Home > First Midwest Bank > Fiduciary and Related Services
First Midwest Bank, Fiduciary and Related Services
| 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 | $5,450,000 | 56 |
| Number of Managed Accounts | $4,765,000 | 47 |
| Number of Non-Managed Accounts | $685,000 | 67 |
| Total fiduciary and related assets | $9,265,265,000 | 64 |
| Managed Assets ($) | $4,068,187,000 | 76 |
| Non-managed Assets ($) | $5,197,078,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,449,000 | 73 |
| 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 | $5,555,000 | 56 |
| Number of Managed Accounts | $4,786,000 | 47 |
| Number of Non-Managed Accounts | $769,000 | 60 |
| Total fiduciary and related assets | $9,287,175,000 | 63 |
| Managed Assets ($) | $4,040,554,000 | 72 |
| Non-managed Assets ($) | $5,246,621,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,333,000 | 72 |
| 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 | $5,624,000 | 51 |
| Number of Managed Accounts | $4,788,000 | 49 |
| Number of Non-Managed Accounts | $836,000 | 58 |
| Total fiduciary and related assets | $9,301,890,000 | 63 |
| Managed Assets ($) | $4,085,881,000 | 72 |
| Non-managed Assets ($) | $5,216,009,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,741,000 | 71 |
| 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 | $5,644,000 | 51 |
| Number of Managed Accounts | $4,812,000 | 48 |
| Number of Non-Managed Accounts | $832,000 | 61 |
| Total fiduciary and related assets | $8,860,379,000 | 63 |
| Managed Assets ($) | $3,993,233,000 | 72 |
| Non-managed Assets ($) | $4,867,146,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,408,000 | 69 |
| 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 | $5,730,000 | 52 |
| Number of Managed Accounts | $4,850,000 | 48 |
| Number of Non-Managed Accounts | $880,000 | 66 |
| Total fiduciary and related assets | $9,057,298,000 | 65 |
| Managed Assets ($) | $3,989,920,000 | 73 |
| Non-managed Assets ($) | $5,067,378,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,901,000 | 70 |
| 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 | $5,603,000 | 53 |
| Number of Managed Accounts | $4,735,000 | 50 |
| Number of Non-Managed Accounts | $868,000 | 62 |
| Total fiduciary and related assets | $8,452,903,000 | 64 |
| Managed Assets ($) | $3,875,691,000 | 70 |
| Non-managed Assets ($) | $4,577,212,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,846,000 | 69 |
| 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 | $5,621,000 | 53 |
| Number of Managed Accounts | $4,751,000 | 50 |
| Number of Non-Managed Accounts | $870,000 | 63 |
| Total fiduciary and related assets | $8,106,735,000 | 63 |
| Managed Assets ($) | $3,914,928,000 | 70 |
| Non-managed Assets ($) | $4,191,807,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,031,000 | 69 |
| 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 | $5,778,000 | 52 |
| Number of Managed Accounts | $4,844,000 | 49 |
| Number of Non-Managed Accounts | $934,000 | 60 |
| Total fiduciary and related assets | $6,995,992,000 | 65 |
| Managed Assets ($) | $3,355,359,000 | 71 |
| Non-managed Assets ($) | $3,640,633,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,765,000 | 67 |
| 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 | $5,798,000 | 52 |
| Number of Managed Accounts | $4,819,000 | 47 |
| Number of Non-Managed Accounts | $979,000 | 64 |
| Total fiduciary and related assets | $7,951,953,000 | 63 |
| Managed Assets ($) | $3,808,680,000 | 71 |
| Non-managed Assets ($) | $4,143,273,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,188,000 | 68 |
| 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 | $5,838,000 | 53 |
| Number of Managed Accounts | $4,877,000 | 48 |
| Number of Non-Managed Accounts | $961,000 | 64 |
| Total fiduciary and related assets | $7,705,093,000 | 65 |
| Managed Assets ($) | $3,766,301,000 | 70 |
| Non-managed Assets ($) | $3,938,792,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,468,000 | 68 |
| 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 | $5,808,000 | 53 |
| Number of Managed Accounts | $4,853,000 | 48 |
| Number of Non-Managed Accounts | $955,000 | 65 |
| Total fiduciary and related assets | $7,578,084,000 | 65 |
| Managed Assets ($) | $3,703,714,000 | 69 |
| Non-managed Assets ($) | $3,874,370,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,927,000 | 70 |
| 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 | $5,742,000 | 53 |
| Number of Managed Accounts | $4,839,000 | 47 |
| Number of Non-Managed Accounts | $903,000 | 68 |
| Total fiduciary and related assets | $7,444,021,000 | 64 |
| Managed Assets ($) | $3,659,923,000 | 67 |
| Non-managed Assets ($) | $3,784,098,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,541,000 | 67 |
| 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 | $5,754,000 | 55 |
| Number of Managed Accounts | $4,828,000 | 47 |
| Number of Non-Managed Accounts | $926,000 | 71 |
| Total fiduciary and related assets | $6,933,903,000 | 66 |
| Managed Assets ($) | $3,387,958,000 | 69 |
| Non-managed Assets ($) | $3,545,945,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,669,000 | 66 |
| 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 | $5,755,000 | 52 |
| Number of Managed Accounts | $4,842,000 | 46 |
| Number of Non-Managed Accounts | $913,000 | 66 |
| Total fiduciary and related assets | $7,659,710,000 | 64 |
| Managed Assets ($) | $3,723,900,000 | 67 |
| Non-managed Assets ($) | $3,935,810,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,306,000 | 65 |
| 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 | $5,752,000 | 50 |
| Number of Managed Accounts | $4,838,000 | 46 |
| Number of Non-Managed Accounts | $914,000 | 65 |
| Total fiduciary and related assets | $7,261,328,000 | 64 |
| Managed Assets ($) | $3,577,382,000 | 67 |
| Non-managed Assets ($) | $3,683,946,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,040,000 | 65 |
| 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 | $5,755,000 | 53 |
| Number of Managed Accounts | $4,859,000 | 45 |
| Number of Non-Managed Accounts | $896,000 | 68 |
| Total fiduciary and related assets | $7,162,787,000 | 66 |
| Managed Assets ($) | $3,578,241,000 | 68 |
| Non-managed Assets ($) | $3,584,546,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,549,000 | 65 |
| 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 | $5,698,000 | 57 |
| Number of Managed Accounts | $4,822,000 | 46 |
| Number of Non-Managed Accounts | $876,000 | 73 |
| Total fiduciary and related assets | $7,184,642,000 | 66 |
| Managed Assets ($) | $3,558,999,000 | 68 |
| Non-managed Assets ($) | $3,625,643,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,434,000 | 64 |
| 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 | $5,729,000 | 55 |
| Number of Managed Accounts | $4,835,000 | 45 |
| Number of Non-Managed Accounts | $894,000 | 66 |
| Total fiduciary and related assets | $7,025,617,000 | 66 |
| Managed Assets ($) | $3,521,841,000 | 65 |
| Non-managed Assets ($) | $3,503,776,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,757,000 | 63 |
| 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 | $5,738,000 | 53 |
| Number of Managed Accounts | $4,815,000 | 44 |
| Number of Non-Managed Accounts | $923,000 | 65 |
| Total fiduciary and related assets | $6,845,799,000 | 64 |
| Managed Assets ($) | $3,410,469,000 | 66 |
| Non-managed Assets ($) | $3,435,330,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,612,000 | 63 |
| 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 | $5,793,000 | 53 |
| Number of Managed Accounts | $4,707,000 | 44 |
| Number of Non-Managed Accounts | $1,086,000 | 61 |
| Total fiduciary and related assets | $6,659,924,000 | 64 |
| Managed Assets ($) | $3,306,519,000 | 65 |
| Non-managed Assets ($) | $3,353,405,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,204,000 | 63 |
| 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 | $5,253,000 | 56 |
| Number of Managed Accounts | $4,507,000 | 48 |
| Number of Non-Managed Accounts | $746,000 | 76 |
| Total fiduciary and related assets | $6,366,639,000 | 65 |
| Managed Assets ($) | $3,163,138,000 | 66 |
| Non-managed Assets ($) | $3,203,501,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,756,000 | 65 |
| 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 | $5,220,000 | 55 |
| Number of Managed Accounts | $4,508,000 | 47 |
| Number of Non-Managed Accounts | $712,000 | 73 |
| Total fiduciary and related assets | $6,285,821,000 | 66 |
| Managed Assets ($) | $3,110,059,000 | 66 |
| Non-managed Assets ($) | $3,175,762,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,128,000 | 65 |
| 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 | $5,243,000 | 55 |
| Number of Managed Accounts | $4,500,000 | 49 |
| Number of Non-Managed Accounts | $743,000 | 73 |
| Total fiduciary and related assets | $6,115,744,000 | 66 |
| Managed Assets ($) | $3,042,634,000 | 66 |
| Non-managed Assets ($) | $3,073,110,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,449,000 | 67 |
| 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 | $5,264,000 | 55 |
| Number of Managed Accounts | $4,540,000 | 48 |
| Number of Non-Managed Accounts | $724,000 | 74 |
| Total fiduciary and related assets | $5,987,177,000 | 67 |
| Managed Assets ($) | $2,990,487,000 | 66 |
| Non-managed Assets ($) | $2,996,690,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,615,000 | 72 |
| 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 | $4,063,000 | 69 |
| Number of Managed Accounts | $3,447,000 | 54 |
| Number of Non-Managed Accounts | $616,000 | 86 |
| Total fiduciary and related assets | $5,311,879,000 | 72 |
| Managed Assets ($) | $2,422,699,000 | 80 |
| Non-managed Assets ($) | $2,889,180,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,056,000 | 78 |
| 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 | $4,068,000 | 66 |
| Number of Managed Accounts | $3,469,000 | 53 |
| Number of Non-Managed Accounts | $599,000 | 81 |
| Total fiduciary and related assets | $5,186,789,000 | 72 |
| Managed Assets ($) | $2,396,695,000 | 80 |
| Non-managed Assets ($) | $2,790,094,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,757,000 | 77 |
| 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 | $4,017,000 | 67 |
| Number of Managed Accounts | $3,436,000 | 54 |
| Number of Non-Managed Accounts | $581,000 | 81 |
| Total fiduciary and related assets | $5,433,589,000 | 72 |
| Managed Assets ($) | $2,472,241,000 | 79 |
| Non-managed Assets ($) | $2,961,348,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,572,000 | 78 |
| 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 | $3,968,000 | 68 |
| Number of Managed Accounts | $3,391,000 | 54 |
| Number of Non-Managed Accounts | $577,000 | 85 |
| Total fiduciary and related assets | $5,263,523,000 | 73 |
| Managed Assets ($) | $2,483,305,000 | 77 |
| Non-managed Assets ($) | $2,780,218,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,169,000 | 79 |
| 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 | $3,940,000 | 68 |
| Number of Managed Accounts | $3,372,000 | 53 |
| Number of Non-Managed Accounts | $568,000 | 96 |
| Total fiduciary and related assets | $5,183,390,000 | 73 |
| Managed Assets ($) | $2,459,717,000 | 75 |
| Non-managed Assets ($) | $2,723,673,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,419,000 | 81 |
| 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 | $3,890,000 | 65 |
| Number of Managed Accounts | $3,334,000 | 54 |
| Number of Non-Managed Accounts | $556,000 | 88 |
| Total fiduciary and related assets | $5,060,821,000 | 73 |
| Managed Assets ($) | $2,418,455,000 | 73 |
| Non-managed Assets ($) | $2,642,366,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,617,000 | 80 |
| 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 | $3,849,000 | 64 |
| Number of Managed Accounts | $3,285,000 | 53 |
| Number of Non-Managed Accounts | $564,000 | 86 |
| Total fiduciary and related assets | $5,160,049,000 | 70 |
| Managed Assets ($) | $2,478,935,000 | 74 |
| Non-managed Assets ($) | $2,681,114,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,707,000 | 80 |
| 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 | $3,834,000 | 67 |
| Number of Managed Accounts | $3,249,000 | 55 |
| Number of Non-Managed Accounts | $585,000 | 87 |
| Total fiduciary and related assets | $5,062,078,000 | 71 |
| Managed Assets ($) | $2,373,415,000 | 78 |
| Non-managed Assets ($) | $2,688,663,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,873,000 | 80 |
| 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 | $3,844,000 | 68 |
| Number of Managed Accounts | $3,237,000 | 53 |
| Number of Non-Managed Accounts | $607,000 | 94 |
| Total fiduciary and related assets | $4,706,162,000 | 72 |
| Managed Assets ($) | $2,222,447,000 | 81 |
| Non-managed Assets ($) | $2,483,715,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,317,000 | 80 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,825,000 | 66 |
| Number of Managed Accounts | $3,219,000 | 53 |
| Number of Non-Managed Accounts | $606,000 | 85 |
| Total fiduciary and related assets | $4,580,301,000 | 73 |
| Managed Assets ($) | $2,192,318,000 | 81 |
| Non-managed Assets ($) | $2,387,983,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,696,000 | 81 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,796,000 | 67 |
| Number of Managed Accounts | $3,192,000 | 53 |
| Number of Non-Managed Accounts | $604,000 | 84 |
| Total fiduciary and related assets | $4,497,448,000 | 72 |
| Managed Assets ($) | $2,130,283,000 | 82 |
| Non-managed Assets ($) | $2,367,165,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,043,000 | 80 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,792,000 | 66 |
| Number of Managed Accounts | $3,187,000 | 52 |
| Number of Non-Managed Accounts | $605,000 | 87 |
| Total fiduciary and related assets | $4,512,402,000 | 71 |
| Managed Assets ($) | $2,160,087,000 | 81 |
| Non-managed Assets ($) | $2,352,315,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,414,000 | 79 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,827,000 | 66 |
| Number of Managed Accounts | $3,220,000 | 50 |
| Number of Non-Managed Accounts | $607,000 | 94 |
| Total fiduciary and related assets | $3,687,682,000 | 77 |
| Managed Assets ($) | $2,080,538,000 | 81 |
| Non-managed Assets ($) | $1,607,144,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,063,000 | 79 |
| 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 | $3,796,000 | 62 |
| Number of Managed Accounts | $3,219,000 | 51 |
| Number of Non-Managed Accounts | $577,000 | 83 |
| Total fiduciary and related assets | $3,615,701,000 | 76 |
| Managed Assets ($) | $2,074,988,000 | 79 |
| Non-managed Assets ($) | $1,540,713,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,772,000 | 78 |
| 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 | $3,782,000 | 62 |
| Number of Managed Accounts | $3,197,000 | 50 |
| Number of Non-Managed Accounts | $585,000 | 84 |
| Total fiduciary and related assets | $3,440,910,000 | 79 |
| Managed Assets ($) | $2,005,658,000 | 81 |
| Non-managed Assets ($) | $1,435,252,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,441,000 | 78 |
| 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 | $3,668,000 | 68 |
| Number of Managed Accounts | $3,057,000 | 52 |
| Number of Non-Managed Accounts | $611,000 | 85 |
| Total fiduciary and related assets | $3,404,188,000 | 79 |
| Managed Assets ($) | $2,016,246,000 | 81 |
| Non-managed Assets ($) | $1,387,942,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,267,000 | 78 |
| 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 | $3,638,000 | 70 |
| Number of Managed Accounts | $3,069,000 | 52 |
| Number of Non-Managed Accounts | $569,000 | 99 |
| Total fiduciary and related assets | $3,235,177,000 | 81 |
| Managed Assets ($) | $2,052,486,000 | 76 |
| Non-managed Assets ($) | $1,182,691,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,224,000 | 68 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,590,000 | 71 |
| Number of Managed Accounts | $3,020,000 | 56 |
| Number of Non-Managed Accounts | $570,000 | 87 |
| Total fiduciary and related assets | $3,231,030,000 | 82 |
| Managed Assets ($) | $1,991,106,000 | 79 |
| Non-managed Assets ($) | $1,239,924,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,180,000 | 69 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,569,000 | 72 |
| Number of Managed Accounts | $3,019,000 | 56 |
| Number of Non-Managed Accounts | $550,000 | 93 |
| Total fiduciary and related assets | $3,449,011,000 | 81 |
| Managed Assets ($) | $2,168,584,000 | 80 |
| Non-managed Assets ($) | $1,280,427,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,234,000 | 70 |
| 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 | $3,561,000 | 73 |
| Number of Managed Accounts | $2,992,000 | 56 |
| Number of Non-Managed Accounts | $569,000 | 92 |
| Total fiduciary and related assets | $3,428,465,000 | 79 |
| Managed Assets ($) | $2,171,687,000 | 78 |
| Non-managed Assets ($) | $1,256,778,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,116,000 | 68 |
| 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 | $3,615,000 | 75 |
| Number of Managed Accounts | $2,881,000 | 57 |
| Number of Non-Managed Accounts | $734,000 | 92 |
| Total fiduciary and related assets | $3,322,675,000 | 81 |
| Managed Assets ($) | $2,101,867,000 | 77 |
| Non-managed Assets ($) | $1,220,808,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,063,000 | 70 |
| 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 | $3,627,000 | 70 |
| Number of Managed Accounts | $2,917,000 | 54 |
| Number of Non-Managed Accounts | $710,000 | 83 |
| Total fiduciary and related assets | $3,173,470,000 | 82 |
| Managed Assets ($) | $2,031,495,000 | 77 |
| Non-managed Assets ($) | $1,141,975,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,023,000 | 70 |
| 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 | $3,364,000 | 77 |
| Number of Managed Accounts | $2,680,000 | 60 |
| Number of Non-Managed Accounts | $684,000 | 86 |
| Total fiduciary and related assets | $2,982,274,000 | 83 |
| Managed Assets ($) | $1,910,045,000 | 77 |
| Non-managed Assets ($) | $1,072,229,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,295,000 | 70 |
| 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 | $3,298,000 | 79 |
| Number of Managed Accounts | $2,662,000 | 61 |
| Number of Non-Managed Accounts | $636,000 | 90 |
| Total fiduciary and related assets | $3,010,673,000 | 84 |
| Managed Assets ($) | $1,912,605,000 | 78 |
| Non-managed Assets ($) | $1,098,068,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,593,000 | 71 |
| 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 | $3,291,000 | 84 |
| Number of Managed Accounts | $2,580,000 | 66 |
| Number of Non-Managed Accounts | $711,000 | 100 |
| Total fiduciary and related assets | $2,890,627,000 | 85 |
| Managed Assets ($) | $1,841,738,000 | 81 |
| Non-managed Assets ($) | $1,048,889,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,059,000 | 72 |
| 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 | $3,405,000 | 80 |
| Number of Managed Accounts | $2,683,000 | 63 |
| Number of Non-Managed Accounts | $722,000 | 85 |
| Total fiduciary and related assets | $2,842,659,000 | 88 |
| Managed Assets ($) | $1,793,988,000 | 82 |
| Non-managed Assets ($) | $1,048,671,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,355,000 | 72 |
| 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 | $3,395,000 | 83 |
| Number of Managed Accounts | $2,688,000 | 66 |
| Number of Non-Managed Accounts | $707,000 | 86 |
| Total fiduciary and related assets | $2,671,743,000 | 89 |
| Managed Assets ($) | $1,707,548,000 | 82 |
| Non-managed Assets ($) | $964,195,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,801,000 | 73 |
| 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 | $3,406,000 | 78 |
| Number of Managed Accounts | $2,683,000 | 66 |
| Number of Non-Managed Accounts | $723,000 | 85 |
| Total fiduciary and related assets | $2,477,570,000 | 92 |
| Managed Assets ($) | $1,557,570,000 | 84 |
| Non-managed Assets ($) | $920,000,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,329,000 | 74 |
| 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 | $3,378,000 | 86 |
| Number of Managed Accounts | $2,657,000 | 67 |
| Number of Non-Managed Accounts | $721,000 | 103 |
| Total fiduciary and related assets | $2,587,806,000 | 96 |
| Managed Assets ($) | $1,669,508,000 | 85 |
| Non-managed Assets ($) | $918,298,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,130,000 | 75 |
| 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 | $3,413,000 | 82 |
| Number of Managed Accounts | $2,681,000 | 67 |
| Number of Non-Managed Accounts | $732,000 | 89 |
| Total fiduciary and related assets | $2,795,561,000 | 93 |
| Managed Assets ($) | $1,782,675,000 | 87 |
| Non-managed Assets ($) | $1,012,886,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,709,000 | 76 |
| 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 | $3,407,000 | 84 |
| Number of Managed Accounts | $2,677,000 | 68 |
| Number of Non-Managed Accounts | $730,000 | 90 |
| Total fiduciary and related assets | $2,900,041,000 | 96 |
| Managed Assets ($) | $1,822,990,000 | 90 |
| Non-managed Assets ($) | $1,077,051,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,893,000 | 77 |
| 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 | $3,473,000 | 83 |
| Number of Managed Accounts | $2,709,000 | 69 |
| Number of Non-Managed Accounts | $764,000 | 86 |
| Total fiduciary and related assets | $2,899,584,000 | 100 |
| Managed Assets ($) | $1,825,647,000 | 92 |
| Non-managed Assets ($) | $1,073,937,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,947,000 | 78 |
| 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 | $3,519,000 | 84 |
| Number of Managed Accounts | $2,751,000 | 68 |
| Number of Non-Managed Accounts | $768,000 | 97 |
| Total fiduciary and related assets | $2,547,522,000 | 107 |
| Managed Assets ($) | $1,808,119,000 | 95 |
| Non-managed Assets ($) | $739,403,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,701,000 | 75 |
| 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 | $3,500,000 | 77 |
| Number of Managed Accounts | $2,812,000 | 63 |
| Number of Non-Managed Accounts | $688,000 | 88 |
| Total fiduciary and related assets | $2,607,861,000 | 106 |
| Managed Assets ($) | $1,805,271,000 | 95 |
| Non-managed Assets ($) | $802,590,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,640,000 | 75 |
| 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 | $3,547,000 | 76 |
| Number of Managed Accounts | $2,849,000 | 61 |
| Number of Non-Managed Accounts | $698,000 | 88 |
| Total fiduciary and related assets | $2,628,749,000 | 110 |
| Managed Assets ($) | $1,791,806,000 | 97 |
| Non-managed Assets ($) | $836,943,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,706,000 | 78 |
| 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 | $3,554,000 | 76 |
| Number of Managed Accounts | $2,896,000 | 60 |
| Number of Non-Managed Accounts | $658,000 | 89 |
| Total fiduciary and related assets | $2,552,557,000 | 109 |
| Managed Assets ($) | $1,803,942,000 | 92 |
| Non-managed Assets ($) | $748,615,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,790,000 | 79 |
| 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 | $3,652,000 | 78 |
| Number of Managed Accounts | $2,984,000 | 58 |
| Number of Non-Managed Accounts | $668,000 | 107 |
| Total fiduciary and related assets | $2,517,779,000 | 105 |
| Managed Assets ($) | $1,796,219,000 | 88 |
| Non-managed Assets ($) | $721,560,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,269,000 | 79 |
| 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 | $3,677,000 | 80 |
| Number of Managed Accounts | $3,062,000 | 60 |
| Number of Non-Managed Accounts | $615,000 | 97 |
| Total fiduciary and related assets | $2,537,992,000 | 109 |
| Managed Assets ($) | $1,865,092,000 | 87 |
| Non-managed Assets ($) | $672,900,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,603,000 | 85 |
| 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 | $3,623,000 | 86 |
| Number of Managed Accounts | $2,849,000 | 66 |
| Number of Non-Managed Accounts | $774,000 | 87 |
| Total fiduciary and related assets | $2,784,748,000 | 108 |
| Managed Assets ($) | $1,809,787,000 | 92 |
| Non-managed Assets ($) | $974,961,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,867,000 | 94 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,708,000 | 97 |
| Number of Managed Accounts | $2,243,000 | 77 |
| Number of Non-Managed Accounts | $465,000 | 113 |
| Total fiduciary and related assets | $1,918,928,000 | 126 |
| Managed Assets ($) | $1,370,897,000 | 107 |
| Non-managed Assets ($) | $548,031,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,172,000 | 97 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,735,000 | 103 |
| Number of Managed Accounts | $2,267,000 | 80 |
| Number of Non-Managed Accounts | $468,000 | 137 |
| Total fiduciary and related assets | $1,863,601,000 | 129 |
| Managed Assets ($) | $1,381,299,000 | 106 |
| Non-managed Assets ($) | $482,302,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,593,000 | 92 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,747,000 | 97 |
| Number of Managed Accounts | $2,285,000 | 79 |
| Number of Non-Managed Accounts | $462,000 | 117 |
| Total fiduciary and related assets | $1,903,748,000 | 129 |
| Managed Assets ($) | $1,399,799,000 | 105 |
| Non-managed Assets ($) | $503,949,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,535,000 | 93 |
| 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 | $2,765,000 | 97 |
| Number of Managed Accounts | $2,294,000 | 75 |
| Number of Non-Managed Accounts | $471,000 | 118 |
| Total fiduciary and related assets | $1,896,392,000 | 123 |
| Managed Assets ($) | $1,388,319,000 | 103 |
| Non-managed Assets ($) | $508,073,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,279,000 | 93 |
| 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 | $2,762,000 | 100 |
| Number of Managed Accounts | $2,276,000 | 79 |
| Number of Non-Managed Accounts | $486,000 | 120 |
| Total fiduciary and related assets | $1,867,660,000 | 129 |
| Managed Assets ($) | $1,392,264,000 | 107 |
| Non-managed Assets ($) | $475,396,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,129,000 | 96 |
| 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 | $2,785,000 | 108 |
| Number of Managed Accounts | $2,287,000 | 82 |
| Number of Non-Managed Accounts | $498,000 | 142 |
| Total fiduciary and related assets | $1,860,961,000 | 132 |
| Managed Assets ($) | $1,394,379,000 | 107 |
| Non-managed Assets ($) | $466,582,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,888,000 | 98 |
| 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 | $2,777,000 | 99 |
| Number of Managed Accounts | $2,293,000 | 78 |
| Number of Non-Managed Accounts | $484,000 | 121 |
| Total fiduciary and related assets | $1,772,986,000 | 132 |
| Managed Assets ($) | $1,323,508,000 | 109 |
| Non-managed Assets ($) | $449,478,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,883,000 | 98 |
| 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 | $2,811,000 | 99 |
| Number of Managed Accounts | $2,320,000 | 76 |
| Number of Non-Managed Accounts | $491,000 | 123 |
| Total fiduciary and related assets | $1,779,804,000 | 132 |
| Managed Assets ($) | $1,345,321,000 | 106 |
| Non-managed Assets ($) | $434,483,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,000,000 | 100 |
| 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 | $2,792,000 | 101 |
| Number of Managed Accounts | $2,305,000 | 78 |
| Number of Non-Managed Accounts | $487,000 | 125 |
| Total fiduciary and related assets | $1,777,418,000 | 137 |
| Managed Assets ($) | $1,334,386,000 | 112 |
| Non-managed Assets ($) | $443,032,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,962,000 | 100 |
| 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 | $2,811,000 | 109 |
| Number of Managed Accounts | $2,316,000 | 85 |
| Number of Non-Managed Accounts | $495,000 | 153 |
| Total fiduciary and related assets | $1,738,892,000 | 139 |
| Managed Assets ($) | $1,306,049,000 | 113 |
| Non-managed Assets ($) | $432,843,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,810,000 | 103 |
| 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 | $2,796,000 | 106 |
| Number of Managed Accounts | $2,287,000 | 82 |
| Number of Non-Managed Accounts | $509,000 | 136 |
| Total fiduciary and related assets | $1,668,371,000 | 145 |
| Managed Assets ($) | $1,254,908,000 | 113 |
| Non-managed Assets ($) | $413,463,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,083,000 | 107 |
| 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 | $2,766,000 | 107 |
| Number of Managed Accounts | $2,273,000 | 83 |
| Number of Non-Managed Accounts | $493,000 | 141 |
| Total fiduciary and related assets | $1,635,726,000 | 151 |
| Managed Assets ($) | $1,234,628,000 | 116 |
| Non-managed Assets ($) | $401,098,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,320,000 | 110 |
| 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 | $2,750,000 | 111 |
| Number of Managed Accounts | $2,256,000 | 86 |
| Number of Non-Managed Accounts | $494,000 | 142 |
| Total fiduciary and related assets | $1,520,168,000 | 152 |
| Managed Assets ($) | $1,248,568,000 | 114 |
| Non-managed Assets ($) | $271,600,000 | 181 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,553,000 | 113 |
| 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 | $2,755,000 | 115 |
| Number of Managed Accounts | $2,303,000 | 90 |
| Number of Non-Managed Accounts | $452,000 | 171 |
| Total fiduciary and related assets | $1,442,113,000 | 159 |
| Managed Assets ($) | $1,193,621,000 | 119 |
| Non-managed Assets ($) | $248,492,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,309,000 | 112 |
| 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 | $2,685,000 | 103 |
| Number of Managed Accounts | $2,216,000 | 86 |
| Number of Non-Managed Accounts | $469,000 | 153 |
| Total fiduciary and related assets | $1,486,673,000 | 141 |
| Managed Assets ($) | $1,284,784,000 | 112 |
| Non-managed Assets ($) | $201,889,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,445,000 | 115 |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |