Home > The First National Bank in Sioux Falls > Fiduciary and Related Services

The First National Bank in Sioux Falls, Fiduciary and Related Services

2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,780,000144
Number of Managed Accounts$1,346,000143
Number of Non-Managed Accounts$434,00088
Total fiduciary and related assets$5,204,012,00073
Managed Assets ($)$1,347,701,000130
Non-managed Assets ($)$3,856,311,00050
Memoranda
Gross Fiduciary activities income$1,998,000164
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,791,000147
Number of Managed Accounts$1,310,000152
Number of Non-Managed Accounts$481,00092
Total fiduciary and related assets$5,241,199,00085
Managed Assets ($)$1,440,881,000137
Non-managed Assets ($)$3,800,318,00051
Memoranda
Gross Fiduciary activities income$8,561,000159
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,385,000111
Number of Managed Accounts$1,266,000150
Number of Non-Managed Accounts$1,119,00056
Total fiduciary and related assets$5,193,879,00083
Managed Assets ($)$1,431,484,000133
Non-managed Assets ($)$3,762,395,00052
Memoranda
Gross Fiduciary activities income$5,940,000163
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,149,000122
Number of Managed Accounts$1,235,000154
Number of Non-Managed Accounts$914,00067
Total fiduciary and related assets$5,585,989,00075
Managed Assets ($)$1,332,768,000141
Non-managed Assets ($)$4,253,221,00048
Memoranda
Gross Fiduciary activities income$3,945,000164
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,164,000119
Number of Managed Accounts$1,235,000156
Number of Non-Managed Accounts$929,00065
Total fiduciary and related assets$5,570,608,00074
Managed Assets ($)$1,322,228,000141
Non-managed Assets ($)$4,248,380,00048
Memoranda
Gross Fiduciary activities income$1,980,000160
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,129,000121
Number of Managed Accounts$1,212,000157
Number of Non-Managed Accounts$917,00072
Total fiduciary and related assets$5,260,695,00074
Managed Assets ($)$1,252,989,000137
Non-managed Assets ($)$4,007,706,00048
Memoranda
Gross Fiduciary activities income$8,453,000156
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,038,000125
Number of Managed Accounts$1,140,000161
Number of Non-Managed Accounts$898,00067
Total fiduciary and related assets$5,276,980,00074
Managed Assets ($)$1,301,793,000140
Non-managed Assets ($)$3,975,187,00050
Memoranda
Gross Fiduciary activities income$6,079,000157
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,982,000129
Number of Managed Accounts$1,080,000166
Number of Non-Managed Accounts$902,00066
Total fiduciary and related assets$5,256,038,00075
Managed Assets ($)$1,228,716,000141
Non-managed Assets ($)$4,027,322,00050
Memoranda
Gross Fiduciary activities income$4,032,000161
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,926,000133
Number of Managed Accounts$996,000180
Number of Non-Managed Accounts$930,00066
Total fiduciary and related assets$5,330,771,00075
Managed Assets ($)$1,220,805,000140
Non-managed Assets ($)$4,109,966,00050
Memoranda
Gross Fiduciary activities income$2,007,000162
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,926,000131
Number of Managed Accounts$969,000185
Number of Non-Managed Accounts$957,00070
Total fiduciary and related assets$4,641,777,00084
Managed Assets ($)$1,227,467,000140
Non-managed Assets ($)$3,414,310,00056
Memoranda
Gross Fiduciary activities income$7,873,000159
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,868,000134
Number of Managed Accounts$924,000193
Number of Non-Managed Accounts$944,00065
Total fiduciary and related assets$4,373,519,00088
Managed Assets ($)$1,204,657,000140
Non-managed Assets ($)$3,168,862,00057
Memoranda
Gross Fiduciary activities income$5,529,000162
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,936,000128
Number of Managed Accounts$916,000190
Number of Non-Managed Accounts$1,020,00063
Total fiduciary and related assets$3,957,202,00091
Managed Assets ($)$1,159,181,000136
Non-managed Assets ($)$2,798,021,00061
Memoranda
Gross Fiduciary activities income$3,649,000161
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,957,000120
Number of Managed Accounts$938,000184
Number of Non-Managed Accounts$1,019,00063
Total fiduciary and related assets$4,191,669,00086
Managed Assets ($)$1,109,689,000138
Non-managed Assets ($)$3,081,980,00059
Memoranda
Gross Fiduciary activities income$1,825,000162
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,001,000117
Number of Managed Accounts$946,000178
Number of Non-Managed Accounts$1,055,00064
Total fiduciary and related assets$4,116,604,00086
Managed Assets ($)$1,126,422,000130
Non-managed Assets ($)$2,990,182,00057
Memoranda
Gross Fiduciary activities income$6,896,000159
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,972,000119
Number of Managed Accounts$904,000185
Number of Non-Managed Accounts$1,068,00061
Total fiduciary and related assets$3,894,616,00088
Managed Assets ($)$1,061,276,000136
Non-managed Assets ($)$2,833,340,00058
Memoranda
Gross Fiduciary activities income$5,112,000160
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,981,000120
Number of Managed Accounts$909,000183
Number of Non-Managed Accounts$1,072,00061
Total fiduciary and related assets$3,885,817,00089
Managed Assets ($)$1,061,866,000133
Non-managed Assets ($)$2,823,951,00058
Memoranda
Gross Fiduciary activities income$3,422,000161
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,982,000119
Number of Managed Accounts$906,000182
Number of Non-Managed Accounts$1,076,00062
Total fiduciary and related assets$3,669,954,00091
Managed Assets ($)$1,021,633,000137
Non-managed Assets ($)$2,648,321,00058
Memoranda
Gross Fiduciary activities income$1,687,000162
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,979,000121
Number of Managed Accounts$903,000186
Number of Non-Managed Accounts$1,076,00065
Total fiduciary and related assets$3,694,952,00088
Managed Assets ($)$1,026,238,000136
Non-managed Assets ($)$2,668,714,00058
Memoranda
Gross Fiduciary activities income$6,996,000160
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,969,000118
Number of Managed Accounts$897,000185
Number of Non-Managed Accounts$1,072,00061
Total fiduciary and related assets$3,344,782,00091
Managed Assets ($)$1,005,986,000134
Non-managed Assets ($)$2,338,796,00064
Memoranda
Gross Fiduciary activities income$4,899,000170
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,009,000118
Number of Managed Accounts$888,000190
Number of Non-Managed Accounts$1,121,00060
Total fiduciary and related assets$3,502,343,00092
Managed Assets ($)$1,036,579,000138
Non-managed Assets ($)$2,465,764,00064
Memoranda
Gross Fiduciary activities income$3,288,000170
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,030,000115
Number of Managed Accounts$911,000178
Number of Non-Managed Accounts$1,119,00061
Total fiduciary and related assets$3,419,464,00092
Managed Assets ($)$1,051,406,000139
Non-managed Assets ($)$2,368,058,00067
Memoranda
Gross Fiduciary activities income$1,628,000170
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,998,000118
Number of Managed Accounts$908,000179
Number of Non-Managed Accounts$1,090,00066
Total fiduciary and related assets$3,170,961,00094
Managed Assets ($)$1,034,599,000138
Non-managed Assets ($)$2,136,362,00066
Memoranda
Gross Fiduciary activities income$6,231,000166
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,712,000130
Number of Managed Accounts$888,000185
Number of Non-Managed Accounts$824,00072
Total fiduciary and related assets$2,970,547,00099
Managed Assets ($)$968,140,000143
Non-managed Assets ($)$2,002,407,00069
Memoranda
Gross Fiduciary activities income$4,403,000177
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,700,000129
Number of Managed Accounts$881,000183
Number of Non-Managed Accounts$819,00073
Total fiduciary and related assets$2,776,486,00099
Managed Assets ($)$984,005,000138
Non-managed Assets ($)$1,792,481,00072
Memoranda
Gross Fiduciary activities income$2,974,000170
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,699,000131
Number of Managed Accounts$878,000183
Number of Non-Managed Accounts$821,00075
Total fiduciary and related assets$2,716,167,000101
Managed Assets ($)$971,176,000135
Non-managed Assets ($)$1,744,991,00072
Memoranda
Gross Fiduciary activities income$1,495,000172
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,713,000134
Number of Managed Accounts$873,000184
Number of Non-Managed Accounts$840,00080
Total fiduciary and related assets$2,819,446,00098
Managed Assets ($)$962,009,000135
Non-managed Assets ($)$1,857,437,00069
Memoranda
Gross Fiduciary activities income$5,605,000166
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,690,000130
Number of Managed Accounts$853,000178
Number of Non-Managed Accounts$837,00074
Total fiduciary and related assets$2,768,961,00098
Managed Assets ($)$925,829,000131
Non-managed Assets ($)$1,843,132,00070
Memoranda
Gross Fiduciary activities income$4,090,000165
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,707,000130
Number of Managed Accounts$852,000177
Number of Non-Managed Accounts$855,00073
Total fiduciary and related assets$2,801,038,00098
Managed Assets ($)$907,314,000131
Non-managed Assets ($)$1,893,724,00069
Memoranda
Gross Fiduciary activities income$2,695,000165
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,702,000135
Number of Managed Accounts$846,000179
Number of Non-Managed Accounts$856,00074
Total fiduciary and related assets$2,893,630,00090
Managed Assets ($)$915,708,000130
Non-managed Assets ($)$1,977,922,00069
Memoranda
Gross Fiduciary activities income$1,352,000167
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,690,000138
Number of Managed Accounts$847,000179
Number of Non-Managed Accounts$843,00082
Total fiduciary and related assets$2,798,470,00090
Managed Assets ($)$863,169,000135
Non-managed Assets ($)$1,935,301,00066
Memoranda
Gross Fiduciary activities income$5,305,000164
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,652,000132
Number of Managed Accounts$818,000181
Number of Non-Managed Accounts$834,00073
Total fiduciary and related assets$2,699,403,00091
Managed Assets ($)$864,232,000133
Non-managed Assets ($)$1,835,171,00067
Memoranda
Gross Fiduciary activities income$3,541,000179
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,687,000127
Number of Managed Accounts$818,000181
Number of Non-Managed Accounts$869,00070
Total fiduciary and related assets$2,755,766,00089
Managed Assets ($)$837,873,000131
Non-managed Assets ($)$1,917,893,00064
Memoranda
Gross Fiduciary activities income$2,361,000177
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,711,000129
Number of Managed Accounts$811,000181
Number of Non-Managed Accounts$900,00067
Total fiduciary and related assets$2,454,279,00098
Managed Assets ($)$809,989,000137
Non-managed Assets ($)$1,644,290,00069
Memoranda
Gross Fiduciary activities income$1,181,000177
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,711,000134
Number of Managed Accounts$795,000183
Number of Non-Managed Accounts$916,00073
Total fiduciary and related assets$2,479,762,00091
Managed Assets ($)$789,001,000135
Non-managed Assets ($)$1,690,761,00067
Memoranda
Gross Fiduciary activities income$5,245,000139
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,708,000128
Number of Managed Accounts$782,000181
Number of Non-Managed Accounts$926,00064
Total fiduciary and related assets$2,178,090,000100
Managed Assets ($)$784,605,000137
Non-managed Assets ($)$1,393,485,00074
Memoranda
Gross Fiduciary activities income$3,722,000145
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,722,000127
Number of Managed Accounts$778,000182
Number of Non-Managed Accounts$944,00064
Total fiduciary and related assets$2,341,439,00098
Managed Assets ($)$798,045,000139
Non-managed Assets ($)$1,543,394,00072
Memoranda
Gross Fiduciary activities income$2,482,000146
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,727,000122
Number of Managed Accounts$787,000180
Number of Non-Managed Accounts$940,00069
Total fiduciary and related assets$2,240,681,00098
Managed Assets ($)$786,564,000140
Non-managed Assets ($)$1,454,117,00073
Memoranda
Gross Fiduciary activities income$1,241,000148
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,780,000118
Number of Managed Accounts$786,000192
Number of Non-Managed Accounts$994,00076
Total fiduciary and related assets$2,219,949,00098
Managed Assets ($)$775,874,000141
Non-managed Assets ($)$1,444,075,00073
Memoranda
Gross Fiduciary activities income$5,057,000144
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,758,000112
Number of Managed Accounts$792,000178
Number of Non-Managed Accounts$966,00070
Total fiduciary and related assets$2,079,050,000104
Managed Assets ($)$765,198,000140
Non-managed Assets ($)$1,313,852,00075
Memoranda
Gross Fiduciary activities income$3,722,000143
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,734,000120
Number of Managed Accounts$802,000178
Number of Non-Managed Accounts$932,00071
Total fiduciary and related assets$2,001,117,000101
Managed Assets ($)$749,186,000135
Non-managed Assets ($)$1,251,931,00073
Memoranda
Gross Fiduciary activities income$2,481,000144
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,752,000119
Number of Managed Accounts$811,000176
Number of Non-Managed Accounts$941,00072
Total fiduciary and related assets$2,091,259,000104
Managed Assets ($)$729,980,000139
Non-managed Assets ($)$1,361,279,00073
Memoranda
Gross Fiduciary activities income$1,240,000143
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,750,000129
Number of Managed Accounts$811,000186
Number of Non-Managed Accounts$939,00083
Total fiduciary and related assets$2,079,183,000104
Managed Assets ($)$730,722,000141
Non-managed Assets ($)$1,348,461,00077
Memoranda
Gross Fiduciary activities income$4,794,000147
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,736,000122
Number of Managed Accounts$810,000181
Number of Non-Managed Accounts$926,00074
Total fiduciary and related assets$1,988,612,000106
Managed Assets ($)$714,448,000142
Non-managed Assets ($)$1,274,164,00077
Memoranda
Gross Fiduciary activities income$3,819,000141
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,709,000123
Number of Managed Accounts$804,000184
Number of Non-Managed Accounts$905,00075
Total fiduciary and related assets$1,832,093,000107
Managed Assets ($)$686,400,000143
Non-managed Assets ($)$1,145,693,00079
Memoranda
Gross Fiduciary activities income$2,664,000140
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,676,000120
Number of Managed Accounts$837,000176
Number of Non-Managed Accounts$839,00076
Total fiduciary and related assets$1,524,550,000116
Managed Assets ($)$677,245,000142
Non-managed Assets ($)$847,305,00090
Memoranda
Gross Fiduciary activities income$1,331,000135
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,678,000135
Number of Managed Accounts$825,000188
Number of Non-Managed Accounts$853,00091
Total fiduciary and related assets$1,648,889,000114
Managed Assets ($)$724,945,000143
Non-managed Assets ($)$923,944,00090
Memoranda
Gross Fiduciary activities income$5,429,000147
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,682,000125
Number of Managed Accounts$825,000178
Number of Non-Managed Accounts$857,00079
Total fiduciary and related assets$1,834,373,000113
Managed Assets ($)$780,551,000142
Non-managed Assets ($)$1,053,822,00090
Memoranda
Gross Fiduciary activities income$4,146,000150
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,705,000128
Number of Managed Accounts$836,000182
Number of Non-Managed Accounts$869,00081
Total fiduciary and related assets$1,901,042,000117
Managed Assets ($)$816,814,000146
Non-managed Assets ($)$1,084,228,00095
Memoranda
Gross Fiduciary activities income$2,765,000150
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,708,000129
Number of Managed Accounts$834,000186
Number of Non-Managed Accounts$874,00080
Total fiduciary and related assets$1,893,720,000121
Managed Assets ($)$846,673,000146
Non-managed Assets ($)$1,047,047,00098
Memoranda
Gross Fiduciary activities income$1,382,000148
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,685,000134
Number of Managed Accounts$810,000194
Number of Non-Managed Accounts$875,00089
Total fiduciary and related assets$1,903,444,000122
Managed Assets ($)$829,117,000149
Non-managed Assets ($)$1,074,327,00096
Memoranda
Gross Fiduciary activities income$5,843,000145
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,661,000126
Number of Managed Accounts$787,000190
Number of Non-Managed Accounts$874,00077
Total fiduciary and related assets$1,912,435,000123
Managed Assets ($)$822,388,000150
Non-managed Assets ($)$1,090,047,00095
Memoranda
Gross Fiduciary activities income$4,010,000150
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,662,000126
Number of Managed Accounts$782,000196
Number of Non-Managed Accounts$880,00074
Total fiduciary and related assets$1,923,749,000128
Managed Assets ($)$835,789,000153
Non-managed Assets ($)$1,087,960,00099
Memoranda
Gross Fiduciary activities income$2,722,000156
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,663,000126
Number of Managed Accounts$789,000189
Number of Non-Managed Accounts$874,00072
Total fiduciary and related assets$1,768,084,000132
Managed Assets ($)$846,155,000147
Non-managed Assets ($)$921,929,000106
Memoranda
Gross Fiduciary activities income$1,356,000154
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,730,000131
Number of Managed Accounts$781,000199
Number of Non-Managed Accounts$949,00083
Total fiduciary and related assets$1,770,875,000128
Managed Assets ($)$820,830,000149
Non-managed Assets ($)$950,045,000104
Memoranda
Gross Fiduciary activities income$5,603,000143
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,748,000127
Number of Managed Accounts$778,000196
Number of Non-Managed Accounts$970,00074
Total fiduciary and related assets$1,748,487,000133
Managed Assets ($)$837,023,000150
Non-managed Assets ($)$911,464,000107
Memoranda
Gross Fiduciary activities income$3,781,000159
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,784,000133
Number of Managed Accounts$785,000198
Number of Non-Managed Accounts$999,00073
Total fiduciary and related assets$1,803,748,000133
Managed Assets ($)$826,062,000154
Non-managed Assets ($)$977,686,000110
Memoranda
Gross Fiduciary activities income$2,504,000167
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,774,000131
Number of Managed Accounts$789,000197
Number of Non-Managed Accounts$985,00073
Total fiduciary and related assets$1,778,011,000134
Managed Assets ($)$790,539,000159
Non-managed Assets ($)$987,472,000111
Memoranda
Gross Fiduciary activities income$1,227,000165
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,930,000130
Number of Managed Accounts$852,000189
Number of Non-Managed Accounts$1,078,00079
Total fiduciary and related assets$1,764,542,000133
Managed Assets ($)$710,939,000167
Non-managed Assets ($)$1,053,603,000110
Memoranda
Gross Fiduciary activities income$4,895,000161
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,835,000124
Number of Managed Accounts$828,000184
Number of Non-Managed Accounts$1,007,00070
Total fiduciary and related assets$1,652,212,000136
Managed Assets ($)$688,223,000168
Non-managed Assets ($)$963,989,000111
Memoranda
Gross Fiduciary activities income$3,797,000159
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,800,000125
Number of Managed Accounts$815,000184
Number of Non-Managed Accounts$985,00073
Total fiduciary and related assets$1,662,823,000132
Managed Assets ($)$668,615,000170
Non-managed Assets ($)$994,208,000107
Memoranda
Gross Fiduciary activities income$2,585,000158
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,771,000127
Number of Managed Accounts$806,000186
Number of Non-Managed Accounts$965,00080
Total fiduciary and related assets$1,636,158,000138
Managed Assets ($)$627,437,000180
Non-managed Assets ($)$1,008,721,000111
Memoranda
Gross Fiduciary activities income$1,346,000155
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,021,000126
Number of Managed Accounts$925,000170
Number of Non-Managed Accounts$1,096,00083
Total fiduciary and related assets$1,720,633,000135
Managed Assets ($)$598,883,000179
Non-managed Assets ($)$1,121,750,000108
Memoranda
Gross Fiduciary activities income$4,891,000155
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,981,000118
Number of Managed Accounts$902,000172
Number of Non-Managed Accounts$1,079,00077
Total fiduciary and related assets$1,651,203,000137
Managed Assets ($)$589,124,000176
Non-managed Assets ($)$1,062,079,000111
Memoranda
Gross Fiduciary activities income$3,776,000151
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,931,000123
Number of Managed Accounts$896,000171
Number of Non-Managed Accounts$1,035,00083
Total fiduciary and related assets$1,596,008,000141
Managed Assets ($)$596,910,000176
Non-managed Assets ($)$999,098,000115
Memoranda
Gross Fiduciary activities income$2,547,000156
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,012,000118
Number of Managed Accounts$885,000173
Number of Non-Managed Accounts$1,127,00076
Total fiduciary and related assets$1,985,136,000128
Managed Assets ($)$601,254,000178
Non-managed Assets ($)$1,383,882,000100
Memoranda
Gross Fiduciary activities income$1,299,000152
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,010,000130
Number of Managed Accounts$739,000210
Number of Non-Managed Accounts$1,271,00079
Total fiduciary and related assets$1,896,423,000135
Managed Assets ($)$755,746,000151
Non-managed Assets ($)$1,140,677,000111
Memoranda
Gross Fiduciary activities income$5,503,000144
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,966,000129
Number of Managed Accounts$901,000175
Number of Non-Managed Accounts$1,065,00086
Total fiduciary and related assets$1,877,882,000139
Managed Assets ($)$754,755,000153
Non-managed Assets ($)$1,123,127,000115
Memoranda
Gross Fiduciary activities income$3,952,000154
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,009,000129
Number of Managed Accounts$911,000178
Number of Non-Managed Accounts$1,098,00087
Total fiduciary and related assets$1,902,703,000138
Managed Assets ($)$734,192,000155
Non-managed Assets ($)$1,168,511,000115
Memoranda
Gross Fiduciary activities income$2,635,000161
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,052,000133
Number of Managed Accounts$919,000182
Number of Non-Managed Accounts$1,133,00087
Total fiduciary and related assets$1,788,303,000140
Managed Assets ($)$710,196,000158
Non-managed Assets ($)$1,078,107,000115
Memoranda
Gross Fiduciary activities income$1,317,000163
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,270,000130
Number of Managed Accounts$923,000186
Number of Non-Managed Accounts$1,347,00082
Total fiduciary and related assets$1,827,652,000138
Managed Assets ($)$548,402,000186
Non-managed Assets ($)$1,279,250,000107
Memoranda
Gross Fiduciary activities income$5,238,000161
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,398,000110
Number of Managed Accounts$1,030,000157
Number of Non-Managed Accounts$1,368,00078
Total fiduciary and related assets$1,798,599,000132
Managed Assets ($)$738,172,000152
Non-managed Assets ($)$1,060,427,000108
Memoranda
Gross Fiduciary activities income$4,964,000166
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$4,484,000178
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$4,551,000205
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,971,000220
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,573,000234
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,173,000277
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,562,000327
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,428,000330
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,269,000353
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,027,000381