Home > Renasant Bank > Fiduciary and Related Services
Renasant Bank, 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 | $595,000 | 333 |
| Number of Managed Accounts | $449,000 | 335 |
| Number of Non-Managed Accounts | $146,000 | 208 |
| Total fiduciary and related assets | $2,590,607,000 | 157 |
| Managed Assets ($) | $1,027,257,000 | 204 |
| Non-managed Assets ($) | $1,563,350,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,716,000 | 226 |
| 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 | $592,000 | 285 |
| Number of Managed Accounts | $443,000 | 280 |
| Number of Non-Managed Accounts | $149,000 | 158 |
| Total fiduciary and related assets | $2,514,508,000 | 154 |
| Managed Assets ($) | $957,967,000 | 208 |
| Non-managed Assets ($) | $1,556,541,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,098,000 | 224 |
| 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 | $570,000 | 327 |
| Number of Managed Accounts | $420,000 | 324 |
| Number of Non-Managed Accounts | $150,000 | 171 |
| Total fiduciary and related assets | $2,563,595,000 | 150 |
| Managed Assets ($) | $973,112,000 | 203 |
| Non-managed Assets ($) | $1,590,483,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,356,000 | 223 |
| 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 | $544,000 | 302 |
| Number of Managed Accounts | $420,000 | 292 |
| Number of Non-Managed Accounts | $124,000 | 181 |
| Total fiduciary and related assets | $2,561,555,000 | 156 |
| Managed Assets ($) | $985,277,000 | 210 |
| Non-managed Assets ($) | $1,576,278,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,654,000 | 232 |
| 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 | $601,000 | 341 |
| Number of Managed Accounts | $412,000 | 354 |
| Number of Non-Managed Accounts | $189,000 | 181 |
| Total fiduciary and related assets | $2,428,700,000 | 161 |
| Managed Assets ($) | $881,742,000 | 222 |
| Non-managed Assets ($) | $1,546,958,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,919,000 | 234 |
| 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 | $627,000 | 296 |
| Number of Managed Accounts | $420,000 | 299 |
| Number of Non-Managed Accounts | $207,000 | 143 |
| Total fiduciary and related assets | $2,410,689,000 | 157 |
| Managed Assets ($) | $829,046,000 | 218 |
| Non-managed Assets ($) | $1,581,643,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,314,000 | 230 |
| 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 | $638,000 | 281 |
| Number of Managed Accounts | $436,000 | 301 |
| Number of Non-Managed Accounts | $202,000 | 132 |
| Total fiduciary and related assets | $2,491,368,000 | 130 |
| Managed Assets ($) | $855,204,000 | 188 |
| Non-managed Assets ($) | $1,636,164,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,644,000 | 202 |
| 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 | $659,000 | 252 |
| Number of Managed Accounts | $436,000 | 266 |
| Number of Non-Managed Accounts | $223,000 | 123 |
| Total fiduciary and related assets | $2,700,457,000 | 133 |
| Managed Assets ($) | $1,001,014,000 | 182 |
| Non-managed Assets ($) | $1,699,443,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,972,000 | 187 |
| 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 | $673,000 | 282 |
| Number of Managed Accounts | $430,000 | 315 |
| Number of Non-Managed Accounts | $243,000 | 136 |
| Total fiduciary and related assets | $2,740,038,000 | 133 |
| Managed Assets ($) | $1,019,114,000 | 186 |
| Non-managed Assets ($) | $1,720,924,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,740,000 | 188 |
| 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 | $726,000 | 245 |
| Number of Managed Accounts | $438,000 | 263 |
| Number of Non-Managed Accounts | $288,000 | 106 |
| Total fiduciary and related assets | $2,793,815,000 | 129 |
| Managed Assets ($) | $964,141,000 | 188 |
| Non-managed Assets ($) | $1,829,674,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,855,000 | 184 |
| 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 | $734,000 | 261 |
| Number of Managed Accounts | $435,000 | 296 |
| Number of Non-Managed Accounts | $299,000 | 108 |
| Total fiduciary and related assets | $2,789,153,000 | 129 |
| Managed Assets ($) | $1,032,306,000 | 182 |
| Non-managed Assets ($) | $1,756,847,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,175,000 | 170 |
| 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 | $731,000 | 245 |
| Number of Managed Accounts | $421,000 | 268 |
| Number of Non-Managed Accounts | $310,000 | 102 |
| Total fiduciary and related assets | $2,633,261,000 | 131 |
| Managed Assets ($) | $885,428,000 | 191 |
| Non-managed Assets ($) | $1,747,833,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 173 |
| 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 | $737,000 | 266 |
| Number of Managed Accounts | $415,000 | 319 |
| Number of Non-Managed Accounts | $322,000 | 116 |
| Total fiduciary and related assets | $2,540,293,000 | 131 |
| Managed Assets ($) | $844,495,000 | 192 |
| Non-managed Assets ($) | $1,695,798,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,873,000 | 183 |
| 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 | $741,000 | 240 |
| Number of Managed Accounts | $412,000 | 269 |
| Number of Non-Managed Accounts | $329,000 | 102 |
| Total fiduciary and related assets | $2,407,501,000 | 129 |
| Managed Assets ($) | $754,355,000 | 192 |
| Non-managed Assets ($) | $1,653,146,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,007,000 | 182 |
| 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 | $724,000 | 258 |
| Number of Managed Accounts | $404,000 | 299 |
| Number of Non-Managed Accounts | $320,000 | 110 |
| Total fiduciary and related assets | $2,327,711,000 | 130 |
| Managed Assets ($) | $718,162,000 | 195 |
| Non-managed Assets ($) | $1,609,549,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,222,000 | 185 |
| 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 | $729,000 | 243 |
| Number of Managed Accounts | $408,000 | 268 |
| Number of Non-Managed Accounts | $321,000 | 106 |
| Total fiduciary and related assets | $2,203,620,000 | 127 |
| Managed Assets ($) | $649,510,000 | 195 |
| Non-managed Assets ($) | $1,554,110,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,622,000 | 189 |
| 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 | $758,000 | 262 |
| Number of Managed Accounts | $435,000 | 305 |
| Number of Non-Managed Accounts | $323,000 | 121 |
| Total fiduciary and related assets | $2,331,598,000 | 128 |
| Managed Assets ($) | $719,464,000 | 199 |
| Non-managed Assets ($) | $1,612,134,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,805,000 | 206 |
| 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 | $736,000 | 242 |
| Number of Managed Accounts | $423,000 | 266 |
| Number of Non-Managed Accounts | $313,000 | 108 |
| Total fiduciary and related assets | $2,238,839,000 | 130 |
| Managed Assets ($) | $662,286,000 | 207 |
| Non-managed Assets ($) | $1,576,553,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,116,000 | 208 |
| 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 | $735,000 | 251 |
| Number of Managed Accounts | $427,000 | 288 |
| Number of Non-Managed Accounts | $308,000 | 112 |
| Total fiduciary and related assets | $2,197,821,000 | 130 |
| Managed Assets ($) | $634,828,000 | 216 |
| Non-managed Assets ($) | $1,562,993,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,679,000 | 210 |
| 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 | $722,000 | 255 |
| Number of Managed Accounts | $404,000 | 294 |
| Number of Non-Managed Accounts | $318,000 | 110 |
| Total fiduciary and related assets | $2,146,034,000 | 129 |
| Managed Assets ($) | $609,334,000 | 220 |
| Non-managed Assets ($) | $1,536,700,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,269,000 | 215 |
| 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 | $701,000 | 275 |
| Number of Managed Accounts | $404,000 | 315 |
| Number of Non-Managed Accounts | $297,000 | 133 |
| Total fiduciary and related assets | $2,062,309,000 | 127 |
| Managed Assets ($) | $563,841,000 | 223 |
| Non-managed Assets ($) | $1,498,468,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,042,000 | 217 |
| 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 | $702,000 | 261 |
| Number of Managed Accounts | $416,000 | 292 |
| Number of Non-Managed Accounts | $286,000 | 121 |
| Total fiduciary and related assets | $2,069,546,000 | 129 |
| Managed Assets ($) | $567,421,000 | 226 |
| Non-managed Assets ($) | $1,502,125,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,695,000 | 216 |
| 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 | $691,000 | 267 |
| Number of Managed Accounts | $416,000 | 294 |
| Number of Non-Managed Accounts | $275,000 | 119 |
| Total fiduciary and related assets | $2,021,028,000 | 131 |
| Managed Assets ($) | $548,059,000 | 227 |
| Non-managed Assets ($) | $1,472,969,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,453,000 | 218 |
| 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 | $727,000 | 262 |
| Number of Managed Accounts | $394,000 | 301 |
| Number of Non-Managed Accounts | $333,000 | 109 |
| Total fiduciary and related assets | $1,979,235,000 | 136 |
| Managed Assets ($) | $501,330,000 | 234 |
| Non-managed Assets ($) | $1,477,905,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,206,000 | 222 |
| 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 | $846,000 | 254 |
| Number of Managed Accounts | $422,000 | 313 |
| Number of Non-Managed Accounts | $424,000 | 108 |
| Total fiduciary and related assets | $1,964,221,000 | 138 |
| Managed Assets ($) | $495,105,000 | 236 |
| Non-managed Assets ($) | $1,469,116,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,529,000 | 221 |
| 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 | $856,000 | 240 |
| Number of Managed Accounts | $417,000 | 293 |
| Number of Non-Managed Accounts | $439,000 | 93 |
| Total fiduciary and related assets | $1,920,828,000 | 137 |
| Managed Assets ($) | $451,130,000 | 252 |
| Non-managed Assets ($) | $1,469,698,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,404,000 | 222 |
| 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 | $848,000 | 241 |
| Number of Managed Accounts | $416,000 | 294 |
| Number of Non-Managed Accounts | $432,000 | 95 |
| Total fiduciary and related assets | $1,879,140,000 | 131 |
| Managed Assets ($) | $437,538,000 | 251 |
| Non-managed Assets ($) | $1,441,602,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,286,000 | 223 |
| 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 | $849,000 | 241 |
| Number of Managed Accounts | $422,000 | 292 |
| Number of Non-Managed Accounts | $427,000 | 95 |
| Total fiduciary and related assets | $1,981,034,000 | 126 |
| Managed Assets ($) | $604,357,000 | 206 |
| Non-managed Assets ($) | $1,376,677,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,184,000 | 216 |
| 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 | $864,000 | 245 |
| Number of Managed Accounts | $423,000 | 305 |
| Number of Non-Managed Accounts | $441,000 | 106 |
| Total fiduciary and related assets | $2,078,933,000 | 122 |
| Managed Assets ($) | $731,690,000 | 173 |
| Non-managed Assets ($) | $1,347,243,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,759,000 | 207 |
| 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 | $864,000 | 236 |
| Number of Managed Accounts | $427,000 | 287 |
| Number of Non-Managed Accounts | $437,000 | 97 |
| Total fiduciary and related assets | $2,079,216,000 | 124 |
| Managed Assets ($) | $730,367,000 | 175 |
| Non-managed Assets ($) | $1,348,849,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,643,000 | 200 |
| 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 | $870,000 | 236 |
| Number of Managed Accounts | $427,000 | 286 |
| Number of Non-Managed Accounts | $443,000 | 98 |
| Total fiduciary and related assets | $2,063,289,000 | 122 |
| Managed Assets ($) | $730,968,000 | 178 |
| Non-managed Assets ($) | $1,332,321,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,424,000 | 201 |
| 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 | $864,000 | 233 |
| Number of Managed Accounts | $403,000 | 293 |
| Number of Non-Managed Accounts | $461,000 | 97 |
| Total fiduciary and related assets | $2,022,070,000 | 122 |
| Managed Assets ($) | $719,197,000 | 176 |
| Non-managed Assets ($) | $1,302,873,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 193 |
| 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 | $880,000 | 241 |
| Number of Managed Accounts | $419,000 | 304 |
| Number of Non-Managed Accounts | $461,000 | 106 |
| Total fiduciary and related assets | $2,017,153,000 | 120 |
| Managed Assets ($) | $640,118,000 | 186 |
| Non-managed Assets ($) | $1,377,035,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,860,000 | 203 |
| 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 | $877,000 | 233 |
| Number of Managed Accounts | $424,000 | 287 |
| Number of Non-Managed Accounts | $453,000 | 98 |
| Total fiduciary and related assets | $2,027,332,000 | 119 |
| Managed Assets ($) | $662,244,000 | 177 |
| Non-managed Assets ($) | $1,365,088,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,775,000 | 198 |
| 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 | $884,000 | 235 |
| Number of Managed Accounts | $426,000 | 289 |
| Number of Non-Managed Accounts | $458,000 | 99 |
| Total fiduciary and related assets | $2,062,715,000 | 120 |
| Managed Assets ($) | $694,717,000 | 178 |
| Non-managed Assets ($) | $1,367,998,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,536,000 | 202 |
| 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 | $897,000 | 226 |
| Number of Managed Accounts | $431,000 | 286 |
| Number of Non-Managed Accounts | $466,000 | 102 |
| Total fiduciary and related assets | $2,039,844,000 | 123 |
| Managed Assets ($) | $685,207,000 | 179 |
| Non-managed Assets ($) | $1,354,637,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,252,000 | 205 |
| 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 | $953,000 | 225 |
| Number of Managed Accounts | $447,000 | 300 |
| Number of Non-Managed Accounts | $506,000 | 104 |
| Total fiduciary and related assets | $2,049,805,000 | 120 |
| Managed Assets ($) | $698,719,000 | 178 |
| Non-managed Assets ($) | $1,351,086,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,181,000 | 192 |
| 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 | $976,000 | 214 |
| Number of Managed Accounts | $463,000 | 275 |
| Number of Non-Managed Accounts | $513,000 | 92 |
| Total fiduciary and related assets | $2,052,326,000 | 118 |
| Managed Assets ($) | $654,717,000 | 184 |
| Non-managed Assets ($) | $1,397,609,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,951,000 | 187 |
| 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 | $958,000 | 217 |
| Number of Managed Accounts | $477,000 | 274 |
| Number of Non-Managed Accounts | $481,000 | 94 |
| Total fiduciary and related assets | $2,092,319,000 | 117 |
| Managed Assets ($) | $667,709,000 | 178 |
| Non-managed Assets ($) | $1,424,610,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,667,000 | 186 |
| 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 | $962,000 | 220 |
| Number of Managed Accounts | $492,000 | 275 |
| Number of Non-Managed Accounts | $470,000 | 100 |
| Total fiduciary and related assets | $2,062,584,000 | 119 |
| Managed Assets ($) | $659,267,000 | 175 |
| Non-managed Assets ($) | $1,403,317,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 188 |
| 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 | $1,058,000 | 211 |
| Number of Managed Accounts | $523,000 | 280 |
| Number of Non-Managed Accounts | $535,000 | 103 |
| Total fiduciary and related assets | $2,062,431,000 | 118 |
| Managed Assets ($) | $701,308,000 | 168 |
| Non-managed Assets ($) | $1,361,123,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,097,000 | 182 |
| 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 | $987,000 | 207 |
| Number of Managed Accounts | $553,000 | 254 |
| Number of Non-Managed Accounts | $434,000 | 102 |
| Total fiduciary and related assets | $2,015,799,000 | 116 |
| Managed Assets ($) | $705,326,000 | 163 |
| Non-managed Assets ($) | $1,310,473,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,821,000 | 176 |
| 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 | $888,000 | 221 |
| Number of Managed Accounts | $597,000 | 235 |
| Number of Non-Managed Accounts | $291,000 | 125 |
| Total fiduciary and related assets | $1,968,423,000 | 116 |
| Managed Assets ($) | $693,501,000 | 159 |
| Non-managed Assets ($) | $1,274,922,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,505,000 | 180 |
| 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 | $859,000 | 231 |
| Number of Managed Accounts | $579,000 | 241 |
| Number of Non-Managed Accounts | $280,000 | 130 |
| Total fiduciary and related assets | $1,959,634,000 | 118 |
| Managed Assets ($) | $703,973,000 | 160 |
| Non-managed Assets ($) | $1,255,661,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,280,000 | 171 |
| 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 | $884,000 | 236 |
| Number of Managed Accounts | $606,000 | 246 |
| Number of Non-Managed Accounts | $278,000 | 168 |
| Total fiduciary and related assets | $1,952,057,000 | 116 |
| Managed Assets ($) | $697,245,000 | 157 |
| Non-managed Assets ($) | $1,254,812,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,132,000 | 167 |
| 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 | $886,000 | 220 |
| Number of Managed Accounts | $615,000 | 228 |
| Number of Non-Managed Accounts | $271,000 | 127 |
| Total fiduciary and related assets | $1,119,541,000 | 150 |
| Managed Assets ($) | $728,204,000 | 154 |
| Non-managed Assets ($) | $391,337,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,926,000 | 161 |
| 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 | $900,000 | 215 |
| Number of Managed Accounts | $621,000 | 220 |
| Number of Non-Managed Accounts | $279,000 | 128 |
| Total fiduciary and related assets | $1,092,578,000 | 150 |
| Managed Assets ($) | $721,493,000 | 148 |
| Non-managed Assets ($) | $371,085,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,637,000 | 163 |
| 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 | $891,000 | 220 |
| Number of Managed Accounts | $636,000 | 216 |
| Number of Non-Managed Accounts | $255,000 | 131 |
| Total fiduciary and related assets | $1,063,938,000 | 148 |
| Managed Assets ($) | $707,270,000 | 151 |
| Non-managed Assets ($) | $356,668,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 154 |
| 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 | $885,000 | 233 |
| Number of Managed Accounts | $642,000 | 229 |
| Number of Non-Managed Accounts | $243,000 | 175 |
| Total fiduciary and related assets | $1,026,158,000 | 148 |
| Managed Assets ($) | $676,270,000 | 152 |
| Non-managed Assets ($) | $349,888,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,157,000 | 197 |
| 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 | $896,000 | 220 |
| Number of Managed Accounts | $683,000 | 210 |
| Number of Non-Managed Accounts | $213,000 | 151 |
| Total fiduciary and related assets | $1,016,853,000 | 149 |
| Managed Assets ($) | $824,128,000 | 131 |
| Non-managed Assets ($) | $192,725,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,034,000 | 214 |
| 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 | $751,000 | 248 |
| Number of Managed Accounts | $546,000 | 240 |
| Number of Non-Managed Accounts | $205,000 | 154 |
| Total fiduciary and related assets | $457,104,000 | 250 |
| Managed Assets ($) | $336,490,000 | 249 |
| Non-managed Assets ($) | $120,614,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,263,000 | 230 |
| 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 | $908,000 | 217 |
| Number of Managed Accounts | $507,000 | 248 |
| Number of Non-Managed Accounts | $401,000 | 113 |
| Total fiduciary and related assets | $455,479,000 | 250 |
| Managed Assets ($) | $196,244,000 | 324 |
| Non-managed Assets ($) | $259,235,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $613,000 | 235 |
| 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 | $752,000 | 271 |
| Number of Managed Accounts | $500,000 | 280 |
| Number of Non-Managed Accounts | $252,000 | 184 |
| Total fiduciary and related assets | $447,837,000 | 255 |
| Managed Assets ($) | $183,975,000 | 350 |
| Non-managed Assets ($) | $263,862,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,405,000 | 229 |
| 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 | $756,000 | 244 |
| Number of Managed Accounts | $503,000 | 244 |
| Number of Non-Managed Accounts | $253,000 | 144 |
| Total fiduciary and related assets | $445,447,000 | 250 |
| Managed Assets ($) | $184,709,000 | 308 |
| Non-managed Assets ($) | $260,738,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,778,000 | 228 |
| 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 | $776,000 | 242 |
| Number of Managed Accounts | $506,000 | 244 |
| Number of Non-Managed Accounts | $270,000 | 139 |
| Total fiduciary and related assets | $429,385,000 | 248 |
| Managed Assets ($) | $177,925,000 | 306 |
| Non-managed Assets ($) | $251,460,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,216,000 | 226 |
| 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 | $846,000 | 231 |
| Number of Managed Accounts | $552,000 | 232 |
| Number of Non-Managed Accounts | $294,000 | 135 |
| Total fiduciary and related assets | $438,912,000 | 255 |
| Managed Assets ($) | $179,964,000 | 311 |
| Non-managed Assets ($) | $258,948,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $585,000 | 231 |
| 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 | $849,000 | 255 |
| Number of Managed Accounts | $542,000 | 260 |
| Number of Non-Managed Accounts | $307,000 | 175 |
| Total fiduciary and related assets | $432,683,000 | 256 |
| Managed Assets ($) | $176,346,000 | 345 |
| Non-managed Assets ($) | $256,337,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,039,000 | 244 |
| 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 | $970,000 | 212 |
| Number of Managed Accounts | $633,000 | 221 |
| Number of Non-Managed Accounts | $337,000 | 126 |
| Total fiduciary and related assets | $463,926,000 | 243 |
| Managed Assets ($) | $284,127,000 | 258 |
| Non-managed Assets ($) | $179,799,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,480,000 | 247 |
| 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 | $1,036,000 | 206 |
| Number of Managed Accounts | $630,000 | 222 |
| Number of Non-Managed Accounts | $406,000 | 122 |
| Total fiduciary and related assets | $452,092,000 | 240 |
| Managed Assets ($) | $265,059,000 | 259 |
| Non-managed Assets ($) | $187,033,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $979,000 | 253 |
| 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 | $1,078,000 | 195 |
| Number of Managed Accounts | $644,000 | 216 |
| Number of Non-Managed Accounts | $434,000 | 114 |
| Total fiduciary and related assets | $445,353,000 | 231 |
| Managed Assets ($) | $258,658,000 | 255 |
| Non-managed Assets ($) | $186,695,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $491,000 | 252 |
| 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 | $1,144,000 | 197 |
| Number of Managed Accounts | $647,000 | 232 |
| Number of Non-Managed Accounts | $497,000 | 131 |
| Total fiduciary and related assets | $461,923,000 | 234 |
| Managed Assets ($) | $266,600,000 | 259 |
| Non-managed Assets ($) | $195,323,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,444,000 | 235 |
| 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 | $1,148,000 | 186 |
| Number of Managed Accounts | $640,000 | 217 |
| Number of Non-Managed Accounts | $508,000 | 107 |
| Total fiduciary and related assets | $510,197,000 | 236 |
| Managed Assets ($) | $291,447,000 | 254 |
| Non-managed Assets ($) | $218,750,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,892,000 | 234 |
| 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 | $1,128,000 | 194 |
| Number of Managed Accounts | $638,000 | 221 |
| Number of Non-Managed Accounts | $490,000 | 115 |
| Total fiduciary and related assets | $497,100,000 | 248 |
| Managed Assets ($) | $279,941,000 | 270 |
| Non-managed Assets ($) | $217,159,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 236 |
| 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 | $1,145,000 | 190 |
| Number of Managed Accounts | $637,000 | 222 |
| Number of Non-Managed Accounts | $508,000 | 109 |
| Total fiduciary and related assets | $513,774,000 | 253 |
| Managed Assets ($) | $286,151,000 | 273 |
| Non-managed Assets ($) | $227,623,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $626,000 | 242 |
| 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 | $1,191,000 | 192 |
| Number of Managed Accounts | $685,000 | 220 |
| Number of Non-Managed Accounts | $506,000 | 129 |
| Total fiduciary and related assets | $526,347,000 | 253 |
| Managed Assets ($) | $299,522,000 | 269 |
| Non-managed Assets ($) | $226,825,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,859,000 | 226 |
| 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 | $1,171,000 | 178 |
| Number of Managed Accounts | $673,000 | 212 |
| Number of Non-Managed Accounts | $498,000 | 109 |
| Total fiduciary and related assets | $542,734,000 | 243 |
| Managed Assets ($) | $313,079,000 | 265 |
| Non-managed Assets ($) | $229,655,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,115,000 | 223 |
| 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 | $1,123,000 | 187 |
| Number of Managed Accounts | $618,000 | 228 |
| Number of Non-Managed Accounts | $505,000 | 111 |
| Total fiduciary and related assets | $515,378,000 | 261 |
| Managed Assets ($) | $293,859,000 | 275 |
| Non-managed Assets ($) | $221,519,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,247,000 | 250 |
| 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 | $1,108,000 | 187 |
| Number of Managed Accounts | $625,000 | 225 |
| Number of Non-Managed Accounts | $483,000 | 110 |
| Total fiduciary and related assets | $495,202,000 | 265 |
| Managed Assets ($) | $290,638,000 | 276 |
| Non-managed Assets ($) | $204,564,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $567,000 | 263 |
| 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 | $1,003,000 | 219 |
| Number of Managed Accounts | $529,000 | 264 |
| Number of Non-Managed Accounts | $474,000 | 132 |
| Total fiduciary and related assets | $477,946,000 | 265 |
| Managed Assets ($) | $279,471,000 | 284 |
| Non-managed Assets ($) | $198,475,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,515,000 | 230 |
| 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 | $945,000 | 212 |
| Number of Managed Accounts | $488,000 | 261 |
| Number of Non-Managed Accounts | $457,000 | 114 |
| Total fiduciary and related assets | $488,813,000 | 259 |
| Managed Assets ($) | $312,306,000 | 266 |
| Non-managed Assets ($) | $176,507,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,890,000 | 235 |
| 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 | $967,000 | 214 |
| Number of Managed Accounts | $479,000 | 267 |
| Number of Non-Managed Accounts | $488,000 | 112 |
| Total fiduciary and related assets | $422,775,000 | 287 |
| Managed Assets ($) | $259,825,000 | 289 |
| Non-managed Assets ($) | $162,950,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 243 |
| 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 | $1,003,000 | 208 |
| Number of Managed Accounts | $505,000 | 262 |
| Number of Non-Managed Accounts | $498,000 | 110 |
| Total fiduciary and related assets | $424,810,000 | 289 |
| Managed Assets ($) | $258,631,000 | 287 |
| Non-managed Assets ($) | $166,179,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 242 |
| 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 | $1,001,000 | 225 |
| Number of Managed Accounts | $495,000 | 290 |
| Number of Non-Managed Accounts | $506,000 | 132 |
| Total fiduciary and related assets | $403,476,000 | 293 |
| Managed Assets ($) | $252,207,000 | 293 |
| Non-managed Assets ($) | $151,269,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,523,000 | 230 |
| 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 | $976,000 | 203 |
| Number of Managed Accounts | $478,000 | 266 |
| Number of Non-Managed Accounts | $498,000 | 111 |
| Total fiduciary and related assets | $399,773,000 | 288 |
| Managed Assets ($) | $256,348,000 | 282 |
| Non-managed Assets ($) | $143,425,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,849,000 | 230 |
| 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 | $980,000 | 207 |
| Number of Managed Accounts | $484,000 | 266 |
| Number of Non-Managed Accounts | $496,000 | 114 |
| Total fiduciary and related assets | $392,779,000 | 289 |
| Managed Assets ($) | $258,178,000 | 281 |
| Non-managed Assets ($) | $134,601,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,236,000 | 229 |
| 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 | $993,000 | 202 |
| Number of Managed Accounts | $467,000 | 273 |
| Number of Non-Managed Accounts | $526,000 | 114 |
| Total fiduciary and related assets | $387,971,000 | 293 |
| Managed Assets ($) | $252,962,000 | 283 |
| Non-managed Assets ($) | $135,009,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 231 |
| 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 | $1,035,000 | 209 |
| Number of Managed Accounts | $445,000 | 310 |
| Number of Non-Managed Accounts | $590,000 | 127 |
| Total fiduciary and related assets | $361,366,000 | 295 |
| Managed Assets ($) | $218,231,000 | 312 |
| Non-managed Assets ($) | $143,135,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,147,000 | 248 |
| 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 | $1,057,000 | 194 |
| Number of Managed Accounts | $450,000 | 275 |
| Number of Non-Managed Accounts | $607,000 | 107 |
| Total fiduciary and related assets | $341,645,000 | 298 |
| Managed Assets ($) | $221,851,000 | 295 |
| Non-managed Assets ($) | $119,794,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,728,000 | 236 |
| 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 | $1,057,000 | 195 |
| Number of Managed Accounts | $435,000 | 280 |
| Number of Non-Managed Accounts | $622,000 | 106 |
| Total fiduciary and related assets | $338,843,000 | 300 |
| Managed Assets ($) | $234,110,000 | 290 |
| Non-managed Assets ($) | $104,733,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,070,000 | 253 |
| 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 | $1,063,000 | 196 |
| Number of Managed Accounts | $437,000 | 280 |
| Number of Non-Managed Accounts | $626,000 | 106 |
| Total fiduciary and related assets | $334,113,000 | 308 |
| Managed Assets ($) | $232,425,000 | 302 |
| Non-managed Assets ($) | $101,688,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 275 |
| 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 | $1,043,000 | 225 |
| Number of Managed Accounts | $412,000 | 337 |
| Number of Non-Managed Accounts | $631,000 | 127 |
| Total fiduciary and related assets | $318,599,000 | 325 |
| Managed Assets ($) | $211,011,000 | 323 |
| Non-managed Assets ($) | $107,588,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,078,000 | 367 |
| 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 | $1,043,000 | 212 |
| Number of Managed Accounts | $389,000 | 301 |
| Number of Non-Managed Accounts | $654,000 | 113 |
| Total fiduciary and related assets | $310,249,000 | 328 |
| Managed Assets ($) | $157,226,000 | 330 |
| Non-managed Assets ($) | $153,023,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $827,000 | 372 |
| 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 | $1,027,000 | 216 |
| Number of Managed Accounts | $395,000 | 303 |
| Number of Non-Managed Accounts | $632,000 | 115 |
| Total fiduciary and related assets | $311,448,000 | 325 |
| Managed Assets ($) | $165,561,000 | 333 |
| Non-managed Assets ($) | $145,887,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $594,000 | 365 |
| 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 | $974,000 | 237 |
| Number of Managed Accounts | $418,000 | 304 |
| Number of Non-Managed Accounts | $556,000 | 124 |
| Total fiduciary and related assets | $268,012,000 | 351 |
| Managed Assets ($) | $174,605,000 | 334 |
| Non-managed Assets ($) | $93,407,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $297,000 | 373 |
| 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 | $1,000,000 | 251 |
| Number of Managed Accounts | $419,000 | 348 |
| Number of Non-Managed Accounts | $581,000 | 139 |
| Total fiduciary and related assets | $277,334,000 | 350 |
| Managed Assets ($) | $176,542,000 | 361 |
| Non-managed Assets ($) | $100,792,000 | 262 |
| Memoranda | ||
| Gross Fiduciary activities income | $981,000 | 411 |
| 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 | $1,041,000 | 221 |
| Number of Managed Accounts | $456,000 | 313 |
| Number of Non-Managed Accounts | $585,000 | 131 |
| Total fiduciary and related assets | $283,310,000 | 334 |
| Managed Assets ($) | $175,775,000 | 352 |
| Non-managed Assets ($) | $107,535,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $863,000 | 450 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,024,000 | 418 |
| 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 | $941,000 | 477 |
| 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 | $845,000 | 499 |
| 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 | $719,000 | 555 |
| 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 | $643,000 | 633 |
| 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 | $584,000 | 696 |
| 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 | $550,000 | 707 |
| 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 | $500,000 | 767 |
| 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 | $367,000 | 864 |