Home > The First National Bank in Sioux Falls > Fiduciary and Related Services
The First National Bank in Sioux Falls, Fiduciary and Related Services
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $2,221,000 | 130 |
Number of Managed Accounts | $1,793,000 | 117 |
Number of Non-Managed Accounts | $428,000 | 99 |
Total fiduciary and related assets | $7,678,507,000 | 89 |
Managed Assets ($) | $1,983,718,000 | 137 |
Non-managed Assets ($) | $5,694,789,000 | 55 |
Memoranda | ||
Gross Fiduciary activities income | $10,538,000 | 166 |
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 | $2,199,000 | 124 |
Number of Managed Accounts | $1,776,000 | 116 |
Number of Non-Managed Accounts | $423,000 | 91 |
Total fiduciary and related assets | $7,458,892,000 | 89 |
Managed Assets ($) | $1,924,384,000 | 138 |
Non-managed Assets ($) | $5,534,508,000 | 55 |
Memoranda | ||
Gross Fiduciary activities income | $7,666,000 | 171 |
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 | $2,182,000 | 125 |
Number of Managed Accounts | $1,768,000 | 118 |
Number of Non-Managed Accounts | $414,000 | 96 |
Total fiduciary and related assets | $7,540,469,000 | 86 |
Managed Assets ($) | $1,901,198,000 | 135 |
Non-managed Assets ($) | $5,639,271,000 | 53 |
Memoranda | ||
Gross Fiduciary activities income | $5,079,000 | 168 |
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 | $2,160,000 | 133 |
Number of Managed Accounts | $1,763,000 | 124 |
Number of Non-Managed Accounts | $397,000 | 98 |
Total fiduciary and related assets | $7,567,028,000 | 91 |
Managed Assets ($) | $1,939,303,000 | 140 |
Non-managed Assets ($) | $5,627,725,000 | 59 |
Memoranda | ||
Gross Fiduciary activities income | $2,345,000 | 178 |
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 | $2,087,000 | 137 |
Number of Managed Accounts | $1,723,000 | 130 |
Number of Non-Managed Accounts | $364,000 | 115 |
Total fiduciary and related assets | $6,968,554,000 | 93 |
Managed Assets ($) | $1,659,929,000 | 153 |
Non-managed Assets ($) | $5,308,625,000 | 61 |
Memoranda | ||
Gross Fiduciary activities income | $9,658,000 | 182 |
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 | $2,012,000 | 142 |
Number of Managed Accounts | $1,681,000 | 133 |
Number of Non-Managed Accounts | $331,000 | 111 |
Total fiduciary and related assets | $8,194,321,000 | 84 |
Managed Assets ($) | $1,584,352,000 | 150 |
Non-managed Assets ($) | $6,609,969,000 | 53 |
Memoranda | ||
Gross Fiduciary activities income | $7,284,000 | 183 |
2022-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,966,000 | 130 |
Number of Managed Accounts | $1,645,000 | 125 |
Number of Non-Managed Accounts | $321,000 | 102 |
Total fiduciary and related assets | $5,887,480,000 | 80 |
Managed Assets ($) | $1,639,141,000 | 126 |
Non-managed Assets ($) | $4,248,339,000 | 55 |
Memoranda | ||
Gross Fiduciary activities income | $4,719,000 | 157 |
2022-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,962,000 | 132 |
Number of Managed Accounts | $1,621,000 | 126 |
Number of Non-Managed Accounts | $341,000 | 98 |
Total fiduciary and related assets | $8,655,967,000 | 66 |
Managed Assets ($) | $1,769,345,000 | 130 |
Non-managed Assets ($) | $6,886,622,000 | 45 |
Memoranda | ||
Gross Fiduciary activities income | $2,151,000 | 172 |
2021-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,914,000 | 137 |
Number of Managed Accounts | $1,572,000 | 130 |
Number of Non-Managed Accounts | $342,000 | 108 |
Total fiduciary and related assets | $8,496,584,000 | 69 |
Managed Assets ($) | $1,806,105,000 | 134 |
Non-managed Assets ($) | $6,690,479,000 | 43 |
Memoranda | ||
Gross Fiduciary activities income | $9,879,000 | 158 |
2021-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,900,000 | 135 |
Number of Managed Accounts | $1,545,000 | 131 |
Number of Non-Managed Accounts | $355,000 | 97 |
Total fiduciary and related assets | $8,156,931,000 | 68 |
Managed Assets ($) | $1,717,883,000 | 137 |
Non-managed Assets ($) | $6,439,048,000 | 44 |
Memoranda | ||
Gross Fiduciary activities income | $6,798,000 | 162 |
2021-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,847,000 | 141 |
Number of Managed Accounts | $1,489,000 | 139 |
Number of Non-Managed Accounts | $358,000 | 97 |
Total fiduciary and related assets | $8,080,630,000 | 68 |
Managed Assets ($) | $1,694,309,000 | 138 |
Non-managed Assets ($) | $6,386,321,000 | 45 |
Memoranda | ||
Gross Fiduciary activities income | $4,433,000 | 162 |
2021-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,780,000 | 145 |
Number of Managed Accounts | $1,346,000 | 143 |
Number of Non-Managed Accounts | $434,000 | 86 |
Total fiduciary and related assets | $5,204,012,000 | 89 |
Managed Assets ($) | $1,347,701,000 | 154 |
Non-managed Assets ($) | $3,856,311,000 | 58 |
Memoranda | ||
Gross Fiduciary activities income | $2,133,000 | 168 |
2020-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 143 |
Number of Managed Accounts | $1,389,000 | 143 |
Number of Non-Managed Accounts | $425,000 | 97 |
Total fiduciary and related assets | $7,193,377,000 | 72 |
Managed Assets ($) | $1,595,052,000 | 137 |
Non-managed Assets ($) | $5,598,325,000 | 47 |
Memoranda | ||
Gross Fiduciary activities income | $8,278,000 | 164 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,815,000 | 139 |
Number of Managed Accounts | $1,395,000 | 139 |
Number of Non-Managed Accounts | $420,000 | 86 |
Total fiduciary and related assets | $6,381,047,000 | 71 |
Managed Assets ($) | $1,498,024,000 | 133 |
Non-managed Assets ($) | $4,883,023,000 | 49 |
Memoranda | ||
Gross Fiduciary activities income | $6,165,000 | 164 |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,797,000 | 143 |
Number of Managed Accounts | $1,367,000 | 144 |
Number of Non-Managed Accounts | $430,000 | 90 |
Total fiduciary and related assets | $5,299,793,000 | 80 |
Managed Assets ($) | $1,444,888,000 | 133 |
Non-managed Assets ($) | $3,854,905,000 | 54 |
Memoranda | ||
Gross Fiduciary activities income | $4,095,000 | 162 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,780,000 | 144 |
Number of Managed Accounts | $1,346,000 | 143 |
Number of Non-Managed Accounts | $434,000 | 88 |
Total fiduciary and related assets | $5,204,012,000 | 73 |
Managed Assets ($) | $1,347,701,000 | 130 |
Non-managed Assets ($) | $3,856,311,000 | 50 |
Memoranda | ||
Gross Fiduciary activities income | $1,998,000 | 164 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,791,000 | 147 |
Number of Managed Accounts | $1,310,000 | 152 |
Number of Non-Managed Accounts | $481,000 | 92 |
Total fiduciary and related assets | $5,241,199,000 | 85 |
Managed Assets ($) | $1,440,881,000 | 137 |
Non-managed Assets ($) | $3,800,318,000 | 51 |
Memoranda | ||
Gross Fiduciary activities income | $8,561,000 | 159 |
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 | $2,385,000 | 111 |
Number of Managed Accounts | $1,266,000 | 150 |
Number of Non-Managed Accounts | $1,119,000 | 56 |
Total fiduciary and related assets | $5,193,879,000 | 83 |
Managed Assets ($) | $1,431,484,000 | 133 |
Non-managed Assets ($) | $3,762,395,000 | 52 |
Memoranda | ||
Gross Fiduciary activities income | $5,940,000 | 163 |
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 | $2,149,000 | 122 |
Number of Managed Accounts | $1,235,000 | 154 |
Number of Non-Managed Accounts | $914,000 | 67 |
Total fiduciary and related assets | $5,585,989,000 | 75 |
Managed Assets ($) | $1,332,768,000 | 141 |
Non-managed Assets ($) | $4,253,221,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | $3,945,000 | 164 |
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 | $2,164,000 | 119 |
Number of Managed Accounts | $1,235,000 | 156 |
Number of Non-Managed Accounts | $929,000 | 65 |
Total fiduciary and related assets | $5,570,608,000 | 74 |
Managed Assets ($) | $1,322,228,000 | 141 |
Non-managed Assets ($) | $4,248,380,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | $1,980,000 | 160 |
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 | $2,129,000 | 121 |
Number of Managed Accounts | $1,212,000 | 157 |
Number of Non-Managed Accounts | $917,000 | 72 |
Total fiduciary and related assets | $5,260,695,000 | 74 |
Managed Assets ($) | $1,252,989,000 | 137 |
Non-managed Assets ($) | $4,007,706,000 | 48 |
Memoranda | ||
Gross Fiduciary activities income | $8,453,000 | 156 |
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 | $2,038,000 | 125 |
Number of Managed Accounts | $1,140,000 | 161 |
Number of Non-Managed Accounts | $898,000 | 67 |
Total fiduciary and related assets | $5,276,980,000 | 74 |
Managed Assets ($) | $1,301,793,000 | 140 |
Non-managed Assets ($) | $3,975,187,000 | 50 |
Memoranda | ||
Gross Fiduciary activities income | $6,079,000 | 157 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,982,000 | 129 |
Number of Managed Accounts | $1,080,000 | 166 |
Number of Non-Managed Accounts | $902,000 | 66 |
Total fiduciary and related assets | $5,256,038,000 | 75 |
Managed Assets ($) | $1,228,716,000 | 141 |
Non-managed Assets ($) | $4,027,322,000 | 50 |
Memoranda | ||
Gross Fiduciary activities income | $4,032,000 | 161 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,926,000 | 133 |
Number of Managed Accounts | $996,000 | 180 |
Number of Non-Managed Accounts | $930,000 | 66 |
Total fiduciary and related assets | $5,330,771,000 | 75 |
Managed Assets ($) | $1,220,805,000 | 140 |
Non-managed Assets ($) | $4,109,966,000 | 50 |
Memoranda | ||
Gross Fiduciary activities income | $2,007,000 | 162 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,926,000 | 131 |
Number of Managed Accounts | $969,000 | 185 |
Number of Non-Managed Accounts | $957,000 | 70 |
Total fiduciary and related assets | $4,641,777,000 | 84 |
Managed Assets ($) | $1,227,467,000 | 140 |
Non-managed Assets ($) | $3,414,310,000 | 56 |
Memoranda | ||
Gross Fiduciary activities income | $7,873,000 | 159 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,868,000 | 134 |
Number of Managed Accounts | $924,000 | 193 |
Number of Non-Managed Accounts | $944,000 | 65 |
Total fiduciary and related assets | $4,373,519,000 | 88 |
Managed Assets ($) | $1,204,657,000 | 140 |
Non-managed Assets ($) | $3,168,862,000 | 57 |
Memoranda | ||
Gross Fiduciary activities income | $5,529,000 | 162 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 128 |
Number of Managed Accounts | $916,000 | 190 |
Number of Non-Managed Accounts | $1,020,000 | 63 |
Total fiduciary and related assets | $3,957,202,000 | 91 |
Managed Assets ($) | $1,159,181,000 | 136 |
Non-managed Assets ($) | $2,798,021,000 | 61 |
Memoranda | ||
Gross Fiduciary activities income | $3,649,000 | 161 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,957,000 | 120 |
Number of Managed Accounts | $938,000 | 184 |
Number of Non-Managed Accounts | $1,019,000 | 63 |
Total fiduciary and related assets | $4,191,669,000 | 86 |
Managed Assets ($) | $1,109,689,000 | 138 |
Non-managed Assets ($) | $3,081,980,000 | 59 |
Memoranda | ||
Gross Fiduciary activities income | $1,825,000 | 162 |
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 | $2,001,000 | 117 |
Number of Managed Accounts | $946,000 | 178 |
Number of Non-Managed Accounts | $1,055,000 | 64 |
Total fiduciary and related assets | $4,116,604,000 | 86 |
Managed Assets ($) | $1,126,422,000 | 130 |
Non-managed Assets ($) | $2,990,182,000 | 57 |
Memoranda | ||
Gross Fiduciary activities income | $6,896,000 | 159 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,972,000 | 119 |
Number of Managed Accounts | $904,000 | 185 |
Number of Non-Managed Accounts | $1,068,000 | 61 |
Total fiduciary and related assets | $3,894,616,000 | 88 |
Managed Assets ($) | $1,061,276,000 | 136 |
Non-managed Assets ($) | $2,833,340,000 | 58 |
Memoranda | ||
Gross Fiduciary activities income | $5,112,000 | 160 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,981,000 | 120 |
Number of Managed Accounts | $909,000 | 183 |
Number of Non-Managed Accounts | $1,072,000 | 61 |
Total fiduciary and related assets | $3,885,817,000 | 89 |
Managed Assets ($) | $1,061,866,000 | 133 |
Non-managed Assets ($) | $2,823,951,000 | 58 |
Memoranda | ||
Gross Fiduciary activities income | $3,422,000 | 161 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,982,000 | 119 |
Number of Managed Accounts | $906,000 | 182 |
Number of Non-Managed Accounts | $1,076,000 | 62 |
Total fiduciary and related assets | $3,669,954,000 | 91 |
Managed Assets ($) | $1,021,633,000 | 137 |
Non-managed Assets ($) | $2,648,321,000 | 58 |
Memoranda | ||
Gross Fiduciary activities income | $1,687,000 | 162 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,979,000 | 121 |
Number of Managed Accounts | $903,000 | 186 |
Number of Non-Managed Accounts | $1,076,000 | 65 |
Total fiduciary and related assets | $3,694,952,000 | 88 |
Managed Assets ($) | $1,026,238,000 | 136 |
Non-managed Assets ($) | $2,668,714,000 | 58 |
Memoranda | ||
Gross Fiduciary activities income | $6,996,000 | 160 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,969,000 | 118 |
Number of Managed Accounts | $897,000 | 185 |
Number of Non-Managed Accounts | $1,072,000 | 61 |
Total fiduciary and related assets | $3,344,782,000 | 91 |
Managed Assets ($) | $1,005,986,000 | 134 |
Non-managed Assets ($) | $2,338,796,000 | 64 |
Memoranda | ||
Gross Fiduciary activities income | $4,899,000 | 170 |
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 | $2,009,000 | 118 |
Number of Managed Accounts | $888,000 | 190 |
Number of Non-Managed Accounts | $1,121,000 | 60 |
Total fiduciary and related assets | $3,502,343,000 | 92 |
Managed Assets ($) | $1,036,579,000 | 138 |
Non-managed Assets ($) | $2,465,764,000 | 64 |
Memoranda | ||
Gross Fiduciary activities income | $3,288,000 | 170 |
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 | $2,030,000 | 115 |
Number of Managed Accounts | $911,000 | 178 |
Number of Non-Managed Accounts | $1,119,000 | 61 |
Total fiduciary and related assets | $3,419,464,000 | 92 |
Managed Assets ($) | $1,051,406,000 | 139 |
Non-managed Assets ($) | $2,368,058,000 | 67 |
Memoranda | ||
Gross Fiduciary activities income | $1,628,000 | 170 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,998,000 | 118 |
Number of Managed Accounts | $908,000 | 179 |
Number of Non-Managed Accounts | $1,090,000 | 66 |
Total fiduciary and related assets | $3,170,961,000 | 94 |
Managed Assets ($) | $1,034,599,000 | 138 |
Non-managed Assets ($) | $2,136,362,000 | 66 |
Memoranda | ||
Gross Fiduciary activities income | $6,231,000 | 166 |
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 | $1,712,000 | 130 |
Number of Managed Accounts | $888,000 | 185 |
Number of Non-Managed Accounts | $824,000 | 72 |
Total fiduciary and related assets | $2,970,547,000 | 99 |
Managed Assets ($) | $968,140,000 | 143 |
Non-managed Assets ($) | $2,002,407,000 | 69 |
Memoranda | ||
Gross Fiduciary activities income | $4,403,000 | 177 |
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 | $1,700,000 | 129 |
Number of Managed Accounts | $881,000 | 183 |
Number of Non-Managed Accounts | $819,000 | 73 |
Total fiduciary and related assets | $2,776,486,000 | 99 |
Managed Assets ($) | $984,005,000 | 138 |
Non-managed Assets ($) | $1,792,481,000 | 72 |
Memoranda | ||
Gross Fiduciary activities income | $2,974,000 | 170 |
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 | $1,699,000 | 131 |
Number of Managed Accounts | $878,000 | 183 |
Number of Non-Managed Accounts | $821,000 | 75 |
Total fiduciary and related assets | $2,716,167,000 | 101 |
Managed Assets ($) | $971,176,000 | 135 |
Non-managed Assets ($) | $1,744,991,000 | 72 |
Memoranda | ||
Gross Fiduciary activities income | $1,495,000 | 172 |
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 | $1,713,000 | 134 |
Number of Managed Accounts | $873,000 | 184 |
Number of Non-Managed Accounts | $840,000 | 80 |
Total fiduciary and related assets | $2,819,446,000 | 98 |
Managed Assets ($) | $962,009,000 | 135 |
Non-managed Assets ($) | $1,857,437,000 | 69 |
Memoranda | ||
Gross Fiduciary activities income | $5,605,000 | 166 |
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 | $1,690,000 | 130 |
Number of Managed Accounts | $853,000 | 178 |
Number of Non-Managed Accounts | $837,000 | 74 |
Total fiduciary and related assets | $2,768,961,000 | 98 |
Managed Assets ($) | $925,829,000 | 131 |
Non-managed Assets ($) | $1,843,132,000 | 70 |
Memoranda | ||
Gross Fiduciary activities income | $4,090,000 | 165 |
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 | $1,707,000 | 130 |
Number of Managed Accounts | $852,000 | 177 |
Number of Non-Managed Accounts | $855,000 | 73 |
Total fiduciary and related assets | $2,801,038,000 | 98 |
Managed Assets ($) | $907,314,000 | 131 |
Non-managed Assets ($) | $1,893,724,000 | 69 |
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 | $1,702,000 | 135 |
Number of Managed Accounts | $846,000 | 179 |
Number of Non-Managed Accounts | $856,000 | 74 |
Total fiduciary and related assets | $2,893,630,000 | 90 |
Managed Assets ($) | $915,708,000 | 130 |
Non-managed Assets ($) | $1,977,922,000 | 69 |
Memoranda | ||
Gross Fiduciary activities income | $1,352,000 | 167 |
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 | $1,690,000 | 138 |
Number of Managed Accounts | $847,000 | 179 |
Number of Non-Managed Accounts | $843,000 | 82 |
Total fiduciary and related assets | $2,798,470,000 | 90 |
Managed Assets ($) | $863,169,000 | 135 |
Non-managed Assets ($) | $1,935,301,000 | 66 |
Memoranda | ||
Gross Fiduciary activities income | $5,305,000 | 164 |
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 | $1,652,000 | 132 |
Number of Managed Accounts | $818,000 | 181 |
Number of Non-Managed Accounts | $834,000 | 73 |
Total fiduciary and related assets | $2,699,403,000 | 91 |
Managed Assets ($) | $864,232,000 | 133 |
Non-managed Assets ($) | $1,835,171,000 | 67 |
Memoranda | ||
Gross Fiduciary activities income | $3,541,000 | 179 |
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 | $1,687,000 | 127 |
Number of Managed Accounts | $818,000 | 181 |
Number of Non-Managed Accounts | $869,000 | 70 |
Total fiduciary and related assets | $2,755,766,000 | 89 |
Managed Assets ($) | $837,873,000 | 131 |
Non-managed Assets ($) | $1,917,893,000 | 64 |
Memoranda | ||
Gross Fiduciary activities income | $2,361,000 | 177 |
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 | $1,711,000 | 129 |
Number of Managed Accounts | $811,000 | 181 |
Number of Non-Managed Accounts | $900,000 | 67 |
Total fiduciary and related assets | $2,454,279,000 | 98 |
Managed Assets ($) | $809,989,000 | 137 |
Non-managed Assets ($) | $1,644,290,000 | 69 |
Memoranda | ||
Gross Fiduciary activities income | $1,181,000 | 177 |
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 | $1,711,000 | 134 |
Number of Managed Accounts | $795,000 | 183 |
Number of Non-Managed Accounts | $916,000 | 73 |
Total fiduciary and related assets | $2,479,762,000 | 91 |
Managed Assets ($) | $789,001,000 | 135 |
Non-managed Assets ($) | $1,690,761,000 | 67 |
Memoranda | ||
Gross Fiduciary activities income | $5,245,000 | 139 |
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 | $1,708,000 | 128 |
Number of Managed Accounts | $782,000 | 181 |
Number of Non-Managed Accounts | $926,000 | 64 |
Total fiduciary and related assets | $2,178,090,000 | 100 |
Managed Assets ($) | $784,605,000 | 137 |
Non-managed Assets ($) | $1,393,485,000 | 74 |
Memoranda | ||
Gross Fiduciary activities income | $3,722,000 | 145 |
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 | $1,722,000 | 127 |
Number of Managed Accounts | $778,000 | 182 |
Number of Non-Managed Accounts | $944,000 | 64 |
Total fiduciary and related assets | $2,341,439,000 | 98 |
Managed Assets ($) | $798,045,000 | 139 |
Non-managed Assets ($) | $1,543,394,000 | 72 |
Memoranda | ||
Gross Fiduciary activities income | $2,482,000 | 146 |
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 | $1,727,000 | 122 |
Number of Managed Accounts | $787,000 | 180 |
Number of Non-Managed Accounts | $940,000 | 69 |
Total fiduciary and related assets | $2,240,681,000 | 98 |
Managed Assets ($) | $786,564,000 | 140 |
Non-managed Assets ($) | $1,454,117,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | $1,241,000 | 148 |
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 | $1,780,000 | 118 |
Number of Managed Accounts | $786,000 | 192 |
Number of Non-Managed Accounts | $994,000 | 76 |
Total fiduciary and related assets | $2,219,949,000 | 98 |
Managed Assets ($) | $775,874,000 | 141 |
Non-managed Assets ($) | $1,444,075,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | $5,057,000 | 144 |
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 | $1,758,000 | 112 |
Number of Managed Accounts | $792,000 | 178 |
Number of Non-Managed Accounts | $966,000 | 70 |
Total fiduciary and related assets | $2,079,050,000 | 104 |
Managed Assets ($) | $765,198,000 | 140 |
Non-managed Assets ($) | $1,313,852,000 | 75 |
Memoranda | ||
Gross Fiduciary activities income | $3,722,000 | 143 |
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 | $1,734,000 | 120 |
Number of Managed Accounts | $802,000 | 178 |
Number of Non-Managed Accounts | $932,000 | 71 |
Total fiduciary and related assets | $2,001,117,000 | 101 |
Managed Assets ($) | $749,186,000 | 135 |
Non-managed Assets ($) | $1,251,931,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | $2,481,000 | 144 |
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 | $1,752,000 | 119 |
Number of Managed Accounts | $811,000 | 176 |
Number of Non-Managed Accounts | $941,000 | 72 |
Total fiduciary and related assets | $2,091,259,000 | 104 |
Managed Assets ($) | $729,980,000 | 139 |
Non-managed Assets ($) | $1,361,279,000 | 73 |
Memoranda | ||
Gross Fiduciary activities income | $1,240,000 | 143 |
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 | $1,750,000 | 129 |
Number of Managed Accounts | $811,000 | 186 |
Number of Non-Managed Accounts | $939,000 | 83 |
Total fiduciary and related assets | $2,079,183,000 | 104 |
Managed Assets ($) | $730,722,000 | 141 |
Non-managed Assets ($) | $1,348,461,000 | 77 |
Memoranda | ||
Gross Fiduciary activities income | $4,794,000 | 147 |
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 | $1,736,000 | 122 |
Number of Managed Accounts | $810,000 | 181 |
Number of Non-Managed Accounts | $926,000 | 74 |
Total fiduciary and related assets | $1,988,612,000 | 106 |
Managed Assets ($) | $714,448,000 | 142 |
Non-managed Assets ($) | $1,274,164,000 | 77 |
Memoranda | ||
Gross Fiduciary activities income | $3,819,000 | 141 |
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 | $1,709,000 | 123 |
Number of Managed Accounts | $804,000 | 184 |
Number of Non-Managed Accounts | $905,000 | 75 |
Total fiduciary and related assets | $1,832,093,000 | 107 |
Managed Assets ($) | $686,400,000 | 143 |
Non-managed Assets ($) | $1,145,693,000 | 79 |
Memoranda | ||
Gross Fiduciary activities income | $2,664,000 | 140 |
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 | $1,676,000 | 120 |
Number of Managed Accounts | $837,000 | 176 |
Number of Non-Managed Accounts | $839,000 | 76 |
Total fiduciary and related assets | $1,524,550,000 | 116 |
Managed Assets ($) | $677,245,000 | 142 |
Non-managed Assets ($) | $847,305,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $1,331,000 | 135 |
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 | $1,678,000 | 135 |
Number of Managed Accounts | $825,000 | 188 |
Number of Non-Managed Accounts | $853,000 | 91 |
Total fiduciary and related assets | $1,648,889,000 | 114 |
Managed Assets ($) | $724,945,000 | 143 |
Non-managed Assets ($) | $923,944,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $5,429,000 | 147 |
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 | $1,682,000 | 125 |
Number of Managed Accounts | $825,000 | 178 |
Number of Non-Managed Accounts | $857,000 | 79 |
Total fiduciary and related assets | $1,834,373,000 | 113 |
Managed Assets ($) | $780,551,000 | 142 |
Non-managed Assets ($) | $1,053,822,000 | 90 |
Memoranda | ||
Gross Fiduciary activities income | $4,146,000 | 150 |
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 | $1,705,000 | 128 |
Number of Managed Accounts | $836,000 | 182 |
Number of Non-Managed Accounts | $869,000 | 81 |
Total fiduciary and related assets | $1,901,042,000 | 117 |
Managed Assets ($) | $816,814,000 | 146 |
Non-managed Assets ($) | $1,084,228,000 | 95 |
Memoranda | ||
Gross Fiduciary activities income | $2,765,000 | 150 |
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 | $1,708,000 | 129 |
Number of Managed Accounts | $834,000 | 186 |
Number of Non-Managed Accounts | $874,000 | 80 |
Total fiduciary and related assets | $1,893,720,000 | 121 |
Managed Assets ($) | $846,673,000 | 146 |
Non-managed Assets ($) | $1,047,047,000 | 98 |
Memoranda | ||
Gross Fiduciary activities income | $1,382,000 | 148 |
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 | $1,685,000 | 134 |
Number of Managed Accounts | $810,000 | 194 |
Number of Non-Managed Accounts | $875,000 | 89 |
Total fiduciary and related assets | $1,903,444,000 | 122 |
Managed Assets ($) | $829,117,000 | 149 |
Non-managed Assets ($) | $1,074,327,000 | 96 |
Memoranda | ||
Gross Fiduciary activities income | $5,843,000 | 145 |
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 | $1,661,000 | 126 |
Number of Managed Accounts | $787,000 | 190 |
Number of Non-Managed Accounts | $874,000 | 77 |
Total fiduciary and related assets | $1,912,435,000 | 123 |
Managed Assets ($) | $822,388,000 | 150 |
Non-managed Assets ($) | $1,090,047,000 | 95 |
Memoranda | ||
Gross Fiduciary activities income | $4,010,000 | 150 |
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 | $1,662,000 | 126 |
Number of Managed Accounts | $782,000 | 196 |
Number of Non-Managed Accounts | $880,000 | 74 |
Total fiduciary and related assets | $1,923,749,000 | 128 |
Managed Assets ($) | $835,789,000 | 153 |
Non-managed Assets ($) | $1,087,960,000 | 99 |
Memoranda | ||
Gross Fiduciary activities income | $2,722,000 | 156 |
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 | $1,663,000 | 126 |
Number of Managed Accounts | $789,000 | 189 |
Number of Non-Managed Accounts | $874,000 | 72 |
Total fiduciary and related assets | $1,768,084,000 | 132 |
Managed Assets ($) | $846,155,000 | 147 |
Non-managed Assets ($) | $921,929,000 | 106 |
Memoranda | ||
Gross Fiduciary activities income | $1,356,000 | 154 |
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 | $1,730,000 | 131 |
Number of Managed Accounts | $781,000 | 199 |
Number of Non-Managed Accounts | $949,000 | 83 |
Total fiduciary and related assets | $1,770,875,000 | 128 |
Managed Assets ($) | $820,830,000 | 149 |
Non-managed Assets ($) | $950,045,000 | 104 |
Memoranda | ||
Gross Fiduciary activities income | $5,603,000 | 143 |
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 | $1,748,000 | 127 |
Number of Managed Accounts | $778,000 | 196 |
Number of Non-Managed Accounts | $970,000 | 74 |
Total fiduciary and related assets | $1,748,487,000 | 133 |
Managed Assets ($) | $837,023,000 | 150 |
Non-managed Assets ($) | $911,464,000 | 107 |
Memoranda | ||
Gross Fiduciary activities income | $3,781,000 | 159 |
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 | $1,784,000 | 133 |
Number of Managed Accounts | $785,000 | 198 |
Number of Non-Managed Accounts | $999,000 | 73 |
Total fiduciary and related assets | $1,803,748,000 | 133 |
Managed Assets ($) | $826,062,000 | 154 |
Non-managed Assets ($) | $977,686,000 | 110 |
Memoranda | ||
Gross Fiduciary activities income | $2,504,000 | 167 |
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 | $1,774,000 | 131 |
Number of Managed Accounts | $789,000 | 197 |
Number of Non-Managed Accounts | $985,000 | 73 |
Total fiduciary and related assets | $1,778,011,000 | 134 |
Managed Assets ($) | $790,539,000 | 159 |
Non-managed Assets ($) | $987,472,000 | 111 |
Memoranda | ||
Gross Fiduciary activities income | $1,227,000 | 165 |
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 | $1,930,000 | 130 |
Number of Managed Accounts | $852,000 | 189 |
Number of Non-Managed Accounts | $1,078,000 | 79 |
Total fiduciary and related assets | $1,764,542,000 | 133 |
Managed Assets ($) | $710,939,000 | 167 |
Non-managed Assets ($) | $1,053,603,000 | 110 |
Memoranda | ||
Gross Fiduciary activities income | $4,895,000 | 161 |
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 | $1,835,000 | 124 |
Number of Managed Accounts | $828,000 | 184 |
Number of Non-Managed Accounts | $1,007,000 | 70 |
Total fiduciary and related assets | $1,652,212,000 | 136 |
Managed Assets ($) | $688,223,000 | 168 |
Non-managed Assets ($) | $963,989,000 | 111 |
Memoranda | ||
Gross Fiduciary activities income | $3,797,000 | 159 |
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 | $1,800,000 | 125 |
Number of Managed Accounts | $815,000 | 184 |
Number of Non-Managed Accounts | $985,000 | 73 |
Total fiduciary and related assets | $1,662,823,000 | 132 |
Managed Assets ($) | $668,615,000 | 170 |
Non-managed Assets ($) | $994,208,000 | 107 |
Memoranda | ||
Gross Fiduciary activities income | $2,585,000 | 158 |
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 | $1,771,000 | 127 |
Number of Managed Accounts | $806,000 | 186 |
Number of Non-Managed Accounts | $965,000 | 80 |
Total fiduciary and related assets | $1,636,158,000 | 138 |
Managed Assets ($) | $627,437,000 | 180 |
Non-managed Assets ($) | $1,008,721,000 | 111 |
Memoranda | ||
Gross Fiduciary activities income | $1,346,000 | 155 |
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 | $2,021,000 | 126 |
Number of Managed Accounts | $925,000 | 170 |
Number of Non-Managed Accounts | $1,096,000 | 83 |
Total fiduciary and related assets | $1,720,633,000 | 135 |
Managed Assets ($) | $598,883,000 | 179 |
Non-managed Assets ($) | $1,121,750,000 | 108 |
Memoranda | ||
Gross Fiduciary activities income | $4,891,000 | 155 |
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 | $1,981,000 | 118 |
Number of Managed Accounts | $902,000 | 172 |
Number of Non-Managed Accounts | $1,079,000 | 77 |
Total fiduciary and related assets | $1,651,203,000 | 137 |
Managed Assets ($) | $589,124,000 | 176 |
Non-managed Assets ($) | $1,062,079,000 | 111 |
Memoranda | ||
Gross Fiduciary activities income | $3,776,000 | 151 |
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 | $1,931,000 | 123 |
Number of Managed Accounts | $896,000 | 171 |
Number of Non-Managed Accounts | $1,035,000 | 83 |
Total fiduciary and related assets | $1,596,008,000 | 141 |
Managed Assets ($) | $596,910,000 | 176 |
Non-managed Assets ($) | $999,098,000 | 115 |
Memoranda | ||
Gross Fiduciary activities income | $2,547,000 | 156 |
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 | $2,012,000 | 118 |
Number of Managed Accounts | $885,000 | 173 |
Number of Non-Managed Accounts | $1,127,000 | 76 |
Total fiduciary and related assets | $1,985,136,000 | 128 |
Managed Assets ($) | $601,254,000 | 178 |
Non-managed Assets ($) | $1,383,882,000 | 100 |
Memoranda | ||
Gross Fiduciary activities income | $1,299,000 | 152 |
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 | $2,010,000 | 130 |
Number of Managed Accounts | $739,000 | 210 |
Number of Non-Managed Accounts | $1,271,000 | 79 |
Total fiduciary and related assets | $1,896,423,000 | 135 |
Managed Assets ($) | $755,746,000 | 151 |
Non-managed Assets ($) | $1,140,677,000 | 111 |
Memoranda | ||
Gross Fiduciary activities income | $5,503,000 | 144 |
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 | $1,966,000 | 129 |
Number of Managed Accounts | $901,000 | 175 |
Number of Non-Managed Accounts | $1,065,000 | 86 |
Total fiduciary and related assets | $1,877,882,000 | 139 |
Managed Assets ($) | $754,755,000 | 153 |
Non-managed Assets ($) | $1,123,127,000 | 115 |
Memoranda | ||
Gross Fiduciary activities income | $3,952,000 | 154 |
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 | $2,009,000 | 129 |
Number of Managed Accounts | $911,000 | 178 |
Number of Non-Managed Accounts | $1,098,000 | 87 |
Total fiduciary and related assets | $1,902,703,000 | 138 |
Managed Assets ($) | $734,192,000 | 155 |
Non-managed Assets ($) | $1,168,511,000 | 115 |
Memoranda | ||
Gross Fiduciary activities income | $2,635,000 | 161 |
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 | $2,052,000 | 133 |
Number of Managed Accounts | $919,000 | 182 |
Number of Non-Managed Accounts | $1,133,000 | 87 |
Total fiduciary and related assets | $1,788,303,000 | 140 |
Managed Assets ($) | $710,196,000 | 158 |
Non-managed Assets ($) | $1,078,107,000 | 115 |
Memoranda | ||
Gross Fiduciary activities income | $1,317,000 | 163 |
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 | $2,270,000 | 130 |
Number of Managed Accounts | $923,000 | 186 |
Number of Non-Managed Accounts | $1,347,000 | 82 |
Total fiduciary and related assets | $1,827,652,000 | 138 |
Managed Assets ($) | $548,402,000 | 186 |
Non-managed Assets ($) | $1,279,250,000 | 107 |
Memoranda | ||
Gross Fiduciary activities income | $5,238,000 | 161 |
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 | $2,398,000 | 110 |
Number of Managed Accounts | $1,030,000 | 157 |
Number of Non-Managed Accounts | $1,368,000 | 78 |
Total fiduciary and related assets | $1,798,599,000 | 132 |
Managed Assets ($) | $738,172,000 | 152 |
Non-managed Assets ($) | $1,060,427,000 | 108 |
Memoranda | ||
Gross Fiduciary activities income | $4,964,000 | 166 |
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 | $4,484,000 | 178 |
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 | $4,551,000 | 205 |
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 | $3,971,000 | 220 |
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 | $3,573,000 | 234 |
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 | $3,173,000 | 277 |
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 | $2,562,000 | 327 |
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 | $2,428,000 | 330 |
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 | $2,269,000 | 353 |
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 | $2,027,000 | 381 |