Home > First PREMIER Bank > Fiduciary and Related Services
First PREMIER Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,118,000 | 232 |
| Number of Managed Accounts | $1,013,000 | 205 |
| Number of Non-Managed Accounts | $105,000 | 251 |
| Total fiduciary and related assets | $3,274,096,000 | 135 |
| Managed Assets ($) | $2,330,080,000 | 125 |
| Non-managed Assets ($) | $944,016,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,687,000 | 175 |
| 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 | $1,096,000 | 219 |
| Number of Managed Accounts | $993,000 | 196 |
| Number of Non-Managed Accounts | $103,000 | 195 |
| Total fiduciary and related assets | $2,956,170,000 | 143 |
| Managed Assets ($) | $2,081,599,000 | 131 |
| Non-managed Assets ($) | $874,571,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,422,000 | 173 |
| 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 | $1,080,000 | 228 |
| Number of Managed Accounts | $978,000 | 201 |
| Number of Non-Managed Accounts | $102,000 | 216 |
| Total fiduciary and related assets | $3,091,675,000 | 137 |
| Managed Assets ($) | $2,143,131,000 | 126 |
| Non-managed Assets ($) | $948,544,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,982,000 | 171 |
| 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 | $1,076,000 | 223 |
| Number of Managed Accounts | $974,000 | 199 |
| Number of Non-Managed Accounts | $102,000 | 197 |
| Total fiduciary and related assets | $3,032,946,000 | 143 |
| Managed Assets ($) | $2,103,674,000 | 132 |
| Non-managed Assets ($) | $929,272,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,491,000 | 172 |
| 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 | $1,057,000 | 241 |
| Number of Managed Accounts | $953,000 | 213 |
| Number of Non-Managed Accounts | $104,000 | 252 |
| Total fiduciary and related assets | $5,143,827,000 | 112 |
| Managed Assets ($) | $2,096,356,000 | 132 |
| Non-managed Assets ($) | $3,047,471,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,299,000 | 186 |
| 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 | $1,035,000 | 234 |
| Number of Managed Accounts | $931,000 | 207 |
| Number of Non-Managed Accounts | $104,000 | 197 |
| Total fiduciary and related assets | $5,190,943,000 | 111 |
| Managed Assets ($) | $2,005,915,000 | 129 |
| Non-managed Assets ($) | $3,185,028,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,162,000 | 185 |
| 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 | $1,032,000 | 218 |
| Number of Managed Accounts | $930,000 | 196 |
| Number of Non-Managed Accounts | $102,000 | 194 |
| Total fiduciary and related assets | $5,301,260,000 | 88 |
| Managed Assets ($) | $2,133,833,000 | 106 |
| Non-managed Assets ($) | $3,167,427,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,774,000 | 155 |
| 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 | $1,046,000 | 210 |
| Number of Managed Accounts | $942,000 | 187 |
| Number of Non-Managed Accounts | $104,000 | 177 |
| Total fiduciary and related assets | $7,105,706,000 | 74 |
| Managed Assets ($) | $1,815,465,000 | 127 |
| Non-managed Assets ($) | $5,290,241,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,388,000 | 158 |
| 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 | $1,049,000 | 221 |
| Number of Managed Accounts | $947,000 | 193 |
| Number of Non-Managed Accounts | $102,000 | 239 |
| Total fiduciary and related assets | $5,145,715,000 | 91 |
| Managed Assets ($) | $1,848,544,000 | 129 |
| Non-managed Assets ($) | $3,297,171,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,458,000 | 162 |
| 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 | $1,037,000 | 215 |
| Number of Managed Accounts | $941,000 | 189 |
| Number of Non-Managed Accounts | $96,000 | 185 |
| Total fiduciary and related assets | $4,679,617,000 | 94 |
| Managed Assets ($) | $1,796,270,000 | 130 |
| Non-managed Assets ($) | $2,883,347,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,419,000 | 169 |
| 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 | $1,032,000 | 220 |
| Number of Managed Accounts | $934,000 | 198 |
| Number of Non-Managed Accounts | $98,000 | 195 |
| Total fiduciary and related assets | $5,772,117,000 | 87 |
| Managed Assets ($) | $1,788,372,000 | 131 |
| Non-managed Assets ($) | $3,983,745,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,080,000 | 176 |
| 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 | $1,030,000 | 215 |
| Number of Managed Accounts | $934,000 | 194 |
| Number of Non-Managed Accounts | $96,000 | 189 |
| Total fiduciary and related assets | $7,170,322,000 | 70 |
| Managed Assets ($) | $1,719,421,000 | 129 |
| Non-managed Assets ($) | $5,450,901,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,990,000 | 177 |
| 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 | $1,042,000 | 222 |
| Number of Managed Accounts | $945,000 | 200 |
| Number of Non-Managed Accounts | $97,000 | 254 |
| Total fiduciary and related assets | $4,056,784,000 | 103 |
| Managed Assets ($) | $1,660,298,000 | 131 |
| Non-managed Assets ($) | $2,396,486,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,532,000 | 171 |
| 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 | $1,029,000 | 213 |
| Number of Managed Accounts | $943,000 | 190 |
| Number of Non-Managed Accounts | $86,000 | 195 |
| Total fiduciary and related assets | $2,285,185,000 | 131 |
| Managed Assets ($) | $1,548,556,000 | 128 |
| Non-managed Assets ($) | $736,629,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,499,000 | 173 |
| 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 | $1,029,000 | 220 |
| Number of Managed Accounts | $940,000 | 196 |
| Number of Non-Managed Accounts | $89,000 | 210 |
| Total fiduciary and related assets | $2,300,503,000 | 132 |
| Managed Assets ($) | $1,502,726,000 | 128 |
| Non-managed Assets ($) | $797,777,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,616,000 | 175 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,021,000 | 212 |
| Number of Managed Accounts | $931,000 | 188 |
| Number of Non-Managed Accounts | $90,000 | 196 |
| Total fiduciary and related assets | $2,040,128,000 | 134 |
| Managed Assets ($) | $1,411,715,000 | 125 |
| Non-managed Assets ($) | $628,413,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,833,000 | 175 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 226 |
| Number of Managed Accounts | $926,000 | 198 |
| Number of Non-Managed Accounts | $96,000 | 267 |
| Total fiduciary and related assets | $2,203,025,000 | 133 |
| Managed Assets ($) | $1,531,387,000 | 129 |
| Non-managed Assets ($) | $671,638,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,065,000 | 177 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 214 |
| Number of Managed Accounts | $926,000 | 192 |
| Number of Non-Managed Accounts | $96,000 | 191 |
| Total fiduciary and related assets | $2,074,807,000 | 137 |
| Managed Assets ($) | $1,388,643,000 | 139 |
| Non-managed Assets ($) | $686,164,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,302,000 | 175 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,007,000 | 220 |
| Number of Managed Accounts | $906,000 | 199 |
| Number of Non-Managed Accounts | $101,000 | 196 |
| Total fiduciary and related assets | $2,214,117,000 | 128 |
| Managed Assets ($) | $1,499,782,000 | 128 |
| Non-managed Assets ($) | $714,335,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,535,000 | 175 |
| 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 | $995,000 | 224 |
| Number of Managed Accounts | $891,000 | 203 |
| Number of Non-Managed Accounts | $104,000 | 197 |
| Total fiduciary and related assets | $2,123,538,000 | 133 |
| Managed Assets ($) | $1,449,248,000 | 131 |
| Non-managed Assets ($) | $674,290,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,764,000 | 173 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000,000 | 232 |
| Number of Managed Accounts | $893,000 | 200 |
| Number of Non-Managed Accounts | $107,000 | 252 |
| Total fiduciary and related assets | $1,958,944,000 | 134 |
| Managed Assets ($) | $1,337,824,000 | 130 |
| Non-managed Assets ($) | $621,120,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,578,000 | 183 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,018,000 | 221 |
| Number of Managed Accounts | $886,000 | 197 |
| Number of Non-Managed Accounts | $132,000 | 172 |
| Total fiduciary and related assets | $2,565,753,000 | 115 |
| Managed Assets ($) | $1,653,246,000 | 119 |
| Non-managed Assets ($) | $912,507,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,973,000 | 183 |
| 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 | $984,000 | 224 |
| Number of Managed Accounts | $830,000 | 209 |
| Number of Non-Managed Accounts | $154,000 | 165 |
| Total fiduciary and related assets | $2,565,217,000 | 115 |
| Managed Assets ($) | $1,466,999,000 | 125 |
| Non-managed Assets ($) | $1,098,218,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,310,000 | 182 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,080,000 | 208 |
| Number of Managed Accounts | $803,000 | 211 |
| Number of Non-Managed Accounts | $277,000 | 121 |
| Total fiduciary and related assets | $2,564,513,000 | 116 |
| Managed Assets ($) | $1,529,179,000 | 125 |
| Non-managed Assets ($) | $1,035,334,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,655,000 | 185 |
| 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 | $1,109,000 | 206 |
| Number of Managed Accounts | $795,000 | 214 |
| Number of Non-Managed Accounts | $314,000 | 125 |
| Total fiduciary and related assets | $2,565,108,000 | 115 |
| Managed Assets ($) | $1,414,086,000 | 128 |
| Non-managed Assets ($) | $1,151,022,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,288,000 | 181 |
| 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 | $1,164,000 | 193 |
| Number of Managed Accounts | $805,000 | 208 |
| Number of Non-Managed Accounts | $359,000 | 100 |
| Total fiduciary and related assets | $2,652,569,000 | 112 |
| Managed Assets ($) | $1,393,054,000 | 125 |
| Non-managed Assets ($) | $1,259,515,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,688,000 | 181 |
| 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 | $1,237,000 | 180 |
| Number of Managed Accounts | $843,000 | 202 |
| Number of Non-Managed Accounts | $394,000 | 98 |
| Total fiduciary and related assets | $2,655,292,000 | 108 |
| Managed Assets ($) | $1,369,117,000 | 122 |
| Non-managed Assets ($) | $1,286,175,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,143,000 | 180 |
| 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 | $1,265,000 | 177 |
| Number of Managed Accounts | $858,000 | 202 |
| Number of Non-Managed Accounts | $407,000 | 97 |
| Total fiduciary and related assets | $2,561,782,000 | 109 |
| Managed Assets ($) | $1,374,284,000 | 119 |
| Non-managed Assets ($) | $1,187,498,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,540,000 | 181 |
| 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 | $1,296,000 | 176 |
| Number of Managed Accounts | $869,000 | 196 |
| Number of Non-Managed Accounts | $427,000 | 107 |
| Total fiduciary and related assets | $2,844,410,000 | 104 |
| Managed Assets ($) | $1,358,777,000 | 117 |
| Non-managed Assets ($) | $1,485,633,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,792,000 | 181 |
| 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 | $1,301,000 | 172 |
| Number of Managed Accounts | $872,000 | 194 |
| Number of Non-Managed Accounts | $429,000 | 100 |
| Total fiduciary and related assets | $2,911,394,000 | 103 |
| Managed Assets ($) | $1,349,342,000 | 120 |
| Non-managed Assets ($) | $1,562,052,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,494,000 | 175 |
| 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 | $1,308,000 | 176 |
| Number of Managed Accounts | $879,000 | 194 |
| Number of Non-Managed Accounts | $429,000 | 100 |
| Total fiduciary and related assets | $2,912,081,000 | 103 |
| Managed Assets ($) | $1,294,528,000 | 121 |
| Non-managed Assets ($) | $1,617,553,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,091,000 | 174 |
| 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 | $1,311,000 | 176 |
| Number of Managed Accounts | $879,000 | 192 |
| Number of Non-Managed Accounts | $432,000 | 100 |
| Total fiduciary and related assets | $2,843,664,000 | 104 |
| Managed Assets ($) | $1,311,902,000 | 123 |
| Non-managed Assets ($) | $1,531,762,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,619,000 | 169 |
| 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 | $1,314,000 | 181 |
| Number of Managed Accounts | $885,000 | 191 |
| Number of Non-Managed Accounts | $429,000 | 112 |
| Total fiduciary and related assets | $2,796,576,000 | 105 |
| Managed Assets ($) | $1,203,227,000 | 124 |
| Non-managed Assets ($) | $1,593,349,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,915,000 | 181 |
| 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 | $1,305,000 | 176 |
| Number of Managed Accounts | $854,000 | 192 |
| Number of Non-Managed Accounts | $451,000 | 99 |
| Total fiduciary and related assets | $2,804,297,000 | 105 |
| Managed Assets ($) | $1,131,459,000 | 127 |
| Non-managed Assets ($) | $1,672,838,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,388,000 | 183 |
| 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 | $1,291,000 | 177 |
| Number of Managed Accounts | $806,000 | 205 |
| Number of Non-Managed Accounts | $485,000 | 96 |
| Total fiduciary and related assets | $2,827,823,000 | 105 |
| Managed Assets ($) | $1,137,578,000 | 130 |
| Non-managed Assets ($) | $1,690,245,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,856,000 | 187 |
| 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 | $1,299,000 | 174 |
| Number of Managed Accounts | $808,000 | 199 |
| Number of Non-Managed Accounts | $491,000 | 98 |
| Total fiduciary and related assets | $2,748,961,000 | 107 |
| Managed Assets ($) | $1,227,348,000 | 125 |
| Non-managed Assets ($) | $1,521,613,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,426,000 | 189 |
| 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 | $1,200,000 | 188 |
| Number of Managed Accounts | $737,000 | 222 |
| Number of Non-Managed Accounts | $463,000 | 114 |
| Total fiduciary and related assets | $2,572,210,000 | 106 |
| Managed Assets ($) | $1,083,203,000 | 130 |
| Non-managed Assets ($) | $1,489,007,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,243,000 | 190 |
| 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 | $1,175,000 | 183 |
| Number of Managed Accounts | $722,000 | 220 |
| Number of Non-Managed Accounts | $453,000 | 99 |
| Total fiduciary and related assets | $2,500,028,000 | 107 |
| Managed Assets ($) | $978,900,000 | 140 |
| Non-managed Assets ($) | $1,521,128,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,726,000 | 196 |
| 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 | $1,164,000 | 181 |
| Number of Managed Accounts | $712,000 | 220 |
| Number of Non-Managed Accounts | $452,000 | 99 |
| Total fiduciary and related assets | $2,478,880,000 | 106 |
| Managed Assets ($) | $911,743,000 | 147 |
| Non-managed Assets ($) | $1,567,137,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,415,000 | 200 |
| 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 | $1,172,000 | 183 |
| Number of Managed Accounts | $715,000 | 219 |
| Number of Non-Managed Accounts | $457,000 | 102 |
| Total fiduciary and related assets | $2,437,517,000 | 105 |
| Managed Assets ($) | $919,987,000 | 143 |
| Non-managed Assets ($) | $1,517,530,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,209,000 | 200 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,000 | 191 |
| Number of Managed Accounts | $709,000 | 223 |
| Number of Non-Managed Accounts | $450,000 | 116 |
| Total fiduciary and related assets | $2,328,483,000 | 109 |
| Managed Assets ($) | $1,061,832,000 | 127 |
| Non-managed Assets ($) | $1,266,651,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,194,000 | 206 |
| 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 | $1,146,000 | 180 |
| Number of Managed Accounts | $702,000 | 211 |
| Number of Non-Managed Accounts | $444,000 | 101 |
| Total fiduciary and related assets | $2,249,178,000 | 109 |
| Managed Assets ($) | $992,832,000 | 125 |
| Non-managed Assets ($) | $1,256,346,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,369,000 | 197 |
| 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 | $1,140,000 | 181 |
| Number of Managed Accounts | $726,000 | 204 |
| Number of Non-Managed Accounts | $414,000 | 104 |
| Total fiduciary and related assets | $2,167,915,000 | 111 |
| Managed Assets ($) | $1,155,656,000 | 115 |
| Non-managed Assets ($) | $1,012,259,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,345,000 | 190 |
| 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 | $1,134,000 | 185 |
| Number of Managed Accounts | $722,000 | 205 |
| Number of Non-Managed Accounts | $412,000 | 105 |
| Total fiduciary and related assets | $2,166,321,000 | 112 |
| Managed Assets ($) | $1,155,119,000 | 116 |
| Non-managed Assets ($) | $1,011,202,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,225,000 | 182 |
| 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 | $1,131,000 | 190 |
| Number of Managed Accounts | $722,000 | 210 |
| Number of Non-Managed Accounts | $409,000 | 126 |
| Total fiduciary and related assets | $2,061,607,000 | 111 |
| Managed Assets ($) | $1,093,525,000 | 119 |
| Non-managed Assets ($) | $968,082,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,426,000 | 190 |
| 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 | $1,099,000 | 182 |
| Number of Managed Accounts | $701,000 | 209 |
| Number of Non-Managed Accounts | $398,000 | 106 |
| Total fiduciary and related assets | $2,046,924,000 | 109 |
| Managed Assets ($) | $1,091,305,000 | 118 |
| Non-managed Assets ($) | $955,619,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,345,000 | 188 |
| 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 | $1,102,000 | 182 |
| Number of Managed Accounts | $703,000 | 205 |
| Number of Non-Managed Accounts | $399,000 | 106 |
| Total fiduciary and related assets | $2,001,510,000 | 107 |
| Managed Assets ($) | $1,068,214,000 | 116 |
| Non-managed Assets ($) | $933,296,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,266,000 | 185 |
| 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 | $1,096,000 | 184 |
| Number of Managed Accounts | $700,000 | 207 |
| Number of Non-Managed Accounts | $396,000 | 106 |
| Total fiduciary and related assets | $1,984,880,000 | 109 |
| Managed Assets ($) | $1,053,064,000 | 118 |
| Non-managed Assets ($) | $931,816,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,132,000 | 185 |
| 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 | $1,096,000 | 195 |
| Number of Managed Accounts | $703,000 | 213 |
| Number of Non-Managed Accounts | $393,000 | 130 |
| Total fiduciary and related assets | $1,858,957,000 | 109 |
| Managed Assets ($) | $962,464,000 | 120 |
| Non-managed Assets ($) | $896,493,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,975,000 | 165 |
| 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 | $1,090,000 | 186 |
| Number of Managed Accounts | $701,000 | 206 |
| Number of Non-Managed Accounts | $389,000 | 110 |
| Total fiduciary and related assets | $1,821,540,000 | 110 |
| Managed Assets ($) | $945,281,000 | 121 |
| Non-managed Assets ($) | $876,259,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,023,000 | 166 |
| 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 | $1,098,000 | 184 |
| Number of Managed Accounts | $722,000 | 199 |
| Number of Non-Managed Accounts | $376,000 | 116 |
| Total fiduciary and related assets | $1,838,535,000 | 116 |
| Managed Assets ($) | $942,666,000 | 126 |
| Non-managed Assets ($) | $895,869,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,003,000 | 169 |
| 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 | $1,102,000 | 187 |
| Number of Managed Accounts | $723,000 | 195 |
| Number of Non-Managed Accounts | $379,000 | 116 |
| Total fiduciary and related assets | $1,750,683,000 | 116 |
| Managed Assets ($) | $888,064,000 | 130 |
| Non-managed Assets ($) | $862,619,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 167 |
| 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 | $1,101,000 | 198 |
| Number of Managed Accounts | $725,000 | 208 |
| Number of Non-Managed Accounts | $376,000 | 143 |
| Total fiduciary and related assets | $1,724,709,000 | 115 |
| Managed Assets ($) | $928,121,000 | 127 |
| Non-managed Assets ($) | $796,588,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,652,000 | 173 |
| 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 | $1,103,000 | 184 |
| Number of Managed Accounts | $730,000 | 193 |
| Number of Non-Managed Accounts | $373,000 | 119 |
| Total fiduciary and related assets | $1,701,217,000 | 115 |
| Managed Assets ($) | $919,742,000 | 127 |
| Non-managed Assets ($) | $781,475,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,812,000 | 167 |
| 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 | $1,105,000 | 184 |
| Number of Managed Accounts | $728,000 | 194 |
| Number of Non-Managed Accounts | $377,000 | 119 |
| Total fiduciary and related assets | $1,667,618,000 | 111 |
| Managed Assets ($) | $915,170,000 | 119 |
| Non-managed Assets ($) | $752,448,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,863,000 | 172 |
| 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 | $1,100,000 | 184 |
| Number of Managed Accounts | $651,000 | 210 |
| Number of Non-Managed Accounts | $449,000 | 115 |
| Total fiduciary and related assets | $1,417,764,000 | 131 |
| Managed Assets ($) | $670,731,000 | 151 |
| Non-managed Assets ($) | $747,033,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $919,000 | 175 |
| 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 | $1,074,000 | 207 |
| Number of Managed Accounts | $639,000 | 235 |
| Number of Non-Managed Accounts | $435,000 | 142 |
| Total fiduciary and related assets | $1,329,521,000 | 136 |
| Managed Assets ($) | $601,745,000 | 160 |
| Non-managed Assets ($) | $727,776,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,218,000 | 186 |
| 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 | $1,057,000 | 201 |
| Number of Managed Accounts | $619,000 | 227 |
| Number of Non-Managed Accounts | $438,000 | 114 |
| Total fiduciary and related assets | $1,229,411,000 | 140 |
| Managed Assets ($) | $718,622,000 | 141 |
| Non-managed Assets ($) | $510,789,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,439,000 | 185 |
| 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 | $1,048,000 | 201 |
| Number of Managed Accounts | $613,000 | 226 |
| Number of Non-Managed Accounts | $435,000 | 114 |
| Total fiduciary and related assets | $1,193,498,000 | 140 |
| Managed Assets ($) | $705,867,000 | 140 |
| Non-managed Assets ($) | $487,631,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,660,000 | 183 |
| 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 | $1,037,000 | 205 |
| Number of Managed Accounts | $603,000 | 228 |
| Number of Non-Managed Accounts | $434,000 | 114 |
| Total fiduciary and related assets | $1,113,411,000 | 139 |
| Managed Assets ($) | $532,912,000 | 161 |
| Non-managed Assets ($) | $580,499,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 183 |
| 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 | $1,025,000 | 226 |
| Number of Managed Accounts | $596,000 | 249 |
| Number of Non-Managed Accounts | $429,000 | 148 |
| Total fiduciary and related assets | $1,043,250,000 | 151 |
| Managed Assets ($) | $552,988,000 | 159 |
| Non-managed Assets ($) | $490,262,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,986,000 | 209 |
| 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 | $1,022,000 | 207 |
| Number of Managed Accounts | $584,000 | 233 |
| Number of Non-Managed Accounts | $438,000 | 122 |
| Total fiduciary and related assets | $977,326,000 | 166 |
| Managed Assets ($) | $459,706,000 | 191 |
| Non-managed Assets ($) | $517,620,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,203,000 | 218 |
| 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 | $1,009,000 | 217 |
| Number of Managed Accounts | $578,000 | 234 |
| Number of Non-Managed Accounts | $431,000 | 127 |
| Total fiduciary and related assets | $1,012,961,000 | 172 |
| Managed Assets ($) | $461,334,000 | 207 |
| Non-managed Assets ($) | $551,627,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,441,000 | 222 |
| 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 | $996,000 | 219 |
| Number of Managed Accounts | $566,000 | 240 |
| Number of Non-Managed Accounts | $430,000 | 127 |
| Total fiduciary and related assets | $957,234,000 | 181 |
| Managed Assets ($) | $530,544,000 | 187 |
| Non-managed Assets ($) | $426,690,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $719,000 | 227 |
| 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 | $962,000 | 236 |
| Number of Managed Accounts | $538,000 | 267 |
| Number of Non-Managed Accounts | $424,000 | 150 |
| Total fiduciary and related assets | $802,076,000 | 201 |
| Managed Assets ($) | $403,106,000 | 224 |
| Non-managed Assets ($) | $398,970,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,447,000 | 247 |
| 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 | $943,000 | 217 |
| Number of Managed Accounts | $529,000 | 245 |
| Number of Non-Managed Accounts | $414,000 | 121 |
| Total fiduciary and related assets | $671,377,000 | 217 |
| Managed Assets ($) | $272,431,000 | 287 |
| Non-managed Assets ($) | $398,946,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,834,000 | 245 |
| 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 | $939,000 | 219 |
| Number of Managed Accounts | $527,000 | 245 |
| Number of Non-Managed Accounts | $412,000 | 125 |
| Total fiduciary and related assets | $654,188,000 | 228 |
| Managed Assets ($) | $259,149,000 | 299 |
| Non-managed Assets ($) | $395,039,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,222,000 | 254 |
| 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 | $925,000 | 219 |
| Number of Managed Accounts | $521,000 | 248 |
| Number of Non-Managed Accounts | $404,000 | 123 |
| Total fiduciary and related assets | $641,762,000 | 225 |
| Managed Assets ($) | $249,768,000 | 307 |
| Non-managed Assets ($) | $391,994,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $587,000 | 258 |
| 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 | $922,000 | 237 |
| Number of Managed Accounts | $522,000 | 268 |
| Number of Non-Managed Accounts | $400,000 | 150 |
| Total fiduciary and related assets | $603,307,000 | 235 |
| Managed Assets ($) | $251,767,000 | 306 |
| Non-managed Assets ($) | $351,540,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 270 |
| 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 | $915,000 | 223 |
| Number of Managed Accounts | $521,000 | 249 |
| Number of Non-Managed Accounts | $394,000 | 128 |
| Total fiduciary and related assets | $580,208,000 | 239 |
| Managed Assets ($) | $239,310,000 | 300 |
| Non-managed Assets ($) | $340,898,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,613,000 | 266 |
| 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 | $905,000 | 228 |
| Number of Managed Accounts | $514,000 | 259 |
| Number of Non-Managed Accounts | $391,000 | 131 |
| Total fiduciary and related assets | $561,423,000 | 248 |
| Managed Assets ($) | $232,005,000 | 304 |
| Non-managed Assets ($) | $329,418,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 271 |
| 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 | $897,000 | 232 |
| Number of Managed Accounts | $511,000 | 260 |
| Number of Non-Managed Accounts | $386,000 | 131 |
| Total fiduciary and related assets | $557,226,000 | 247 |
| Managed Assets ($) | $230,279,000 | 303 |
| Non-managed Assets ($) | $326,947,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $538,000 | 268 |
| 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 | $889,000 | 252 |
| Number of Managed Accounts | $503,000 | 285 |
| Number of Non-Managed Accounts | $386,000 | 156 |
| Total fiduciary and related assets | $541,999,000 | 246 |
| Managed Assets ($) | $224,293,000 | 313 |
| Non-managed Assets ($) | $317,706,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,800,000 | 291 |
| 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 | $888,000 | 227 |
| Number of Managed Accounts | $494,000 | 261 |
| Number of Non-Managed Accounts | $394,000 | 128 |
| Total fiduciary and related assets | $451,979,000 | 267 |
| Managed Assets ($) | $213,365,000 | 301 |
| Non-managed Assets ($) | $238,614,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,350,000 | 286 |
| 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 | $858,000 | 231 |
| Number of Managed Accounts | $477,000 | 271 |
| Number of Non-Managed Accounts | $381,000 | 131 |
| Total fiduciary and related assets | $398,609,000 | 285 |
| Managed Assets ($) | $203,980,000 | 312 |
| Non-managed Assets ($) | $194,629,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $900,000 | 284 |
| 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 | $852,000 | 234 |
| Number of Managed Accounts | $472,000 | 272 |
| Number of Non-Managed Accounts | $380,000 | 135 |
| Total fiduciary and related assets | $389,430,000 | 292 |
| Managed Assets ($) | $197,946,000 | 322 |
| Non-managed Assets ($) | $191,484,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 285 |
| 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 | $833,000 | 261 |
| Number of Managed Accounts | $462,000 | 300 |
| Number of Non-Managed Accounts | $371,000 | 171 |
| Total fiduciary and related assets | $383,933,000 | 290 |
| Managed Assets ($) | $189,217,000 | 347 |
| Non-managed Assets ($) | $194,716,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,589,000 | 290 |
| 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 | $825,000 | 240 |
| Number of Managed Accounts | $432,000 | 277 |
| Number of Non-Managed Accounts | $393,000 | 132 |
| Total fiduciary and related assets | $395,713,000 | 273 |
| Managed Assets ($) | $208,998,000 | 306 |
| Non-managed Assets ($) | $186,715,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,125,000 | 305 |
| 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 | $824,000 | 243 |
| Number of Managed Accounts | $434,000 | 281 |
| Number of Non-Managed Accounts | $390,000 | 132 |
| Total fiduciary and related assets | $401,428,000 | 271 |
| Managed Assets ($) | $209,712,000 | 307 |
| Non-managed Assets ($) | $191,716,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $750,000 | 307 |
| 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 | $796,000 | 246 |
| Number of Managed Accounts | $432,000 | 282 |
| Number of Non-Managed Accounts | $364,000 | 137 |
| Total fiduciary and related assets | $357,314,000 | 295 |
| Managed Assets ($) | $171,353,000 | 335 |
| Non-managed Assets ($) | $185,961,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $375,000 | 309 |
| 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 | $791,000 | 284 |
| Number of Managed Accounts | $420,000 | 329 |
| Number of Non-Managed Accounts | $371,000 | 181 |
| Total fiduciary and related assets | $368,064,000 | 300 |
| Managed Assets ($) | $158,198,000 | 375 |
| Non-managed Assets ($) | $209,866,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,372,000 | 326 |
| 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 | $788,000 | 262 |
| Number of Managed Accounts | $415,000 | 294 |
| Number of Non-Managed Accounts | $373,000 | 157 |
| Total fiduciary and related assets | $347,446,000 | 307 |
| Managed Assets ($) | $146,104,000 | 340 |
| Non-managed Assets ($) | $201,342,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,130,000 | 316 |
| 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 | $785,000 | 268 |
| Number of Managed Accounts | $411,000 | 299 |
| Number of Non-Managed Accounts | $374,000 | 155 |
| Total fiduciary and related assets | $332,793,000 | 317 |
| Managed Assets ($) | $143,580,000 | 343 |
| Non-managed Assets ($) | $189,213,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $753,000 | 323 |
| 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 | $753,000 | 276 |
| Number of Managed Accounts | $382,000 | 311 |
| Number of Non-Managed Accounts | $371,000 | 168 |
| Total fiduciary and related assets | $328,894,000 | 316 |
| Managed Assets ($) | $137,301,000 | 352 |
| Non-managed Assets ($) | $191,593,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $377,000 | 322 |
| 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 | $758,000 | 306 |
| Number of Managed Accounts | $402,000 | 356 |
| Number of Non-Managed Accounts | $356,000 | 204 |
| Total fiduciary and related assets | $326,312,000 | 323 |
| Managed Assets ($) | $129,657,000 | 418 |
| Non-managed Assets ($) | $196,655,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,300,000 | 357 |
| 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 | $777,000 | 285 |
| Number of Managed Accounts | $609,000 | 250 |
| Number of Non-Managed Accounts | $168,000 | 309 |
| Total fiduciary and related assets | $330,965,000 | 302 |
| Managed Assets ($) | $183,564,000 | 345 |
| Non-managed Assets ($) | $147,401,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,413,000 | 355 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 332 |
| 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 | $1,285,000 | 404 |
| 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 | $1,105,000 | 433 |
| 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 | $1,008,000 | 470 |
| 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 | $972,000 | 516 |
| 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 | $625,000 | 672 |
| 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 | $1,238,000 | 470 |
| 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 | $646,000 | 671 |
| 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 | $848,000 | 590 |