Home > The Security National Bank of Sioux City, Iowa > Fiduciary and Related Services
The Security National Bank of Sioux City, Iowa, 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 | $2,062,000 | 136 |
| Number of Managed Accounts | $1,731,000 | 122 |
| Number of Non-Managed Accounts | $331,000 | 118 |
| Total fiduciary and related assets | $2,124,229,000 | 176 |
| Managed Assets ($) | $1,107,655,000 | 197 |
| Non-managed Assets ($) | $1,016,574,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,615,000 | 165 |
| 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 | $2,065,000 | 131 |
| Number of Managed Accounts | $1,738,000 | 119 |
| Number of Non-Managed Accounts | $327,000 | 104 |
| Total fiduciary and related assets | $1,974,879,000 | 176 |
| Managed Assets ($) | $1,047,027,000 | 199 |
| Non-managed Assets ($) | $927,852,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,035,000 | 165 |
| 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 | $2,061,000 | 131 |
| Number of Managed Accounts | $1,732,000 | 123 |
| Number of Non-Managed Accounts | $329,000 | 111 |
| Total fiduciary and related assets | $2,040,684,000 | 172 |
| Managed Assets ($) | $1,083,978,000 | 191 |
| Non-managed Assets ($) | $956,706,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,479,000 | 157 |
| 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 | $2,101,000 | 138 |
| Number of Managed Accounts | $1,737,000 | 128 |
| Number of Non-Managed Accounts | $364,000 | 102 |
| Total fiduciary and related assets | $1,989,429,000 | 181 |
| Managed Assets ($) | $1,069,341,000 | 198 |
| Non-managed Assets ($) | $920,088,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,801,000 | 164 |
| 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 | $2,086,000 | 138 |
| Number of Managed Accounts | $1,720,000 | 131 |
| Number of Non-Managed Accounts | $366,000 | 113 |
| Total fiduciary and related assets | $1,913,451,000 | 182 |
| Managed Assets ($) | $1,034,069,000 | 201 |
| Non-managed Assets ($) | $879,382,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,464,000 | 172 |
| 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 | $2,149,000 | 133 |
| Number of Managed Accounts | $1,768,000 | 128 |
| Number of Non-Managed Accounts | $381,000 | 102 |
| Total fiduciary and related assets | $1,788,335,000 | 182 |
| Managed Assets ($) | $969,864,000 | 200 |
| Non-managed Assets ($) | $818,471,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,882,000 | 175 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,145,000 | 120 |
| Number of Managed Accounts | $1,768,000 | 117 |
| Number of Non-Managed Accounts | $377,000 | 93 |
| Total fiduciary and related assets | $1,904,288,000 | 147 |
| Managed Assets ($) | $1,041,334,000 | 166 |
| Non-managed Assets ($) | $862,954,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,414,000 | 142 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,126,000 | 120 |
| Number of Managed Accounts | $1,749,000 | 121 |
| Number of Non-Managed Accounts | $377,000 | 93 |
| Total fiduciary and related assets | $2,135,591,000 | 147 |
| Managed Assets ($) | $1,154,866,000 | 167 |
| Non-managed Assets ($) | $980,725,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,728,000 | 147 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,116,000 | 121 |
| Number of Managed Accounts | $1,750,000 | 121 |
| Number of Non-Managed Accounts | $366,000 | 101 |
| Total fiduciary and related assets | $2,253,004,000 | 147 |
| Managed Assets ($) | $1,240,565,000 | 166 |
| Non-managed Assets ($) | $1,012,439,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,871,000 | 147 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,101,000 | 121 |
| Number of Managed Accounts | $1,736,000 | 120 |
| Number of Non-Managed Accounts | $365,000 | 95 |
| Total fiduciary and related assets | $2,135,406,000 | 149 |
| Managed Assets ($) | $1,157,714,000 | 169 |
| Non-managed Assets ($) | $977,692,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,146,000 | 144 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,091,000 | 120 |
| Number of Managed Accounts | $1,734,000 | 124 |
| Number of Non-Managed Accounts | $357,000 | 98 |
| Total fiduciary and related assets | $2,155,291,000 | 149 |
| Managed Assets ($) | $1,148,379,000 | 169 |
| Non-managed Assets ($) | $1,006,912,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,412,000 | 143 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,080,000 | 123 |
| Number of Managed Accounts | $1,725,000 | 124 |
| Number of Non-Managed Accounts | $355,000 | 96 |
| Total fiduciary and related assets | $2,112,694,000 | 148 |
| Managed Assets ($) | $1,141,592,000 | 169 |
| Non-managed Assets ($) | $971,102,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,580,000 | 149 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,056,000 | 128 |
| Number of Managed Accounts | $1,719,000 | 123 |
| Number of Non-Managed Accounts | $337,000 | 112 |
| Total fiduciary and related assets | $1,922,305,000 | 154 |
| Managed Assets ($) | $1,075,224,000 | 171 |
| Non-managed Assets ($) | $847,081,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,399,000 | 137 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,057,000 | 126 |
| Number of Managed Accounts | $1,718,000 | 120 |
| Number of Non-Managed Accounts | $339,000 | 100 |
| Total fiduciary and related assets | $1,834,898,000 | 149 |
| Managed Assets ($) | $991,606,000 | 170 |
| Non-managed Assets ($) | $843,292,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,156,000 | 146 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,066,000 | 125 |
| Number of Managed Accounts | $1,724,000 | 123 |
| Number of Non-Managed Accounts | $342,000 | 105 |
| Total fiduciary and related assets | $1,740,254,000 | 151 |
| Managed Assets ($) | $939,521,000 | 171 |
| Non-managed Assets ($) | $800,733,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,827,000 | 143 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,049,000 | 126 |
| Number of Managed Accounts | $1,709,000 | 121 |
| Number of Non-Managed Accounts | $340,000 | 103 |
| Total fiduciary and related assets | $1,562,869,000 | 149 |
| Managed Assets ($) | $864,913,000 | 170 |
| Non-managed Assets ($) | $697,956,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,508,000 | 143 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,002,000 | 135 |
| Number of Managed Accounts | $1,702,000 | 124 |
| Number of Non-Managed Accounts | $300,000 | 127 |
| Total fiduciary and related assets | $1,825,469,000 | 149 |
| Managed Assets ($) | $994,030,000 | 171 |
| Non-managed Assets ($) | $831,439,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,845,000 | 141 |
| 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 | $2,002,000 | 132 |
| Number of Managed Accounts | $1,693,000 | 125 |
| Number of Non-Managed Accounts | $309,000 | 109 |
| Total fiduciary and related assets | $1,713,011,000 | 152 |
| Managed Assets ($) | $934,710,000 | 170 |
| Non-managed Assets ($) | $778,301,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,244,000 | 143 |
| 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 | $2,032,000 | 130 |
| Number of Managed Accounts | $1,711,000 | 126 |
| Number of Non-Managed Accounts | $321,000 | 109 |
| Total fiduciary and related assets | $1,730,742,000 | 151 |
| Managed Assets ($) | $959,342,000 | 165 |
| Non-managed Assets ($) | $771,400,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,913,000 | 143 |
| 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 | $2,027,000 | 131 |
| Number of Managed Accounts | $1,704,000 | 126 |
| Number of Non-Managed Accounts | $323,000 | 107 |
| Total fiduciary and related assets | $1,742,966,000 | 151 |
| Managed Assets ($) | $990,402,000 | 163 |
| Non-managed Assets ($) | $752,564,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,415,000 | 145 |
| 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 | $2,006,000 | 131 |
| Number of Managed Accounts | $1,696,000 | 123 |
| Number of Non-Managed Accounts | $310,000 | 128 |
| Total fiduciary and related assets | $1,606,909,000 | 150 |
| Managed Assets ($) | $924,462,000 | 162 |
| Non-managed Assets ($) | $682,447,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,610,000 | 144 |
| 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 | $2,014,000 | 128 |
| Number of Managed Accounts | $1,711,000 | 121 |
| Number of Non-Managed Accounts | $303,000 | 113 |
| Total fiduciary and related assets | $1,780,488,000 | 144 |
| Managed Assets ($) | $1,012,591,000 | 161 |
| Non-managed Assets ($) | $767,897,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,203,000 | 144 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,015,000 | 125 |
| Number of Managed Accounts | $1,711,000 | 119 |
| Number of Non-Managed Accounts | $304,000 | 112 |
| Total fiduciary and related assets | $1,735,529,000 | 146 |
| Managed Assets ($) | $976,409,000 | 161 |
| Non-managed Assets ($) | $759,120,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,825,000 | 145 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,003,000 | 127 |
| Number of Managed Accounts | $1,702,000 | 118 |
| Number of Non-Managed Accounts | $301,000 | 115 |
| Total fiduciary and related assets | $1,727,209,000 | 147 |
| Managed Assets ($) | $968,127,000 | 161 |
| Non-managed Assets ($) | $759,082,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,408,000 | 146 |
| 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 | $1,968,000 | 130 |
| Number of Managed Accounts | $1,670,000 | 118 |
| Number of Non-Managed Accounts | $298,000 | 130 |
| Total fiduciary and related assets | $1,708,953,000 | 149 |
| Managed Assets ($) | $964,304,000 | 163 |
| Non-managed Assets ($) | $744,649,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,043,000 | 144 |
| 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 | $1,992,000 | 125 |
| Number of Managed Accounts | $1,683,000 | 119 |
| Number of Non-Managed Accounts | $309,000 | 113 |
| Total fiduciary and related assets | $1,639,883,000 | 152 |
| Managed Assets ($) | $941,101,000 | 163 |
| Non-managed Assets ($) | $698,782,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,783,000 | 140 |
| 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 | $1,965,000 | 124 |
| Number of Managed Accounts | $1,675,000 | 117 |
| Number of Non-Managed Accounts | $290,000 | 113 |
| Total fiduciary and related assets | $1,561,070,000 | 149 |
| Managed Assets ($) | $899,172,000 | 161 |
| Non-managed Assets ($) | $661,898,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,597,000 | 139 |
| 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 | $1,932,000 | 126 |
| Number of Managed Accounts | $1,644,000 | 112 |
| Number of Non-Managed Accounts | $288,000 | 116 |
| Total fiduciary and related assets | $1,529,666,000 | 147 |
| Managed Assets ($) | $884,703,000 | 160 |
| Non-managed Assets ($) | $644,963,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,206,000 | 139 |
| 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 | $1,895,000 | 129 |
| Number of Managed Accounts | $1,604,000 | 114 |
| Number of Non-Managed Accounts | $291,000 | 132 |
| Total fiduciary and related assets | $1,454,966,000 | 147 |
| Managed Assets ($) | $845,547,000 | 162 |
| Non-managed Assets ($) | $609,419,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,447,000 | 140 |
| 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 | $1,889,000 | 124 |
| Number of Managed Accounts | $1,600,000 | 110 |
| Number of Non-Managed Accounts | $289,000 | 117 |
| Total fiduciary and related assets | $1,445,972,000 | 147 |
| Managed Assets ($) | $843,382,000 | 162 |
| Non-managed Assets ($) | $602,590,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,376,000 | 137 |
| 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 | $1,907,000 | 125 |
| Number of Managed Accounts | $1,617,000 | 110 |
| Number of Non-Managed Accounts | $290,000 | 118 |
| Total fiduciary and related assets | $1,403,780,000 | 147 |
| Managed Assets ($) | $818,278,000 | 162 |
| Non-managed Assets ($) | $585,502,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,159,000 | 142 |
| 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 | $1,884,000 | 129 |
| Number of Managed Accounts | $1,593,000 | 113 |
| Number of Non-Managed Accounts | $291,000 | 119 |
| Total fiduciary and related assets | $1,417,147,000 | 144 |
| Managed Assets ($) | $803,134,000 | 163 |
| Non-managed Assets ($) | $614,013,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 142 |
| 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 | $1,839,000 | 131 |
| Number of Managed Accounts | $1,552,000 | 117 |
| Number of Non-Managed Accounts | $287,000 | 137 |
| Total fiduciary and related assets | $1,431,272,000 | 143 |
| Managed Assets ($) | $821,491,000 | 160 |
| Non-managed Assets ($) | $609,781,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,561,000 | 135 |
| 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 | $1,857,000 | 128 |
| Number of Managed Accounts | $1,569,000 | 112 |
| Number of Non-Managed Accounts | $288,000 | 118 |
| Total fiduciary and related assets | $1,373,700,000 | 148 |
| Managed Assets ($) | $784,030,000 | 163 |
| Non-managed Assets ($) | $589,670,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,433,000 | 138 |
| 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 | $1,857,000 | 127 |
| Number of Managed Accounts | $1,570,000 | 115 |
| Number of Non-Managed Accounts | $287,000 | 120 |
| Total fiduciary and related assets | $1,454,604,000 | 147 |
| Managed Assets ($) | $827,281,000 | 162 |
| Non-managed Assets ($) | $627,323,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,290,000 | 140 |
| 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 | $1,824,000 | 129 |
| Number of Managed Accounts | $1,537,000 | 115 |
| Number of Non-Managed Accounts | $287,000 | 125 |
| Total fiduciary and related assets | $1,452,453,000 | 147 |
| Managed Assets ($) | $824,666,000 | 162 |
| Non-managed Assets ($) | $627,787,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,046,000 | 146 |
| 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 | $1,778,000 | 130 |
| Number of Managed Accounts | $1,498,000 | 118 |
| Number of Non-Managed Accounts | $280,000 | 156 |
| Total fiduciary and related assets | $1,396,694,000 | 149 |
| Managed Assets ($) | $789,929,000 | 163 |
| Non-managed Assets ($) | $606,765,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,946,000 | 148 |
| 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 | $1,768,000 | 126 |
| Number of Managed Accounts | $1,504,000 | 116 |
| Number of Non-Managed Accounts | $264,000 | 129 |
| Total fiduciary and related assets | $1,362,486,000 | 149 |
| Managed Assets ($) | $782,231,000 | 161 |
| Non-managed Assets ($) | $580,255,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,984,000 | 143 |
| 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 | $1,744,000 | 125 |
| Number of Managed Accounts | $1,483,000 | 116 |
| Number of Non-Managed Accounts | $261,000 | 130 |
| Total fiduciary and related assets | $1,382,104,000 | 147 |
| Managed Assets ($) | $794,456,000 | 159 |
| Non-managed Assets ($) | $587,648,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,869,000 | 147 |
| 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 | $1,720,000 | 127 |
| Number of Managed Accounts | $1,463,000 | 117 |
| Number of Non-Managed Accounts | $257,000 | 134 |
| Total fiduciary and related assets | $1,338,760,000 | 149 |
| Managed Assets ($) | $776,455,000 | 158 |
| Non-managed Assets ($) | $562,305,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,887,000 | 146 |
| 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 | $1,708,000 | 135 |
| Number of Managed Accounts | $1,444,000 | 114 |
| Number of Non-Managed Accounts | $264,000 | 161 |
| Total fiduciary and related assets | $1,309,149,000 | 148 |
| Managed Assets ($) | $761,593,000 | 159 |
| Non-managed Assets ($) | $547,556,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,351,000 | 143 |
| 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 | $1,702,000 | 128 |
| Number of Managed Accounts | $1,438,000 | 110 |
| Number of Non-Managed Accounts | $264,000 | 130 |
| Total fiduciary and related assets | $1,238,714,000 | 149 |
| Managed Assets ($) | $728,062,000 | 158 |
| Non-managed Assets ($) | $510,652,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,511,000 | 141 |
| 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 | $1,699,000 | 132 |
| Number of Managed Accounts | $1,435,000 | 110 |
| Number of Non-Managed Accounts | $264,000 | 133 |
| Total fiduciary and related assets | $1,170,621,000 | 152 |
| Managed Assets ($) | $687,447,000 | 161 |
| Non-managed Assets ($) | $483,174,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,636,000 | 142 |
| 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 | $1,697,000 | 136 |
| Number of Managed Accounts | $1,426,000 | 109 |
| Number of Non-Managed Accounts | $271,000 | 132 |
| Total fiduciary and related assets | $1,210,304,000 | 148 |
| Managed Assets ($) | $700,738,000 | 162 |
| Non-managed Assets ($) | $509,566,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,772,000 | 140 |
| 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 | $1,686,000 | 140 |
| Number of Managed Accounts | $1,414,000 | 113 |
| Number of Non-Managed Accounts | $272,000 | 174 |
| Total fiduciary and related assets | $1,158,000,000 | 148 |
| Managed Assets ($) | $680,099,000 | 161 |
| Non-managed Assets ($) | $477,901,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,103,000 | 139 |
| 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 | $1,632,000 | 134 |
| Number of Managed Accounts | $1,357,000 | 117 |
| Number of Non-Managed Accounts | $275,000 | 126 |
| Total fiduciary and related assets | $1,179,985,000 | 146 |
| Managed Assets ($) | $674,178,000 | 159 |
| Non-managed Assets ($) | $505,807,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,358,000 | 139 |
| 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 | $1,656,000 | 131 |
| Number of Managed Accounts | $1,377,000 | 112 |
| Number of Non-Managed Accounts | $279,000 | 128 |
| Total fiduciary and related assets | $1,139,334,000 | 146 |
| Managed Assets ($) | $656,179,000 | 154 |
| Non-managed Assets ($) | $483,155,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,586,000 | 139 |
| 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 | $1,653,000 | 134 |
| Number of Managed Accounts | $1,371,000 | 114 |
| Number of Non-Managed Accounts | $282,000 | 129 |
| Total fiduciary and related assets | $1,182,247,000 | 144 |
| Managed Assets ($) | $681,103,000 | 153 |
| Non-managed Assets ($) | $501,144,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,690,000 | 142 |
| 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 | $1,617,000 | 143 |
| Number of Managed Accounts | $1,333,000 | 119 |
| Number of Non-Managed Accounts | $284,000 | 164 |
| Total fiduciary and related assets | $1,095,355,000 | 144 |
| Managed Assets ($) | $641,635,000 | 154 |
| Non-managed Assets ($) | $453,720,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,893,000 | 122 |
| 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 | $1,596,000 | 139 |
| Number of Managed Accounts | $1,312,000 | 121 |
| Number of Non-Managed Accounts | $284,000 | 126 |
| Total fiduciary and related assets | $1,041,928,000 | 146 |
| Managed Assets ($) | $622,270,000 | 156 |
| Non-managed Assets ($) | $419,658,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,272,000 | 121 |
| 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 | $1,605,000 | 138 |
| Number of Managed Accounts | $1,320,000 | 122 |
| Number of Non-Managed Accounts | $285,000 | 129 |
| Total fiduciary and related assets | $1,148,046,000 | 148 |
| Managed Assets ($) | $681,413,000 | 155 |
| Non-managed Assets ($) | $466,633,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,507,000 | 126 |
| 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 | $1,581,000 | 135 |
| Number of Managed Accounts | $1,301,000 | 120 |
| Number of Non-Managed Accounts | $280,000 | 130 |
| Total fiduciary and related assets | $1,149,152,000 | 147 |
| Managed Assets ($) | $686,175,000 | 150 |
| Non-managed Assets ($) | $462,977,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,637,000 | 126 |
| 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 | $1,560,000 | 144 |
| Number of Managed Accounts | $1,279,000 | 124 |
| Number of Non-Managed Accounts | $281,000 | 170 |
| Total fiduciary and related assets | $1,110,963,000 | 150 |
| Managed Assets ($) | $665,037,000 | 151 |
| Non-managed Assets ($) | $445,926,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,456,000 | 124 |
| 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 | $1,554,000 | 138 |
| Number of Managed Accounts | $1,273,000 | 121 |
| Number of Non-Managed Accounts | $281,000 | 133 |
| Total fiduciary and related assets | $1,055,267,000 | 151 |
| Managed Assets ($) | $638,596,000 | 153 |
| Non-managed Assets ($) | $416,671,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,834,000 | 123 |
| 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 | $1,542,000 | 139 |
| Number of Managed Accounts | $1,257,000 | 121 |
| Number of Non-Managed Accounts | $285,000 | 132 |
| Total fiduciary and related assets | $993,998,000 | 146 |
| Managed Assets ($) | $612,960,000 | 150 |
| Non-managed Assets ($) | $381,038,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,231,000 | 124 |
| 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 | $1,520,000 | 141 |
| Number of Managed Accounts | $1,236,000 | 123 |
| Number of Non-Managed Accounts | $284,000 | 139 |
| Total fiduciary and related assets | $1,038,878,000 | 149 |
| Managed Assets ($) | $641,287,000 | 154 |
| Non-managed Assets ($) | $397,591,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,440,000 | 134 |
| 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 | $1,504,000 | 151 |
| Number of Managed Accounts | $1,222,000 | 130 |
| Number of Non-Managed Accounts | $282,000 | 186 |
| Total fiduciary and related assets | $1,002,225,000 | 151 |
| Managed Assets ($) | $627,868,000 | 155 |
| Non-managed Assets ($) | $374,357,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,940,000 | 128 |
| 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 | $1,525,000 | 141 |
| Number of Managed Accounts | $1,357,000 | 113 |
| Number of Non-Managed Accounts | $168,000 | 169 |
| Total fiduciary and related assets | $965,336,000 | 157 |
| Managed Assets ($) | $907,232,000 | 119 |
| Non-managed Assets ($) | $58,104,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,437,000 | 125 |
| 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 | $1,540,000 | 138 |
| Number of Managed Accounts | $1,370,000 | 117 |
| Number of Non-Managed Accounts | $170,000 | 174 |
| Total fiduciary and related assets | $898,882,000 | 163 |
| Managed Assets ($) | $846,955,000 | 118 |
| Non-managed Assets ($) | $51,927,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,990,000 | 126 |
| 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 | $1,570,000 | 129 |
| Number of Managed Accounts | $1,400,000 | 110 |
| Number of Non-Managed Accounts | $170,000 | 173 |
| Total fiduciary and related assets | $824,663,000 | 167 |
| Managed Assets ($) | $778,133,000 | 127 |
| Non-managed Assets ($) | $46,530,000 | 254 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,382,000 | 132 |
| 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 | $1,595,000 | 144 |
| Number of Managed Accounts | $1,419,000 | 113 |
| Number of Non-Managed Accounts | $176,000 | 244 |
| Total fiduciary and related assets | $857,332,000 | 170 |
| Managed Assets ($) | $810,257,000 | 126 |
| Non-managed Assets ($) | $47,075,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,273,000 | 134 |
| 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 | $1,610,000 | 130 |
| Number of Managed Accounts | $1,440,000 | 106 |
| Number of Non-Managed Accounts | $170,000 | 178 |
| Total fiduciary and related assets | $983,957,000 | 164 |
| Managed Assets ($) | $927,500,000 | 121 |
| Non-managed Assets ($) | $56,457,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,754,000 | 137 |
| 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 | $1,617,000 | 134 |
| Number of Managed Accounts | $1,448,000 | 104 |
| Number of Non-Managed Accounts | $169,000 | 183 |
| Total fiduciary and related assets | $1,023,597,000 | 169 |
| Managed Assets ($) | $965,270,000 | 127 |
| Non-managed Assets ($) | $58,327,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,170,000 | 140 |
| 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 | $1,621,000 | 136 |
| Number of Managed Accounts | $1,456,000 | 103 |
| Number of Non-Managed Accounts | $165,000 | 184 |
| Total fiduciary and related assets | $998,081,000 | 179 |
| Managed Assets ($) | $941,270,000 | 137 |
| Non-managed Assets ($) | $56,811,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 142 |
| 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 | $1,559,000 | 144 |
| Number of Managed Accounts | $1,396,000 | 114 |
| Number of Non-Managed Accounts | $163,000 | 264 |
| Total fiduciary and related assets | $1,043,862,000 | 177 |
| Managed Assets ($) | $984,154,000 | 133 |
| Non-managed Assets ($) | $59,708,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,222,000 | 138 |
| 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 | $1,580,000 | 134 |
| Number of Managed Accounts | $1,409,000 | 109 |
| Number of Non-Managed Accounts | $171,000 | 173 |
| Total fiduciary and related assets | $1,055,893,000 | 175 |
| Managed Assets ($) | $992,194,000 | 135 |
| Non-managed Assets ($) | $63,699,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,775,000 | 133 |
| 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 | $1,589,000 | 133 |
| Number of Managed Accounts | $1,414,000 | 111 |
| Number of Non-Managed Accounts | $175,000 | 179 |
| Total fiduciary and related assets | $1,050,872,000 | 182 |
| Managed Assets ($) | $989,937,000 | 137 |
| Non-managed Assets ($) | $60,935,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,132,000 | 139 |
| 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 | $1,617,000 | 131 |
| Number of Managed Accounts | $1,441,000 | 107 |
| Number of Non-Managed Accounts | $176,000 | 178 |
| Total fiduciary and related assets | $1,016,003,000 | 183 |
| Managed Assets ($) | $959,797,000 | 136 |
| Non-managed Assets ($) | $56,206,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,486,000 | 145 |
| 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 | $1,627,000 | 141 |
| Number of Managed Accounts | $1,450,000 | 109 |
| Number of Non-Managed Accounts | $177,000 | 259 |
| Total fiduciary and related assets | $988,006,000 | 182 |
| Managed Assets ($) | $931,053,000 | 138 |
| Non-managed Assets ($) | $56,953,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,536,000 | 144 |
| 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 | $1,617,000 | 138 |
| Number of Managed Accounts | $1,449,000 | 111 |
| Number of Non-Managed Accounts | $168,000 | 195 |
| Total fiduciary and related assets | $925,045,000 | 191 |
| Managed Assets ($) | $867,137,000 | 147 |
| Non-managed Assets ($) | $57,908,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,064,000 | 154 |
| 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 | $1,641,000 | 141 |
| Number of Managed Accounts | $1,477,000 | 114 |
| Number of Non-Managed Accounts | $164,000 | 204 |
| Total fiduciary and related assets | $925,458,000 | 196 |
| Managed Assets ($) | $872,726,000 | 147 |
| Non-managed Assets ($) | $52,732,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,686,000 | 160 |
| 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 | $1,654,000 | 140 |
| Number of Managed Accounts | $1,487,000 | 112 |
| Number of Non-Managed Accounts | $167,000 | 206 |
| Total fiduciary and related assets | $936,446,000 | 195 |
| Managed Assets ($) | $888,195,000 | 144 |
| Non-managed Assets ($) | $48,251,000 | 289 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,267,000 | 163 |
| 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 | $1,634,000 | 148 |
| Number of Managed Accounts | $1,471,000 | 114 |
| Number of Non-Managed Accounts | $163,000 | 288 |
| Total fiduciary and related assets | $913,823,000 | 197 |
| Managed Assets ($) | $867,622,000 | 144 |
| Non-managed Assets ($) | $46,201,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,151,000 | 157 |
| 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 | $1,636,000 | 135 |
| Number of Managed Accounts | $1,469,000 | 110 |
| Number of Non-Managed Accounts | $167,000 | 202 |
| Total fiduciary and related assets | $871,916,000 | 200 |
| Managed Assets ($) | $818,895,000 | 151 |
| Non-managed Assets ($) | $53,021,000 | 280 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,863,000 | 158 |
| 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 | $1,611,000 | 137 |
| Number of Managed Accounts | $1,438,000 | 111 |
| Number of Non-Managed Accounts | $173,000 | 202 |
| Total fiduciary and related assets | $830,382,000 | 203 |
| Managed Assets ($) | $778,048,000 | 154 |
| Non-managed Assets ($) | $52,334,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 159 |
| 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 | $1,605,000 | 140 |
| Number of Managed Accounts | $1,432,000 | 114 |
| Number of Non-Managed Accounts | $173,000 | 200 |
| Total fiduciary and related assets | $800,404,000 | 209 |
| Managed Assets ($) | $749,324,000 | 161 |
| Non-managed Assets ($) | $51,080,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,203,000 | 164 |
| 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 | $1,585,000 | 154 |
| Number of Managed Accounts | $1,413,000 | 118 |
| Number of Non-Managed Accounts | $172,000 | 287 |
| Total fiduciary and related assets | $785,649,000 | 209 |
| Managed Assets ($) | $732,436,000 | 156 |
| Non-managed Assets ($) | $53,213,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,769,000 | 158 |
| 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 | $1,565,000 | 144 |
| Number of Managed Accounts | $1,391,000 | 116 |
| Number of Non-Managed Accounts | $174,000 | 202 |
| Total fiduciary and related assets | $749,957,000 | 207 |
| Managed Assets ($) | $680,974,000 | 162 |
| Non-managed Assets ($) | $68,983,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,668,000 | 156 |
| 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 | $1,548,000 | 145 |
| Number of Managed Accounts | $1,378,000 | 117 |
| Number of Non-Managed Accounts | $170,000 | 208 |
| Total fiduciary and related assets | $767,601,000 | 203 |
| Managed Assets ($) | $700,326,000 | 151 |
| Non-managed Assets ($) | $67,275,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,449,000 | 159 |
| 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 | $1,530,000 | 143 |
| Number of Managed Accounts | $1,367,000 | 120 |
| Number of Non-Managed Accounts | $163,000 | 219 |
| Total fiduciary and related assets | $735,766,000 | 209 |
| Managed Assets ($) | $686,173,000 | 157 |
| Non-managed Assets ($) | $49,593,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,068,000 | 169 |
| 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 | $1,492,000 | 163 |
| Number of Managed Accounts | $1,350,000 | 125 |
| Number of Non-Managed Accounts | $142,000 | 340 |
| Total fiduciary and related assets | $698,909,000 | 220 |
| Managed Assets ($) | $650,806,000 | 170 |
| Non-managed Assets ($) | $48,103,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,096,000 | 174 |
| 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 | $1,459,000 | 160 |
| Number of Managed Accounts | $1,338,000 | 128 |
| Number of Non-Managed Accounts | $121,000 | 257 |
| Total fiduciary and related assets | $645,602,000 | 230 |
| Managed Assets ($) | $602,531,000 | 181 |
| Non-managed Assets ($) | $43,071,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,054,000 | 181 |
| 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 | $1,440,000 | 165 |
| Number of Managed Accounts | $1,322,000 | 131 |
| Number of Non-Managed Accounts | $118,000 | 270 |
| Total fiduciary and related assets | $613,133,000 | 241 |
| Managed Assets ($) | $578,626,000 | 186 |
| Non-managed Assets ($) | $34,507,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,053,000 | 183 |
| 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 | $1,422,000 | 169 |
| Number of Managed Accounts | $1,302,000 | 138 |
| Number of Non-Managed Accounts | $120,000 | 272 |
| Total fiduciary and related assets | $560,886,000 | 251 |
| Managed Assets ($) | $528,550,000 | 188 |
| Non-managed Assets ($) | $32,336,000 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $982,000 | 192 |
| 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 | $1,423,000 | 180 |
| Number of Managed Accounts | $1,304,000 | 144 |
| Number of Non-Managed Accounts | $119,000 | 392 |
| Total fiduciary and related assets | $559,923,000 | 251 |
| Managed Assets ($) | $531,576,000 | 192 |
| Non-managed Assets ($) | $28,347,000 | 455 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,061,000 | 189 |
| 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 | $1,434,000 | 160 |
| Number of Managed Accounts | $1,301,000 | 130 |
| Number of Non-Managed Accounts | $133,000 | 355 |
| Total fiduciary and related assets | $587,551,000 | 228 |
| Managed Assets ($) | $544,886,000 | 175 |
| Non-managed Assets ($) | $42,665,000 | 365 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,095,000 | 188 |
| 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 | $4,337,000 | 182 |
| 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 | $4,342,000 | 212 |
| 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 | $4,344,000 | 205 |
| 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 | $3,635,000 | 231 |
| 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 | $3,175,000 | 275 |
| 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 | $3,045,000 | 298 |
| 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 | $2,866,000 | 308 |
| 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 | $2,728,000 | 320 |
| 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 | $2,433,000 | 343 |