Home > Truxton Trust Company > Fiduciary and Related Services
Truxton Trust Company, 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 | $603,000 | 332 |
| Number of Managed Accounts | $597,000 | 283 |
| Number of Non-Managed Accounts | $6,000 | 666 |
| Total fiduciary and related assets | $1,733,378,000 | 198 |
| Managed Assets ($) | $1,695,777,000 | 153 |
| Non-managed Assets ($) | $37,601,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,957,000 | 131 |
| 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 | $590,000 | 286 |
| Number of Managed Accounts | $584,000 | 252 |
| Number of Non-Managed Accounts | $6,000 | 340 |
| Total fiduciary and related assets | $1,615,294,000 | 196 |
| Managed Assets ($) | $1,553,349,000 | 160 |
| Non-managed Assets ($) | $61,945,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,645,000 | 129 |
| 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 | $582,000 | 322 |
| Number of Managed Accounts | $576,000 | 276 |
| Number of Non-Managed Accounts | $6,000 | 399 |
| Total fiduciary and related assets | $1,674,116,000 | 189 |
| Managed Assets ($) | $1,565,290,000 | 154 |
| Non-managed Assets ($) | $108,826,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,355,000 | 128 |
| 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 | $577,000 | 298 |
| Number of Managed Accounts | $575,000 | 264 |
| Number of Non-Managed Accounts | $2,000 | 363 |
| Total fiduciary and related assets | $1,527,374,000 | 206 |
| Managed Assets ($) | $1,522,694,000 | 162 |
| Non-managed Assets ($) | $4,680,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,030,000 | 135 |
| 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 | $581,000 | 346 |
| Number of Managed Accounts | $579,000 | 296 |
| Number of Non-Managed Accounts | $2,000 | 783 |
| Total fiduciary and related assets | $1,451,797,000 | 207 |
| Managed Assets ($) | $1,446,626,000 | 166 |
| Non-managed Assets ($) | $5,171,000 | 617 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,775,000 | 133 |
| 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 | $588,000 | 303 |
| Number of Managed Accounts | $586,000 | 268 |
| Number of Non-Managed Accounts | $2,000 | 372 |
| Total fiduciary and related assets | $1,361,574,000 | 206 |
| Managed Assets ($) | $1,356,624,000 | 168 |
| Non-managed Assets ($) | $4,950,000 | 359 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,828,000 | 135 |
| 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 | $576,000 | 293 |
| Number of Managed Accounts | $574,000 | 263 |
| Number of Non-Managed Accounts | $2,000 | 398 |
| Total fiduciary and related assets | $1,419,672,000 | 171 |
| Managed Assets ($) | $1,414,794,000 | 140 |
| Non-managed Assets ($) | $4,878,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,942,000 | 115 |
| 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 | $554,000 | 273 |
| Number of Managed Accounts | $551,000 | 249 |
| Number of Non-Managed Accounts | $3,000 | 331 |
| Total fiduciary and related assets | $1,479,654,000 | 179 |
| Managed Assets ($) | $1,469,152,000 | 147 |
| Non-managed Assets ($) | $10,502,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,035,000 | 117 |
| 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 | $531,000 | 329 |
| Number of Managed Accounts | $528,000 | 283 |
| Number of Non-Managed Accounts | $3,000 | 734 |
| Total fiduciary and related assets | $1,509,434,000 | 185 |
| Managed Assets ($) | $1,499,549,000 | 149 |
| Non-managed Assets ($) | $9,885,000 | 531 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,540,000 | 117 |
| 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 | $531,000 | 275 |
| Number of Managed Accounts | $528,000 | 251 |
| Number of Non-Managed Accounts | $3,000 | 319 |
| Total fiduciary and related assets | $1,388,678,000 | 193 |
| Managed Assets ($) | $1,379,503,000 | 157 |
| Non-managed Assets ($) | $9,175,000 | 303 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,622,000 | 120 |
| 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 | $520,000 | 308 |
| Number of Managed Accounts | $516,000 | 275 |
| Number of Non-Managed Accounts | $4,000 | 374 |
| Total fiduciary and related assets | $1,363,362,000 | 193 |
| Managed Assets ($) | $1,343,676,000 | 162 |
| Non-managed Assets ($) | $19,686,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,876,000 | 121 |
| 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 | $516,000 | 281 |
| Number of Managed Accounts | $512,000 | 255 |
| Number of Non-Managed Accounts | $4,000 | 316 |
| Total fiduciary and related assets | $1,277,047,000 | 195 |
| Managed Assets ($) | $1,258,931,000 | 163 |
| Non-managed Assets ($) | $18,116,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,289,000 | 123 |
| 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 | $511,000 | 330 |
| Number of Managed Accounts | $507,000 | 283 |
| Number of Non-Managed Accounts | $4,000 | 725 |
| Total fiduciary and related assets | $1,186,644,000 | 199 |
| Managed Assets ($) | $1,170,837,000 | 166 |
| Non-managed Assets ($) | $15,807,000 | 472 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,051,000 | 132 |
| 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 | $491,000 | 281 |
| Number of Managed Accounts | $487,000 | 256 |
| Number of Non-Managed Accounts | $4,000 | 318 |
| Total fiduciary and related assets | $1,080,939,000 | 198 |
| Managed Assets ($) | $1,067,193,000 | 166 |
| Non-managed Assets ($) | $13,746,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,050,000 | 132 |
| 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 | $489,000 | 310 |
| Number of Managed Accounts | $484,000 | 279 |
| Number of Non-Managed Accounts | $5,000 | 369 |
| Total fiduciary and related assets | $1,007,678,000 | 203 |
| Managed Assets ($) | $994,288,000 | 168 |
| Non-managed Assets ($) | $13,390,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,326,000 | 134 |
| 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 | $496,000 | 278 |
| Number of Managed Accounts | $491,000 | 256 |
| Number of Non-Managed Accounts | $5,000 | 319 |
| Total fiduciary and related assets | $912,557,000 | 201 |
| Managed Assets ($) | $901,410,000 | 166 |
| Non-managed Assets ($) | $11,147,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,630,000 | 139 |
| 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 | $476,000 | 344 |
| Number of Managed Accounts | $471,000 | 294 |
| Number of Non-Managed Accounts | $5,000 | 732 |
| Total fiduciary and related assets | $1,056,168,000 | 201 |
| Managed Assets ($) | $1,041,222,000 | 166 |
| Non-managed Assets ($) | $14,946,000 | 480 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,349,000 | 137 |
| 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 | $483,000 | 283 |
| Number of Managed Accounts | $478,000 | 259 |
| Number of Non-Managed Accounts | $5,000 | 321 |
| Total fiduciary and related assets | $970,614,000 | 202 |
| Managed Assets ($) | $957,422,000 | 169 |
| Non-managed Assets ($) | $13,192,000 | 298 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,847,000 | 136 |
| 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 | $480,000 | 306 |
| Number of Managed Accounts | $475,000 | 278 |
| Number of Non-Managed Accounts | $5,000 | 357 |
| Total fiduciary and related assets | $952,747,000 | 201 |
| Managed Assets ($) | $939,166,000 | 168 |
| Non-managed Assets ($) | $13,581,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,255,000 | 138 |
| 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 | $476,000 | 308 |
| Number of Managed Accounts | $472,000 | 281 |
| Number of Non-Managed Accounts | $4,000 | 365 |
| Total fiduciary and related assets | $932,770,000 | 204 |
| Managed Assets ($) | $920,266,000 | 169 |
| Non-managed Assets ($) | $12,504,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,565,000 | 140 |
| 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 | $478,000 | 341 |
| Number of Managed Accounts | $473,000 | 296 |
| Number of Non-Managed Accounts | $5,000 | 753 |
| Total fiduciary and related assets | $870,501,000 | 202 |
| Managed Assets ($) | $857,913,000 | 169 |
| Non-managed Assets ($) | $12,588,000 | 511 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,409,000 | 145 |
| 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 | $469,000 | 309 |
| Number of Managed Accounts | $464,000 | 282 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $937,294,000 | 204 |
| Managed Assets ($) | $923,415,000 | 166 |
| Non-managed Assets ($) | $13,879,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,047,000 | 148 |
| 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 | $469,000 | 312 |
| Number of Managed Accounts | $464,000 | 284 |
| Number of Non-Managed Accounts | $5,000 | 365 |
| Total fiduciary and related assets | $806,384,000 | 219 |
| Managed Assets ($) | $793,018,000 | 178 |
| Non-managed Assets ($) | $13,366,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,590,000 | 149 |
| 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 | $463,000 | 319 |
| Number of Managed Accounts | $458,000 | 286 |
| Number of Non-Managed Accounts | $5,000 | 367 |
| Total fiduciary and related assets | $795,638,000 | 220 |
| Managed Assets ($) | $782,532,000 | 180 |
| Non-managed Assets ($) | $13,106,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,268,000 | 153 |
| 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 | $459,000 | 356 |
| Number of Managed Accounts | $454,000 | 306 |
| Number of Non-Managed Accounts | $5,000 | 781 |
| Total fiduciary and related assets | $858,548,000 | 213 |
| Managed Assets ($) | $845,663,000 | 172 |
| Non-managed Assets ($) | $12,885,000 | 528 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,702,000 | 147 |
| 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 | $437,000 | 317 |
| Number of Managed Accounts | $432,000 | 287 |
| Number of Non-Managed Accounts | $5,000 | 357 |
| Total fiduciary and related assets | $840,008,000 | 211 |
| Managed Assets ($) | $828,010,000 | 171 |
| Non-managed Assets ($) | $11,998,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,380,000 | 149 |
| 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 | $1,077,000 | 204 |
| Number of Managed Accounts | $1,072,000 | 166 |
| Number of Non-Managed Accounts | $5,000 | 360 |
| Total fiduciary and related assets | $804,024,000 | 211 |
| Managed Assets ($) | $791,793,000 | 170 |
| Non-managed Assets ($) | $12,231,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,194,000 | 148 |
| 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 | $1,067,000 | 204 |
| Number of Managed Accounts | $1,062,000 | 167 |
| Number of Non-Managed Accounts | $5,000 | 364 |
| Total fiduciary and related assets | $767,701,000 | 215 |
| Managed Assets ($) | $755,850,000 | 174 |
| Non-managed Assets ($) | $11,851,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,981,000 | 153 |
| 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 | $1,040,000 | 209 |
| Number of Managed Accounts | $1,035,000 | 167 |
| Number of Non-Managed Accounts | $5,000 | 810 |
| Total fiduciary and related assets | $720,226,000 | 220 |
| Managed Assets ($) | $709,059,000 | 177 |
| Non-managed Assets ($) | $11,167,000 | 552 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,276,000 | 156 |
| 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 | $1,017,000 | 209 |
| Number of Managed Accounts | $1,012,000 | 167 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $699,831,000 | 224 |
| Managed Assets ($) | $689,734,000 | 180 |
| Non-managed Assets ($) | $10,097,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,370,000 | 154 |
| 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 | $1,025,000 | 209 |
| Number of Managed Accounts | $1,020,000 | 169 |
| Number of Non-Managed Accounts | $5,000 | 376 |
| Total fiduciary and related assets | $671,486,000 | 230 |
| Managed Assets ($) | $662,523,000 | 185 |
| Non-managed Assets ($) | $8,963,000 | 355 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,487,000 | 157 |
| 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 | $1,010,000 | 209 |
| Number of Managed Accounts | $1,005,000 | 168 |
| Number of Non-Managed Accounts | $5,000 | 379 |
| Total fiduciary and related assets | $647,859,000 | 231 |
| Managed Assets ($) | $639,213,000 | 189 |
| Non-managed Assets ($) | $8,646,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,670,000 | 164 |
| 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 | $988,000 | 217 |
| Number of Managed Accounts | $981,000 | 169 |
| Number of Non-Managed Accounts | $7,000 | 809 |
| Total fiduciary and related assets | $609,207,000 | 241 |
| Managed Assets ($) | $598,613,000 | 200 |
| Non-managed Assets ($) | $10,594,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,676,000 | 167 |
| 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 | $984,000 | 212 |
| Number of Managed Accounts | $977,000 | 169 |
| Number of Non-Managed Accounts | $7,000 | 365 |
| Total fiduciary and related assets | $604,606,000 | 238 |
| Managed Assets ($) | $594,115,000 | 194 |
| Non-managed Assets ($) | $10,491,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,020,000 | 166 |
| 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 | $956,000 | 220 |
| Number of Managed Accounts | $948,000 | 174 |
| Number of Non-Managed Accounts | $8,000 | 365 |
| Total fiduciary and related assets | $615,054,000 | 249 |
| Managed Assets ($) | $603,944,000 | 202 |
| Non-managed Assets ($) | $11,110,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,301,000 | 168 |
| 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 | $937,000 | 219 |
| Number of Managed Accounts | $929,000 | 175 |
| Number of Non-Managed Accounts | $8,000 | 368 |
| Total fiduciary and related assets | $599,000,000 | 254 |
| Managed Assets ($) | $586,867,000 | 203 |
| Non-managed Assets ($) | $12,133,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,574,000 | 176 |
| 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 | $896,000 | 237 |
| Number of Managed Accounts | $888,000 | 186 |
| Number of Non-Managed Accounts | $8,000 | 841 |
| Total fiduciary and related assets | $560,196,000 | 262 |
| Managed Assets ($) | $548,018,000 | 217 |
| Non-managed Assets ($) | $12,178,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,935,000 | 175 |
| 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 | $881,000 | 233 |
| Number of Managed Accounts | $874,000 | 189 |
| Number of Non-Managed Accounts | $7,000 | 371 |
| Total fiduciary and related assets | $551,518,000 | 262 |
| Managed Assets ($) | $540,355,000 | 214 |
| Non-managed Assets ($) | $11,163,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,419,000 | 174 |
| 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 | $869,000 | 233 |
| Number of Managed Accounts | $861,000 | 189 |
| Number of Non-Managed Accounts | $8,000 | 369 |
| Total fiduciary and related assets | $542,045,000 | 261 |
| Managed Assets ($) | $529,623,000 | 220 |
| Non-managed Assets ($) | $12,422,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,873,000 | 178 |
| 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 | $874,000 | 234 |
| Number of Managed Accounts | $867,000 | 185 |
| Number of Non-Managed Accounts | $7,000 | 372 |
| Total fiduciary and related assets | $528,983,000 | 259 |
| Managed Assets ($) | $516,798,000 | 216 |
| Non-managed Assets ($) | $12,185,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 181 |
| 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 | $874,000 | 243 |
| Number of Managed Accounts | $866,000 | 186 |
| Number of Non-Managed Accounts | $8,000 | 849 |
| Total fiduciary and related assets | $497,580,000 | 267 |
| Managed Assets ($) | $485,996,000 | 230 |
| Non-managed Assets ($) | $11,584,000 | 581 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,736,000 | 193 |
| 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 | $841,000 | 233 |
| Number of Managed Accounts | $833,000 | 181 |
| Number of Non-Managed Accounts | $8,000 | 353 |
| Total fiduciary and related assets | $471,524,000 | 265 |
| Managed Assets ($) | $460,436,000 | 227 |
| Non-managed Assets ($) | $11,088,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,451,000 | 194 |
| 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 | $836,000 | 231 |
| Number of Managed Accounts | $829,000 | 180 |
| Number of Non-Managed Accounts | $7,000 | 357 |
| Total fiduciary and related assets | $435,526,000 | 273 |
| Managed Assets ($) | $424,822,000 | 225 |
| Non-managed Assets ($) | $10,704,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,240,000 | 196 |
| 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 | $814,000 | 238 |
| Number of Managed Accounts | $807,000 | 184 |
| Number of Non-Managed Accounts | $7,000 | 361 |
| Total fiduciary and related assets | $427,032,000 | 276 |
| Managed Assets ($) | $415,480,000 | 228 |
| Non-managed Assets ($) | $11,552,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,088,000 | 198 |
| 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 | $791,000 | 259 |
| Number of Managed Accounts | $784,000 | 194 |
| Number of Non-Managed Accounts | $7,000 | 885 |
| Total fiduciary and related assets | $392,120,000 | 285 |
| Managed Assets ($) | $381,305,000 | 239 |
| Non-managed Assets ($) | $10,815,000 | 601 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,908,000 | 201 |
| 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 | $760,000 | 250 |
| Number of Managed Accounts | $752,000 | 196 |
| Number of Non-Managed Accounts | $8,000 | 343 |
| Total fiduciary and related assets | $371,127,000 | 293 |
| Managed Assets ($) | $359,791,000 | 242 |
| Non-managed Assets ($) | $11,336,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,900,000 | 200 |
| 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 | $757,000 | 244 |
| Number of Managed Accounts | $749,000 | 193 |
| Number of Non-Managed Accounts | $8,000 | 346 |
| Total fiduciary and related assets | $358,973,000 | 292 |
| Managed Assets ($) | $347,569,000 | 240 |
| Non-managed Assets ($) | $11,404,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 201 |
| 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 | $731,000 | 252 |
| Number of Managed Accounts | $722,000 | 198 |
| Number of Non-Managed Accounts | $9,000 | 343 |
| Total fiduciary and related assets | $362,551,000 | 289 |
| Managed Assets ($) | $350,089,000 | 240 |
| Non-managed Assets ($) | $12,462,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $951,000 | 203 |
| 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 | $689,000 | 288 |
| Number of Managed Accounts | $681,000 | 221 |
| Number of Non-Managed Accounts | $8,000 | 891 |
| Total fiduciary and related assets | $341,653,000 | 295 |
| Managed Assets ($) | $331,009,000 | 245 |
| Non-managed Assets ($) | $10,644,000 | 593 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,395,000 | 186 |
| 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 | $659,000 | 263 |
| Number of Managed Accounts | $650,000 | 215 |
| Number of Non-Managed Accounts | $9,000 | 361 |
| Total fiduciary and related assets | $316,230,000 | 298 |
| Managed Assets ($) | $306,401,000 | 252 |
| Non-managed Assets ($) | $9,829,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 187 |
| 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 | $518,000 | 298 |
| Number of Managed Accounts | $509,000 | 247 |
| Number of Non-Managed Accounts | $9,000 | 362 |
| Total fiduciary and related assets | $333,095,000 | 296 |
| Managed Assets ($) | $320,181,000 | 253 |
| Non-managed Assets ($) | $12,914,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 193 |
| 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 | $466,000 | 312 |
| Number of Managed Accounts | $457,000 | 262 |
| Number of Non-Managed Accounts | $9,000 | 364 |
| Total fiduciary and related assets | $316,034,000 | 310 |
| Managed Assets ($) | $302,411,000 | 263 |
| Non-managed Assets ($) | $13,623,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $813,000 | 199 |
| 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 | $442,000 | 395 |
| Number of Managed Accounts | $434,000 | 312 |
| Number of Non-Managed Accounts | $8,000 | 928 |
| Total fiduciary and related assets | $296,422,000 | 321 |
| Managed Assets ($) | $285,168,000 | 271 |
| Non-managed Assets ($) | $11,254,000 | 592 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,842,000 | 205 |
| 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 | $412,000 | 314 |
| Number of Managed Accounts | $406,000 | 274 |
| Number of Non-Managed Accounts | $6,000 | 369 |
| Total fiduciary and related assets | $267,541,000 | 323 |
| Managed Assets ($) | $259,596,000 | 276 |
| Non-managed Assets ($) | $7,945,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,058,000 | 211 |
| 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 | $406,000 | 314 |
| Number of Managed Accounts | $400,000 | 275 |
| Number of Non-Managed Accounts | $6,000 | 367 |
| Total fiduciary and related assets | $254,180,000 | 328 |
| Managed Assets ($) | $246,960,000 | 271 |
| Non-managed Assets ($) | $7,220,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,337,000 | 213 |
| 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 | $397,000 | 321 |
| Number of Managed Accounts | $391,000 | 278 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $252,375,000 | 339 |
| Managed Assets ($) | $244,375,000 | 280 |
| Non-managed Assets ($) | $8,000,000 | 353 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 219 |
| 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 | $394,000 | 436 |
| Number of Managed Accounts | $387,000 | 337 |
| Number of Non-Managed Accounts | $7,000 | 965 |
| Total fiduciary and related assets | $233,553,000 | 364 |
| Managed Assets ($) | $223,429,000 | 299 |
| Non-managed Assets ($) | $10,124,000 | 620 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,244,000 | 230 |
| 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 | $404,000 | 316 |
| Number of Managed Accounts | $399,000 | 276 |
| Number of Non-Managed Accounts | $5,000 | 362 |
| Total fiduciary and related assets | $225,989,000 | 332 |
| Managed Assets ($) | $219,529,000 | 289 |
| Non-managed Assets ($) | $6,460,000 | 343 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,647,000 | 233 |
| 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 | $405,000 | 320 |
| Number of Managed Accounts | $400,000 | 277 |
| Number of Non-Managed Accounts | $5,000 | 373 |
| Total fiduciary and related assets | $210,573,000 | 340 |
| Managed Assets ($) | $205,167,000 | 293 |
| Non-managed Assets ($) | $5,406,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,064,000 | 236 |
| 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 | $393,000 | 320 |
| Number of Managed Accounts | $388,000 | 281 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $194,065,000 | 344 |
| Managed Assets ($) | $189,791,000 | 297 |
| Non-managed Assets ($) | $4,274,000 | 351 |
| Memoranda | ||
| Gross Fiduciary activities income | $510,000 | 244 |
| 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 | $393,000 | 443 |
| Number of Managed Accounts | $388,000 | 339 |
| Number of Non-Managed Accounts | $5,000 | 1,031 |
| Total fiduciary and related assets | $199,560,000 | 383 |
| Managed Assets ($) | $194,723,000 | 317 |
| Non-managed Assets ($) | $4,837,000 | 723 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,102,000 | 256 |
| 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 | $451,000 | 325 |
| Number of Managed Accounts | $446,000 | 271 |
| Number of Non-Managed Accounts | $5,000 | 394 |
| Total fiduciary and related assets | $204,840,000 | 366 |
| Managed Assets ($) | $198,040,000 | 315 |
| Non-managed Assets ($) | $6,800,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,618,000 | 257 |
| 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 | $451,000 | 328 |
| Number of Managed Accounts | $446,000 | 274 |
| Number of Non-Managed Accounts | $5,000 | 401 |
| Total fiduciary and related assets | $210,520,000 | 377 |
| Managed Assets ($) | $203,420,000 | 323 |
| Non-managed Assets ($) | $7,100,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,085,000 | 264 |
| 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 | $444,000 | 333 |
| Number of Managed Accounts | $439,000 | 280 |
| Number of Non-Managed Accounts | $5,000 | 400 |
| Total fiduciary and related assets | $223,037,000 | 385 |
| Managed Assets ($) | $215,820,000 | 329 |
| Non-managed Assets ($) | $7,217,000 | 374 |
| Memoranda | ||
| Gross Fiduciary activities income | $539,000 | 265 |
| 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 | $418,000 | 433 |
| Number of Managed Accounts | $413,000 | 319 |
| Number of Non-Managed Accounts | $5,000 | 1,044 |
| Total fiduciary and related assets | $228,735,000 | 404 |
| Managed Assets ($) | $221,046,000 | 340 |
| Non-managed Assets ($) | $7,689,000 | 694 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,847,000 | 294 |
| 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 | $369,000 | 341 |
| Number of Managed Accounts | $364,000 | 295 |
| Number of Non-Managed Accounts | $5,000 | 383 |
| Total fiduciary and related assets | $207,454,000 | 367 |
| Managed Assets ($) | $199,762,000 | 329 |
| Non-managed Assets ($) | $7,692,000 | 358 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,294,000 | 300 |
| 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 | $301,000 | 359 |
| Number of Managed Accounts | $296,000 | 313 |
| Number of Non-Managed Accounts | $5,000 | 391 |
| Total fiduciary and related assets | $193,208,000 | 380 |
| Managed Assets ($) | $185,602,000 | 340 |
| Non-managed Assets ($) | $7,606,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | $806,000 | 314 |
| 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 | $276,000 | 364 |
| Number of Managed Accounts | $271,000 | 322 |
| Number of Non-Managed Accounts | $5,000 | 392 |
| Total fiduciary and related assets | $169,250,000 | 384 |
| Managed Assets ($) | $162,177,000 | 350 |
| Non-managed Assets ($) | $7,073,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 332 |
| 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 | $238,000 | 596 |
| Number of Managed Accounts | $233,000 | 465 |
| Number of Non-Managed Accounts | $5,000 | 1,069 |
| Total fiduciary and related assets | $160,065,000 | 480 |
| Managed Assets ($) | $153,011,000 | 404 |
| Non-managed Assets ($) | $7,054,000 | 716 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 377 |
| 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 | $196,000 | 373 |
| Number of Managed Accounts | $191,000 | 336 |
| Number of Non-Managed Accounts | $5,000 | 381 |
| Total fiduciary and related assets | $129,510,000 | 379 |
| Managed Assets ($) | $123,048,000 | 343 |
| Non-managed Assets ($) | $6,462,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $753,000 | 394 |
| 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 | $169,000 | 383 |
| Number of Managed Accounts | $165,000 | 351 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $114,305,000 | 387 |
| Managed Assets ($) | $107,959,000 | 349 |
| Non-managed Assets ($) | $6,346,000 | 367 |
| Memoranda | ||
| Gross Fiduciary activities income | $476,000 | 419 |
| 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 | $131,000 | 401 |
| Number of Managed Accounts | $127,000 | 367 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $103,292,000 | 397 |
| Managed Assets ($) | $96,923,000 | 360 |
| Non-managed Assets ($) | $6,369,000 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $227,000 | 441 |
| 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 | $99,000 | 916 |
| Number of Managed Accounts | $95,000 | 761 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $91,251,000 | 617 |
| Managed Assets ($) | $85,432,000 | 535 |
| Non-managed Assets ($) | $5,819,000 | 749 |
| Memoranda | ||
| Gross Fiduciary activities income | $497,000 | 587 |
| 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 | $75,000 | 402 |
| Number of Managed Accounts | $75,000 | 371 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $65,444,000 | 399 |
| Managed Assets ($) | $65,444,000 | 364 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $348,000 | 597 |
| 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 | $73,000 | 422 |
| Number of Managed Accounts | $73,000 | 386 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $64,053,000 | 416 |
| Managed Assets ($) | $64,053,000 | 378 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $212,000 | 624 |
| 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 | $56,000 | 431 |
| Number of Managed Accounts | $56,000 | 396 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $48,918,000 | 425 |
| Managed Assets ($) | $48,918,000 | 383 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,000 | 646 |
| 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 | $37,000 | 1,221 |
| Number of Managed Accounts | $37,000 | 1,027 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $37,980,000 | 846 |
| Managed Assets ($) | $37,980,000 | 734 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000 | 959 |
| 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 | $19,000 | 1,146 |