Home > People's United Bank > Fiduciary and Related Services
People's United Bank, Fiduciary and Related Services
| 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 | $2,843,000 | 96 |
| Number of Managed Accounts | $2,504,000 | 86 |
| Number of Non-Managed Accounts | $339,000 | 99 |
| Total fiduciary and related assets | $4,229,270,000 | 104 |
| Managed Assets ($) | $3,660,182,000 | 85 |
| Non-managed Assets ($) | $569,088,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,053,000 | 64 |
| 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 | $2,939,000 | 95 |
| Number of Managed Accounts | $2,564,000 | 81 |
| Number of Non-Managed Accounts | $375,000 | 98 |
| Total fiduciary and related assets | $4,594,776,000 | 98 |
| Managed Assets ($) | $3,947,841,000 | 80 |
| Non-managed Assets ($) | $646,935,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,423,000 | 59 |
| 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 | $2,952,000 | 92 |
| Number of Managed Accounts | $2,662,000 | 78 |
| Number of Non-Managed Accounts | $290,000 | 105 |
| Total fiduciary and related assets | $4,484,223,000 | 98 |
| Managed Assets ($) | $3,870,053,000 | 79 |
| Non-managed Assets ($) | $614,170,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,684,000 | 58 |
| 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 | $2,990,000 | 88 |
| Number of Managed Accounts | $2,686,000 | 81 |
| Number of Non-Managed Accounts | $304,000 | 107 |
| Total fiduciary and related assets | $4,579,034,000 | 97 |
| Managed Assets ($) | $3,940,668,000 | 73 |
| Non-managed Assets ($) | $638,366,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,216,000 | 59 |
| 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 | $3,003,000 | 88 |
| Number of Managed Accounts | $2,686,000 | 79 |
| Number of Non-Managed Accounts | $317,000 | 101 |
| Total fiduciary and related assets | $4,520,326,000 | 94 |
| Managed Assets ($) | $3,776,752,000 | 73 |
| Non-managed Assets ($) | $743,574,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,335,000 | 59 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,090,000 | 88 |
| Number of Managed Accounts | $2,705,000 | 80 |
| Number of Non-Managed Accounts | $385,000 | 102 |
| Total fiduciary and related assets | $4,418,125,000 | 97 |
| Managed Assets ($) | $3,689,721,000 | 76 |
| Non-managed Assets ($) | $728,404,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,779,000 | 57 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,131,000 | 84 |
| Number of Managed Accounts | $2,752,000 | 78 |
| Number of Non-Managed Accounts | $379,000 | 91 |
| Total fiduciary and related assets | $4,254,727,000 | 94 |
| Managed Assets ($) | $3,449,790,000 | 76 |
| Non-managed Assets ($) | $804,937,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,707,000 | 56 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,165,000 | 82 |
| Number of Managed Accounts | $2,793,000 | 76 |
| Number of Non-Managed Accounts | $372,000 | 99 |
| Total fiduciary and related assets | $4,126,513,000 | 95 |
| Managed Assets ($) | $3,321,055,000 | 77 |
| Non-managed Assets ($) | $805,458,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,744,000 | 56 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,206,000 | 81 |
| Number of Managed Accounts | $2,823,000 | 75 |
| Number of Non-Managed Accounts | $383,000 | 93 |
| Total fiduciary and related assets | $3,699,816,000 | 97 |
| Managed Assets ($) | $2,986,724,000 | 78 |
| Non-managed Assets ($) | $713,092,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,759,000 | 58 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,304,000 | 79 |
| Number of Managed Accounts | $2,855,000 | 76 |
| Number of Non-Managed Accounts | $449,000 | 95 |
| Total fiduciary and related assets | $4,373,643,000 | 93 |
| Managed Assets ($) | $3,523,853,000 | 75 |
| Non-managed Assets ($) | $849,790,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,595,000 | 56 |
| 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 | $4,280,000 | 63 |
| Number of Managed Accounts | $3,170,000 | 67 |
| Number of Non-Managed Accounts | $1,110,000 | 57 |
| Total fiduciary and related assets | $5,334,230,000 | 77 |
| Managed Assets ($) | $3,564,892,000 | 72 |
| Non-managed Assets ($) | $1,769,338,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,520,000 | 57 |
| 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 | $4,319,000 | 64 |
| Number of Managed Accounts | $3,256,000 | 67 |
| Number of Non-Managed Accounts | $1,063,000 | 62 |
| Total fiduciary and related assets | $5,742,827,000 | 72 |
| Managed Assets ($) | $3,587,506,000 | 72 |
| Non-managed Assets ($) | $2,155,321,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,888,000 | 57 |
| 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 | $4,330,000 | 64 |
| Number of Managed Accounts | $3,233,000 | 67 |
| Number of Non-Managed Accounts | $1,097,000 | 61 |
| Total fiduciary and related assets | $5,539,059,000 | 75 |
| Managed Assets ($) | $3,523,900,000 | 72 |
| Non-managed Assets ($) | $2,015,159,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,009,000 | 57 |
| 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 | $4,368,000 | 67 |
| Number of Managed Accounts | $3,248,000 | 67 |
| Number of Non-Managed Accounts | $1,120,000 | 61 |
| Total fiduciary and related assets | $5,270,451,000 | 73 |
| Managed Assets ($) | $3,235,712,000 | 71 |
| Non-managed Assets ($) | $2,034,739,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,671,000 | 55 |
| 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 | $4,672,000 | 63 |
| Number of Managed Accounts | $3,409,000 | 61 |
| Number of Non-Managed Accounts | $1,263,000 | 54 |
| Total fiduciary and related assets | $5,885,997,000 | 70 |
| Managed Assets ($) | $3,764,160,000 | 64 |
| Non-managed Assets ($) | $2,121,837,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,583,000 | 55 |
| 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 | $5,034,000 | 60 |
| Number of Managed Accounts | $3,657,000 | 57 |
| Number of Non-Managed Accounts | $1,377,000 | 51 |
| Total fiduciary and related assets | $6,792,087,000 | 67 |
| Managed Assets ($) | $4,498,328,000 | 53 |
| Non-managed Assets ($) | $2,293,759,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,332,000 | 55 |
| 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 | $5,789,000 | 51 |
| Number of Managed Accounts | $4,364,000 | 49 |
| Number of Non-Managed Accounts | $1,425,000 | 52 |
| Total fiduciary and related assets | $7,725,269,000 | 63 |
| Managed Assets ($) | $5,320,194,000 | 50 |
| Non-managed Assets ($) | $2,405,075,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,342,000 | 56 |
| 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 | $5,852,000 | 52 |
| Number of Managed Accounts | $4,432,000 | 49 |
| Number of Non-Managed Accounts | $1,420,000 | 56 |
| Total fiduciary and related assets | $7,837,792,000 | 63 |
| Managed Assets ($) | $5,358,831,000 | 50 |
| Non-managed Assets ($) | $2,478,961,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,242,000 | 55 |
| 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 | $5,844,000 | 52 |
| Number of Managed Accounts | $4,463,000 | 49 |
| Number of Non-Managed Accounts | $1,381,000 | 54 |
| Total fiduciary and related assets | $7,706,917,000 | 62 |
| Managed Assets ($) | $5,260,500,000 | 50 |
| Non-managed Assets ($) | $2,446,417,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,045,000 | 55 |
| 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 | $5,871,000 | 51 |
| Number of Managed Accounts | $4,462,000 | 48 |
| Number of Non-Managed Accounts | $1,409,000 | 52 |
| Total fiduciary and related assets | $7,654,431,000 | 61 |
| Managed Assets ($) | $5,039,154,000 | 51 |
| Non-managed Assets ($) | $2,615,277,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,993,000 | 54 |
| 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 | $5,895,000 | 51 |
| Number of Managed Accounts | $4,469,000 | 48 |
| Number of Non-Managed Accounts | $1,426,000 | 52 |
| Total fiduciary and related assets | $7,226,176,000 | 61 |
| Managed Assets ($) | $4,879,965,000 | 52 |
| Non-managed Assets ($) | $2,346,211,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,559,000 | 54 |
| 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 | $5,910,000 | 53 |
| Number of Managed Accounts | $4,515,000 | 46 |
| Number of Non-Managed Accounts | $1,395,000 | 54 |
| Total fiduciary and related assets | $7,081,233,000 | 61 |
| Managed Assets ($) | $4,749,470,000 | 51 |
| Non-managed Assets ($) | $2,331,763,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,108,000 | 56 |
| 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 | $5,999,000 | 49 |
| Number of Managed Accounts | $4,562,000 | 46 |
| Number of Non-Managed Accounts | $1,437,000 | 52 |
| Total fiduciary and related assets | $6,988,301,000 | 61 |
| Managed Assets ($) | $4,578,165,000 | 51 |
| Non-managed Assets ($) | $2,410,136,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,782,000 | 56 |
| 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 | $6,044,000 | 48 |
| Number of Managed Accounts | $4,569,000 | 46 |
| Number of Non-Managed Accounts | $1,475,000 | 51 |
| Total fiduciary and related assets | $6,863,352,000 | 61 |
| Managed Assets ($) | $4,466,743,000 | 52 |
| Non-managed Assets ($) | $2,396,609,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,463,000 | 57 |
| 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 | $6,028,000 | 48 |
| Number of Managed Accounts | $4,569,000 | 46 |
| Number of Non-Managed Accounts | $1,459,000 | 50 |
| Total fiduciary and related assets | $6,839,406,000 | 62 |
| Managed Assets ($) | $4,505,961,000 | 52 |
| Non-managed Assets ($) | $2,333,445,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,740,000 | 57 |
| 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 | $6,108,000 | 46 |
| Number of Managed Accounts | $4,581,000 | 44 |
| Number of Non-Managed Accounts | $1,527,000 | 51 |
| Total fiduciary and related assets | $7,097,067,000 | 61 |
| Managed Assets ($) | $4,467,347,000 | 51 |
| Non-managed Assets ($) | $2,629,720,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,788,000 | 58 |
| 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 | $6,143,000 | 45 |
| Number of Managed Accounts | $4,598,000 | 41 |
| Number of Non-Managed Accounts | $1,545,000 | 48 |
| Total fiduciary and related assets | $6,838,412,000 | 61 |
| Managed Assets ($) | $4,264,719,000 | 52 |
| Non-managed Assets ($) | $2,573,693,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,958,000 | 57 |
| 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 | $6,231,000 | 46 |
| Number of Managed Accounts | $4,584,000 | 42 |
| Number of Non-Managed Accounts | $1,647,000 | 48 |
| Total fiduciary and related assets | $7,251,606,000 | 61 |
| Managed Assets ($) | $4,468,040,000 | 55 |
| Non-managed Assets ($) | $2,783,566,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,279,000 | 59 |
| 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 | $6,316,000 | 46 |
| Number of Managed Accounts | $4,627,000 | 41 |
| Number of Non-Managed Accounts | $1,689,000 | 49 |
| Total fiduciary and related assets | $10,191,181,000 | 55 |
| Managed Assets ($) | $4,538,291,000 | 54 |
| Non-managed Assets ($) | $5,652,890,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,718,000 | 59 |
| 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 | $6,444,000 | 47 |
| Number of Managed Accounts | $4,643,000 | 40 |
| Number of Non-Managed Accounts | $1,801,000 | 51 |
| Total fiduciary and related assets | $10,872,009,000 | 54 |
| Managed Assets ($) | $4,430,067,000 | 53 |
| Non-managed Assets ($) | $6,441,942,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,378,000 | 59 |
| 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 | $6,425,000 | 44 |
| Number of Managed Accounts | $4,668,000 | 37 |
| Number of Non-Managed Accounts | $1,757,000 | 49 |
| Total fiduciary and related assets | $10,768,563,000 | 54 |
| Managed Assets ($) | $4,361,819,000 | 54 |
| Non-managed Assets ($) | $6,406,744,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,726,000 | 58 |
| 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 | $6,404,000 | 43 |
| Number of Managed Accounts | $4,685,000 | 36 |
| Number of Non-Managed Accounts | $1,719,000 | 49 |
| Total fiduciary and related assets | $10,758,097,000 | 54 |
| Managed Assets ($) | $4,435,583,000 | 53 |
| Non-managed Assets ($) | $6,322,514,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,994,000 | 58 |
| 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 | $6,271,000 | 45 |
| Number of Managed Accounts | $4,522,000 | 38 |
| Number of Non-Managed Accounts | $1,749,000 | 51 |
| Total fiduciary and related assets | $8,846,987,000 | 57 |
| Managed Assets ($) | $4,093,064,000 | 54 |
| Non-managed Assets ($) | $4,753,923,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,920,000 | 59 |
| 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 | $6,270,000 | 45 |
| Number of Managed Accounts | $4,559,000 | 38 |
| Number of Non-Managed Accounts | $1,711,000 | 55 |
| Total fiduciary and related assets | $8,946,934,000 | 56 |
| Managed Assets ($) | $4,186,470,000 | 53 |
| Non-managed Assets ($) | $4,760,464,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,037,000 | 58 |
| 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 | $6,276,000 | 46 |
| Number of Managed Accounts | $4,599,000 | 38 |
| Number of Non-Managed Accounts | $1,677,000 | 50 |
| Total fiduciary and related assets | $8,505,890,000 | 56 |
| Managed Assets ($) | $3,996,715,000 | 53 |
| Non-managed Assets ($) | $4,509,175,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,087,000 | 60 |
| 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 | $6,282,000 | 46 |
| Number of Managed Accounts | $4,595,000 | 37 |
| Number of Non-Managed Accounts | $1,687,000 | 51 |
| Total fiduciary and related assets | $8,339,476,000 | 58 |
| Managed Assets ($) | $3,846,110,000 | 54 |
| Non-managed Assets ($) | $4,493,366,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,487,000 | 59 |
| 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 | $6,312,000 | 46 |
| Number of Managed Accounts | $4,554,000 | 37 |
| Number of Non-Managed Accounts | $1,758,000 | 53 |
| Total fiduciary and related assets | $8,279,590,000 | 58 |
| Managed Assets ($) | $3,756,157,000 | 54 |
| Non-managed Assets ($) | $4,523,433,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,303,000 | 60 |
| 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 | $6,455,000 | 43 |
| Number of Managed Accounts | $4,690,000 | 36 |
| Number of Non-Managed Accounts | $1,765,000 | 55 |
| Total fiduciary and related assets | $9,003,824,000 | 53 |
| Managed Assets ($) | $3,641,486,000 | 54 |
| Non-managed Assets ($) | $5,362,338,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,349,000 | 59 |
| 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 | $6,580,000 | 41 |
| Number of Managed Accounts | $4,744,000 | 34 |
| Number of Non-Managed Accounts | $1,836,000 | 49 |
| Total fiduciary and related assets | $9,432,809,000 | 52 |
| Managed Assets ($) | $3,631,700,000 | 52 |
| Non-managed Assets ($) | $5,801,109,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,860,000 | 60 |
| 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 | $6,639,000 | 43 |
| Number of Managed Accounts | $4,763,000 | 36 |
| Number of Non-Managed Accounts | $1,876,000 | 52 |
| Total fiduciary and related assets | $9,324,613,000 | 52 |
| Managed Assets ($) | $3,541,834,000 | 52 |
| Non-managed Assets ($) | $5,782,779,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,658,000 | 59 |
| 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 | $6,737,000 | 44 |
| Number of Managed Accounts | $4,806,000 | 36 |
| Number of Non-Managed Accounts | $1,931,000 | 49 |
| Total fiduciary and related assets | $9,397,555,000 | 52 |
| Managed Assets ($) | $3,564,792,000 | 52 |
| Non-managed Assets ($) | $5,832,763,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,011,000 | 61 |
| 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 | $6,855,000 | 43 |
| Number of Managed Accounts | $4,967,000 | 33 |
| Number of Non-Managed Accounts | $1,888,000 | 51 |
| Total fiduciary and related assets | $9,026,545,000 | 52 |
| Managed Assets ($) | $3,433,035,000 | 52 |
| Non-managed Assets ($) | $5,593,510,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,006,000 | 44 |
| Number of Managed Accounts | $5,033,000 | 35 |
| Number of Non-Managed Accounts | $1,973,000 | 47 |
| Total fiduciary and related assets | $8,728,431,000 | 54 |
| Managed Assets ($) | $3,306,124,000 | 55 |
| Non-managed Assets ($) | $5,422,307,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,708,000 | 45 |
| Number of Managed Accounts | $4,725,000 | 37 |
| Number of Non-Managed Accounts | $1,983,000 | 49 |
| Total fiduciary and related assets | $9,262,211,000 | 55 |
| Managed Assets ($) | $3,445,582,000 | 59 |
| Non-managed Assets ($) | $5,816,629,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,777,000 | 43 |
| Number of Managed Accounts | $4,782,000 | 36 |
| Number of Non-Managed Accounts | $1,995,000 | 50 |
| Total fiduciary and related assets | $9,385,051,000 | 53 |
| Managed Assets ($) | $3,509,658,000 | 56 |
| Non-managed Assets ($) | $5,875,393,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,070,000 | 45 |
| Number of Managed Accounts | $4,908,000 | 36 |
| Number of Non-Managed Accounts | $2,162,000 | 50 |
| Total fiduciary and related assets | $9,500,130,000 | 53 |
| Managed Assets ($) | $3,461,679,000 | 57 |
| Non-managed Assets ($) | $6,038,451,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,059,000 | 43 |
| Number of Managed Accounts | $4,866,000 | 35 |
| Number of Non-Managed Accounts | $2,193,000 | 45 |
| Total fiduciary and related assets | $9,468,294,000 | 53 |
| Managed Assets ($) | $3,358,121,000 | 56 |
| Non-managed Assets ($) | $6,110,173,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,177,000 | 45 |
| Number of Managed Accounts | $5,108,000 | 33 |
| Number of Non-Managed Accounts | $2,069,000 | 47 |
| Total fiduciary and related assets | $9,233,528,000 | 53 |
| Managed Assets ($) | $3,269,825,000 | 54 |
| Non-managed Assets ($) | $5,963,703,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,933,000 | 49 |
| Number of Managed Accounts | $3,988,000 | 40 |
| Number of Non-Managed Accounts | $1,945,000 | 49 |
| Total fiduciary and related assets | $9,570,081,000 | 53 |
| Managed Assets ($) | $3,437,182,000 | 54 |
| Non-managed Assets ($) | $6,132,899,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,127,000 | 52 |
| Number of Managed Accounts | $4,034,000 | 42 |
| Number of Non-Managed Accounts | $2,093,000 | 51 |
| Total fiduciary and related assets | $8,924,834,000 | 56 |
| Managed Assets ($) | $3,065,927,000 | 59 |
| Non-managed Assets ($) | $5,858,907,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,233,000 | 49 |
| Number of Managed Accounts | $5,047,000 | 34 |
| Number of Non-Managed Accounts | $2,186,000 | 49 |
| Total fiduciary and related assets | $9,302,790,000 | 57 |
| Managed Assets ($) | $3,282,534,000 | 59 |
| Non-managed Assets ($) | $6,020,256,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,206,000 | 50 |
| Number of Managed Accounts | $5,160,000 | 37 |
| Number of Non-Managed Accounts | $2,046,000 | 49 |
| Total fiduciary and related assets | $9,390,452,000 | 58 |
| Managed Assets ($) | $3,122,200,000 | 59 |
| Non-managed Assets ($) | $6,268,252,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,369,000 | 49 |
| Number of Managed Accounts | $5,261,000 | 37 |
| Number of Non-Managed Accounts | $2,108,000 | 46 |
| Total fiduciary and related assets | $9,264,191,000 | 55 |
| Managed Assets ($) | $2,948,252,000 | 59 |
| Non-managed Assets ($) | $6,315,939,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,496,000 | 50 |
| Number of Managed Accounts | $5,360,000 | 36 |
| Number of Non-Managed Accounts | $2,136,000 | 54 |
| Total fiduciary and related assets | $9,943,993,000 | 57 |
| Managed Assets ($) | $3,118,099,000 | 59 |
| Non-managed Assets ($) | $6,825,894,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,512,000 | 49 |
| Number of Managed Accounts | $5,408,000 | 36 |
| Number of Non-Managed Accounts | $2,104,000 | 49 |
| Total fiduciary and related assets | $10,339,069,000 | 58 |
| Managed Assets ($) | $3,374,296,000 | 59 |
| Non-managed Assets ($) | $6,964,773,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,599,000 | 51 |
| Number of Managed Accounts | $5,433,000 | 37 |
| Number of Non-Managed Accounts | $2,166,000 | 50 |
| Total fiduciary and related assets | $10,756,824,000 | 62 |
| Managed Assets ($) | $3,564,030,000 | 61 |
| Non-managed Assets ($) | $7,192,794,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,509,000 | 48 |
| Number of Managed Accounts | $5,421,000 | 35 |
| Number of Non-Managed Accounts | $2,088,000 | 49 |
| Total fiduciary and related assets | $10,912,091,000 | 57 |
| Managed Assets ($) | $3,681,798,000 | 59 |
| Non-managed Assets ($) | $7,230,293,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $984,000 | 231 |
| Number of Managed Accounts | $889,000 | 180 |
| Number of Non-Managed Accounts | $95,000 | 374 |
| Total fiduciary and related assets | $1,881,889,000 | 123 |
| Managed Assets ($) | $1,236,767,000 | 112 |
| Non-managed Assets ($) | $645,122,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $990,000 | 207 |
| Number of Managed Accounts | $895,000 | 169 |
| Number of Non-Managed Accounts | $95,000 | 222 |
| Total fiduciary and related assets | $1,894,969,000 | 124 |
| Managed Assets ($) | $1,251,114,000 | 112 |
| Non-managed Assets ($) | $643,855,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $993,000 | 206 |
| Number of Managed Accounts | $898,000 | 168 |
| Number of Non-Managed Accounts | $95,000 | 228 |
| Total fiduciary and related assets | $1,859,242,000 | 130 |
| Managed Assets ($) | $1,221,707,000 | 117 |
| Non-managed Assets ($) | $637,535,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,006,000 | 200 |
| Number of Managed Accounts | $910,000 | 164 |
| Number of Non-Managed Accounts | $96,000 | 234 |
| Total fiduciary and related assets | $1,788,014,000 | 131 |
| Managed Assets ($) | $1,162,365,000 | 122 |
| Non-managed Assets ($) | $625,649,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,033,000 | 211 |
| Number of Managed Accounts | $936,000 | 165 |
| Number of Non-Managed Accounts | $97,000 | 378 |
| Total fiduciary and related assets | $1,758,719,000 | 130 |
| Managed Assets ($) | $1,138,394,000 | 120 |
| Non-managed Assets ($) | $620,325,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,127,000 | 196 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 197 |
| Number of Managed Accounts | $945,000 | 163 |
| Number of Non-Managed Accounts | $99,000 | 233 |
| Total fiduciary and related assets | $1,718,011,000 | 135 |
| Managed Assets ($) | $1,118,479,000 | 123 |
| Non-managed Assets ($) | $599,532,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,127,000 | 183 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,034,000 | 203 |
| Number of Managed Accounts | $938,000 | 170 |
| Number of Non-Managed Accounts | $96,000 | 239 |
| Total fiduciary and related assets | $1,548,757,000 | 146 |
| Managed Assets ($) | $978,051,000 | 131 |
| Non-managed Assets ($) | $570,706,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,127,000 | 144 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,044,000 | 200 |
| Number of Managed Accounts | $939,000 | 168 |
| Number of Non-Managed Accounts | $105,000 | 238 |
| Total fiduciary and related assets | $1,600,275,000 | 145 |
| Managed Assets ($) | $1,026,887,000 | 127 |
| Non-managed Assets ($) | $573,388,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,553,000 | 140 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,068,000 | 208 |
| Number of Managed Accounts | $960,000 | 169 |
| Number of Non-Managed Accounts | $108,000 | 359 |
| Total fiduciary and related assets | $1,553,337,000 | 143 |
| Managed Assets ($) | $995,116,000 | 129 |
| Non-managed Assets ($) | $558,221,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,171,000 | 136 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,100,000 | 185 |
| Number of Managed Accounts | $989,000 | 156 |
| Number of Non-Managed Accounts | $111,000 | 230 |
| Total fiduciary and related assets | $1,527,643,000 | 144 |
| Managed Assets ($) | $974,455,000 | 125 |
| Non-managed Assets ($) | $553,188,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,633,000 | 137 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,158,000 | 180 |
| Number of Managed Accounts | $1,045,000 | 153 |
| Number of Non-Managed Accounts | $113,000 | 235 |
| Total fiduciary and related assets | $1,487,421,000 | 140 |
| Managed Assets ($) | $954,786,000 | 123 |
| Non-managed Assets ($) | $532,635,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,141,000 | 136 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,165,000 | 182 |
| Number of Managed Accounts | $1,053,000 | 150 |
| Number of Non-Managed Accounts | $112,000 | 239 |
| Total fiduciary and related assets | $1,470,777,000 | 146 |
| Managed Assets ($) | $948,005,000 | 127 |
| Non-managed Assets ($) | $522,772,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,600,000 | 139 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,174,000 | 193 |
| Number of Managed Accounts | $1,051,000 | 152 |
| Number of Non-Managed Accounts | $123,000 | 361 |
| Total fiduciary and related assets | $1,504,013,000 | 146 |
| Managed Assets ($) | $972,970,000 | 123 |
| Non-managed Assets ($) | $531,043,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,089,000 | 134 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,169,000 | 182 |
| Number of Managed Accounts | $1,044,000 | 152 |
| Number of Non-Managed Accounts | $125,000 | 235 |
| Total fiduciary and related assets | $1,441,732,000 | 149 |
| Managed Assets ($) | $932,108,000 | 129 |
| Non-managed Assets ($) | $509,624,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,541,000 | 133 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,182,000 | 181 |
| Number of Managed Accounts | $1,055,000 | 152 |
| Number of Non-Managed Accounts | $127,000 | 240 |
| Total fiduciary and related assets | $1,455,899,000 | 147 |
| Managed Assets ($) | $930,733,000 | 126 |
| Non-managed Assets ($) | $525,166,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,006,000 | 136 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,186,000 | 178 |
| Number of Managed Accounts | $1,073,000 | 148 |
| Number of Non-Managed Accounts | $113,000 | 250 |
| Total fiduciary and related assets | $1,397,275,000 | 151 |
| Managed Assets ($) | $938,487,000 | 126 |
| Non-managed Assets ($) | $458,788,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,497,000 | 137 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,173,000 | 199 |
| Number of Managed Accounts | $1,060,000 | 156 |
| Number of Non-Managed Accounts | $113,000 | 402 |
| Total fiduciary and related assets | $1,360,677,000 | 158 |
| Managed Assets ($) | $922,282,000 | 132 |
| Non-managed Assets ($) | $438,395,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,517,000 | 143 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,132,000 | 195 |
| Number of Managed Accounts | $1,021,000 | 158 |
| Number of Non-Managed Accounts | $111,000 | 267 |
| Total fiduciary and related assets | $1,306,804,000 | 162 |
| Managed Assets ($) | $889,530,000 | 138 |
| Non-managed Assets ($) | $417,274,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,071,000 | 151 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,138,000 | 196 |
| Number of Managed Accounts | $1,026,000 | 160 |
| Number of Non-Managed Accounts | $112,000 | 273 |
| Total fiduciary and related assets | $1,283,247,000 | 166 |
| Managed Assets ($) | $873,121,000 | 138 |
| Non-managed Assets ($) | $410,126,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,673,000 | 158 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,145,000 | 205 |
| Number of Managed Accounts | $1,034,000 | 164 |
| Number of Non-Managed Accounts | $111,000 | 278 |
| Total fiduciary and related assets | $1,183,085,000 | 171 |
| Managed Assets ($) | $808,497,000 | 146 |
| Non-managed Assets ($) | $374,588,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,330,000 | 162 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,127,000 | 224 |
| Number of Managed Accounts | $1,013,000 | 177 |
| Number of Non-Managed Accounts | $114,000 | 399 |
| Total fiduciary and related assets | $1,185,694,000 | 171 |
| Managed Assets ($) | $806,063,000 | 145 |
| Non-managed Assets ($) | $379,631,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,473,000 | 155 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,099,000 | 211 |
| Number of Managed Accounts | $975,000 | 166 |
| Number of Non-Managed Accounts | $124,000 | 371 |
| Total fiduciary and related assets | $1,282,938,000 | 154 |
| Managed Assets ($) | $833,579,000 | 140 |
| Non-managed Assets ($) | $449,359,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,845,000 | 149 |
| 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 | $5,760,000 | 153 |
| 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 | $4,933,000 | 193 |
| 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 | $4,056,000 | 215 |
| 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 | $3,361,000 | 241 |
| 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 | $2,896,000 | 291 |
| 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 | $2,460,000 | 336 |
| 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 | $2,034,000 | 364 |
| 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 | $1,922,000 | 392 |
| 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 | $1,923,000 | 392 |