Home > First National Bank of Omaha > Fiduciary and Related Services
First National Bank of Omaha, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,595,000 | 114 |
| Number of Managed Accounts | $2,397,000 | 90 |
| Number of Non-Managed Accounts | $198,000 | 166 |
| Total fiduciary and related assets | $10,673,187,000 | 72 |
| Managed Assets ($) | $8,215,345,000 | 57 |
| Non-managed Assets ($) | $2,457,842,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,221,000 | 82 |
| 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 | $2,744,000 | 106 |
| Number of Managed Accounts | $2,542,000 | 87 |
| Number of Non-Managed Accounts | $202,000 | 135 |
| Total fiduciary and related assets | $11,131,682,000 | 70 |
| Managed Assets ($) | $8,688,514,000 | 51 |
| Non-managed Assets ($) | $2,443,168,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,983,000 | 84 |
| 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 | $2,858,000 | 103 |
| Number of Managed Accounts | $2,656,000 | 79 |
| Number of Non-Managed Accounts | $202,000 | 151 |
| Total fiduciary and related assets | $11,690,720,000 | 66 |
| Managed Assets ($) | $9,174,544,000 | 48 |
| Non-managed Assets ($) | $2,516,176,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,395,000 | 80 |
| 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 | $2,912,000 | 106 |
| Number of Managed Accounts | $2,714,000 | 83 |
| Number of Non-Managed Accounts | $198,000 | 142 |
| Total fiduciary and related assets | $11,721,208,000 | 72 |
| Managed Assets ($) | $9,194,018,000 | 52 |
| Non-managed Assets ($) | $2,527,190,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,940,000 | 85 |
| 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 | $2,974,000 | 106 |
| Number of Managed Accounts | $2,775,000 | 84 |
| Number of Non-Managed Accounts | $199,000 | 172 |
| Total fiduciary and related assets | $11,385,162,000 | 72 |
| Managed Assets ($) | $8,882,320,000 | 53 |
| Non-managed Assets ($) | $2,502,842,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,410,000 | 79 |
| 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 | $3,106,000 | 99 |
| Number of Managed Accounts | $2,910,000 | 80 |
| Number of Non-Managed Accounts | $196,000 | 145 |
| Total fiduciary and related assets | $11,170,726,000 | 73 |
| Managed Assets ($) | $8,724,745,000 | 52 |
| Non-managed Assets ($) | $2,445,981,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,453,000 | 79 |
| 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 | $3,210,000 | 86 |
| Number of Managed Accounts | $3,012,000 | 73 |
| Number of Non-Managed Accounts | $198,000 | 134 |
| Total fiduciary and related assets | $11,532,679,000 | 59 |
| Managed Assets ($) | $9,082,771,000 | 44 |
| Non-managed Assets ($) | $2,449,908,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,669,000 | 63 |
| 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 | $3,366,000 | 82 |
| Number of Managed Accounts | $3,169,000 | 70 |
| Number of Non-Managed Accounts | $197,000 | 131 |
| Total fiduciary and related assets | $12,240,513,000 | 58 |
| Managed Assets ($) | $9,732,187,000 | 44 |
| Non-managed Assets ($) | $2,508,326,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,128,000 | 62 |
| 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 | $3,552,000 | 80 |
| Number of Managed Accounts | $3,353,000 | 65 |
| Number of Non-Managed Accounts | $199,000 | 155 |
| Total fiduciary and related assets | $12,640,205,000 | 56 |
| Managed Assets ($) | $10,160,987,000 | 42 |
| Non-managed Assets ($) | $2,479,218,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,463,000 | 57 |
| 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 | $3,742,000 | 74 |
| Number of Managed Accounts | $3,548,000 | 64 |
| Number of Non-Managed Accounts | $194,000 | 130 |
| Total fiduciary and related assets | $12,388,074,000 | 55 |
| Managed Assets ($) | $9,708,851,000 | 42 |
| Non-managed Assets ($) | $2,679,223,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,686,000 | 57 |
| 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 | $3,775,000 | 74 |
| Number of Managed Accounts | $3,575,000 | 65 |
| Number of Non-Managed Accounts | $200,000 | 132 |
| Total fiduciary and related assets | $12,184,929,000 | 54 |
| Managed Assets ($) | $9,448,990,000 | 44 |
| Non-managed Assets ($) | $2,735,939,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,018,000 | 57 |
| 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 | $4,358,000 | 68 |
| Number of Managed Accounts | $3,562,000 | 61 |
| Number of Non-Managed Accounts | $796,000 | 63 |
| Total fiduciary and related assets | $14,690,224,000 | 52 |
| Managed Assets ($) | $9,125,298,000 | 44 |
| Non-managed Assets ($) | $5,564,926,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,633,000 | 56 |
| 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 | $4,448,000 | 65 |
| Number of Managed Accounts | $3,561,000 | 62 |
| Number of Non-Managed Accounts | $887,000 | 65 |
| Total fiduciary and related assets | $14,446,786,000 | 53 |
| Managed Assets ($) | $9,107,179,000 | 45 |
| Non-managed Assets ($) | $5,339,607,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,716,000 | 55 |
| 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 | $4,436,000 | 63 |
| Number of Managed Accounts | $3,532,000 | 62 |
| Number of Non-Managed Accounts | $904,000 | 61 |
| Total fiduciary and related assets | $13,549,416,000 | 52 |
| Managed Assets ($) | $8,547,898,000 | 43 |
| Non-managed Assets ($) | $5,001,518,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,641,000 | 55 |
| 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 | $4,531,000 | 61 |
| Number of Managed Accounts | $3,525,000 | 62 |
| Number of Non-Managed Accounts | $1,006,000 | 56 |
| Total fiduciary and related assets | $12,906,878,000 | 52 |
| Managed Assets ($) | $8,142,098,000 | 43 |
| Non-managed Assets ($) | $4,764,780,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,731,000 | 54 |
| 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 | $4,554,000 | 59 |
| Number of Managed Accounts | $3,531,000 | 61 |
| Number of Non-Managed Accounts | $1,023,000 | 56 |
| Total fiduciary and related assets | $12,288,597,000 | 50 |
| Managed Assets ($) | $7,604,468,000 | 42 |
| Non-managed Assets ($) | $4,684,129,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,319,000 | 57 |
| 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 | $4,575,000 | 58 |
| Number of Managed Accounts | $3,513,000 | 60 |
| Number of Non-Managed Accounts | $1,062,000 | 60 |
| Total fiduciary and related assets | $13,473,524,000 | 52 |
| Managed Assets ($) | $8,242,981,000 | 43 |
| Non-managed Assets ($) | $5,230,543,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,014,000 | 54 |
| 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 | $4,601,000 | 60 |
| Number of Managed Accounts | $3,513,000 | 62 |
| Number of Non-Managed Accounts | $1,088,000 | 58 |
| Total fiduciary and related assets | $12,957,997,000 | 53 |
| Managed Assets ($) | $7,880,066,000 | 45 |
| Non-managed Assets ($) | $5,077,931,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,858,000 | 55 |
| 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 | $4,562,000 | 61 |
| Number of Managed Accounts | $3,468,000 | 62 |
| Number of Non-Managed Accounts | $1,094,000 | 60 |
| Total fiduciary and related assets | $12,756,261,000 | 52 |
| Managed Assets ($) | $7,844,406,000 | 44 |
| Non-managed Assets ($) | $4,911,855,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,231,000 | 54 |
| 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 | $4,590,000 | 62 |
| Number of Managed Accounts | $3,484,000 | 62 |
| Number of Non-Managed Accounts | $1,106,000 | 60 |
| Total fiduciary and related assets | $12,582,003,000 | 52 |
| Managed Assets ($) | $7,708,417,000 | 44 |
| Non-managed Assets ($) | $4,873,586,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,546,000 | 54 |
| 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 | $4,588,000 | 64 |
| Number of Managed Accounts | $3,469,000 | 61 |
| Number of Non-Managed Accounts | $1,119,000 | 62 |
| Total fiduciary and related assets | $11,817,202,000 | 51 |
| Managed Assets ($) | $7,109,647,000 | 43 |
| Non-managed Assets ($) | $4,707,555,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,670,000 | 54 |
| 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 | $4,600,000 | 64 |
| Number of Managed Accounts | $3,469,000 | 60 |
| Number of Non-Managed Accounts | $1,131,000 | 59 |
| Total fiduciary and related assets | $13,242,447,000 | 51 |
| Managed Assets ($) | $7,499,797,000 | 46 |
| Non-managed Assets ($) | $5,742,650,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,793,000 | 54 |
| 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 | $4,675,000 | 63 |
| Number of Managed Accounts | $3,439,000 | 60 |
| Number of Non-Managed Accounts | $1,236,000 | 57 |
| Total fiduciary and related assets | $12,782,598,000 | 50 |
| Managed Assets ($) | $7,186,632,000 | 46 |
| Non-managed Assets ($) | $5,595,966,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,660,000 | 54 |
| 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 | $4,664,000 | 63 |
| Number of Managed Accounts | $3,413,000 | 59 |
| Number of Non-Managed Accounts | $1,251,000 | 56 |
| Total fiduciary and related assets | $12,690,403,000 | 51 |
| Managed Assets ($) | $6,975,836,000 | 45 |
| Non-managed Assets ($) | $5,714,567,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,324,000 | 55 |
| 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 | $4,652,000 | 65 |
| Number of Managed Accounts | $3,393,000 | 59 |
| Number of Non-Managed Accounts | $1,259,000 | 61 |
| Total fiduciary and related assets | $12,650,375,000 | 52 |
| Managed Assets ($) | $6,995,945,000 | 45 |
| Non-managed Assets ($) | $5,654,430,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,564,000 | 53 |
| 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 | $4,664,000 | 62 |
| Number of Managed Accounts | $3,389,000 | 59 |
| Number of Non-Managed Accounts | $1,275,000 | 57 |
| Total fiduciary and related assets | $12,054,978,000 | 52 |
| Managed Assets ($) | $6,727,974,000 | 45 |
| Non-managed Assets ($) | $5,327,004,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,678,000 | 53 |
| 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 | $4,681,000 | 61 |
| Number of Managed Accounts | $3,370,000 | 57 |
| Number of Non-Managed Accounts | $1,311,000 | 56 |
| Total fiduciary and related assets | $11,890,619,000 | 52 |
| Managed Assets ($) | $6,659,826,000 | 45 |
| Non-managed Assets ($) | $5,230,793,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,159,000 | 53 |
| 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 | $4,736,000 | 61 |
| Number of Managed Accounts | $3,387,000 | 57 |
| Number of Non-Managed Accounts | $1,349,000 | 55 |
| Total fiduciary and related assets | $11,782,097,000 | 52 |
| Managed Assets ($) | $6,545,437,000 | 45 |
| Non-managed Assets ($) | $5,236,660,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,333,000 | 53 |
| 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 | $4,706,000 | 64 |
| Number of Managed Accounts | $3,353,000 | 56 |
| Number of Non-Managed Accounts | $1,353,000 | 56 |
| Total fiduciary and related assets | $11,313,194,000 | 52 |
| Managed Assets ($) | $6,400,894,000 | 45 |
| Non-managed Assets ($) | $4,912,300,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,872,000 | 52 |
| 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 | $4,750,000 | 61 |
| Number of Managed Accounts | $3,349,000 | 55 |
| Number of Non-Managed Accounts | $1,401,000 | 53 |
| Total fiduciary and related assets | $11,350,399,000 | 52 |
| Managed Assets ($) | $6,421,516,000 | 45 |
| Non-managed Assets ($) | $4,928,883,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,600,000 | 52 |
| 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 | $4,738,000 | 61 |
| Number of Managed Accounts | $3,350,000 | 56 |
| Number of Non-Managed Accounts | $1,388,000 | 53 |
| Total fiduciary and related assets | $10,791,089,000 | 54 |
| Managed Assets ($) | $6,041,628,000 | 46 |
| Non-managed Assets ($) | $4,749,461,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,498,000 | 52 |
| 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 | $4,750,000 | 61 |
| Number of Managed Accounts | $3,361,000 | 57 |
| Number of Non-Managed Accounts | $1,389,000 | 52 |
| Total fiduciary and related assets | $10,727,735,000 | 54 |
| Managed Assets ($) | $6,002,789,000 | 47 |
| Non-managed Assets ($) | $4,724,946,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,174,000 | 51 |
| 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 | $4,791,000 | 57 |
| Number of Managed Accounts | $3,369,000 | 55 |
| Number of Non-Managed Accounts | $1,422,000 | 53 |
| Total fiduciary and related assets | $10,728,062,000 | 54 |
| Managed Assets ($) | $5,990,749,000 | 46 |
| Non-managed Assets ($) | $4,737,313,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,999,000 | 51 |
| 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 | $4,788,000 | 55 |
| Number of Managed Accounts | $3,363,000 | 54 |
| Number of Non-Managed Accounts | $1,425,000 | 51 |
| Total fiduciary and related assets | $10,416,392,000 | 54 |
| Managed Assets ($) | $5,898,764,000 | 46 |
| Non-managed Assets ($) | $4,517,628,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,697,000 | 51 |
| 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 | $5,322,000 | 52 |
| Number of Managed Accounts | $3,412,000 | 55 |
| Number of Non-Managed Accounts | $1,910,000 | 46 |
| Total fiduciary and related assets | $10,694,754,000 | 55 |
| Managed Assets ($) | $6,045,030,000 | 48 |
| Non-managed Assets ($) | $4,649,724,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,610,000 | 51 |
| 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 | $5,302,000 | 53 |
| Number of Managed Accounts | $3,383,000 | 55 |
| Number of Non-Managed Accounts | $1,919,000 | 47 |
| Total fiduciary and related assets | $10,698,979,000 | 54 |
| Managed Assets ($) | $6,111,674,000 | 48 |
| Non-managed Assets ($) | $4,587,305,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,835,000 | 51 |
| 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 | $4,709,000 | 58 |
| Number of Managed Accounts | $3,346,000 | 54 |
| Number of Non-Managed Accounts | $1,363,000 | 56 |
| Total fiduciary and related assets | $10,418,098,000 | 55 |
| Managed Assets ($) | $6,027,878,000 | 48 |
| Non-managed Assets ($) | $4,390,220,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,565,000 | 52 |
| 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 | $4,560,000 | 57 |
| Number of Managed Accounts | $3,340,000 | 53 |
| Number of Non-Managed Accounts | $1,220,000 | 58 |
| Total fiduciary and related assets | $10,561,119,000 | 56 |
| Managed Assets ($) | $5,961,326,000 | 47 |
| Non-managed Assets ($) | $4,599,793,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,506,000 | 52 |
| 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 | $4,416,000 | 57 |
| Number of Managed Accounts | $3,187,000 | 55 |
| Number of Non-Managed Accounts | $1,229,000 | 58 |
| Total fiduciary and related assets | $10,486,607,000 | 55 |
| Managed Assets ($) | $5,628,882,000 | 47 |
| Non-managed Assets ($) | $4,857,725,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,947,000 | 52 |
| 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 | $4,419,000 | 58 |
| Number of Managed Accounts | $3,175,000 | 57 |
| Number of Non-Managed Accounts | $1,244,000 | 61 |
| Total fiduciary and related assets | $10,273,537,000 | 55 |
| Managed Assets ($) | $5,550,898,000 | 48 |
| Non-managed Assets ($) | $4,722,639,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,019,000 | 53 |
| 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 | $3,463,000 | 74 |
| Number of Managed Accounts | $2,545,000 | 70 |
| Number of Non-Managed Accounts | $918,000 | 74 |
| Total fiduciary and related assets | $9,029,353,000 | 55 |
| Managed Assets ($) | $4,966,312,000 | 48 |
| Non-managed Assets ($) | $4,063,041,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,039,000 | 56 |
| 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 | $3,493,000 | 72 |
| Number of Managed Accounts | $2,569,000 | 68 |
| Number of Non-Managed Accounts | $924,000 | 69 |
| Total fiduciary and related assets | $8,340,882,000 | 57 |
| Managed Assets ($) | $4,692,491,000 | 50 |
| Non-managed Assets ($) | $3,648,391,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,527,000 | 55 |
| 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 | $3,631,000 | 69 |
| Number of Managed Accounts | $2,580,000 | 67 |
| Number of Non-Managed Accounts | $1,051,000 | 65 |
| Total fiduciary and related assets | $8,556,586,000 | 56 |
| Managed Assets ($) | $4,551,136,000 | 49 |
| Non-managed Assets ($) | $4,005,450,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,326,000 | 56 |
| 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 | $3,720,000 | 67 |
| Number of Managed Accounts | $2,606,000 | 65 |
| Number of Non-Managed Accounts | $1,114,000 | 64 |
| Total fiduciary and related assets | $8,512,194,000 | 57 |
| Managed Assets ($) | $4,576,242,000 | 51 |
| Non-managed Assets ($) | $3,935,952,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,237,000 | 53 |
| 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 | $3,883,000 | 64 |
| Number of Managed Accounts | $2,681,000 | 60 |
| Number of Non-Managed Accounts | $1,202,000 | 66 |
| Total fiduciary and related assets | $8,481,486,000 | 58 |
| Managed Assets ($) | $4,635,098,000 | 51 |
| Non-managed Assets ($) | $3,846,388,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,494,000 | 55 |
| 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 | $3,930,000 | 59 |
| Number of Managed Accounts | $2,677,000 | 58 |
| Number of Non-Managed Accounts | $1,253,000 | 58 |
| Total fiduciary and related assets | $8,505,431,000 | 56 |
| Managed Assets ($) | $4,156,166,000 | 50 |
| Non-managed Assets ($) | $4,349,265,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,821,000 | 55 |
| 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 | $4,010,000 | 60 |
| Number of Managed Accounts | $2,711,000 | 58 |
| Number of Non-Managed Accounts | $1,299,000 | 58 |
| Total fiduciary and related assets | $8,336,008,000 | 57 |
| Managed Assets ($) | $4,014,125,000 | 50 |
| Non-managed Assets ($) | $4,321,883,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,046,000 | 55 |
| 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 | $4,010,000 | 62 |
| Number of Managed Accounts | $2,731,000 | 57 |
| Number of Non-Managed Accounts | $1,279,000 | 57 |
| Total fiduciary and related assets | $8,483,423,000 | 57 |
| Managed Assets ($) | $4,087,278,000 | 49 |
| Non-managed Assets ($) | $4,396,145,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,419,000 | 50 |
| 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 | $3,829,000 | 66 |
| Number of Managed Accounts | $2,737,000 | 59 |
| Number of Non-Managed Accounts | $1,092,000 | 63 |
| Total fiduciary and related assets | $9,927,424,000 | 50 |
| Managed Assets ($) | $3,857,327,000 | 49 |
| Non-managed Assets ($) | $6,070,097,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,007,000 | 47 |
| 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 | $6,391,000 | 47 |
| Number of Managed Accounts | $2,807,000 | 60 |
| Number of Non-Managed Accounts | $3,584,000 | 32 |
| Total fiduciary and related assets | $9,349,819,000 | 51 |
| Managed Assets ($) | $3,735,939,000 | 51 |
| Non-managed Assets ($) | $5,613,880,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,343,000 | 48 |
| 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 | $6,347,000 | 49 |
| Number of Managed Accounts | $2,730,000 | 61 |
| Number of Non-Managed Accounts | $3,617,000 | 34 |
| Total fiduciary and related assets | $9,591,840,000 | 52 |
| Managed Assets ($) | $3,849,434,000 | 53 |
| Non-managed Assets ($) | $5,742,406,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,990,000 | 48 |
| 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 | $6,205,000 | 48 |
| Number of Managed Accounts | $2,758,000 | 59 |
| Number of Non-Managed Accounts | $3,447,000 | 36 |
| Total fiduciary and related assets | $8,809,864,000 | 58 |
| Managed Assets ($) | $3,773,924,000 | 54 |
| Non-managed Assets ($) | $5,035,940,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,502,000 | 44 |
| 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 | $6,380,000 | 50 |
| Number of Managed Accounts | $2,744,000 | 60 |
| Number of Non-Managed Accounts | $3,636,000 | 37 |
| Total fiduciary and related assets | $8,525,500,000 | 57 |
| Managed Assets ($) | $3,869,701,000 | 54 |
| Non-managed Assets ($) | $4,655,799,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,269,000 | 46 |
| 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 | $6,237,000 | 47 |
| Number of Managed Accounts | $2,723,000 | 60 |
| Number of Non-Managed Accounts | $3,514,000 | 36 |
| Total fiduciary and related assets | $7,780,733,000 | 57 |
| Managed Assets ($) | $3,506,210,000 | 54 |
| Non-managed Assets ($) | $4,274,523,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,912,000 | 47 |
| 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 | $4,674,000 | 58 |
| Number of Managed Accounts | $1,370,000 | 110 |
| Number of Non-Managed Accounts | $3,304,000 | 38 |
| Total fiduciary and related assets | $6,399,793,000 | 61 |
| Managed Assets ($) | $2,207,226,000 | 69 |
| Non-managed Assets ($) | $4,192,567,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,174,000 | 61 |
| 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 | $4,745,000 | 56 |
| Number of Managed Accounts | $1,359,000 | 113 |
| Number of Non-Managed Accounts | $3,386,000 | 38 |
| Total fiduciary and related assets | $7,011,542,000 | 59 |
| Managed Assets ($) | $2,255,117,000 | 68 |
| Non-managed Assets ($) | $4,756,425,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,152,000 | 59 |
| 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 | $4,706,000 | 63 |
| Number of Managed Accounts | $1,367,000 | 114 |
| Number of Non-Managed Accounts | $3,339,000 | 41 |
| Total fiduciary and related assets | $5,178,046,000 | 67 |
| Managed Assets ($) | $2,107,695,000 | 73 |
| Non-managed Assets ($) | $3,070,351,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,123,000 | 62 |
| 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 | $4,684,000 | 62 |
| Number of Managed Accounts | $1,403,000 | 107 |
| Number of Non-Managed Accounts | $3,281,000 | 41 |
| Total fiduciary and related assets | $5,043,850,000 | 68 |
| Managed Assets ($) | $2,131,937,000 | 72 |
| Non-managed Assets ($) | $2,911,913,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,902,000 | 62 |
| 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 | $4,701,000 | 64 |
| Number of Managed Accounts | $1,399,000 | 111 |
| Number of Non-Managed Accounts | $3,302,000 | 41 |
| Total fiduciary and related assets | $4,712,646,000 | 67 |
| Managed Assets ($) | $1,979,339,000 | 75 |
| Non-managed Assets ($) | $2,733,307,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,160,000 | 63 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,427,000 | 92 |
| Number of Managed Accounts | $1,412,000 | 109 |
| Number of Non-Managed Accounts | $1,015,000 | 67 |
| Total fiduciary and related assets | $4,352,639,000 | 69 |
| Managed Assets ($) | $1,840,116,000 | 76 |
| Non-managed Assets ($) | $2,512,523,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,319,000 | 63 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,398,000 | 101 |
| Number of Managed Accounts | $1,391,000 | 115 |
| Number of Non-Managed Accounts | $1,007,000 | 81 |
| Total fiduciary and related assets | $4,561,165,000 | 71 |
| Managed Assets ($) | $1,975,941,000 | 77 |
| Non-managed Assets ($) | $2,585,224,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,158,000 | 61 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,458,000 | 96 |
| Number of Managed Accounts | $1,413,000 | 109 |
| Number of Non-Managed Accounts | $1,045,000 | 71 |
| Total fiduciary and related assets | $5,250,809,000 | 70 |
| Managed Assets ($) | $2,314,461,000 | 71 |
| Non-managed Assets ($) | $2,936,348,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,827,000 | 66 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,411,000 | 98 |
| Number of Managed Accounts | $1,408,000 | 112 |
| Number of Non-Managed Accounts | $1,003,000 | 76 |
| Total fiduciary and related assets | $5,393,009,000 | 74 |
| Managed Assets ($) | $2,423,170,000 | 77 |
| Non-managed Assets ($) | $2,969,839,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,318,000 | 68 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,399,000 | 101 |
| Number of Managed Accounts | $1,403,000 | 112 |
| Number of Non-Managed Accounts | $996,000 | 74 |
| Total fiduciary and related assets | $5,429,179,000 | 75 |
| Managed Assets ($) | $2,483,554,000 | 74 |
| Non-managed Assets ($) | $2,945,625,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,996,000 | 64 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,367,000 | 100 |
| Number of Managed Accounts | $1,382,000 | 115 |
| Number of Non-Managed Accounts | $985,000 | 82 |
| Total fiduciary and related assets | $5,477,988,000 | 72 |
| Managed Assets ($) | $2,460,988,000 | 74 |
| Non-managed Assets ($) | $3,017,000,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,045,000 | 64 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,396,000 | 92 |
| Number of Managed Accounts | $1,394,000 | 114 |
| Number of Non-Managed Accounts | $1,002,000 | 69 |
| Total fiduciary and related assets | $5,490,353,000 | 71 |
| Managed Assets ($) | $2,494,250,000 | 73 |
| Non-managed Assets ($) | $2,996,103,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,813,000 | 64 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,387,000 | 96 |
| Number of Managed Accounts | $1,377,000 | 117 |
| Number of Non-Managed Accounts | $1,010,000 | 68 |
| Total fiduciary and related assets | $5,298,725,000 | 74 |
| Managed Assets ($) | $2,430,153,000 | 74 |
| Non-managed Assets ($) | $2,868,572,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,910,000 | 67 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,352,000 | 94 |
| Number of Managed Accounts | $1,373,000 | 114 |
| Number of Non-Managed Accounts | $979,000 | 68 |
| Total fiduciary and related assets | $5,300,616,000 | 75 |
| Managed Assets ($) | $2,543,033,000 | 72 |
| Non-managed Assets ($) | $2,757,583,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,835,000 | 68 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,369,000 | 99 |
| Number of Managed Accounts | $1,369,000 | 116 |
| Number of Non-Managed Accounts | $1,000,000 | 81 |
| Total fiduciary and related assets | $5,232,780,000 | 74 |
| Managed Assets ($) | $2,506,834,000 | 72 |
| Non-managed Assets ($) | $2,725,946,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,054,000 | 69 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,388,000 | 99 |
| Number of Managed Accounts | $1,406,000 | 113 |
| Number of Non-Managed Accounts | $982,000 | 73 |
| Total fiduciary and related assets | $4,903,123,000 | 81 |
| Managed Assets ($) | $2,311,953,000 | 77 |
| Non-managed Assets ($) | $2,591,170,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,089,000 | 76 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,454,000 | 100 |
| Number of Managed Accounts | $1,396,000 | 121 |
| Number of Non-Managed Accounts | $1,058,000 | 71 |
| Total fiduciary and related assets | $5,113,670,000 | 85 |
| Managed Assets ($) | $2,166,990,000 | 84 |
| Non-managed Assets ($) | $2,946,680,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,212,000 | 81 |
| 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 | $2,412,000 | 100 |
| Number of Managed Accounts | $1,364,000 | 121 |
| Number of Non-Managed Accounts | $1,048,000 | 71 |
| Total fiduciary and related assets | $5,060,469,000 | 83 |
| Managed Assets ($) | $2,061,528,000 | 85 |
| Non-managed Assets ($) | $2,998,941,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,298,000 | 74 |
| 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 | $2,417,000 | 106 |
| Number of Managed Accounts | $1,358,000 | 122 |
| Number of Non-Managed Accounts | $1,059,000 | 80 |
| Total fiduciary and related assets | $5,237,313,000 | 85 |
| Managed Assets ($) | $2,027,440,000 | 85 |
| Non-managed Assets ($) | $3,209,873,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,136,000 | 73 |
| 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 | $2,465,000 | 100 |
| Number of Managed Accounts | $1,391,000 | 118 |
| Number of Non-Managed Accounts | $1,074,000 | 68 |
| Total fiduciary and related assets | $5,063,302,000 | 84 |
| Managed Assets ($) | $1,943,383,000 | 88 |
| Non-managed Assets ($) | $3,119,919,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,261,000 | 72 |
| 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 | $2,466,000 | 100 |
| Number of Managed Accounts | $1,385,000 | 115 |
| Number of Non-Managed Accounts | $1,081,000 | 67 |
| Total fiduciary and related assets | $5,002,625,000 | 82 |
| Managed Assets ($) | $1,992,208,000 | 83 |
| Non-managed Assets ($) | $3,010,417,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,096,000 | 78 |
| 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 | $2,461,000 | 106 |
| Number of Managed Accounts | $1,392,000 | 118 |
| Number of Non-Managed Accounts | $1,069,000 | 72 |
| Total fiduciary and related assets | $4,561,258,000 | 86 |
| Managed Assets ($) | $1,971,509,000 | 88 |
| Non-managed Assets ($) | $2,589,749,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,653,000 | 80 |
| 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 | $2,473,000 | 114 |
| Number of Managed Accounts | $1,395,000 | 120 |
| Number of Non-Managed Accounts | $1,078,000 | 85 |
| Total fiduciary and related assets | $4,591,002,000 | 87 |
| Managed Assets ($) | $1,945,572,000 | 90 |
| Non-managed Assets ($) | $2,645,430,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,446,000 | 80 |
| 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 | $2,432,000 | 103 |
| Number of Managed Accounts | $1,357,000 | 121 |
| Number of Non-Managed Accounts | $1,075,000 | 78 |
| Total fiduciary and related assets | $4,245,870,000 | 87 |
| Managed Assets ($) | $1,831,484,000 | 91 |
| Non-managed Assets ($) | $2,414,386,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,781,000 | 82 |
| 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 | $2,819,000 | 98 |
| Number of Managed Accounts | $1,567,000 | 109 |
| Number of Non-Managed Accounts | $1,252,000 | 72 |
| Total fiduciary and related assets | $4,201,919,000 | 91 |
| Managed Assets ($) | $1,817,675,000 | 93 |
| Non-managed Assets ($) | $2,384,244,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,857,000 | 84 |
| 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 | $2,857,000 | 99 |
| Number of Managed Accounts | $1,572,000 | 108 |
| Number of Non-Managed Accounts | $1,285,000 | 70 |
| Total fiduciary and related assets | $4,070,994,000 | 90 |
| Managed Assets ($) | $1,834,612,000 | 96 |
| Non-managed Assets ($) | $2,236,382,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,970,000 | 89 |
| 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 | $2,901,000 | 104 |
| Number of Managed Accounts | $1,569,000 | 114 |
| Number of Non-Managed Accounts | $1,332,000 | 77 |
| Total fiduciary and related assets | $3,903,223,000 | 95 |
| Managed Assets ($) | $1,769,582,000 | 100 |
| Non-managed Assets ($) | $2,133,641,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,620,000 | 87 |
| 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 | $2,924,000 | 102 |
| Number of Managed Accounts | $1,616,000 | 112 |
| Number of Non-Managed Accounts | $1,308,000 | 74 |
| Total fiduciary and related assets | $3,624,197,000 | 98 |
| Managed Assets ($) | $1,712,650,000 | 102 |
| Non-managed Assets ($) | $1,911,547,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,804,000 | 103 |
| 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 | $3,193,000 | 99 |
| Number of Managed Accounts | $1,650,000 | 112 |
| Number of Non-Managed Accounts | $1,543,000 | 72 |
| Total fiduciary and related assets | $3,429,105,000 | 100 |
| Managed Assets ($) | $1,853,408,000 | 95 |
| Non-managed Assets ($) | $1,575,697,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,650,000 | 98 |
| 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 | $3,233,000 | 99 |
| Number of Managed Accounts | $1,658,000 | 115 |
| Number of Non-Managed Accounts | $1,575,000 | 75 |
| Total fiduciary and related assets | $3,219,192,000 | 105 |
| Managed Assets ($) | $1,713,195,000 | 102 |
| Non-managed Assets ($) | $1,505,997,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,306,000 | 100 |
| 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 | $3,200,000 | 102 |
| Number of Managed Accounts | $1,718,000 | 116 |
| Number of Non-Managed Accounts | $1,482,000 | 80 |
| Total fiduciary and related assets | $3,037,807,000 | 109 |
| Managed Assets ($) | $1,768,347,000 | 99 |
| Non-managed Assets ($) | $1,269,460,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,874,000 | 95 |
| 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 | $3,729,000 | 85 |
| Number of Managed Accounts | $1,985,000 | 94 |
| Number of Non-Managed Accounts | $1,744,000 | 68 |
| Total fiduciary and related assets | $3,043,664,000 | 98 |
| Managed Assets ($) | $1,613,104,000 | 102 |
| Non-managed Assets ($) | $1,430,560,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,888,000 | 89 |
| 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 | $13,520,000 | 97 |
| 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 | $15,232,000 | 104 |
| 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 | $16,527,000 | 102 |
| 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 | $15,011,000 | 105 |
| 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 | $12,739,000 | 120 |
| 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 | $11,094,000 | 142 |
| 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 | $10,042,000 | 150 |
| 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 | $9,922,000 | 150 |
| 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 | $9,228,000 | 155 |