Home > First State Bank and Trust > Fiduciary and Related Services
First State Bank and Trust, 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 | $1,441,000 | 182 |
| Number of Managed Accounts | $1,016,000 | 204 |
| Number of Non-Managed Accounts | $425,000 | 100 |
| Total fiduciary and related assets | $5,774,748,000 | 104 |
| Managed Assets ($) | $1,899,571,000 | 141 |
| Non-managed Assets ($) | $3,875,177,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,683,000 | 266 |
| 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 | $1,415,000 | 177 |
| Number of Managed Accounts | $995,000 | 195 |
| Number of Non-Managed Accounts | $420,000 | 93 |
| Total fiduciary and related assets | $5,212,408,000 | 108 |
| Managed Assets ($) | $1,708,744,000 | 146 |
| Non-managed Assets ($) | $3,503,664,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,455,000 | 273 |
| 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 | $1,417,000 | 180 |
| Number of Managed Accounts | $1,007,000 | 195 |
| Number of Non-Managed Accounts | $410,000 | 97 |
| Total fiduciary and related assets | $4,900,184,000 | 107 |
| Managed Assets ($) | $1,608,218,000 | 149 |
| Non-managed Assets ($) | $3,291,966,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,257,000 | 271 |
| 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 | $1,412,000 | 183 |
| Number of Managed Accounts | $1,005,000 | 195 |
| Number of Non-Managed Accounts | $407,000 | 96 |
| Total fiduciary and related assets | $4,238,824,000 | 122 |
| Managed Assets ($) | $1,395,569,000 | 174 |
| Non-managed Assets ($) | $2,843,255,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,114,000 | 283 |
| 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 | $1,385,000 | 191 |
| Number of Managed Accounts | $999,000 | 204 |
| Number of Non-Managed Accounts | $386,000 | 107 |
| Total fiduciary and related assets | $3,961,440,000 | 127 |
| Managed Assets ($) | $1,309,690,000 | 179 |
| Non-managed Assets ($) | $2,651,750,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,164,000 | 291 |
| 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 | $1,353,000 | 193 |
| Number of Managed Accounts | $977,000 | 201 |
| Number of Non-Managed Accounts | $376,000 | 103 |
| Total fiduciary and related assets | $3,768,217,000 | 126 |
| Managed Assets ($) | $1,252,512,000 | 177 |
| Non-managed Assets ($) | $2,515,705,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,114,000 | 290 |
| 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 | $1,331,000 | 176 |
| Number of Managed Accounts | $964,000 | 189 |
| Number of Non-Managed Accounts | $367,000 | 94 |
| Total fiduciary and related assets | $3,550,624,000 | 111 |
| Managed Assets ($) | $1,183,862,000 | 158 |
| Non-managed Assets ($) | $2,366,762,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,088,000 | 260 |
| 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 | $1,305,000 | 180 |
| Number of Managed Accounts | $949,000 | 185 |
| Number of Non-Managed Accounts | $356,000 | 96 |
| Total fiduciary and related assets | $4,022,289,000 | 108 |
| Managed Assets ($) | $1,320,912,000 | 159 |
| Non-managed Assets ($) | $2,701,377,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,053,000 | 262 |
| 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 | $1,295,000 | 184 |
| Number of Managed Accounts | $933,000 | 195 |
| Number of Non-Managed Accounts | $362,000 | 104 |
| Total fiduciary and related assets | $4,324,308,000 | 105 |
| Managed Assets ($) | $1,417,519,000 | 157 |
| Non-managed Assets ($) | $2,906,789,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,170,000 | 255 |
| 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 | $1,273,000 | 182 |
| Number of Managed Accounts | $907,000 | 198 |
| Number of Non-Managed Accounts | $366,000 | 94 |
| Total fiduciary and related assets | $4,258,964,000 | 104 |
| Managed Assets ($) | $1,393,136,000 | 156 |
| Non-managed Assets ($) | $2,865,828,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,086,000 | 255 |
| 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 | $1,281,000 | 184 |
| Number of Managed Accounts | $910,000 | 203 |
| Number of Non-Managed Accounts | $371,000 | 93 |
| Total fiduciary and related assets | $4,192,685,000 | 103 |
| Managed Assets ($) | $1,353,552,000 | 160 |
| Non-managed Assets ($) | $2,839,133,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,024,000 | 257 |
| 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 | $1,263,000 | 183 |
| Number of Managed Accounts | $896,000 | 201 |
| Number of Non-Managed Accounts | $367,000 | 94 |
| Total fiduciary and related assets | $4,043,656,000 | 102 |
| Managed Assets ($) | $1,303,659,000 | 159 |
| Non-managed Assets ($) | $2,739,997,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $976,000 | 262 |
| 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 | $1,265,000 | 184 |
| Number of Managed Accounts | $889,000 | 206 |
| Number of Non-Managed Accounts | $376,000 | 104 |
| Total fiduciary and related assets | $3,536,452,000 | 112 |
| Managed Assets ($) | $1,157,245,000 | 168 |
| Non-managed Assets ($) | $2,379,207,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,564,000 | 263 |
| 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 | $1,229,000 | 185 |
| Number of Managed Accounts | $875,000 | 199 |
| Number of Non-Managed Accounts | $354,000 | 97 |
| Total fiduciary and related assets | $3,145,236,000 | 112 |
| Managed Assets ($) | $1,044,983,000 | 168 |
| Non-managed Assets ($) | $2,100,253,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,613,000 | 262 |
| 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 | $1,215,000 | 190 |
| Number of Managed Accounts | $857,000 | 207 |
| Number of Non-Managed Accounts | $358,000 | 100 |
| Total fiduciary and related assets | $2,638,969,000 | 117 |
| Managed Assets ($) | $883,488,000 | 176 |
| Non-managed Assets ($) | $1,755,481,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,695,000 | 265 |
| 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 | $1,217,000 | 188 |
| Number of Managed Accounts | $860,000 | 198 |
| Number of Non-Managed Accounts | $357,000 | 98 |
| Total fiduciary and related assets | $2,571,377,000 | 115 |
| Managed Assets ($) | $852,269,000 | 172 |
| Non-managed Assets ($) | $1,719,108,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $858,000 | 264 |
| 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 | $1,210,000 | 193 |
| Number of Managed Accounts | $850,000 | 213 |
| Number of Non-Managed Accounts | $360,000 | 112 |
| Total fiduciary and related assets | $2,718,451,000 | 118 |
| Managed Assets ($) | $903,180,000 | 175 |
| Non-managed Assets ($) | $1,815,271,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,207,000 | 271 |
| 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 | $1,187,000 | 188 |
| Number of Managed Accounts | $823,000 | 207 |
| Number of Non-Managed Accounts | $364,000 | 99 |
| Total fiduciary and related assets | $2,452,862,000 | 121 |
| Managed Assets ($) | $787,034,000 | 188 |
| Non-managed Assets ($) | $1,665,828,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,353,000 | 274 |
| 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 | $1,177,000 | 190 |
| Number of Managed Accounts | $808,000 | 211 |
| Number of Non-Managed Accounts | $369,000 | 99 |
| Total fiduciary and related assets | $2,159,594,000 | 131 |
| Managed Assets ($) | $603,476,000 | 226 |
| Non-managed Assets ($) | $1,556,118,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,538,000 | 276 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,161,000 | 188 |
| Number of Managed Accounts | $803,000 | 213 |
| Number of Non-Managed Accounts | $358,000 | 100 |
| Total fiduciary and related assets | $2,043,753,000 | 137 |
| Managed Assets ($) | $585,869,000 | 226 |
| Non-managed Assets ($) | $1,457,884,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $747,000 | 279 |
| 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 | $1,143,000 | 195 |
| Number of Managed Accounts | $786,000 | 214 |
| Number of Non-Managed Accounts | $357,000 | 116 |
| Total fiduciary and related assets | $1,913,979,000 | 137 |
| Managed Assets ($) | $542,651,000 | 229 |
| Non-managed Assets ($) | $1,371,328,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,951,000 | 281 |
| 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 | $1,113,000 | 194 |
| Number of Managed Accounts | $770,000 | 213 |
| Number of Non-Managed Accounts | $343,000 | 104 |
| Total fiduciary and related assets | $1,939,348,000 | 136 |
| Managed Assets ($) | $545,900,000 | 229 |
| Non-managed Assets ($) | $1,393,448,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,215,000 | 282 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,080,000 | 202 |
| Number of Managed Accounts | $746,000 | 218 |
| Number of Non-Managed Accounts | $334,000 | 106 |
| Total fiduciary and related assets | $1,752,050,000 | 144 |
| Managed Assets ($) | $535,803,000 | 230 |
| Non-managed Assets ($) | $1,216,247,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,449,000 | 288 |
| 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 | $1,050,000 | 212 |
| Number of Managed Accounts | $714,000 | 225 |
| Number of Non-Managed Accounts | $336,000 | 106 |
| Total fiduciary and related assets | $1,726,170,000 | 148 |
| Managed Assets ($) | $521,369,000 | 229 |
| Non-managed Assets ($) | $1,204,801,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $711,000 | 292 |
| 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 | $1,026,000 | 226 |
| Number of Managed Accounts | $689,000 | 241 |
| Number of Non-Managed Accounts | $337,000 | 121 |
| Total fiduciary and related assets | $1,662,130,000 | 153 |
| Managed Assets ($) | $493,039,000 | 238 |
| Non-managed Assets ($) | $1,169,091,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,792,000 | 286 |
| 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 | $966,000 | 224 |
| Number of Managed Accounts | $625,000 | 247 |
| Number of Non-Managed Accounts | $341,000 | 104 |
| Total fiduciary and related assets | $1,662,352,000 | 149 |
| Managed Assets ($) | $471,366,000 | 244 |
| Non-managed Assets ($) | $1,190,986,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,091,000 | 288 |
| 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 | $918,000 | 231 |
| Number of Managed Accounts | $591,000 | 252 |
| Number of Non-Managed Accounts | $327,000 | 106 |
| Total fiduciary and related assets | $1,576,594,000 | 147 |
| Managed Assets ($) | $437,938,000 | 250 |
| Non-managed Assets ($) | $1,138,656,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 287 |
| 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 | $837,000 | 243 |
| Number of Managed Accounts | $491,000 | 271 |
| Number of Non-Managed Accounts | $346,000 | 102 |
| Total fiduciary and related assets | $1,517,139,000 | 148 |
| Managed Assets ($) | $429,423,000 | 256 |
| Non-managed Assets ($) | $1,087,716,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $617,000 | 303 |
| 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 | $747,000 | 268 |
| Number of Managed Accounts | $371,000 | 329 |
| Number of Non-Managed Accounts | $376,000 | 116 |
| Total fiduciary and related assets | $1,400,761,000 | 151 |
| Managed Assets ($) | $357,396,000 | 277 |
| Non-managed Assets ($) | $1,043,365,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,154,000 | 320 |
| 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 | $700,000 | 267 |
| Number of Managed Accounts | $297,000 | 326 |
| Number of Non-Managed Accounts | $403,000 | 102 |
| Total fiduciary and related assets | $1,319,578,000 | 156 |
| Managed Assets ($) | $310,290,000 | 293 |
| Non-managed Assets ($) | $1,009,288,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,560,000 | 325 |
| 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 | $652,000 | 277 |
| Number of Managed Accounts | $244,000 | 346 |
| Number of Non-Managed Accounts | $408,000 | 103 |
| Total fiduciary and related assets | $1,244,035,000 | 163 |
| Managed Assets ($) | $288,838,000 | 304 |
| Non-managed Assets ($) | $955,197,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,040,000 | 325 |
| 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 | $655,000 | 277 |
| Number of Managed Accounts | $246,000 | 346 |
| Number of Non-Managed Accounts | $409,000 | 104 |
| Total fiduciary and related assets | $1,407,356,000 | 145 |
| Managed Assets ($) | $287,408,000 | 303 |
| Non-managed Assets ($) | $1,119,948,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $450,000 | 354 |
| 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 | $671,000 | 289 |
| Number of Managed Accounts | $241,000 | 430 |
| Number of Non-Managed Accounts | $430,000 | 111 |
| Total fiduciary and related assets | $1,111,814,000 | 176 |
| Managed Assets ($) | $174,367,000 | 389 |
| Non-managed Assets ($) | $937,447,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,956,000 | 340 |
| 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 | $666,000 | 277 |
| Number of Managed Accounts | $234,000 | 347 |
| Number of Non-Managed Accounts | $432,000 | 102 |
| Total fiduciary and related assets | $1,031,144,000 | 181 |
| Managed Assets ($) | $166,743,000 | 360 |
| Non-managed Assets ($) | $864,401,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,410,000 | 349 |
| 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 | $647,000 | 281 |
| Number of Managed Accounts | $224,000 | 352 |
| Number of Non-Managed Accounts | $423,000 | 102 |
| Total fiduciary and related assets | $957,403,000 | 198 |
| Managed Assets ($) | $159,465,000 | 363 |
| Non-managed Assets ($) | $797,938,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $960,000 | 342 |
| 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 | $639,000 | 284 |
| Number of Managed Accounts | $214,000 | 354 |
| Number of Non-Managed Accounts | $425,000 | 106 |
| Total fiduciary and related assets | $924,188,000 | 200 |
| Managed Assets ($) | $156,075,000 | 365 |
| Non-managed Assets ($) | $768,113,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $432,000 | 367 |
| 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 | $634,000 | 305 |
| Number of Managed Accounts | $219,000 | 463 |
| Number of Non-Managed Accounts | $415,000 | 120 |
| Total fiduciary and related assets | $830,405,000 | 205 |
| Managed Assets ($) | $153,450,000 | 411 |
| Non-managed Assets ($) | $676,955,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,850,000 | 347 |
| 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 | $620,000 | 286 |
| Number of Managed Accounts | $223,000 | 355 |
| Number of Non-Managed Accounts | $397,000 | 107 |
| Total fiduciary and related assets | $770,535,000 | 208 |
| Managed Assets ($) | $192,581,000 | 357 |
| Non-managed Assets ($) | $577,954,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 357 |
| 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 | $604,000 | 289 |
| Number of Managed Accounts | $216,000 | 356 |
| Number of Non-Managed Accounts | $388,000 | 106 |
| Total fiduciary and related assets | $729,391,000 | 216 |
| Managed Assets ($) | $183,859,000 | 359 |
| Non-managed Assets ($) | $545,532,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $908,000 | 353 |
| 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 | $612,000 | 288 |
| Number of Managed Accounts | $224,000 | 354 |
| Number of Non-Managed Accounts | $388,000 | 110 |
| Total fiduciary and related assets | $711,832,000 | 215 |
| Managed Assets ($) | $182,405,000 | 362 |
| Non-managed Assets ($) | $529,427,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $393,000 | 378 |
| 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 | $602,000 | 313 |
| Number of Managed Accounts | $224,000 | 445 |
| Number of Non-Managed Accounts | $378,000 | 126 |
| Total fiduciary and related assets | $707,026,000 | 212 |
| Managed Assets ($) | $180,759,000 | 377 |
| Non-managed Assets ($) | $526,267,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,533,000 | 373 |
| 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 | $580,000 | 288 |
| Number of Managed Accounts | $219,000 | 339 |
| Number of Non-Managed Accounts | $361,000 | 109 |
| Total fiduciary and related assets | $645,738,000 | 222 |
| Managed Assets ($) | $164,053,000 | 347 |
| Non-managed Assets ($) | $481,685,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,095,000 | 379 |
| 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 | $573,000 | 292 |
| Number of Managed Accounts | $215,000 | 341 |
| Number of Non-Managed Accounts | $358,000 | 110 |
| Total fiduciary and related assets | $616,751,000 | 228 |
| Managed Assets ($) | $157,632,000 | 345 |
| Non-managed Assets ($) | $459,119,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $728,000 | 382 |
| 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 | $563,000 | 295 |
| Number of Managed Accounts | $212,000 | 342 |
| Number of Non-Managed Accounts | $351,000 | 117 |
| Total fiduciary and related assets | $613,678,000 | 228 |
| Managed Assets ($) | $158,902,000 | 346 |
| Non-managed Assets ($) | $454,776,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $334,000 | 395 |
| 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 | $565,000 | 326 |
| Number of Managed Accounts | $206,000 | 470 |
| Number of Non-Managed Accounts | $359,000 | 137 |
| Total fiduciary and related assets | $591,479,000 | 232 |
| Managed Assets ($) | $140,469,000 | 407 |
| Non-managed Assets ($) | $451,010,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,390,000 | 381 |
| 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 | $541,000 | 292 |
| Number of Managed Accounts | $197,000 | 335 |
| Number of Non-Managed Accounts | $344,000 | 116 |
| Total fiduciary and related assets | $591,005,000 | 230 |
| Managed Assets ($) | $136,275,000 | 338 |
| Non-managed Assets ($) | $454,730,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $996,000 | 384 |
| 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 | $540,000 | 291 |
| Number of Managed Accounts | $198,000 | 331 |
| Number of Non-Managed Accounts | $342,000 | 118 |
| Total fiduciary and related assets | $604,086,000 | 211 |
| Managed Assets ($) | $135,064,000 | 334 |
| Non-managed Assets ($) | $469,022,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $651,000 | 389 |
| 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 | $533,000 | 291 |
| Number of Managed Accounts | $189,000 | 330 |
| Number of Non-Managed Accounts | $344,000 | 116 |
| Total fiduciary and related assets | $603,621,000 | 210 |
| Managed Assets ($) | $135,109,000 | 334 |
| Non-managed Assets ($) | $468,512,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $304,000 | 402 |
| 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 | $527,000 | 347 |
| Number of Managed Accounts | $189,000 | 493 |
| Number of Non-Managed Accounts | $338,000 | 145 |
| Total fiduciary and related assets | $646,476,000 | 197 |
| Managed Assets ($) | $125,929,000 | 420 |
| Non-managed Assets ($) | $520,547,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,281,000 | 346 |
| 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 | $525,000 | 296 |
| Number of Managed Accounts | $188,000 | 332 |
| Number of Non-Managed Accounts | $337,000 | 116 |
| Total fiduciary and related assets | $663,333,000 | 191 |
| Managed Assets ($) | $122,752,000 | 328 |
| Non-managed Assets ($) | $540,581,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $891,000 | 357 |
| 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 | $927,000 | 214 |
| Number of Managed Accounts | $191,000 | 335 |
| Number of Non-Managed Accounts | $736,000 | 80 |
| Total fiduciary and related assets | $817,983,000 | 172 |
| Managed Assets ($) | $136,779,000 | 333 |
| Non-managed Assets ($) | $681,204,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $611,000 | 360 |
| 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 | $988,000 | 205 |
| Number of Managed Accounts | $204,000 | 340 |
| Number of Non-Managed Accounts | $784,000 | 78 |
| Total fiduciary and related assets | $833,633,000 | 173 |
| Managed Assets ($) | $138,710,000 | 336 |
| Non-managed Assets ($) | $694,923,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $284,000 | 376 |
| 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 | $953,000 | 226 |
| Number of Managed Accounts | $199,000 | 493 |
| Number of Non-Managed Accounts | $754,000 | 91 |
| Total fiduciary and related assets | $845,047,000 | 168 |
| Managed Assets ($) | $138,027,000 | 403 |
| Non-managed Assets ($) | $707,020,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,176,000 | 361 |
| 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 | $922,000 | 216 |
| Number of Managed Accounts | $198,000 | 322 |
| Number of Non-Managed Accounts | $724,000 | 82 |
| Total fiduciary and related assets | $801,228,000 | 171 |
| Managed Assets ($) | $128,148,000 | 330 |
| Non-managed Assets ($) | $673,080,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $831,000 | 378 |
| 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 | $935,000 | 213 |
| Number of Managed Accounts | $196,000 | 324 |
| Number of Non-Managed Accounts | $739,000 | 83 |
| Total fiduciary and related assets | $818,664,000 | 165 |
| Managed Assets ($) | $129,004,000 | 327 |
| Non-managed Assets ($) | $689,660,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $542,000 | 380 |
| 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 | $941,000 | 211 |
| Number of Managed Accounts | $195,000 | 331 |
| Number of Non-Managed Accounts | $746,000 | 85 |
| Total fiduciary and related assets | $824,620,000 | 172 |
| Managed Assets ($) | $130,082,000 | 332 |
| Non-managed Assets ($) | $694,538,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $256,000 | 399 |
| 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 | $954,000 | 226 |
| Number of Managed Accounts | $194,000 | 509 |
| Number of Non-Managed Accounts | $760,000 | 96 |
| Total fiduciary and related assets | $804,339,000 | 175 |
| Managed Assets ($) | $129,632,000 | 411 |
| Non-managed Assets ($) | $674,707,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 354 |
| 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 | $949,000 | 215 |
| Number of Managed Accounts | $194,000 | 321 |
| Number of Non-Managed Accounts | $755,000 | 84 |
| Total fiduciary and related assets | $766,957,000 | 178 |
| Managed Assets ($) | $122,907,000 | 324 |
| Non-managed Assets ($) | $644,050,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $811,000 | 364 |
| 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 | $965,000 | 215 |
| Number of Managed Accounts | $202,000 | 323 |
| Number of Non-Managed Accounts | $763,000 | 82 |
| Total fiduciary and related assets | $760,008,000 | 173 |
| Managed Assets ($) | $120,908,000 | 329 |
| Non-managed Assets ($) | $639,100,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $516,000 | 382 |
| 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 | $967,000 | 216 |
| Number of Managed Accounts | $211,000 | 321 |
| Number of Non-Managed Accounts | $756,000 | 81 |
| Total fiduciary and related assets | $688,653,000 | 179 |
| Managed Assets ($) | $111,173,000 | 330 |
| Non-managed Assets ($) | $577,480,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,000 | 427 |
| 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 | $1,023,000 | 227 |
| Number of Managed Accounts | $226,000 | 478 |
| Number of Non-Managed Accounts | $797,000 | 98 |
| Total fiduciary and related assets | $945,913,000 | 160 |
| Managed Assets ($) | $138,286,000 | 382 |
| Non-managed Assets ($) | $807,627,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,215,000 | 364 |
| 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 | $1,051,000 | 203 |
| Number of Managed Accounts | $238,000 | 334 |
| Number of Non-Managed Accounts | $813,000 | 84 |
| Total fiduciary and related assets | $1,080,410,000 | 157 |
| Managed Assets ($) | $154,793,000 | 337 |
| Non-managed Assets ($) | $925,617,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $865,000 | 380 |
| 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 | $1,034,000 | 208 |
| Number of Managed Accounts | $237,000 | 339 |
| Number of Non-Managed Accounts | $797,000 | 84 |
| Total fiduciary and related assets | $1,093,115,000 | 165 |
| Managed Assets ($) | $207,828,000 | 320 |
| Non-managed Assets ($) | $885,287,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $555,000 | 398 |
| 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 | $1,010,000 | 216 |
| Number of Managed Accounts | $237,000 | 342 |
| Number of Non-Managed Accounts | $773,000 | 85 |
| Total fiduciary and related assets | $1,202,075,000 | 163 |
| Managed Assets ($) | $240,923,000 | 308 |
| Non-managed Assets ($) | $961,152,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $267,000 | 406 |
| 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 | $1,015,000 | 220 |
| Number of Managed Accounts | $234,000 | 474 |
| Number of Non-Managed Accounts | $781,000 | 96 |
| Total fiduciary and related assets | $1,282,704,000 | 158 |
| Managed Assets ($) | $245,598,000 | 311 |
| Non-managed Assets ($) | $1,037,106,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,274,000 | 368 |
| 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 | $997,000 | 204 |
| Number of Managed Accounts | $231,000 | 334 |
| Number of Non-Managed Accounts | $766,000 | 82 |
| Total fiduciary and related assets | $1,281,452,000 | 155 |
| Managed Assets ($) | $241,703,000 | 303 |
| Non-managed Assets ($) | $1,039,749,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $767,000 | 411 |
| 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 | $987,000 | 208 |
| Number of Managed Accounts | $223,000 | 336 |
| Number of Non-Managed Accounts | $764,000 | 82 |
| Total fiduciary and related assets | $1,300,773,000 | 162 |
| Managed Assets ($) | $240,027,000 | 315 |
| Non-managed Assets ($) | $1,060,746,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $502,000 | 423 |
| 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 | $965,000 | 206 |
| Number of Managed Accounts | $222,000 | 341 |
| Number of Non-Managed Accounts | $743,000 | 86 |
| Total fiduciary and related assets | $1,268,831,000 | 162 |
| Managed Assets ($) | $234,893,000 | 318 |
| Non-managed Assets ($) | $1,033,938,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,000 | 445 |
| 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 | $943,000 | 230 |
| Number of Managed Accounts | $221,000 | 481 |
| Number of Non-Managed Accounts | $722,000 | 102 |
| Total fiduciary and related assets | $1,252,299,000 | 164 |
| Managed Assets ($) | $229,501,000 | 322 |
| Non-managed Assets ($) | $1,022,798,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,012,000 | 401 |
| 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 | $934,000 | 214 |
| Number of Managed Accounts | $219,000 | 331 |
| Number of Non-Managed Accounts | $715,000 | 91 |
| Total fiduciary and related assets | $1,137,480,000 | 173 |
| Managed Assets ($) | $142,209,000 | 332 |
| Non-managed Assets ($) | $995,271,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $622,000 | 454 |
| 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 | $919,000 | 223 |
| Number of Managed Accounts | $220,000 | 337 |
| Number of Non-Managed Accounts | $699,000 | 93 |
| Total fiduciary and related assets | $1,063,765,000 | 181 |
| Managed Assets ($) | $136,140,000 | 339 |
| Non-managed Assets ($) | $927,625,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $404,000 | 467 |
| 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 | $884,000 | 234 |
| Number of Managed Accounts | $215,000 | 345 |
| Number of Non-Managed Accounts | $669,000 | 95 |
| Total fiduciary and related assets | $1,095,224,000 | 177 |
| Managed Assets ($) | $138,461,000 | 343 |
| Non-managed Assets ($) | $956,763,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,000 | 484 |
| 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 | $849,000 | 263 |
| Number of Managed Accounts | $213,000 | 512 |
| Number of Non-Managed Accounts | $636,000 | 113 |
| Total fiduciary and related assets | $1,026,155,000 | 183 |
| Managed Assets ($) | $131,361,000 | 421 |
| Non-managed Assets ($) | $894,794,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $932,000 | 407 |
| 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 | $831,000 | 236 |
| Number of Managed Accounts | $213,000 | 335 |
| Number of Non-Managed Accounts | $618,000 | 94 |
| Total fiduciary and related assets | $914,356,000 | 194 |
| Managed Assets ($) | $174,969,000 | 325 |
| Non-managed Assets ($) | $739,387,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $586,000 | 447 |
| 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 | $808,000 | 240 |
| Number of Managed Accounts | $217,000 | 344 |
| Number of Non-Managed Accounts | $591,000 | 101 |
| Total fiduciary and related assets | $903,628,000 | 190 |
| Managed Assets ($) | $181,906,000 | 330 |
| Non-managed Assets ($) | $721,722,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $388,000 | 449 |
| 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 | $789,000 | 247 |
| Number of Managed Accounts | $220,000 | 346 |
| Number of Non-Managed Accounts | $569,000 | 109 |
| Total fiduciary and related assets | $833,601,000 | 202 |
| Managed Assets ($) | $182,237,000 | 329 |
| Non-managed Assets ($) | $651,364,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $191,000 | 461 |
| 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 | $774,000 | 271 |
| Number of Managed Accounts | $219,000 | 494 |
| Number of Non-Managed Accounts | $555,000 | 133 |
| Total fiduciary and related assets | $794,823,000 | 207 |
| Managed Assets ($) | $178,127,000 | 356 |
| Non-managed Assets ($) | $616,696,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $867,000 | 410 |
| 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 | $765,000 | 246 |
| Number of Managed Accounts | $226,000 | 328 |
| Number of Non-Managed Accounts | $539,000 | 113 |
| Total fiduciary and related assets | $729,123,000 | 215 |
| Managed Assets ($) | $168,292,000 | 320 |
| Non-managed Assets ($) | $560,831,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $559,000 | 446 |
| 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 | $748,000 | 254 |
| Number of Managed Accounts | $228,000 | 332 |
| Number of Non-Managed Accounts | $520,000 | 118 |
| Total fiduciary and related assets | $724,125,000 | 213 |
| Managed Assets ($) | $168,706,000 | 326 |
| Non-managed Assets ($) | $555,419,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,000 | 451 |
| 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 | $866,000 | 234 |
| Number of Managed Accounts | $340,000 | 306 |
| Number of Non-Managed Accounts | $526,000 | 119 |
| Total fiduciary and related assets | $699,588,000 | 219 |
| Managed Assets ($) | $164,230,000 | 338 |
| Non-managed Assets ($) | $535,358,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,000 | 477 |
| 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 | $862,000 | 268 |
| Number of Managed Accounts | $346,000 | 372 |
| Number of Non-Managed Accounts | $516,000 | 150 |
| Total fiduciary and related assets | $649,239,000 | 231 |
| Managed Assets ($) | $150,678,000 | 386 |
| Non-managed Assets ($) | $498,561,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 438 |
| 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 | $847,000 | 247 |
| Number of Managed Accounts | $344,000 | 309 |
| Number of Non-Managed Accounts | $503,000 | 139 |
| Total fiduciary and related assets | $620,290,000 | 238 |
| Managed Assets ($) | $156,382,000 | 331 |
| Non-managed Assets ($) | $463,908,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $483,000 | 487 |
| 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 | $834,000 | 257 |
| Number of Managed Accounts | $342,000 | 313 |
| Number of Non-Managed Accounts | $492,000 | 142 |
| Total fiduciary and related assets | $595,390,000 | 247 |
| Managed Assets ($) | $153,723,000 | 335 |
| Non-managed Assets ($) | $441,667,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $311,000 | 503 |
| 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 | $858,000 | 256 |
| Number of Managed Accounts | $354,000 | 317 |
| Number of Non-Managed Accounts | $504,000 | 137 |
| Total fiduciary and related assets | $544,891,000 | 253 |
| Managed Assets ($) | $134,456,000 | 354 |
| Non-managed Assets ($) | $410,435,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,000 | 517 |
| 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 | $837,000 | 288 |
| Number of Managed Accounts | $349,000 | 390 |
| Number of Non-Managed Accounts | $488,000 | 161 |
| Total fiduciary and related assets | $555,157,000 | 252 |
| Managed Assets ($) | $126,019,000 | 422 |
| Non-managed Assets ($) | $429,138,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $743,000 | 459 |
| 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 | $771,000 | 287 |
| Number of Managed Accounts | $381,000 | 352 |
| Number of Non-Managed Accounts | $390,000 | 175 |
| Total fiduciary and related assets | $530,274,000 | 238 |
| Managed Assets ($) | $155,879,000 | 364 |
| Non-managed Assets ($) | $374,395,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $732,000 | 485 |
| 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 | $751,000 | 484 |
| 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 | $928,000 | 479 |
| 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 | $1,114,000 | 429 |
| 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 | $1,040,000 | 459 |
| 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 | $927,000 | 531 |
| 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 | $791,000 | 596 |
| 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 | $730,000 | 609 |
| 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 | $665,000 | 659 |
| 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 | $622,000 | 696 |