Home > Associated Bank > Fiduciary and Related Services
Associated 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 | $7,713,000 | 43 |
| Number of Managed Accounts | $5,648,000 | 40 |
| Number of Non-Managed Accounts | $2,065,000 | 40 |
| Total fiduciary and related assets | $16,163,245,000 | 60 |
| Managed Assets ($) | $13,545,058,000 | 41 |
| Non-managed Assets ($) | $2,618,187,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,371,000 | 56 |
| 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 | $7,679,000 | 46 |
| Number of Managed Accounts | $5,622,000 | 42 |
| Number of Non-Managed Accounts | $2,057,000 | 39 |
| Total fiduciary and related assets | $15,211,642,000 | 60 |
| Managed Assets ($) | $12,543,109,000 | 43 |
| Non-managed Assets ($) | $2,668,533,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,817,000 | 58 |
| 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 | $7,631,000 | 47 |
| Number of Managed Accounts | $5,620,000 | 41 |
| Number of Non-Managed Accounts | $2,011,000 | 41 |
| Total fiduciary and related assets | $15,540,202,000 | 59 |
| Managed Assets ($) | $12,995,119,000 | 41 |
| Non-managed Assets ($) | $2,545,083,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,924,000 | 55 |
| 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 | $7,700,000 | 50 |
| Number of Managed Accounts | $5,597,000 | 43 |
| Number of Non-Managed Accounts | $2,103,000 | 41 |
| Total fiduciary and related assets | $15,257,321,000 | 65 |
| Managed Assets ($) | $12,412,032,000 | 44 |
| Non-managed Assets ($) | $2,845,289,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,138,000 | 60 |
| 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 | $7,584,000 | 51 |
| Number of Managed Accounts | $5,554,000 | 44 |
| Number of Non-Managed Accounts | $2,030,000 | 45 |
| Total fiduciary and related assets | $14,511,683,000 | 64 |
| Managed Assets ($) | $11,843,049,000 | 43 |
| Non-managed Assets ($) | $2,668,634,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,780,000 | 58 |
| 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 | $7,557,000 | 51 |
| Number of Managed Accounts | $5,518,000 | 47 |
| Number of Non-Managed Accounts | $2,039,000 | 43 |
| Total fiduciary and related assets | $14,415,268,000 | 65 |
| Managed Assets ($) | $11,141,559,000 | 43 |
| Non-managed Assets ($) | $3,273,709,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,397,000 | 58 |
| 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 | $7,605,000 | 46 |
| Number of Managed Accounts | $5,599,000 | 43 |
| Number of Non-Managed Accounts | $2,006,000 | 37 |
| Total fiduciary and related assets | $14,845,997,000 | 53 |
| Managed Assets ($) | $11,561,041,000 | 36 |
| Non-managed Assets ($) | $3,284,956,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,415,000 | 45 |
| 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 | $7,542,000 | 45 |
| Number of Managed Accounts | $5,548,000 | 42 |
| Number of Non-Managed Accounts | $1,994,000 | 37 |
| Total fiduciary and related assets | $16,626,323,000 | 51 |
| Managed Assets ($) | $12,937,120,000 | 36 |
| Non-managed Assets ($) | $3,689,203,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,132,000 | 46 |
| 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 | $7,538,000 | 44 |
| Number of Managed Accounts | $5,476,000 | 42 |
| Number of Non-Managed Accounts | $2,062,000 | 39 |
| Total fiduciary and related assets | $17,526,310,000 | 48 |
| Managed Assets ($) | $13,679,176,000 | 36 |
| Non-managed Assets ($) | $3,847,134,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,782,000 | 43 |
| 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 | $7,495,000 | 44 |
| Number of Managed Accounts | $5,422,000 | 43 |
| Number of Non-Managed Accounts | $2,073,000 | 38 |
| Total fiduciary and related assets | $16,907,905,000 | 47 |
| Managed Assets ($) | $13,291,596,000 | 36 |
| Non-managed Assets ($) | $3,616,309,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,695,000 | 45 |
| 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 | $7,346,000 | 43 |
| Number of Managed Accounts | $5,331,000 | 43 |
| Number of Non-Managed Accounts | $2,015,000 | 39 |
| Total fiduciary and related assets | $16,847,858,000 | 49 |
| Managed Assets ($) | $13,264,365,000 | 36 |
| Non-managed Assets ($) | $3,583,493,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,827,000 | 45 |
| 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 | $7,314,000 | 44 |
| Number of Managed Accounts | $5,289,000 | 44 |
| Number of Non-Managed Accounts | $2,025,000 | 39 |
| Total fiduciary and related assets | $16,363,288,000 | 50 |
| Managed Assets ($) | $12,666,011,000 | 36 |
| Non-managed Assets ($) | $3,697,277,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,623,000 | 46 |
| 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 | $7,136,000 | 45 |
| Number of Managed Accounts | $5,204,000 | 45 |
| Number of Non-Managed Accounts | $1,932,000 | 42 |
| Total fiduciary and related assets | $15,480,896,000 | 51 |
| Managed Assets ($) | $12,186,550,000 | 36 |
| Non-managed Assets ($) | $3,294,346,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,268,000 | 46 |
| 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 | $7,047,000 | 45 |
| Number of Managed Accounts | $5,128,000 | 46 |
| Number of Non-Managed Accounts | $1,919,000 | 41 |
| Total fiduciary and related assets | $14,172,460,000 | 51 |
| Managed Assets ($) | $11,177,984,000 | 35 |
| Non-managed Assets ($) | $2,994,476,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,959,000 | 46 |
| 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 | $6,992,000 | 45 |
| Number of Managed Accounts | $5,092,000 | 47 |
| Number of Non-Managed Accounts | $1,900,000 | 41 |
| Total fiduciary and related assets | $13,510,961,000 | 50 |
| Managed Assets ($) | $10,784,142,000 | 35 |
| Non-managed Assets ($) | $2,726,819,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,409,000 | 46 |
| 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 | $6,936,000 | 45 |
| Number of Managed Accounts | $5,072,000 | 47 |
| Number of Non-Managed Accounts | $1,864,000 | 42 |
| Total fiduciary and related assets | $12,241,259,000 | 51 |
| Managed Assets ($) | $9,494,156,000 | 37 |
| Non-managed Assets ($) | $2,747,103,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,307,000 | 46 |
| 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 | $6,882,000 | 46 |
| Number of Managed Accounts | $5,063,000 | 45 |
| Number of Non-Managed Accounts | $1,819,000 | 44 |
| Total fiduciary and related assets | $13,756,625,000 | 51 |
| Managed Assets ($) | $10,940,050,000 | 36 |
| Non-managed Assets ($) | $2,816,575,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,648,000 | 46 |
| 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 | $6,752,000 | 47 |
| Number of Managed Accounts | $5,009,000 | 46 |
| Number of Non-Managed Accounts | $1,743,000 | 43 |
| Total fiduciary and related assets | $13,268,594,000 | 52 |
| Managed Assets ($) | $10,497,715,000 | 38 |
| Non-managed Assets ($) | $2,770,879,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,468,000 | 47 |
| 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 | $6,676,000 | 47 |
| Number of Managed Accounts | $4,961,000 | 46 |
| Number of Non-Managed Accounts | $1,715,000 | 46 |
| Total fiduciary and related assets | $13,001,701,000 | 51 |
| Managed Assets ($) | $10,389,402,000 | 37 |
| Non-managed Assets ($) | $2,612,299,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,757,000 | 47 |
| 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 | $6,622,000 | 47 |
| Number of Managed Accounts | $4,903,000 | 46 |
| Number of Non-Managed Accounts | $1,719,000 | 46 |
| Total fiduciary and related assets | $12,854,290,000 | 51 |
| Managed Assets ($) | $10,142,662,000 | 37 |
| Non-managed Assets ($) | $2,711,628,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,303,000 | 47 |
| 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 | $6,570,000 | 46 |
| Number of Managed Accounts | $4,858,000 | 46 |
| Number of Non-Managed Accounts | $1,712,000 | 48 |
| Total fiduciary and related assets | $11,674,743,000 | 52 |
| Managed Assets ($) | $9,347,676,000 | 36 |
| Non-managed Assets ($) | $2,327,067,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,316,000 | 46 |
| 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 | $6,516,000 | 45 |
| Number of Managed Accounts | $4,809,000 | 47 |
| Number of Non-Managed Accounts | $1,707,000 | 45 |
| Total fiduciary and related assets | $12,807,330,000 | 52 |
| Managed Assets ($) | $10,162,640,000 | 36 |
| Non-managed Assets ($) | $2,644,690,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,946,000 | 45 |
| 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 | $6,486,000 | 45 |
| Number of Managed Accounts | $4,775,000 | 47 |
| Number of Non-Managed Accounts | $1,711,000 | 47 |
| Total fiduciary and related assets | $12,238,753,000 | 51 |
| Managed Assets ($) | $9,756,684,000 | 36 |
| Non-managed Assets ($) | $2,482,069,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,806,000 | 45 |
| 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 | $6,481,000 | 48 |
| Number of Managed Accounts | $4,757,000 | 46 |
| Number of Non-Managed Accounts | $1,724,000 | 49 |
| Total fiduciary and related assets | $12,302,750,000 | 52 |
| Managed Assets ($) | $9,531,146,000 | 37 |
| Non-managed Assets ($) | $2,771,604,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,369,000 | 46 |
| 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 | $6,496,000 | 49 |
| Number of Managed Accounts | $4,746,000 | 47 |
| Number of Non-Managed Accounts | $1,750,000 | 51 |
| Total fiduciary and related assets | $12,229,459,000 | 53 |
| Managed Assets ($) | $9,547,325,000 | 37 |
| Non-managed Assets ($) | $2,682,134,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,191,000 | 44 |
| 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 | $6,440,000 | 49 |
| Number of Managed Accounts | $4,719,000 | 47 |
| Number of Non-Managed Accounts | $1,721,000 | 48 |
| Total fiduciary and related assets | $11,807,845,000 | 53 |
| Managed Assets ($) | $9,243,344,000 | 37 |
| Non-managed Assets ($) | $2,564,501,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,066,000 | 44 |
| 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 | $6,401,000 | 46 |
| Number of Managed Accounts | $4,704,000 | 45 |
| Number of Non-Managed Accounts | $1,697,000 | 48 |
| Total fiduciary and related assets | $11,145,450,000 | 53 |
| Managed Assets ($) | $8,997,310,000 | 37 |
| Non-managed Assets ($) | $2,148,140,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,281,000 | 45 |
| 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 | $6,435,000 | 46 |
| Number of Managed Accounts | $4,666,000 | 46 |
| Number of Non-Managed Accounts | $1,769,000 | 48 |
| Total fiduciary and related assets | $11,185,771,000 | 53 |
| Managed Assets ($) | $8,715,956,000 | 37 |
| Non-managed Assets ($) | $2,469,815,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,935,000 | 45 |
| 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 | $6,407,000 | 48 |
| Number of Managed Accounts | $4,674,000 | 45 |
| Number of Non-Managed Accounts | $1,733,000 | 51 |
| Total fiduciary and related assets | $10,678,315,000 | 54 |
| Managed Assets ($) | $8,301,561,000 | 37 |
| Non-managed Assets ($) | $2,376,754,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,867,000 | 45 |
| 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 | $6,380,000 | 46 |
| Number of Managed Accounts | $4,656,000 | 45 |
| Number of Non-Managed Accounts | $1,724,000 | 49 |
| Total fiduciary and related assets | $10,810,433,000 | 54 |
| Managed Assets ($) | $8,178,835,000 | 38 |
| Non-managed Assets ($) | $2,631,598,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,656,000 | 47 |
| 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 | $6,391,000 | 46 |
| Number of Managed Accounts | $4,684,000 | 44 |
| Number of Non-Managed Accounts | $1,707,000 | 48 |
| Total fiduciary and related assets | $10,375,024,000 | 55 |
| Managed Assets ($) | $7,944,195,000 | 39 |
| Non-managed Assets ($) | $2,430,829,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,956,000 | 47 |
| 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 | $6,439,000 | 46 |
| Number of Managed Accounts | $4,701,000 | 43 |
| Number of Non-Managed Accounts | $1,738,000 | 48 |
| Total fiduciary and related assets | $10,477,460,000 | 55 |
| Managed Assets ($) | $7,843,511,000 | 39 |
| Non-managed Assets ($) | $2,633,949,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,447,000 | 46 |
| 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 | $6,441,000 | 45 |
| Number of Managed Accounts | $4,699,000 | 41 |
| Number of Non-Managed Accounts | $1,742,000 | 49 |
| Total fiduciary and related assets | $10,175,547,000 | 55 |
| Managed Assets ($) | $7,729,132,000 | 38 |
| Non-managed Assets ($) | $2,446,415,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,840,000 | 45 |
| 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 | $8,669,000 | 38 |
| Number of Managed Accounts | $6,885,000 | 33 |
| Number of Non-Managed Accounts | $1,784,000 | 47 |
| Total fiduciary and related assets | $10,651,966,000 | 53 |
| Managed Assets ($) | $7,625,614,000 | 37 |
| Non-managed Assets ($) | $3,026,352,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,875,000 | 46 |
| 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 | $8,562,000 | 38 |
| Number of Managed Accounts | $6,794,000 | 34 |
| Number of Non-Managed Accounts | $1,768,000 | 47 |
| Total fiduciary and related assets | $11,016,140,000 | 54 |
| Managed Assets ($) | $8,068,241,000 | 39 |
| Non-managed Assets ($) | $2,947,899,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,602,000 | 47 |
| 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 | $8,525,000 | 38 |
| Number of Managed Accounts | $6,705,000 | 34 |
| Number of Non-Managed Accounts | $1,820,000 | 48 |
| Total fiduciary and related assets | $11,242,541,000 | 53 |
| Managed Assets ($) | $8,137,705,000 | 39 |
| Non-managed Assets ($) | $3,104,836,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,087,000 | 48 |
| 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 | $8,440,000 | 39 |
| Number of Managed Accounts | $6,608,000 | 33 |
| Number of Non-Managed Accounts | $1,832,000 | 50 |
| Total fiduciary and related assets | $10,909,446,000 | 53 |
| Managed Assets ($) | $7,993,045,000 | 40 |
| Non-managed Assets ($) | $2,916,401,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,403,000 | 47 |
| 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 | $8,416,000 | 39 |
| Number of Managed Accounts | $6,551,000 | 33 |
| Number of Non-Managed Accounts | $1,865,000 | 47 |
| Total fiduciary and related assets | $11,021,441,000 | 52 |
| Managed Assets ($) | $7,720,301,000 | 40 |
| Non-managed Assets ($) | $3,301,140,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,946,000 | 46 |
| 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 | $8,347,000 | 39 |
| Number of Managed Accounts | $6,480,000 | 32 |
| Number of Non-Managed Accounts | $1,867,000 | 46 |
| Total fiduciary and related assets | $11,112,616,000 | 51 |
| Managed Assets ($) | $7,719,753,000 | 39 |
| Non-managed Assets ($) | $3,392,863,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,728,000 | 46 |
| 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 | $8,452,000 | 40 |
| Number of Managed Accounts | $6,490,000 | 32 |
| Number of Non-Managed Accounts | $1,962,000 | 48 |
| Total fiduciary and related assets | $11,233,066,000 | 50 |
| Managed Assets ($) | $7,535,069,000 | 40 |
| Non-managed Assets ($) | $3,697,997,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,711,000 | 46 |
| 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 | $8,428,000 | 39 |
| Number of Managed Accounts | $6,440,000 | 31 |
| Number of Non-Managed Accounts | $1,988,000 | 49 |
| Total fiduciary and related assets | $11,019,848,000 | 50 |
| Managed Assets ($) | $7,423,556,000 | 41 |
| Non-managed Assets ($) | $3,596,292,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,633,000 | 46 |
| 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 | $7,288,000 | 41 |
| Number of Managed Accounts | $6,323,000 | 32 |
| Number of Non-Managed Accounts | $965,000 | 66 |
| Total fiduciary and related assets | $10,884,809,000 | 51 |
| Managed Assets ($) | $7,078,049,000 | 41 |
| Non-managed Assets ($) | $3,806,760,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,695,000 | 46 |
| 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 | $7,337,000 | 41 |
| Number of Managed Accounts | $6,242,000 | 32 |
| Number of Non-Managed Accounts | $1,095,000 | 62 |
| Total fiduciary and related assets | $10,124,348,000 | 51 |
| Managed Assets ($) | $6,894,467,000 | 41 |
| Non-managed Assets ($) | $3,229,881,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,315,000 | 46 |
| 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 | $8,190,000 | 39 |
| Number of Managed Accounts | $6,193,000 | 31 |
| Number of Non-Managed Accounts | $1,997,000 | 49 |
| Total fiduciary and related assets | $10,240,084,000 | 53 |
| Managed Assets ($) | $6,913,207,000 | 41 |
| Non-managed Assets ($) | $3,326,877,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,910,000 | 46 |
| 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 | $8,194,000 | 39 |
| Number of Managed Accounts | $6,231,000 | 31 |
| Number of Non-Managed Accounts | $1,963,000 | 53 |
| Total fiduciary and related assets | $9,481,759,000 | 52 |
| Managed Assets ($) | $6,454,330,000 | 41 |
| Non-managed Assets ($) | $3,027,429,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,733,000 | 46 |
| 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 | $7,925,000 | 38 |
| Number of Managed Accounts | $5,958,000 | 30 |
| Number of Non-Managed Accounts | $1,967,000 | 47 |
| Total fiduciary and related assets | $9,216,678,000 | 53 |
| Managed Assets ($) | $6,163,297,000 | 42 |
| Non-managed Assets ($) | $3,053,381,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,304,000 | 46 |
| 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 | $7,863,000 | 39 |
| Number of Managed Accounts | $5,911,000 | 30 |
| Number of Non-Managed Accounts | $1,952,000 | 48 |
| Total fiduciary and related assets | $8,491,230,000 | 56 |
| Managed Assets ($) | $5,933,893,000 | 43 |
| Non-managed Assets ($) | $2,557,337,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,909,000 | 48 |
| 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 | $7,733,000 | 40 |
| Number of Managed Accounts | $5,795,000 | 31 |
| Number of Non-Managed Accounts | $1,938,000 | 48 |
| Total fiduciary and related assets | $8,746,476,000 | 55 |
| Managed Assets ($) | $5,982,703,000 | 43 |
| Non-managed Assets ($) | $2,763,773,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,786,000 | 48 |
| 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 | $7,641,000 | 39 |
| Number of Managed Accounts | $5,729,000 | 31 |
| Number of Non-Managed Accounts | $1,912,000 | 50 |
| Total fiduciary and related assets | $8,035,001,000 | 58 |
| Managed Assets ($) | $5,616,385,000 | 43 |
| Non-managed Assets ($) | $2,418,616,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,142,000 | 39 |
| 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 | $7,573,000 | 40 |
| Number of Managed Accounts | $5,656,000 | 33 |
| Number of Non-Managed Accounts | $1,917,000 | 48 |
| Total fiduciary and related assets | $7,703,689,000 | 60 |
| Managed Assets ($) | $5,278,349,000 | 45 |
| Non-managed Assets ($) | $2,425,340,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,632,000 | 40 |
| 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 | $7,524,000 | 41 |
| Number of Managed Accounts | $5,508,000 | 34 |
| Number of Non-Managed Accounts | $2,016,000 | 48 |
| Total fiduciary and related assets | $8,183,641,000 | 61 |
| Managed Assets ($) | $5,730,587,000 | 46 |
| Non-managed Assets ($) | $2,453,054,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,842,000 | 40 |
| 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 | $7,478,000 | 40 |
| Number of Managed Accounts | $5,415,000 | 33 |
| Number of Non-Managed Accounts | $2,063,000 | 48 |
| Total fiduciary and related assets | $8,776,190,000 | 59 |
| Managed Assets ($) | $5,868,440,000 | 46 |
| Non-managed Assets ($) | $2,907,750,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,831,000 | 40 |
| 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 | $7,380,000 | 43 |
| Number of Managed Accounts | $5,375,000 | 33 |
| Number of Non-Managed Accounts | $2,005,000 | 52 |
| Total fiduciary and related assets | $8,331,464,000 | 58 |
| Managed Assets ($) | $5,680,823,000 | 46 |
| Non-managed Assets ($) | $2,650,641,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,854,000 | 41 |
| 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 | $7,291,000 | 42 |
| Number of Managed Accounts | $5,329,000 | 33 |
| Number of Non-Managed Accounts | $1,962,000 | 47 |
| Total fiduciary and related assets | $7,897,895,000 | 56 |
| Managed Assets ($) | $5,355,082,000 | 45 |
| Non-managed Assets ($) | $2,542,813,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,335,000 | 40 |
| 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 | $7,332,000 | 44 |
| Number of Managed Accounts | $5,319,000 | 32 |
| Number of Non-Managed Accounts | $2,013,000 | 48 |
| Total fiduciary and related assets | $7,659,787,000 | 56 |
| Managed Assets ($) | $5,142,449,000 | 45 |
| Non-managed Assets ($) | $2,517,338,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,873,000 | 41 |
| 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 | $7,340,000 | 44 |
| Number of Managed Accounts | $5,365,000 | 31 |
| Number of Non-Managed Accounts | $1,975,000 | 48 |
| Total fiduciary and related assets | $8,278,095,000 | 55 |
| Managed Assets ($) | $5,452,883,000 | 45 |
| Non-managed Assets ($) | $2,825,212,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,356,000 | 41 |
| 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 | $7,358,000 | 48 |
| Number of Managed Accounts | $5,387,000 | 34 |
| Number of Non-Managed Accounts | $1,971,000 | 52 |
| Total fiduciary and related assets | $8,027,944,000 | 57 |
| Managed Assets ($) | $5,292,699,000 | 46 |
| Non-managed Assets ($) | $2,735,245,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,009,000 | 43 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $6,060,000 | 175 |
| 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 | $10,268,000 | 136 |
| 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 | $8,585,000 | 146 |
| 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 | $7,700,000 | 172 |
| 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 | $6,979,000 | 197 |
| 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 | $6,520,000 | 195 |
| 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 | $6,217,000 | 200 |
| 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 | $5,625,000 | 203 |