Home > Whitney National Bank > Fiduciary and Related Services
Whitney National Bank, Fiduciary and Related Services
| 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 | $1,614,000 | 132 |
| Number of Managed Accounts | $1,493,000 | 104 |
| Number of Non-Managed Accounts | $121,000 | 197 |
| Total fiduciary and related assets | $2,631,950,000 | 91 |
| Managed Assets ($) | $2,258,086,000 | 74 |
| Non-managed Assets ($) | $373,864,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,055,000 | 83 |
| 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 | $1,628,000 | 138 |
| Number of Managed Accounts | $1,503,000 | 103 |
| Number of Non-Managed Accounts | $125,000 | 291 |
| Total fiduciary and related assets | $2,563,683,000 | 93 |
| Managed Assets ($) | $2,202,627,000 | 75 |
| Non-managed Assets ($) | $361,056,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,868,000 | 83 |
| 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 | $1,637,000 | 130 |
| Number of Managed Accounts | $1,505,000 | 99 |
| Number of Non-Managed Accounts | $132,000 | 195 |
| Total fiduciary and related assets | $2,464,795,000 | 93 |
| Managed Assets ($) | $2,120,904,000 | 72 |
| Non-managed Assets ($) | $343,891,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,787,000 | 83 |
| 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 | $1,649,000 | 130 |
| Number of Managed Accounts | $1,506,000 | 98 |
| Number of Non-Managed Accounts | $143,000 | 184 |
| Total fiduciary and related assets | $2,379,803,000 | 93 |
| Managed Assets ($) | $2,053,135,000 | 72 |
| Non-managed Assets ($) | $326,668,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,984,000 | 83 |
| 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 | $1,661,000 | 128 |
| Number of Managed Accounts | $1,506,000 | 97 |
| Number of Non-Managed Accounts | $155,000 | 182 |
| Total fiduciary and related assets | $2,478,926,000 | 95 |
| Managed Assets ($) | $2,122,435,000 | 74 |
| Non-managed Assets ($) | $356,491,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,908,000 | 85 |
| 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 | $1,672,000 | 137 |
| Number of Managed Accounts | $1,515,000 | 100 |
| Number of Non-Managed Accounts | $157,000 | 255 |
| Total fiduciary and related assets | $2,502,246,000 | 94 |
| Managed Assets ($) | $2,171,087,000 | 70 |
| Non-managed Assets ($) | $331,159,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,984,000 | 83 |
| 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 | $1,697,000 | 127 |
| Number of Managed Accounts | $1,529,000 | 95 |
| Number of Non-Managed Accounts | $168,000 | 169 |
| Total fiduciary and related assets | $2,469,912,000 | 95 |
| Managed Assets ($) | $2,148,381,000 | 71 |
| Non-managed Assets ($) | $321,531,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,018,000 | 81 |
| 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 | $1,732,000 | 121 |
| Number of Managed Accounts | $1,554,000 | 97 |
| Number of Non-Managed Accounts | $178,000 | 167 |
| Total fiduciary and related assets | $2,357,007,000 | 96 |
| Managed Assets ($) | $2,066,621,000 | 71 |
| Non-managed Assets ($) | $290,386,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,153,000 | 80 |
| 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 | $1,787,000 | 116 |
| Number of Managed Accounts | $1,602,000 | 95 |
| Number of Non-Managed Accounts | $185,000 | 164 |
| Total fiduciary and related assets | $2,404,950,000 | 97 |
| Managed Assets ($) | $2,135,722,000 | 69 |
| Non-managed Assets ($) | $269,228,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,966,000 | 82 |
| 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 | $1,826,000 | 131 |
| Number of Managed Accounts | $1,631,000 | 99 |
| Number of Non-Managed Accounts | $195,000 | 236 |
| Total fiduciary and related assets | $2,463,151,000 | 98 |
| Managed Assets ($) | $2,176,272,000 | 71 |
| Non-managed Assets ($) | $286,879,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,948,000 | 87 |
| 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 | $1,611,000 | 129 |
| Number of Managed Accounts | $1,442,000 | 105 |
| Number of Non-Managed Accounts | $169,000 | 179 |
| Total fiduciary and related assets | $2,536,479,000 | 99 |
| Managed Assets ($) | $2,215,747,000 | 76 |
| Non-managed Assets ($) | $320,732,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,964,000 | 87 |
| 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 | $1,635,000 | 133 |
| Number of Managed Accounts | $1,472,000 | 103 |
| Number of Non-Managed Accounts | $163,000 | 186 |
| Total fiduciary and related assets | $2,292,801,000 | 107 |
| Managed Assets ($) | $1,962,834,000 | 87 |
| Non-managed Assets ($) | $329,967,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,775,000 | 88 |
| 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 | $1,661,000 | 132 |
| Number of Managed Accounts | $1,496,000 | 102 |
| Number of Non-Managed Accounts | $165,000 | 184 |
| Total fiduciary and related assets | $2,323,536,000 | 111 |
| Managed Assets ($) | $1,985,078,000 | 87 |
| Non-managed Assets ($) | $338,458,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,409,000 | 89 |
| 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 | $1,666,000 | 137 |
| Number of Managed Accounts | $1,504,000 | 104 |
| Number of Non-Managed Accounts | $162,000 | 265 |
| Total fiduciary and related assets | $2,412,325,000 | 112 |
| Managed Assets ($) | $2,068,049,000 | 84 |
| Non-managed Assets ($) | $344,276,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,969,000 | 90 |
| 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 | $1,638,000 | 130 |
| Number of Managed Accounts | $1,472,000 | 104 |
| Number of Non-Managed Accounts | $166,000 | 177 |
| Total fiduciary and related assets | $2,301,957,000 | 113 |
| Managed Assets ($) | $1,955,101,000 | 87 |
| Non-managed Assets ($) | $346,856,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,615,000 | 90 |
| 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 | $1,647,000 | 130 |
| Number of Managed Accounts | $1,481,000 | 104 |
| Number of Non-Managed Accounts | $166,000 | 183 |
| Total fiduciary and related assets | $2,400,746,000 | 118 |
| Managed Assets ($) | $1,983,509,000 | 89 |
| Non-managed Assets ($) | $417,237,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,371,000 | 92 |
| 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 | $1,656,000 | 128 |
| Number of Managed Accounts | $1,481,000 | 103 |
| Number of Non-Managed Accounts | $175,000 | 179 |
| Total fiduciary and related assets | $2,365,516,000 | 114 |
| Managed Assets ($) | $1,914,912,000 | 89 |
| Non-managed Assets ($) | $450,604,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,107,000 | 95 |
| 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 | $1,673,000 | 136 |
| Number of Managed Accounts | $1,489,000 | 104 |
| Number of Non-Managed Accounts | $184,000 | 251 |
| Total fiduciary and related assets | $2,282,907,000 | 114 |
| Managed Assets ($) | $1,836,145,000 | 84 |
| Non-managed Assets ($) | $446,762,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,268,000 | 95 |
| 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 | $1,698,000 | 132 |
| Number of Managed Accounts | $1,504,000 | 107 |
| Number of Non-Managed Accounts | $194,000 | 182 |
| Total fiduciary and related assets | $2,378,476,000 | 112 |
| Managed Assets ($) | $1,937,551,000 | 85 |
| Non-managed Assets ($) | $440,925,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,159,000 | 102 |
| 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 | $1,377,000 | 161 |
| Number of Managed Accounts | $1,222,000 | 138 |
| Number of Non-Managed Accounts | $155,000 | 206 |
| Total fiduciary and related assets | $1,962,106,000 | 127 |
| Managed Assets ($) | $1,537,316,000 | 105 |
| Non-managed Assets ($) | $424,790,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,049,000 | 108 |
| 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 | $1,403,000 | 158 |
| Number of Managed Accounts | $1,226,000 | 140 |
| Number of Non-Managed Accounts | $177,000 | 198 |
| Total fiduciary and related assets | $2,171,472,000 | 120 |
| Managed Assets ($) | $1,665,150,000 | 99 |
| Non-managed Assets ($) | $506,322,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,520,000 | 107 |
| 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 | $1,401,000 | 167 |
| Number of Managed Accounts | $1,218,000 | 138 |
| Number of Non-Managed Accounts | $183,000 | 268 |
| Total fiduciary and related assets | $1,928,695,000 | 126 |
| Managed Assets ($) | $1,397,987,000 | 105 |
| Non-managed Assets ($) | $530,708,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,483,000 | 109 |
| 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 | $1,400,000 | 151 |
| Number of Managed Accounts | $1,213,000 | 135 |
| Number of Non-Managed Accounts | $187,000 | 190 |
| Total fiduciary and related assets | $1,912,217,000 | 128 |
| Managed Assets ($) | $1,369,112,000 | 106 |
| Non-managed Assets ($) | $543,105,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,126,000 | 109 |
| 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 | $1,415,000 | 150 |
| Number of Managed Accounts | $1,222,000 | 131 |
| Number of Non-Managed Accounts | $193,000 | 188 |
| Total fiduciary and related assets | $1,892,164,000 | 124 |
| Managed Assets ($) | $1,378,915,000 | 104 |
| Non-managed Assets ($) | $513,249,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,808,000 | 107 |
| 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 | $1,421,000 | 154 |
| Number of Managed Accounts | $1,228,000 | 131 |
| Number of Non-Managed Accounts | $193,000 | 191 |
| Total fiduciary and related assets | $1,890,479,000 | 127 |
| Managed Assets ($) | $1,359,605,000 | 108 |
| Non-managed Assets ($) | $530,874,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,356,000 | 109 |
| 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 | $1,457,000 | 165 |
| Number of Managed Accounts | $1,235,000 | 132 |
| Number of Non-Managed Accounts | $222,000 | 243 |
| Total fiduciary and related assets | $1,928,091,000 | 130 |
| Managed Assets ($) | $1,385,563,000 | 108 |
| Non-managed Assets ($) | $542,528,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,959,000 | 110 |
| 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 | $1,480,000 | 152 |
| Number of Managed Accounts | $1,252,000 | 128 |
| Number of Non-Managed Accounts | $228,000 | 175 |
| Total fiduciary and related assets | $1,878,812,000 | 128 |
| Managed Assets ($) | $1,364,431,000 | 105 |
| Non-managed Assets ($) | $514,381,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,696,000 | 112 |
| 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 | $1,479,000 | 152 |
| Number of Managed Accounts | $1,231,000 | 133 |
| Number of Non-Managed Accounts | $248,000 | 170 |
| Total fiduciary and related assets | $1,887,708,000 | 129 |
| Managed Assets ($) | $1,406,273,000 | 103 |
| Non-managed Assets ($) | $481,435,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,492,000 | 115 |
| 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 | $1,523,000 | 144 |
| Number of Managed Accounts | $1,235,000 | 136 |
| Number of Non-Managed Accounts | $288,000 | 153 |
| Total fiduciary and related assets | $1,857,601,000 | 132 |
| Managed Assets ($) | $1,369,277,000 | 109 |
| Non-managed Assets ($) | $488,324,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,189,000 | 117 |
| 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 | $1,478,000 | 164 |
| Number of Managed Accounts | $1,216,000 | 143 |
| Number of Non-Managed Accounts | $262,000 | 228 |
| Total fiduciary and related assets | $1,781,536,000 | 138 |
| Managed Assets ($) | $1,290,614,000 | 114 |
| Non-managed Assets ($) | $490,922,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,126,000 | 119 |
| 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 | $1,514,000 | 156 |
| Number of Managed Accounts | $1,295,000 | 131 |
| Number of Non-Managed Accounts | $219,000 | 199 |
| Total fiduciary and related assets | $1,584,281,000 | 151 |
| Managed Assets ($) | $1,190,288,000 | 119 |
| Non-managed Assets ($) | $393,993,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,104,000 | 126 |
| 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 | $1,552,000 | 154 |
| Number of Managed Accounts | $1,312,000 | 133 |
| Number of Non-Managed Accounts | $240,000 | 196 |
| Total fiduciary and related assets | $1,560,598,000 | 155 |
| Managed Assets ($) | $1,165,488,000 | 118 |
| Non-managed Assets ($) | $395,110,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,107,000 | 124 |
| 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 | $1,556,000 | 162 |
| Number of Managed Accounts | $1,327,000 | 134 |
| Number of Non-Managed Accounts | $229,000 | 203 |
| Total fiduciary and related assets | $1,476,281,000 | 153 |
| Managed Assets ($) | $1,118,218,000 | 119 |
| Non-managed Assets ($) | $358,063,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,049,000 | 130 |
| 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 | $1,579,000 | 165 |
| Number of Managed Accounts | $1,251,000 | 148 |
| Number of Non-Managed Accounts | $328,000 | 218 |
| Total fiduciary and related assets | $1,555,207,000 | 151 |
| Managed Assets ($) | $1,041,585,000 | 126 |
| Non-managed Assets ($) | $513,622,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,883,000 | 125 |
| 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 | $1,657,000 | 146 |
| Number of Managed Accounts | $1,282,000 | 132 |
| Number of Non-Managed Accounts | $375,000 | 182 |
| Total fiduciary and related assets | $1,972,259,000 | 126 |
| Managed Assets ($) | $1,261,978,000 | 113 |
| Non-managed Assets ($) | $710,281,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,415,000 | 123 |
| 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 | $9,206,000 | 123 |
| 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 | $8,511,000 | 148 |
| 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 | $6,739,000 | 170 |
| 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 | $4,851,000 | 200 |
| 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 | $3,714,000 | 255 |
| 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 | $3,394,000 | 284 |
| 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 | $2,775,000 | 312 |
| 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 | $2,740,000 | 318 |
| 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 | $2,821,000 | 318 |