) | $443,665,000 | 218 |
| Non-managed Assets ($) | $4,863,000 | 723 |
| Memoranda | ||
| Gross Fiduciary activities income | $940,000 | 467 |
| 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 | $209,000 | 359 |
| Number of Managed Accounts | $192,000 | 337 |
| Number of Non-Managed Accounts | $17,000 | 318 |
| Total fiduciary and related assets | $452,141,000 | 268 |
| Managed Assets ($) | $446,892,000 | 216 |
| Non-managed Assets ($) | $5,249,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $683,000 | 468 |
| 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 | $203,000 | 359 |
| Number of Managed Accounts | $186,000 | 335 |
| Number of Non-Managed Accounts | $17,000 | 320 |
| Total fiduciary and related assets | $386,686,000 | 279 |
| Managed Assets ($) | $381,394,000 | 226 |
| Non-managed Assets ($) | $5,292,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $440,000 | 475 |
| 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 | $205,000 | 355 |
| Number of Managed Accounts | $187,000 | 332 |
| Number of Non-Managed Accounts | $18,000 | 315 |
| Total fiduciary and related assets | $389,919,000 | 274 |
| Managed Assets ($) | $384,332,000 | 226 |
| Non-managed Assets ($) | $5,587,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $209,000 | 488 |
| 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 | $202,000 | 597 |
| Number of Managed Accounts | $183,000 | 500 |
| Number of Non-Managed Accounts | $19,000 | 721 |
| Total fiduciary and related assets | $376,189,000 | 281 |
| Managed Assets ($) | $370,758,000 | 230 |
| Non-managed Assets ($) | $5,431,000 | 706 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 455 |
| 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 | $194,000 | 365 |
| Number of Managed Accounts | $175,000 | 339 |
| Number of Non-Managed Accounts | $19,000 | 328 |
| Total fiduciary and related assets | $341,208,000 | 284 |
| Managed Assets ($) | $335,944,000 | 238 |
| Non-managed Assets ($) | $5,264,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $578,000 | 455 |
| 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 | $187,000 | 371 |
| Number of Managed Accounts | $167,000 | 345 |
| Number of Non-Managed Accounts | $20,000 | 327 |
| Total fiduciary and related assets | $359,642,000 | 282 |
| Managed Assets ($) | $354,177,000 | 236 |
| Non-managed Assets ($) | $5,465,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 460 |
| 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 | $181,000 | 377 |
| Number of Managed Accounts | $160,000 | 350 |
| Number of Non-Managed Accounts | $21,000 | 324 |
| Total fiduciary and related assets | $364,099,000 | 286 |
| Managed Assets ($) | $358,651,000 | 234 |
| Non-managed Assets ($) | $5,448,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,000 | 475 |
| 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 | $176,000 | 655 |
| Number of Managed Accounts | $155,000 | 558 |
| Number of Non-Managed Accounts | $21,000 | 733 |
| Total fiduciary and related assets | $312,110,000 | 312 |
| Managed Assets ($) | $306,707,000 | 258 |
| Non-managed Assets ($) | $5,403,000 | 733 |
| Memoranda | ||
| Gross Fiduciary activities income | $611,000 | 513 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $447,000 | 517 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000 | 514 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $147,000 | 532 |
| 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 | $134,000 | 748 |
| Number of Managed Accounts | $112,000 | 656 |
| Number of Non-Managed Accounts | $22,000 | 745 |
| Total fiduciary and related assets | $187,196,000 | 416 |
| Managed Assets ($) | $182,425,000 | 338 |
| Non-managed Assets ($) | $4,771,000 | 751 |
| Memoranda | ||
| Gross Fiduciary activities income | $641,000 | 488 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $493,000 | 476 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $323,000 | 485 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 417 |
| 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 | $122,000 | 798 |
| Number of Managed Accounts | $101,000 | 705 |
| Number of Non-Managed Accounts | $21,000 | 754 |
| Total fiduciary and related assets | $189,830,000 | 395 |
| Managed Assets ($) | $185,489,000 | 327 |
| Non-managed Assets ($) | $4,341,000 | 742 |
| Memoranda | ||
| Gross Fiduciary activities income | $687,000 | 500 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $504,000 | 508 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 540 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 554 |
| 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 | $118,000 | 828 |
| Number of Managed Accounts | $97,000 | 722 |
| Number of Non-Managed Accounts | $21,000 | 760 |
| Total fiduciary and related assets | $228,344,000 | 405 |
| Managed Assets ($) | $223,617,000 | 335 |
| Non-managed Assets ($) | $4,727,000 | 777 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 571 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $385,000 | 584 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $244,000 | 604 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,000 | 628 |
| 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 | $128,000 | 809 |
| Number of Managed Accounts | $89,000 | 762 |
| Number of Non-Managed Accounts | $39,000 | 621 |
| Total fiduciary and related assets | $143,191,000 | 501 |
| Managed Assets ($) | $131,429,000 | 437 |
| Non-managed Assets ($) | $11,762,000 | 619 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 655 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 652 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $183,000 | 660 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000 | 668 |
| 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 | $123,000 | 841 |
| Number of Managed Accounts | $86,000 | 795 |
| Number of Non-Managed Accounts | $37,000 | 653 |
| Total fiduciary and related assets | $93,961,000 | 609 |
| Managed Assets ($) | $82,182,000 | 546 |
| Non-managed Assets ($) | $11,779,000 | 607 |
| Memoranda | ||
| Gross Fiduciary activities income | $324,000 | 684 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $239,000 | 672 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $159,000 | 674 |
| 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 | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,000 | 696 |
| 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 | $112,000 | 893 |
| Number of Managed Accounts | $82,000 | 802 |
| Number of Non-Managed Accounts | $30,000 | 728 |
| Total fiduciary and related assets | $82,729,000 | 638 |
| Managed Assets ($) | $76,752,000 | 552 |
| Non-managed Assets ($) | $5,977,000 | 747 |
| Memoranda | ||
| Gross Fiduciary activities income | $283,000 | 706 |
| 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 | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $208,000 | 716 |
| 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 | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $134,000 | 725 |
| 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 | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,000 | 741 |
| 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 | $113,000 | 903 |
| Number of Managed Accounts | $85,000 | 830 |
| Number of Non-Managed Accounts | $28,000 | 769 |
| Total fiduciary and related assets | $73,095,000 | 669 |
| Managed Assets ($) | $67,119,000 | 573 |
| Non-managed Assets ($) | $5,976,000 | 762 |
| Memoranda | ||
| Gross Fiduciary activities income | $246,000 | 759 |
| 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 | $177,000 | 761 |
| 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 | $118,000 | 766 |
| 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 | $54,000 | 796 |
| 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 | $103,000 | 952 |
| Number of Managed Accounts | $75,000 | 883 |
| Number of Non-Managed Accounts | $28,000 | 780 |
| Total fiduciary and related assets | $63,852,000 | 701 |
| Managed Assets ($) | $58,376,000 | 613 |
| Non-managed Assets ($) | $5,476,000 | 784 |
| Memoranda | ||
| Gross Fiduciary activities income | $218,000 | 802 |
| 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 | $96,000 | 924 |
| Number of Managed Accounts | $73,000 | 863 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $62,235,000 | 677 |
| Managed Assets ($) | $57,360,000 | 589 |
| Non-managed Assets ($) | $4,875,000 | 784 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,000 | 813 |
| 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 | $193,000 | 815 |
| 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 | $189,000 | 877 |
| 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 | $197,000 | 872 |
| 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 | $191,000 | 906 |
| 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 | $201,000 | 964 |
| 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 | $184,000 | 1,026 |
| 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 | $175,000 | 1,051 |
| 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 | $172,000 | 1,088 |
| 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 | $213,000 | 1,066 |