Home > First American Trust, FSB > Fiduciary and Related Services
First American Trust, FSB, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,104,000 | 132 |
| Number of Managed Accounts | $1,658,000 | 126 |
| Number of Non-Managed Accounts | $446,000 | 97 |
| Total fiduciary and related assets | $4,148,817,000 | 121 |
| Managed Assets ($) | $2,152,252,000 | 132 |
| Non-managed Assets ($) | $1,996,565,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,415,000 | 113 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,935,000 | 140 |
| Number of Managed Accounts | $1,491,000 | 138 |
| Number of Non-Managed Accounts | $444,000 | 89 |
| Total fiduciary and related assets | $4,077,850,000 | 122 |
| Managed Assets ($) | $2,165,255,000 | 129 |
| Non-managed Assets ($) | $1,912,595,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,185,000 | 113 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,926,000 | 143 |
| Number of Managed Accounts | $1,489,000 | 139 |
| Number of Non-Managed Accounts | $437,000 | 94 |
| Total fiduciary and related assets | $4,012,253,000 | 121 |
| Managed Assets ($) | $2,140,148,000 | 127 |
| Non-managed Assets ($) | $1,872,105,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,818,000 | 111 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,887,000 | 152 |
| Number of Managed Accounts | $1,448,000 | 145 |
| Number of Non-Managed Accounts | $439,000 | 93 |
| Total fiduciary and related assets | $3,904,405,000 | 129 |
| Managed Assets ($) | $2,066,955,000 | 135 |
| Non-managed Assets ($) | $1,837,450,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,890,000 | 116 |
| 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 | $1,870,000 | 156 |
| Number of Managed Accounts | $1,442,000 | 149 |
| Number of Non-Managed Accounts | $428,000 | 104 |
| Total fiduciary and related assets | $3,858,578,000 | 133 |
| Managed Assets ($) | $2,003,467,000 | 135 |
| Non-managed Assets ($) | $1,855,111,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,751,000 | 119 |
| 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 | $1,848,000 | 155 |
| Number of Managed Accounts | $1,418,000 | 149 |
| Number of Non-Managed Accounts | $430,000 | 94 |
| Total fiduciary and related assets | $3,777,703,000 | 125 |
| Managed Assets ($) | $1,925,605,000 | 132 |
| Non-managed Assets ($) | $1,852,098,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,865,000 | 120 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,860,000 | 138 |
| Number of Managed Accounts | $1,444,000 | 136 |
| Number of Non-Managed Accounts | $416,000 | 85 |
| Total fiduciary and related assets | $3,959,235,000 | 101 |
| Managed Assets ($) | $2,034,144,000 | 110 |
| Non-managed Assets ($) | $1,925,091,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,079,000 | 101 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 141 |
| Number of Managed Accounts | $1,433,000 | 137 |
| Number of Non-Managed Accounts | $381,000 | 91 |
| Total fiduciary and related assets | $4,283,393,000 | 101 |
| Managed Assets ($) | $2,235,657,000 | 109 |
| Non-managed Assets ($) | $2,047,736,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,340,000 | 98 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,787,000 | 146 |
| Number of Managed Accounts | $1,416,000 | 140 |
| Number of Non-Managed Accounts | $371,000 | 100 |
| Total fiduciary and related assets | $4,475,184,000 | 100 |
| Managed Assets ($) | $2,316,260,000 | 107 |
| Non-managed Assets ($) | $2,158,924,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,382,000 | 105 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,702,000 | 147 |
| Number of Managed Accounts | $1,367,000 | 140 |
| Number of Non-Managed Accounts | $335,000 | 100 |
| Total fiduciary and related assets | $4,499,670,000 | 97 |
| Managed Assets ($) | $2,307,324,000 | 109 |
| Non-managed Assets ($) | $2,192,346,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,188,000 | 105 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,651,000 | 153 |
| Number of Managed Accounts | $1,331,000 | 147 |
| Number of Non-Managed Accounts | $320,000 | 103 |
| Total fiduciary and related assets | $4,443,227,000 | 98 |
| Managed Assets ($) | $2,278,920,000 | 110 |
| Non-managed Assets ($) | $2,164,307,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,365,000 | 105 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,715,000 | 147 |
| Number of Managed Accounts | $1,411,000 | 139 |
| Number of Non-Managed Accounts | $304,000 | 106 |
| Total fiduciary and related assets | $4,227,804,000 | 98 |
| Managed Assets ($) | $2,168,357,000 | 110 |
| Non-managed Assets ($) | $2,059,447,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,744,000 | 106 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,693,000 | 152 |
| Number of Managed Accounts | $1,395,000 | 142 |
| Number of Non-Managed Accounts | $298,000 | 123 |
| Total fiduciary and related assets | $4,182,739,000 | 100 |
| Managed Assets ($) | $2,148,624,000 | 109 |
| Non-managed Assets ($) | $2,034,115,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,822,000 | 101 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,654,000 | 151 |
| Number of Managed Accounts | $1,374,000 | 141 |
| Number of Non-Managed Accounts | $280,000 | 110 |
| Total fiduciary and related assets | $4,101,027,000 | 98 |
| Managed Assets ($) | $1,996,028,000 | 110 |
| Non-managed Assets ($) | $2,104,999,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,282,000 | 101 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,590,000 | 157 |
| Number of Managed Accounts | $1,336,000 | 148 |
| Number of Non-Managed Accounts | $254,000 | 124 |
| Total fiduciary and related assets | $3,975,622,000 | 98 |
| Managed Assets ($) | $1,932,531,000 | 111 |
| Non-managed Assets ($) | $2,043,091,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,951,000 | 100 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,536,000 | 159 |
| Number of Managed Accounts | $1,290,000 | 148 |
| Number of Non-Managed Accounts | $246,000 | 122 |
| Total fiduciary and related assets | $3,837,245,000 | 93 |
| Managed Assets ($) | $1,800,661,000 | 110 |
| Non-managed Assets ($) | $2,036,584,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,614,000 | 102 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 166 |
| Number of Managed Accounts | $1,275,000 | 155 |
| Number of Non-Managed Accounts | $242,000 | 149 |
| Total fiduciary and related assets | $4,090,413,000 | 99 |
| Managed Assets ($) | $1,979,979,000 | 113 |
| Non-managed Assets ($) | $2,110,434,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,882,000 | 105 |
| 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 | $1,562,000 | 157 |
| Number of Managed Accounts | $1,280,000 | 148 |
| Number of Non-Managed Accounts | $282,000 | 113 |
| Total fiduciary and related assets | $3,919,985,000 | 99 |
| Managed Assets ($) | $1,933,375,000 | 112 |
| Non-managed Assets ($) | $1,986,610,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,564,000 | 106 |
| 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 | $1,479,000 | 163 |
| Number of Managed Accounts | $1,256,000 | 152 |
| Number of Non-Managed Accounts | $223,000 | 133 |
| Total fiduciary and related assets | $3,837,870,000 | 99 |
| Managed Assets ($) | $1,899,317,000 | 111 |
| Non-managed Assets ($) | $1,938,553,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,318,000 | 107 |
| 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 | $1,471,000 | 162 |
| Number of Managed Accounts | $1,246,000 | 153 |
| Number of Non-Managed Accounts | $225,000 | 134 |
| Total fiduciary and related assets | $3,771,146,000 | 98 |
| Managed Assets ($) | $1,838,118,000 | 117 |
| Non-managed Assets ($) | $1,933,028,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,095,000 | 107 |
| 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 | $1,449,000 | 167 |
| Number of Managed Accounts | $1,227,000 | 155 |
| Number of Non-Managed Accounts | $222,000 | 163 |
| Total fiduciary and related assets | $3,415,491,000 | 100 |
| Managed Assets ($) | $1,527,358,000 | 120 |
| Non-managed Assets ($) | $1,888,133,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,121,000 | 101 |
| 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 | $1,430,000 | 164 |
| Number of Managed Accounts | $1,216,000 | 153 |
| Number of Non-Managed Accounts | $214,000 | 140 |
| Total fiduciary and related assets | $3,622,993,000 | 98 |
| Managed Assets ($) | $1,636,602,000 | 120 |
| Non-managed Assets ($) | $1,986,391,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,890,000 | 98 |
| 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 | $1,391,000 | 169 |
| Number of Managed Accounts | $1,182,000 | 160 |
| Number of Non-Managed Accounts | $209,000 | 141 |
| Total fiduciary and related assets | $3,492,224,000 | 99 |
| Managed Assets ($) | $1,609,067,000 | 119 |
| Non-managed Assets ($) | $1,883,157,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,681,000 | 99 |
| 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 | $1,363,000 | 172 |
| Number of Managed Accounts | $1,149,000 | 161 |
| Number of Non-Managed Accounts | $214,000 | 142 |
| Total fiduciary and related assets | $3,554,990,000 | 100 |
| Managed Assets ($) | $1,547,601,000 | 123 |
| Non-managed Assets ($) | $2,007,389,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,264,000 | 101 |
| 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 | $1,350,000 | 178 |
| Number of Managed Accounts | $1,131,000 | 163 |
| Number of Non-Managed Accounts | $219,000 | 166 |
| Total fiduciary and related assets | $3,475,392,000 | 101 |
| Managed Assets ($) | $1,529,609,000 | 124 |
| Non-managed Assets ($) | $1,945,783,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,118,000 | 105 |
| 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 | $1,336,000 | 176 |
| Number of Managed Accounts | $1,127,000 | 161 |
| Number of Non-Managed Accounts | $209,000 | 138 |
| Total fiduciary and related assets | $3,336,755,000 | 102 |
| Managed Assets ($) | $1,468,828,000 | 124 |
| Non-managed Assets ($) | $1,867,927,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,355,000 | 104 |
| 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 | $1,318,000 | 175 |
| Number of Managed Accounts | $1,115,000 | 158 |
| Number of Non-Managed Accounts | $203,000 | 142 |
| Total fiduciary and related assets | $3,224,414,000 | 102 |
| Managed Assets ($) | $1,421,587,000 | 120 |
| Non-managed Assets ($) | $1,802,827,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,648,000 | 102 |
| 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 | $1,297,000 | 176 |
| Number of Managed Accounts | $1,104,000 | 158 |
| Number of Non-Managed Accounts | $193,000 | 145 |
| Total fiduciary and related assets | $3,113,068,000 | 102 |
| Managed Assets ($) | $1,378,567,000 | 118 |
| Non-managed Assets ($) | $1,734,501,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,897,000 | 102 |
| 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 | $1,285,000 | 178 |
| Number of Managed Accounts | $1,099,000 | 158 |
| Number of Non-Managed Accounts | $186,000 | 189 |
| Total fiduciary and related assets | $3,015,078,000 | 101 |
| Managed Assets ($) | $1,391,003,000 | 116 |
| Non-managed Assets ($) | $1,624,075,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,613,000 | 103 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,246,000 | 177 |
| Number of Managed Accounts | $1,064,000 | 163 |
| Number of Non-Managed Accounts | $182,000 | 154 |
| Total fiduciary and related assets | $3,010,163,000 | 101 |
| Managed Assets ($) | $1,402,922,000 | 118 |
| Non-managed Assets ($) | $1,607,241,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,127,000 | 100 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,233,000 | 179 |
| Number of Managed Accounts | $1,059,000 | 164 |
| Number of Non-Managed Accounts | $174,000 | 160 |
| Total fiduciary and related assets | $2,930,984,000 | 102 |
| Managed Assets ($) | $1,369,891,000 | 119 |
| Non-managed Assets ($) | $1,561,093,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,430,000 | 101 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,228,000 | 178 |
| Number of Managed Accounts | $1,062,000 | 161 |
| Number of Non-Managed Accounts | $166,000 | 164 |
| Total fiduciary and related assets | $2,786,462,000 | 105 |
| Managed Assets ($) | $1,331,712,000 | 121 |
| Non-managed Assets ($) | $1,454,750,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,610,000 | 103 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,226,000 | 184 |
| Number of Managed Accounts | $1,040,000 | 163 |
| Number of Non-Managed Accounts | $186,000 | 199 |
| Total fiduciary and related assets | $2,845,765,000 | 103 |
| Managed Assets ($) | $1,227,387,000 | 122 |
| Non-managed Assets ($) | $1,618,378,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,181,000 | 104 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,227,000 | 179 |
| Number of Managed Accounts | $1,037,000 | 158 |
| Number of Non-Managed Accounts | $190,000 | 154 |
| Total fiduciary and related assets | $2,781,818,000 | 106 |
| Managed Assets ($) | $1,200,370,000 | 122 |
| Non-managed Assets ($) | $1,581,448,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,854,000 | 102 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,249,000 | 180 |
| Number of Managed Accounts | $1,062,000 | 160 |
| Number of Non-Managed Accounts | $187,000 | 152 |
| Total fiduciary and related assets | $2,879,563,000 | 104 |
| Managed Assets ($) | $1,218,681,000 | 125 |
| Non-managed Assets ($) | $1,660,882,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,426,000 | 103 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 178 |
| Number of Managed Accounts | $1,093,000 | 156 |
| Number of Non-Managed Accounts | $165,000 | 166 |
| Total fiduciary and related assets | $2,879,416,000 | 104 |
| Managed Assets ($) | $1,233,995,000 | 122 |
| Non-managed Assets ($) | $1,645,421,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,766,000 | 101 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,300,000 | 177 |
| Number of Managed Accounts | $1,143,000 | 152 |
| Number of Non-Managed Accounts | $157,000 | 228 |
| Total fiduciary and related assets | $2,841,868,000 | 102 |
| Managed Assets ($) | $1,243,376,000 | 121 |
| Non-managed Assets ($) | $1,598,492,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,489,000 | 99 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,307,000 | 171 |
| Number of Managed Accounts | $1,173,000 | 150 |
| Number of Non-Managed Accounts | $134,000 | 176 |
| Total fiduciary and related assets | $2,862,758,000 | 100 |
| Managed Assets ($) | $1,298,339,000 | 118 |
| Non-managed Assets ($) | $1,564,419,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,192,000 | 96 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 171 |
| Number of Managed Accounts | $1,192,000 | 144 |
| Number of Non-Managed Accounts | $131,000 | 175 |
| Total fiduciary and related assets | $2,881,705,000 | 98 |
| Managed Assets ($) | $1,357,661,000 | 114 |
| Non-managed Assets ($) | $1,524,044,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,891,000 | 92 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,367,000 | 168 |
| Number of Managed Accounts | $1,237,000 | 141 |
| Number of Non-Managed Accounts | $130,000 | 180 |
| Total fiduciary and related assets | $2,872,111,000 | 98 |
| Managed Assets ($) | $1,346,760,000 | 113 |
| Non-managed Assets ($) | $1,525,351,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,808,000 | 94 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 168 |
| Number of Managed Accounts | $1,256,000 | 137 |
| Number of Non-Managed Accounts | $129,000 | 259 |
| Total fiduciary and related assets | $2,888,680,000 | 96 |
| Managed Assets ($) | $1,410,264,000 | 110 |
| Non-managed Assets ($) | $1,478,416,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,209,000 | 96 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,379,000 | 160 |
| Number of Managed Accounts | $1,254,000 | 133 |
| Number of Non-Managed Accounts | $125,000 | 190 |
| Total fiduciary and related assets | $2,804,633,000 | 96 |
| Managed Assets ($) | $1,390,599,000 | 106 |
| Non-managed Assets ($) | $1,414,034,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,491,000 | 97 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,389,000 | 157 |
| Number of Managed Accounts | $1,262,000 | 126 |
| Number of Non-Managed Accounts | $127,000 | 193 |
| Total fiduciary and related assets | $2,801,168,000 | 97 |
| Managed Assets ($) | $1,340,891,000 | 107 |
| Non-managed Assets ($) | $1,460,277,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,130,000 | 94 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,394,000 | 159 |
| Number of Managed Accounts | $1,265,000 | 122 |
| Number of Non-Managed Accounts | $129,000 | 191 |
| Total fiduciary and related assets | $2,747,876,000 | 98 |
| Managed Assets ($) | $1,338,918,000 | 108 |
| Non-managed Assets ($) | $1,408,958,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,495,000 | 95 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,389,000 | 164 |
| Number of Managed Accounts | $1,262,000 | 127 |
| Number of Non-Managed Accounts | $127,000 | 277 |
| Total fiduciary and related assets | $2,662,923,000 | 95 |
| Managed Assets ($) | $1,314,166,000 | 107 |
| Non-managed Assets ($) | $1,348,757,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,916,000 | 83 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 156 |
| Number of Managed Accounts | $1,245,000 | 127 |
| Number of Non-Managed Accounts | $131,000 | 180 |
| Total fiduciary and related assets | $2,963,661,000 | 85 |
| Managed Assets ($) | $1,597,693,000 | 95 |
| Non-managed Assets ($) | $1,365,968,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,426,000 | 83 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,384,000 | 151 |
| Number of Managed Accounts | $1,256,000 | 123 |
| Number of Non-Managed Accounts | $128,000 | 187 |
| Total fiduciary and related assets | $2,858,083,000 | 85 |
| Managed Assets ($) | $1,573,363,000 | 92 |
| Non-managed Assets ($) | $1,284,720,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,429,000 | 83 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,439,000 | 148 |
| Number of Managed Accounts | $1,302,000 | 121 |
| Number of Non-Managed Accounts | $137,000 | 181 |
| Total fiduciary and related assets | $2,897,054,000 | 86 |
| Managed Assets ($) | $1,583,732,000 | 93 |
| Non-managed Assets ($) | $1,313,322,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,469,000 | 89 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,446,000 | 151 |
| Number of Managed Accounts | $1,305,000 | 121 |
| Number of Non-Managed Accounts | $141,000 | 256 |
| Total fiduciary and related assets | $2,721,711,000 | 87 |
| Managed Assets ($) | $1,494,628,000 | 93 |
| Non-managed Assets ($) | $1,227,083,000 | 79 |
| 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 | $1,447,000 | 144 |
| Number of Managed Accounts | $1,304,000 | 123 |
| Number of Non-Managed Accounts | $143,000 | 178 |
| Total fiduciary and related assets | $2,705,374,000 | 86 |
| Managed Assets ($) | $1,469,876,000 | 94 |
| Non-managed Assets ($) | $1,235,498,000 | 80 |
| 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 | $1,465,000 | 147 |
| Number of Managed Accounts | $1,321,000 | 121 |
| Number of Non-Managed Accounts | $144,000 | 178 |
| Total fiduciary and related assets | $2,866,830,000 | 87 |
| Managed Assets ($) | $1,553,764,000 | 94 |
| Non-managed Assets ($) | $1,313,066,000 | 78 |
| 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 | $1,499,000 | 141 |
| Number of Managed Accounts | $1,359,000 | 115 |
| Number of Non-Managed Accounts | $140,000 | 185 |
| Total fiduciary and related assets | $2,912,668,000 | 84 |
| Managed Assets ($) | $1,592,927,000 | 89 |
| Non-managed Assets ($) | $1,319,741,000 | 78 |
| 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 | $1,479,000 | 150 |
| Number of Managed Accounts | $1,331,000 | 120 |
| Number of Non-Managed Accounts | $148,000 | 265 |
| Total fiduciary and related assets | $2,788,189,000 | 86 |
| Managed Assets ($) | $1,530,888,000 | 91 |
| Non-managed Assets ($) | $1,257,301,000 | 79 |
| 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 | $1,491,000 | 140 |
| Number of Managed Accounts | $1,337,000 | 114 |
| Number of Non-Managed Accounts | $154,000 | 182 |
| Total fiduciary and related assets | $2,706,824,000 | 88 |
| Managed Assets ($) | $1,501,266,000 | 89 |
| Non-managed Assets ($) | $1,205,558,000 | 78 |
| 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 | $1,512,000 | 140 |
| Number of Managed Accounts | $1,354,000 | 111 |
| Number of Non-Managed Accounts | $158,000 | 176 |
| Total fiduciary and related assets | $4,259,080,000 | 71 |
| Managed Assets ($) | $3,056,745,000 | 59 |
| Non-managed Assets ($) | $1,202,335,000 | 76 |
| 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 | $1,525,000 | 140 |
| Number of Managed Accounts | $1,369,000 | 112 |
| Number of Non-Managed Accounts | $156,000 | 181 |
| Total fiduciary and related assets | $2,831,845,000 | 88 |
| Managed Assets ($) | $1,629,178,000 | 84 |
| Non-managed Assets ($) | $1,202,667,000 | 81 |
| 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 | $1,517,000 | 149 |
| Number of Managed Accounts | $1,363,000 | 115 |
| Number of Non-Managed Accounts | $154,000 | 260 |
| Total fiduciary and related assets | $2,817,683,000 | 88 |
| Managed Assets ($) | $1,546,516,000 | 86 |
| Non-managed Assets ($) | $1,271,167,000 | 80 |
| 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 | $1,550,000 | 137 |
| Number of Managed Accounts | $1,388,000 | 110 |
| Number of Non-Managed Accounts | $162,000 | 173 |
| Total fiduciary and related assets | $2,805,829,000 | 89 |
| Managed Assets ($) | $1,559,366,000 | 86 |
| Non-managed Assets ($) | $1,246,463,000 | 79 |
| 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 | $1,562,000 | 134 |
| Number of Managed Accounts | $1,397,000 | 112 |
| Number of Non-Managed Accounts | $165,000 | 178 |
| Total fiduciary and related assets | $2,663,114,000 | 91 |
| Managed Assets ($) | $1,477,316,000 | 87 |
| Non-managed Assets ($) | $1,185,798,000 | 78 |
| 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 | $1,567,000 | 130 |
| Number of Managed Accounts | $1,395,000 | 111 |
| Number of Non-Managed Accounts | $172,000 | 172 |
| Total fiduciary and related assets | $2,422,863,000 | 95 |
| Managed Assets ($) | $1,383,378,000 | 87 |
| Non-managed Assets ($) | $1,039,485,000 | 80 |
| 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 | $1,601,000 | 142 |
| Number of Managed Accounts | $1,425,000 | 109 |
| Number of Non-Managed Accounts | $176,000 | 244 |
| Total fiduciary and related assets | $3,286,844,000 | 83 |
| Managed Assets ($) | $2,168,845,000 | 72 |
| Non-managed Assets ($) | $1,117,999,000 | 81 |
| 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 | $1,584,000 | 135 |
| Number of Managed Accounts | $1,410,000 | 110 |
| Number of Non-Managed Accounts | $174,000 | 175 |
| Total fiduciary and related assets | $3,677,198,000 | 83 |
| Managed Assets ($) | $2,257,491,000 | 74 |
| Non-managed Assets ($) | $1,419,707,000 | 77 |
| 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 | $1,592,000 | 138 |
| Number of Managed Accounts | $1,419,000 | 108 |
| Number of Non-Managed Accounts | $173,000 | 177 |
| Total fiduciary and related assets | $3,698,882,000 | 87 |
| Managed Assets ($) | $2,200,171,000 | 82 |
| Non-managed Assets ($) | $1,498,711,000 | 79 |
| 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 | $1,567,000 | 139 |
| Number of Managed Accounts | $1,398,000 | 113 |
| Number of Non-Managed Accounts | $169,000 | 180 |
| Total fiduciary and related assets | $3,570,842,000 | 91 |
| Managed Assets ($) | $2,102,001,000 | 84 |
| Non-managed Assets ($) | $1,468,841,000 | 82 |
| 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 | $1,532,000 | 148 |
| Number of Managed Accounts | $1,367,000 | 118 |
| Number of Non-Managed Accounts | $165,000 | 262 |
| Total fiduciary and related assets | $3,582,620,000 | 90 |
| Managed Assets ($) | $2,018,639,000 | 85 |
| Non-managed Assets ($) | $1,563,981,000 | 80 |
| 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 | $1,508,000 | 140 |
| Number of Managed Accounts | $1,344,000 | 120 |
| Number of Non-Managed Accounts | $164,000 | 179 |
| Total fiduciary and related assets | $3,408,707,000 | 92 |
| Managed Assets ($) | $1,901,384,000 | 90 |
| Non-managed Assets ($) | $1,507,323,000 | 81 |
| 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 | $1,464,000 | 149 |
| Number of Managed Accounts | $1,300,000 | 124 |
| Number of Non-Managed Accounts | $164,000 | 185 |
| Total fiduciary and related assets | $3,333,154,000 | 96 |
| Managed Assets ($) | $1,792,784,000 | 96 |
| Non-managed Assets ($) | $1,540,370,000 | 87 |
| 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 | $1,456,000 | 147 |
| Number of Managed Accounts | $1,284,000 | 123 |
| Number of Non-Managed Accounts | $172,000 | 181 |
| Total fiduciary and related assets | $3,214,677,000 | 95 |
| Managed Assets ($) | $1,754,058,000 | 95 |
| Non-managed Assets ($) | $1,460,619,000 | 88 |
| 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 | $1,432,000 | 163 |
| Number of Managed Accounts | $1,253,000 | 128 |
| Number of Non-Managed Accounts | $179,000 | 255 |
| Total fiduciary and related assets | $3,151,477,000 | 95 |
| Managed Assets ($) | $1,755,741,000 | 92 |
| Non-managed Assets ($) | $1,395,736,000 | 89 |
| 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 | $1,405,000 | 157 |
| Number of Managed Accounts | $1,222,000 | 133 |
| Number of Non-Managed Accounts | $183,000 | 186 |
| Total fiduciary and related assets | $3,022,272,000 | 98 |
| Managed Assets ($) | $1,710,255,000 | 94 |
| Non-managed Assets ($) | $1,312,017,000 | 96 |
| 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 | $1,377,000 | 161 |
| Number of Managed Accounts | $1,198,000 | 142 |
| Number of Non-Managed Accounts | $179,000 | 194 |
| Total fiduciary and related assets | $3,028,256,000 | 103 |
| Managed Assets ($) | $1,736,650,000 | 97 |
| Non-managed Assets ($) | $1,291,606,000 | 100 |
| 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 | $1,341,000 | 166 |
| Number of Managed Accounts | $1,157,000 | 147 |
| Number of Non-Managed Accounts | $184,000 | 195 |
| Total fiduciary and related assets | $2,891,866,000 | 106 |
| Managed Assets ($) | $1,681,094,000 | 97 |
| Non-managed Assets ($) | $1,210,772,000 | 104 |
| 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 | $1,353,000 | 172 |
| Number of Managed Accounts | $1,163,000 | 146 |
| Number of Non-Managed Accounts | $190,000 | 264 |
| Total fiduciary and related assets | $2,822,846,000 | 105 |
| Managed Assets ($) | $1,699,229,000 | 96 |
| Non-managed Assets ($) | $1,123,617,000 | 109 |
| 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 | $1,355,000 | 156 |
| Number of Managed Accounts | $1,166,000 | 140 |
| Number of Non-Managed Accounts | $189,000 | 189 |
| Total fiduciary and related assets | $2,940,837,000 | 103 |
| Managed Assets ($) | $1,827,707,000 | 92 |
| Non-managed Assets ($) | $1,113,130,000 | 105 |
| 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 | $1,341,000 | 161 |
| Number of Managed Accounts | $1,152,000 | 142 |
| Number of Non-Managed Accounts | $189,000 | 192 |
| Total fiduciary and related assets | $2,881,984,000 | 101 |
| Managed Assets ($) | $1,747,014,000 | 90 |
| Non-managed Assets ($) | $1,134,970,000 | 102 |
| 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 | $1,311,000 | 164 |
| Number of Managed Accounts | $1,121,000 | 144 |
| Number of Non-Managed Accounts | $190,000 | 192 |
| Total fiduciary and related assets | $2,882,312,000 | 105 |
| Managed Assets ($) | $1,789,150,000 | 94 |
| Non-managed Assets ($) | $1,093,162,000 | 108 |
| 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 | $1,340,000 | 176 |
| Number of Managed Accounts | $1,144,000 | 144 |
| Number of Non-Managed Accounts | $196,000 | 263 |
| Total fiduciary and related assets | $2,751,980,000 | 113 |
| Managed Assets ($) | $1,780,488,000 | 94 |
| Non-managed Assets ($) | $971,492,000 | 116 |
| 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 | $1,308,000 | 164 |
| Number of Managed Accounts | $1,122,000 | 144 |
| Number of Non-Managed Accounts | $186,000 | 195 |
| Total fiduciary and related assets | $2,510,077,000 | 116 |
| Managed Assets ($) | $1,585,693,000 | 98 |
| Non-managed Assets ($) | $924,384,000 | 114 |
| 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 | $1,317,000 | 164 |
| Number of Managed Accounts | $1,136,000 | 144 |
| Number of Non-Managed Accounts | $181,000 | 204 |
| Total fiduciary and related assets | $2,271,920,000 | 120 |
| Managed Assets ($) | $1,362,331,000 | 105 |
| Non-managed Assets ($) | $909,589,000 | 120 |
| 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 | $1,269,000 | 169 |
| Number of Managed Accounts | $1,105,000 | 145 |
| Number of Non-Managed Accounts | $164,000 | 218 |
| Total fiduciary and related assets | $2,322,793,000 | 119 |
| Managed Assets ($) | $1,470,406,000 | 103 |
| Non-managed Assets ($) | $852,387,000 | 119 |
| 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 | $1,267,000 | 188 |
| Number of Managed Accounts | $1,090,000 | 152 |
| Number of Non-Managed Accounts | $177,000 | 296 |
| Total fiduciary and related assets | $2,020,589,000 | 130 |
| Managed Assets ($) | $1,247,962,000 | 115 |
| Non-managed Assets ($) | $772,627,000 | 124 |
| 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 | $1,269,000 | 181 |
| Number of Managed Accounts | $1,088,000 | 152 |
| Number of Non-Managed Accounts | $181,000 | 215 |
| Total fiduciary and related assets | $1,970,423,000 | 136 |
| Managed Assets ($) | $1,217,486,000 | 117 |
| Non-managed Assets ($) | $752,937,000 | 128 |
| 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 | $1,270,000 | 182 |
| Number of Managed Accounts | $1,095,000 | 153 |
| Number of Non-Managed Accounts | $175,000 | 232 |
| Total fiduciary and related assets | $1,863,328,000 | 140 |
| Managed Assets ($) | $1,172,039,000 | 117 |
| Non-managed Assets ($) | $691,289,000 | 135 |
| 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 | $1,298,000 | 183 |
| Number of Managed Accounts | $1,118,000 | 156 |
| Number of Non-Managed Accounts | $180,000 | 238 |
| Total fiduciary and related assets | $1,711,156,000 | 144 |
| Managed Assets ($) | $1,057,485,000 | 122 |
| Non-managed Assets ($) | $653,671,000 | 139 |
| 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 | $1,310,000 | 195 |
| Number of Managed Accounts | $1,125,000 | 163 |
| Number of Non-Managed Accounts | $185,000 | 310 |
| Total fiduciary and related assets | $1,675,857,000 | 146 |
| Managed Assets ($) | $1,072,314,000 | 123 |
| Non-managed Assets ($) | $603,543,000 | 144 |
| 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 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |