Home > First-Citizens Bank & Trust Company > Fiduciary and Related Services
First-Citizens Bank & Trust Company, 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 | $5,931,000 | 59 |
| Number of Managed Accounts | $5,435,000 | 43 |
| Number of Non-Managed Accounts | $496,000 | 88 |
| Total fiduciary and related assets | $17,578,345,000 | 56 |
| Managed Assets ($) | $15,561,635,000 | 34 |
| Non-managed Assets ($) | $2,016,710,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,584,000 | 48 |
| 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 | $5,898,000 | 61 |
| Number of Managed Accounts | $5,407,000 | 47 |
| Number of Non-Managed Accounts | $491,000 | 85 |
| Total fiduciary and related assets | $16,250,240,000 | 58 |
| Managed Assets ($) | $14,398,040,000 | 37 |
| Non-managed Assets ($) | $1,852,200,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,402,000 | 49 |
| 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 | $5,851,000 | 61 |
| Number of Managed Accounts | $5,351,000 | 46 |
| Number of Non-Managed Accounts | $500,000 | 86 |
| Total fiduciary and related assets | $16,569,903,000 | 56 |
| Managed Assets ($) | $14,695,182,000 | 36 |
| Non-managed Assets ($) | $1,874,721,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,731,000 | 49 |
| 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 | $5,767,000 | 64 |
| Number of Managed Accounts | $5,272,000 | 48 |
| Number of Non-Managed Accounts | $495,000 | 87 |
| Total fiduciary and related assets | $15,769,199,000 | 63 |
| Managed Assets ($) | $14,016,828,000 | 39 |
| Non-managed Assets ($) | $1,752,371,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,822,000 | 53 |
| 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 | $4,908,000 | 71 |
| Number of Managed Accounts | $4,444,000 | 56 |
| Number of Non-Managed Accounts | $464,000 | 95 |
| Total fiduciary and related assets | $13,410,897,000 | 68 |
| Managed Assets ($) | $10,874,928,000 | 47 |
| Non-managed Assets ($) | $2,535,969,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,410,000 | 56 |
| 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 | $4,781,000 | 71 |
| Number of Managed Accounts | $4,324,000 | 57 |
| Number of Non-Managed Accounts | $457,000 | 91 |
| Total fiduciary and related assets | $12,738,460,000 | 67 |
| Managed Assets ($) | $10,367,324,000 | 48 |
| Non-managed Assets ($) | $2,371,136,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,614,000 | 57 |
| 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 | $4,649,000 | 63 |
| Number of Managed Accounts | $4,195,000 | 54 |
| Number of Non-Managed Accounts | $454,000 | 81 |
| Total fiduciary and related assets | $12,534,395,000 | 57 |
| Managed Assets ($) | $9,952,445,000 | 42 |
| Non-managed Assets ($) | $2,581,950,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,921,000 | 47 |
| 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 | $4,552,000 | 63 |
| Number of Managed Accounts | $4,101,000 | 55 |
| Number of Non-Managed Accounts | $451,000 | 78 |
| Total fiduciary and related assets | $12,014,626,000 | 59 |
| Managed Assets ($) | $10,371,645,000 | 42 |
| Non-managed Assets ($) | $1,642,981,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,464,000 | 44 |
| 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 | $4,449,000 | 62 |
| Number of Managed Accounts | $3,976,000 | 54 |
| Number of Non-Managed Accounts | $473,000 | 83 |
| Total fiduciary and related assets | $12,403,874,000 | 57 |
| Managed Assets ($) | $10,704,046,000 | 41 |
| Non-managed Assets ($) | $1,699,828,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,188,000 | 48 |
| 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 | $4,239,000 | 69 |
| Number of Managed Accounts | $3,771,000 | 59 |
| Number of Non-Managed Accounts | $468,000 | 82 |
| Total fiduciary and related assets | $11,928,561,000 | 57 |
| Managed Assets ($) | $10,162,239,000 | 41 |
| Non-managed Assets ($) | $1,766,322,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,140,000 | 48 |
| 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 | $4,133,000 | 69 |
| Number of Managed Accounts | $3,666,000 | 61 |
| Number of Non-Managed Accounts | $467,000 | 84 |
| Total fiduciary and related assets | $11,794,257,000 | 56 |
| Managed Assets ($) | $10,048,621,000 | 43 |
| Non-managed Assets ($) | $1,745,636,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,416,000 | 48 |
| 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 | $4,033,000 | 70 |
| Number of Managed Accounts | $3,562,000 | 61 |
| Number of Non-Managed Accounts | $471,000 | 84 |
| Total fiduciary and related assets | $11,304,880,000 | 56 |
| Managed Assets ($) | $9,730,324,000 | 42 |
| Non-managed Assets ($) | $1,574,556,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,543,000 | 47 |
| 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 | $3,948,000 | 72 |
| Number of Managed Accounts | $3,472,000 | 66 |
| Number of Non-Managed Accounts | $476,000 | 92 |
| Total fiduciary and related assets | $11,512,236,000 | 56 |
| Managed Assets ($) | $9,245,943,000 | 44 |
| Non-managed Assets ($) | $2,266,293,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,379,000 | 50 |
| 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 | $3,981,000 | 71 |
| Number of Managed Accounts | $3,499,000 | 63 |
| Number of Non-Managed Accounts | $482,000 | 84 |
| Total fiduciary and related assets | $10,420,565,000 | 55 |
| Managed Assets ($) | $8,351,259,000 | 44 |
| Non-managed Assets ($) | $2,069,306,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,862,000 | 50 |
| 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 | $3,938,000 | 70 |
| Number of Managed Accounts | $3,482,000 | 63 |
| Number of Non-Managed Accounts | $456,000 | 89 |
| Total fiduciary and related assets | $9,842,052,000 | 56 |
| Managed Assets ($) | $7,939,990,000 | 44 |
| Non-managed Assets ($) | $1,902,062,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,836,000 | 50 |
| 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 | $3,966,000 | 68 |
| Number of Managed Accounts | $3,523,000 | 62 |
| Number of Non-Managed Accounts | $443,000 | 87 |
| Total fiduciary and related assets | $8,950,677,000 | 56 |
| Managed Assets ($) | $7,235,719,000 | 45 |
| Non-managed Assets ($) | $1,714,958,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,176,000 | 48 |
| 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 | $3,963,000 | 69 |
| Number of Managed Accounts | $3,517,000 | 59 |
| Number of Non-Managed Accounts | $446,000 | 96 |
| Total fiduciary and related assets | $9,764,294,000 | 57 |
| Managed Assets ($) | $7,887,568,000 | 46 |
| Non-managed Assets ($) | $1,876,726,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,074,000 | 49 |
| 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 | $4,970,000 | 57 |
| Number of Managed Accounts | $4,521,000 | 50 |
| Number of Non-Managed Accounts | $449,000 | 88 |
| Total fiduciary and related assets | $9,503,979,000 | 58 |
| Managed Assets ($) | $7,697,403,000 | 48 |
| Non-managed Assets ($) | $1,806,576,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,657,000 | 49 |
| 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 | $4,873,000 | 59 |
| Number of Managed Accounts | $4,403,000 | 51 |
| Number of Non-Managed Accounts | $470,000 | 90 |
| Total fiduciary and related assets | $9,272,566,000 | 58 |
| Managed Assets ($) | $7,489,413,000 | 48 |
| Non-managed Assets ($) | $1,783,153,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,957,000 | 50 |
| 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 | $4,901,000 | 59 |
| Number of Managed Accounts | $4,419,000 | 50 |
| Number of Non-Managed Accounts | $482,000 | 90 |
| Total fiduciary and related assets | $9,153,723,000 | 58 |
| Managed Assets ($) | $7,432,001,000 | 47 |
| Non-managed Assets ($) | $1,721,722,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,314,000 | 49 |
| 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 | $4,920,000 | 61 |
| Number of Managed Accounts | $4,418,000 | 50 |
| Number of Non-Managed Accounts | $502,000 | 96 |
| Total fiduciary and related assets | $8,525,473,000 | 57 |
| Managed Assets ($) | $6,679,243,000 | 48 |
| Non-managed Assets ($) | $1,846,230,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,869,000 | 50 |
| 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 | $4,753,000 | 62 |
| Number of Managed Accounts | $4,299,000 | 51 |
| Number of Non-Managed Accounts | $454,000 | 95 |
| Total fiduciary and related assets | $9,036,500,000 | 57 |
| Managed Assets ($) | $7,104,724,000 | 48 |
| Non-managed Assets ($) | $1,931,776,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,128,000 | 49 |
| 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 | $4,719,000 | 61 |
| Number of Managed Accounts | $4,292,000 | 50 |
| Number of Non-Managed Accounts | $427,000 | 96 |
| Total fiduciary and related assets | $8,667,325,000 | 58 |
| Managed Assets ($) | $6,779,962,000 | 47 |
| Non-managed Assets ($) | $1,887,363,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,555,000 | 48 |
| 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 | $4,707,000 | 62 |
| Number of Managed Accounts | $4,271,000 | 50 |
| Number of Non-Managed Accounts | $436,000 | 96 |
| Total fiduciary and related assets | $8,445,402,000 | 59 |
| Managed Assets ($) | $5,928,305,000 | 48 |
| Non-managed Assets ($) | $2,517,097,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,957,000 | 49 |
| 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 | $4,658,000 | 64 |
| Number of Managed Accounts | $4,227,000 | 51 |
| Number of Non-Managed Accounts | $431,000 | 105 |
| Total fiduciary and related assets | $8,343,827,000 | 60 |
| Managed Assets ($) | $5,844,183,000 | 49 |
| Non-managed Assets ($) | $2,499,644,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,133,000 | 51 |
| 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 | $4,604,000 | 65 |
| Number of Managed Accounts | $4,317,000 | 50 |
| Number of Non-Managed Accounts | $287,000 | 116 |
| Total fiduciary and related assets | $8,096,874,000 | 61 |
| Managed Assets ($) | $5,784,524,000 | 49 |
| Non-managed Assets ($) | $2,312,350,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,714,000 | 51 |
| 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 | $4,541,000 | 62 |
| Number of Managed Accounts | $4,260,000 | 49 |
| Number of Non-Managed Accounts | $281,000 | 117 |
| Total fiduciary and related assets | $7,928,336,000 | 60 |
| Managed Assets ($) | $5,664,642,000 | 49 |
| Non-managed Assets ($) | $2,263,694,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,745,000 | 50 |
| 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 | $4,672,000 | 63 |
| Number of Managed Accounts | $4,392,000 | 49 |
| Number of Non-Managed Accounts | $280,000 | 118 |
| Total fiduciary and related assets | $7,699,273,000 | 60 |
| Managed Assets ($) | $5,548,342,000 | 49 |
| Non-managed Assets ($) | $2,150,931,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,433,000 | 51 |
| 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 | $4,759,000 | 61 |
| Number of Managed Accounts | $4,479,000 | 49 |
| Number of Non-Managed Accounts | $280,000 | 136 |
| Total fiduciary and related assets | $7,310,422,000 | 60 |
| Managed Assets ($) | $5,260,893,000 | 50 |
| Non-managed Assets ($) | $2,049,529,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,832,000 | 53 |
| 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 | $5,119,000 | 58 |
| Number of Managed Accounts | $4,831,000 | 42 |
| Number of Non-Managed Accounts | $288,000 | 118 |
| Total fiduciary and related assets | $7,275,370,000 | 60 |
| Managed Assets ($) | $5,379,258,000 | 50 |
| Non-managed Assets ($) | $1,896,112,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,609,000 | 51 |
| 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 | $5,113,000 | 57 |
| Number of Managed Accounts | $4,822,000 | 41 |
| Number of Non-Managed Accounts | $291,000 | 117 |
| Total fiduciary and related assets | $7,042,052,000 | 60 |
| Managed Assets ($) | $5,200,879,000 | 50 |
| Non-managed Assets ($) | $1,841,173,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,947,000 | 51 |
| 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 | $5,053,000 | 58 |
| Number of Managed Accounts | $4,746,000 | 42 |
| Number of Non-Managed Accounts | $307,000 | 112 |
| Total fiduciary and related assets | $7,019,384,000 | 61 |
| Managed Assets ($) | $5,036,197,000 | 50 |
| Non-managed Assets ($) | $1,983,187,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,145,000 | 52 |
| 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 | $5,006,000 | 55 |
| Number of Managed Accounts | $4,696,000 | 42 |
| Number of Non-Managed Accounts | $310,000 | 127 |
| Total fiduciary and related assets | $6,926,105,000 | 62 |
| Managed Assets ($) | $4,945,624,000 | 49 |
| Non-managed Assets ($) | $1,980,481,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,778,000 | 49 |
| 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 | $5,117,000 | 51 |
| Number of Managed Accounts | $4,801,000 | 38 |
| Number of Non-Managed Accounts | $316,000 | 112 |
| Total fiduciary and related assets | $6,764,820,000 | 62 |
| Managed Assets ($) | $4,848,338,000 | 49 |
| Non-managed Assets ($) | $1,916,482,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,713,000 | 48 |
| 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 | $5,079,000 | 53 |
| Number of Managed Accounts | $4,765,000 | 40 |
| Number of Non-Managed Accounts | $314,000 | 114 |
| Total fiduciary and related assets | $7,133,162,000 | 62 |
| Managed Assets ($) | $5,132,042,000 | 51 |
| Non-managed Assets ($) | $2,001,120,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,901,000 | 50 |
| 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 | $4,683,000 | 58 |
| Number of Managed Accounts | $4,383,000 | 44 |
| Number of Non-Managed Accounts | $300,000 | 124 |
| Total fiduciary and related assets | $7,353,445,000 | 63 |
| Managed Assets ($) | $5,126,842,000 | 51 |
| Non-managed Assets ($) | $2,226,603,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,587,000 | 52 |
| 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 | $3,606,000 | 73 |
| Number of Managed Accounts | $3,314,000 | 55 |
| Number of Non-Managed Accounts | $292,000 | 152 |
| Total fiduciary and related assets | $5,747,711,000 | 67 |
| Managed Assets ($) | $3,889,388,000 | 56 |
| Non-managed Assets ($) | $1,858,323,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,049,000 | 57 |
| 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 | $3,629,000 | 69 |
| Number of Managed Accounts | $3,345,000 | 52 |
| Number of Non-Managed Accounts | $284,000 | 128 |
| Total fiduciary and related assets | $5,700,372,000 | 68 |
| Managed Assets ($) | $3,855,424,000 | 56 |
| Non-managed Assets ($) | $1,844,948,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,324,000 | 57 |
| 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 | $3,664,000 | 68 |
| Number of Managed Accounts | $3,389,000 | 50 |
| Number of Non-Managed Accounts | $275,000 | 127 |
| Total fiduciary and related assets | $5,767,564,000 | 67 |
| Managed Assets ($) | $3,867,719,000 | 55 |
| Non-managed Assets ($) | $1,899,845,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,489,000 | 57 |
| 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 | $3,842,000 | 66 |
| Number of Managed Accounts | $3,568,000 | 50 |
| Number of Non-Managed Accounts | $274,000 | 129 |
| Total fiduciary and related assets | $5,576,602,000 | 68 |
| Managed Assets ($) | $3,730,498,000 | 57 |
| Non-managed Assets ($) | $1,846,104,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,470,000 | 58 |
| 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 | $3,965,000 | 65 |
| Number of Managed Accounts | $3,684,000 | 50 |
| Number of Non-Managed Accounts | $281,000 | 154 |
| Total fiduciary and related assets | $5,419,042,000 | 68 |
| Managed Assets ($) | $3,662,990,000 | 56 |
| Non-managed Assets ($) | $1,756,052,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,252,000 | 57 |
| 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 | $4,031,000 | 62 |
| Number of Managed Accounts | $3,739,000 | 49 |
| Number of Non-Managed Accounts | $292,000 | 123 |
| Total fiduciary and related assets | $6,943,516,000 | 61 |
| Managed Assets ($) | $5,222,431,000 | 47 |
| Non-managed Assets ($) | $1,721,085,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,818,000 | 59 |
| 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 | $4,033,000 | 62 |
| Number of Managed Accounts | $3,753,000 | 47 |
| Number of Non-Managed Accounts | $280,000 | 127 |
| Total fiduciary and related assets | $6,619,695,000 | 60 |
| Managed Assets ($) | $5,050,292,000 | 47 |
| Non-managed Assets ($) | $1,569,403,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,841,000 | 58 |
| 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 | $4,025,000 | 60 |
| Number of Managed Accounts | $3,757,000 | 45 |
| Number of Non-Managed Accounts | $268,000 | 133 |
| Total fiduciary and related assets | $6,594,764,000 | 62 |
| Managed Assets ($) | $5,033,804,000 | 48 |
| Non-managed Assets ($) | $1,560,960,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,649,000 | 58 |
| 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 | $4,031,000 | 60 |
| Number of Managed Accounts | $3,767,000 | 45 |
| Number of Non-Managed Accounts | $264,000 | 178 |
| Total fiduciary and related assets | $6,201,809,000 | 61 |
| Managed Assets ($) | $4,750,161,000 | 48 |
| Non-managed Assets ($) | $1,451,648,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,105,000 | 57 |
| 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 | $3,981,000 | 58 |
| Number of Managed Accounts | $3,711,000 | 43 |
| Number of Non-Managed Accounts | $270,000 | 128 |
| Total fiduciary and related assets | $6,172,370,000 | 61 |
| Managed Assets ($) | $4,752,369,000 | 47 |
| Non-managed Assets ($) | $1,420,001,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,508,000 | 58 |
| 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 | $4,069,000 | 59 |
| Number of Managed Accounts | $3,689,000 | 43 |
| Number of Non-Managed Accounts | $380,000 | 109 |
| Total fiduciary and related assets | $5,924,115,000 | 61 |
| Managed Assets ($) | $4,587,936,000 | 47 |
| Non-managed Assets ($) | $1,336,179,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,095,000 | 58 |
| 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 | $4,041,000 | 61 |
| Number of Managed Accounts | $3,671,000 | 44 |
| Number of Non-Managed Accounts | $370,000 | 112 |
| Total fiduciary and related assets | $6,033,160,000 | 61 |
| Managed Assets ($) | $4,644,327,000 | 48 |
| Non-managed Assets ($) | $1,388,833,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,202,000 | 59 |
| 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 | $4,036,000 | 62 |
| Number of Managed Accounts | $3,720,000 | 42 |
| Number of Non-Managed Accounts | $316,000 | 153 |
| Total fiduciary and related assets | $5,553,861,000 | 62 |
| Managed Assets ($) | $4,277,517,000 | 48 |
| Non-managed Assets ($) | $1,276,344,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,583,000 | 48 |
| 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 | $4,064,000 | 63 |
| Number of Managed Accounts | $3,749,000 | 44 |
| Number of Non-Managed Accounts | $315,000 | 122 |
| Total fiduciary and related assets | $5,168,621,000 | 64 |
| Managed Assets ($) | $3,995,752,000 | 50 |
| Non-managed Assets ($) | $1,172,869,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,178,000 | 49 |
| 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 | $4,019,000 | 65 |
| Number of Managed Accounts | $3,710,000 | 44 |
| Number of Non-Managed Accounts | $309,000 | 124 |
| Total fiduciary and related assets | $5,662,990,000 | 65 |
| Managed Assets ($) | $4,350,613,000 | 52 |
| Non-managed Assets ($) | $1,312,377,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,825,000 | 49 |
| 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 | $3,904,000 | 67 |
| Number of Managed Accounts | $3,589,000 | 47 |
| Number of Non-Managed Accounts | $315,000 | 124 |
| Total fiduciary and related assets | $6,761,301,000 | 63 |
| Managed Assets ($) | $5,474,801,000 | 47 |
| Non-managed Assets ($) | $1,286,500,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,041,000 | 46 |
| 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 | $3,820,000 | 71 |
| Number of Managed Accounts | $3,490,000 | 47 |
| Number of Non-Managed Accounts | $330,000 | 151 |
| Total fiduciary and related assets | $6,471,122,000 | 64 |
| Managed Assets ($) | $5,237,461,000 | 49 |
| Non-managed Assets ($) | $1,233,661,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,276,000 | 49 |
| 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 | $4,269,000 | 63 |
| Number of Managed Accounts | $3,743,000 | 43 |
| Number of Non-Managed Accounts | $526,000 | 95 |
| Total fiduciary and related assets | $6,130,543,000 | 64 |
| Managed Assets ($) | $4,910,700,000 | 48 |
| Non-managed Assets ($) | $1,219,843,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,276,000 | 50 |
| 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 | $4,158,000 | 65 |
| Number of Managed Accounts | $3,527,000 | 45 |
| Number of Non-Managed Accounts | $631,000 | 89 |
| Total fiduciary and related assets | $5,886,513,000 | 64 |
| Managed Assets ($) | $4,561,395,000 | 47 |
| Non-managed Assets ($) | $1,325,118,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,602,000 | 51 |
| 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 | $4,088,000 | 67 |
| Number of Managed Accounts | $3,285,000 | 48 |
| Number of Non-Managed Accounts | $803,000 | 81 |
| Total fiduciary and related assets | $6,106,479,000 | 62 |
| Managed Assets ($) | $4,655,520,000 | 48 |
| Non-managed Assets ($) | $1,450,959,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,679,000 | 51 |
| 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 | $5,015,000 | 60 |
| Number of Managed Accounts | $3,213,000 | 53 |
| Number of Non-Managed Accounts | $1,802,000 | 58 |
| Total fiduciary and related assets | $6,643,499,000 | 61 |
| Managed Assets ($) | $4,502,515,000 | 49 |
| Non-managed Assets ($) | $2,140,984,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,539,000 | 54 |
| 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 | $4,352,000 | 67 |
| Number of Managed Accounts | $3,164,000 | 55 |
| Number of Non-Managed Accounts | $1,188,000 | 63 |
| Total fiduciary and related assets | $6,718,138,000 | 62 |
| Managed Assets ($) | $4,428,364,000 | 51 |
| Non-managed Assets ($) | $2,289,774,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,960,000 | 55 |
| 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 | $4,287,000 | 70 |
| Number of Managed Accounts | $3,081,000 | 59 |
| Number of Non-Managed Accounts | $1,206,000 | 62 |
| Total fiduciary and related assets | $6,651,587,000 | 60 |
| Managed Assets ($) | $4,648,312,000 | 51 |
| Non-managed Assets ($) | $2,003,275,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,077,000 | 57 |
| 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 | $4,282,000 | 67 |
| Number of Managed Accounts | $3,060,000 | 58 |
| Number of Non-Managed Accounts | $1,222,000 | 57 |
| Total fiduciary and related assets | $5,649,414,000 | 62 |
| Managed Assets ($) | $4,035,026,000 | 52 |
| Non-managed Assets ($) | $1,614,388,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,112,000 | 57 |
| 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 | $4,277,000 | 73 |
| Number of Managed Accounts | $3,070,000 | 59 |
| Number of Non-Managed Accounts | $1,207,000 | 71 |
| Total fiduciary and related assets | $6,054,521,000 | 64 |
| Managed Assets ($) | $4,228,521,000 | 52 |
| Non-managed Assets ($) | $1,826,000,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,129,000 | 55 |
| 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 | $4,193,000 | 69 |
| Number of Managed Accounts | $3,083,000 | 59 |
| Number of Non-Managed Accounts | $1,110,000 | 69 |
| Total fiduciary and related assets | $7,372,402,000 | 64 |
| Managed Assets ($) | $5,046,654,000 | 49 |
| Non-managed Assets ($) | $2,325,748,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,340,000 | 57 |
| 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 | $4,182,000 | 72 |
| Number of Managed Accounts | $3,057,000 | 59 |
| Number of Non-Managed Accounts | $1,125,000 | 68 |
| Total fiduciary and related assets | $8,090,889,000 | 67 |
| Managed Assets ($) | $6,053,077,000 | 52 |
| Non-managed Assets ($) | $2,037,812,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,199,000 | 59 |
| 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 | $3,895,000 | 76 |
| Number of Managed Accounts | $2,766,000 | 67 |
| Number of Non-Managed Accounts | $1,129,000 | 67 |
| Total fiduciary and related assets | $8,229,834,000 | 65 |
| Managed Assets ($) | $6,163,004,000 | 50 |
| Non-managed Assets ($) | $2,066,830,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,894,000 | 58 |
| 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 | $3,908,000 | 78 |
| Number of Managed Accounts | $2,786,000 | 66 |
| Number of Non-Managed Accounts | $1,122,000 | 75 |
| Total fiduciary and related assets | $8,549,264,000 | 63 |
| Managed Assets ($) | $6,513,603,000 | 50 |
| Non-managed Assets ($) | $2,035,661,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,207,000 | 59 |
| 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 | $3,906,000 | 71 |
| Number of Managed Accounts | $2,771,000 | 64 |
| Number of Non-Managed Accounts | $1,135,000 | 66 |
| Total fiduciary and related assets | $8,434,857,000 | 63 |
| Managed Assets ($) | $6,661,679,000 | 50 |
| Non-managed Assets ($) | $1,773,178,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,088,000 | 59 |
| 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 | $3,791,000 | 75 |
| Number of Managed Accounts | $2,647,000 | 66 |
| Number of Non-Managed Accounts | $1,144,000 | 64 |
| Total fiduciary and related assets | $8,331,540,000 | 66 |
| Managed Assets ($) | $6,443,529,000 | 50 |
| Non-managed Assets ($) | $1,888,011,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,311,000 | 61 |
| 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 | $3,683,000 | 74 |
| Number of Managed Accounts | $2,542,000 | 65 |
| Number of Non-Managed Accounts | $1,141,000 | 63 |
| Total fiduciary and related assets | $8,228,258,000 | 65 |
| Managed Assets ($) | $6,147,761,000 | 49 |
| Non-managed Assets ($) | $2,080,497,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,285,000 | 61 |
| 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 | $3,487,000 | 80 |
| Number of Managed Accounts | $2,364,000 | 70 |
| Number of Non-Managed Accounts | $1,123,000 | 75 |
| Total fiduciary and related assets | $8,146,804,000 | 65 |
| Managed Assets ($) | $5,994,083,000 | 49 |
| Non-managed Assets ($) | $2,152,721,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,364,000 | 66 |
| 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 | $3,522,000 | 85 |
| Number of Managed Accounts | $2,424,000 | 73 |
| Number of Non-Managed Accounts | $1,098,000 | 70 |
| Total fiduciary and related assets | $7,655,268,000 | 69 |
| Managed Assets ($) | $5,653,101,000 | 55 |
| Non-managed Assets ($) | $2,002,167,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,126,000 | 71 |
| 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 | $3,463,000 | 88 |
| Number of Managed Accounts | $2,365,000 | 76 |
| Number of Non-Managed Accounts | $1,098,000 | 70 |
| Total fiduciary and related assets | $7,129,019,000 | 76 |
| Managed Assets ($) | $5,348,155,000 | 59 |
| Non-managed Assets ($) | $1,780,864,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,746,000 | 75 |
| 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 | $3,365,000 | 89 |
| Number of Managed Accounts | $2,274,000 | 76 |
| Number of Non-Managed Accounts | $1,091,000 | 69 |
| Total fiduciary and related assets | $7,166,991,000 | 74 |
| Managed Assets ($) | $5,390,363,000 | 59 |
| Non-managed Assets ($) | $1,776,628,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,370,000 | 73 |
| 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 | $3,202,000 | 97 |
| Number of Managed Accounts | $2,181,000 | 82 |
| Number of Non-Managed Accounts | $1,021,000 | 82 |
| Total fiduciary and related assets | $6,614,468,000 | 78 |
| Managed Assets ($) | $5,357,175,000 | 60 |
| Non-managed Assets ($) | $1,257,293,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,504,000 | 75 |
| 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 | $3,095,000 | 92 |
| Number of Managed Accounts | $2,075,000 | 84 |
| Number of Non-Managed Accounts | $1,020,000 | 69 |
| Total fiduciary and related assets | $6,547,351,000 | 76 |
| Managed Assets ($) | $5,271,923,000 | 60 |
| Non-managed Assets ($) | $1,275,428,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,648,000 | 75 |
| 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 | $2,996,000 | 91 |
| Number of Managed Accounts | $1,963,000 | 85 |
| Number of Non-Managed Accounts | $1,033,000 | 71 |
| Total fiduciary and related assets | $6,350,350,000 | 76 |
| Managed Assets ($) | $5,040,919,000 | 58 |
| Non-managed Assets ($) | $1,309,431,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,749,000 | 74 |
| 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 | $2,899,000 | 97 |
| Number of Managed Accounts | $1,876,000 | 93 |
| Number of Non-Managed Accounts | $1,023,000 | 74 |
| Total fiduciary and related assets | $6,165,420,000 | 80 |
| Managed Assets ($) | $4,975,611,000 | 61 |
| Non-managed Assets ($) | $1,189,809,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,732,000 | 79 |
| 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 | $2,938,000 | 105 |
| Number of Managed Accounts | $1,849,000 | 96 |
| Number of Non-Managed Accounts | $1,089,000 | 84 |
| Total fiduciary and related assets | $6,204,464,000 | 80 |
| Managed Assets ($) | $4,939,372,000 | 64 |
| Non-managed Assets ($) | $1,265,092,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,844,000 | 79 |
| 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 | $2,800,000 | 98 |
| Number of Managed Accounts | $1,815,000 | 93 |
| Number of Non-Managed Accounts | $985,000 | 85 |
| Total fiduciary and related assets | $5,811,654,000 | 80 |
| Managed Assets ($) | $4,619,442,000 | 63 |
| Non-managed Assets ($) | $1,192,212,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,484,000 | 78 |
| 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 | $2,747,000 | 101 |
| Number of Managed Accounts | $1,750,000 | 98 |
| Number of Non-Managed Accounts | $997,000 | 87 |
| Total fiduciary and related assets | $5,394,667,000 | 82 |
| Managed Assets ($) | $4,173,551,000 | 66 |
| Non-managed Assets ($) | $1,221,116,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,073,000 | 80 |
| 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 | $2,608,000 | 104 |
| Number of Managed Accounts | $1,645,000 | 102 |
| Number of Non-Managed Accounts | $963,000 | 89 |
| Total fiduciary and related assets | $3,944,617,000 | 92 |
| Managed Assets ($) | $3,132,003,000 | 76 |
| Non-managed Assets ($) | $812,614,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,543,000 | 81 |
| 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 | $2,639,000 | 115 |
| Number of Managed Accounts | $1,642,000 | 110 |
| Number of Non-Managed Accounts | $997,000 | 99 |
| Total fiduciary and related assets | $4,882,711,000 | 89 |
| Managed Assets ($) | $3,863,974,000 | 68 |
| Non-managed Assets ($) | $1,018,737,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,736,000 | 86 |
| 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 | $2,607,000 | 111 |
| Number of Managed Accounts | $1,610,000 | 113 |
| Number of Non-Managed Accounts | $997,000 | 94 |
| Total fiduciary and related assets | $4,857,940,000 | 88 |
| Managed Assets ($) | $3,838,969,000 | 69 |
| Non-managed Assets ($) | $1,018,971,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,669,000 | 90 |
| 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 | $2,644,000 | 111 |
| Number of Managed Accounts | $1,666,000 | 108 |
| Number of Non-Managed Accounts | $978,000 | 96 |
| Total fiduciary and related assets | $3,941,688,000 | 97 |
| Managed Assets ($) | $3,128,944,000 | 75 |
| Non-managed Assets ($) | $812,744,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,785,000 | 90 |
| 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 | $2,622,000 | 113 |
| Number of Managed Accounts | $1,644,000 | 117 |
| Number of Non-Managed Accounts | $978,000 | 95 |
| Total fiduciary and related assets | $3,929,551,000 | 98 |
| Managed Assets ($) | $3,118,267,000 | 74 |
| Non-managed Assets ($) | $811,284,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,873,000 | 92 |
| 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 | $2,716,000 | 117 |
| Number of Managed Accounts | $1,666,000 | 121 |
| Number of Non-Managed Accounts | $1,050,000 | 100 |
| Total fiduciary and related assets | $3,985,904,000 | 97 |
| Managed Assets ($) | $3,185,523,000 | 73 |
| Non-managed Assets ($) | $800,381,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,370,000 | 92 |
| 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 | $2,915,000 | 99 |
| Number of Managed Accounts | $1,687,000 | 105 |
| Number of Non-Managed Accounts | $1,228,000 | 84 |
| Total fiduciary and related assets | $4,949,781,000 | 84 |
| Managed Assets ($) | $3,530,705,000 | 68 |
| Non-managed Assets ($) | $1,419,076,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,637,000 | 91 |
| 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 | $15,700,000 | 86 |
| 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 | $14,789,000 | 106 |
| 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 | $13,545,000 | 113 |
| 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 | $11,955,000 | 124 |
| 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 | $10,683,000 | 137 |
| 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 | $9,509,000 | 160 |
| 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 | $8,815,000 | 162 |
| 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 | $7,725,000 | 174 |
| 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 | $6,568,000 | 190 |