Home > Texas State Bank > Fiduciary and Related Services
Texas State 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 | $695,000 | 306 |
| Number of Managed Accounts | $169,000 | 502 |
| Number of Non-Managed Accounts | $526,000 | 84 |
| Total fiduciary and related assets | $539,855,000 | 332 |
| Managed Assets ($) | $218,522,000 | 421 |
| Non-managed Assets ($) | $321,333,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,364,000 | 371 |
| 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 | $705,000 | 266 |
| Number of Managed Accounts | $170,000 | 332 |
| Number of Non-Managed Accounts | $535,000 | 80 |
| Total fiduciary and related assets | $492,017,000 | 305 |
| Managed Assets ($) | $207,832,000 | 337 |
| Non-managed Assets ($) | $284,185,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 384 |
| 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 | $696,000 | 294 |
| Number of Managed Accounts | $167,000 | 399 |
| Number of Non-Managed Accounts | $529,000 | 84 |
| Total fiduciary and related assets | $488,949,000 | 331 |
| Managed Assets ($) | $214,389,000 | 400 |
| Non-managed Assets ($) | $274,560,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 380 |
| 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 | $674,000 | 279 |
| Number of Managed Accounts | $171,000 | 340 |
| Number of Non-Managed Accounts | $503,000 | 86 |
| Total fiduciary and related assets | $462,942,000 | 315 |
| Managed Assets ($) | $212,631,000 | 347 |
| Non-managed Assets ($) | $250,311,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $556,000 | 391 |
| 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 | $622,000 | 333 |
| Number of Managed Accounts | $174,000 | 520 |
| Number of Non-Managed Accounts | $448,000 | 101 |
| Total fiduciary and related assets | $438,998,000 | 354 |
| Managed Assets ($) | $218,047,000 | 421 |
| Non-managed Assets ($) | $220,951,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 429 |
| 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 | $602,000 | 301 |
| Number of Managed Accounts | $177,000 | 357 |
| Number of Non-Managed Accounts | $425,000 | 95 |
| Total fiduciary and related assets | $381,417,000 | 338 |
| Managed Assets ($) | $201,355,000 | 357 |
| Non-managed Assets ($) | $180,062,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,271,000 | 433 |
| 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 | $600,000 | 292 |
| Number of Managed Accounts | $176,000 | 387 |
| Number of Non-Managed Accounts | $424,000 | 84 |
| Total fiduciary and related assets | $388,055,000 | 331 |
| Managed Assets ($) | $207,491,000 | 379 |
| Non-managed Assets ($) | $180,564,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 399 |
| 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 | $606,000 | 267 |
| Number of Managed Accounts | $178,000 | 320 |
| Number of Non-Managed Accounts | $428,000 | 84 |
| Total fiduciary and related assets | $395,899,000 | 302 |
| Managed Assets ($) | $233,037,000 | 318 |
| Non-managed Assets ($) | $162,862,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $413,000 | 405 |
| 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 | $607,000 | 304 |
| Number of Managed Accounts | $180,000 | 486 |
| Number of Non-Managed Accounts | $427,000 | 91 |
| Total fiduciary and related assets | $426,488,000 | 334 |
| Managed Assets ($) | $238,950,000 | 379 |
| Non-managed Assets ($) | $187,538,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 418 |
| 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 | $618,000 | 261 |
| Number of Managed Accounts | $185,000 | 311 |
| Number of Non-Managed Accounts | $433,000 | 85 |
| Total fiduciary and related assets | $394,283,000 | 300 |
| Managed Assets ($) | $237,254,000 | 309 |
| Non-managed Assets ($) | $157,029,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,022,000 | 419 |
| 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 | $424,000 | 329 |
| Number of Managed Accounts | $167,000 | 373 |
| Number of Non-Managed Accounts | $257,000 | 117 |
| Total fiduciary and related assets | $348,244,000 | 356 |
| Managed Assets ($) | $208,980,000 | 367 |
| Non-managed Assets ($) | $139,264,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $642,000 | 428 |
| 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 | $423,000 | 296 |
| Number of Managed Accounts | $165,000 | 316 |
| Number of Non-Managed Accounts | $258,000 | 117 |
| Total fiduciary and related assets | $345,603,000 | 312 |
| Managed Assets ($) | $204,512,000 | 312 |
| Non-managed Assets ($) | $141,091,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,000 | 431 |
| 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 | $431,000 | 361 |
| Number of Managed Accounts | $167,000 | 498 |
| Number of Non-Managed Accounts | $264,000 | 134 |
| Total fiduciary and related assets | $388,478,000 | 333 |
| Managed Assets ($) | $200,616,000 | 391 |
| Non-managed Assets ($) | $187,862,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,358,000 | 407 |
| 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 | $435,000 | 292 |
| Number of Managed Accounts | $168,000 | 314 |
| Number of Non-Managed Accounts | $267,000 | 114 |
| Total fiduciary and related assets | $375,074,000 | 297 |
| Managed Assets ($) | $192,975,000 | 312 |
| Non-managed Assets ($) | $182,099,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,023,000 | 402 |
| 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 | $440,000 | 324 |
| Number of Managed Accounts | $169,000 | 369 |
| Number of Non-Managed Accounts | $271,000 | 118 |
| Total fiduciary and related assets | $370,946,000 | 328 |
| Managed Assets ($) | $189,533,000 | 360 |
| Non-managed Assets ($) | $181,413,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $710,000 | 399 |
| 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 | $441,000 | 291 |
| Number of Managed Accounts | $171,000 | 316 |
| Number of Non-Managed Accounts | $270,000 | 113 |
| Total fiduciary and related assets | $337,619,000 | 297 |
| Managed Assets ($) | $182,937,000 | 312 |
| Non-managed Assets ($) | $154,682,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 401 |
| 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 | $442,000 | 358 |
| Number of Managed Accounts | $171,000 | 499 |
| Number of Non-Managed Accounts | $271,000 | 134 |
| Total fiduciary and related assets | $361,250,000 | 336 |
| Managed Assets ($) | $194,458,000 | 380 |
| Non-managed Assets ($) | $166,792,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,317,000 | 413 |
| 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 | $437,000 | 293 |
| Number of Managed Accounts | $175,000 | 322 |
| Number of Non-Managed Accounts | $262,000 | 119 |
| Total fiduciary and related assets | $362,369,000 | 306 |
| Managed Assets ($) | $156,771,000 | 322 |
| Non-managed Assets ($) | $205,598,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $929,000 | 426 |
| 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 | $427,000 | 323 |
| Number of Managed Accounts | $173,000 | 357 |
| Number of Non-Managed Accounts | $254,000 | 124 |
| Total fiduciary and related assets | $275,877,000 | 369 |
| Managed Assets ($) | $138,174,000 | 360 |
| Non-managed Assets ($) | $137,703,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $617,000 | 426 |
| 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 | $425,000 | 325 |
| Number of Managed Accounts | $175,000 | 361 |
| Number of Non-Managed Accounts | $250,000 | 127 |
| Total fiduciary and related assets | $273,420,000 | 372 |
| Managed Assets ($) | $136,940,000 | 366 |
| Non-managed Assets ($) | $136,480,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,000 | 424 |
| 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 | $416,000 | 372 |
| Number of Managed Accounts | $169,000 | 510 |
| Number of Non-Managed Accounts | $247,000 | 149 |
| Total fiduciary and related assets | $271,118,000 | 367 |
| Managed Assets ($) | $126,618,000 | 455 |
| Non-managed Assets ($) | $144,500,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,198,000 | 433 |
| 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 | $406,000 | 327 |
| Number of Managed Accounts | $168,000 | 363 |
| Number of Non-Managed Accounts | $238,000 | 130 |
| Total fiduciary and related assets | $268,924,000 | 379 |
| Managed Assets ($) | $138,366,000 | 370 |
| Non-managed Assets ($) | $130,558,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $882,000 | 433 |
| 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 | $408,000 | 328 |
| Number of Managed Accounts | $167,000 | 366 |
| Number of Non-Managed Accounts | $241,000 | 130 |
| Total fiduciary and related assets | $261,888,000 | 382 |
| Managed Assets ($) | $131,292,000 | 374 |
| Non-managed Assets ($) | $130,596,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 435 |
| 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 | $406,000 | 334 |
| Number of Managed Accounts | $166,000 | 367 |
| Number of Non-Managed Accounts | $240,000 | 133 |
| Total fiduciary and related assets | $258,749,000 | 383 |
| Managed Assets ($) | $128,756,000 | 376 |
| Non-managed Assets ($) | $129,993,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 444 |
| 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 | $408,000 | 384 |
| Number of Managed Accounts | $172,000 | 514 |
| Number of Non-Managed Accounts | $236,000 | 156 |
| Total fiduciary and related assets | $264,667,000 | 385 |
| Managed Assets ($) | $132,403,000 | 452 |
| Non-managed Assets ($) | $132,264,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,112,000 | 437 |
| 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 | $408,000 | 324 |
| Number of Managed Accounts | $173,000 | 359 |
| Number of Non-Managed Accounts | $235,000 | 129 |
| Total fiduciary and related assets | $255,950,000 | 376 |
| Managed Assets ($) | $132,114,000 | 371 |
| Non-managed Assets ($) | $123,836,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $840,000 | 441 |
| 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 | $405,000 | 327 |
| Number of Managed Accounts | $174,000 | 361 |
| Number of Non-Managed Accounts | $231,000 | 129 |
| Total fiduciary and related assets | $244,211,000 | 381 |
| Managed Assets ($) | $120,671,000 | 373 |
| Non-managed Assets ($) | $123,540,000 | 220 |
| Memoranda | ||
| Gross Fiduciary activities income | $565,000 | 436 |
| 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 | $413,000 | 327 |
| Number of Managed Accounts | $174,000 | 364 |
| Number of Non-Managed Accounts | $239,000 | 129 |
| Total fiduciary and related assets | $244,226,000 | 386 |
| Managed Assets ($) | $117,543,000 | 378 |
| Non-managed Assets ($) | $126,683,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $275,000 | 451 |
| 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 | $415,000 | 377 |
| Number of Managed Accounts | $176,000 | 508 |
| Number of Non-Managed Accounts | $239,000 | 157 |
| Total fiduciary and related assets | $249,799,000 | 387 |
| Managed Assets ($) | $115,166,000 | 479 |
| Non-managed Assets ($) | $134,633,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,019,000 | 454 |
| 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 | $412,000 | 327 |
| Number of Managed Accounts | $180,000 | 365 |
| Number of Non-Managed Accounts | $232,000 | 134 |
| Total fiduciary and related assets | $231,804,000 | 380 |
| Managed Assets ($) | $109,750,000 | 379 |
| Non-managed Assets ($) | $122,054,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $760,000 | 453 |
| 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 | $416,000 | 328 |
| Number of Managed Accounts | $180,000 | 366 |
| Number of Non-Managed Accounts | $236,000 | 135 |
| Total fiduciary and related assets | $223,125,000 | 384 |
| Managed Assets ($) | $109,102,000 | 381 |
| Non-managed Assets ($) | $114,023,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $498,000 | 460 |
| 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 | $416,000 | 332 |
| Number of Managed Accounts | $175,000 | 367 |
| Number of Non-Managed Accounts | $241,000 | 135 |
| Total fiduciary and related assets | $219,512,000 | 384 |
| Managed Assets ($) | $105,085,000 | 380 |
| Non-managed Assets ($) | $114,427,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $247,000 | 461 |
| 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 | $417,000 | 380 |
| Number of Managed Accounts | $176,000 | 521 |
| Number of Non-Managed Accounts | $241,000 | 158 |
| Total fiduciary and related assets | $224,968,000 | 409 |
| Managed Assets ($) | $102,961,000 | 496 |
| Non-managed Assets ($) | $122,007,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,008,000 | 459 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 457 |
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $509,000 | 464 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,000 | 470 |
| 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 | $450,000 | 373 |
| Number of Managed Accounts | $197,000 | 490 |
| Number of Non-Managed Accounts | $253,000 | 161 |
| Total fiduciary and related assets | $227,350,000 | 406 |
| Managed Assets ($) | $114,454,000 | 485 |
| Non-managed Assets ($) | $112,896,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $978,000 | 470 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $731,000 | 469 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $475,000 | 474 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $236,000 | 479 |
| 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 | $454,000 | 374 |
| Number of Managed Accounts | $202,000 | 474 |
| Number of Non-Managed Accounts | $252,000 | 169 |
| Total fiduciary and related assets | $197,653,000 | 421 |
| Managed Assets ($) | $101,670,000 | 499 |
| Non-managed Assets ($) | $95,983,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $796,000 | 506 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 507 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $390,000 | 511 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 412 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $195,000 | 525 |
| 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 | $465,000 | 372 |
| Number of Managed Accounts | $199,000 | 483 |
| Number of Non-Managed Accounts | $266,000 | 177 |
| Total fiduciary and related assets | $193,555,000 | 418 |
| Managed Assets ($) | $89,565,000 | 510 |
| Non-managed Assets ($) | $103,990,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $722,000 | 523 |
| 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 | $0 | 391 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 390 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $527,000 | 532 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $347,000 | 540 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $0 | 394 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 544 |
| 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 | $311,000 | 474 |
| Number of Managed Accounts | $173,000 | 520 |
| Number of Non-Managed Accounts | $138,000 | 264 |
| Total fiduciary and related assets | $64,898,000 | 659 |
| Managed Assets ($) | $43,577,000 | 662 |
| Non-managed Assets ($) | $21,321,000 | 470 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 481 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $548,000 | 475 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $368,000 | 479 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $184,000 | 480 |
| 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 | $334,000 | 476 |
| Number of Managed Accounts | $177,000 | 523 |
| Number of Non-Managed Accounts | $157,000 | 258 |
| Total fiduciary and related assets | $75,510,000 | 641 |
| Managed Assets ($) | $48,108,000 | 655 |
| Non-managed Assets ($) | $27,402,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 469 |
| 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 | $546,000 | 467 |
| 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 | $369,000 | 468 |
| 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 | $186,000 | 474 |
| 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 | $319,000 | 491 |
| Number of Managed Accounts | $183,000 | 526 |
| Number of Non-Managed Accounts | $136,000 | 282 |
| Total fiduciary and related assets | $70,594,000 | 655 |
| Managed Assets ($) | $40,769,000 | 687 |
| Non-managed Assets ($) | $29,825,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 456 |
| 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 | $569,000 | 452 |
| 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 | $380,000 | 451 |
| 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 | $193,000 | 454 |
| 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 | $323,000 | 496 |
| Number of Managed Accounts | $172,000 | 559 |
| Number of Non-Managed Accounts | $151,000 | 269 |
| Total fiduciary and related assets | $62,306,000 | 680 |
| Managed Assets ($) | $40,452,000 | 690 |
| Non-managed Assets ($) | $21,854,000 | 461 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 478 |
| 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 | $563,000 | 481 |
| 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 | $364,000 | 496 |
| 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 | $182,000 | 502 |
| 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 | $469,000 | 397 |
| Number of Managed Accounts | $164,000 | 584 |
| Number of Non-Managed Accounts | $305,000 | 186 |
| Total fiduciary and related assets | $57,235,000 | 757 |
| Managed Assets ($) | $32,253,000 | 793 |
| Non-managed Assets ($) | $24,982,000 | 462 |
| Memoranda | ||
| Gross Fiduciary activities income | $676,000 | 522 |
| 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 | $507,000 | 523 |
| 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 | $335,000 | 534 |
| 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 | $168,000 | 536 |
| 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 | $396,000 | 433 |
| Number of Managed Accounts | $145,000 | 620 |
| Number of Non-Managed Accounts | $251,000 | 205 |
| Total fiduciary and related assets | $53,827,000 | 771 |
| Managed Assets ($) | $31,694,000 | 796 |
| Non-managed Assets ($) | $22,133,000 | 498 |
| Memoranda | ||
| Gross Fiduciary activities income | $661,000 | 516 |
| 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 | $493,000 | 517 |
| 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 | $349,000 | 504 |
| 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 | $170,000 | 514 |
| 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 | $397,000 | 451 |
| Number of Managed Accounts | $151,000 | 626 |
| Number of Non-Managed Accounts | $246,000 | 217 |
| Total fiduciary and related assets | $49,067,000 | 796 |
| Managed Assets ($) | $27,832,000 | 830 |
| Non-managed Assets ($) | $21,235,000 | 496 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 523 |
| 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 | $471,000 | 516 |
| 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 | $317,000 | 516 |
| 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 | $170,000 | 499 |
| 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 | $334,000 | 500 |
| Number of Managed Accounts | $150,000 | 629 |
| Number of Non-Managed Accounts | $184,000 | 277 |
| Total fiduciary and related assets | $47,567,000 | 795 |
| Managed Assets ($) | $26,615,000 | 834 |
| Non-managed Assets ($) | $20,952,000 | 499 |
| Memoranda | ||
| Gross Fiduciary activities income | $588,000 | 517 |
| 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 | $445,000 | 511 |
| 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 | $301,000 | 510 |
| 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 | $154,000 | 511 |
| 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 | $347,000 | 505 |
| Number of Managed Accounts | $146,000 | 636 |
| Number of Non-Managed Accounts | $201,000 | 276 |
| Total fiduciary and related assets | $43,236,000 | 820 |
| Managed Assets ($) | $22,203,000 | 876 |
| Non-managed Assets ($) | $21,033,000 | 504 |
| Memoranda | ||
| Gross Fiduciary activities income | $567,000 | 520 |
| 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 | $420,000 | 533 |
| 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 | $266,000 | 553 |
| 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 | $126,000 | 576 |
| 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 | $373,000 | 502 |
| Number of Managed Accounts | $154,000 | 634 |
| Number of Non-Managed Accounts | $219,000 | 281 |
| Total fiduciary and related assets | $45,567,000 | 800 |
| Managed Assets ($) | $24,542,000 | 855 |
| Non-managed Assets ($) | $21,025,000 | 495 |
| Memoranda | ||
| Gross Fiduciary activities income | $475,000 | 591 |
| 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 | $387,000 | 467 |
| Number of Managed Accounts | $180,000 | 561 |
| Number of Non-Managed Accounts | $207,000 | 279 |
| Total fiduciary and related assets | $43,709,000 | 779 |
| Managed Assets ($) | $24,860,000 | 811 |
| Non-managed Assets ($) | $18,849,000 | 520 |
| Memoranda | ||
| Gross Fiduciary activities income | $523,000 | 584 |
| 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 | $556,000 | 566 |
| 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 | $530,000 | 620 |
| 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 | $517,000 | 629 |
| 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 | $430,000 | 708 |
| 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 | $352,000 | 814 |
| 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 | $319,000 | 874 |
| 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 | $291,000 | 914 |
| 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 | $217,000 | 1,042 |
| 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 | $273,000 | 992 |