Home > Simmons Bank > Fiduciary and Related Services
Simmons Bank, Fiduciary and Related Services
| 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 | $4,039,000 | 85 |
| Number of Managed Accounts | $3,727,000 | 66 |
| Number of Non-Managed Accounts | $312,000 | 107 |
| Total fiduciary and related assets | $5,749,329,000 | 112 |
| Managed Assets ($) | $4,529,083,000 | 88 |
| Non-managed Assets ($) | $1,220,246,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,483,000 | 104 |
| 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 | $4,154,000 | 82 |
| Number of Managed Accounts | $3,834,000 | 66 |
| Number of Non-Managed Accounts | $320,000 | 112 |
| Total fiduciary and related assets | $5,624,186,000 | 109 |
| Managed Assets ($) | $4,455,682,000 | 89 |
| Non-managed Assets ($) | $1,168,504,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,796,000 | 108 |
| 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 | $4,123,000 | 84 |
| Number of Managed Accounts | $3,811,000 | 67 |
| Number of Non-Managed Accounts | $312,000 | 105 |
| Total fiduciary and related assets | $5,562,122,000 | 109 |
| Managed Assets ($) | $4,355,526,000 | 90 |
| Non-managed Assets ($) | $1,206,596,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,050,000 | 100 |
| 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 | $4,145,000 | 82 |
| Number of Managed Accounts | $3,811,000 | 64 |
| Number of Non-Managed Accounts | $334,000 | 116 |
| Total fiduciary and related assets | $5,367,013,000 | 107 |
| Managed Assets ($) | $4,148,276,000 | 87 |
| Non-managed Assets ($) | $1,218,737,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,971,000 | 95 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,138,000 | 81 |
| Number of Managed Accounts | $3,812,000 | 66 |
| Number of Non-Managed Accounts | $326,000 | 105 |
| Total fiduciary and related assets | $5,177,082,000 | 109 |
| Managed Assets ($) | $3,910,660,000 | 90 |
| Non-managed Assets ($) | $1,266,422,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,804,000 | 97 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,130,000 | 81 |
| Number of Managed Accounts | $3,802,000 | 65 |
| Number of Non-Managed Accounts | $328,000 | 112 |
| Total fiduciary and related assets | $5,215,480,000 | 105 |
| Managed Assets ($) | $4,010,735,000 | 87 |
| Non-managed Assets ($) | $1,204,745,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,680,000 | 94 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,102,000 | 86 |
| Number of Managed Accounts | $3,773,000 | 68 |
| Number of Non-Managed Accounts | $329,000 | 110 |
| Total fiduciary and related assets | $5,164,211,000 | 113 |
| Managed Assets ($) | $3,923,039,000 | 92 |
| Non-managed Assets ($) | $1,241,172,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,804,000 | 98 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,079,000 | 86 |
| Number of Managed Accounts | $3,739,000 | 70 |
| Number of Non-Managed Accounts | $340,000 | 119 |
| Total fiduciary and related assets | $5,506,181,000 | 109 |
| Managed Assets ($) | $3,809,953,000 | 92 |
| Non-managed Assets ($) | $1,696,228,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,051,000 | 95 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,127,000 | 82 |
| Number of Managed Accounts | $3,786,000 | 68 |
| Number of Non-Managed Accounts | $341,000 | 108 |
| Total fiduciary and related assets | $5,228,195,000 | 110 |
| Managed Assets ($) | $3,572,367,000 | 92 |
| Non-managed Assets ($) | $1,655,828,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,489,000 | 97 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,125,000 | 70 |
| Number of Managed Accounts | $3,798,000 | 62 |
| Number of Non-Managed Accounts | $327,000 | 100 |
| Total fiduciary and related assets | $5,321,961,000 | 87 |
| Managed Assets ($) | $3,632,832,000 | 79 |
| Non-managed Assets ($) | $1,689,129,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,616,000 | 83 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,282,000 | 68 |
| Number of Managed Accounts | $3,839,000 | 60 |
| Number of Non-Managed Accounts | $443,000 | 81 |
| Total fiduciary and related assets | $5,809,814,000 | 89 |
| Managed Assets ($) | $3,843,216,000 | 81 |
| Non-managed Assets ($) | $1,966,598,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,152,000 | 79 |
| 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 | $4,324,000 | 69 |
| Number of Managed Accounts | $3,874,000 | 57 |
| Number of Non-Managed Accounts | $450,000 | 87 |
| Total fiduciary and related assets | $6,024,281,000 | 86 |
| Managed Assets ($) | $3,995,202,000 | 79 |
| Non-managed Assets ($) | $2,029,079,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,308,000 | 82 |
| 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 | $4,434,000 | 63 |
| Number of Managed Accounts | $3,961,000 | 56 |
| Number of Non-Managed Accounts | $473,000 | 81 |
| Total fiduciary and related assets | $5,874,847,000 | 85 |
| Managed Assets ($) | $3,929,189,000 | 76 |
| Non-managed Assets ($) | $1,945,658,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,049,000 | 80 |
| 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 | $4,456,000 | 64 |
| Number of Managed Accounts | $3,979,000 | 57 |
| Number of Non-Managed Accounts | $477,000 | 82 |
| Total fiduciary and related assets | $5,743,864,000 | 88 |
| Managed Assets ($) | $3,848,581,000 | 77 |
| Non-managed Assets ($) | $1,895,283,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,904,000 | 81 |
| 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 | $4,502,000 | 62 |
| Number of Managed Accounts | $4,018,000 | 56 |
| Number of Non-Managed Accounts | $484,000 | 83 |
| Total fiduciary and related assets | $5,581,648,000 | 85 |
| Managed Assets ($) | $3,705,754,000 | 75 |
| Non-managed Assets ($) | $1,875,894,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,666,000 | 82 |
| 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 | $4,649,000 | 63 |
| Number of Managed Accounts | $4,157,000 | 56 |
| Number of Non-Managed Accounts | $492,000 | 87 |
| Total fiduciary and related assets | $5,458,076,000 | 87 |
| Managed Assets ($) | $3,605,321,000 | 77 |
| Non-managed Assets ($) | $1,852,755,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,705,000 | 77 |
| 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 | $6,168,000 | 49 |
| Number of Managed Accounts | $5,647,000 | 40 |
| Number of Non-Managed Accounts | $521,000 | 78 |
| Total fiduciary and related assets | $5,569,310,000 | 80 |
| Managed Assets ($) | $3,640,974,000 | 72 |
| Non-managed Assets ($) | $1,928,336,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,147,000 | 73 |
| 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 | $6,233,000 | 48 |
| Number of Managed Accounts | $5,699,000 | 40 |
| Number of Non-Managed Accounts | $534,000 | 80 |
| Total fiduciary and related assets | $5,548,973,000 | 76 |
| Managed Assets ($) | $3,629,285,000 | 72 |
| Non-managed Assets ($) | $1,919,688,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,406,000 | 71 |
| 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 | $6,296,000 | 48 |
| Number of Managed Accounts | $5,745,000 | 40 |
| Number of Non-Managed Accounts | $551,000 | 76 |
| Total fiduciary and related assets | $5,504,968,000 | 71 |
| Managed Assets ($) | $3,475,168,000 | 69 |
| Non-managed Assets ($) | $2,029,800,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,150,000 | 72 |
| 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 | $4,105,000 | 67 |
| Number of Managed Accounts | $3,556,000 | 58 |
| Number of Non-Managed Accounts | $549,000 | 85 |
| Total fiduciary and related assets | $5,284,558,000 | 83 |
| Managed Assets ($) | $3,146,469,000 | 82 |
| Non-managed Assets ($) | $2,138,089,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,257,000 | 81 |
| 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 | $4,147,000 | 67 |
| Number of Managed Accounts | $3,565,000 | 61 |
| Number of Non-Managed Accounts | $582,000 | 77 |
| Total fiduciary and related assets | $5,152,580,000 | 84 |
| Managed Assets ($) | $3,027,208,000 | 86 |
| Non-managed Assets ($) | $2,125,372,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,610,000 | 84 |
| 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 | $4,141,000 | 69 |
| Number of Managed Accounts | $3,552,000 | 60 |
| Number of Non-Managed Accounts | $589,000 | 80 |
| Total fiduciary and related assets | $4,979,834,000 | 86 |
| Managed Assets ($) | $2,993,420,000 | 85 |
| Non-managed Assets ($) | $1,986,414,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,501,000 | 84 |
| 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 | $4,170,000 | 66 |
| Number of Managed Accounts | $3,591,000 | 60 |
| Number of Non-Managed Accounts | $579,000 | 82 |
| Total fiduciary and related assets | $4,989,551,000 | 83 |
| Managed Assets ($) | $2,969,144,000 | 84 |
| Non-managed Assets ($) | $2,020,407,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,708,000 | 85 |
| 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 | $4,182,000 | 69 |
| Number of Managed Accounts | $3,603,000 | 58 |
| Number of Non-Managed Accounts | $579,000 | 90 |
| Total fiduciary and related assets | $4,887,158,000 | 76 |
| Managed Assets ($) | $2,872,897,000 | 78 |
| Non-managed Assets ($) | $2,014,261,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,717,000 | 83 |
| 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 | $4,208,000 | 66 |
| Number of Managed Accounts | $3,620,000 | 57 |
| Number of Non-Managed Accounts | $588,000 | 81 |
| Total fiduciary and related assets | $5,085,847,000 | 81 |
| Managed Assets ($) | $3,069,186,000 | 77 |
| Non-managed Assets ($) | $2,016,661,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,736,000 | 82 |
| 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 | $4,270,000 | 65 |
| Number of Managed Accounts | $3,654,000 | 58 |
| Number of Non-Managed Accounts | $616,000 | 78 |
| Total fiduciary and related assets | $5,209,407,000 | 76 |
| Managed Assets ($) | $3,173,882,000 | 75 |
| Non-managed Assets ($) | $2,035,525,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,871,000 | 86 |
| 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 | $4,300,000 | 66 |
| Number of Managed Accounts | $3,666,000 | 57 |
| Number of Non-Managed Accounts | $634,000 | 78 |
| Total fiduciary and related assets | $4,931,665,000 | 80 |
| Managed Assets ($) | $3,081,862,000 | 78 |
| Non-managed Assets ($) | $1,849,803,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,248,000 | 88 |
| 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 | $3,799,000 | 72 |
| Number of Managed Accounts | $3,246,000 | 61 |
| Number of Non-Managed Accounts | $553,000 | 94 |
| Total fiduciary and related assets | $4,143,157,000 | 92 |
| Managed Assets ($) | $2,718,789,000 | 84 |
| Non-managed Assets ($) | $1,424,368,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,026,000 | 99 |
| 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 | $3,825,000 | 68 |
| Number of Managed Accounts | $3,264,000 | 60 |
| Number of Non-Managed Accounts | $561,000 | 81 |
| Total fiduciary and related assets | $4,219,787,000 | 90 |
| Managed Assets ($) | $2,621,268,000 | 85 |
| Non-managed Assets ($) | $1,598,519,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,549,000 | 99 |
| 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 | $3,847,000 | 66 |
| Number of Managed Accounts | $3,281,000 | 58 |
| Number of Non-Managed Accounts | $566,000 | 80 |
| Total fiduciary and related assets | $4,021,156,000 | 89 |
| Managed Assets ($) | $2,588,310,000 | 82 |
| Non-managed Assets ($) | $1,432,846,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,326,000 | 98 |
| 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 | $3,841,000 | 66 |
| Number of Managed Accounts | $3,270,000 | 58 |
| Number of Non-Managed Accounts | $571,000 | 79 |
| Total fiduciary and related assets | $4,260,819,000 | 85 |
| Managed Assets ($) | $2,617,173,000 | 81 |
| Non-managed Assets ($) | $1,643,646,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,212,000 | 98 |
| 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 | $3,898,000 | 67 |
| Number of Managed Accounts | $3,321,000 | 58 |
| Number of Non-Managed Accounts | $577,000 | 87 |
| Total fiduciary and related assets | $4,198,953,000 | 82 |
| Managed Assets ($) | $2,545,154,000 | 81 |
| Non-managed Assets ($) | $1,653,799,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,442,000 | 100 |
| 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 | $3,540,000 | 70 |
| Number of Managed Accounts | $3,015,000 | 62 |
| Number of Non-Managed Accounts | $525,000 | 85 |
| Total fiduciary and related assets | $4,086,551,000 | 84 |
| Managed Assets ($) | $2,421,469,000 | 83 |
| Non-managed Assets ($) | $1,665,082,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,080,000 | 101 |
| 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 | $3,539,000 | 70 |
| Number of Managed Accounts | $3,005,000 | 64 |
| Number of Non-Managed Accounts | $534,000 | 84 |
| Total fiduciary and related assets | $4,098,577,000 | 83 |
| Managed Assets ($) | $2,385,191,000 | 85 |
| Non-managed Assets ($) | $1,713,386,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,287,000 | 102 |
| 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 | $3,520,000 | 71 |
| Number of Managed Accounts | $2,968,000 | 65 |
| Number of Non-Managed Accounts | $552,000 | 85 |
| Total fiduciary and related assets | $3,911,439,000 | 87 |
| Managed Assets ($) | $2,373,997,000 | 84 |
| Non-managed Assets ($) | $1,537,442,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,631,000 | 102 |
| 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 | $2,285,000 | 104 |
| Number of Managed Accounts | $1,703,000 | 104 |
| Number of Non-Managed Accounts | $582,000 | 90 |
| Total fiduciary and related assets | $2,892,824,000 | 99 |
| Managed Assets ($) | $1,356,405,000 | 118 |
| Non-managed Assets ($) | $1,536,419,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,729,000 | 132 |
| 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 | $2,329,000 | 101 |
| Number of Managed Accounts | $1,759,000 | 103 |
| Number of Non-Managed Accounts | $570,000 | 82 |
| Total fiduciary and related assets | $3,057,654,000 | 99 |
| Managed Assets ($) | $1,331,680,000 | 118 |
| Non-managed Assets ($) | $1,725,974,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,536,000 | 135 |
| 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 | $2,217,000 | 105 |
| Number of Managed Accounts | $1,665,000 | 109 |
| Number of Non-Managed Accounts | $552,000 | 86 |
| Total fiduciary and related assets | $3,100,417,000 | 100 |
| Managed Assets ($) | $1,357,186,000 | 120 |
| Non-managed Assets ($) | $1,743,231,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,302,000 | 139 |
| 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 | $2,173,000 | 108 |
| Number of Managed Accounts | $1,635,000 | 110 |
| Number of Non-Managed Accounts | $538,000 | 90 |
| Total fiduciary and related assets | $3,242,302,000 | 97 |
| Managed Assets ($) | $1,357,646,000 | 117 |
| Non-managed Assets ($) | $1,884,656,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,250,000 | 136 |
| 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 | $2,164,000 | 110 |
| Number of Managed Accounts | $1,624,000 | 109 |
| Number of Non-Managed Accounts | $540,000 | 99 |
| Total fiduciary and related assets | $2,996,926,000 | 100 |
| Managed Assets ($) | $1,315,433,000 | 117 |
| Non-managed Assets ($) | $1,681,493,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,111,000 | 158 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,640,000 | 138 |
| Number of Managed Accounts | $1,323,000 | 130 |
| Number of Non-Managed Accounts | $317,000 | 117 |
| Total fiduciary and related assets | $2,528,760,000 | 104 |
| Managed Assets ($) | $1,029,822,000 | 131 |
| Non-managed Assets ($) | $1,498,938,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,785,000 | 162 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,616,000 | 137 |
| Number of Managed Accounts | $1,303,000 | 132 |
| Number of Non-Managed Accounts | $313,000 | 119 |
| Total fiduciary and related assets | $2,531,159,000 | 104 |
| Managed Assets ($) | $1,031,756,000 | 132 |
| Non-managed Assets ($) | $1,499,403,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,091,000 | 165 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,644,000 | 139 |
| Number of Managed Accounts | $1,308,000 | 133 |
| Number of Non-Managed Accounts | $336,000 | 117 |
| Total fiduciary and related assets | $2,377,600,000 | 106 |
| Managed Assets ($) | $1,005,731,000 | 129 |
| Non-managed Assets ($) | $1,371,869,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,537,000 | 166 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,529,000 | 149 |
| Number of Managed Accounts | $1,220,000 | 142 |
| Number of Non-Managed Accounts | $309,000 | 144 |
| Total fiduciary and related assets | $2,372,578,000 | 107 |
| Managed Assets ($) | $986,480,000 | 131 |
| Non-managed Assets ($) | $1,386,098,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,727,000 | 164 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,602,000 | 141 |
| Number of Managed Accounts | $1,280,000 | 125 |
| Number of Non-Managed Accounts | $322,000 | 116 |
| Total fiduciary and related assets | $2,281,953,000 | 108 |
| Managed Assets ($) | $976,943,000 | 126 |
| Non-managed Assets ($) | $1,305,010,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,117,000 | 164 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,544,000 | 141 |
| Number of Managed Accounts | $1,231,000 | 131 |
| Number of Non-Managed Accounts | $313,000 | 118 |
| Total fiduciary and related assets | $2,296,446,000 | 107 |
| Managed Assets ($) | $954,940,000 | 127 |
| Non-managed Assets ($) | $1,341,506,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,695,000 | 165 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,544,000 | 144 |
| Number of Managed Accounts | $1,236,000 | 127 |
| Number of Non-Managed Accounts | $308,000 | 125 |
| Total fiduciary and related assets | $2,194,219,000 | 110 |
| Managed Assets ($) | $959,165,000 | 127 |
| Non-managed Assets ($) | $1,235,054,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,393,000 | 164 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,563,000 | 147 |
| Number of Managed Accounts | $1,247,000 | 129 |
| Number of Non-Managed Accounts | $316,000 | 155 |
| Total fiduciary and related assets | $2,242,531,000 | 105 |
| Managed Assets ($) | $929,202,000 | 127 |
| Non-managed Assets ($) | $1,313,329,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,272,000 | 166 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,599,000 | 137 |
| Number of Managed Accounts | $1,288,000 | 123 |
| Number of Non-Managed Accounts | $311,000 | 122 |
| Total fiduciary and related assets | $2,358,038,000 | 101 |
| Managed Assets ($) | $927,448,000 | 126 |
| Non-managed Assets ($) | $1,430,590,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,844,000 | 168 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,573,000 | 137 |
| Number of Managed Accounts | $1,228,000 | 125 |
| Number of Non-Managed Accounts | $345,000 | 117 |
| Total fiduciary and related assets | $2,412,161,000 | 99 |
| Managed Assets ($) | $906,511,000 | 125 |
| Non-managed Assets ($) | $1,505,650,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,458,000 | 171 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,585,000 | 140 |
| Number of Managed Accounts | $1,238,000 | 126 |
| Number of Non-Managed Accounts | $347,000 | 115 |
| Total fiduciary and related assets | $2,373,284,000 | 102 |
| Managed Assets ($) | $915,538,000 | 128 |
| Non-managed Assets ($) | $1,457,746,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,000 | 170 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,570,000 | 146 |
| Number of Managed Accounts | $1,191,000 | 133 |
| Number of Non-Managed Accounts | $379,000 | 137 |
| Total fiduciary and related assets | $2,402,698,000 | 94 |
| Managed Assets ($) | $859,397,000 | 129 |
| Non-managed Assets ($) | $1,543,301,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,184,000 | 141 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 140 |
| Number of Managed Accounts | $1,194,000 | 133 |
| Number of Non-Managed Accounts | $399,000 | 107 |
| Total fiduciary and related assets | $2,208,555,000 | 96 |
| Managed Assets ($) | $819,490,000 | 132 |
| Non-managed Assets ($) | $1,389,065,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,821,000 | 143 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,570,000 | 142 |
| Number of Managed Accounts | $1,187,000 | 133 |
| Number of Non-Managed Accounts | $383,000 | 115 |
| Total fiduciary and related assets | $2,343,108,000 | 97 |
| Managed Assets ($) | $858,391,000 | 134 |
| Non-managed Assets ($) | $1,484,717,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,498,000 | 144 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,583,000 | 134 |
| Number of Managed Accounts | $1,204,000 | 127 |
| Number of Non-Managed Accounts | $379,000 | 116 |
| Total fiduciary and related assets | $2,257,475,000 | 96 |
| Managed Assets ($) | $862,335,000 | 132 |
| Non-managed Assets ($) | $1,395,140,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,302,000 | 140 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,667,000 | 136 |
| Number of Managed Accounts | $1,277,000 | 126 |
| Number of Non-Managed Accounts | $390,000 | 140 |
| Total fiduciary and related assets | $2,297,704,000 | 97 |
| Managed Assets ($) | $846,618,000 | 132 |
| Non-managed Assets ($) | $1,451,086,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,004,000 | 145 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,607,000 | 132 |
| Number of Managed Accounts | $1,215,000 | 126 |
| Number of Non-Managed Accounts | $392,000 | 117 |
| Total fiduciary and related assets | $2,399,260,000 | 96 |
| Managed Assets ($) | $820,705,000 | 134 |
| Non-managed Assets ($) | $1,578,555,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,638,000 | 146 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,645,000 | 131 |
| Number of Managed Accounts | $1,217,000 | 122 |
| Number of Non-Managed Accounts | $428,000 | 113 |
| Total fiduciary and related assets | $2,425,941,000 | 91 |
| Managed Assets ($) | $788,258,000 | 130 |
| Non-managed Assets ($) | $1,637,683,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,336,000 | 148 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,635,000 | 133 |
| Number of Managed Accounts | $1,218,000 | 124 |
| Number of Non-Managed Accounts | $417,000 | 119 |
| Total fiduciary and related assets | $2,491,996,000 | 93 |
| Managed Assets ($) | $808,969,000 | 132 |
| Non-managed Assets ($) | $1,683,027,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,208,000 | 148 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,580,000 | 144 |
| Number of Managed Accounts | $1,165,000 | 135 |
| Number of Non-Managed Accounts | $415,000 | 148 |
| Total fiduciary and related assets | $2,602,193,000 | 92 |
| Managed Assets ($) | $810,593,000 | 132 |
| Non-managed Assets ($) | $1,791,600,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,055,000 | 141 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,589,000 | 134 |
| Number of Managed Accounts | $1,178,000 | 126 |
| Number of Non-Managed Accounts | $411,000 | 118 |
| Total fiduciary and related assets | $2,268,022,000 | 100 |
| Managed Assets ($) | $819,626,000 | 129 |
| Non-managed Assets ($) | $1,448,396,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,787,000 | 142 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,589,000 | 131 |
| Number of Managed Accounts | $1,163,000 | 134 |
| Number of Non-Managed Accounts | $426,000 | 116 |
| Total fiduciary and related assets | $2,286,535,000 | 100 |
| Managed Assets ($) | $777,199,000 | 128 |
| Non-managed Assets ($) | $1,509,336,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,467,000 | 145 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,619,000 | 125 |
| Number of Managed Accounts | $1,195,000 | 130 |
| Number of Non-Managed Accounts | $424,000 | 118 |
| Total fiduciary and related assets | $2,130,602,000 | 102 |
| Managed Assets ($) | $742,454,000 | 131 |
| Non-managed Assets ($) | $1,388,148,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,285,000 | 138 |
| 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 | $1,677,000 | 136 |
| Number of Managed Accounts | $1,254,000 | 130 |
| Number of Non-Managed Accounts | $423,000 | 152 |
| Total fiduciary and related assets | $2,212,195,000 | 104 |
| Managed Assets ($) | $766,973,000 | 136 |
| Non-managed Assets ($) | $1,445,222,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,017,000 | 137 |
| 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 | $1,678,000 | 126 |
| Number of Managed Accounts | $1,253,000 | 124 |
| Number of Non-Managed Accounts | $425,000 | 123 |
| Total fiduciary and related assets | $2,281,500,000 | 105 |
| Managed Assets ($) | $834,502,000 | 138 |
| Non-managed Assets ($) | $1,446,998,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,549,000 | 140 |
| 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 | $1,691,000 | 129 |
| Number of Managed Accounts | $1,259,000 | 124 |
| Number of Non-Managed Accounts | $432,000 | 126 |
| Total fiduciary and related assets | $2,283,114,000 | 108 |
| Managed Assets ($) | $872,430,000 | 140 |
| Non-managed Assets ($) | $1,410,684,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,995,000 | 144 |
| 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 | $1,785,000 | 127 |
| Number of Managed Accounts | $1,298,000 | 126 |
| Number of Non-Managed Accounts | $487,000 | 113 |
| Total fiduciary and related assets | $2,390,276,000 | 110 |
| Managed Assets ($) | $893,466,000 | 141 |
| Non-managed Assets ($) | $1,496,810,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,596,000 | 136 |
| 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 | $1,837,000 | 129 |
| Number of Managed Accounts | $1,356,000 | 120 |
| Number of Non-Managed Accounts | $481,000 | 136 |
| Total fiduciary and related assets | $2,472,843,000 | 110 |
| Managed Assets ($) | $911,507,000 | 141 |
| Non-managed Assets ($) | $1,561,336,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,968,000 | 141 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,750,000 | 121 |
| Number of Managed Accounts | $1,280,000 | 126 |
| Number of Non-Managed Accounts | $470,000 | 113 |
| Total fiduciary and related assets | $2,394,762,000 | 111 |
| Managed Assets ($) | $913,245,000 | 142 |
| Non-managed Assets ($) | $1,481,517,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,471,000 | 141 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,745,000 | 122 |
| Number of Managed Accounts | $1,276,000 | 127 |
| Number of Non-Managed Accounts | $469,000 | 114 |
| Total fiduciary and related assets | $2,458,551,000 | 115 |
| Managed Assets ($) | $903,892,000 | 144 |
| Non-managed Assets ($) | $1,554,659,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,002,000 | 143 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,758,000 | 121 |
| Number of Managed Accounts | $1,274,000 | 126 |
| Number of Non-Managed Accounts | $484,000 | 109 |
| Total fiduciary and related assets | $2,152,010,000 | 118 |
| Managed Assets ($) | $892,167,000 | 143 |
| Non-managed Assets ($) | $1,259,843,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,584,000 | 137 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,733,000 | 130 |
| Number of Managed Accounts | $1,247,000 | 130 |
| Number of Non-Managed Accounts | $486,000 | 127 |
| Total fiduciary and related assets | $2,252,577,000 | 116 |
| Managed Assets ($) | $916,128,000 | 141 |
| Non-managed Assets ($) | $1,336,449,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,418,000 | 148 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,722,000 | 129 |
| Number of Managed Accounts | $1,252,000 | 130 |
| Number of Non-Managed Accounts | $470,000 | 112 |
| Total fiduciary and related assets | $2,188,399,000 | 119 |
| Managed Assets ($) | $892,162,000 | 145 |
| Non-managed Assets ($) | $1,296,237,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,987,000 | 156 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,714,000 | 137 |
| Number of Managed Accounts | $1,250,000 | 133 |
| Number of Non-Managed Accounts | $464,000 | 116 |
| Total fiduciary and related assets | $2,170,356,000 | 121 |
| Managed Assets ($) | $884,461,000 | 146 |
| Non-managed Assets ($) | $1,285,895,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,584,000 | 163 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,692,000 | 137 |
| Number of Managed Accounts | $1,242,000 | 135 |
| Number of Non-Managed Accounts | $450,000 | 117 |
| Total fiduciary and related assets | $2,086,474,000 | 125 |
| Managed Assets ($) | $880,226,000 | 147 |
| Non-managed Assets ($) | $1,206,248,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,335,000 | 158 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,689,000 | 143 |
| Number of Managed Accounts | $1,236,000 | 136 |
| Number of Non-Managed Accounts | $453,000 | 142 |
| Total fiduciary and related assets | $2,131,935,000 | 120 |
| Managed Assets ($) | $863,482,000 | 148 |
| Non-managed Assets ($) | $1,268,453,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,497,000 | 150 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,655,000 | 133 |
| Number of Managed Accounts | $1,210,000 | 136 |
| Number of Non-Managed Accounts | $445,000 | 120 |
| Total fiduciary and related assets | $2,036,487,000 | 124 |
| Managed Assets ($) | $856,651,000 | 146 |
| Non-managed Assets ($) | $1,179,836,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,129,000 | 150 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,686,000 | 129 |
| Number of Managed Accounts | $1,207,000 | 135 |
| Number of Non-Managed Accounts | $479,000 | 117 |
| Total fiduciary and related assets | $2,165,140,000 | 117 |
| Managed Assets ($) | $849,439,000 | 142 |
| Non-managed Assets ($) | $1,315,701,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,696,000 | 150 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,678,000 | 135 |
| Number of Managed Accounts | $1,209,000 | 132 |
| Number of Non-Managed Accounts | $469,000 | 122 |
| Total fiduciary and related assets | $2,096,443,000 | 122 |
| Managed Assets ($) | $844,801,000 | 140 |
| Non-managed Assets ($) | $1,251,642,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 153 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,706,000 | 145 |
| Number of Managed Accounts | $1,225,000 | 134 |
| Number of Non-Managed Accounts | $481,000 | 147 |
| Total fiduciary and related assets | $2,085,263,000 | 124 |
| Managed Assets ($) | $853,023,000 | 139 |
| Non-managed Assets ($) | $1,232,240,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,319,000 | 147 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,752,000 | 129 |
| Number of Managed Accounts | $1,251,000 | 129 |
| Number of Non-Managed Accounts | $501,000 | 117 |
| Total fiduciary and related assets | $1,962,839,000 | 126 |
| Managed Assets ($) | $827,452,000 | 138 |
| Non-managed Assets ($) | $1,135,387,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,982,000 | 145 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,756,000 | 128 |
| Number of Managed Accounts | $1,243,000 | 129 |
| Number of Non-Managed Accounts | $513,000 | 119 |
| Total fiduciary and related assets | $2,011,808,000 | 126 |
| Managed Assets ($) | $821,990,000 | 136 |
| Non-managed Assets ($) | $1,189,818,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,596,000 | 153 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,782,000 | 126 |
| Number of Managed Accounts | $1,258,000 | 128 |
| Number of Non-Managed Accounts | $524,000 | 120 |
| Total fiduciary and related assets | $2,079,734,000 | 125 |
| Managed Assets ($) | $836,922,000 | 136 |
| Non-managed Assets ($) | $1,242,812,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,384,000 | 144 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,792,000 | 141 |
| Number of Managed Accounts | $1,243,000 | 139 |
| Number of Non-Managed Accounts | $549,000 | 145 |
| Total fiduciary and related assets | $2,144,906,000 | 126 |
| Managed Assets ($) | $746,552,000 | 153 |
| Non-managed Assets ($) | $1,398,354,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,426,000 | 145 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 136 |
| Number of Managed Accounts | $1,237,000 | 143 |
| Number of Non-Managed Accounts | $577,000 | 121 |
| Total fiduciary and related assets | $2,097,815,000 | 129 |
| Managed Assets ($) | $720,844,000 | 156 |
| Non-managed Assets ($) | $1,376,971,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,082,000 | 150 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,799,000 | 137 |
| Number of Managed Accounts | $1,215,000 | 142 |
| Number of Non-Managed Accounts | $584,000 | 123 |
| Total fiduciary and related assets | $2,146,147,000 | 130 |
| Managed Assets ($) | $715,092,000 | 158 |
| Non-managed Assets ($) | $1,431,055,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,747,000 | 155 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,841,000 | 144 |
| Number of Managed Accounts | $1,300,000 | 139 |
| Number of Non-Managed Accounts | $541,000 | 126 |
| Total fiduciary and related assets | $2,254,101,000 | 125 |
| Managed Assets ($) | $695,884,000 | 160 |
| Non-managed Assets ($) | $1,558,217,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,544,000 | 148 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,824,000 | 151 |
| Number of Managed Accounts | $1,334,000 | 140 |
| Number of Non-Managed Accounts | $490,000 | 159 |
| Total fiduciary and related assets | $2,326,511,000 | 123 |
| Managed Assets ($) | $704,383,000 | 159 |
| Non-managed Assets ($) | $1,622,128,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,899,000 | 168 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,245,000 | 190 |
| Number of Managed Accounts | $872,000 | 182 |
| Number of Non-Managed Accounts | $373,000 | 184 |
| Total fiduciary and related assets | $2,087,725,000 | 121 |
| Managed Assets ($) | $622,987,000 | 162 |
| Non-managed Assets ($) | $1,464,738,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,629,000 | 177 |
| 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 | $4,470,000 | 179 |
| 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 | $3,900,000 | 228 |
| 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 | $3,344,000 | 245 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,509,000 | 294 |
| 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 | $2,159,000 | 346 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,787,000 | 400 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,754,000 | 393 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,796,000 | 401 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,740,000 | 418 |