Home > AIG Federal Savings Bank > Fiduciary and Related Services
AIG Federal Savings Bank, Fiduciary and Related Services
| 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 | $172,000 | 595 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $172,000 | 193 |
| Total fiduciary and related assets | $5,619,802,000 | 106 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $5,619,802,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,443,000 | 258 |
| 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 | $177,000 | 382 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $177,000 | 157 |
| Total fiduciary and related assets | $5,312,326,000 | 108 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $5,312,326,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,056,000 | 257 |
| 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 | $176,000 | 412 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $176,000 | 148 |
| Total fiduciary and related assets | $5,566,990,000 | 85 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $5,566,990,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,699,000 | 226 |
| 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 | $177,000 | 345 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $177,000 | 141 |
| Total fiduciary and related assets | $6,314,394,000 | 86 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $6,314,394,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 231 |
| 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 | $401,000 | 376 |
| Number of Managed Accounts | $225,000 | 439 |
| Number of Non-Managed Accounts | $176,000 | 167 |
| Total fiduciary and related assets | $6,541,867,000 | 82 |
| Managed Assets ($) | $4,936,000 | 822 |
| Non-managed Assets ($) | $6,536,931,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,164,000 | 231 |
| 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 | $461,000 | 287 |
| Number of Managed Accounts | $285,000 | 300 |
| Number of Non-Managed Accounts | $176,000 | 138 |
| Total fiduciary and related assets | $6,132,939,000 | 83 |
| Managed Assets ($) | $5,734,000 | 331 |
| Non-managed Assets ($) | $6,127,205,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,872,000 | 230 |
| 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 | $465,000 | 320 |
| Number of Managed Accounts | $288,000 | 342 |
| Number of Non-Managed Accounts | $177,000 | 145 |
| Total fiduciary and related assets | $6,189,496,000 | 81 |
| Managed Assets ($) | $5,883,000 | 397 |
| Non-managed Assets ($) | $6,183,613,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,600,000 | 229 |
| 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 | $463,000 | 289 |
| Number of Managed Accounts | $288,000 | 301 |
| Number of Non-Managed Accounts | $175,000 | 143 |
| Total fiduciary and related assets | $5,816,759,000 | 84 |
| Managed Assets ($) | $5,475,000 | 333 |
| Non-managed Assets ($) | $5,811,284,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,316,000 | 224 |
| 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 | $467,000 | 347 |
| Number of Managed Accounts | $289,000 | 384 |
| Number of Non-Managed Accounts | $178,000 | 171 |
| Total fiduciary and related assets | $5,686,862,000 | 85 |
| Managed Assets ($) | $5,184,000 | 834 |
| Non-managed Assets ($) | $5,681,678,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,196,000 | 217 |
| 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 | $466,000 | 284 |
| Number of Managed Accounts | $289,000 | 295 |
| Number of Non-Managed Accounts | $177,000 | 140 |
| Total fiduciary and related assets | $5,136,627,000 | 86 |
| Managed Assets ($) | $4,466,000 | 334 |
| Non-managed Assets ($) | $5,132,161,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,895,000 | 215 |
| 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 | $471,000 | 315 |
| Number of Managed Accounts | $293,000 | 334 |
| Number of Non-Managed Accounts | $178,000 | 145 |
| Total fiduciary and related assets | $4,859,349,000 | 86 |
| Managed Assets ($) | $4,246,000 | 391 |
| Non-managed Assets ($) | $4,855,103,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,613,000 | 213 |
| 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 | $473,000 | 285 |
| Number of Managed Accounts | $295,000 | 298 |
| Number of Non-Managed Accounts | $178,000 | 142 |
| Total fiduciary and related assets | $4,244,944,000 | 87 |
| Managed Assets ($) | $3,569,000 | 337 |
| Non-managed Assets ($) | $4,241,375,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,325,000 | 214 |
| 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 | $480,000 | 340 |
| Number of Managed Accounts | $297,000 | 387 |
| Number of Non-Managed Accounts | $183,000 | 173 |
| Total fiduciary and related assets | $4,906,892,000 | 89 |
| Managed Assets ($) | $4,545,000 | 854 |
| Non-managed Assets ($) | $4,902,347,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,356,000 | 210 |
| 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 | $481,000 | 284 |
| Number of Managed Accounts | $299,000 | 299 |
| Number of Non-Managed Accounts | $182,000 | 142 |
| Total fiduciary and related assets | $4,602,597,000 | 92 |
| Managed Assets ($) | $4,249,000 | 344 |
| Non-managed Assets ($) | $4,598,348,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,059,000 | 209 |
| 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 | $488,000 | 304 |
| Number of Managed Accounts | $301,000 | 330 |
| Number of Non-Managed Accounts | $187,000 | 142 |
| Total fiduciary and related assets | $4,547,238,000 | 90 |
| Managed Assets ($) | $4,413,000 | 384 |
| Non-managed Assets ($) | $4,542,825,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,786,000 | 208 |
| 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 | $489,000 | 306 |
| Number of Managed Accounts | $302,000 | 328 |
| Number of Non-Managed Accounts | $187,000 | 149 |
| Total fiduciary and related assets | $4,364,492,000 | 90 |
| Managed Assets ($) | $4,320,000 | 390 |
| Non-managed Assets ($) | $4,360,172,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,398,000 | 203 |
| 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 | $493,000 | 336 |
| Number of Managed Accounts | $304,000 | 384 |
| Number of Non-Managed Accounts | $189,000 | 175 |
| Total fiduciary and related assets | $4,090,727,000 | 89 |
| Managed Assets ($) | $3,868,000 | 900 |
| Non-managed Assets ($) | $4,086,859,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,350,000 | 210 |
| 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 | $495,000 | 301 |
| Number of Managed Accounts | $304,000 | 329 |
| Number of Non-Managed Accounts | $191,000 | 146 |
| Total fiduciary and related assets | $4,557,258,000 | 89 |
| Managed Assets ($) | $4,497,000 | 393 |
| Non-managed Assets ($) | $4,552,761,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,002,000 | 210 |
| 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 | $502,000 | 300 |
| Number of Managed Accounts | $305,000 | 332 |
| Number of Non-Managed Accounts | $197,000 | 147 |
| Total fiduciary and related assets | $4,964,232,000 | 81 |
| Managed Assets ($) | $4,394,000 | 395 |
| Non-managed Assets ($) | $4,959,838,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,691,000 | 210 |
| 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 | $507,000 | 303 |
| Number of Managed Accounts | $309,000 | 331 |
| Number of Non-Managed Accounts | $198,000 | 148 |
| Total fiduciary and related assets | $4,982,324,000 | 78 |
| Managed Assets ($) | $4,392,000 | 396 |
| Non-managed Assets ($) | $4,977,932,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,364,000 | 209 |
| 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 | $511,000 | 335 |
| Number of Managed Accounts | $310,000 | 381 |
| Number of Non-Managed Accounts | $201,000 | 178 |
| Total fiduciary and related assets | $5,326,085,000 | 77 |
| Managed Assets ($) | $4,464,000 | 912 |
| Non-managed Assets ($) | $5,321,621,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,084,000 | 206 |
| 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 | $519,000 | 297 |
| Number of Managed Accounts | $316,000 | 327 |
| Number of Non-Managed Accounts | $203,000 | 142 |
| Total fiduciary and related assets | $5,085,008,000 | 77 |
| Managed Assets ($) | $4,298,000 | 387 |
| Non-managed Assets ($) | $5,080,710,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,782,000 | 206 |
| 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 | $517,000 | 297 |
| Number of Managed Accounts | $316,000 | 323 |
| Number of Non-Managed Accounts | $201,000 | 143 |
| Total fiduciary and related assets | $4,923,549,000 | 76 |
| Managed Assets ($) | $4,090,000 | 389 |
| Non-managed Assets ($) | $4,919,459,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,517,000 | 206 |
| 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 | $527,000 | 299 |
| Number of Managed Accounts | $321,000 | 323 |
| Number of Non-Managed Accounts | $206,000 | 137 |
| Total fiduciary and related assets | $4,720,904,000 | 77 |
| Managed Assets ($) | $4,037,000 | 392 |
| Non-managed Assets ($) | $4,716,867,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,265,000 | 205 |
| 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 | $530,000 | 330 |
| Number of Managed Accounts | $323,000 | 364 |
| Number of Non-Managed Accounts | $207,000 | 170 |
| Total fiduciary and related assets | $4,614,727,000 | 77 |
| Managed Assets ($) | $3,855,000 | 957 |
| Non-managed Assets ($) | $4,610,872,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,802,000 | 205 |
| 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 | $533,000 | 300 |
| Number of Managed Accounts | $324,000 | 319 |
| Number of Non-Managed Accounts | $209,000 | 140 |
| Total fiduciary and related assets | $4,538,480,000 | 76 |
| Managed Assets ($) | $3,734,000 | 397 |
| Non-managed Assets ($) | $4,534,746,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,581,000 | 204 |
| 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 | $538,000 | 299 |
| Number of Managed Accounts | $331,000 | 319 |
| Number of Non-Managed Accounts | $207,000 | 146 |
| Total fiduciary and related assets | $4,364,697,000 | 78 |
| Managed Assets ($) | $3,603,000 | 402 |
| Non-managed Assets ($) | $4,361,094,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,397,000 | 203 |
| 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 | $537,000 | 301 |
| Number of Managed Accounts | $333,000 | 316 |
| Number of Non-Managed Accounts | $204,000 | 148 |
| Total fiduciary and related assets | $4,254,179,000 | 78 |
| Managed Assets ($) | $3,634,000 | 401 |
| Non-managed Assets ($) | $4,250,545,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,211,000 | 200 |
| 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 | $548,000 | 326 |
| Number of Managed Accounts | $340,000 | 354 |
| Number of Non-Managed Accounts | $208,000 | 182 |
| Total fiduciary and related assets | $4,211,648,000 | 76 |
| Managed Assets ($) | $3,757,000 | 982 |
| Non-managed Assets ($) | $4,207,891,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,622,000 | 212 |
| 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 | $548,000 | 297 |
| Number of Managed Accounts | $340,000 | 315 |
| Number of Non-Managed Accounts | $208,000 | 146 |
| Total fiduciary and related assets | $4,186,689,000 | 76 |
| Managed Assets ($) | $3,620,000 | 396 |
| Non-managed Assets ($) | $4,183,069,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,466,000 | 217 |
| 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 | $553,000 | 298 |
| Number of Managed Accounts | $346,000 | 316 |
| Number of Non-Managed Accounts | $207,000 | 142 |
| Total fiduciary and related assets | $4,753,957,000 | 74 |
| Managed Assets ($) | $4,110,000 | 400 |
| Non-managed Assets ($) | $4,749,847,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,348,000 | 216 |
| 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 | $565,000 | 295 |
| Number of Managed Accounts | $353,000 | 313 |
| Number of Non-Managed Accounts | $212,000 | 147 |
| Total fiduciary and related assets | $4,700,159,000 | 76 |
| Managed Assets ($) | $4,270,000 | 399 |
| Non-managed Assets ($) | $4,695,889,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,170,000 | 218 |
| 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 | $579,000 | 316 |
| Number of Managed Accounts | $358,000 | 355 |
| Number of Non-Managed Accounts | $221,000 | 177 |
| Total fiduciary and related assets | $4,653,277,000 | 76 |
| Managed Assets ($) | $4,224,000 | 1,006 |
| Non-managed Assets ($) | $4,649,053,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,805,000 | 200 |
| 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 | $578,000 | 296 |
| Number of Managed Accounts | $358,000 | 309 |
| Number of Non-Managed Accounts | $220,000 | 141 |
| Total fiduciary and related assets | $4,607,215,000 | 75 |
| Managed Assets ($) | $4,165,000 | 398 |
| Non-managed Assets ($) | $4,603,050,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,622,000 | 201 |
| 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 | $586,000 | 295 |
| Number of Managed Accounts | $362,000 | 307 |
| Number of Non-Managed Accounts | $224,000 | 137 |
| Total fiduciary and related assets | $4,801,048,000 | 71 |
| Managed Assets ($) | $4,329,000 | 399 |
| Non-managed Assets ($) | $4,796,719,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,470,000 | 197 |
| 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 | $589,000 | 294 |
| Number of Managed Accounts | $363,000 | 312 |
| Number of Non-Managed Accounts | $226,000 | 143 |
| Total fiduciary and related assets | $4,697,245,000 | 72 |
| Managed Assets ($) | $4,197,000 | 405 |
| Non-managed Assets ($) | $4,693,048,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,264,000 | 195 |
| 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 | $594,000 | 319 |
| Number of Managed Accounts | $368,000 | 338 |
| Number of Non-Managed Accounts | $226,000 | 181 |
| Total fiduciary and related assets | $4,597,230,000 | 73 |
| Managed Assets ($) | $4,212,000 | 1,022 |
| Non-managed Assets ($) | $4,593,018,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,493,000 | 377 |
| 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 | $598,000 | 283 |
| Number of Managed Accounts | $371,000 | 295 |
| Number of Non-Managed Accounts | $227,000 | 142 |
| Total fiduciary and related assets | $4,283,935,000 | 77 |
| Managed Assets ($) | $3,919,000 | 382 |
| Non-managed Assets ($) | $4,280,016,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,128,000 | 376 |
| 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 | $595,000 | 281 |
| Number of Managed Accounts | $371,000 | 293 |
| Number of Non-Managed Accounts | $224,000 | 147 |
| Total fiduciary and related assets | $4,053,901,000 | 77 |
| Managed Assets ($) | $3,640,000 | 385 |
| Non-managed Assets ($) | $4,050,261,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $782,000 | 370 |
| 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 | $601,000 | 284 |
| Number of Managed Accounts | $381,000 | 291 |
| Number of Non-Managed Accounts | $220,000 | 151 |
| Total fiduciary and related assets | $3,949,917,000 | 78 |
| Managed Assets ($) | $3,625,000 | 387 |
| Non-managed Assets ($) | $3,946,292,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $422,000 | 352 |
| 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 | $610,000 | 309 |
| Number of Managed Accounts | $381,000 | 333 |
| Number of Non-Managed Accounts | $229,000 | 190 |
| Total fiduciary and related assets | $3,626,190,000 | 79 |
| Managed Assets ($) | $3,385,000 | 1,061 |
| Non-managed Assets ($) | $3,622,805,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,496,000 | 364 |
| 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 | $601,000 | 278 |
| Number of Managed Accounts | $381,000 | 289 |
| Number of Non-Managed Accounts | $220,000 | 143 |
| Total fiduciary and related assets | $3,426,673,000 | 79 |
| Managed Assets ($) | $3,303,000 | 366 |
| Non-managed Assets ($) | $3,423,370,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,141,000 | 356 |
| 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 | $611,000 | 270 |
| Number of Managed Accounts | $390,000 | 280 |
| Number of Non-Managed Accounts | $221,000 | 143 |
| Total fiduciary and related assets | $3,267,814,000 | 81 |
| Managed Assets ($) | $3,190,000 | 367 |
| Non-managed Assets ($) | $3,264,624,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $795,000 | 356 |
| 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 | $649,000 | 265 |
| Number of Managed Accounts | $429,000 | 266 |
| Number of Non-Managed Accounts | $220,000 | 141 |
| Total fiduciary and related assets | $3,244,930,000 | 81 |
| Managed Assets ($) | $3,697,000 | 368 |
| Non-managed Assets ($) | $3,241,233,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $418,000 | 337 |
| 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 | $845,000 | 243 |
| Number of Managed Accounts | $624,000 | 232 |
| Number of Non-Managed Accounts | $221,000 | 190 |
| Total fiduciary and related assets | $2,973,830,000 | 83 |
| Managed Assets ($) | $4,669,000 | 1,043 |
| Non-managed Assets ($) | $2,969,161,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $881,000 | 221 |
| Number of Managed Accounts | $667,000 | 212 |
| Number of Non-Managed Accounts | $214,000 | 150 |
| Total fiduciary and related assets | $2,778,457,000 | 85 |
| Managed Assets ($) | $4,585,000 | 379 |
| Non-managed Assets ($) | $2,773,872,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $979,000 | 203 |
| Number of Managed Accounts | $758,000 | 190 |
| Number of Non-Managed Accounts | $221,000 | 148 |
| Total fiduciary and related assets | $3,095,549,000 | 84 |
| Managed Assets ($) | $6,271,000 | 385 |
| Non-managed Assets ($) | $3,089,278,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,179,000 | 171 |
| Number of Managed Accounts | $957,000 | 152 |
| Number of Non-Managed Accounts | $222,000 | 150 |
| Total fiduciary and related assets | $3,057,502,000 | 82 |
| Managed Assets ($) | $7,824,000 | 392 |
| Non-managed Assets ($) | $3,049,678,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,319,000 | 167 |
| Number of Managed Accounts | $1,091,000 | 141 |
| Number of Non-Managed Accounts | $228,000 | 198 |
| Total fiduciary and related assets | $2,893,941,000 | 84 |
| Managed Assets ($) | $8,656,000 | 987 |
| Non-managed Assets ($) | $2,885,285,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,476,000 | 141 |
| Number of Managed Accounts | $1,245,000 | 123 |
| Number of Non-Managed Accounts | $231,000 | 149 |
| Total fiduciary and related assets | $2,850,795,000 | 85 |
| Managed Assets ($) | $9,317,000 | 376 |
| Non-managed Assets ($) | $2,841,478,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,982,000 | 102 |
| Number of Managed Accounts | $1,743,000 | 83 |
| Number of Non-Managed Accounts | $239,000 | 148 |
| Total fiduciary and related assets | $2,600,742,000 | 89 |
| Managed Assets ($) | $11,904,000 | 370 |
| Non-managed Assets ($) | $2,588,838,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,205,000 | 98 |
| Number of Managed Accounts | $1,962,000 | 79 |
| Number of Non-Managed Accounts | $243,000 | 152 |
| Total fiduciary and related assets | $2,956,125,000 | 86 |
| Managed Assets ($) | $15,429,000 | 376 |
| Non-managed Assets ($) | $2,940,696,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,221,000 | 104 |
| Number of Managed Accounts | $1,963,000 | 85 |
| Number of Non-Managed Accounts | $258,000 | 192 |
| Total fiduciary and related assets | $2,882,712,000 | 86 |
| Managed Assets ($) | $14,948,000 | 897 |
| Non-managed Assets ($) | $2,867,764,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,229,000 | 99 |
| Number of Managed Accounts | $1,964,000 | 84 |
| Number of Non-Managed Accounts | $265,000 | 141 |
| Total fiduciary and related assets | $2,884,327,000 | 87 |
| Managed Assets ($) | $14,304,000 | 366 |
| Non-managed Assets ($) | $2,870,023,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,236,000 | 99 |
| Number of Managed Accounts | $1,966,000 | 84 |
| Number of Non-Managed Accounts | $270,000 | 141 |
| Total fiduciary and related assets | $2,577,391,000 | 94 |
| Managed Assets ($) | $12,192,000 | 375 |
| Non-managed Assets ($) | $2,565,199,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,239,000 | 97 |
| Number of Managed Accounts | $1,966,000 | 84 |
| Number of Non-Managed Accounts | $273,000 | 140 |
| Total fiduciary and related assets | $2,316,860,000 | 98 |
| Managed Assets ($) | $10,191,000 | 379 |
| Non-managed Assets ($) | $2,306,669,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,237,000 | 107 |
| Number of Managed Accounts | $1,966,000 | 86 |
| Number of Non-Managed Accounts | $271,000 | 194 |
| Total fiduciary and related assets | $2,392,221,000 | 99 |
| Managed Assets ($) | $11,217,000 | 964 |
| Non-managed Assets ($) | $2,381,004,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,225,000 | 103 |
| Number of Managed Accounts | $1,967,000 | 84 |
| Number of Non-Managed Accounts | $258,000 | 148 |
| Total fiduciary and related assets | $2,681,937,000 | 96 |
| Managed Assets ($) | $14,790,000 | 402 |
| Non-managed Assets ($) | $2,667,147,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,218,000 | 108 |
| Number of Managed Accounts | $1,967,000 | 86 |
| Number of Non-Managed Accounts | $251,000 | 156 |
| Total fiduciary and related assets | $2,787,919,000 | 101 |
| Managed Assets ($) | $17,151,000 | 408 |
| Non-managed Assets ($) | $2,770,768,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,217,000 | 108 |
| Number of Managed Accounts | $1,967,000 | 89 |
| Number of Non-Managed Accounts | $250,000 | 159 |
| Total fiduciary and related assets | $2,724,384,000 | 105 |
| Managed Assets ($) | $17,272,000 | 413 |
| Non-managed Assets ($) | $2,707,112,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,207,000 | 110 |
| Number of Managed Accounts | $1,968,000 | 86 |
| Number of Non-Managed Accounts | $239,000 | 213 |
| Total fiduciary and related assets | $2,681,033,000 | 104 |
| Managed Assets ($) | $19,124,000 | 901 |
| Non-managed Assets ($) | $2,661,909,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,203,000 | 103 |
| Number of Managed Accounts | $1,969,000 | 85 |
| Number of Non-Managed Accounts | $234,000 | 150 |
| Total fiduciary and related assets | $2,699,674,000 | 102 |
| Managed Assets ($) | $19,522,000 | 396 |
| Non-managed Assets ($) | $2,680,152,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,198,000 | 103 |
| Number of Managed Accounts | $1,970,000 | 85 |
| Number of Non-Managed Accounts | $228,000 | 157 |
| Total fiduciary and related assets | $2,618,653,000 | 111 |
| Managed Assets ($) | $19,162,000 | 401 |
| Non-managed Assets ($) | $2,599,491,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,192,000 | 101 |
| Number of Managed Accounts | $1,970,000 | 84 |
| Number of Non-Managed Accounts | $222,000 | 156 |
| Total fiduciary and related assets | $2,388,067,000 | 112 |
| Managed Assets ($) | $17,841,000 | 403 |
| Non-managed Assets ($) | $2,370,226,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,193,000 | 105 |
| Number of Managed Accounts | $1,971,000 | 85 |
| Number of Non-Managed Accounts | $222,000 | 220 |
| Total fiduciary and related assets | $2,242,272,000 | 117 |
| Managed Assets ($) | $17,586,000 | 911 |
| Non-managed Assets ($) | $2,224,686,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,193,000 | 106 |
| Number of Managed Accounts | $1,971,000 | 88 |
| Number of Non-Managed Accounts | $222,000 | 166 |
| Total fiduciary and related assets | $2,300,858,000 | 114 |
| Managed Assets ($) | $16,318,000 | 386 |
| Non-managed Assets ($) | $2,284,540,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,186,000 | 111 |
| Number of Managed Accounts | $1,972,000 | 93 |
| Number of Non-Managed Accounts | $214,000 | 179 |
| Total fiduciary and related assets | $2,191,351,000 | 120 |
| Managed Assets ($) | $15,701,000 | 393 |
| Non-managed Assets ($) | $2,175,650,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,183,000 | 110 |
| Number of Managed Accounts | $1,972,000 | 92 |
| Number of Non-Managed Accounts | $211,000 | 184 |
| Total fiduciary and related assets | $2,142,069,000 | 124 |
| Managed Assets ($) | $15,878,000 | 406 |
| Non-managed Assets ($) | $2,126,191,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,181,000 | 117 |
| Number of Managed Accounts | $1,972,000 | 90 |
| Number of Non-Managed Accounts | $209,000 | 246 |
| Total fiduciary and related assets | $1,818,603,000 | 131 |
| Managed Assets ($) | $15,214,000 | 965 |
| Non-managed Assets ($) | $1,803,389,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,174,000 | 108 |
| Number of Managed Accounts | $1,972,000 | 87 |
| Number of Non-Managed Accounts | $202,000 | 184 |
| Total fiduciary and related assets | $1,755,818,000 | 132 |
| Managed Assets ($) | $14,639,000 | 393 |
| Non-managed Assets ($) | $1,741,179,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,972,000 | 115 |
| Number of Managed Accounts | $1,972,000 | 83 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $13,871,000 | 439 |
| Managed Assets ($) | $13,871,000 | 410 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,972,000 | 117 |
| Number of Managed Accounts | $1,972,000 | 89 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $13,580,000 | 441 |
| Managed Assets ($) | $13,580,000 | 411 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,974,000 | 129 |
| Number of Managed Accounts | $1,974,000 | 93 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $13,645,000 | 1,076 |
| Managed Assets ($) | $13,645,000 | 980 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,975,000 | 119 |
| Number of Managed Accounts | $1,975,000 | 88 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $12,347,000 | 431 |
| Managed Assets ($) | $12,347,000 | 399 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,975,000 | 118 |
| Number of Managed Accounts | $1,975,000 | 89 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $12,600,000 | 438 |
| Managed Assets ($) | $12,600,000 | 405 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,976,000 | 121 |
| Number of Managed Accounts | $1,976,000 | 90 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $12,480,000 | 446 |
| Managed Assets ($) | $12,480,000 | 413 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,976,000 | 133 |
| Number of Managed Accounts | $1,976,000 | 96 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $12,080,000 | 1,132 |
| Managed Assets ($) | $12,080,000 | 1,017 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,977,000 | 127 |
| Number of Managed Accounts | $1,977,000 | 92 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $10,751,000 | 451 |
| Managed Assets ($) | $10,751,000 | 415 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,978,000 | 130 |
| Number of Managed Accounts | $1,978,000 | 93 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $10,404,000 | 455 |
| Managed Assets ($) | $10,404,000 | 419 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,978,000 | 136 |
| Number of Managed Accounts | $1,978,000 | 99 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $9,015,000 | 470 |
| Managed Assets ($) | $9,015,000 | 436 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,978,000 | 143 |
| Number of Managed Accounts | $1,978,000 | 103 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $9,325,000 | 1,209 |
| Managed Assets ($) | $9,325,000 | 1,102 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |