Home > First Interstate Bank > Fiduciary and Related Services
First Interstate Bank, Fiduciary and Related Services
| 2025-03-31 | 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 | $3,687,000 | 91 |
| Number of Managed Accounts | $3,497,000 | 71 |
| Number of Non-Managed Accounts | $190,000 | 142 |
| Total fiduciary and related assets | $6,229,697,000 | 106 |
| Managed Assets ($) | $5,169,393,000 | 80 |
| Non-managed Assets ($) | $1,060,304,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,034,000 | 105 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,680,000 | 89 |
| Number of Managed Accounts | $3,494,000 | 68 |
| Number of Non-Managed Accounts | $186,000 | 173 |
| Total fiduciary and related assets | $6,309,414,000 | 105 |
| Managed Assets ($) | $5,274,320,000 | 81 |
| Non-managed Assets ($) | $1,035,094,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,839,000 | 99 |
| 2024-09-30 | 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 | $3,776,000 | 88 |
| Number of Managed Accounts | $3,570,000 | 69 |
| Number of Non-Managed Accounts | $206,000 | 135 |
| Total fiduciary and related assets | $6,417,538,000 | 104 |
| Managed Assets ($) | $5,366,097,000 | 81 |
| Non-managed Assets ($) | $1,051,441,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,936,000 | 102 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,860,000 | 87 |
| Number of Managed Accounts | $3,642,000 | 69 |
| Number of Non-Managed Accounts | $218,000 | 142 |
| Total fiduciary and related assets | $6,258,114,000 | 104 |
| Managed Assets ($) | $5,213,835,000 | 78 |
| Non-managed Assets ($) | $1,044,279,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,092,000 | 106 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,947,000 | 86 |
| Number of Managed Accounts | $3,721,000 | 68 |
| Number of Non-Managed Accounts | $226,000 | 129 |
| Total fiduciary and related assets | $6,148,597,000 | 106 |
| Managed Assets ($) | $5,089,987,000 | 81 |
| Non-managed Assets ($) | $1,058,610,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,377,000 | 94 |
| 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 | $3,969,000 | 83 |
| Number of Managed Accounts | $3,740,000 | 66 |
| Number of Non-Managed Accounts | $229,000 | 153 |
| Total fiduciary and related assets | $6,252,197,000 | 100 |
| Managed Assets ($) | $5,047,710,000 | 76 |
| Non-managed Assets ($) | $1,204,487,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,855,000 | 91 |
| 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 | $4,079,000 | 83 |
| Number of Managed Accounts | $3,844,000 | 65 |
| Number of Non-Managed Accounts | $235,000 | 124 |
| Total fiduciary and related assets | $5,857,715,000 | 104 |
| Managed Assets ($) | $4,714,327,000 | 80 |
| Non-managed Assets ($) | $1,143,388,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,653,000 | 93 |
| 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 | $4,150,000 | 79 |
| Number of Managed Accounts | $3,911,000 | 63 |
| Number of Non-Managed Accounts | $239,000 | 134 |
| Total fiduciary and related assets | $6,018,399,000 | 99 |
| Managed Assets ($) | $5,135,068,000 | 74 |
| Non-managed Assets ($) | $883,331,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,496,000 | 89 |
| 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 | $4,206,000 | 80 |
| Number of Managed Accounts | $3,934,000 | 65 |
| Number of Non-Managed Accounts | $272,000 | 121 |
| Total fiduciary and related assets | $6,027,027,000 | 105 |
| Managed Assets ($) | $5,137,408,000 | 78 |
| Non-managed Assets ($) | $889,619,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,397,000 | 93 |
| 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 | $4,220,000 | 81 |
| Number of Managed Accounts | $3,934,000 | 67 |
| Number of Non-Managed Accounts | $286,000 | 133 |
| Total fiduciary and related assets | $5,842,504,000 | 103 |
| Managed Assets ($) | $4,946,309,000 | 78 |
| Non-managed Assets ($) | $896,195,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,258,000 | 97 |
| 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 | $4,228,000 | 80 |
| Number of Managed Accounts | $3,937,000 | 65 |
| Number of Non-Managed Accounts | $291,000 | 121 |
| Total fiduciary and related assets | $5,698,293,000 | 104 |
| Managed Assets ($) | $4,717,020,000 | 78 |
| Non-managed Assets ($) | $981,273,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,294,000 | 99 |
| 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 | $4,181,000 | 68 |
| Number of Managed Accounts | $3,902,000 | 59 |
| Number of Non-Managed Accounts | $279,000 | 110 |
| Total fiduciary and related assets | $5,652,764,000 | 84 |
| Managed Assets ($) | $4,667,492,000 | 66 |
| Non-managed Assets ($) | $985,272,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,987,000 | 80 |
| 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 | $4,205,000 | 70 |
| Number of Managed Accounts | $3,921,000 | 57 |
| Number of Non-Managed Accounts | $284,000 | 108 |
| Total fiduciary and related assets | $6,321,126,000 | 85 |
| Managed Assets ($) | $5,098,204,000 | 67 |
| Non-managed Assets ($) | $1,222,922,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,584,000 | 85 |
| 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 | $2,357,000 | 110 |
| Number of Managed Accounts | $2,323,000 | 92 |
| Number of Non-Managed Accounts | $34,000 | 454 |
| Total fiduciary and related assets | $4,125,193,000 | 109 |
| Managed Assets ($) | $3,677,932,000 | 86 |
| Non-managed Assets ($) | $447,261,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,829,000 | 100 |
| 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 | $2,380,000 | 108 |
| Number of Managed Accounts | $2,345,000 | 92 |
| Number of Non-Managed Accounts | $35,000 | 259 |
| Total fiduciary and related assets | $4,003,194,000 | 109 |
| Managed Assets ($) | $3,572,978,000 | 88 |
| Non-managed Assets ($) | $430,216,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,031,000 | 99 |
| 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 | $2,384,000 | 106 |
| Number of Managed Accounts | $2,349,000 | 94 |
| Number of Non-Managed Accounts | $35,000 | 294 |
| Total fiduciary and related assets | $4,259,471,000 | 102 |
| Managed Assets ($) | $3,569,832,000 | 87 |
| Non-managed Assets ($) | $689,639,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,928,000 | 99 |
| 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 | $2,370,000 | 110 |
| Number of Managed Accounts | $2,335,000 | 96 |
| Number of Non-Managed Accounts | $35,000 | 262 |
| Total fiduciary and related assets | $4,172,969,000 | 100 |
| Managed Assets ($) | $3,490,444,000 | 82 |
| Non-managed Assets ($) | $682,525,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,973,000 | 101 |
| 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 | $2,411,000 | 109 |
| Number of Managed Accounts | $2,353,000 | 94 |
| Number of Non-Managed Accounts | $58,000 | 353 |
| Total fiduciary and related assets | $3,797,196,000 | 106 |
| Managed Assets ($) | $2,816,358,000 | 95 |
| Non-managed Assets ($) | $980,838,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,188,000 | 95 |
| 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 | $2,318,000 | 107 |
| Number of Managed Accounts | $2,278,000 | 93 |
| Number of Non-Managed Accounts | $40,000 | 252 |
| Total fiduciary and related assets | $3,577,398,000 | 103 |
| Managed Assets ($) | $2,673,143,000 | 92 |
| Non-managed Assets ($) | $904,255,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,961,000 | 98 |
| 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 | $2,535,000 | 104 |
| Number of Managed Accounts | $2,469,000 | 85 |
| Number of Non-Managed Accounts | $66,000 | 233 |
| Total fiduciary and related assets | $3,676,246,000 | 100 |
| Managed Assets ($) | $2,541,018,000 | 96 |
| Non-managed Assets ($) | $1,135,228,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,233,000 | 97 |
| 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 | $2,593,000 | 101 |
| Number of Managed Accounts | $2,527,000 | 83 |
| Number of Non-Managed Accounts | $66,000 | 219 |
| Total fiduciary and related assets | $3,462,875,000 | 101 |
| Managed Assets ($) | $2,466,592,000 | 89 |
| Non-managed Assets ($) | $996,283,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,805,000 | 97 |
| 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 | $2,633,000 | 103 |
| Number of Managed Accounts | $2,572,000 | 82 |
| Number of Non-Managed Accounts | $61,000 | 356 |
| Total fiduciary and related assets | $4,094,039,000 | 97 |
| Managed Assets ($) | $2,980,535,000 | 87 |
| Non-managed Assets ($) | $1,113,504,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,274,000 | 94 |
| 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 | $2,714,000 | 94 |
| Number of Managed Accounts | $2,646,000 | 81 |
| Number of Non-Managed Accounts | $68,000 | 218 |
| Total fiduciary and related assets | $3,826,030,000 | 101 |
| Managed Assets ($) | $2,766,664,000 | 92 |
| Non-managed Assets ($) | $1,059,366,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,275,000 | 95 |
| 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 | $2,771,000 | 94 |
| Number of Managed Accounts | $2,699,000 | 78 |
| Number of Non-Managed Accounts | $72,000 | 222 |
| Total fiduciary and related assets | $3,828,137,000 | 100 |
| Managed Assets ($) | $2,762,924,000 | 88 |
| Non-managed Assets ($) | $1,065,213,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,477,000 | 95 |
| 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 | $2,779,000 | 94 |
| Number of Managed Accounts | $2,702,000 | 78 |
| Number of Non-Managed Accounts | $77,000 | 215 |
| Total fiduciary and related assets | $3,808,887,000 | 97 |
| Managed Assets ($) | $2,762,388,000 | 88 |
| Non-managed Assets ($) | $1,046,499,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,684,000 | 96 |
| 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 | $2,800,000 | 93 |
| Number of Managed Accounts | $2,722,000 | 75 |
| Number of Non-Managed Accounts | $78,000 | 300 |
| Total fiduciary and related assets | $3,562,386,000 | 97 |
| Managed Assets ($) | $2,586,399,000 | 86 |
| Non-managed Assets ($) | $975,987,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,133,000 | 95 |
| 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 | $2,834,000 | 90 |
| Number of Managed Accounts | $2,744,000 | 75 |
| Number of Non-Managed Accounts | $90,000 | 204 |
| Total fiduciary and related assets | $3,826,750,000 | 94 |
| Managed Assets ($) | $2,769,936,000 | 84 |
| Non-managed Assets ($) | $1,056,814,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,480,000 | 94 |
| 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 | $5,645,000 | 54 |
| Number of Managed Accounts | $5,437,000 | 41 |
| Number of Non-Managed Accounts | $208,000 | 143 |
| Total fiduciary and related assets | $4,713,929,000 | 84 |
| Managed Assets ($) | $2,729,759,000 | 85 |
| Non-managed Assets ($) | $1,984,170,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,739,000 | 94 |
| 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 | $2,863,000 | 89 |
| Number of Managed Accounts | $2,751,000 | 72 |
| Number of Non-Managed Accounts | $112,000 | 196 |
| Total fiduciary and related assets | $3,634,842,000 | 99 |
| Managed Assets ($) | $2,648,863,000 | 87 |
| Non-managed Assets ($) | $985,979,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,919,000 | 94 |
| 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 | $2,816,000 | 92 |
| Number of Managed Accounts | $2,703,000 | 72 |
| Number of Non-Managed Accounts | $113,000 | 254 |
| Total fiduciary and related assets | $3,633,807,000 | 99 |
| Managed Assets ($) | $2,707,867,000 | 86 |
| Non-managed Assets ($) | $925,940,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,962,000 | 96 |
| 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 | $2,794,000 | 90 |
| Number of Managed Accounts | $2,668,000 | 74 |
| Number of Non-Managed Accounts | $126,000 | 183 |
| Total fiduciary and related assets | $3,483,490,000 | 99 |
| Managed Assets ($) | $2,604,314,000 | 87 |
| Non-managed Assets ($) | $879,176,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,426,000 | 96 |
| 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 | $2,701,000 | 87 |
| Number of Managed Accounts | $2,574,000 | 72 |
| Number of Non-Managed Accounts | $127,000 | 183 |
| Total fiduciary and related assets | $3,341,958,000 | 100 |
| Managed Assets ($) | $2,524,895,000 | 83 |
| Non-managed Assets ($) | $817,063,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,635,000 | 97 |
| 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 | $2,650,000 | 88 |
| Number of Managed Accounts | $2,494,000 | 74 |
| Number of Non-Managed Accounts | $156,000 | 164 |
| Total fiduciary and related assets | $3,299,763,000 | 99 |
| Managed Assets ($) | $2,514,984,000 | 85 |
| Non-managed Assets ($) | $784,779,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,295,000 | 95 |
| 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 | $2,596,000 | 95 |
| Number of Managed Accounts | $2,448,000 | 77 |
| Number of Non-Managed Accounts | $148,000 | 222 |
| Total fiduciary and related assets | $3,194,195,000 | 98 |
| Managed Assets ($) | $2,479,984,000 | 83 |
| Non-managed Assets ($) | $714,211,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,811,000 | 96 |
| 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 | $2,609,000 | 91 |
| Number of Managed Accounts | $2,454,000 | 74 |
| Number of Non-Managed Accounts | $155,000 | 165 |
| Total fiduciary and related assets | $3,038,913,000 | 99 |
| Managed Assets ($) | $2,367,018,000 | 85 |
| Non-managed Assets ($) | $671,895,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,418,000 | 96 |
| 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 | $2,613,000 | 94 |
| Number of Managed Accounts | $2,465,000 | 75 |
| Number of Non-Managed Accounts | $148,000 | 173 |
| Total fiduciary and related assets | $2,936,706,000 | 101 |
| Managed Assets ($) | $2,297,447,000 | 87 |
| Non-managed Assets ($) | $639,259,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,259,000 | 96 |
| 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 | $2,595,000 | 96 |
| Number of Managed Accounts | $2,439,000 | 76 |
| Number of Non-Managed Accounts | $156,000 | 168 |
| Total fiduciary and related assets | $2,902,425,000 | 102 |
| Managed Assets ($) | $2,267,753,000 | 87 |
| Non-managed Assets ($) | $634,672,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,916,000 | 97 |
| 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 | $2,572,000 | 97 |
| Number of Managed Accounts | $2,415,000 | 74 |
| Number of Non-Managed Accounts | $157,000 | 221 |
| Total fiduciary and related assets | $2,866,873,000 | 101 |
| Managed Assets ($) | $2,249,374,000 | 83 |
| Non-managed Assets ($) | $617,499,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,617,000 | 93 |
| 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 | $2,538,000 | 96 |
| Number of Managed Accounts | $2,379,000 | 74 |
| Number of Non-Managed Accounts | $159,000 | 169 |
| Total fiduciary and related assets | $2,837,047,000 | 102 |
| Managed Assets ($) | $2,228,375,000 | 81 |
| Non-managed Assets ($) | $608,672,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,165,000 | 94 |
| 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 | $2,482,000 | 98 |
| Number of Managed Accounts | $2,341,000 | 76 |
| Number of Non-Managed Accounts | $141,000 | 178 |
| Total fiduciary and related assets | $2,951,878,000 | 102 |
| Managed Assets ($) | $2,320,696,000 | 84 |
| Non-managed Assets ($) | $631,182,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,858,000 | 97 |
| 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 | $2,469,000 | 99 |
| Number of Managed Accounts | $2,314,000 | 77 |
| Number of Non-Managed Accounts | $155,000 | 171 |
| Total fiduciary and related assets | $2,932,114,000 | 102 |
| Managed Assets ($) | $2,291,311,000 | 83 |
| Non-managed Assets ($) | $640,803,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,946,000 | 96 |
| 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 | $2,404,000 | 101 |
| Number of Managed Accounts | $2,248,000 | 78 |
| Number of Non-Managed Accounts | $156,000 | 229 |
| Total fiduciary and related assets | $2,895,233,000 | 101 |
| Managed Assets ($) | $2,273,413,000 | 82 |
| Non-managed Assets ($) | $621,820,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,333,000 | 94 |
| 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 | $2,339,000 | 100 |
| Number of Managed Accounts | $2,187,000 | 80 |
| Number of Non-Managed Accounts | $152,000 | 167 |
| Total fiduciary and related assets | $2,835,715,000 | 101 |
| Managed Assets ($) | $2,227,808,000 | 82 |
| Non-managed Assets ($) | $607,907,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,372,000 | 94 |
| 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 | $2,305,000 | 101 |
| Number of Managed Accounts | $2,150,000 | 80 |
| Number of Non-Managed Accounts | $155,000 | 164 |
| Total fiduciary and related assets | $2,911,232,000 | 96 |
| Managed Assets ($) | $2,286,751,000 | 81 |
| Non-managed Assets ($) | $624,481,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,217,000 | 97 |
| 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 | $2,270,000 | 103 |
| Number of Managed Accounts | $2,113,000 | 85 |
| Number of Non-Managed Accounts | $157,000 | 166 |
| Total fiduciary and related assets | $2,860,488,000 | 99 |
| Managed Assets ($) | $2,247,032,000 | 81 |
| Non-managed Assets ($) | $613,456,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,559,000 | 99 |
| 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 | $2,222,000 | 108 |
| Number of Managed Accounts | $2,067,000 | 85 |
| Number of Non-Managed Accounts | $155,000 | 232 |
| Total fiduciary and related assets | $2,815,396,000 | 99 |
| Managed Assets ($) | $2,220,076,000 | 82 |
| Non-managed Assets ($) | $595,320,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,437,000 | 100 |
| 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 | $2,152,000 | 106 |
| Number of Managed Accounts | $1,996,000 | 87 |
| Number of Non-Managed Accounts | $156,000 | 169 |
| Total fiduciary and related assets | $2,659,147,000 | 99 |
| Managed Assets ($) | $2,099,161,000 | 82 |
| Non-managed Assets ($) | $559,986,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,807,000 | 100 |
| 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 | $2,100,000 | 107 |
| Number of Managed Accounts | $1,943,000 | 87 |
| Number of Non-Managed Accounts | $157,000 | 172 |
| Total fiduciary and related assets | $2,478,347,000 | 101 |
| Managed Assets ($) | $1,940,013,000 | 85 |
| Non-managed Assets ($) | $538,334,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,513,000 | 100 |
| 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 | $2,058,000 | 110 |
| Number of Managed Accounts | $1,897,000 | 87 |
| Number of Non-Managed Accounts | $161,000 | 171 |
| Total fiduciary and related assets | $2,490,237,000 | 103 |
| Managed Assets ($) | $1,950,002,000 | 84 |
| Non-managed Assets ($) | $540,235,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,269,000 | 99 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,993,000 | 113 |
| Number of Managed Accounts | $1,834,000 | 87 |
| Number of Non-Managed Accounts | $159,000 | 240 |
| Total fiduciary and related assets | $2,322,345,000 | 101 |
| Managed Assets ($) | $1,834,528,000 | 84 |
| Non-managed Assets ($) | $487,817,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,583,000 | 100 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,937,000 | 112 |
| Number of Managed Accounts | $1,785,000 | 92 |
| Number of Non-Managed Accounts | $152,000 | 169 |
| Total fiduciary and related assets | $2,286,343,000 | 102 |
| Managed Assets ($) | $1,800,230,000 | 85 |
| Non-managed Assets ($) | $486,113,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,593,000 | 100 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,930,000 | 113 |
| Number of Managed Accounts | $1,774,000 | 92 |
| Number of Non-Managed Accounts | $156,000 | 168 |
| Total fiduciary and related assets | $2,047,652,000 | 106 |
| Managed Assets ($) | $1,585,390,000 | 91 |
| Non-managed Assets ($) | $462,262,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,799,000 | 99 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,908,000 | 114 |
| Number of Managed Accounts | $1,751,000 | 92 |
| Number of Non-Managed Accounts | $157,000 | 166 |
| Total fiduciary and related assets | $1,986,836,000 | 108 |
| Managed Assets ($) | $1,520,666,000 | 96 |
| Non-managed Assets ($) | $466,170,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,787,000 | 101 |
| 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 | $1,845,000 | 119 |
| Number of Managed Accounts | $1,689,000 | 93 |
| Number of Non-Managed Accounts | $156,000 | 244 |
| Total fiduciary and related assets | $1,839,747,000 | 111 |
| Managed Assets ($) | $1,421,973,000 | 97 |
| Non-managed Assets ($) | $417,774,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,886,000 | 90 |
| 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 | $1,833,000 | 118 |
| Number of Managed Accounts | $1,677,000 | 97 |
| Number of Non-Managed Accounts | $156,000 | 171 |
| Total fiduciary and related assets | $1,775,765,000 | 115 |
| Managed Assets ($) | $1,387,477,000 | 100 |
| Non-managed Assets ($) | $388,288,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,172,000 | 90 |
| 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 | $1,783,000 | 122 |
| Number of Managed Accounts | $1,627,000 | 99 |
| Number of Non-Managed Accounts | $156,000 | 174 |
| Total fiduciary and related assets | $1,960,941,000 | 110 |
| Managed Assets ($) | $1,516,103,000 | 96 |
| Non-managed Assets ($) | $444,838,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,496,000 | 91 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,761,000 | 120 |
| Number of Managed Accounts | $1,578,000 | 95 |
| Number of Non-Managed Accounts | $183,000 | 167 |
| Total fiduciary and related assets | $1,910,848,000 | 111 |
| Managed Assets ($) | $1,467,679,000 | 95 |
| Non-managed Assets ($) | $443,169,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,650,000 | 91 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,705,000 | 130 |
| Number of Managed Accounts | $1,526,000 | 100 |
| Number of Non-Managed Accounts | $179,000 | 234 |
| Total fiduciary and related assets | $1,871,636,000 | 112 |
| Managed Assets ($) | $1,437,576,000 | 97 |
| Non-managed Assets ($) | $434,060,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,759,000 | 92 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,676,000 | 126 |
| Number of Managed Accounts | $1,496,000 | 101 |
| Number of Non-Managed Accounts | $180,000 | 166 |
| Total fiduciary and related assets | $1,790,470,000 | 112 |
| Managed Assets ($) | $1,364,944,000 | 95 |
| Non-managed Assets ($) | $425,526,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,281,000 | 91 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,687,000 | 126 |
| Number of Managed Accounts | $1,502,000 | 99 |
| Number of Non-Managed Accounts | $185,000 | 164 |
| Total fiduciary and related assets | $1,723,868,000 | 110 |
| Managed Assets ($) | $1,304,216,000 | 91 |
| Non-managed Assets ($) | $419,652,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,776,000 | 93 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,635,000 | 133 |
| Number of Managed Accounts | $1,449,000 | 105 |
| Number of Non-Managed Accounts | $186,000 | 163 |
| Total fiduciary and related assets | $1,755,087,000 | 113 |
| Managed Assets ($) | $1,306,660,000 | 94 |
| Non-managed Assets ($) | $448,427,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,373,000 | 93 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,555,000 | 147 |
| Number of Managed Accounts | $1,362,000 | 116 |
| Number of Non-Managed Accounts | $193,000 | 225 |
| Total fiduciary and related assets | $1,679,085,000 | 113 |
| Managed Assets ($) | $1,252,836,000 | 98 |
| Non-managed Assets ($) | $426,249,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,013,000 | 103 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,541,000 | 139 |
| Number of Managed Accounts | $1,278,000 | 119 |
| Number of Non-Managed Accounts | $263,000 | 143 |
| Total fiduciary and related assets | $2,017,871,000 | 105 |
| Managed Assets ($) | $1,186,648,000 | 100 |
| Non-managed Assets ($) | $831,223,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,782,000 | 104 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,506,000 | 142 |
| Number of Managed Accounts | $1,250,000 | 127 |
| Number of Non-Managed Accounts | $256,000 | 149 |
| Total fiduciary and related assets | $1,903,040,000 | 106 |
| Managed Assets ($) | $1,115,451,000 | 102 |
| Non-managed Assets ($) | $787,589,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,701,000 | 107 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,515,000 | 138 |
| Number of Managed Accounts | $1,251,000 | 126 |
| Number of Non-Managed Accounts | $264,000 | 143 |
| Total fiduciary and related assets | $1,879,918,000 | 106 |
| Managed Assets ($) | $1,096,005,000 | 98 |
| Non-managed Assets ($) | $783,913,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,817,000 | 107 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,507,000 | 151 |
| Number of Managed Accounts | $1,239,000 | 131 |
| Number of Non-Managed Accounts | $268,000 | 196 |
| Total fiduciary and related assets | $1,905,400,000 | 109 |
| Managed Assets ($) | $1,111,274,000 | 101 |
| Non-managed Assets ($) | $794,126,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,558,000 | 107 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,502,000 | 141 |
| Number of Managed Accounts | $1,227,000 | 127 |
| Number of Non-Managed Accounts | $275,000 | 145 |
| Total fiduciary and related assets | $1,854,678,000 | 111 |
| Managed Assets ($) | $982,990,000 | 117 |
| Non-managed Assets ($) | $871,688,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,490,000 | 111 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,512,000 | 144 |
| Number of Managed Accounts | $1,232,000 | 126 |
| Number of Non-Managed Accounts | $280,000 | 148 |
| Total fiduciary and related assets | $1,948,449,000 | 114 |
| Managed Assets ($) | $1,022,467,000 | 122 |
| Non-managed Assets ($) | $925,982,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,396,000 | 114 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,495,000 | 145 |
| Number of Managed Accounts | $1,211,000 | 132 |
| Number of Non-Managed Accounts | $284,000 | 146 |
| Total fiduciary and related assets | $1,954,088,000 | 120 |
| Managed Assets ($) | $984,138,000 | 132 |
| Non-managed Assets ($) | $969,950,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,130,000 | 116 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 156 |
| Number of Managed Accounts | $1,194,000 | 136 |
| Number of Non-Managed Accounts | $279,000 | 197 |
| Total fiduciary and related assets | $2,023,627,000 | 119 |
| Managed Assets ($) | $1,009,954,000 | 130 |
| Non-managed Assets ($) | $1,013,673,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,261,000 | 117 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,476,000 | 144 |
| Number of Managed Accounts | $1,188,000 | 135 |
| Number of Non-Managed Accounts | $288,000 | 139 |
| Total fiduciary and related assets | $1,946,588,000 | 122 |
| Managed Assets ($) | $997,100,000 | 132 |
| Non-managed Assets ($) | $949,488,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,121,000 | 116 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,464,000 | 149 |
| Number of Managed Accounts | $1,173,000 | 138 |
| Number of Non-Managed Accounts | $291,000 | 143 |
| Total fiduciary and related assets | $1,914,834,000 | 129 |
| Managed Assets ($) | $978,625,000 | 138 |
| Non-managed Assets ($) | $936,209,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,923,000 | 123 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,473,000 | 144 |
| Number of Managed Accounts | $1,175,000 | 139 |
| Number of Non-Managed Accounts | $298,000 | 139 |
| Total fiduciary and related assets | $1,924,662,000 | 129 |
| Managed Assets ($) | $955,159,000 | 138 |
| Non-managed Assets ($) | $969,503,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,950,000 | 122 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,459,000 | 154 |
| Number of Managed Accounts | $1,158,000 | 142 |
| Number of Non-Managed Accounts | $301,000 | 182 |
| Total fiduciary and related assets | $1,848,246,000 | 125 |
| Managed Assets ($) | $922,815,000 | 139 |
| Non-managed Assets ($) | $925,431,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,537,000 | 119 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,463,000 | 146 |
| Number of Managed Accounts | $1,160,000 | 143 |
| Number of Non-Managed Accounts | $303,000 | 141 |
| Total fiduciary and related assets | $1,694,085,000 | 136 |
| Managed Assets ($) | $861,553,000 | 148 |
| Non-managed Assets ($) | $832,532,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,666,000 | 124 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,486,000 | 149 |
| Number of Managed Accounts | $1,182,000 | 144 |
| Number of Non-Managed Accounts | $304,000 | 147 |
| Total fiduciary and related assets | $1,614,022,000 | 142 |
| Managed Assets ($) | $823,620,000 | 155 |
| Non-managed Assets ($) | $790,402,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,770,000 | 130 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,536,000 | 146 |
| Number of Managed Accounts | $1,210,000 | 141 |
| Number of Non-Managed Accounts | $326,000 | 146 |
| Total fiduciary and related assets | $1,705,920,000 | 137 |
| Managed Assets ($) | $831,305,000 | 154 |
| Non-managed Assets ($) | $874,615,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,776,000 | 130 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,545,000 | 151 |
| Number of Managed Accounts | $1,229,000 | 137 |
| Number of Non-Managed Accounts | $316,000 | 181 |
| Total fiduciary and related assets | $1,573,415,000 | 141 |
| Managed Assets ($) | $815,216,000 | 157 |
| Non-managed Assets ($) | $758,199,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,398,000 | 135 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,537,000 | 141 |
| Number of Managed Accounts | $1,222,000 | 133 |
| Number of Non-Managed Accounts | $315,000 | 141 |
| Total fiduciary and related assets | $1,543,299,000 | 143 |
| Managed Assets ($) | $806,939,000 | 153 |
| Non-managed Assets ($) | $736,360,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,694,000 | 135 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,551,000 | 141 |
| Number of Managed Accounts | $1,238,000 | 129 |
| Number of Non-Managed Accounts | $313,000 | 143 |
| Total fiduciary and related assets | $1,499,763,000 | 139 |
| Managed Assets ($) | $816,537,000 | 148 |
| Non-managed Assets ($) | $683,226,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,119,000 | 137 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,570,000 | 145 |
| Number of Managed Accounts | $1,248,000 | 127 |
| Number of Non-Managed Accounts | $322,000 | 145 |
| Total fiduciary and related assets | $1,518,155,000 | 142 |
| Managed Assets ($) | $799,829,000 | 152 |
| Non-managed Assets ($) | $718,326,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,576,000 | 141 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,569,000 | 156 |
| Number of Managed Accounts | $1,251,000 | 130 |
| Number of Non-Managed Accounts | $318,000 | 185 |
| Total fiduciary and related assets | $1,491,196,000 | 147 |
| Managed Assets ($) | $776,723,000 | 148 |
| Non-managed Assets ($) | $714,473,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,743,000 | 141 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,576,000 | 143 |
| Number of Managed Accounts | $1,255,000 | 127 |
| Number of Non-Managed Accounts | $321,000 | 143 |
| Total fiduciary and related assets | $1,345,803,000 | 153 |
| Managed Assets ($) | $747,785,000 | 148 |
| Non-managed Assets ($) | $598,018,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,254,000 | 138 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,577,000 | 141 |
| Number of Managed Accounts | $1,252,000 | 128 |
| Number of Non-Managed Accounts | $325,000 | 141 |
| Total fiduciary and related assets | $1,356,094,000 | 151 |
| Managed Assets ($) | $725,251,000 | 148 |
| Non-managed Assets ($) | $630,843,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,820,000 | 144 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,569,000 | 139 |
| Number of Managed Accounts | $1,236,000 | 135 |
| Number of Non-Managed Accounts | $333,000 | 143 |
| Total fiduciary and related assets | $1,357,682,000 | 153 |
| Managed Assets ($) | $724,429,000 | 150 |
| Non-managed Assets ($) | $633,253,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 146 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,575,000 | 153 |
| Number of Managed Accounts | $1,242,000 | 140 |
| Number of Non-Managed Accounts | $333,000 | 197 |
| Total fiduciary and related assets | $1,314,585,000 | 159 |
| Managed Assets ($) | $696,119,000 | 158 |
| Non-managed Assets ($) | $618,466,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,148,000 | 150 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,598,000 | 143 |
| Number of Managed Accounts | $1,251,000 | 140 |
| Number of Non-Managed Accounts | $347,000 | 161 |
| Total fiduciary and related assets | $1,270,182,000 | 165 |
| Managed Assets ($) | $665,752,000 | 167 |
| Non-managed Assets ($) | $604,430,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,766,000 | 158 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,612,000 | 148 |
| Number of Managed Accounts | $1,256,000 | 137 |
| Number of Non-Managed Accounts | $356,000 | 160 |
| Total fiduciary and related assets | $1,281,717,000 | 167 |
| Managed Assets ($) | $658,240,000 | 167 |
| Non-managed Assets ($) | $623,477,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,493,000 | 165 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 154 |
| Number of Managed Accounts | $1,267,000 | 144 |
| Number of Non-Managed Accounts | $375,000 | 167 |
| Total fiduciary and related assets | $1,283,414,000 | 165 |
| Managed Assets ($) | $653,234,000 | 169 |
| Non-managed Assets ($) | $630,180,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,190,000 | 172 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,689,000 | 161 |
| Number of Managed Accounts | $1,288,000 | 146 |
| Number of Non-Managed Accounts | $401,000 | 187 |
| Total fiduciary and related assets | $1,208,073,000 | 169 |
| Managed Assets ($) | $637,351,000 | 169 |
| Non-managed Assets ($) | $570,722,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,718,000 | 171 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,800,000 | 136 |
| Number of Managed Accounts | $1,340,000 | 128 |
| Number of Non-Managed Accounts | $460,000 | 155 |
| Total fiduciary and related assets | $1,072,033,000 | 165 |
| Managed Assets ($) | $491,183,000 | 184 |
| Non-managed Assets ($) | $580,850,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,702,000 | 175 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,745,000 | 240 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,519,000 | 290 |
| 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 | $2,253,000 | 296 |
| 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 | $2,065,000 | 319 |
| 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 | $1,689,000 | 389 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,413,000 | 455 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,288,000 | 461 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,349,000 | 474 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,187,000 | 503 |