Home > The American National Bank of Texas > Fiduciary and Related Services
The American National Bank of Texas, 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 | $340,000 | 436 |
| Number of Managed Accounts | $278,000 | 418 |
| Number of Non-Managed Accounts | $62,000 | 340 |
| Total fiduciary and related assets | $328,743,000 | 406 |
| Managed Assets ($) | $269,486,000 | 387 |
| Non-managed Assets ($) | $59,257,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,930,000 | 337 |
| 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 | $322,000 | 334 |
| Number of Managed Accounts | $260,000 | 317 |
| Number of Non-Managed Accounts | $62,000 | 238 |
| Total fiduciary and related assets | $353,835,000 | 334 |
| Managed Assets ($) | $293,681,000 | 317 |
| Non-managed Assets ($) | $60,154,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,201,000 | 337 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 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 | $330,000 | 337 |
| Number of Managed Accounts | $261,000 | 324 |
| Number of Non-Managed Accounts | $69,000 | 230 |
| Total fiduciary and related assets | $342,412,000 | 344 |
| Managed Assets ($) | $278,296,000 | 332 |
| Non-managed Assets ($) | $64,116,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 350 |
| 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 | $335,000 | 444 |
| Number of Managed Accounts | $263,000 | 430 |
| Number of Non-Managed Accounts | $72,000 | 311 |
| Total fiduciary and related assets | $324,410,000 | 408 |
| Managed Assets ($) | $260,158,000 | 395 |
| Non-managed Assets ($) | $64,252,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,533,000 | 375 |
| 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 | $333,000 | 346 |
| Number of Managed Accounts | $262,000 | 334 |
| Number of Non-Managed Accounts | $71,000 | 229 |
| Total fiduciary and related assets | $313,152,000 | 359 |
| Managed Assets ($) | $253,601,000 | 344 |
| Non-managed Assets ($) | $59,551,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,970,000 | 367 |
| 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 | $341,000 | 357 |
| Number of Managed Accounts | $271,000 | 349 |
| Number of Non-Managed Accounts | $70,000 | 224 |
| Total fiduciary and related assets | $317,676,000 | 359 |
| Managed Assets ($) | $262,436,000 | 346 |
| Non-managed Assets ($) | $55,240,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 334 |
| 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 | $337,000 | 312 |
| Number of Managed Accounts | $268,000 | 300 |
| Number of Non-Managed Accounts | $69,000 | 210 |
| Total fiduciary and related assets | $340,619,000 | 314 |
| Managed Assets ($) | $281,632,000 | 302 |
| Non-managed Assets ($) | $58,987,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $668,000 | 321 |
| 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 | $343,000 | 408 |
| Number of Managed Accounts | $269,000 | 402 |
| Number of Non-Managed Accounts | $74,000 | 288 |
| Total fiduciary and related assets | $351,998,000 | 366 |
| Managed Assets ($) | $297,013,000 | 346 |
| Non-managed Assets ($) | $54,985,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,496,000 | 329 |
| 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 | $329,000 | 311 |
| Number of Managed Accounts | $255,000 | 301 |
| Number of Non-Managed Accounts | $74,000 | 205 |
| Total fiduciary and related assets | $331,836,000 | 315 |
| Managed Assets ($) | $277,396,000 | 300 |
| Non-managed Assets ($) | $54,440,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,894,000 | 326 |
| 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 | $322,000 | 360 |
| Number of Managed Accounts | $246,000 | 351 |
| Number of Non-Managed Accounts | $76,000 | 218 |
| Total fiduciary and related assets | $318,183,000 | 370 |
| Managed Assets ($) | $267,084,000 | 350 |
| Non-managed Assets ($) | $51,099,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,264,000 | 323 |
| 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 | $320,000 | 317 |
| Number of Managed Accounts | $243,000 | 307 |
| Number of Non-Managed Accounts | $77,000 | 205 |
| Total fiduciary and related assets | $312,319,000 | 319 |
| Managed Assets ($) | $258,736,000 | 306 |
| Non-managed Assets ($) | $53,583,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $684,000 | 309 |
| 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 | $325,000 | 419 |
| Number of Managed Accounts | $246,000 | 420 |
| Number of Non-Managed Accounts | $79,000 | 291 |
| Total fiduciary and related assets | $285,895,000 | 379 |
| Managed Assets ($) | $242,929,000 | 357 |
| Non-managed Assets ($) | $42,966,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,316,000 | 320 |
| 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 | $324,000 | 312 |
| Number of Managed Accounts | $242,000 | 306 |
| Number of Non-Managed Accounts | $82,000 | 202 |
| Total fiduciary and related assets | $275,033,000 | 319 |
| Managed Assets ($) | $231,056,000 | 303 |
| Non-managed Assets ($) | $43,977,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,687,000 | 323 |
| 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 | $325,000 | 354 |
| Number of Managed Accounts | $246,000 | 350 |
| Number of Non-Managed Accounts | $79,000 | 219 |
| Total fiduciary and related assets | $265,726,000 | 371 |
| Managed Assets ($) | $218,505,000 | 348 |
| Non-managed Assets ($) | $47,221,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,099,000 | 325 |
| 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 | $320,000 | 320 |
| Number of Managed Accounts | $241,000 | 307 |
| Number of Non-Managed Accounts | $79,000 | 207 |
| Total fiduciary and related assets | $251,525,000 | 322 |
| Managed Assets ($) | $201,407,000 | 305 |
| Non-managed Assets ($) | $50,118,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $583,000 | 318 |
| 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 | $327,000 | 428 |
| Number of Managed Accounts | $247,000 | 424 |
| Number of Non-Managed Accounts | $80,000 | 297 |
| Total fiduciary and related assets | $263,183,000 | 379 |
| Managed Assets ($) | $215,655,000 | 368 |
| Non-managed Assets ($) | $47,528,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,262,000 | 321 |
| 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 | $325,000 | 322 |
| Number of Managed Accounts | $244,000 | 309 |
| Number of Non-Managed Accounts | $81,000 | 201 |
| Total fiduciary and related assets | $268,924,000 | 333 |
| Managed Assets ($) | $221,335,000 | 305 |
| Non-managed Assets ($) | $47,589,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,635,000 | 328 |
| 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 | $331,000 | 351 |
| Number of Managed Accounts | $248,000 | 342 |
| Number of Non-Managed Accounts | $83,000 | 209 |
| Total fiduciary and related assets | $265,324,000 | 373 |
| Managed Assets ($) | $219,629,000 | 340 |
| Non-managed Assets ($) | $45,695,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,080,000 | 336 |
| 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 | $327,000 | 354 |
| Number of Managed Accounts | $244,000 | 346 |
| Number of Non-Managed Accounts | $83,000 | 209 |
| Total fiduciary and related assets | $270,509,000 | 376 |
| Managed Assets ($) | $221,568,000 | 341 |
| Non-managed Assets ($) | $48,941,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $561,000 | 322 |
| 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 | $332,000 | 436 |
| Number of Managed Accounts | $247,000 | 426 |
| Number of Non-Managed Accounts | $85,000 | 283 |
| Total fiduciary and related assets | $252,542,000 | 383 |
| Managed Assets ($) | $206,996,000 | 355 |
| Non-managed Assets ($) | $45,546,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,023,000 | 345 |
| 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 | $0 | 405 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,526,000 | 343 |
| 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 | $0 | 407 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 407 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 355 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $537,000 | 337 |
| 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 | $323,000 | 444 |
| Number of Managed Accounts | $225,000 | 451 |
| Number of Non-Managed Accounts | $98,000 | 270 |
| Total fiduciary and related assets | $232,751,000 | 407 |
| Managed Assets ($) | $192,499,000 | 385 |
| Non-managed Assets ($) | $40,252,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,907,000 | 346 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,401,000 | 349 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $919,000 | 354 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $467,000 | 354 |
| 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 | $324,000 | 435 |
| Number of Managed Accounts | $232,000 | 438 |
| Number of Non-Managed Accounts | $92,000 | 289 |
| Total fiduciary and related assets | $203,437,000 | 426 |
| Managed Assets ($) | $170,073,000 | 403 |
| Non-managed Assets ($) | $33,364,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,022,000 | 337 |
| 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 | $307,000 | 361 |
| Number of Managed Accounts | $214,000 | 353 |
| Number of Non-Managed Accounts | $93,000 | 202 |
| Total fiduciary and related assets | $199,813,000 | 388 |
| Managed Assets ($) | $166,412,000 | 359 |
| Non-managed Assets ($) | $33,401,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,506,000 | 336 |
| 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 | $440,000 | 321 |
| Number of Managed Accounts | $287,000 | 331 |
| Number of Non-Managed Accounts | $153,000 | 169 |
| Total fiduciary and related assets | $1,289,002,000 | 156 |
| Managed Assets ($) | $989,469,000 | 144 |
| Non-managed Assets ($) | $299,533,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,025,000 | 329 |
| 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 | $437,000 | 321 |
| Number of Managed Accounts | $278,000 | 337 |
| Number of Non-Managed Accounts | $159,000 | 167 |
| Total fiduciary and related assets | $1,284,229,000 | 157 |
| Managed Assets ($) | $940,050,000 | 148 |
| Non-managed Assets ($) | $344,179,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $489,000 | 335 |
| 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 | $447,000 | 362 |
| Number of Managed Accounts | $279,000 | 401 |
| Number of Non-Managed Accounts | $168,000 | 214 |
| Total fiduciary and related assets | $1,284,479,000 | 158 |
| Managed Assets ($) | $914,851,000 | 151 |
| Non-managed Assets ($) | $369,628,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,776,000 | 361 |
| 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 | $439,000 | 322 |
| Number of Managed Accounts | $268,000 | 338 |
| Number of Non-Managed Accounts | $171,000 | 162 |
| Total fiduciary and related assets | $1,249,137,000 | 158 |
| Managed Assets ($) | $871,299,000 | 153 |
| Non-managed Assets ($) | $377,838,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,318,000 | 365 |
| 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 | $440,000 | 324 |
| Number of Managed Accounts | $278,000 | 338 |
| Number of Non-Managed Accounts | $162,000 | 166 |
| Total fiduciary and related assets | $1,075,684,000 | 181 |
| Managed Assets ($) | $141,493,000 | 369 |
| Non-managed Assets ($) | $934,191,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $877,000 | 369 |
| 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 | $440,000 | 325 |
| Number of Managed Accounts | $275,000 | 340 |
| Number of Non-Managed Accounts | $165,000 | 166 |
| Total fiduciary and related assets | $1,052,356,000 | 184 |
| Managed Assets ($) | $140,877,000 | 370 |
| Non-managed Assets ($) | $911,479,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $434,000 | 365 |
| 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 | $395,000 | 400 |
| Number of Managed Accounts | $330,000 | 375 |
| Number of Non-Managed Accounts | $65,000 | 394 |
| Total fiduciary and related assets | $1,049,757,000 | 183 |
| Managed Assets ($) | $967,414,000 | 146 |
| Non-managed Assets ($) | $82,343,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,364,000 | 305 |
| 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 | $396,000 | 340 |
| Number of Managed Accounts | $327,000 | 324 |
| Number of Non-Managed Accounts | $69,000 | 244 |
| Total fiduciary and related assets | $1,058,593,000 | 175 |
| Managed Assets ($) | $975,660,000 | 141 |
| Non-managed Assets ($) | $82,933,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,798,000 | 304 |
| 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 | $446,000 | 328 |
| Number of Managed Accounts | $337,000 | 324 |
| Number of Non-Managed Accounts | $109,000 | 192 |
| Total fiduciary and related assets | $1,055,110,000 | 174 |
| Managed Assets ($) | $973,368,000 | 140 |
| Non-managed Assets ($) | $81,742,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 310 |
| 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 | $394,000 | 347 |
| Number of Managed Accounts | $331,000 | 328 |
| Number of Non-Managed Accounts | $63,000 | 247 |
| Total fiduciary and related assets | $1,034,528,000 | 173 |
| Managed Assets ($) | $960,290,000 | 137 |
| Non-managed Assets ($) | $74,238,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $567,000 | 316 |
| 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 | $365,000 | 435 |
| Number of Managed Accounts | $301,000 | 398 |
| Number of Non-Managed Accounts | $64,000 | 401 |
| Total fiduciary and related assets | $1,021,614,000 | 173 |
| Managed Assets ($) | $947,596,000 | 139 |
| Non-managed Assets ($) | $74,018,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 318 |
| 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 | $340,000 | 346 |
| Number of Managed Accounts | $280,000 | 326 |
| Number of Non-Managed Accounts | $60,000 | 251 |
| Total fiduciary and related assets | $913,463,000 | 178 |
| Managed Assets ($) | $844,930,000 | 143 |
| Non-managed Assets ($) | $68,533,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,558,000 | 316 |
| 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 | $346,000 | 345 |
| Number of Managed Accounts | $285,000 | 325 |
| Number of Non-Managed Accounts | $61,000 | 249 |
| Total fiduciary and related assets | $914,182,000 | 171 |
| Managed Assets ($) | $845,201,000 | 139 |
| Non-managed Assets ($) | $68,981,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,046,000 | 315 |
| 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 | $338,000 | 350 |
| Number of Managed Accounts | $279,000 | 326 |
| Number of Non-Managed Accounts | $59,000 | 258 |
| Total fiduciary and related assets | $865,011,000 | 180 |
| Managed Assets ($) | $799,972,000 | 148 |
| Non-managed Assets ($) | $65,039,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $494,000 | 321 |
| 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 | $355,000 | 437 |
| Number of Managed Accounts | $293,000 | 394 |
| Number of Non-Managed Accounts | $62,000 | 429 |
| Total fiduciary and related assets | $939,742,000 | 166 |
| Managed Assets ($) | $874,880,000 | 132 |
| Non-managed Assets ($) | $64,862,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,139,000 | 301 |
| 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 | $352,000 | 333 |
| Number of Managed Accounts | $290,000 | 316 |
| Number of Non-Managed Accounts | $62,000 | 248 |
| Total fiduciary and related assets | $914,915,000 | 168 |
| Managed Assets ($) | $853,941,000 | 136 |
| Non-managed Assets ($) | $60,974,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,585,000 | 297 |
| 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 | $350,000 | 334 |
| Number of Managed Accounts | $286,000 | 316 |
| Number of Non-Managed Accounts | $64,000 | 242 |
| Total fiduciary and related assets | $899,313,000 | 162 |
| Managed Assets ($) | $836,781,000 | 132 |
| Non-managed Assets ($) | $62,532,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,081,000 | 299 |
| 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 | $346,000 | 333 |
| Number of Managed Accounts | $284,000 | 314 |
| Number of Non-Managed Accounts | $62,000 | 239 |
| Total fiduciary and related assets | $883,238,000 | 162 |
| Managed Assets ($) | $822,276,000 | 134 |
| Non-managed Assets ($) | $60,962,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $517,000 | 306 |
| 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 | $323,000 | 463 |
| Number of Managed Accounts | $264,000 | 411 |
| Number of Non-Managed Accounts | $59,000 | 444 |
| Total fiduciary and related assets | $847,776,000 | 164 |
| Managed Assets ($) | $787,791,000 | 136 |
| Non-managed Assets ($) | $59,985,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,859,000 | 276 |
| 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 | $319,000 | 342 |
| Number of Managed Accounts | $261,000 | 315 |
| Number of Non-Managed Accounts | $58,000 | 255 |
| Total fiduciary and related assets | $865,523,000 | 160 |
| Managed Assets ($) | $803,357,000 | 133 |
| Non-managed Assets ($) | $62,166,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,347,000 | 282 |
| 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 | $300,000 | 350 |
| Number of Managed Accounts | $246,000 | 320 |
| Number of Non-Managed Accounts | $54,000 | 267 |
| Total fiduciary and related assets | $332,907,000 | 297 |
| Managed Assets ($) | $272,217,000 | 276 |
| Non-managed Assets ($) | $60,690,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $844,000 | 299 |
| 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 | $300,000 | 353 |
| Number of Managed Accounts | $247,000 | 326 |
| Number of Non-Managed Accounts | $53,000 | 270 |
| Total fiduciary and related assets | $330,849,000 | 299 |
| Managed Assets ($) | $271,288,000 | 279 |
| Non-managed Assets ($) | $59,561,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $425,000 | 295 |
| 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 | $293,000 | 503 |
| Number of Managed Accounts | $239,000 | 447 |
| Number of Non-Managed Accounts | $54,000 | 493 |
| Total fiduciary and related assets | $322,114,000 | 304 |
| Managed Assets ($) | $260,087,000 | 286 |
| Non-managed Assets ($) | $62,027,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,424,000 | 325 |
| 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 | $1,047,000 | 329 |
| 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 | $715,000 | 328 |
| 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 | $365,000 | 324 |
| 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 | $255,000 | 557 |
| Number of Managed Accounts | $215,000 | 480 |
| Number of Non-Managed Accounts | $40,000 | 582 |
| Total fiduciary and related assets | $226,368,000 | 371 |
| Managed Assets ($) | $177,936,000 | 342 |
| Non-managed Assets ($) | $48,432,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,411,000 | 313 |
| 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 | $1,048,000 | 312 |
| 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 | $752,000 | 302 |
| 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 | $361,000 | 306 |
| 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 | $246,000 | 588 |
| Number of Managed Accounts | $202,000 | 512 |
| Number of Non-Managed Accounts | $44,000 | 570 |
| Total fiduciary and related assets | $220,159,000 | 366 |
| Managed Assets ($) | $199,527,000 | 311 |
| Non-managed Assets ($) | $20,632,000 | 469 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 337 |
| 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 | $242,000 | 379 |
| Number of Managed Accounts | $198,000 | 348 |
| Number of Non-Managed Accounts | $44,000 | 288 |
| Total fiduciary and related assets | $177,995,000 | 376 |
| Managed Assets ($) | $154,102,000 | 338 |
| Non-managed Assets ($) | $23,893,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,029,000 | 344 |
| 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 | $242,000 | 385 |
| Number of Managed Accounts | $198,000 | 351 |
| Number of Non-Managed Accounts | $44,000 | 287 |
| Total fiduciary and related assets | $179,525,000 | 382 |
| Managed Assets ($) | $154,009,000 | 347 |
| Non-managed Assets ($) | $25,516,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $706,000 | 341 |
| 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 | $242,000 | 388 |
| Number of Managed Accounts | $197,000 | 356 |
| Number of Non-Managed Accounts | $45,000 | 292 |
| Total fiduciary and related assets | $176,750,000 | 393 |
| Managed Assets ($) | $151,289,000 | 356 |
| Non-managed Assets ($) | $25,461,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | $376,000 | 331 |
| 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 | $236,000 | 604 |
| Number of Managed Accounts | $189,000 | 542 |
| Number of Non-Managed Accounts | $47,000 | 564 |
| Total fiduciary and related assets | $254,811,000 | 369 |
| Managed Assets ($) | $149,614,000 | 416 |
| Non-managed Assets ($) | $105,197,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 338 |
| 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 | $1,068,000 | 330 |
| 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 | $700,000 | 339 |
| 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 | $317,000 | 367 |
| 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 | $227,000 | 611 |
| Number of Managed Accounts | $188,000 | 541 |
| Number of Non-Managed Accounts | $39,000 | 621 |
| Total fiduciary and related assets | $193,985,000 | 435 |
| Managed Assets ($) | $87,466,000 | 543 |
| Non-managed Assets ($) | $106,519,000 | 244 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 384 |
| 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 | $730,000 | 405 |
| 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 | $461,000 | 434 |
| 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 | $216,000 | 455 |
| 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 | $234,000 | 617 |
| Number of Managed Accounts | $199,000 | 535 |
| Number of Non-Managed Accounts | $35,000 | 665 |
| Total fiduciary and related assets | $173,019,000 | 451 |
| Managed Assets ($) | $65,069,000 | 613 |
| Non-managed Assets ($) | $107,950,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $832,000 | 439 |
| 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 | $621,000 | 432 |
| 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 | $421,000 | 429 |
| 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 | $188,000 | 472 |
| 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 | $209,000 | 664 |
| Number of Managed Accounts | $193,000 | 538 |
| Number of Non-Managed Accounts | $16,000 | 882 |
| Total fiduciary and related assets | $73,481,000 | 669 |
| Managed Assets ($) | $72,080,000 | 571 |
| Non-managed Assets ($) | $1,401,000 | 991 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 473 |
| 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 | $478,000 | 488 |
| 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 | $321,000 | 484 |
| 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 | $139,000 | 544 |
| 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 | $221,000 | 662 |
| Number of Managed Accounts | $196,000 | 534 |
| Number of Non-Managed Accounts | $25,000 | 805 |
| Total fiduciary and related assets | $66,283,000 | 694 |
| Managed Assets ($) | $61,089,000 | 601 |
| Non-managed Assets ($) | $5,194,000 | 796 |
| Memoranda | ||
| Gross Fiduciary activities income | $545,000 | 539 |
| 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 | $407,000 | 543 |
| 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 | $276,000 | 540 |
| 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 | $138,000 | 548 |
| 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 | $228,000 | 658 |
| Number of Managed Accounts | $202,000 | 555 |
| Number of Non-Managed Accounts | $26,000 | 802 |
| Total fiduciary and related assets | $66,664,000 | 687 |
| Managed Assets ($) | $56,425,000 | 623 |
| Non-managed Assets ($) | $10,239,000 | 640 |
| Memoranda | ||
| Gross Fiduciary activities income | $649,000 | 490 |
| 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 | $227,000 | 631 |
| Number of Managed Accounts | $203,000 | 525 |
| Number of Non-Managed Accounts | $24,000 | 786 |
| Total fiduciary and related assets | $70,869,000 | 643 |
| Managed Assets ($) | $59,819,000 | 582 |
| Non-managed Assets ($) | $11,050,000 | 606 |
| Memoranda | ||
| Gross Fiduciary activities income | $695,000 | 497 |
| 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 | $723,000 | 494 |
| 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 | $644,000 | 567 |
| 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 | $621,000 | 570 |
| 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 | $518,000 | 642 |
| 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 | $433,000 | 744 |
| 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 | $419,000 | 792 |
| 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 | $357,000 | 842 |
| 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 | NA | NA |
| 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 | NA | NA |