Home > Whitney Bank > Fiduciary and Related Services
Whitney Bank, Fiduciary and Related Services
| 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 | $1,767,000 | 129 |
| Number of Managed Accounts | $1,304,000 | 131 |
| Number of Non-Managed Accounts | $463,000 | 113 |
| Total fiduciary and related assets | $5,064,918,000 | 71 |
| Managed Assets ($) | $2,628,965,000 | 70 |
| Non-managed Assets ($) | $2,435,953,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,055,000 | 86 |
| 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 | $1,784,000 | 123 |
| Number of Managed Accounts | $1,315,000 | 121 |
| Number of Non-Managed Accounts | $469,000 | 98 |
| Total fiduciary and related assets | $4,849,905,000 | 71 |
| Managed Assets ($) | $2,557,172,000 | 71 |
| Non-managed Assets ($) | $2,292,733,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,599,000 | 84 |
| 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 | $1,785,000 | 124 |
| Number of Managed Accounts | $1,330,000 | 118 |
| Number of Non-Managed Accounts | $455,000 | 101 |
| Total fiduciary and related assets | $4,865,425,000 | 70 |
| Managed Assets ($) | $2,515,058,000 | 72 |
| Non-managed Assets ($) | $2,350,367,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,393,000 | 85 |
| 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 | $1,794,000 | 125 |
| Number of Managed Accounts | $1,344,000 | 118 |
| Number of Non-Managed Accounts | $450,000 | 102 |
| Total fiduciary and related assets | $4,894,154,000 | 69 |
| Managed Assets ($) | $2,521,061,000 | 72 |
| Non-managed Assets ($) | $2,373,093,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,966,000 | 85 |
| 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 | $1,825,000 | 127 |
| Number of Managed Accounts | $1,357,000 | 119 |
| Number of Non-Managed Accounts | $468,000 | 114 |
| Total fiduciary and related assets | $4,832,826,000 | 69 |
| Managed Assets ($) | $2,462,606,000 | 71 |
| Non-managed Assets ($) | $2,370,220,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,484,000 | 74 |
| 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 | $1,804,000 | 122 |
| Number of Managed Accounts | $1,349,000 | 119 |
| Number of Non-Managed Accounts | $455,000 | 96 |
| Total fiduciary and related assets | $4,982,758,000 | 66 |
| Managed Assets ($) | $2,516,641,000 | 69 |
| Non-managed Assets ($) | $2,466,117,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,163,000 | 73 |
| 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 | $1,769,000 | 123 |
| Number of Managed Accounts | $1,373,000 | 113 |
| Number of Non-Managed Accounts | $396,000 | 107 |
| Total fiduciary and related assets | $4,971,604,000 | 67 |
| Managed Assets ($) | $2,512,549,000 | 67 |
| Non-managed Assets ($) | $2,459,055,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,961,000 | 72 |
| 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 | $1,804,000 | 120 |
| Number of Managed Accounts | $1,374,000 | 112 |
| Number of Non-Managed Accounts | $430,000 | 102 |
| Total fiduciary and related assets | $4,479,547,000 | 69 |
| Managed Assets ($) | $2,586,475,000 | 67 |
| Non-managed Assets ($) | $1,893,072,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,684,000 | 67 |
| 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 | $2,076,000 | 103 |
| Number of Managed Accounts | $1,662,000 | 95 |
| Number of Non-Managed Accounts | $414,000 | 124 |
| Total fiduciary and related assets | $4,584,280,000 | 68 |
| Managed Assets ($) | $2,735,541,000 | 61 |
| Non-managed Assets ($) | $1,848,739,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,599,000 | 83 |
| 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 | $2,219,000 | 95 |
| Number of Managed Accounts | $1,758,000 | 90 |
| Number of Non-Managed Accounts | $461,000 | 98 |
| Total fiduciary and related assets | $4,547,135,000 | 69 |
| Managed Assets ($) | $2,587,885,000 | 63 |
| Non-managed Assets ($) | $1,959,250,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,007,000 | 91 |
| 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 | $2,256,000 | 97 |
| Number of Managed Accounts | $1,789,000 | 92 |
| Number of Non-Managed Accounts | $467,000 | 100 |
| Total fiduciary and related assets | $4,733,381,000 | 69 |
| Managed Assets ($) | $2,751,798,000 | 63 |
| Non-managed Assets ($) | $1,981,583,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,540,000 | 124 |
| 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 | $688,000 | 260 |
| Number of Managed Accounts | $336,000 | 304 |
| Number of Non-Managed Accounts | $352,000 | 119 |
| Total fiduciary and related assets | $2,101,958,000 | 104 |
| Managed Assets ($) | $422,111,000 | 213 |
| Non-managed Assets ($) | $1,679,847,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,244,000 | 146 |
| 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 | $695,000 | 287 |
| Number of Managed Accounts | $332,000 | 377 |
| Number of Non-Managed Accounts | $363,000 | 145 |
| Total fiduciary and related assets | $2,083,699,000 | 103 |
| Managed Assets ($) | $410,769,000 | 215 |
| Non-managed Assets ($) | $1,672,930,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,664,000 | 132 |
| 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 | $690,000 | 262 |
| Number of Managed Accounts | $320,000 | 297 |
| Number of Non-Managed Accounts | $370,000 | 121 |
| Total fiduciary and related assets | $2,163,898,000 | 100 |
| Managed Assets ($) | $419,812,000 | 201 |
| Non-managed Assets ($) | $1,744,086,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,142,000 | 133 |
| 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 | $694,000 | 260 |
| Number of Managed Accounts | $324,000 | 294 |
| Number of Non-Managed Accounts | $370,000 | 121 |
| Total fiduciary and related assets | $2,296,568,000 | 95 |
| Managed Assets ($) | $434,597,000 | 186 |
| Non-managed Assets ($) | $1,861,971,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,762,000 | 135 |
| 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 | $898,000 | 217 |
| Number of Managed Accounts | $312,000 | 302 |
| Number of Non-Managed Accounts | $586,000 | 96 |
| Total fiduciary and related assets | $2,411,448,000 | 97 |
| Managed Assets ($) | $451,329,000 | 189 |
| Non-managed Assets ($) | $1,960,119,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 140 |
| 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 | $909,000 | 234 |
| Number of Managed Accounts | $312,000 | 384 |
| Number of Non-Managed Accounts | $597,000 | 114 |
| Total fiduciary and related assets | $2,370,329,000 | 98 |
| Managed Assets ($) | $433,045,000 | 196 |
| Non-managed Assets ($) | $1,937,284,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,525,000 | 136 |
| 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 | $886,000 | 228 |
| Number of Managed Accounts | $293,000 | 297 |
| Number of Non-Managed Accounts | $593,000 | 95 |
| Total fiduciary and related assets | $2,657,286,000 | 93 |
| Managed Assets ($) | $792,883,000 | 133 |
| Non-managed Assets ($) | $1,864,403,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,155,000 | 135 |
| 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 | $889,000 | 230 |
| Number of Managed Accounts | $288,000 | 305 |
| Number of Non-Managed Accounts | $601,000 | 94 |
| Total fiduciary and related assets | $2,748,518,000 | 88 |
| Managed Assets ($) | $794,206,000 | 125 |
| Non-managed Assets ($) | $1,954,312,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,722,000 | 137 |
| 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 | $891,000 | 230 |
| Number of Managed Accounts | $288,000 | 304 |
| Number of Non-Managed Accounts | $603,000 | 93 |
| Total fiduciary and related assets | $2,839,038,000 | 84 |
| Managed Assets ($) | $787,624,000 | 122 |
| Non-managed Assets ($) | $2,051,414,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,257,000 | 141 |
| 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 | $874,000 | 257 |
| Number of Managed Accounts | $291,000 | 403 |
| Number of Non-Managed Accounts | $583,000 | 118 |
| Total fiduciary and related assets | $2,820,806,000 | 90 |
| Managed Assets ($) | $704,635,000 | 146 |
| Non-managed Assets ($) | $2,116,171,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,896,000 | 141 |
| 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 | $879,000 | 232 |
| Number of Managed Accounts | $286,000 | 318 |
| Number of Non-Managed Accounts | $593,000 | 99 |
| Total fiduciary and related assets | $2,891,289,000 | 89 |
| Managed Assets ($) | $699,801,000 | 149 |
| Non-managed Assets ($) | $2,191,488,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,493,000 | 143 |
| 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 | $865,000 | 239 |
| Number of Managed Accounts | $275,000 | 326 |
| Number of Non-Managed Accounts | $590,000 | 103 |
| Total fiduciary and related assets | $2,946,834,000 | 95 |
| Managed Assets ($) | $759,530,000 | 152 |
| Non-managed Assets ($) | $2,187,304,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,976,000 | 145 |
| 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 | $861,000 | 244 |
| Number of Managed Accounts | $277,000 | 326 |
| Number of Non-Managed Accounts | $584,000 | 102 |
| Total fiduciary and related assets | $3,084,408,000 | 96 |
| Managed Assets ($) | $778,569,000 | 156 |
| Non-managed Assets ($) | $2,305,839,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,377,000 | 149 |
| 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 | $850,000 | 264 |
| Number of Managed Accounts | $268,000 | 429 |
| Number of Non-Managed Accounts | $582,000 | 118 |
| Total fiduciary and related assets | $2,933,131,000 | 97 |
| Managed Assets ($) | $632,299,000 | 167 |
| Non-managed Assets ($) | $2,300,832,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,388,000 | 152 |
| 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 | $837,000 | 242 |
| Number of Managed Accounts | $268,000 | 319 |
| Number of Non-Managed Accounts | $569,000 | 96 |
| Total fiduciary and related assets | $2,490,510,000 | 109 |
| Managed Assets ($) | $628,368,000 | 174 |
| Non-managed Assets ($) | $1,862,142,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,013,000 | 149 |
| 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 | $827,000 | 248 |
| Number of Managed Accounts | $265,000 | 325 |
| Number of Non-Managed Accounts | $562,000 | 99 |
| Total fiduciary and related assets | $2,467,281,000 | 114 |
| Managed Assets ($) | $614,656,000 | 182 |
| Non-managed Assets ($) | $1,852,625,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,704,000 | 157 |
| 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 | $819,000 | 246 |
| Number of Managed Accounts | $268,000 | 326 |
| Number of Non-Managed Accounts | $551,000 | 99 |
| Total fiduciary and related assets | $2,574,734,000 | 108 |
| Managed Assets ($) | $582,649,000 | 182 |
| Non-managed Assets ($) | $1,992,085,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,255,000 | 157 |
| 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 | $817,000 | 265 |
| Number of Managed Accounts | $265,000 | 428 |
| Number of Non-Managed Accounts | $552,000 | 119 |
| Total fiduciary and related assets | $2,345,572,000 | 110 |
| Managed Assets ($) | $503,086,000 | 199 |
| Non-managed Assets ($) | $1,842,486,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,404,000 | 171 |
| 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 | $815,000 | 246 |
| Number of Managed Accounts | $279,000 | 313 |
| Number of Non-Managed Accounts | $536,000 | 104 |
| Total fiduciary and related assets | $2,270,922,000 | 115 |
| Managed Assets ($) | $493,590,000 | 202 |
| Non-managed Assets ($) | $1,777,332,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,159,000 | 179 |
| 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 | $794,000 | 252 |
| Number of Managed Accounts | $282,000 | 316 |
| Number of Non-Managed Accounts | $512,000 | 110 |
| Total fiduciary and related assets | $1,659,857,000 | 137 |
| Managed Assets ($) | $450,471,000 | 217 |
| Non-managed Assets ($) | $1,209,386,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,093,000 | 189 |
| 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 | $783,000 | 255 |
| Number of Managed Accounts | $277,000 | 327 |
| Number of Non-Managed Accounts | $506,000 | 109 |
| Total fiduciary and related assets | $1,729,050,000 | 136 |
| Managed Assets ($) | $430,031,000 | 220 |
| Non-managed Assets ($) | $1,299,019,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $989,000 | 190 |
| 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 | $796,000 | 276 |
| Number of Managed Accounts | $288,000 | 418 |
| Number of Non-Managed Accounts | $508,000 | 131 |
| Total fiduciary and related assets | $1,663,419,000 | 138 |
| Managed Assets ($) | $393,034,000 | 229 |
| Non-managed Assets ($) | $1,270,385,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,759,000 | 188 |
| 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 | $772,000 | 250 |
| Number of Managed Accounts | $281,000 | 316 |
| Number of Non-Managed Accounts | $491,000 | 113 |
| Total fiduciary and related assets | $1,731,391,000 | 133 |
| Managed Assets ($) | $390,953,000 | 226 |
| Non-managed Assets ($) | $1,340,438,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,808,000 | 188 |
| 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 | $764,000 | 251 |
| Number of Managed Accounts | $276,000 | 327 |
| Number of Non-Managed Accounts | $488,000 | 116 |
| Total fiduciary and related assets | $1,745,349,000 | 129 |
| Managed Assets ($) | $387,394,000 | 224 |
| Non-managed Assets ($) | $1,357,955,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,860,000 | 184 |
| 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 | $740,000 | 258 |
| Number of Managed Accounts | $268,000 | 332 |
| Number of Non-Managed Accounts | $472,000 | 121 |
| Total fiduciary and related assets | $1,703,421,000 | 133 |
| Managed Assets ($) | $390,506,000 | 226 |
| Non-managed Assets ($) | $1,312,915,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 192 |
| 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 | $746,000 | 280 |
| Number of Managed Accounts | $268,000 | 436 |
| Number of Non-Managed Accounts | $478,000 | 150 |
| Total fiduciary and related assets | $1,725,478,000 | 134 |
| Managed Assets ($) | $321,970,000 | 246 |
| Non-managed Assets ($) | $1,403,508,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,394,000 | 193 |
| 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 | $726,000 | 253 |
| Number of Managed Accounts | $266,000 | 319 |
| Number of Non-Managed Accounts | $460,000 | 126 |
| Total fiduciary and related assets | $1,754,000,000 | 133 |
| Managed Assets ($) | $321,105,000 | 236 |
| Non-managed Assets ($) | $1,432,895,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,447,000 | 195 |
| 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 | $583,000 | 298 |
| Number of Managed Accounts | $294,000 | 319 |
| Number of Non-Managed Accounts | $289,000 | 153 |
| Total fiduciary and related assets | $1,816,152,000 | 131 |
| Managed Assets ($) | $354,571,000 | 228 |
| Non-managed Assets ($) | $1,461,581,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,603,000 | 200 |
| 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 | $579,000 | 298 |
| Number of Managed Accounts | $284,000 | 325 |
| Number of Non-Managed Accounts | $295,000 | 152 |
| Total fiduciary and related assets | $1,900,932,000 | 130 |
| Managed Assets ($) | $379,461,000 | 223 |
| Non-managed Assets ($) | $1,521,471,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $730,000 | 208 |
| 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 | $672,000 | 314 |
| Number of Managed Accounts | $290,000 | 418 |
| Number of Non-Managed Accounts | $382,000 | 177 |
| Total fiduciary and related assets | $1,854,587,000 | 137 |
| Managed Assets ($) | $355,989,000 | 236 |
| Non-managed Assets ($) | $1,498,598,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,884,000 | 207 |
| 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 | $637,000 | 293 |
| Number of Managed Accounts | $279,000 | 333 |
| Number of Non-Managed Accounts | $358,000 | 159 |
| Total fiduciary and related assets | $1,673,920,000 | 144 |
| Managed Assets ($) | $241,111,000 | 284 |
| Non-managed Assets ($) | $1,432,809,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,050,000 | 223 |
| 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 | $624,000 | 300 |
| Number of Managed Accounts | $285,000 | 332 |
| Number of Non-Managed Accounts | $339,000 | 166 |
| Total fiduciary and related assets | $1,656,997,000 | 149 |
| Managed Assets ($) | $266,317,000 | 268 |
| Non-managed Assets ($) | $1,390,680,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 220 |
| 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 | $624,000 | 302 |
| Number of Managed Accounts | $285,000 | 344 |
| Number of Non-Managed Accounts | $339,000 | 172 |
| Total fiduciary and related assets | $1,608,934,000 | 149 |
| Managed Assets ($) | $233,345,000 | 288 |
| Non-managed Assets ($) | $1,375,589,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $690,000 | 234 |
| 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 | $630,000 | 345 |
| Number of Managed Accounts | $272,000 | 460 |
| Number of Non-Managed Accounts | $358,000 | 203 |
| Total fiduciary and related assets | $1,685,105,000 | 145 |
| Managed Assets ($) | $229,906,000 | 294 |
| Non-managed Assets ($) | $1,455,199,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,950,000 | 226 |
| 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 | $547,000 | 359 |
| Number of Managed Accounts | $238,000 | 475 |
| Number of Non-Managed Accounts | $309,000 | 214 |
| Total fiduciary and related assets | $1,735,583,000 | 134 |
| Managed Assets ($) | $170,095,000 | 355 |
| Non-managed Assets ($) | $1,565,488,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,575,000 | 249 |
| 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 | $2,645,000 | 246 |
| 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 | $2,013,000 | 328 |
| 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 | $1,340,000 | 396 |
| 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 | $1,197,000 | 424 |
| 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 | $987,000 | 509 |
| 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 | $1,103,000 | 513 |
| 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 | $1,147,000 | 493 |
| 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 | $1,226,000 | 497 |
| 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 | $1,109,000 | 527 |