Home > Boston Private Bank & Trust Company > Fiduciary and Related Services
Boston Private Bank & Trust Company, Fiduciary and Related Services
| 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 | $748,000 | 257 |
| Number of Managed Accounts | $718,000 | 238 |
| Number of Non-Managed Accounts | $30,000 | 307 |
| Total fiduciary and related assets | $1,442,702,000 | 184 |
| Managed Assets ($) | $1,362,324,000 | 159 |
| Non-managed Assets ($) | $80,378,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,808,000 | 158 |
| 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 | $736,000 | 244 |
| Number of Managed Accounts | $707,000 | 228 |
| Number of Non-Managed Accounts | $29,000 | 271 |
| Total fiduciary and related assets | $1,380,637,000 | 185 |
| Managed Assets ($) | $1,302,654,000 | 160 |
| Non-managed Assets ($) | $77,983,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,362,000 | 158 |
| 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 | $727,000 | 269 |
| Number of Managed Accounts | $713,000 | 236 |
| Number of Non-Managed Accounts | $14,000 | 603 |
| Total fiduciary and related assets | $1,369,482,000 | 183 |
| Managed Assets ($) | $1,302,316,000 | 159 |
| Non-managed Assets ($) | $67,166,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,910,000 | 158 |
| 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 | $725,000 | 242 |
| Number of Managed Accounts | $713,000 | 222 |
| Number of Non-Managed Accounts | $12,000 | 304 |
| Total fiduciary and related assets | $1,347,976,000 | 177 |
| Managed Assets ($) | $1,292,638,000 | 146 |
| Non-managed Assets ($) | $55,338,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,555,000 | 154 |
| 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 | $713,000 | 261 |
| Number of Managed Accounts | $701,000 | 236 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $1,325,616,000 | 181 |
| Managed Assets ($) | $1,272,476,000 | 145 |
| Non-managed Assets ($) | $53,140,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,353,000 | 153 |
| 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 | $808,000 | 230 |
| Number of Managed Accounts | $796,000 | 209 |
| Number of Non-Managed Accounts | $12,000 | 305 |
| Total fiduciary and related assets | $1,261,356,000 | 174 |
| Managed Assets ($) | $1,212,315,000 | 145 |
| Non-managed Assets ($) | $49,041,000 | 249 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,316,000 | 150 |
| 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 | $811,000 | 251 |
| Number of Managed Accounts | $799,000 | 218 |
| Number of Non-Managed Accounts | $12,000 | 634 |
| Total fiduciary and related assets | $1,406,806,000 | 179 |
| Managed Assets ($) | $1,351,950,000 | 143 |
| Non-managed Assets ($) | $54,856,000 | 317 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,614,000 | 144 |
| 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 | $1,050,000 | 209 |
| Number of Managed Accounts | $1,037,000 | 174 |
| Number of Non-Managed Accounts | $13,000 | 304 |
| Total fiduciary and related assets | $1,524,028,000 | 165 |
| Managed Assets ($) | $1,471,021,000 | 130 |
| Non-managed Assets ($) | $53,007,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,072,000 | 147 |
| 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 | $1,061,000 | 210 |
| Number of Managed Accounts | $1,047,000 | 174 |
| Number of Non-Managed Accounts | $14,000 | 331 |
| Total fiduciary and related assets | $1,476,086,000 | 168 |
| Managed Assets ($) | $1,423,838,000 | 132 |
| Non-managed Assets ($) | $52,248,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,475,000 | 150 |
| 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 | $1,006,000 | 223 |
| Number of Managed Accounts | $994,000 | 186 |
| Number of Non-Managed Accounts | $12,000 | 342 |
| Total fiduciary and related assets | $1,456,899,000 | 167 |
| Managed Assets ($) | $1,405,446,000 | 133 |
| Non-managed Assets ($) | $51,453,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,878,000 | 166 |
| 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 | $1,360,000 | 176 |
| Number of Managed Accounts | $1,349,000 | 145 |
| Number of Non-Managed Accounts | $11,000 | 666 |
| Total fiduciary and related assets | $1,406,212,000 | 162 |
| Managed Assets ($) | $1,358,261,000 | 126 |
| Non-managed Assets ($) | $47,951,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,285,000 | 117 |
| 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 | $1,338,000 | 170 |
| Number of Managed Accounts | $1,327,000 | 143 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $1,769,540,000 | 146 |
| Managed Assets ($) | $1,718,343,000 | 118 |
| Non-managed Assets ($) | $51,197,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,763,000 | 113 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,313,000 | 175 |
| Number of Managed Accounts | $1,302,000 | 147 |
| Number of Non-Managed Accounts | $11,000 | 351 |
| Total fiduciary and related assets | $1,758,631,000 | 143 |
| Managed Assets ($) | $1,710,432,000 | 117 |
| Non-managed Assets ($) | $48,199,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,510,000 | 111 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,453,000 | 165 |
| Number of Managed Accounts | $1,443,000 | 136 |
| Number of Non-Managed Accounts | $10,000 | 355 |
| Total fiduciary and related assets | $2,115,600,000 | 127 |
| Managed Assets ($) | $2,069,442,000 | 102 |
| Non-managed Assets ($) | $46,158,000 | 290 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,053,000 | 103 |
| 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 | $1,553,000 | 163 |
| Number of Managed Accounts | $1,541,000 | 125 |
| Number of Non-Managed Accounts | $12,000 | 673 |
| Total fiduciary and related assets | $2,306,745,000 | 122 |
| Managed Assets ($) | $2,258,152,000 | 97 |
| Non-managed Assets ($) | $48,593,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,676,000 | 97 |
| 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 | $1,642,000 | 152 |
| Number of Managed Accounts | $1,630,000 | 121 |
| Number of Non-Managed Accounts | $12,000 | 336 |
| Total fiduciary and related assets | $2,337,642,000 | 116 |
| Managed Assets ($) | $2,281,136,000 | 91 |
| Non-managed Assets ($) | $56,506,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,443,000 | 95 |
| 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 | $1,689,000 | 145 |
| Number of Managed Accounts | $1,677,000 | 116 |
| Number of Non-Managed Accounts | $12,000 | 339 |
| Total fiduciary and related assets | $2,403,454,000 | 115 |
| Managed Assets ($) | $2,346,062,000 | 89 |
| Non-managed Assets ($) | $57,392,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,117,000 | 95 |
| 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 | $1,824,000 | 132 |
| Number of Managed Accounts | $1,813,000 | 101 |
| Number of Non-Managed Accounts | $11,000 | 342 |
| Total fiduciary and related assets | $2,702,728,000 | 107 |
| Managed Assets ($) | $2,648,552,000 | 78 |
| Non-managed Assets ($) | $54,176,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,568,000 | 93 |
| 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 | $1,972,000 | 122 |
| Number of Managed Accounts | $1,931,000 | 99 |
| Number of Non-Managed Accounts | $41,000 | 467 |
| Total fiduciary and related assets | $2,859,618,000 | 103 |
| Managed Assets ($) | $2,807,619,000 | 72 |
| Non-managed Assets ($) | $51,999,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,045,000 | 74 |
| 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 | $2,196,000 | 106 |
| Number of Managed Accounts | $2,155,000 | 87 |
| Number of Non-Managed Accounts | $41,000 | 288 |
| Total fiduciary and related assets | $3,479,604,000 | 92 |
| Managed Assets ($) | $3,281,581,000 | 61 |
| Non-managed Assets ($) | $198,023,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,853,000 | 72 |
| 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 | $2,322,000 | 100 |
| Number of Managed Accounts | $2,282,000 | 80 |
| Number of Non-Managed Accounts | $40,000 | 290 |
| Total fiduciary and related assets | $3,662,188,000 | 91 |
| Managed Assets ($) | $3,469,153,000 | 60 |
| Non-managed Assets ($) | $193,035,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,355,000 | 73 |
| 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 | $2,417,000 | 101 |
| Number of Managed Accounts | $2,374,000 | 77 |
| Number of Non-Managed Accounts | $43,000 | 285 |
| Total fiduciary and related assets | $3,755,016,000 | 90 |
| Managed Assets ($) | $3,560,693,000 | 58 |
| Non-managed Assets ($) | $194,323,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,648,000 | 71 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,883,000 | 85 |
| Number of Managed Accounts | $2,857,000 | 64 |
| Number of Non-Managed Accounts | $26,000 | 581 |
| Total fiduciary and related assets | $3,904,384,000 | 84 |
| Managed Assets ($) | $3,712,994,000 | 57 |
| Non-managed Assets ($) | $191,390,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,299,000 | 66 |
| 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 | $3,029,000 | 82 |
| Number of Managed Accounts | $3,003,000 | 62 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $4,099,486,000 | 77 |
| Managed Assets ($) | $3,911,026,000 | 54 |
| Non-managed Assets ($) | $188,460,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,033,000 | 66 |
| 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 | $3,077,000 | 82 |
| Number of Managed Accounts | $3,076,000 | 58 |
| Number of Non-Managed Accounts | $1,000 | 397 |
| Total fiduciary and related assets | $4,534,157,000 | 77 |
| Managed Assets ($) | $4,532,491,000 | 53 |
| Non-managed Assets ($) | $1,666,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,254,000 | 67 |
| 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 | $8,498,000 | 39 |
| Number of Managed Accounts | $8,143,000 | 30 |
| Number of Non-Managed Accounts | $355,000 | 111 |
| Total fiduciary and related assets | $9,127,084,000 | 59 |
| Managed Assets ($) | $8,306,447,000 | 38 |
| Non-managed Assets ($) | $820,637,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,558,000 | 44 |
| 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 | $8,376,000 | 40 |
| Number of Managed Accounts | $8,033,000 | 30 |
| Number of Non-Managed Accounts | $343,000 | 130 |
| Total fiduciary and related assets | $9,079,782,000 | 58 |
| Managed Assets ($) | $8,213,002,000 | 38 |
| Non-managed Assets ($) | $866,780,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,582,000 | 58 |
| 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 | $3,144,000 | 78 |
| Number of Managed Accounts | $3,143,000 | 57 |
| Number of Non-Managed Accounts | $1,000 | 395 |
| Total fiduciary and related assets | $4,508,287,000 | 76 |
| Managed Assets ($) | $4,506,615,000 | 53 |
| Non-managed Assets ($) | $1,672,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,255,000 | 63 |
| 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 | $3,130,000 | 79 |
| Number of Managed Accounts | $3,130,000 | 56 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $4,534,291,000 | 74 |
| Managed Assets ($) | $4,534,291,000 | 52 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,004,000 | 63 |
| 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 | $3,122,000 | 80 |
| Number of Managed Accounts | $3,122,000 | 58 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $4,444,598,000 | 74 |
| Managed Assets ($) | $4,444,598,000 | 53 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,961,000 | 65 |
| 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 | $3,118,000 | 83 |
| Number of Managed Accounts | $3,074,000 | 59 |
| Number of Non-Managed Accounts | $44,000 | 498 |
| Total fiduciary and related assets | $4,399,847,000 | 75 |
| Managed Assets ($) | $4,263,584,000 | 52 |
| Non-managed Assets ($) | $136,263,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,547,000 | 65 |
| 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 | $3,094,000 | 80 |
| Number of Managed Accounts | $3,048,000 | 56 |
| Number of Non-Managed Accounts | $46,000 | 276 |
| Total fiduciary and related assets | $4,121,612,000 | 78 |
| Managed Assets ($) | $3,985,678,000 | 54 |
| Non-managed Assets ($) | $135,934,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,780,000 | 65 |
| 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 | $3,104,000 | 81 |
| Number of Managed Accounts | $3,054,000 | 55 |
| Number of Non-Managed Accounts | $50,000 | 273 |
| Total fiduciary and related assets | $3,985,518,000 | 78 |
| Managed Assets ($) | $3,844,397,000 | 55 |
| Non-managed Assets ($) | $141,121,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,272,000 | 65 |
| 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 | $3,085,000 | 80 |
| Number of Managed Accounts | $3,034,000 | 53 |
| Number of Non-Managed Accounts | $51,000 | 272 |
| Total fiduciary and related assets | $4,029,567,000 | 77 |
| Managed Assets ($) | $3,886,648,000 | 53 |
| Non-managed Assets ($) | $142,919,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,781,000 | 63 |
| 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 | $3,083,000 | 81 |
| Number of Managed Accounts | $3,036,000 | 52 |
| Number of Non-Managed Accounts | $47,000 | 496 |
| Total fiduciary and related assets | $3,802,410,000 | 75 |
| Managed Assets ($) | $3,662,350,000 | 53 |
| Non-managed Assets ($) | $140,060,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,646,000 | 64 |
| 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 | $2,962,000 | 79 |
| Number of Managed Accounts | $2,914,000 | 55 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $3,642,184,000 | 75 |
| Managed Assets ($) | $3,500,853,000 | 53 |
| Non-managed Assets ($) | $141,331,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,563,000 | 64 |
| 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 | $2,967,000 | 79 |
| Number of Managed Accounts | $2,900,000 | 55 |
| Number of Non-Managed Accounts | $67,000 | 236 |
| Total fiduciary and related assets | $3,563,980,000 | 76 |
| Managed Assets ($) | $3,411,012,000 | 53 |
| Non-managed Assets ($) | $152,968,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,677,000 | 65 |
| 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 | $2,995,000 | 79 |
| Number of Managed Accounts | $2,927,000 | 56 |
| Number of Non-Managed Accounts | $68,000 | 228 |
| Total fiduciary and related assets | $3,568,734,000 | 76 |
| Managed Assets ($) | $3,415,547,000 | 55 |
| Non-managed Assets ($) | $153,187,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,776,000 | 66 |
| 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 | $2,985,000 | 80 |
| Number of Managed Accounts | $2,919,000 | 56 |
| Number of Non-Managed Accounts | $66,000 | 421 |
| Total fiduciary and related assets | $3,439,899,000 | 76 |
| Managed Assets ($) | $3,284,947,000 | 55 |
| Non-managed Assets ($) | $154,952,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,544,000 | 55 |
| 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 | $3,002,000 | 81 |
| Number of Managed Accounts | $2,937,000 | 58 |
| Number of Non-Managed Accounts | $65,000 | 240 |
| Total fiduciary and related assets | $3,304,117,000 | 80 |
| Managed Assets ($) | $3,226,053,000 | 57 |
| Non-managed Assets ($) | $78,064,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,856,000 | 56 |
| 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 | $3,047,000 | 81 |
| Number of Managed Accounts | $2,979,000 | 57 |
| Number of Non-Managed Accounts | $68,000 | 242 |
| Total fiduciary and related assets | $3,613,199,000 | 79 |
| Managed Assets ($) | $3,527,727,000 | 58 |
| Non-managed Assets ($) | $85,472,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,992,000 | 58 |
| 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 | $2,145,000 | 96 |
| Number of Managed Accounts | $2,121,000 | 76 |
| Number of Non-Managed Accounts | $24,000 | 320 |
| Total fiduciary and related assets | $2,653,374,000 | 90 |
| Managed Assets ($) | $2,627,850,000 | 63 |
| Non-managed Assets ($) | $25,524,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,074,000 | 69 |
| 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 | $2,208,000 | 100 |
| Number of Managed Accounts | $2,184,000 | 76 |
| Number of Non-Managed Accounts | $24,000 | 705 |
| Total fiduciary and related assets | $2,590,353,000 | 92 |
| Managed Assets ($) | $2,564,816,000 | 66 |
| Non-managed Assets ($) | $25,537,000 | 446 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,942,000 | 66 |
| 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 | $2,213,000 | 94 |
| Number of Managed Accounts | $2,195,000 | 75 |
| Number of Non-Managed Accounts | $18,000 | 325 |
| Total fiduciary and related assets | $2,528,137,000 | 92 |
| Managed Assets ($) | $2,507,671,000 | 67 |
| Non-managed Assets ($) | $20,466,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,856,000 | 66 |
| 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 | $2,213,000 | 96 |
| Number of Managed Accounts | $2,195,000 | 73 |
| Number of Non-Managed Accounts | $18,000 | 329 |
| Total fiduciary and related assets | $2,394,956,000 | 92 |
| Managed Assets ($) | $2,375,386,000 | 67 |
| Non-managed Assets ($) | $19,570,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,944,000 | 65 |
| 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 | $2,237,000 | 96 |
| Number of Managed Accounts | $2,219,000 | 70 |
| Number of Non-Managed Accounts | $18,000 | 332 |
| Total fiduciary and related assets | $2,532,445,000 | 92 |
| Managed Assets ($) | $2,516,528,000 | 66 |
| Non-managed Assets ($) | $15,917,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,911,000 | 65 |
| 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 | $2,196,000 | 107 |
| Number of Managed Accounts | $2,174,000 | 75 |
| Number of Non-Managed Accounts | $22,000 | 745 |
| Total fiduciary and related assets | $2,452,068,000 | 95 |
| Managed Assets ($) | $2,431,583,000 | 67 |
| Non-managed Assets ($) | $20,485,000 | 497 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,002,000 | 69 |
| 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 | $2,150,000 | 103 |
| Number of Managed Accounts | $2,139,000 | 75 |
| Number of Non-Managed Accounts | $11,000 | 347 |
| Total fiduciary and related assets | $2,402,792,000 | 97 |
| Managed Assets ($) | $2,401,961,000 | 65 |
| Non-managed Assets ($) | $831,000 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,081,000 | 70 |
| 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 | $2,153,000 | 102 |
| Number of Managed Accounts | $2,142,000 | 77 |
| Number of Non-Managed Accounts | $11,000 | 356 |
| Total fiduciary and related assets | $2,253,940,000 | 101 |
| Managed Assets ($) | $2,253,109,000 | 66 |
| Non-managed Assets ($) | $831,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,311,000 | 72 |
| 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 | $2,131,000 | 102 |
| Number of Managed Accounts | $2,119,000 | 78 |
| Number of Non-Managed Accounts | $12,000 | 346 |
| Total fiduciary and related assets | $2,171,247,000 | 100 |
| Managed Assets ($) | $2,170,414,000 | 66 |
| Non-managed Assets ($) | $833,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,671,000 | 69 |
| 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 | $2,140,000 | 115 |
| Number of Managed Accounts | $2,128,000 | 80 |
| Number of Non-Managed Accounts | $12,000 | 878 |
| Total fiduciary and related assets | $2,284,325,000 | 103 |
| Managed Assets ($) | $2,283,490,000 | 67 |
| Non-managed Assets ($) | $835,000 | 1,013 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,934,000 | 67 |
| 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 | $2,122,000 | 108 |
| Number of Managed Accounts | $2,110,000 | 80 |
| Number of Non-Managed Accounts | $12,000 | 366 |
| Total fiduciary and related assets | $2,545,246,000 | 98 |
| Managed Assets ($) | $2,544,412,000 | 66 |
| Non-managed Assets ($) | $834,000 | 407 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,142,000 | 69 |
| 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 | $2,106,000 | 112 |
| Number of Managed Accounts | $2,093,000 | 83 |
| Number of Non-Managed Accounts | $13,000 | 363 |
| Total fiduciary and related assets | $2,674,172,000 | 102 |
| Managed Assets ($) | $2,673,338,000 | 70 |
| Non-managed Assets ($) | $834,000 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,826,000 | 72 |
| 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 | $2,080,000 | 114 |
| Number of Managed Accounts | $2,066,000 | 86 |
| Number of Non-Managed Accounts | $14,000 | 367 |
| Total fiduciary and related assets | $2,710,602,000 | 106 |
| Managed Assets ($) | $2,708,319,000 | 69 |
| Non-managed Assets ($) | $2,283,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,346,000 | 69 |
| 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 | $2,038,000 | 121 |
| Number of Managed Accounts | $2,023,000 | 84 |
| Number of Non-Managed Accounts | $15,000 | 842 |
| Total fiduciary and related assets | $2,726,960,000 | 103 |
| Managed Assets ($) | $2,725,101,000 | 69 |
| Non-managed Assets ($) | $1,859,000 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,296,000 | 72 |
| 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 | $1,986,000 | 114 |
| Number of Managed Accounts | $1,972,000 | 84 |
| Number of Non-Managed Accounts | $14,000 | 352 |
| Total fiduciary and related assets | $2,695,640,000 | 103 |
| Managed Assets ($) | $2,694,555,000 | 69 |
| Non-managed Assets ($) | $1,085,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,914,000 | 73 |
| 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 | $1,964,000 | 118 |
| Number of Managed Accounts | $1,935,000 | 86 |
| Number of Non-Managed Accounts | $29,000 | 322 |
| Total fiduciary and related assets | $2,488,689,000 | 113 |
| Managed Assets ($) | $2,340,921,000 | 75 |
| Non-managed Assets ($) | $147,768,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,769,000 | 76 |
| 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 | $1,928,000 | 118 |
| Number of Managed Accounts | $1,899,000 | 87 |
| Number of Non-Managed Accounts | $29,000 | 324 |
| Total fiduciary and related assets | $2,394,925,000 | 111 |
| Managed Assets ($) | $2,249,740,000 | 74 |
| Non-managed Assets ($) | $145,185,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,794,000 | 78 |
| 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 | $1,880,000 | 126 |
| Number of Managed Accounts | $1,851,000 | 89 |
| Number of Non-Managed Accounts | $29,000 | 699 |
| Total fiduciary and related assets | $2,304,922,000 | 113 |
| Managed Assets ($) | $2,161,737,000 | 75 |
| Non-managed Assets ($) | $143,185,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,257,000 | 80 |
| 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 | $1,928,000 | 122 |
| Number of Managed Accounts | $1,898,000 | 93 |
| Number of Non-Managed Accounts | $30,000 | 316 |
| Total fiduciary and related assets | $2,244,361,000 | 116 |
| Managed Assets ($) | $2,109,278,000 | 79 |
| Non-managed Assets ($) | $135,083,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,562,000 | 86 |
| 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 | $1,905,000 | 128 |
| Number of Managed Accounts | $1,874,000 | 98 |
| Number of Non-Managed Accounts | $31,000 | 323 |
| Total fiduciary and related assets | $2,227,001,000 | 117 |
| Managed Assets ($) | $1,982,591,000 | 87 |
| Non-managed Assets ($) | $244,410,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,102,000 | 89 |
| 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 | $1,904,000 | 127 |
| Number of Managed Accounts | $1,891,000 | 95 |
| Number of Non-Managed Accounts | $13,000 | 369 |
| Total fiduciary and related assets | $2,300,802,000 | 117 |
| Managed Assets ($) | $2,186,849,000 | 83 |
| Non-managed Assets ($) | $113,953,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,523,000 | 89 |
| 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 | $1,911,000 | 131 |
| Number of Managed Accounts | $1,898,000 | 96 |
| Number of Non-Managed Accounts | $13,000 | 933 |
| Total fiduciary and related assets | $2,255,122,000 | 118 |
| Managed Assets ($) | $2,138,820,000 | 83 |
| Non-managed Assets ($) | $116,302,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,342,000 | 89 |
| 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 | $1,892,000 | 120 |
| Number of Managed Accounts | $1,879,000 | 93 |
| Number of Non-Managed Accounts | $13,000 | 365 |
| Total fiduciary and related assets | $2,253,405,000 | 117 |
| Managed Assets ($) | $2,137,158,000 | 85 |
| Non-managed Assets ($) | $116,247,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,869,000 | 90 |
| 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 | $1,904,000 | 119 |
| Number of Managed Accounts | $1,891,000 | 89 |
| Number of Non-Managed Accounts | $13,000 | 381 |
| Total fiduciary and related assets | $2,223,044,000 | 113 |
| Managed Assets ($) | $2,102,078,000 | 82 |
| Non-managed Assets ($) | $120,966,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,486,000 | 91 |
| 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 | $1,900,000 | 121 |
| Number of Managed Accounts | $1,899,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $2,303,713,000 | 114 |
| Managed Assets ($) | $2,176,142,000 | 86 |
| Non-managed Assets ($) | $127,571,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,181,000 | 94 |
| 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 | $1,877,000 | 133 |
| Number of Managed Accounts | $1,876,000 | 95 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $2,074,537,000 | 125 |
| Managed Assets ($) | $1,948,028,000 | 89 |
| Non-managed Assets ($) | $126,509,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,928,000 | 97 |
| 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 | $1,831,000 | 125 |
| Number of Managed Accounts | $1,830,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $1,853,531,000 | 129 |
| Managed Assets ($) | $1,735,705,000 | 94 |
| Non-managed Assets ($) | $117,826,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,891,000 | 97 |
| 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 | $1,890,000 | 125 |
| Number of Managed Accounts | $1,889,000 | 93 |
| Number of Non-Managed Accounts | $1,000 | 424 |
| Total fiduciary and related assets | $1,870,820,000 | 130 |
| Managed Assets ($) | $1,751,771,000 | 94 |
| Non-managed Assets ($) | $119,049,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,929,000 | 101 |
| 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 | $1,851,000 | 124 |
| Number of Managed Accounts | $1,849,000 | 94 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $1,856,448,000 | 133 |
| Managed Assets ($) | $1,737,397,000 | 97 |
| Non-managed Assets ($) | $119,051,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,952,000 | 101 |
| 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 | $1,800,000 | 140 |
| Number of Managed Accounts | $1,798,000 | 104 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $1,965,728,000 | 132 |
| Managed Assets ($) | $1,856,153,000 | 97 |
| Non-managed Assets ($) | $109,575,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,414,000 | 106 |
| 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 | $1,664,000 | 141 |
| Number of Managed Accounts | $1,662,000 | 108 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $1,858,253,000 | 140 |
| Managed Assets ($) | $1,750,280,000 | 101 |
| Non-managed Assets ($) | $107,973,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,679,000 | 111 |
| 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 | $1,637,000 | 145 |
| Number of Managed Accounts | $1,635,000 | 114 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $1,717,078,000 | 146 |
| Managed Assets ($) | $1,609,600,000 | 101 |
| Non-managed Assets ($) | $107,478,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,053,000 | 113 |
| 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 | $1,569,000 | 159 |
| Number of Managed Accounts | $1,567,000 | 123 |
| Number of Non-Managed Accounts | $2,000 | 443 |
| Total fiduciary and related assets | $1,668,368,000 | 146 |
| Managed Assets ($) | $1,570,453,000 | 107 |
| Non-managed Assets ($) | $97,915,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,495,000 | 115 |
| 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 | $1,519,000 | 172 |
| Number of Managed Accounts | $1,517,000 | 129 |
| Number of Non-Managed Accounts | $2,000 | 1,271 |
| Total fiduciary and related assets | $1,546,291,000 | 152 |
| Managed Assets ($) | $1,462,030,000 | 109 |
| Non-managed Assets ($) | $84,261,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,579,000 | 120 |
| 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 | $1,429,000 | 162 |
| Number of Managed Accounts | $1,429,000 | 119 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $1,383,101,000 | 145 |
| Managed Assets ($) | $1,383,101,000 | 109 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,891,000 | 120 |
| 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 | $9,351,000 | 121 |
| 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 | $7,771,000 | 155 |
| 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 | $5,578,000 | 185 |
| 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 | $4,250,000 | 215 |
| 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 | $3,252,000 | 271 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,562,000 | 427 |
| 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 | $456,000 | 764 |
| 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 | $241,000 | 1,010 |
| 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 | $247,000 | 1,025 |