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Intrust Bank, Fiduciary and Related Services
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,082,000 | 103 |
| Number of Managed Accounts | $2,987,000 | 79 |
| Number of Non-Managed Accounts | $95,000 | 262 |
| Total fiduciary and related assets | $7,097,890,000 | 98 |
| Managed Assets ($) | $3,971,278,000 | 96 |
| Non-managed Assets ($) | $3,126,612,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,384,000 | 94 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,098,000 | 102 |
| Number of Managed Accounts | $3,000,000 | 80 |
| Number of Non-Managed Accounts | $98,000 | 191 |
| Total fiduciary and related assets | $7,111,726,000 | 99 |
| Managed Assets ($) | $4,018,054,000 | 96 |
| Non-managed Assets ($) | $3,093,672,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,504,000 | 95 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,089,000 | 102 |
| Number of Managed Accounts | $2,989,000 | 80 |
| Number of Non-Managed Accounts | $100,000 | 214 |
| Total fiduciary and related assets | $6,718,046,000 | 100 |
| Managed Assets ($) | $3,809,727,000 | 96 |
| Non-managed Assets ($) | $2,908,319,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,838,000 | 100 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,051,000 | 104 |
| Number of Managed Accounts | $2,951,000 | 81 |
| Number of Non-Managed Accounts | $100,000 | 193 |
| Total fiduciary and related assets | $6,723,611,000 | 100 |
| Managed Assets ($) | $3,809,686,000 | 98 |
| Non-managed Assets ($) | $2,913,925,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,408,000 | 88 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,084,000 | 101 |
| Number of Managed Accounts | $2,979,000 | 76 |
| Number of Non-Managed Accounts | $105,000 | 251 |
| Total fiduciary and related assets | $6,524,408,000 | 98 |
| Managed Assets ($) | $3,665,463,000 | 94 |
| Non-managed Assets ($) | $2,858,945,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,304,000 | 87 |
| 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 | $3,037,000 | 100 |
| Number of Managed Accounts | $2,932,000 | 77 |
| Number of Non-Managed Accounts | $105,000 | 191 |
| Total fiduciary and related assets | $6,079,726,000 | 101 |
| Managed Assets ($) | $3,423,628,000 | 97 |
| Non-managed Assets ($) | $2,656,098,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,402,000 | 90 |
| 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 | $2,982,000 | 95 |
| Number of Managed Accounts | $2,877,000 | 75 |
| Number of Non-Managed Accounts | $105,000 | 213 |
| Total fiduciary and related assets | $6,146,698,000 | 98 |
| Managed Assets ($) | $3,502,277,000 | 92 |
| Non-managed Assets ($) | $2,644,421,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,392,000 | 86 |
| 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 | $2,951,000 | 105 |
| Number of Managed Accounts | $2,846,000 | 81 |
| Number of Non-Managed Accounts | $105,000 | 191 |
| Total fiduciary and related assets | $5,841,438,000 | 107 |
| Managed Assets ($) | $3,394,694,000 | 100 |
| Non-managed Assets ($) | $2,446,744,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,601,000 | 91 |
| 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 | $2,929,000 | 108 |
| Number of Managed Accounts | $2,824,000 | 82 |
| Number of Non-Managed Accounts | $105,000 | 249 |
| Total fiduciary and related assets | $5,581,600,000 | 107 |
| Managed Assets ($) | $3,246,441,000 | 104 |
| Non-managed Assets ($) | $2,335,159,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,762,000 | 91 |
| 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 | $2,900,000 | 106 |
| Number of Managed Accounts | $2,794,000 | 84 |
| Number of Non-Managed Accounts | $106,000 | 193 |
| Total fiduciary and related assets | $5,272,009,000 | 109 |
| Managed Assets ($) | $3,363,285,000 | 100 |
| Non-managed Assets ($) | $1,908,724,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,416,000 | 94 |
| 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 | $2,869,000 | 94 |
| Number of Managed Accounts | $2,727,000 | 77 |
| Number of Non-Managed Accounts | $142,000 | 164 |
| Total fiduciary and related assets | $5,692,980,000 | 83 |
| Managed Assets ($) | $3,152,886,000 | 88 |
| Non-managed Assets ($) | $2,540,094,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,875,000 | 74 |
| 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 | $2,846,000 | 95 |
| Number of Managed Accounts | $2,694,000 | 79 |
| Number of Non-Managed Accounts | $152,000 | 149 |
| Total fiduciary and related assets | $6,391,159,000 | 83 |
| Managed Assets ($) | $3,428,120,000 | 87 |
| Non-managed Assets ($) | $2,963,039,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,124,000 | 73 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,825,000 | 98 |
| Number of Managed Accounts | $2,665,000 | 77 |
| Number of Non-Managed Accounts | $160,000 | 179 |
| Total fiduciary and related assets | $6,757,537,000 | 79 |
| Managed Assets ($) | $3,630,300,000 | 87 |
| Non-managed Assets ($) | $3,127,237,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,126,000 | 76 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,757,000 | 97 |
| Number of Managed Accounts | $2,600,000 | 79 |
| Number of Non-Managed Accounts | $157,000 | 147 |
| Total fiduciary and related assets | $6,444,203,000 | 80 |
| Managed Assets ($) | $3,456,811,000 | 89 |
| Non-managed Assets ($) | $2,987,392,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,761,000 | 75 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,717,000 | 97 |
| Number of Managed Accounts | $2,561,000 | 83 |
| Number of Non-Managed Accounts | $156,000 | 152 |
| Total fiduciary and related assets | $6,333,816,000 | 80 |
| Managed Assets ($) | $3,395,078,000 | 90 |
| Non-managed Assets ($) | $2,938,738,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,550,000 | 74 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,692,000 | 99 |
| Number of Managed Accounts | $2,539,000 | 84 |
| Number of Non-Managed Accounts | $153,000 | 148 |
| Total fiduciary and related assets | $6,071,715,000 | 81 |
| Managed Assets ($) | $3,314,960,000 | 88 |
| Non-managed Assets ($) | $2,756,755,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,645,000 | 75 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,634,000 | 102 |
| Number of Managed Accounts | $2,480,000 | 87 |
| Number of Non-Managed Accounts | $154,000 | 191 |
| Total fiduciary and related assets | $5,862,337,000 | 83 |
| Managed Assets ($) | $2,988,914,000 | 91 |
| Non-managed Assets ($) | $2,873,423,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,879,000 | 76 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,670,000 | 98 |
| Number of Managed Accounts | $2,515,000 | 84 |
| Number of Non-Managed Accounts | $155,000 | 151 |
| Total fiduciary and related assets | $5,366,945,000 | 83 |
| Managed Assets ($) | $2,757,010,000 | 89 |
| Non-managed Assets ($) | $2,609,935,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,501,000 | 75 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,684,000 | 96 |
| Number of Managed Accounts | $2,522,000 | 84 |
| Number of Non-Managed Accounts | $162,000 | 152 |
| Total fiduciary and related assets | $5,128,808,000 | 83 |
| Managed Assets ($) | $2,666,954,000 | 90 |
| Non-managed Assets ($) | $2,461,854,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,486,000 | 76 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,697,000 | 97 |
| Number of Managed Accounts | $2,535,000 | 81 |
| Number of Non-Managed Accounts | $162,000 | 151 |
| Total fiduciary and related assets | $4,594,836,000 | 85 |
| Managed Assets ($) | $2,454,081,000 | 90 |
| Non-managed Assets ($) | $2,140,755,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,846,000 | 77 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,689,000 | 100 |
| Number of Managed Accounts | $2,530,000 | 85 |
| Number of Non-Managed Accounts | $159,000 | 197 |
| Total fiduciary and related assets | $5,331,195,000 | 80 |
| Managed Assets ($) | $2,820,739,000 | 91 |
| Non-managed Assets ($) | $2,510,456,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,764,000 | 74 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,709,000 | 96 |
| Number of Managed Accounts | $2,553,000 | 83 |
| Number of Non-Managed Accounts | $156,000 | 155 |
| Total fiduciary and related assets | $5,300,588,000 | 78 |
| Managed Assets ($) | $2,772,743,000 | 91 |
| Non-managed Assets ($) | $2,527,845,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,917,000 | 72 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,712,000 | 98 |
| Number of Managed Accounts | $2,558,000 | 83 |
| Number of Non-Managed Accounts | $154,000 | 161 |
| Total fiduciary and related assets | $5,204,243,000 | 79 |
| Managed Assets ($) | $2,775,916,000 | 87 |
| Non-managed Assets ($) | $2,428,327,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,851,000 | 74 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,690,000 | 98 |
| Number of Managed Accounts | $2,541,000 | 80 |
| Number of Non-Managed Accounts | $149,000 | 166 |
| Total fiduciary and related assets | $5,078,017,000 | 80 |
| Managed Assets ($) | $2,781,769,000 | 87 |
| Non-managed Assets ($) | $2,296,248,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,186,000 | 79 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,721,000 | 96 |
| Number of Managed Accounts | $2,571,000 | 79 |
| Number of Non-Managed Accounts | $150,000 | 206 |
| Total fiduciary and related assets | $4,752,119,000 | 80 |
| Managed Assets ($) | $2,604,327,000 | 85 |
| Non-managed Assets ($) | $2,147,792,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,725,000 | 78 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,754,000 | 93 |
| Number of Managed Accounts | $2,613,000 | 79 |
| Number of Non-Managed Accounts | $141,000 | 168 |
| Total fiduciary and related assets | $5,152,656,000 | 79 |
| Managed Assets ($) | $2,797,587,000 | 83 |
| Non-managed Assets ($) | $2,355,069,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,639,000 | 77 |
| 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 | $2,731,000 | 93 |
| Number of Managed Accounts | $2,592,000 | 76 |
| Number of Non-Managed Accounts | $139,000 | 177 |
| Total fiduciary and related assets | $4,962,527,000 | 82 |
| Managed Assets ($) | $2,692,727,000 | 86 |
| Non-managed Assets ($) | $2,269,800,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,346,000 | 77 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,710,000 | 94 |
| Number of Managed Accounts | $2,578,000 | 77 |
| Number of Non-Managed Accounts | $132,000 | 181 |
| Total fiduciary and related assets | $4,956,952,000 | 79 |
| Managed Assets ($) | $2,689,195,000 | 86 |
| Non-managed Assets ($) | $2,267,757,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,187,000 | 78 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,684,000 | 97 |
| Number of Managed Accounts | $2,557,000 | 80 |
| Number of Non-Managed Accounts | $127,000 | 239 |
| Total fiduciary and related assets | $4,916,877,000 | 78 |
| Managed Assets ($) | $2,713,776,000 | 85 |
| Non-managed Assets ($) | $2,203,101,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,632,000 | 76 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,646,000 | 96 |
| Number of Managed Accounts | $2,520,000 | 80 |
| Number of Non-Managed Accounts | $126,000 | 183 |
| Total fiduciary and related assets | $4,696,387,000 | 80 |
| Managed Assets ($) | $2,623,782,000 | 84 |
| Non-managed Assets ($) | $2,072,605,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,577,000 | 75 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,631,000 | 93 |
| Number of Managed Accounts | $2,501,000 | 76 |
| Number of Non-Managed Accounts | $130,000 | 179 |
| Total fiduciary and related assets | $4,472,218,000 | 81 |
| Managed Assets ($) | $2,476,866,000 | 85 |
| Non-managed Assets ($) | $1,995,352,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,493,000 | 76 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,643,000 | 90 |
| Number of Managed Accounts | $2,508,000 | 73 |
| Number of Non-Managed Accounts | $135,000 | 170 |
| Total fiduciary and related assets | $4,339,178,000 | 81 |
| Managed Assets ($) | $2,503,787,000 | 87 |
| Non-managed Assets ($) | $1,835,391,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,642,000 | 78 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,625,000 | 93 |
| Number of Managed Accounts | $2,492,000 | 73 |
| Number of Non-Managed Accounts | $133,000 | 237 |
| Total fiduciary and related assets | $4,154,419,000 | 84 |
| Managed Assets ($) | $2,395,300,000 | 87 |
| Non-managed Assets ($) | $1,759,119,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,721,000 | 76 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,467,000 | 96 |
| Number of Managed Accounts | $2,356,000 | 75 |
| Number of Non-Managed Accounts | $111,000 | 189 |
| Total fiduciary and related assets | $4,155,992,000 | 81 |
| Managed Assets ($) | $2,418,241,000 | 84 |
| Non-managed Assets ($) | $1,737,751,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,242,000 | 76 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,636,000 | 92 |
| Number of Managed Accounts | $2,507,000 | 73 |
| Number of Non-Managed Accounts | $129,000 | 185 |
| Total fiduciary and related assets | $4,095,878,000 | 84 |
| Managed Assets ($) | $2,340,819,000 | 86 |
| Non-managed Assets ($) | $1,755,059,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,780,000 | 78 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,587,000 | 97 |
| Number of Managed Accounts | $2,469,000 | 75 |
| Number of Non-Managed Accounts | $118,000 | 189 |
| Total fiduciary and related assets | $4,053,319,000 | 82 |
| Managed Assets ($) | $2,310,624,000 | 85 |
| Non-managed Assets ($) | $1,742,695,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,370,000 | 77 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,557,000 | 99 |
| Number of Managed Accounts | $2,441,000 | 72 |
| Number of Non-Managed Accounts | $116,000 | 254 |
| Total fiduciary and related assets | $4,007,392,000 | 78 |
| Managed Assets ($) | $2,295,109,000 | 82 |
| Non-managed Assets ($) | $1,712,283,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,175,000 | 73 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,556,000 | 95 |
| Number of Managed Accounts | $2,438,000 | 73 |
| Number of Non-Managed Accounts | $118,000 | 188 |
| Total fiduciary and related assets | $3,886,772,000 | 80 |
| Managed Assets ($) | $2,405,786,000 | 78 |
| Non-managed Assets ($) | $1,480,986,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,694,000 | 71 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,582,000 | 95 |
| Number of Managed Accounts | $2,470,000 | 71 |
| Number of Non-Managed Accounts | $112,000 | 187 |
| Total fiduciary and related assets | $3,990,632,000 | 81 |
| Managed Assets ($) | $2,520,769,000 | 78 |
| Non-managed Assets ($) | $1,469,863,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,197,000 | 72 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,533,000 | 95 |
| Number of Managed Accounts | $2,432,000 | 71 |
| Number of Non-Managed Accounts | $101,000 | 199 |
| Total fiduciary and related assets | $3,962,511,000 | 83 |
| Managed Assets ($) | $2,512,601,000 | 76 |
| Non-managed Assets ($) | $1,449,910,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,529,000 | 74 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,500,000 | 99 |
| Number of Managed Accounts | $2,397,000 | 72 |
| Number of Non-Managed Accounts | $103,000 | 284 |
| Total fiduciary and related assets | $3,890,134,000 | 82 |
| Managed Assets ($) | $2,452,719,000 | 76 |
| Non-managed Assets ($) | $1,437,415,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,282,000 | 73 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,451,000 | 96 |
| Number of Managed Accounts | $2,350,000 | 74 |
| Number of Non-Managed Accounts | $101,000 | 197 |
| Total fiduciary and related assets | $3,775,242,000 | 82 |
| Managed Assets ($) | $2,387,442,000 | 77 |
| Non-managed Assets ($) | $1,387,800,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,917,000 | 73 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,397,000 | 96 |
| Number of Managed Accounts | $2,294,000 | 74 |
| Number of Non-Managed Accounts | $103,000 | 195 |
| Total fiduciary and related assets | $3,905,505,000 | 79 |
| Managed Assets ($) | $2,519,155,000 | 72 |
| Non-managed Assets ($) | $1,386,350,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,544,000 | 74 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,386,000 | 100 |
| Number of Managed Accounts | $2,282,000 | 78 |
| Number of Non-Managed Accounts | $104,000 | 203 |
| Total fiduciary and related assets | $3,796,615,000 | 80 |
| Managed Assets ($) | $2,461,902,000 | 75 |
| Non-managed Assets ($) | $1,334,713,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,229,000 | 75 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,394,000 | 101 |
| Number of Managed Accounts | $2,280,000 | 77 |
| Number of Non-Managed Accounts | $114,000 | 283 |
| Total fiduciary and related assets | $3,745,850,000 | 82 |
| Managed Assets ($) | $2,434,448,000 | 75 |
| Non-managed Assets ($) | $1,311,402,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,017,000 | 76 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,429,000 | 95 |
| Number of Managed Accounts | $2,319,000 | 76 |
| Number of Non-Managed Accounts | $110,000 | 204 |
| Total fiduciary and related assets | $3,562,279,000 | 82 |
| Managed Assets ($) | $2,330,382,000 | 78 |
| Non-managed Assets ($) | $1,231,897,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,885,000 | 76 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,413,000 | 96 |
| Number of Managed Accounts | $2,300,000 | 76 |
| Number of Non-Managed Accounts | $113,000 | 202 |
| Total fiduciary and related assets | $3,520,719,000 | 83 |
| Managed Assets ($) | $2,346,921,000 | 75 |
| Non-managed Assets ($) | $1,173,798,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,878,000 | 76 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,443,000 | 95 |
| Number of Managed Accounts | $2,319,000 | 74 |
| Number of Non-Managed Accounts | $124,000 | 195 |
| Total fiduciary and related assets | $3,578,020,000 | 81 |
| Managed Assets ($) | $2,401,353,000 | 76 |
| Non-managed Assets ($) | $1,176,667,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,897,000 | 75 |
| 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 | $2,347,000 | 98 |
| Number of Managed Accounts | $2,225,000 | 74 |
| Number of Non-Managed Accounts | $122,000 | 284 |
| Total fiduciary and related assets | $3,321,824,000 | 82 |
| Managed Assets ($) | $2,196,622,000 | 77 |
| Non-managed Assets ($) | $1,125,202,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,238,000 | 75 |
| 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 | $2,380,000 | 93 |
| Number of Managed Accounts | $2,253,000 | 75 |
| Number of Non-Managed Accounts | $127,000 | 185 |
| Total fiduciary and related assets | $3,281,350,000 | 82 |
| Managed Assets ($) | $2,200,083,000 | 76 |
| Non-managed Assets ($) | $1,081,267,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,601,000 | 76 |
| 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 | $2,348,000 | 91 |
| Number of Managed Accounts | $2,228,000 | 71 |
| Number of Non-Managed Accounts | $120,000 | 189 |
| Total fiduciary and related assets | $3,161,499,000 | 83 |
| Managed Assets ($) | $2,145,195,000 | 75 |
| Non-managed Assets ($) | $1,016,304,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,933,000 | 77 |
| 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 | $2,447,000 | 90 |
| Number of Managed Accounts | $2,230,000 | 72 |
| Number of Non-Managed Accounts | $217,000 | 145 |
| Total fiduciary and related assets | $3,144,650,000 | 82 |
| Managed Assets ($) | $2,150,929,000 | 77 |
| Non-managed Assets ($) | $993,721,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,441,000 | 76 |
| 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 | $2,333,000 | 95 |
| Number of Managed Accounts | $2,235,000 | 71 |
| Number of Non-Managed Accounts | $98,000 | 324 |
| Total fiduciary and related assets | $2,838,316,000 | 85 |
| Managed Assets ($) | $1,977,197,000 | 81 |
| Non-managed Assets ($) | $861,119,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,040,000 | 65 |
| 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 | $2,309,000 | 92 |
| Number of Managed Accounts | $2,222,000 | 74 |
| Number of Non-Managed Accounts | $87,000 | 211 |
| Total fiduciary and related assets | $2,639,210,000 | 89 |
| Managed Assets ($) | $1,889,034,000 | 82 |
| Non-managed Assets ($) | $750,176,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,909,000 | 66 |
| 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 | $2,283,000 | 96 |
| Number of Managed Accounts | $2,192,000 | 77 |
| Number of Non-Managed Accounts | $91,000 | 212 |
| Total fiduciary and related assets | $2,845,635,000 | 88 |
| Managed Assets ($) | $2,037,386,000 | 82 |
| Non-managed Assets ($) | $808,249,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,611,000 | 67 |
| 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 | $2,259,000 | 94 |
| Number of Managed Accounts | $2,172,000 | 75 |
| Number of Non-Managed Accounts | $87,000 | 217 |
| Total fiduciary and related assets | $2,816,876,000 | 87 |
| Managed Assets ($) | $2,013,948,000 | 79 |
| Non-managed Assets ($) | $802,928,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,297,000 | 64 |
| 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 | $2,246,000 | 98 |
| Number of Managed Accounts | $2,152,000 | 77 |
| Number of Non-Managed Accounts | $94,000 | 350 |
| Total fiduciary and related assets | $2,703,093,000 | 90 |
| Managed Assets ($) | $1,927,053,000 | 81 |
| Non-managed Assets ($) | $776,040,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,391,000 | 64 |
| 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 | $2,197,000 | 95 |
| Number of Managed Accounts | $2,144,000 | 77 |
| Number of Non-Managed Accounts | $53,000 | 261 |
| Total fiduciary and related assets | $2,586,474,000 | 91 |
| Managed Assets ($) | $1,865,258,000 | 79 |
| Non-managed Assets ($) | $721,216,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,239,000 | 64 |
| 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 | $2,164,000 | 97 |
| Number of Managed Accounts | $2,109,000 | 75 |
| Number of Non-Managed Accounts | $55,000 | 261 |
| Total fiduciary and related assets | $2,370,213,000 | 94 |
| Managed Assets ($) | $1,710,933,000 | 83 |
| Non-managed Assets ($) | $659,280,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,244,000 | 64 |
| 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 | $2,260,000 | 94 |
| Number of Managed Accounts | $2,093,000 | 76 |
| Number of Non-Managed Accounts | $167,000 | 176 |
| Total fiduciary and related assets | $2,480,593,000 | 94 |
| Managed Assets ($) | $1,794,991,000 | 82 |
| Non-managed Assets ($) | $685,602,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,333,000 | 61 |
| 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 | $2,154,000 | 110 |
| Number of Managed Accounts | $2,054,000 | 79 |
| Number of Non-Managed Accounts | $100,000 | 347 |
| Total fiduciary and related assets | $2,444,562,000 | 96 |
| Managed Assets ($) | $1,816,832,000 | 82 |
| Non-managed Assets ($) | $627,730,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,473,000 | 70 |
| 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 | $2,152,000 | 102 |
| Number of Managed Accounts | $2,015,000 | 82 |
| Number of Non-Managed Accounts | $137,000 | 186 |
| Total fiduciary and related assets | $2,374,516,000 | 98 |
| Managed Assets ($) | $1,777,404,000 | 83 |
| Non-managed Assets ($) | $597,112,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,435,000 | 71 |
| 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 | $2,111,000 | 103 |
| Number of Managed Accounts | $1,844,000 | 88 |
| Number of Non-Managed Accounts | $267,000 | 142 |
| Total fiduciary and related assets | $2,179,931,000 | 103 |
| Managed Assets ($) | $1,646,440,000 | 84 |
| Non-managed Assets ($) | $533,491,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,704,000 | 74 |
| 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 | $2,174,000 | 99 |
| Number of Managed Accounts | $1,852,000 | 87 |
| Number of Non-Managed Accounts | $322,000 | 129 |
| Total fiduciary and related assets | $2,050,036,000 | 103 |
| Managed Assets ($) | $1,567,060,000 | 83 |
| Non-managed Assets ($) | $482,976,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,242,000 | 75 |
| 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 | $2,226,000 | 108 |
| Number of Managed Accounts | $1,909,000 | 89 |
| Number of Non-Managed Accounts | $317,000 | 175 |
| Total fiduciary and related assets | $2,123,578,000 | 107 |
| Managed Assets ($) | $1,626,517,000 | 86 |
| Non-managed Assets ($) | $497,061,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,534,000 | 80 |
| 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 | $2,290,000 | 101 |
| Number of Managed Accounts | $1,962,000 | 85 |
| Number of Non-Managed Accounts | $328,000 | 134 |
| Total fiduciary and related assets | $2,282,689,000 | 104 |
| Managed Assets ($) | $1,765,402,000 | 88 |
| Non-managed Assets ($) | $517,287,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,290,000 | 80 |
| 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 | $2,280,000 | 103 |
| Number of Managed Accounts | $1,938,000 | 87 |
| Number of Non-Managed Accounts | $342,000 | 136 |
| Total fiduciary and related assets | $2,392,697,000 | 106 |
| Managed Assets ($) | $1,920,880,000 | 89 |
| Non-managed Assets ($) | $471,817,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,559,000 | 82 |
| 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 | $1,987,000 | 118 |
| Number of Managed Accounts | $1,684,000 | 97 |
| Number of Non-Managed Accounts | $303,000 | 141 |
| Total fiduciary and related assets | $2,253,543,000 | 112 |
| Managed Assets ($) | $1,762,389,000 | 93 |
| Non-managed Assets ($) | $491,154,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,759,000 | 84 |
| 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 | $2,255,000 | 105 |
| Number of Managed Accounts | $1,907,000 | 90 |
| Number of Non-Managed Accounts | $348,000 | 169 |
| Total fiduciary and related assets | $2,356,971,000 | 113 |
| Managed Assets ($) | $1,831,667,000 | 93 |
| Non-managed Assets ($) | $525,304,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,932,000 | 81 |
| 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 | $2,384,000 | 93 |
| Number of Managed Accounts | $1,793,000 | 89 |
| Number of Non-Managed Accounts | $591,000 | 94 |
| Total fiduciary and related assets | $2,365,426,000 | 112 |
| Managed Assets ($) | $1,825,114,000 | 93 |
| Non-managed Assets ($) | $540,312,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,160,000 | 79 |
| 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 | $2,361,000 | 97 |
| Number of Managed Accounts | $1,790,000 | 90 |
| Number of Non-Managed Accounts | $571,000 | 97 |
| Total fiduciary and related assets | $2,450,892,000 | 117 |
| Managed Assets ($) | $1,921,303,000 | 91 |
| Non-managed Assets ($) | $529,589,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,471,000 | 81 |
| 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 | $2,046,000 | 112 |
| Number of Managed Accounts | $1,800,000 | 89 |
| Number of Non-Managed Accounts | $246,000 | 148 |
| Total fiduciary and related assets | $2,355,875,000 | 115 |
| Managed Assets ($) | $1,854,770,000 | 90 |
| Non-managed Assets ($) | $501,105,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,726,000 | 80 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,405,000 | 70 |
| Number of Managed Accounts | $1,914,000 | 88 |
| Number of Non-Managed Accounts | $2,491,000 | 47 |
| Total fiduciary and related assets | $2,310,130,000 | 112 |
| Managed Assets ($) | $1,813,209,000 | 85 |
| Non-managed Assets ($) | $496,921,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,052,000 | 73 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,246,000 | 72 |
| Number of Managed Accounts | $1,915,000 | 92 |
| Number of Non-Managed Accounts | $2,331,000 | 46 |
| Total fiduciary and related assets | $2,212,130,000 | 117 |
| Managed Assets ($) | $1,740,412,000 | 91 |
| Non-managed Assets ($) | $471,718,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,365,000 | 79 |
| 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 | $2,001,000 | 122 |
| Number of Managed Accounts | $1,755,000 | 100 |
| Number of Non-Managed Accounts | $246,000 | 165 |
| Total fiduciary and related assets | $2,091,624,000 | 123 |
| Managed Assets ($) | $1,654,546,000 | 101 |
| Non-managed Assets ($) | $437,078,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,786,000 | 83 |
| 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 | $2,061,000 | 116 |
| Number of Managed Accounts | $1,791,000 | 99 |
| Number of Non-Managed Accounts | $270,000 | 164 |
| Total fiduciary and related assets | $2,155,373,000 | 123 |
| Managed Assets ($) | $1,721,493,000 | 95 |
| Non-managed Assets ($) | $433,880,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,575,000 | 71 |
| 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 | $2,044,000 | 123 |
| Number of Managed Accounts | $1,775,000 | 103 |
| Number of Non-Managed Accounts | $269,000 | 207 |
| Total fiduciary and related assets | $2,066,556,000 | 122 |
| Managed Assets ($) | $1,654,852,000 | 98 |
| Non-managed Assets ($) | $411,704,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,527,000 | 93 |
| 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 | $2,013,000 | 116 |
| Number of Managed Accounts | $1,745,000 | 99 |
| Number of Non-Managed Accounts | $268,000 | 155 |
| Total fiduciary and related assets | $2,105,360,000 | 121 |
| Managed Assets ($) | $1,704,713,000 | 94 |
| Non-managed Assets ($) | $400,647,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,280,000 | 95 |
| 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 | $2,010,000 | 111 |
| Number of Managed Accounts | $1,737,000 | 98 |
| Number of Non-Managed Accounts | $273,000 | 154 |
| Total fiduciary and related assets | $1,931,217,000 | 122 |
| Managed Assets ($) | $1,668,690,000 | 92 |
| Non-managed Assets ($) | $262,527,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,961,000 | 96 |
| 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 | $2,005,000 | 116 |
| Number of Managed Accounts | $1,756,000 | 98 |
| Number of Non-Managed Accounts | $249,000 | 165 |
| Total fiduciary and related assets | $1,904,533,000 | 126 |
| Managed Assets ($) | $1,646,408,000 | 98 |
| Non-managed Assets ($) | $258,125,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,889,000 | 100 |
| 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 | $2,032,000 | 125 |
| Number of Managed Accounts | $1,762,000 | 101 |
| Number of Non-Managed Accounts | $270,000 | 208 |
| Total fiduciary and related assets | $1,958,519,000 | 129 |
| Managed Assets ($) | $1,687,397,000 | 96 |
| Non-managed Assets ($) | $271,122,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,493,000 | 99 |
| 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 | $2,043,000 | 114 |
| Number of Managed Accounts | $1,773,000 | 97 |
| Number of Non-Managed Accounts | $270,000 | 157 |
| Total fiduciary and related assets | $1,797,126,000 | 130 |
| Managed Assets ($) | $1,553,222,000 | 99 |
| Non-managed Assets ($) | $243,904,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,525,000 | 100 |
| 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 | $2,029,000 | 116 |
| Number of Managed Accounts | $1,762,000 | 97 |
| Number of Non-Managed Accounts | $267,000 | 163 |
| Total fiduciary and related assets | $1,674,758,000 | 136 |
| Managed Assets ($) | $1,532,462,000 | 99 |
| Non-managed Assets ($) | $142,296,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,590,000 | 103 |
| 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 | $2,051,000 | 115 |
| Number of Managed Accounts | $1,780,000 | 96 |
| Number of Non-Managed Accounts | $271,000 | 162 |
| Total fiduciary and related assets | $1,701,169,000 | 140 |
| Managed Assets ($) | $1,558,343,000 | 100 |
| Non-managed Assets ($) | $142,826,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,800,000 | 103 |
| 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 | $2,048,000 | 128 |
| Number of Managed Accounts | $1,777,000 | 105 |
| Number of Non-Managed Accounts | $271,000 | 221 |
| Total fiduciary and related assets | $1,648,625,000 | 146 |
| Managed Assets ($) | $1,509,491,000 | 104 |
| Non-managed Assets ($) | $139,134,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,199,000 | 95 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,046,000 | 126 |
| Number of Managed Accounts | $1,785,000 | 102 |
| Number of Non-Managed Accounts | $261,000 | 176 |
| Total fiduciary and related assets | $1,548,792,000 | 153 |
| Managed Assets ($) | $1,411,873,000 | 108 |
| Non-managed Assets ($) | $136,919,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,023,000 | 99 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,056,000 | 128 |
| Number of Managed Accounts | $1,787,000 | 100 |
| Number of Non-Managed Accounts | $269,000 | 180 |
| Total fiduciary and related assets | $1,496,906,000 | 159 |
| Managed Assets ($) | $1,364,191,000 | 109 |
| Non-managed Assets ($) | $132,715,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,517,000 | 100 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,872,000 | 106 |
| Number of Managed Accounts | $2,265,000 | 85 |
| Number of Non-Managed Accounts | $607,000 | 119 |
| Total fiduciary and related assets | $4,769,090,000 | 90 |
| Managed Assets ($) | $1,865,206,000 | 96 |
| Non-managed Assets ($) | $2,903,884,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,462,000 | 116 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,867,000 | 111 |
| Number of Managed Accounts | $2,263,000 | 92 |
| Number of Non-Managed Accounts | $604,000 | 133 |
| Total fiduciary and related assets | $4,843,051,000 | 87 |
| Managed Assets ($) | $1,878,688,000 | 98 |
| Non-managed Assets ($) | $2,964,363,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,576,000 | 111 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,728,000 | 102 |
| Number of Managed Accounts | $2,392,000 | 81 |
| Number of Non-Managed Accounts | $336,000 | 197 |
| Total fiduciary and related assets | $1,961,790,000 | 127 |
| Managed Assets ($) | $1,832,274,000 | 97 |
| Non-managed Assets ($) | $129,516,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,114,000 | 111 |
| 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 | $11,913,000 | 105 |
| 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 | $13,262,000 | 118 |
| 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 | $10,510,000 | 132 |
| 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 | $7,978,000 | 154 |
| 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 | $5,874,000 | 203 |
| 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 | $5,718,000 | 220 |
| 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 | $5,604,000 | 214 |
| 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 | $5,241,000 | 218 |
| 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 | $4,687,000 | 225 |