Home > Southside Bank > Fiduciary and Related Services
Southside 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 | $849,000 | 275 |
| Number of Managed Accounts | $716,000 | 259 |
| Number of Non-Managed Accounts | $133,000 | 221 |
| Total fiduciary and related assets | $1,208,638,000 | 225 |
| Managed Assets ($) | $1,127,771,000 | 194 |
| Non-managed Assets ($) | $80,867,000 | 299 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,910,000 | 240 |
| 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 | $900,000 | 240 |
| Number of Managed Accounts | $766,000 | 226 |
| Number of Non-Managed Accounts | $134,000 | 164 |
| Total fiduciary and related assets | $1,202,921,000 | 219 |
| Managed Assets ($) | $1,127,919,000 | 186 |
| Non-managed Assets ($) | $75,002,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,479,000 | 241 |
| 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 | $941,000 | 247 |
| Number of Managed Accounts | $799,000 | 237 |
| Number of Non-Managed Accounts | $142,000 | 177 |
| Total fiduciary and related assets | $1,288,636,000 | 211 |
| Managed Assets ($) | $1,212,395,000 | 183 |
| Non-managed Assets ($) | $76,241,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,957,000 | 238 |
| 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 | $961,000 | 238 |
| Number of Managed Accounts | $819,000 | 228 |
| Number of Non-Managed Accounts | $142,000 | 167 |
| Total fiduciary and related assets | $1,295,675,000 | 219 |
| Managed Assets ($) | $1,221,804,000 | 189 |
| Non-managed Assets ($) | $73,871,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,467,000 | 245 |
| 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 | $952,000 | 256 |
| Number of Managed Accounts | $813,000 | 244 |
| Number of Non-Managed Accounts | $139,000 | 216 |
| Total fiduciary and related assets | $1,180,673,000 | 228 |
| Managed Assets ($) | $1,109,662,000 | 195 |
| Non-managed Assets ($) | $71,011,000 | 318 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,992,000 | 250 |
| 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 | $952,000 | 242 |
| Number of Managed Accounts | $811,000 | 233 |
| Number of Non-Managed Accounts | $141,000 | 172 |
| Total fiduciary and related assets | $1,160,123,000 | 224 |
| Managed Assets ($) | $1,091,177,000 | 192 |
| Non-managed Assets ($) | $68,946,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,421,000 | 251 |
| 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 | $972,000 | 223 |
| Number of Managed Accounts | $825,000 | 216 |
| Number of Non-Managed Accounts | $147,000 | 159 |
| Total fiduciary and related assets | $1,213,827,000 | 192 |
| Managed Assets ($) | $1,138,018,000 | 161 |
| Non-managed Assets ($) | $75,809,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,014,000 | 216 |
| 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 | $949,000 | 216 |
| Number of Managed Accounts | $808,000 | 208 |
| Number of Non-Managed Accounts | $141,000 | 159 |
| Total fiduciary and related assets | $1,316,025,000 | 193 |
| Managed Assets ($) | $1,234,439,000 | 163 |
| Non-managed Assets ($) | $81,586,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,494,000 | 221 |
| 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 | $947,000 | 232 |
| Number of Managed Accounts | $807,000 | 220 |
| Number of Non-Managed Accounts | $140,000 | 199 |
| Total fiduciary and related assets | $1,354,862,000 | 197 |
| Managed Assets ($) | $1,272,706,000 | 165 |
| Non-managed Assets ($) | $82,156,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,959,000 | 217 |
| 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 | $946,000 | 221 |
| Number of Managed Accounts | $803,000 | 210 |
| Number of Non-Managed Accounts | $143,000 | 154 |
| Total fiduciary and related assets | $1,301,990,000 | 196 |
| Managed Assets ($) | $1,225,862,000 | 167 |
| Non-managed Assets ($) | $76,128,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,373,000 | 217 |
| 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 | $949,000 | 231 |
| Number of Managed Accounts | $805,000 | 221 |
| Number of Non-Managed Accounts | $144,000 | 157 |
| Total fiduciary and related assets | $1,306,495,000 | 197 |
| Managed Assets ($) | $1,227,997,000 | 166 |
| Non-managed Assets ($) | $78,498,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,879,000 | 215 |
| 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 | $961,000 | 223 |
| Number of Managed Accounts | $816,000 | 210 |
| Number of Non-Managed Accounts | $145,000 | 154 |
| Total fiduciary and related assets | $1,288,390,000 | 193 |
| Managed Assets ($) | $1,212,466,000 | 165 |
| Non-managed Assets ($) | $75,924,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,383,000 | 219 |
| 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 | $978,000 | 230 |
| Number of Managed Accounts | $831,000 | 215 |
| Number of Non-Managed Accounts | $147,000 | 196 |
| Total fiduciary and related assets | $1,265,566,000 | 195 |
| Managed Assets ($) | $1,189,958,000 | 165 |
| Non-managed Assets ($) | $75,608,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,133,000 | 219 |
| 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 | $997,000 | 218 |
| Number of Managed Accounts | $849,000 | 202 |
| Number of Non-Managed Accounts | $148,000 | 155 |
| Total fiduciary and related assets | $1,182,697,000 | 195 |
| Managed Assets ($) | $1,115,374,000 | 161 |
| Non-managed Assets ($) | $67,323,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,779,000 | 218 |
| 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 | $983,000 | 225 |
| Number of Managed Accounts | $831,000 | 212 |
| Number of Non-Managed Accounts | $152,000 | 163 |
| Total fiduciary and related assets | $1,142,570,000 | 196 |
| Managed Assets ($) | $1,076,353,000 | 163 |
| Non-managed Assets ($) | $66,217,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,526,000 | 219 |
| 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 | $1,003,000 | 215 |
| Number of Managed Accounts | $847,000 | 200 |
| Number of Non-Managed Accounts | $156,000 | 157 |
| Total fiduciary and related assets | $1,127,975,000 | 185 |
| Managed Assets ($) | $1,069,800,000 | 155 |
| Non-managed Assets ($) | $58,175,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,305,000 | 215 |
| 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 | $1,041,000 | 223 |
| Number of Managed Accounts | $877,000 | 206 |
| Number of Non-Managed Accounts | $164,000 | 193 |
| Total fiduciary and related assets | $1,345,781,000 | 183 |
| Managed Assets ($) | $1,277,460,000 | 150 |
| Non-managed Assets ($) | $68,321,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,269,000 | 189 |
| 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 | $1,066,000 | 206 |
| Number of Managed Accounts | $902,000 | 196 |
| Number of Non-Managed Accounts | $164,000 | 149 |
| Total fiduciary and related assets | $1,420,218,000 | 172 |
| Managed Assets ($) | $1,353,576,000 | 142 |
| Non-managed Assets ($) | $66,642,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,584,000 | 192 |
| 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 | $1,076,000 | 207 |
| Number of Managed Accounts | $906,000 | 199 |
| Number of Non-Managed Accounts | $170,000 | 150 |
| Total fiduciary and related assets | $1,394,521,000 | 171 |
| Managed Assets ($) | $1,328,643,000 | 142 |
| Non-managed Assets ($) | $65,878,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,061,000 | 193 |
| 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 | $1,085,000 | 206 |
| Number of Managed Accounts | $916,000 | 196 |
| Number of Non-Managed Accounts | $169,000 | 156 |
| Total fiduciary and related assets | $1,493,260,000 | 164 |
| Managed Assets ($) | $1,430,525,000 | 132 |
| Non-managed Assets ($) | $62,735,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,541,000 | 192 |
| 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 | $1,094,000 | 205 |
| Number of Managed Accounts | $920,000 | 195 |
| Number of Non-Managed Accounts | $174,000 | 188 |
| Total fiduciary and related assets | $1,400,171,000 | 164 |
| Managed Assets ($) | $1,341,777,000 | 128 |
| Non-managed Assets ($) | $58,394,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,832,000 | 177 |
| 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 | $1,085,000 | 200 |
| Number of Managed Accounts | $964,000 | 185 |
| Number of Non-Managed Accounts | $121,000 | 186 |
| Total fiduciary and related assets | $1,438,689,000 | 168 |
| Managed Assets ($) | $1,390,712,000 | 135 |
| Non-managed Assets ($) | $47,977,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,259,000 | 174 |
| 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 | $1,094,000 | 199 |
| Number of Managed Accounts | $969,000 | 186 |
| Number of Non-Managed Accounts | $125,000 | 189 |
| Total fiduciary and related assets | $1,401,236,000 | 166 |
| Managed Assets ($) | $1,351,374,000 | 131 |
| Non-managed Assets ($) | $49,862,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,691,000 | 169 |
| 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 | $1,101,000 | 200 |
| Number of Managed Accounts | $976,000 | 185 |
| Number of Non-Managed Accounts | $125,000 | 189 |
| Total fiduciary and related assets | $1,401,379,000 | 166 |
| Managed Assets ($) | $1,356,438,000 | 130 |
| Non-managed Assets ($) | $44,941,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,760,000 | 178 |
| 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 | $973,000 | 235 |
| Number of Managed Accounts | $850,000 | 210 |
| Number of Non-Managed Accounts | $123,000 | 244 |
| Total fiduciary and related assets | $1,479,055,000 | 161 |
| Managed Assets ($) | $1,423,954,000 | 127 |
| Non-managed Assets ($) | $55,101,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,818,000 | 240 |
| 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 | $392,000 | 333 |
| Number of Managed Accounts | $278,000 | 337 |
| Number of Non-Managed Accounts | $114,000 | 193 |
| Total fiduciary and related assets | $772,176,000 | 221 |
| Managed Assets ($) | $722,205,000 | 186 |
| Non-managed Assets ($) | $49,971,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,662,000 | 251 |
| 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 | $390,000 | 335 |
| Number of Managed Accounts | $272,000 | 337 |
| Number of Non-Managed Accounts | $118,000 | 188 |
| Total fiduciary and related assets | $754,799,000 | 219 |
| Managed Assets ($) | $703,683,000 | 183 |
| Non-managed Assets ($) | $51,116,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,789,000 | 250 |
| 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 | $391,000 | 335 |
| Number of Managed Accounts | $270,000 | 339 |
| Number of Non-Managed Accounts | $121,000 | 181 |
| Total fiduciary and related assets | $754,223,000 | 219 |
| Managed Assets ($) | $703,493,000 | 181 |
| Non-managed Assets ($) | $50,730,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $890,000 | 252 |
| 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 | $401,000 | 389 |
| Number of Managed Accounts | $275,000 | 397 |
| Number of Non-Managed Accounts | $126,000 | 243 |
| Total fiduciary and related assets | $764,135,000 | 213 |
| Managed Assets ($) | $706,698,000 | 179 |
| Non-managed Assets ($) | $57,437,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,491,000 | 245 |
| 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 | $396,000 | 335 |
| Number of Managed Accounts | $270,000 | 339 |
| Number of Non-Managed Accounts | $126,000 | 182 |
| Total fiduciary and related assets | $753,475,000 | 217 |
| Managed Assets ($) | $697,427,000 | 177 |
| Non-managed Assets ($) | $56,048,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,591,000 | 244 |
| 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 | $398,000 | 333 |
| Number of Managed Accounts | $267,000 | 340 |
| Number of Non-Managed Accounts | $131,000 | 184 |
| Total fiduciary and related assets | $744,917,000 | 220 |
| Managed Assets ($) | $689,161,000 | 181 |
| Non-managed Assets ($) | $55,756,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,724,000 | 249 |
| 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 | $406,000 | 335 |
| Number of Managed Accounts | $274,000 | 338 |
| Number of Non-Managed Accounts | $132,000 | 182 |
| Total fiduciary and related assets | $718,223,000 | 220 |
| Managed Assets ($) | $664,234,000 | 181 |
| Non-managed Assets ($) | $53,989,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $855,000 | 245 |
| 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 | $410,000 | 381 |
| Number of Managed Accounts | $276,000 | 402 |
| Number of Non-Managed Accounts | $134,000 | 243 |
| Total fiduciary and related assets | $707,152,000 | 221 |
| Managed Assets ($) | $653,882,000 | 183 |
| Non-managed Assets ($) | $53,270,000 | 312 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,419,000 | 249 |
| 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 | $408,000 | 331 |
| Number of Managed Accounts | $263,000 | 340 |
| Number of Non-Managed Accounts | $145,000 | 175 |
| Total fiduciary and related assets | $693,897,000 | 221 |
| Managed Assets ($) | $625,859,000 | 185 |
| Non-managed Assets ($) | $68,038,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,548,000 | 254 |
| 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 | $412,000 | 333 |
| Number of Managed Accounts | $267,000 | 341 |
| Number of Non-Managed Accounts | $145,000 | 174 |
| Total fiduciary and related assets | $692,858,000 | 230 |
| Managed Assets ($) | $620,563,000 | 196 |
| Non-managed Assets ($) | $72,295,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,713,000 | 255 |
| 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 | $420,000 | 331 |
| Number of Managed Accounts | $273,000 | 341 |
| Number of Non-Managed Accounts | $147,000 | 178 |
| Total fiduciary and related assets | $661,623,000 | 236 |
| Managed Assets ($) | $588,537,000 | 202 |
| Non-managed Assets ($) | $73,086,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $893,000 | 249 |
| 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 | $401,000 | 395 |
| Number of Managed Accounts | $264,000 | 415 |
| Number of Non-Managed Accounts | $137,000 | 247 |
| Total fiduciary and related assets | $562,725,000 | 261 |
| Managed Assets ($) | $473,901,000 | 240 |
| Non-managed Assets ($) | $88,824,000 | 252 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,145,000 | 266 |
| 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 | $414,000 | 334 |
| Number of Managed Accounts | $271,000 | 343 |
| Number of Non-Managed Accounts | $143,000 | 172 |
| Total fiduciary and related assets | $566,107,000 | 256 |
| Managed Assets ($) | $476,442,000 | 234 |
| Non-managed Assets ($) | $89,665,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,340,000 | 268 |
| 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 | $422,000 | 334 |
| Number of Managed Accounts | $267,000 | 344 |
| Number of Non-Managed Accounts | $155,000 | 164 |
| Total fiduciary and related assets | $558,565,000 | 257 |
| Managed Assets ($) | $466,784,000 | 239 |
| Non-managed Assets ($) | $91,781,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,542,000 | 270 |
| 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 | $426,000 | 334 |
| Number of Managed Accounts | $269,000 | 347 |
| Number of Non-Managed Accounts | $157,000 | 166 |
| Total fiduciary and related assets | $546,977,000 | 256 |
| Managed Assets ($) | $456,474,000 | 236 |
| Non-managed Assets ($) | $90,503,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $780,000 | 268 |
| 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 | $427,000 | 391 |
| Number of Managed Accounts | $272,000 | 419 |
| Number of Non-Managed Accounts | $155,000 | 232 |
| Total fiduciary and related assets | $536,659,000 | 257 |
| Managed Assets ($) | $447,351,000 | 236 |
| Non-managed Assets ($) | $89,308,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,024,000 | 257 |
| 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 | $432,000 | 322 |
| Number of Managed Accounts | $275,000 | 327 |
| Number of Non-Managed Accounts | $157,000 | 168 |
| Total fiduciary and related assets | $517,406,000 | 256 |
| Managed Assets ($) | $429,336,000 | 234 |
| Non-managed Assets ($) | $88,070,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,212,000 | 261 |
| 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 | $396,000 | 328 |
| Number of Managed Accounts | $266,000 | 329 |
| Number of Non-Managed Accounts | $130,000 | 188 |
| Total fiduciary and related assets | $475,791,000 | 263 |
| Managed Assets ($) | $419,890,000 | 227 |
| Non-managed Assets ($) | $55,901,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,453,000 | 265 |
| 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 | $392,000 | 334 |
| Number of Managed Accounts | $262,000 | 331 |
| Number of Non-Managed Accounts | $130,000 | 188 |
| Total fiduciary and related assets | $471,601,000 | 261 |
| Managed Assets ($) | $416,832,000 | 227 |
| Non-managed Assets ($) | $54,769,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $720,000 | 262 |
| 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 | $396,000 | 416 |
| Number of Managed Accounts | $265,000 | 420 |
| Number of Non-Managed Accounts | $131,000 | 269 |
| Total fiduciary and related assets | $441,122,000 | 270 |
| Managed Assets ($) | $388,671,000 | 233 |
| Non-managed Assets ($) | $52,451,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,794,000 | 252 |
| 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 | $378,000 | 328 |
| Number of Managed Accounts | $250,000 | 325 |
| Number of Non-Managed Accounts | $128,000 | 183 |
| Total fiduciary and related assets | $425,245,000 | 276 |
| Managed Assets ($) | $371,707,000 | 236 |
| Non-managed Assets ($) | $53,538,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,051,000 | 252 |
| 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 | $426,000 | 318 |
| Number of Managed Accounts | $250,000 | 320 |
| Number of Non-Managed Accounts | $176,000 | 159 |
| Total fiduciary and related assets | $399,806,000 | 278 |
| Managed Assets ($) | $347,411,000 | 241 |
| Non-managed Assets ($) | $52,395,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 256 |
| 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 | $431,000 | 317 |
| Number of Managed Accounts | $259,000 | 316 |
| Number of Non-Managed Accounts | $172,000 | 161 |
| Total fiduciary and related assets | $389,106,000 | 275 |
| Managed Assets ($) | $343,106,000 | 243 |
| Non-managed Assets ($) | $46,000,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $677,000 | 255 |
| 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 | $401,000 | 415 |
| Number of Managed Accounts | $236,000 | 435 |
| Number of Non-Managed Accounts | $165,000 | 234 |
| Total fiduciary and related assets | $369,067,000 | 283 |
| Managed Assets ($) | $325,954,000 | 248 |
| Non-managed Assets ($) | $43,113,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,610,000 | 223 |
| 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 | $408,000 | 323 |
| Number of Managed Accounts | $236,000 | 320 |
| Number of Non-Managed Accounts | $172,000 | 165 |
| Total fiduciary and related assets | $348,272,000 | 280 |
| Managed Assets ($) | $308,313,000 | 250 |
| Non-managed Assets ($) | $39,959,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,968,000 | 224 |
| 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 | $402,000 | 326 |
| Number of Managed Accounts | $233,000 | 325 |
| Number of Non-Managed Accounts | $169,000 | 170 |
| Total fiduciary and related assets | $381,058,000 | 275 |
| Managed Assets ($) | $337,685,000 | 246 |
| Non-managed Assets ($) | $43,373,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,296,000 | 224 |
| 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 | $398,000 | 333 |
| Number of Managed Accounts | $232,000 | 330 |
| Number of Non-Managed Accounts | $166,000 | 173 |
| Total fiduciary and related assets | $377,492,000 | 282 |
| Managed Assets ($) | $334,787,000 | 247 |
| Non-managed Assets ($) | $42,705,000 | 271 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 225 |
| 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 | $413,000 | 422 |
| Number of Managed Accounts | $234,000 | 450 |
| Number of Non-Managed Accounts | $179,000 | 234 |
| Total fiduciary and related assets | $362,473,000 | 283 |
| Managed Assets ($) | $319,828,000 | 249 |
| Non-managed Assets ($) | $42,645,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,368,000 | 231 |
| 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 | $405,000 | 317 |
| Number of Managed Accounts | $232,000 | 312 |
| Number of Non-Managed Accounts | $173,000 | 171 |
| Total fiduciary and related assets | $324,508,000 | 289 |
| Managed Assets ($) | $284,809,000 | 261 |
| Non-managed Assets ($) | $39,699,000 | 274 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,736,000 | 231 |
| 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 | $397,000 | 321 |
| Number of Managed Accounts | $225,000 | 314 |
| Number of Non-Managed Accounts | $172,000 | 171 |
| Total fiduciary and related assets | $295,225,000 | 298 |
| Managed Assets ($) | $258,119,000 | 266 |
| Non-managed Assets ($) | $37,106,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,091,000 | 244 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $397,000 | 321 |
| Number of Managed Accounts | $222,000 | 322 |
| Number of Non-Managed Accounts | $175,000 | 171 |
| Total fiduciary and related assets | $312,937,000 | 297 |
| Managed Assets ($) | $273,609,000 | 270 |
| Non-managed Assets ($) | $39,328,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,000 | 249 |
| 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 | $399,000 | 433 |
| Number of Managed Accounts | $220,000 | 476 |
| Number of Non-Managed Accounts | $179,000 | 235 |
| Total fiduciary and related assets | $298,453,000 | 310 |
| Managed Assets ($) | $259,938,000 | 276 |
| Non-managed Assets ($) | $38,515,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,456,000 | 216 |
| 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 | $308,000 | 335 |
| Number of Managed Accounts | $213,000 | 311 |
| Number of Non-Managed Accounts | $95,000 | 215 |
| Total fiduciary and related assets | $302,731,000 | 301 |
| Managed Assets ($) | $274,264,000 | 263 |
| Non-managed Assets ($) | $28,467,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,830,000 | 216 |
| 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 | $243,000 | 354 |
| Number of Managed Accounts | $203,000 | 322 |
| Number of Non-Managed Accounts | $40,000 | 280 |
| Total fiduciary and related assets | $265,843,000 | 312 |
| Managed Assets ($) | $239,014,000 | 272 |
| Non-managed Assets ($) | $26,829,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,137,000 | 227 |
| 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 | $231,000 | 359 |
| Number of Managed Accounts | $197,000 | 325 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $243,507,000 | 318 |
| Managed Assets ($) | $221,149,000 | 277 |
| Non-managed Assets ($) | $22,358,000 | 288 |
| Memoranda | ||
| Gross Fiduciary activities income | $563,000 | 232 |
| 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 | $235,000 | 604 |
| Number of Managed Accounts | $199,000 | 517 |
| Number of Non-Managed Accounts | $36,000 | 613 |
| Total fiduciary and related assets | $259,216,000 | 325 |
| Managed Assets ($) | $235,546,000 | 281 |
| Non-managed Assets ($) | $23,670,000 | 442 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,465,000 | 231 |
| 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 | $240,000 | 380 |
| Number of Managed Accounts | $197,000 | 349 |
| Number of Non-Managed Accounts | $43,000 | 290 |
| Total fiduciary and related assets | $280,874,000 | 316 |
| Managed Assets ($) | $245,979,000 | 284 |
| Non-managed Assets ($) | $34,895,000 | 297 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,889,000 | 235 |
| 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 | $231,000 | 388 |
| Number of Managed Accounts | $194,000 | 356 |
| Number of Non-Managed Accounts | $37,000 | 308 |
| Total fiduciary and related assets | $274,912,000 | 336 |
| Managed Assets ($) | $238,811,000 | 299 |
| Non-managed Assets ($) | $36,101,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 245 |
| 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 | $227,000 | 391 |
| Number of Managed Accounts | $191,000 | 360 |
| Number of Non-Managed Accounts | $36,000 | 308 |
| Total fiduciary and related assets | $272,876,000 | 344 |
| Managed Assets ($) | $236,360,000 | 315 |
| Non-managed Assets ($) | $36,516,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $593,000 | 250 |
| 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 | $230,000 | 614 |
| Number of Managed Accounts | $194,000 | 534 |
| Number of Non-Managed Accounts | $36,000 | 631 |
| Total fiduciary and related assets | $276,175,000 | 348 |
| Managed Assets ($) | $237,727,000 | 320 |
| Non-managed Assets ($) | $38,448,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,106,000 | 266 |
| 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 | $235,000 | 370 |
| Number of Managed Accounts | $195,000 | 341 |
| Number of Non-Managed Accounts | $40,000 | 286 |
| Total fiduciary and related assets | $276,449,000 | 340 |
| Managed Assets ($) | $233,509,000 | 312 |
| Non-managed Assets ($) | $42,940,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 266 |
| 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 | $220,000 | 377 |
| Number of Managed Accounts | $190,000 | 347 |
| Number of Non-Managed Accounts | $30,000 | 321 |
| Total fiduciary and related assets | $276,736,000 | 350 |
| Managed Assets ($) | $234,115,000 | 319 |
| Non-managed Assets ($) | $42,621,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 269 |
| 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 | $218,000 | 382 |
| Number of Managed Accounts | $187,000 | 350 |
| Number of Non-Managed Accounts | $31,000 | 319 |
| Total fiduciary and related assets | $261,189,000 | 361 |
| Managed Assets ($) | $219,462,000 | 328 |
| Non-managed Assets ($) | $41,727,000 | 292 |
| Memoranda | ||
| Gross Fiduciary activities income | $464,000 | 293 |
| 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 | $220,000 | 627 |
| Number of Managed Accounts | $186,000 | 545 |
| Number of Non-Managed Accounts | $34,000 | 658 |
| Total fiduciary and related assets | $257,444,000 | 364 |
| Managed Assets ($) | $215,326,000 | 340 |
| Non-managed Assets ($) | $42,118,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,711,000 | 296 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,230,000 | 308 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $807,000 | 319 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $404,000 | 314 |
| 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 | $204,000 | 674 |
| Number of Managed Accounts | $172,000 | 590 |
| Number of Non-Managed Accounts | $32,000 | 691 |
| Total fiduciary and related assets | $207,760,000 | 412 |
| Managed Assets ($) | $170,467,000 | 370 |
| Non-managed Assets ($) | $37,293,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,422,000 | 334 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 331 |
| 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 | $183,000 | 395 |
| Number of Managed Accounts | $157,000 | 367 |
| Number of Non-Managed Accounts | $26,000 | 345 |
| Total fiduciary and related assets | $183,145,000 | 378 |
| Managed Assets ($) | $147,954,000 | 342 |
| Non-managed Assets ($) | $35,191,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $639,000 | 342 |
| 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 | $188,000 | 393 |
| Number of Managed Accounts | $156,000 | 368 |
| Number of Non-Managed Accounts | $32,000 | 326 |
| Total fiduciary and related assets | $169,484,000 | 382 |
| Managed Assets ($) | $136,348,000 | 350 |
| Non-managed Assets ($) | $33,136,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $329,000 | 335 |
| 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 | $178,000 | 724 |
| Number of Managed Accounts | $164,000 | 600 |
| Number of Non-Managed Accounts | $14,000 | 908 |
| Total fiduciary and related assets | $160,610,000 | 454 |
| Managed Assets ($) | $132,590,000 | 411 |
| Non-managed Assets ($) | $28,020,000 | 440 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,248,000 | 332 |
| 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 | $166,000 | 388 |
| Number of Managed Accounts | $156,000 | 353 |
| Number of Non-Managed Accounts | $10,000 | 380 |
| Total fiduciary and related assets | $145,079,000 | 380 |
| Managed Assets ($) | $118,312,000 | 342 |
| Non-managed Assets ($) | $26,767,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $894,000 | 351 |
| 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 | $168,000 | 391 |
| Number of Managed Accounts | $154,000 | 356 |
| Number of Non-Managed Accounts | $14,000 | 379 |
| Total fiduciary and related assets | $142,960,000 | 386 |
| Managed Assets ($) | $116,586,000 | 348 |
| Non-managed Assets ($) | $26,374,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $574,000 | 358 |
| 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 | $167,000 | 400 |
| Number of Managed Accounts | $152,000 | 363 |
| Number of Non-Managed Accounts | $15,000 | 381 |
| Total fiduciary and related assets | $133,352,000 | 394 |
| Managed Assets ($) | $106,925,000 | 359 |
| Non-managed Assets ($) | $26,427,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $277,000 | 367 |
| 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 | $164,000 | 772 |
| Number of Managed Accounts | $151,000 | 626 |
| Number of Non-Managed Accounts | $13,000 | 943 |
| Total fiduciary and related assets | $106,310,000 | 549 |
| Managed Assets ($) | $79,802,000 | 520 |
| Non-managed Assets ($) | $26,508,000 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,063,000 | 371 |
| 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 | $167,000 | 407 |
| Number of Managed Accounts | $147,000 | 370 |
| Number of Non-Managed Accounts | $20,000 | 371 |
| Total fiduciary and related assets | $97,365,000 | 407 |
| Managed Assets ($) | $72,653,000 | 369 |
| Non-managed Assets ($) | $24,712,000 | 339 |
| Memoranda | ||
| Gross Fiduciary activities income | $748,000 | 394 |
| 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 | $183,000 | 408 |
| Number of Managed Accounts | $160,000 | 372 |
| Number of Non-Managed Accounts | $23,000 | 368 |
| Total fiduciary and related assets | $90,812,000 | 410 |
| Managed Assets ($) | $68,904,000 | 373 |
| Non-managed Assets ($) | $21,908,000 | 349 |
| Memoranda | ||
| Gross Fiduciary activities income | $475,000 | 405 |
| 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 | $179,000 | 420 |
| Number of Managed Accounts | $161,000 | 378 |
| Number of Non-Managed Accounts | $18,000 | 393 |
| Total fiduciary and related assets | $81,400,000 | 422 |
| Managed Assets ($) | $61,990,000 | 389 |
| Non-managed Assets ($) | $19,410,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $231,000 | 419 |
| 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 | $168,000 | 764 |
| Number of Managed Accounts | $145,000 | 650 |
| Number of Non-Managed Accounts | $23,000 | 830 |
| Total fiduciary and related assets | $73,646,000 | 656 |
| Managed Assets ($) | $54,204,000 | 637 |
| Non-managed Assets ($) | $19,442,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,031,000 | 401 |
| 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 | $155,000 | 758 |
| Number of Managed Accounts | $132,000 | 657 |
| Number of Non-Managed Accounts | $23,000 | 794 |
| Total fiduciary and related assets | $76,080,000 | 618 |
| Managed Assets ($) | $57,525,000 | 587 |
| Non-managed Assets ($) | $18,555,000 | 524 |
| Memoranda | ||
| Gross Fiduciary activities income | $961,000 | 429 |
| 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 | $726,000 | 492 |
| 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 | $631,000 | 575 |
| 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 | $528,000 | 623 |
| 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 | $397,000 | 736 |
| 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 | $281,000 | 881 |
| 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 | $205,000 | 1,000 |
| 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 | $177,000 | 1,048 |
| 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 | $257,000 | 995 |
| 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 | $177,000 | 1,116 |