Home > The Peoples Bank, Biloxi, Mississippi > Fiduciary and Related Services
The Peoples Bank, Biloxi, Mississippi, 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 | $785,000 | 285 |
| Number of Managed Accounts | $418,000 | 346 |
| Number of Non-Managed Accounts | $367,000 | 111 |
| Total fiduciary and related assets | $567,179,000 | 328 |
| Managed Assets ($) | $150,888,000 | 479 |
| Non-managed Assets ($) | $416,291,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,352,000 | 373 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,837,000 | 366 |
| 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 | $794,000 | 271 |
| Number of Managed Accounts | $435,000 | 319 |
| Number of Non-Managed Accounts | $359,000 | 103 |
| Total fiduciary and related assets | $552,673,000 | 319 |
| Managed Assets ($) | $147,991,000 | 415 |
| Non-managed Assets ($) | $404,682,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 361 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $590,000 | 377 |
| 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 | $814,000 | 283 |
| Number of Managed Accounts | $445,000 | 343 |
| Number of Non-Managed Accounts | $369,000 | 112 |
| Total fiduciary and related assets | $562,273,000 | 329 |
| Managed Assets ($) | $143,792,000 | 481 |
| Non-managed Assets ($) | $418,481,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,001,000 | 418 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 431 |
| 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 | $521,000 | 312 |
| Number of Managed Accounts | $451,000 | 296 |
| Number of Non-Managed Accounts | $70,000 | 224 |
| Total fiduciary and related assets | $244,676,000 | 401 |
| Managed Assets ($) | $145,409,000 | 399 |
| Non-managed Assets ($) | $99,267,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $860,000 | 391 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $444,000 | 391 |
| 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 | $510,000 | 337 |
| Number of Managed Accounts | $452,000 | 306 |
| Number of Non-Managed Accounts | $58,000 | 344 |
| Total fiduciary and related assets | $262,192,000 | 409 |
| Managed Assets ($) | $166,847,000 | 439 |
| Non-managed Assets ($) | $95,345,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,849,000 | 386 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,387,000 | 383 |
| 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 | $523,000 | 305 |
| Number of Managed Accounts | $445,000 | 291 |
| Number of Non-Managed Accounts | $78,000 | 216 |
| Total fiduciary and related assets | $259,839,000 | 392 |
| Managed Assets ($) | $161,522,000 | 382 |
| Non-managed Assets ($) | $98,317,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 383 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $437,000 | 387 |
| 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 | $526,000 | 324 |
| Number of Managed Accounts | $441,000 | 303 |
| Number of Non-Managed Accounts | $85,000 | 272 |
| Total fiduciary and related assets | $254,520,000 | 399 |
| Managed Assets ($) | $163,003,000 | 424 |
| Non-managed Assets ($) | $91,517,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 380 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 378 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $776,000 | 388 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $371,000 | 397 |
| 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 | $545,000 | 322 |
| Number of Managed Accounts | $450,000 | 301 |
| Number of Non-Managed Accounts | $95,000 | 270 |
| Total fiduciary and related assets | $211,898,000 | 424 |
| Managed Assets ($) | $155,052,000 | 424 |
| Non-managed Assets ($) | $56,846,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,614,000 | 385 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 382 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $786,000 | 384 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $371,000 | 391 |
| 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 | $566,000 | 317 |
| Number of Managed Accounts | $449,000 | 303 |
| Number of Non-Managed Accounts | $117,000 | 244 |
| Total fiduciary and related assets | $208,853,000 | 417 |
| Managed Assets ($) | $140,093,000 | 424 |
| Non-managed Assets ($) | $68,760,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,708,000 | 373 |
| 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 | $1,360,000 | 367 |
| 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 | $885,000 | 375 |
| 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 | $433,000 | 375 |
| 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 | $565,000 | 315 |
| Number of Managed Accounts | $443,000 | 310 |
| Number of Non-Managed Accounts | $122,000 | 245 |
| Total fiduciary and related assets | $230,313,000 | 409 |
| Managed Assets ($) | $133,594,000 | 450 |
| Non-managed Assets ($) | $96,719,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,689,000 | 369 |
| 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 | $558,000 | 287 |
| Number of Managed Accounts | $438,000 | 286 |
| Number of Non-Managed Accounts | $120,000 | 189 |
| Total fiduciary and related assets | $239,030,000 | 382 |
| Managed Assets ($) | $131,965,000 | 372 |
| Non-managed Assets ($) | $107,065,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,224,000 | 374 |
| 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 | $568,000 | 288 |
| Number of Managed Accounts | $437,000 | 287 |
| Number of Non-Managed Accounts | $131,000 | 178 |
| Total fiduciary and related assets | $259,661,000 | 378 |
| Managed Assets ($) | $132,233,000 | 370 |
| Non-managed Assets ($) | $127,428,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $794,000 | 379 |
| 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 | $564,000 | 293 |
| Number of Managed Accounts | $438,000 | 286 |
| Number of Non-Managed Accounts | $126,000 | 178 |
| Total fiduciary and related assets | $255,308,000 | 381 |
| Managed Assets ($) | $122,288,000 | 376 |
| Non-managed Assets ($) | $133,020,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $366,000 | 394 |
| 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 | $572,000 | 316 |
| Number of Managed Accounts | $445,000 | 299 |
| Number of Non-Managed Accounts | $127,000 | 241 |
| Total fiduciary and related assets | $269,651,000 | 373 |
| Managed Assets ($) | $120,549,000 | 466 |
| Non-managed Assets ($) | $149,102,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,614,000 | 373 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,192,000 | 375 |
| 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 | $0 | 419 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $763,000 | 384 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $396,000 | 375 |
| 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 | $541,000 | 328 |
| Number of Managed Accounts | $443,000 | 297 |
| Number of Non-Managed Accounts | $98,000 | 284 |
| Total fiduciary and related assets | $142,580,000 | 494 |
| Managed Assets ($) | $126,526,000 | 450 |
| Non-managed Assets ($) | $16,054,000 | 504 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,643,000 | 373 |
| 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 | $1,238,000 | 375 |
| 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 | $800,000 | 382 |
| 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 | $406,000 | 379 |
| 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 | $560,000 | 328 |
| Number of Managed Accounts | $445,000 | 301 |
| Number of Non-Managed Accounts | $115,000 | 263 |
| Total fiduciary and related assets | $192,326,000 | 440 |
| Managed Assets ($) | $144,988,000 | 426 |
| Non-managed Assets ($) | $47,338,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,463,000 | 400 |
| 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 | $1,108,000 | 394 |
| 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 | $716,000 | 401 |
| 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 | $359,000 | 398 |
| 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 | $547,000 | 338 |
| Number of Managed Accounts | $441,000 | 301 |
| Number of Non-Managed Accounts | $106,000 | 299 |
| Total fiduciary and related assets | $186,020,000 | 433 |
| Managed Assets ($) | $130,513,000 | 445 |
| Non-managed Assets ($) | $55,507,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 386 |
| 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 | $1,062,000 | 389 |
| 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 | $694,000 | 392 |
| 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 | $358,000 | 386 |
| 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 | $535,000 | 343 |
| Number of Managed Accounts | $446,000 | 298 |
| Number of Non-Managed Accounts | $89,000 | 344 |
| Total fiduciary and related assets | $152,850,000 | 473 |
| Managed Assets ($) | $124,214,000 | 434 |
| Non-managed Assets ($) | $28,636,000 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 373 |
| 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 | $1,111,000 | 367 |
| 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 | $672,000 | 387 |
| 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 | $344,000 | 377 |
| 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 | $554,000 | 334 |
| Number of Managed Accounts | $470,000 | 286 |
| Number of Non-Managed Accounts | $84,000 | 354 |
| Total fiduciary and related assets | $149,234,000 | 460 |
| Managed Assets ($) | $107,610,000 | 457 |
| Non-managed Assets ($) | $41,624,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,368,000 | 338 |
| 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 | $1,031,000 | 332 |
| 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 | $670,000 | 346 |
| 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 | $346,000 | 341 |
| 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 | $613,000 | 314 |
| Number of Managed Accounts | $520,000 | 267 |
| Number of Non-Managed Accounts | $93,000 | 353 |
| Total fiduciary and related assets | $145,293,000 | 483 |
| Managed Assets ($) | $108,940,000 | 458 |
| Non-managed Assets ($) | $36,353,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,354,000 | 336 |
| 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 | $943,000 | 346 |
| 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 | $590,000 | 363 |
| 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 | $307,000 | 355 |
| 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 | $605,000 | 327 |
| Number of Managed Accounts | $517,000 | 269 |
| Number of Non-Managed Accounts | $88,000 | 377 |
| Total fiduciary and related assets | $140,441,000 | 484 |
| Managed Assets ($) | $112,049,000 | 450 |
| Non-managed Assets ($) | $28,392,000 | 430 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,363,000 | 321 |
| 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 | $624,000 | 277 |
| Number of Managed Accounts | $536,000 | 240 |
| Number of Non-Managed Accounts | $88,000 | 218 |
| Total fiduciary and related assets | $835,968,000 | 168 |
| Managed Assets ($) | $118,618,000 | 326 |
| Non-managed Assets ($) | $717,350,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,018,000 | 317 |
| 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 | $624,000 | 278 |
| Number of Managed Accounts | $541,000 | 242 |
| Number of Non-Managed Accounts | $83,000 | 227 |
| Total fiduciary and related assets | $871,705,000 | 165 |
| Managed Assets ($) | $121,117,000 | 328 |
| Non-managed Assets ($) | $750,588,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $662,000 | 329 |
| 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 | $640,000 | 273 |
| Number of Managed Accounts | $556,000 | 237 |
| Number of Non-Managed Accounts | $84,000 | 228 |
| Total fiduciary and related assets | $875,121,000 | 164 |
| Managed Assets ($) | $119,610,000 | 328 |
| Non-managed Assets ($) | $755,511,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $336,000 | 314 |
| 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 | $652,000 | 318 |
| Number of Managed Accounts | $567,000 | 258 |
| Number of Non-Managed Accounts | $85,000 | 404 |
| Total fiduciary and related assets | $879,333,000 | 167 |
| Managed Assets ($) | $128,510,000 | 403 |
| Non-managed Assets ($) | $750,823,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,638,000 | 297 |
| 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 | $685,000 | 265 |
| Number of Managed Accounts | $597,000 | 227 |
| Number of Non-Managed Accounts | $88,000 | 233 |
| Total fiduciary and related assets | $955,787,000 | 170 |
| Managed Assets ($) | $140,866,000 | 346 |
| Non-managed Assets ($) | $814,921,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,237,000 | 303 |
| 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 | $663,000 | 276 |
| Number of Managed Accounts | $591,000 | 232 |
| Number of Non-Managed Accounts | $72,000 | 254 |
| Total fiduciary and related assets | $1,042,384,000 | 167 |
| Managed Assets ($) | $146,411,000 | 352 |
| Non-managed Assets ($) | $895,973,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $829,000 | 309 |
| 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 | $708,000 | 269 |
| Number of Managed Accounts | $618,000 | 227 |
| Number of Non-Managed Accounts | $90,000 | 237 |
| Total fiduciary and related assets | $1,127,868,000 | 171 |
| Managed Assets ($) | $154,615,000 | 354 |
| Non-managed Assets ($) | $973,253,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $395,000 | 316 |
| 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 | $1,372,000 | 167 |
| Number of Managed Accounts | $1,204,000 | 132 |
| Number of Non-Managed Accounts | $168,000 | 261 |
| Total fiduciary and related assets | $1,129,765,000 | 168 |
| Managed Assets ($) | $165,682,000 | 391 |
| Non-managed Assets ($) | $964,083,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,791,000 | 298 |
| 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 | $729,000 | 257 |
| Number of Managed Accounts | $637,000 | 217 |
| Number of Non-Managed Accounts | $92,000 | 223 |
| Total fiduciary and related assets | $1,167,890,000 | 161 |
| Managed Assets ($) | $173,181,000 | 338 |
| Non-managed Assets ($) | $994,709,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 288 |
| 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 | $735,000 | 259 |
| Number of Managed Accounts | $634,000 | 223 |
| Number of Non-Managed Accounts | $101,000 | 224 |
| Total fiduciary and related assets | $1,205,280,000 | 167 |
| Managed Assets ($) | $172,487,000 | 343 |
| Non-managed Assets ($) | $1,032,793,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $898,000 | 301 |
| 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 | $725,000 | 261 |
| Number of Managed Accounts | $620,000 | 227 |
| Number of Non-Managed Accounts | $105,000 | 227 |
| Total fiduciary and related assets | $1,276,609,000 | 160 |
| Managed Assets ($) | $169,216,000 | 346 |
| Non-managed Assets ($) | $1,107,393,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $449,000 | 298 |
| 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 | $711,000 | 292 |
| Number of Managed Accounts | $632,000 | 235 |
| Number of Non-Managed Accounts | $79,000 | 421 |
| Total fiduciary and related assets | $1,313,541,000 | 154 |
| Managed Assets ($) | $373,604,000 | 234 |
| Non-managed Assets ($) | $939,937,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 303 |
| 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 | $698,000 | 270 |
| Number of Managed Accounts | $618,000 | 229 |
| Number of Non-Managed Accounts | $80,000 | 246 |
| Total fiduciary and related assets | $1,348,272,000 | 154 |
| Managed Assets ($) | $393,547,000 | 230 |
| Non-managed Assets ($) | $954,725,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,229,000 | 310 |
| 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 | $692,000 | 276 |
| Number of Managed Accounts | $608,000 | 236 |
| Number of Non-Managed Accounts | $84,000 | 252 |
| Total fiduciary and related assets | $1,449,838,000 | 150 |
| Managed Assets ($) | $467,509,000 | 209 |
| Non-managed Assets ($) | $982,329,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 332 |
| 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 | $659,000 | 284 |
| Number of Managed Accounts | $574,000 | 245 |
| Number of Non-Managed Accounts | $85,000 | 256 |
| Total fiduciary and related assets | $1,298,036,000 | 160 |
| Managed Assets ($) | $310,437,000 | 264 |
| Non-managed Assets ($) | $987,599,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 333 |
| 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 | $620,000 | 325 |
| Number of Managed Accounts | $535,000 | 273 |
| Number of Non-Managed Accounts | $85,000 | 426 |
| Total fiduciary and related assets | $1,299,648,000 | 158 |
| Managed Assets ($) | $297,930,000 | 269 |
| Non-managed Assets ($) | $1,001,718,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,477,000 | 326 |
| 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 | $623,000 | 278 |
| Number of Managed Accounts | $531,000 | 249 |
| Number of Non-Managed Accounts | $92,000 | 248 |
| Total fiduciary and related assets | $1,393,323,000 | 151 |
| Managed Assets ($) | $295,135,000 | 265 |
| Non-managed Assets ($) | $1,098,188,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,058,000 | 330 |
| 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 | $616,000 | 284 |
| Number of Managed Accounts | $515,000 | 256 |
| Number of Non-Managed Accounts | $101,000 | 242 |
| Total fiduciary and related assets | $1,472,446,000 | 143 |
| Managed Assets ($) | $296,884,000 | 258 |
| Non-managed Assets ($) | $1,175,562,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $714,000 | 327 |
| 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 | $616,000 | 287 |
| Number of Managed Accounts | $503,000 | 260 |
| Number of Non-Managed Accounts | $113,000 | 238 |
| Total fiduciary and related assets | $1,454,537,000 | 149 |
| Managed Assets ($) | $304,355,000 | 253 |
| Non-managed Assets ($) | $1,150,182,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $344,000 | 326 |
| 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 | $613,000 | 328 |
| Number of Managed Accounts | $499,000 | 282 |
| Number of Non-Managed Accounts | $114,000 | 379 |
| Total fiduciary and related assets | $1,461,748,000 | 149 |
| Managed Assets ($) | $304,417,000 | 254 |
| Non-managed Assets ($) | $1,157,331,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,391,000 | 314 |
| 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 | $586,000 | 293 |
| Number of Managed Accounts | $467,000 | 268 |
| Number of Non-Managed Accounts | $119,000 | 238 |
| Total fiduciary and related assets | $1,484,746,000 | 147 |
| Managed Assets ($) | $311,122,000 | 242 |
| Non-managed Assets ($) | $1,173,624,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,079,000 | 313 |
| 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 | $601,000 | 292 |
| Number of Managed Accounts | $479,000 | 263 |
| Number of Non-Managed Accounts | $122,000 | 246 |
| Total fiduciary and related assets | $1,441,833,000 | 148 |
| Managed Assets ($) | $284,180,000 | 257 |
| Non-managed Assets ($) | $1,157,653,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 307 |
| 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 | $601,000 | 292 |
| Number of Managed Accounts | $476,000 | 269 |
| Number of Non-Managed Accounts | $125,000 | 244 |
| Total fiduciary and related assets | $1,515,521,000 | 147 |
| Managed Assets ($) | $297,035,000 | 246 |
| Non-managed Assets ($) | $1,218,486,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $356,000 | 314 |
| 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 | $591,000 | 350 |
| Number of Managed Accounts | $462,000 | 311 |
| Number of Non-Managed Accounts | $129,000 | 364 |
| Total fiduciary and related assets | $1,461,487,000 | 152 |
| Managed Assets ($) | $254,964,000 | 279 |
| Non-managed Assets ($) | $1,206,523,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,458,000 | 314 |
| 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 | $588,000 | 307 |
| Number of Managed Accounts | $464,000 | 283 |
| Number of Non-Managed Accounts | $124,000 | 253 |
| Total fiduciary and related assets | $1,486,299,000 | 156 |
| Managed Assets ($) | $249,224,000 | 273 |
| Non-managed Assets ($) | $1,237,075,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,107,000 | 321 |
| 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 | $587,000 | 309 |
| Number of Managed Accounts | $458,000 | 285 |
| Number of Non-Managed Accounts | $129,000 | 260 |
| Total fiduciary and related assets | $1,537,520,000 | 157 |
| Managed Assets ($) | $264,120,000 | 269 |
| Non-managed Assets ($) | $1,273,400,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $761,000 | 322 |
| 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 | $603,000 | 314 |
| Number of Managed Accounts | $475,000 | 283 |
| Number of Non-Managed Accounts | $128,000 | 264 |
| Total fiduciary and related assets | $1,151,978,000 | 174 |
| Managed Assets ($) | $297,275,000 | 256 |
| Non-managed Assets ($) | $854,703,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,000 | 331 |
| 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 | $608,000 | 359 |
| Number of Managed Accounts | $472,000 | 325 |
| Number of Non-Managed Accounts | $136,000 | 363 |
| Total fiduciary and related assets | $1,125,801,000 | 175 |
| Managed Assets ($) | $237,552,000 | 286 |
| Non-managed Assets ($) | $888,249,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 339 |
| 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 | $638,000 | 324 |
| Number of Managed Accounts | $489,000 | 295 |
| Number of Non-Managed Accounts | $149,000 | 335 |
| Total fiduciary and related assets | $734,339,000 | 204 |
| Managed Assets ($) | $225,008,000 | 307 |
| Non-managed Assets ($) | $509,331,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,419,000 | 352 |
| 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 | $1,353,000 | 364 |
| 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 | $1,366,000 | 391 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,262,000 | 404 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,106,000 | 438 |
| 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 | $933,000 | 526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,014,000 | 531 |
| 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 | $886,000 | 554 |
| 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 | $544,000 | 730 |
| 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 | $541,000 | 732 |