Home > USAA Federal Savings Bank > Fiduciary and Related Services
USAA Federal Savings Bank, 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 | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 403 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 353 |
| 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 | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 398 |
| 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 | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 297 |
| 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 | $168,000 | 599 |
| Number of Managed Accounts | $168,000 | 522 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $129,000,000 | 551 |
| Managed Assets ($) | $129,000,000 | 498 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 346 |
| 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 | $204,000 | 377 |
| Number of Managed Accounts | $204,000 | 349 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $171,000,000 | 384 |
| Managed Assets ($) | $171,000,000 | 363 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 363 |
| 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 | $227,000 | 399 |
| Number of Managed Accounts | $227,000 | 369 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $189,000,000 | 414 |
| Managed Assets ($) | $189,000,000 | 388 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 264 |
| 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 | $259,000 | 325 |
| Number of Managed Accounts | $259,000 | 301 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $240,000,000 | 340 |
| Managed Assets ($) | $240,000,000 | 316 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 268 |
| 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 | $278,000 | 453 |
| Number of Managed Accounts | $278,000 | 395 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $275,748,000 | 398 |
| Managed Assets ($) | $275,748,000 | 354 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,823,000 | 130 |
| 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 | $327,000 | 313 |
| Number of Managed Accounts | $327,000 | 290 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $317,469,000 | 320 |
| Managed Assets ($) | $317,469,000 | 291 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,437,000 | 116 |
| 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 | $403,000 | 337 |
| Number of Managed Accounts | $403,000 | 305 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $377,307,000 | 340 |
| Managed Assets ($) | $377,307,000 | 301 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,796,000 | 101 |
| 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 | $624,000 | 259 |
| Number of Managed Accounts | $624,000 | 242 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $547,587,000 | 272 |
| Managed Assets ($) | $547,587,000 | 245 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,205,000 | 85 |
| 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 | $859,000 | 246 |
| Number of Managed Accounts | $859,000 | 210 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $832,917,000 | 233 |
| Managed Assets ($) | $832,917,000 | 194 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,667,000 | 72 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,323,000 | 175 |
| Number of Managed Accounts | $1,323,000 | 144 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $1,126,285,000 | 197 |
| Managed Assets ($) | $1,126,285,000 | 159 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,957,000 | 82 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,608,000 | 154 |
| Number of Managed Accounts | $1,608,000 | 131 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,561,231,000 | 160 |
| Managed Assets ($) | $1,561,231,000 | 124 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,092,000 | 90 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,705,000 | 149 |
| Number of Managed Accounts | $1,705,000 | 122 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $1,540,526,000 | 152 |
| Managed Assets ($) | $1,540,526,000 | 120 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,014,000 | 91 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,766,000 | 153 |
| Number of Managed Accounts | $1,766,000 | 123 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $1,801,011,000 | 150 |
| Managed Assets ($) | $1,801,011,000 | 117 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,550,000 | 93 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,802,000 | 145 |
| Number of Managed Accounts | $1,802,000 | 119 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $1,800,411,000 | 146 |
| Managed Assets ($) | $1,800,411,000 | 118 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,265,000 | 96 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,836,000 | 143 |
| Number of Managed Accounts | $1,836,000 | 119 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $1,831,378,000 | 145 |
| Managed Assets ($) | $1,831,378,000 | 116 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,225,000 | 98 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,879,000 | 141 |
| Number of Managed Accounts | $1,879,000 | 115 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $1,853,158,000 | 141 |
| Managed Assets ($) | $1,853,158,000 | 116 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,429,000 | 98 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,901,000 | 136 |
| Number of Managed Accounts | $1,901,000 | 111 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $1,782,409,000 | 139 |
| Managed Assets ($) | $1,782,409,000 | 109 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,274,000 | 94 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 132 |
| Number of Managed Accounts | $1,936,000 | 107 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $1,929,299,000 | 137 |
| Managed Assets ($) | $1,929,299,000 | 108 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,702,000 | 91 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,967,000 | 130 |
| Number of Managed Accounts | $1,967,000 | 106 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,972,303,000 | 133 |
| Managed Assets ($) | $1,972,303,000 | 104 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,946,000 | 91 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,985,000 | 129 |
| Number of Managed Accounts | $1,985,000 | 104 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $2,001,043,000 | 134 |
| Managed Assets ($) | $2,001,043,000 | 104 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,817,000 | 96 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,978,000 | 128 |
| Number of Managed Accounts | $1,978,000 | 103 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $2,042,107,000 | 132 |
| Managed Assets ($) | $2,042,107,000 | 103 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,959,000 | 93 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,975,000 | 128 |
| Number of Managed Accounts | $1,975,000 | 103 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $1,981,504,000 | 131 |
| Managed Assets ($) | $1,981,504,000 | 102 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,104,000 | 93 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,986,000 | 120 |
| Number of Managed Accounts | $1,986,000 | 98 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $1,943,104,000 | 127 |
| Managed Assets ($) | $1,943,104,000 | 102 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,423,000 | 92 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,994,000 | 117 |
| Number of Managed Accounts | $1,994,000 | 95 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $1,893,120,000 | 129 |
| Managed Assets ($) | $1,893,120,000 | 103 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,607,000 | 91 |
| 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 | $2,039,000 | 115 |
| Number of Managed Accounts | $2,039,000 | 92 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $1,855,476,000 | 129 |
| Managed Assets ($) | $1,855,476,000 | 103 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,149,000 | 95 |
| 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 | $2,020,000 | 114 |
| Number of Managed Accounts | $2,020,000 | 93 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $1,833,322,000 | 128 |
| Managed Assets ($) | $1,833,322,000 | 102 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,789,000 | 95 |
| 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 | $2,014,000 | 117 |
| Number of Managed Accounts | $2,014,000 | 94 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $1,776,598,000 | 130 |
| Managed Assets ($) | $1,776,598,000 | 101 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,421,000 | 95 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,956,000 | 123 |
| Number of Managed Accounts | $1,956,000 | 98 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $1,707,584,000 | 131 |
| Managed Assets ($) | $1,707,584,000 | 104 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,034,000 | 94 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,887,000 | 126 |
| Number of Managed Accounts | $1,887,000 | 96 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $1,648,769,000 | 134 |
| Managed Assets ($) | $1,648,769,000 | 105 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,763,000 | 101 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,862,000 | 127 |
| Number of Managed Accounts | $1,862,000 | 99 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $1,615,257,000 | 133 |
| Managed Assets ($) | $1,615,257,000 | 104 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,777,000 | 97 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,867,000 | 126 |
| Number of Managed Accounts | $1,867,000 | 99 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $1,665,474,000 | 139 |
| Managed Assets ($) | $1,665,474,000 | 104 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,608,000 | 101 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,776,000 | 132 |
| Number of Managed Accounts | $1,776,000 | 101 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $1,606,745,000 | 140 |
| Managed Assets ($) | $1,606,745,000 | 107 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,700,000 | 102 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,742,000 | 133 |
| Number of Managed Accounts | $1,742,000 | 103 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $1,519,794,000 | 141 |
| Managed Assets ($) | $1,519,794,000 | 110 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,957,000 | 106 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,670,000 | 136 |
| Number of Managed Accounts | $1,670,000 | 105 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $1,500,678,000 | 143 |
| Managed Assets ($) | $1,500,678,000 | 111 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,769,000 | 110 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,578,000 | 143 |
| Number of Managed Accounts | $1,578,000 | 107 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $1,499,292,000 | 140 |
| Managed Assets ($) | $1,499,292,000 | 108 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,442,000 | 117 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,460,000 | 156 |
| Number of Managed Accounts | $1,460,000 | 118 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $1,353,308,000 | 148 |
| Managed Assets ($) | $1,353,308,000 | 112 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,660,000 | 119 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,394,000 | 166 |
| Number of Managed Accounts | $1,394,000 | 120 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $1,260,266,000 | 155 |
| Managed Assets ($) | $1,260,266,000 | 120 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,267,000 | 130 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,384,000 | 158 |
| Number of Managed Accounts | $1,384,000 | 118 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $1,299,645,000 | 143 |
| Managed Assets ($) | $1,299,645,000 | 109 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,724,000 | 129 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,312,000 | 165 |
| Number of Managed Accounts | $1,312,000 | 121 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $1,215,105,000 | 148 |
| Managed Assets ($) | $1,215,105,000 | 113 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,352,000 | 133 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,252,000 | 172 |
| Number of Managed Accounts | $1,252,000 | 125 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $1,040,552,000 | 158 |
| Managed Assets ($) | $1,040,552,000 | 124 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,015,000 | 135 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,195,000 | 182 |
| Number of Managed Accounts | $1,195,000 | 138 |
| Number of Non-Managed Accounts | $0 | 1,135 |
| Total fiduciary and related assets | $957,600,000 | 163 |
| Managed Assets ($) | $957,600,000 | 125 |
| Non-managed Assets ($) | $0 | 1,126 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,305,000 | 137 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,140,000 | 177 |
| Number of Managed Accounts | $1,140,000 | 139 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $926,534,000 | 163 |
| Managed Assets ($) | $926,534,000 | 127 |
| Non-managed Assets ($) | $0 | 370 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,409,000 | 137 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,114,000 | 179 |
| Number of Managed Accounts | $1,114,000 | 135 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $865,790,000 | 165 |
| Managed Assets ($) | $865,790,000 | 127 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,596,000 | 137 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,089,000 | 186 |
| Number of Managed Accounts | $1,089,000 | 140 |
| Number of Non-Managed Accounts | $0 | 372 |
| Total fiduciary and related assets | $824,052,000 | 172 |
| Managed Assets ($) | $824,052,000 | 133 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,609,000 | 148 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,051,000 | 202 |
| Number of Managed Accounts | $1,051,000 | 144 |
| Number of Non-Managed Accounts | $0 | 1,166 |
| Total fiduciary and related assets | $750,544,000 | 180 |
| Managed Assets ($) | $750,544,000 | 141 |
| Non-managed Assets ($) | $0 | 1,160 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,056,000 | 192 |
| Number of Managed Accounts | $1,056,000 | 143 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $689,575,000 | 188 |
| Managed Assets ($) | $689,575,000 | 145 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,045,000 | 196 |
| Number of Managed Accounts | $1,045,000 | 142 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $720,726,000 | 189 |
| Managed Assets ($) | $720,726,000 | 148 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,003,000 | 200 |
| Number of Managed Accounts | $1,003,000 | 142 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $680,383,000 | 198 |
| Managed Assets ($) | $680,383,000 | 152 |
| Non-managed Assets ($) | $0 | 403 |
| 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 | $955,000 | 225 |
| Number of Managed Accounts | $955,000 | 156 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $633,186,000 | 204 |
| Managed Assets ($) | $633,186,000 | 157 |
| Non-managed Assets ($) | $0 | 1,212 |
| 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 | $945,000 | 210 |
| Number of Managed Accounts | $945,000 | 153 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $646,760,000 | 198 |
| Managed Assets ($) | $646,760,000 | 151 |
| Non-managed Assets ($) | $0 | 389 |
| 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 | $903,000 | 219 |
| Number of Managed Accounts | $903,000 | 157 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $538,842,000 | 216 |
| Managed Assets ($) | $538,842,000 | 160 |
| Non-managed Assets ($) | $0 | 392 |
| 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 | $853,000 | 229 |
| Number of Managed Accounts | $853,000 | 164 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $522,244,000 | 233 |
| Managed Assets ($) | $522,244,000 | 172 |
| Non-managed Assets ($) | $0 | 399 |
| 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 | $827,000 | 262 |
| Number of Managed Accounts | $827,000 | 179 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $474,458,000 | 241 |
| Managed Assets ($) | $474,458,000 | 182 |
| Non-managed Assets ($) | $0 | 1,242 |
| 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 | $823,000 | 236 |
| Number of Managed Accounts | $823,000 | 178 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $457,804,000 | 245 |
| Managed Assets ($) | $457,804,000 | 189 |
| Non-managed Assets ($) | $0 | 385 |
| 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 | $792,000 | 243 |
| Number of Managed Accounts | $792,000 | 186 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $410,662,000 | 257 |
| Managed Assets ($) | $410,662,000 | 200 |
| Non-managed Assets ($) | $0 | 391 |
| 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 | $781,000 | 246 |
| Number of Managed Accounts | $781,000 | 188 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $366,738,000 | 267 |
| Managed Assets ($) | $366,738,000 | 211 |
| Non-managed Assets ($) | $0 | 392 |
| 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 | $767,000 | 280 |
| Number of Managed Accounts | $767,000 | 202 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $381,268,000 | 270 |
| Managed Assets ($) | $381,268,000 | 210 |
| Non-managed Assets ($) | $0 | 1,241 |
| 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 | $792,000 | 243 |
| Number of Managed Accounts | $792,000 | 187 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $442,291,000 | 257 |
| Managed Assets ($) | $442,291,000 | 200 |
| Non-managed Assets ($) | $0 | 420 |
| 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 | $818,000 | 251 |
| Number of Managed Accounts | $818,000 | 185 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $479,869,000 | 256 |
| Managed Assets ($) | $479,869,000 | 194 |
| Non-managed Assets ($) | $0 | 426 |
| 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 | $836,000 | 248 |
| Number of Managed Accounts | $836,000 | 184 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $461,647,000 | 271 |
| Managed Assets ($) | $461,647,000 | 213 |
| Non-managed Assets ($) | $0 | 431 |
| 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 | $842,000 | 266 |
| Number of Managed Accounts | $842,000 | 186 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $481,236,000 | 270 |
| Managed Assets ($) | $481,236,000 | 208 |
| Non-managed Assets ($) | $0 | 1,291 |
| 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 | $829,000 | 245 |
| Number of Managed Accounts | $829,000 | 181 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $475,908,000 | 274 |
| Managed Assets ($) | $475,908,000 | 208 |
| Non-managed Assets ($) | $0 | 416 |
| 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 | $798,000 | 251 |
| Number of Managed Accounts | $798,000 | 190 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $466,267,000 | 281 |
| Managed Assets ($) | $466,267,000 | 213 |
| Non-managed Assets ($) | $0 | 421 |
| 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 | $788,000 | 250 |
| Number of Managed Accounts | $788,000 | 190 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $449,467,000 | 281 |
| Managed Assets ($) | $449,467,000 | 212 |
| Non-managed Assets ($) | $0 | 424 |
| 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 | $751,000 | 279 |
| Number of Managed Accounts | $751,000 | 205 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $425,252,000 | 288 |
| Managed Assets ($) | $425,252,000 | 217 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $734,000 | 262 |
| Number of Managed Accounts | $734,000 | 201 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $391,924,000 | 296 |
| Managed Assets ($) | $391,924,000 | 233 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $713,000 | 270 |
| Number of Managed Accounts | $713,000 | 214 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $378,733,000 | 300 |
| Managed Assets ($) | $378,733,000 | 236 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $713,000 | 275 |
| Number of Managed Accounts | $713,000 | 213 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $388,660,000 | 298 |
| Managed Assets ($) | $388,660,000 | 235 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $698,000 | 301 |
| Number of Managed Accounts | $698,000 | 224 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $378,301,000 | 301 |
| Managed Assets ($) | $378,301,000 | 234 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $689,000 | 267 |
| Number of Managed Accounts | $689,000 | 214 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $366,882,000 | 298 |
| Managed Assets ($) | $366,882,000 | 233 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $681,000 | 271 |
| Number of Managed Accounts | $674,000 | 215 |
| Number of Non-Managed Accounts | $7,000 | 395 |
| Total fiduciary and related assets | $358,616,000 | 300 |
| Managed Assets ($) | $334,732,000 | 242 |
| Non-managed Assets ($) | $23,884,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $659,000 | 275 |
| Number of Managed Accounts | $651,000 | 219 |
| Number of Non-Managed Accounts | $8,000 | 393 |
| Total fiduciary and related assets | $490,315,000 | 253 |
| Managed Assets ($) | $312,440,000 | 248 |
| Non-managed Assets ($) | $177,875,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $638,000 | 315 |
| Number of Managed Accounts | $630,000 | 231 |
| Number of Non-Managed Accounts | $8,000 | 1,030 |
| Total fiduciary and related assets | $489,206,000 | 254 |
| Managed Assets ($) | $305,344,000 | 252 |
| Non-managed Assets ($) | $183,862,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $647,000 | 272 |
| Number of Managed Accounts | $638,000 | 218 |
| Number of Non-Managed Accounts | $9,000 | 383 |
| Total fiduciary and related assets | $465,857,000 | 252 |
| Managed Assets ($) | $293,810,000 | 251 |
| Non-managed Assets ($) | $172,047,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $639,000 | 277 |
| Number of Managed Accounts | $630,000 | 220 |
| Number of Non-Managed Accounts | $9,000 | 390 |
| Total fiduciary and related assets | $467,620,000 | 255 |
| Managed Assets ($) | $290,939,000 | 251 |
| Non-managed Assets ($) | $176,681,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $636,000 | 276 |
| Number of Managed Accounts | $627,000 | 220 |
| Number of Non-Managed Accounts | $9,000 | 396 |
| Total fiduciary and related assets | $465,071,000 | 260 |
| Managed Assets ($) | $288,882,000 | 254 |
| Non-managed Assets ($) | $176,189,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $635,000 | 330 |
| Number of Managed Accounts | $628,000 | 239 |
| Number of Non-Managed Accounts | $7,000 | 1,073 |
| Total fiduciary and related assets | $477,888,000 | 261 |
| Managed Assets ($) | $304,869,000 | 252 |
| Non-managed Assets ($) | $173,019,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $641,000 | 291 |
| Number of Managed Accounts | $634,000 | 222 |
| Number of Non-Managed Accounts | $7,000 | 406 |
| Total fiduciary and related assets | $417,114,000 | 282 |
| Managed Assets ($) | $280,133,000 | 263 |
| Non-managed Assets ($) | $136,981,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $639,000 | 296 |
| Number of Managed Accounts | $631,000 | 227 |
| Number of Non-Managed Accounts | $8,000 | 410 |
| Total fiduciary and related assets | $414,146,000 | 284 |
| Managed Assets ($) | $280,073,000 | 262 |
| Non-managed Assets ($) | $134,073,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $641,000 | 298 |
| Number of Managed Accounts | $633,000 | 239 |
| Number of Non-Managed Accounts | $8,000 | 418 |
| Total fiduciary and related assets | $384,962,000 | 297 |
| Managed Assets ($) | $266,907,000 | 270 |
| Non-managed Assets ($) | $118,055,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $640,000 | 339 |
| Number of Managed Accounts | $632,000 | 254 |
| Number of Non-Managed Accounts | $8,000 | 1,069 |
| Total fiduciary and related assets | $392,086,000 | 294 |
| Managed Assets ($) | $267,264,000 | 273 |
| Non-managed Assets ($) | $124,822,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |