Home > Alerus Financial > Fiduciary and Related Services
Alerus Financial, 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 | $14,483,000 | 32 |
| Number of Managed Accounts | $10,794,000 | 24 |
| Number of Non-Managed Accounts | $3,689,000 | 34 |
| Total fiduciary and related assets | $30,047,047,000 | 46 |
| Managed Assets ($) | $5,532,089,000 | 71 |
| Non-managed Assets ($) | $24,514,958,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,233,000 | 46 |
| 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 | $14,293,000 | 32 |
| Number of Managed Accounts | $10,645,000 | 25 |
| Number of Non-Managed Accounts | $3,648,000 | 33 |
| Total fiduciary and related assets | $28,473,131,000 | 47 |
| Managed Assets ($) | $5,076,208,000 | 75 |
| Non-managed Assets ($) | $23,396,923,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,941,000 | 46 |
| 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 | $14,116,000 | 33 |
| Number of Managed Accounts | $10,571,000 | 24 |
| Number of Non-Managed Accounts | $3,545,000 | 34 |
| Total fiduciary and related assets | $28,945,362,000 | 47 |
| Managed Assets ($) | $9,031,158,000 | 49 |
| Non-managed Assets ($) | $19,914,204,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,609,000 | 48 |
| 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 | $13,885,000 | 36 |
| Number of Managed Accounts | $10,374,000 | 27 |
| Number of Non-Managed Accounts | $3,511,000 | 36 |
| Total fiduciary and related assets | $27,527,907,000 | 50 |
| Managed Assets ($) | $8,355,412,000 | 53 |
| Non-managed Assets ($) | $19,172,495,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,938,000 | 51 |
| 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 | $13,706,000 | 37 |
| Number of Managed Accounts | $10,224,000 | 28 |
| Number of Non-Managed Accounts | $3,482,000 | 37 |
| Total fiduciary and related assets | $26,384,701,000 | 51 |
| Managed Assets ($) | $7,953,990,000 | 56 |
| Non-managed Assets ($) | $18,430,711,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,438,000 | 47 |
| 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 | $13,564,000 | 37 |
| Number of Managed Accounts | $10,106,000 | 28 |
| Number of Non-Managed Accounts | $3,458,000 | 35 |
| Total fiduciary and related assets | $25,111,969,000 | 51 |
| Managed Assets ($) | $7,618,488,000 | 56 |
| Non-managed Assets ($) | $17,493,481,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,330,000 | 48 |
| 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 | $13,269,000 | 34 |
| Number of Managed Accounts | $9,867,000 | 27 |
| Number of Non-Managed Accounts | $3,402,000 | 29 |
| Total fiduciary and related assets | $25,930,633,000 | 41 |
| Managed Assets ($) | $7,627,271,000 | 49 |
| Non-managed Assets ($) | $18,303,362,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,483,000 | 39 |
| 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 | $13,046,000 | 34 |
| Number of Managed Accounts | $9,660,000 | 26 |
| Number of Non-Managed Accounts | $3,386,000 | 29 |
| Total fiduciary and related assets | $29,110,078,000 | 41 |
| Managed Assets ($) | $7,979,167,000 | 50 |
| Non-managed Assets ($) | $21,130,911,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,387,000 | 38 |
| 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 | $12,768,000 | 33 |
| Number of Managed Accounts | $9,411,000 | 26 |
| Number of Non-Managed Accounts | $3,357,000 | 30 |
| Total fiduciary and related assets | $30,030,732,000 | 39 |
| Managed Assets ($) | $8,001,721,000 | 50 |
| Non-managed Assets ($) | $22,029,011,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,563,000 | 38 |
| 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 | $12,469,000 | 33 |
| Number of Managed Accounts | $9,086,000 | 27 |
| Number of Non-Managed Accounts | $3,383,000 | 29 |
| Total fiduciary and related assets | $29,634,436,000 | 38 |
| Managed Assets ($) | $7,749,928,000 | 50 |
| Non-managed Assets ($) | $21,884,508,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,418,000 | 38 |
| 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 | $12,187,000 | 34 |
| Number of Managed Accounts | $8,801,000 | 27 |
| Number of Non-Managed Accounts | $3,386,000 | 30 |
| Total fiduciary and related assets | $29,960,891,000 | 36 |
| Managed Assets ($) | $7,384,831,000 | 50 |
| Non-managed Assets ($) | $22,576,060,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,742,000 | 39 |
| 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 | $11,996,000 | 34 |
| Number of Managed Accounts | $8,597,000 | 28 |
| Number of Non-Managed Accounts | $3,399,000 | 30 |
| Total fiduciary and related assets | $28,927,174,000 | 36 |
| Managed Assets ($) | $6,824,645,000 | 51 |
| Non-managed Assets ($) | $22,102,529,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,444,000 | 39 |
| 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 | $11,769,000 | 35 |
| Number of Managed Accounts | $8,369,000 | 30 |
| Number of Non-Managed Accounts | $3,400,000 | 32 |
| Total fiduciary and related assets | $27,798,524,000 | 39 |
| Managed Assets ($) | $6,674,432,000 | 52 |
| Non-managed Assets ($) | $21,124,092,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,675,000 | 41 |
| 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 | $11,601,000 | 35 |
| Number of Managed Accounts | $8,167,000 | 28 |
| Number of Non-Managed Accounts | $3,434,000 | 30 |
| Total fiduciary and related assets | $24,894,945,000 | 39 |
| Managed Assets ($) | $5,998,900,000 | 51 |
| Non-managed Assets ($) | $18,896,045,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,736,000 | 41 |
| 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 | $11,461,000 | 35 |
| Number of Managed Accounts | $8,026,000 | 29 |
| Number of Non-Managed Accounts | $3,435,000 | 30 |
| Total fiduciary and related assets | $24,918,417,000 | 37 |
| Managed Assets ($) | $5,722,902,000 | 52 |
| Non-managed Assets ($) | $19,195,515,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,889,000 | 42 |
| 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 | $11,315,000 | 35 |
| Number of Managed Accounts | $7,860,000 | 30 |
| Number of Non-Managed Accounts | $3,455,000 | 30 |
| Total fiduciary and related assets | $22,064,328,000 | 37 |
| Managed Assets ($) | $5,036,354,000 | 52 |
| Non-managed Assets ($) | $17,027,974,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,584,000 | 40 |
| 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 | $11,108,000 | 35 |
| Number of Managed Accounts | $7,673,000 | 32 |
| Number of Non-Managed Accounts | $3,435,000 | 30 |
| Total fiduciary and related assets | $25,122,384,000 | 38 |
| Managed Assets ($) | $5,385,857,000 | 54 |
| Non-managed Assets ($) | $19,736,527,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,202,000 | 39 |
| 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 | $10,811,000 | 36 |
| Number of Managed Accounts | $7,358,000 | 33 |
| Number of Non-Managed Accounts | $3,453,000 | 29 |
| Total fiduciary and related assets | $24,021,081,000 | 40 |
| Managed Assets ($) | $5,040,668,000 | 55 |
| Non-managed Assets ($) | $18,980,413,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,932,000 | 40 |
| 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 | $10,695,000 | 36 |
| Number of Managed Accounts | $7,228,000 | 33 |
| Number of Non-Managed Accounts | $3,467,000 | 30 |
| Total fiduciary and related assets | $23,949,684,000 | 40 |
| Managed Assets ($) | $4,745,747,000 | 54 |
| Non-managed Assets ($) | $19,203,937,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,199,000 | 40 |
| 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 | $10,583,000 | 36 |
| Number of Managed Accounts | $7,080,000 | 33 |
| Number of Non-Managed Accounts | $3,503,000 | 29 |
| Total fiduciary and related assets | $23,386,521,000 | 40 |
| Managed Assets ($) | $4,073,739,000 | 60 |
| Non-managed Assets ($) | $19,312,782,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,216,000 | 40 |
| 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 | $10,540,000 | 36 |
| Number of Managed Accounts | $6,999,000 | 33 |
| Number of Non-Managed Accounts | $3,541,000 | 30 |
| Total fiduciary and related assets | $22,039,217,000 | 39 |
| Managed Assets ($) | $3,805,935,000 | 61 |
| Non-managed Assets ($) | $18,233,282,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $75,839,000 | 41 |
| 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 | $10,356,000 | 37 |
| Number of Managed Accounts | $6,834,000 | 36 |
| Number of Non-Managed Accounts | $3,522,000 | 28 |
| Total fiduciary and related assets | $24,187,020,000 | 38 |
| Managed Assets ($) | $4,000,348,000 | 61 |
| Non-managed Assets ($) | $20,186,672,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,095,000 | 41 |
| 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 | $10,278,000 | 36 |
| Number of Managed Accounts | $6,769,000 | 36 |
| Number of Non-Managed Accounts | $3,509,000 | 27 |
| Total fiduciary and related assets | $23,816,810,000 | 38 |
| Managed Assets ($) | $3,921,347,000 | 62 |
| Non-managed Assets ($) | $19,895,463,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,464,000 | 41 |
| 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 | $10,131,000 | 38 |
| Number of Managed Accounts | $6,664,000 | 36 |
| Number of Non-Managed Accounts | $3,467,000 | 28 |
| Total fiduciary and related assets | $23,401,775,000 | 38 |
| Managed Assets ($) | $3,737,431,000 | 64 |
| Non-managed Assets ($) | $19,664,344,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,040,000 | 41 |
| 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 | $9,945,000 | 38 |
| Number of Managed Accounts | $6,476,000 | 37 |
| Number of Non-Managed Accounts | $3,469,000 | 33 |
| Total fiduciary and related assets | $23,414,927,000 | 38 |
| Managed Assets ($) | $3,072,276,000 | 77 |
| Non-managed Assets ($) | $20,342,651,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,033,000 | 41 |
| 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 | $9,781,000 | 39 |
| Number of Managed Accounts | $6,311,000 | 37 |
| Number of Non-Managed Accounts | $3,470,000 | 31 |
| Total fiduciary and related assets | $22,774,794,000 | 38 |
| Managed Assets ($) | $3,092,660,000 | 73 |
| Non-managed Assets ($) | $19,682,134,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,783,000 | 39 |
| 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 | $9,641,000 | 39 |
| Number of Managed Accounts | $6,203,000 | 35 |
| Number of Non-Managed Accounts | $3,438,000 | 31 |
| Total fiduciary and related assets | $22,235,426,000 | 38 |
| Managed Assets ($) | $3,049,004,000 | 73 |
| Non-managed Assets ($) | $19,186,422,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,674,000 | 38 |
| 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 | $9,482,000 | 40 |
| Number of Managed Accounts | $6,047,000 | 35 |
| Number of Non-Managed Accounts | $3,435,000 | 31 |
| Total fiduciary and related assets | $21,590,514,000 | 40 |
| Managed Assets ($) | $2,891,912,000 | 73 |
| Non-managed Assets ($) | $18,698,602,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,223,000 | 38 |
| 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 | $9,427,000 | 40 |
| Number of Managed Accounts | $5,999,000 | 35 |
| Number of Non-Managed Accounts | $3,428,000 | 33 |
| Total fiduciary and related assets | $20,773,345,000 | 39 |
| Managed Assets ($) | $2,703,914,000 | 75 |
| Non-managed Assets ($) | $18,069,431,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,300,000 | 39 |
| 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 | $5,829,000 | 51 |
| Number of Managed Accounts | $2,350,000 | 77 |
| Number of Non-Managed Accounts | $3,479,000 | 31 |
| Total fiduciary and related assets | $20,627,048,000 | 40 |
| Managed Assets ($) | $2,682,523,000 | 73 |
| Non-managed Assets ($) | $17,944,525,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,521,000 | 40 |
| 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 | $5,561,000 | 53 |
| Number of Managed Accounts | $2,309,000 | 78 |
| Number of Non-Managed Accounts | $3,252,000 | 31 |
| Total fiduciary and related assets | $20,635,628,000 | 39 |
| Managed Assets ($) | $2,608,082,000 | 75 |
| Non-managed Assets ($) | $18,027,546,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,553,000 | 38 |
| 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 | $5,400,000 | 54 |
| Number of Managed Accounts | $2,152,000 | 89 |
| Number of Non-Managed Accounts | $3,248,000 | 31 |
| Total fiduciary and related assets | $21,371,167,000 | 38 |
| Managed Assets ($) | $2,192,819,000 | 88 |
| Non-managed Assets ($) | $19,178,348,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,761,000 | 38 |
| 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 | $4,687,000 | 59 |
| Number of Managed Accounts | $2,100,000 | 87 |
| Number of Non-Managed Accounts | $2,587,000 | 39 |
| Total fiduciary and related assets | $15,300,255,000 | 43 |
| Managed Assets ($) | $2,019,490,000 | 89 |
| Non-managed Assets ($) | $13,280,765,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,049,000 | 42 |
| 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 | $4,502,000 | 60 |
| Number of Managed Accounts | $2,045,000 | 89 |
| Number of Non-Managed Accounts | $2,457,000 | 40 |
| Total fiduciary and related assets | $14,344,309,000 | 44 |
| Managed Assets ($) | $1,989,367,000 | 88 |
| Non-managed Assets ($) | $12,354,942,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,914,000 | 42 |
| 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 | $4,448,000 | 60 |
| Number of Managed Accounts | $2,027,000 | 91 |
| Number of Non-Managed Accounts | $2,421,000 | 38 |
| Total fiduciary and related assets | $14,972,738,000 | 44 |
| Managed Assets ($) | $2,033,240,000 | 92 |
| Non-managed Assets ($) | $12,939,498,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,658,000 | 41 |
| 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 | $4,397,000 | 63 |
| Number of Managed Accounts | $2,004,000 | 90 |
| Number of Non-Managed Accounts | $2,393,000 | 39 |
| Total fiduciary and related assets | $14,849,098,000 | 45 |
| Managed Assets ($) | $1,978,522,000 | 90 |
| Non-managed Assets ($) | $12,870,576,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,866,000 | 42 |
| 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 | $4,220,000 | 67 |
| Number of Managed Accounts | $2,002,000 | 90 |
| Number of Non-Managed Accounts | $2,218,000 | 44 |
| Total fiduciary and related assets | $13,512,239,000 | 46 |
| Managed Assets ($) | $1,903,808,000 | 91 |
| Non-managed Assets ($) | $11,608,431,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,307,000 | 45 |
| 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 | $3,724,000 | 68 |
| Number of Managed Accounts | $1,948,000 | 93 |
| Number of Non-Managed Accounts | $1,776,000 | 48 |
| Total fiduciary and related assets | $12,213,107,000 | 48 |
| Managed Assets ($) | $1,742,189,000 | 98 |
| Non-managed Assets ($) | $10,470,918,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,309,000 | 47 |
| 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 | $3,721,000 | 65 |
| Number of Managed Accounts | $1,945,000 | 92 |
| Number of Non-Managed Accounts | $1,776,000 | 48 |
| Total fiduciary and related assets | $12,243,678,000 | 48 |
| Managed Assets ($) | $1,665,858,000 | 99 |
| Non-managed Assets ($) | $10,577,820,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,530,000 | 47 |
| 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 | $3,728,000 | 69 |
| Number of Managed Accounts | $1,932,000 | 93 |
| Number of Non-Managed Accounts | $1,796,000 | 50 |
| Total fiduciary and related assets | $11,756,756,000 | 49 |
| Managed Assets ($) | $1,862,416,000 | 92 |
| Non-managed Assets ($) | $9,894,340,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,630,000 | 47 |
| 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 | $3,747,000 | 71 |
| Number of Managed Accounts | $1,931,000 | 93 |
| Number of Non-Managed Accounts | $1,816,000 | 50 |
| Total fiduciary and related assets | $11,714,989,000 | 49 |
| Managed Assets ($) | $1,829,642,000 | 92 |
| Non-managed Assets ($) | $9,885,347,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,370,000 | 47 |
| 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 | $4,535,000 | 57 |
| Number of Managed Accounts | $1,920,000 | 90 |
| Number of Non-Managed Accounts | $2,615,000 | 41 |
| Total fiduciary and related assets | $12,641,747,000 | 47 |
| Managed Assets ($) | $1,525,476,000 | 101 |
| Non-managed Assets ($) | $11,116,271,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,373,000 | 48 |
| 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 | $4,533,000 | 57 |
| Number of Managed Accounts | $1,934,000 | 88 |
| Number of Non-Managed Accounts | $2,599,000 | 43 |
| Total fiduciary and related assets | $11,976,759,000 | 48 |
| Managed Assets ($) | $1,476,190,000 | 100 |
| Non-managed Assets ($) | $10,500,569,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,817,000 | 48 |
| 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 | $4,517,000 | 55 |
| Number of Managed Accounts | $1,942,000 | 85 |
| Number of Non-Managed Accounts | $2,575,000 | 42 |
| Total fiduciary and related assets | $11,796,039,000 | 49 |
| Managed Assets ($) | $1,479,120,000 | 102 |
| Non-managed Assets ($) | $10,316,919,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,259,000 | 48 |
| 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 | $4,485,000 | 56 |
| Number of Managed Accounts | $1,934,000 | 82 |
| Number of Non-Managed Accounts | $2,551,000 | 44 |
| Total fiduciary and related assets | $11,134,639,000 | 49 |
| Managed Assets ($) | $1,461,841,000 | 99 |
| Non-managed Assets ($) | $9,672,798,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,406,000 | 47 |
| 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 | $4,441,000 | 54 |
| Number of Managed Accounts | $1,929,000 | 82 |
| Number of Non-Managed Accounts | $2,512,000 | 41 |
| Total fiduciary and related assets | $10,982,199,000 | 50 |
| Managed Assets ($) | $1,477,500,000 | 98 |
| Non-managed Assets ($) | $9,504,699,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,512,000 | 47 |
| 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 | $4,397,000 | 56 |
| Number of Managed Accounts | $1,911,000 | 81 |
| Number of Non-Managed Accounts | $2,486,000 | 44 |
| Total fiduciary and related assets | $10,275,293,000 | 50 |
| Managed Assets ($) | $1,378,960,000 | 98 |
| Non-managed Assets ($) | $8,896,333,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,713,000 | 46 |
| 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 | $4,404,000 | 58 |
| Number of Managed Accounts | $1,932,000 | 82 |
| Number of Non-Managed Accounts | $2,472,000 | 44 |
| Total fiduciary and related assets | $10,307,798,000 | 51 |
| Managed Assets ($) | $1,403,200,000 | 99 |
| Non-managed Assets ($) | $8,904,598,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,995,000 | 47 |
| 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 | $4,173,000 | 61 |
| Number of Managed Accounts | $1,908,000 | 81 |
| Number of Non-Managed Accounts | $2,265,000 | 47 |
| Total fiduciary and related assets | $8,799,712,000 | 53 |
| Managed Assets ($) | $1,242,377,000 | 104 |
| Non-managed Assets ($) | $7,557,335,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,146,000 | 42 |
| 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 | $4,174,000 | 62 |
| Number of Managed Accounts | $1,930,000 | 82 |
| Number of Non-Managed Accounts | $2,244,000 | 45 |
| Total fiduciary and related assets | $8,328,501,000 | 57 |
| Managed Assets ($) | $1,233,723,000 | 105 |
| Non-managed Assets ($) | $7,094,778,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,048,000 | 43 |
| 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 | $4,210,000 | 63 |
| Number of Managed Accounts | $2,004,000 | 80 |
| Number of Non-Managed Accounts | $2,206,000 | 46 |
| Total fiduciary and related assets | $9,063,060,000 | 58 |
| Managed Assets ($) | $1,342,140,000 | 106 |
| Non-managed Assets ($) | $7,720,920,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,400,000 | 45 |
| 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 | $4,184,000 | 63 |
| Number of Managed Accounts | $1,988,000 | 77 |
| Number of Non-Managed Accounts | $2,196,000 | 47 |
| Total fiduciary and related assets | $8,948,196,000 | 57 |
| Managed Assets ($) | $1,340,409,000 | 98 |
| Non-managed Assets ($) | $7,607,787,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,652,000 | 43 |
| 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 | $4,075,000 | 66 |
| Number of Managed Accounts | $1,977,000 | 78 |
| Number of Non-Managed Accounts | $2,098,000 | 51 |
| Total fiduciary and related assets | $7,769,512,000 | 61 |
| Managed Assets ($) | $1,231,678,000 | 107 |
| Non-managed Assets ($) | $6,537,834,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,810,000 | 45 |
| 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 | $4,341,000 | 61 |
| Number of Managed Accounts | $2,274,000 | 72 |
| Number of Non-Managed Accounts | $2,067,000 | 46 |
| Total fiduciary and related assets | $7,259,050,000 | 61 |
| Managed Assets ($) | $1,177,724,000 | 105 |
| Non-managed Assets ($) | $6,081,326,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,102,000 | 45 |
| 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 | $3,997,000 | 67 |
| Number of Managed Accounts | $1,988,000 | 77 |
| Number of Non-Managed Accounts | $2,009,000 | 49 |
| Total fiduciary and related assets | $6,590,714,000 | 59 |
| Managed Assets ($) | $1,120,284,000 | 103 |
| Non-managed Assets ($) | $5,470,430,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,368,000 | 45 |
| 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 | $4,112,000 | 66 |
| Number of Managed Accounts | $2,096,000 | 75 |
| Number of Non-Managed Accounts | $2,016,000 | 46 |
| Total fiduciary and related assets | $7,705,813,000 | 56 |
| Managed Assets ($) | $1,256,188,000 | 97 |
| Non-managed Assets ($) | $6,449,625,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,862,000 | 45 |
| 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 | $5,567,000 | 56 |
| Number of Managed Accounts | $3,603,000 | 47 |
| Number of Non-Managed Accounts | $1,964,000 | 54 |
| Total fiduciary and related assets | $7,208,260,000 | 60 |
| Managed Assets ($) | $1,229,327,000 | 99 |
| Non-managed Assets ($) | $5,978,933,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,204,000 | 51 |
| 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 | $5,520,000 | 54 |
| Number of Managed Accounts | $3,570,000 | 46 |
| Number of Non-Managed Accounts | $1,950,000 | 51 |
| Total fiduciary and related assets | $6,851,901,000 | 61 |
| Managed Assets ($) | $1,165,730,000 | 101 |
| Non-managed Assets ($) | $5,686,171,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,901,000 | 52 |
| 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 | $5,404,000 | 55 |
| Number of Managed Accounts | $3,528,000 | 49 |
| Number of Non-Managed Accounts | $1,876,000 | 52 |
| Total fiduciary and related assets | $6,110,428,000 | 63 |
| Managed Assets ($) | $1,151,101,000 | 100 |
| Non-managed Assets ($) | $4,959,327,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,182,000 | 53 |
| 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 | $5,375,000 | 54 |
| Number of Managed Accounts | $3,504,000 | 49 |
| Number of Non-Managed Accounts | $1,871,000 | 50 |
| Total fiduciary and related assets | $5,447,194,000 | 63 |
| Managed Assets ($) | $963,665,000 | 112 |
| Non-managed Assets ($) | $4,483,529,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,510,000 | 53 |
| 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 | $5,347,000 | 56 |
| Number of Managed Accounts | $3,532,000 | 51 |
| Number of Non-Managed Accounts | $1,815,000 | 59 |
| Total fiduciary and related assets | $5,551,467,000 | 65 |
| Managed Assets ($) | $1,010,785,000 | 110 |
| Non-managed Assets ($) | $4,540,682,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,056,000 | 53 |
| 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 | $5,302,000 | 55 |
| Number of Managed Accounts | $3,510,000 | 52 |
| Number of Non-Managed Accounts | $1,792,000 | 54 |
| Total fiduciary and related assets | $6,423,704,000 | 67 |
| Managed Assets ($) | $1,316,511,000 | 100 |
| Non-managed Assets ($) | $5,107,193,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,359,000 | 55 |
| 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 | $5,186,000 | 57 |
| Number of Managed Accounts | $3,426,000 | 55 |
| Number of Non-Managed Accounts | $1,760,000 | 57 |
| Total fiduciary and related assets | $6,831,177,000 | 69 |
| Managed Assets ($) | $1,360,976,000 | 101 |
| Non-managed Assets ($) | $5,470,201,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,701,000 | 55 |
| 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 | $5,104,000 | 57 |
| Number of Managed Accounts | $3,398,000 | 57 |
| Number of Non-Managed Accounts | $1,706,000 | 56 |
| Total fiduciary and related assets | $6,708,488,000 | 71 |
| Managed Assets ($) | $1,389,790,000 | 103 |
| Non-managed Assets ($) | $5,318,698,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,343,000 | 57 |
| 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 | $4,944,000 | 63 |
| Number of Managed Accounts | $3,327,000 | 56 |
| Number of Non-Managed Accounts | $1,617,000 | 60 |
| Total fiduciary and related assets | $6,857,533,000 | 70 |
| Managed Assets ($) | $1,485,133,000 | 100 |
| Non-managed Assets ($) | $5,372,400,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,471,000 | 60 |
| 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 | $4,854,000 | 61 |
| Number of Managed Accounts | $3,263,000 | 54 |
| Number of Non-Managed Accounts | $1,591,000 | 55 |
| Total fiduciary and related assets | $6,911,123,000 | 70 |
| Managed Assets ($) | $1,480,770,000 | 102 |
| Non-managed Assets ($) | $5,430,353,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,625,000 | 61 |
| 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 | $4,762,000 | 63 |
| Number of Managed Accounts | $3,221,000 | 55 |
| Number of Non-Managed Accounts | $1,541,000 | 55 |
| Total fiduciary and related assets | $6,637,871,000 | 71 |
| Managed Assets ($) | $1,492,198,000 | 105 |
| Non-managed Assets ($) | $5,145,673,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,616,000 | 64 |
| 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 | $4,628,000 | 63 |
| Number of Managed Accounts | $3,104,000 | 56 |
| Number of Non-Managed Accounts | $1,524,000 | 56 |
| Total fiduciary and related assets | $6,180,007,000 | 71 |
| Managed Assets ($) | $1,427,240,000 | 107 |
| Non-managed Assets ($) | $4,752,767,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,808,000 | 63 |
| 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 | $4,202,000 | 72 |
| Number of Managed Accounts | $2,997,000 | 57 |
| Number of Non-Managed Accounts | $1,205,000 | 72 |
| Total fiduciary and related assets | $3,865,275,000 | 88 |
| Managed Assets ($) | $1,014,838,000 | 129 |
| Non-managed Assets ($) | $2,850,437,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,860,000 | 68 |
| 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 | $4,101,000 | 74 |
| Number of Managed Accounts | $2,923,000 | 62 |
| Number of Non-Managed Accounts | $1,178,000 | 66 |
| Total fiduciary and related assets | $3,548,034,000 | 93 |
| Managed Assets ($) | $966,346,000 | 137 |
| Non-managed Assets ($) | $2,581,688,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,501,000 | 73 |
| 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 | $4,036,000 | 76 |
| Number of Managed Accounts | $2,874,000 | 65 |
| Number of Non-Managed Accounts | $1,162,000 | 68 |
| Total fiduciary and related assets | $3,382,286,000 | 98 |
| Managed Assets ($) | $935,484,000 | 136 |
| Non-managed Assets ($) | $2,446,802,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,612,000 | 76 |
| 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 | $3,992,000 | 75 |
| Number of Managed Accounts | $2,853,000 | 66 |
| Number of Non-Managed Accounts | $1,139,000 | 67 |
| Total fiduciary and related assets | $3,348,371,000 | 98 |
| Managed Assets ($) | $945,178,000 | 140 |
| Non-managed Assets ($) | $2,403,193,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,882,000 | 69 |
| 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 | $3,879,000 | 84 |
| Number of Managed Accounts | $2,771,000 | 69 |
| Number of Non-Managed Accounts | $1,108,000 | 74 |
| Total fiduciary and related assets | $3,018,764,000 | 102 |
| Managed Assets ($) | $863,813,000 | 147 |
| Non-managed Assets ($) | $2,154,951,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,704,000 | 78 |
| 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 | $3,792,000 | 81 |
| Number of Managed Accounts | $2,704,000 | 71 |
| Number of Non-Managed Accounts | $1,088,000 | 67 |
| Total fiduciary and related assets | $2,890,275,000 | 105 |
| Managed Assets ($) | $828,853,000 | 150 |
| Non-managed Assets ($) | $2,061,422,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,715,000 | 78 |
| 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 | $3,729,000 | 82 |
| Number of Managed Accounts | $2,651,000 | 70 |
| Number of Non-Managed Accounts | $1,078,000 | 68 |
| Total fiduciary and related assets | $2,729,287,000 | 106 |
| Managed Assets ($) | $804,756,000 | 149 |
| Non-managed Assets ($) | $1,924,531,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,494,000 | 76 |
| 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 | $3,647,000 | 84 |
| Number of Managed Accounts | $2,580,000 | 74 |
| Number of Non-Managed Accounts | $1,067,000 | 73 |
| Total fiduciary and related assets | $2,646,368,000 | 110 |
| Managed Assets ($) | $796,159,000 | 153 |
| Non-managed Assets ($) | $1,850,209,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,372,000 | 75 |
| 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 | $3,535,000 | 92 |
| Number of Managed Accounts | $2,474,000 | 80 |
| Number of Non-Managed Accounts | $1,061,000 | 87 |
| Total fiduciary and related assets | $2,616,849,000 | 114 |
| Managed Assets ($) | $800,398,000 | 144 |
| Non-managed Assets ($) | $1,816,451,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,532,000 | 82 |
| 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 | $3,388,000 | 88 |
| Number of Managed Accounts | $2,344,000 | 76 |
| Number of Non-Managed Accounts | $1,044,000 | 80 |
| Total fiduciary and related assets | $2,445,238,000 | 117 |
| Managed Assets ($) | $760,472,000 | 147 |
| Non-managed Assets ($) | $1,684,766,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,444,000 | 83 |
| 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 | $3,333,000 | 88 |
| Number of Managed Accounts | $2,316,000 | 77 |
| Number of Non-Managed Accounts | $1,017,000 | 84 |
| Total fiduciary and related assets | $2,398,439,000 | 118 |
| Managed Assets ($) | $759,716,000 | 144 |
| Non-managed Assets ($) | $1,638,723,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,629,000 | 89 |
| 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 | $3,257,000 | 90 |
| Number of Managed Accounts | $2,242,000 | 79 |
| Number of Non-Managed Accounts | $1,015,000 | 84 |
| Total fiduciary and related assets | $2,344,832,000 | 118 |
| Managed Assets ($) | $744,205,000 | 148 |
| Non-managed Assets ($) | $1,600,627,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,815,000 | 90 |
| 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 | $3,207,000 | 98 |
| Number of Managed Accounts | $2,203,000 | 86 |
| Number of Non-Managed Accounts | $1,004,000 | 97 |
| Total fiduciary and related assets | $2,196,259,000 | 125 |
| Managed Assets ($) | $757,709,000 | 150 |
| Non-managed Assets ($) | $1,438,550,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,393,000 | 107 |
| 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 | $2,902,000 | 103 |
| Number of Managed Accounts | $1,976,000 | 93 |
| Number of Non-Managed Accounts | $926,000 | 97 |
| Total fiduciary and related assets | $2,030,892,000 | 132 |
| Managed Assets ($) | $728,373,000 | 155 |
| Non-managed Assets ($) | $1,302,519,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,099,000 | 116 |
| 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 | $2,384,000 | 120 |
| Number of Managed Accounts | $1,991,000 | 92 |
| Number of Non-Managed Accounts | $393,000 | 151 |
| Total fiduciary and related assets | $1,146,569,000 | 174 |
| Managed Assets ($) | $696,475,000 | 162 |
| Non-managed Assets ($) | $450,094,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,905,000 | 130 |
| 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 | $2,450,000 | 120 |
| Number of Managed Accounts | $2,057,000 | 96 |
| Number of Non-Managed Accounts | $393,000 | 160 |
| Total fiduciary and related assets | $1,077,069,000 | 179 |
| Managed Assets ($) | $673,743,000 | 166 |
| Non-managed Assets ($) | $403,326,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,953,000 | 134 |
| 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 | $2,453,000 | 125 |
| Number of Managed Accounts | $2,050,000 | 100 |
| Number of Non-Managed Accounts | $403,000 | 186 |
| Total fiduciary and related assets | $1,094,928,000 | 178 |
| Managed Assets ($) | $691,736,000 | 160 |
| Non-managed Assets ($) | $403,192,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,101,000 | 137 |
| 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 | $2,219,000 | 116 |
| Number of Managed Accounts | $1,967,000 | 98 |
| Number of Non-Managed Accounts | $252,000 | 244 |
| Total fiduciary and related assets | $1,124,319,000 | 164 |
| Managed Assets ($) | $1,065,773,000 | 123 |
| Non-managed Assets ($) | $58,546,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,003,000 | 137 |
| 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 | $7,162,000 | 138 |
| 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 | $6,409,000 | 166 |
| 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 | $5,653,000 | 184 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $4,783,000 | 202 |
| 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 | $4,421,000 | 230 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,822,000 | 261 |
| 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 | $3,503,000 | 276 |
| 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 | $3,048,000 | 301 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,484,000 | 339 |