Home > Bank of Hawaii > Fiduciary and Related Services
Bank of Hawaii, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,298,000 | 124 |
| Number of Managed Accounts | $1,978,000 | 112 |
| Number of Non-Managed Accounts | $320,000 | 106 |
| Total fiduciary and related assets | $10,473,260,000 | 76 |
| Managed Assets ($) | $8,491,184,000 | 57 |
| Non-managed Assets ($) | $1,982,076,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,022,000 | 84 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,304,000 | 123 |
| Number of Managed Accounts | $1,974,000 | 110 |
| Number of Non-Managed Accounts | $330,000 | 115 |
| Total fiduciary and related assets | $11,042,086,000 | 72 |
| Managed Assets ($) | $9,073,015,000 | 56 |
| Non-managed Assets ($) | $1,969,071,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,000,000 | 75 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,307,000 | 122 |
| Number of Managed Accounts | $1,972,000 | 111 |
| Number of Non-Managed Accounts | $335,000 | 103 |
| Total fiduciary and related assets | $11,594,343,000 | 72 |
| Managed Assets ($) | $9,581,729,000 | 55 |
| Non-managed Assets ($) | $2,012,614,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,476,000 | 79 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,308,000 | 123 |
| Number of Managed Accounts | $1,971,000 | 112 |
| Number of Non-Managed Accounts | $337,000 | 107 |
| Total fiduciary and related assets | $10,960,181,000 | 74 |
| Managed Assets ($) | $9,040,041,000 | 56 |
| Non-managed Assets ($) | $1,920,140,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,139,000 | 80 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,306,000 | 126 |
| Number of Managed Accounts | $1,961,000 | 115 |
| Number of Non-Managed Accounts | $345,000 | 101 |
| Total fiduciary and related assets | $10,603,293,000 | 75 |
| Managed Assets ($) | $8,696,095,000 | 57 |
| Non-managed Assets ($) | $1,907,198,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,526,000 | 76 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,313,000 | 123 |
| Number of Managed Accounts | $1,960,000 | 111 |
| Number of Non-Managed Accounts | $353,000 | 112 |
| Total fiduciary and related assets | $10,445,694,000 | 73 |
| Managed Assets ($) | $8,589,227,000 | 54 |
| Non-managed Assets ($) | $1,856,467,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,784,000 | 69 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,310,000 | 120 |
| Number of Managed Accounts | $1,960,000 | 111 |
| Number of Non-Managed Accounts | $350,000 | 101 |
| Total fiduciary and related assets | $9,703,173,000 | 76 |
| Managed Assets ($) | $7,985,074,000 | 56 |
| Non-managed Assets ($) | $1,718,099,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,253,000 | 71 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,293,000 | 120 |
| Number of Managed Accounts | $1,940,000 | 110 |
| Number of Non-Managed Accounts | $353,000 | 105 |
| Total fiduciary and related assets | $9,745,481,000 | 73 |
| Managed Assets ($) | $8,096,967,000 | 53 |
| Non-managed Assets ($) | $1,648,514,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,438,000 | 67 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,298,000 | 129 |
| Number of Managed Accounts | $1,942,000 | 117 |
| Number of Non-Managed Accounts | $356,000 | 105 |
| Total fiduciary and related assets | $10,010,259,000 | 80 |
| Managed Assets ($) | $8,284,249,000 | 55 |
| Non-managed Assets ($) | $1,726,010,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,963,000 | 72 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,292,000 | 129 |
| Number of Managed Accounts | $1,927,000 | 117 |
| Number of Non-Managed Accounts | $365,000 | 114 |
| Total fiduciary and related assets | $9,660,017,000 | 80 |
| Managed Assets ($) | $7,967,787,000 | 55 |
| Non-managed Assets ($) | $1,692,230,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,033,000 | 71 |
| 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 | $2,289,000 | 127 |
| Number of Managed Accounts | $1,920,000 | 116 |
| Number of Non-Managed Accounts | $369,000 | 105 |
| Total fiduciary and related assets | $9,261,357,000 | 80 |
| Managed Assets ($) | $7,638,270,000 | 55 |
| Non-managed Assets ($) | $1,623,087,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,886,000 | 73 |
| 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 | $2,269,000 | 113 |
| Number of Managed Accounts | $1,916,000 | 108 |
| Number of Non-Managed Accounts | $353,000 | 96 |
| Total fiduciary and related assets | $9,339,259,000 | 64 |
| Managed Assets ($) | $7,658,988,000 | 48 |
| Non-managed Assets ($) | $1,680,271,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,201,000 | 59 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,276,000 | 113 |
| Number of Managed Accounts | $1,911,000 | 110 |
| Number of Non-Managed Accounts | $365,000 | 94 |
| Total fiduciary and related assets | $9,941,890,000 | 64 |
| Managed Assets ($) | $8,168,268,000 | 48 |
| Non-managed Assets ($) | $1,773,622,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,409,000 | 58 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,286,000 | 115 |
| Number of Managed Accounts | $1,920,000 | 107 |
| Number of Non-Managed Accounts | $366,000 | 101 |
| Total fiduciary and related assets | $10,481,238,000 | 62 |
| Managed Assets ($) | $8,526,833,000 | 47 |
| Non-managed Assets ($) | $1,954,405,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,848,000 | 56 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,293,000 | 113 |
| Number of Managed Accounts | $1,925,000 | 109 |
| Number of Non-Managed Accounts | $368,000 | 93 |
| Total fiduciary and related assets | $10,141,313,000 | 61 |
| Managed Assets ($) | $8,227,061,000 | 47 |
| Non-managed Assets ($) | $1,914,252,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,911,000 | 56 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,280,000 | 113 |
| Number of Managed Accounts | $1,910,000 | 111 |
| Number of Non-Managed Accounts | $370,000 | 94 |
| Total fiduciary and related assets | $10,057,631,000 | 62 |
| Managed Assets ($) | $8,190,355,000 | 47 |
| Non-managed Assets ($) | $1,867,276,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,360,000 | 56 |
| 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 | $2,274,000 | 115 |
| Number of Managed Accounts | $1,902,000 | 111 |
| Number of Non-Managed Accounts | $372,000 | 93 |
| Total fiduciary and related assets | $9,818,019,000 | 60 |
| Managed Assets ($) | $8,035,083,000 | 46 |
| Non-managed Assets ($) | $1,782,936,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,484,000 | 57 |
| 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 | $2,271,000 | 118 |
| Number of Managed Accounts | $1,896,000 | 111 |
| Number of Non-Managed Accounts | $375,000 | 105 |
| Total fiduciary and related assets | $9,640,041,000 | 62 |
| Managed Assets ($) | $7,947,265,000 | 47 |
| Non-managed Assets ($) | $1,692,776,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,872,000 | 54 |
| 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 | $2,290,000 | 111 |
| Number of Managed Accounts | $1,913,000 | 108 |
| Number of Non-Managed Accounts | $377,000 | 92 |
| Total fiduciary and related assets | $9,264,791,000 | 59 |
| Managed Assets ($) | $7,596,699,000 | 46 |
| Non-managed Assets ($) | $1,668,092,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,273,000 | 54 |
| 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 | $2,300,000 | 113 |
| Number of Managed Accounts | $1,923,000 | 109 |
| Number of Non-Managed Accounts | $377,000 | 97 |
| Total fiduciary and related assets | $9,177,739,000 | 59 |
| Managed Assets ($) | $7,576,666,000 | 46 |
| Non-managed Assets ($) | $1,601,073,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,164,000 | 53 |
| 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 | $2,322,000 | 112 |
| Number of Managed Accounts | $1,943,000 | 108 |
| Number of Non-Managed Accounts | $379,000 | 94 |
| Total fiduciary and related assets | $8,919,526,000 | 57 |
| Managed Assets ($) | $7,387,363,000 | 44 |
| Non-managed Assets ($) | $1,532,163,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,171,000 | 52 |
| 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 | $2,337,000 | 116 |
| Number of Managed Accounts | $1,954,000 | 111 |
| Number of Non-Managed Accounts | $383,000 | 108 |
| Total fiduciary and related assets | $9,554,015,000 | 59 |
| Managed Assets ($) | $7,990,360,000 | 45 |
| Non-managed Assets ($) | $1,563,655,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,847,000 | 51 |
| 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 | $2,360,000 | 112 |
| Number of Managed Accounts | $1,983,000 | 108 |
| Number of Non-Managed Accounts | $377,000 | 94 |
| Total fiduciary and related assets | $9,441,091,000 | 59 |
| Managed Assets ($) | $7,863,431,000 | 46 |
| Non-managed Assets ($) | $1,577,660,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,290,000 | 52 |
| 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 | $2,397,000 | 113 |
| Number of Managed Accounts | $2,013,000 | 108 |
| Number of Non-Managed Accounts | $384,000 | 96 |
| Total fiduciary and related assets | $9,298,146,000 | 57 |
| Managed Assets ($) | $7,786,265,000 | 45 |
| Non-managed Assets ($) | $1,511,881,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,960,000 | 51 |
| 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 | $2,376,000 | 112 |
| Number of Managed Accounts | $1,997,000 | 108 |
| Number of Non-Managed Accounts | $379,000 | 97 |
| Total fiduciary and related assets | $9,167,162,000 | 57 |
| Managed Assets ($) | $7,661,817,000 | 45 |
| Non-managed Assets ($) | $1,505,345,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,036,000 | 53 |
| 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 | $2,401,000 | 110 |
| Number of Managed Accounts | $2,013,000 | 106 |
| Number of Non-Managed Accounts | $388,000 | 111 |
| Total fiduciary and related assets | $8,742,517,000 | 56 |
| Managed Assets ($) | $7,344,121,000 | 42 |
| Non-managed Assets ($) | $1,398,396,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,150,000 | 53 |
| 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 | $2,407,000 | 106 |
| Number of Managed Accounts | $2,010,000 | 103 |
| Number of Non-Managed Accounts | $397,000 | 100 |
| Total fiduciary and related assets | $9,074,132,000 | 56 |
| Managed Assets ($) | $7,602,935,000 | 44 |
| Non-managed Assets ($) | $1,471,197,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,258,000 | 53 |
| 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 | $2,451,000 | 100 |
| Number of Managed Accounts | $2,038,000 | 102 |
| Number of Non-Managed Accounts | $413,000 | 98 |
| Total fiduciary and related assets | $8,746,427,000 | 57 |
| Managed Assets ($) | $7,312,237,000 | 43 |
| Non-managed Assets ($) | $1,434,190,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,206,000 | 52 |
| 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 | $2,489,000 | 102 |
| Number of Managed Accounts | $2,070,000 | 99 |
| Number of Non-Managed Accounts | $419,000 | 98 |
| Total fiduciary and related assets | $8,677,809,000 | 58 |
| Managed Assets ($) | $7,226,259,000 | 43 |
| Non-managed Assets ($) | $1,451,550,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,412,000 | 53 |
| 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 | $2,489,000 | 103 |
| Number of Managed Accounts | $2,066,000 | 99 |
| Number of Non-Managed Accounts | $423,000 | 109 |
| Total fiduciary and related assets | $8,725,920,000 | 58 |
| Managed Assets ($) | $7,286,083,000 | 44 |
| Non-managed Assets ($) | $1,439,837,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,890,000 | 48 |
| 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 | $2,529,000 | 102 |
| Number of Managed Accounts | $2,095,000 | 100 |
| Number of Non-Managed Accounts | $434,000 | 95 |
| Total fiduciary and related assets | $8,430,778,000 | 58 |
| Managed Assets ($) | $6,976,883,000 | 43 |
| Non-managed Assets ($) | $1,453,895,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,415,000 | 47 |
| 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 | $2,545,000 | 98 |
| Number of Managed Accounts | $2,096,000 | 94 |
| Number of Non-Managed Accounts | $449,000 | 93 |
| Total fiduciary and related assets | $8,437,014,000 | 58 |
| Managed Assets ($) | $7,133,470,000 | 42 |
| Non-managed Assets ($) | $1,303,544,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,053,000 | 46 |
| 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 | $2,581,000 | 95 |
| Number of Managed Accounts | $2,124,000 | 92 |
| Number of Non-Managed Accounts | $457,000 | 93 |
| Total fiduciary and related assets | $8,288,234,000 | 58 |
| Managed Assets ($) | $6,982,598,000 | 44 |
| Non-managed Assets ($) | $1,305,636,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,732,000 | 46 |
| 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 | $2,630,000 | 92 |
| Number of Managed Accounts | $2,160,000 | 87 |
| Number of Non-Managed Accounts | $470,000 | 100 |
| Total fiduciary and related assets | $8,253,348,000 | 56 |
| Managed Assets ($) | $6,736,831,000 | 44 |
| Non-managed Assets ($) | $1,516,517,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,524,000 | 44 |
| 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 | $2,642,000 | 88 |
| Number of Managed Accounts | $2,175,000 | 85 |
| Number of Non-Managed Accounts | $467,000 | 94 |
| Total fiduciary and related assets | $8,330,531,000 | 57 |
| Managed Assets ($) | $6,807,799,000 | 43 |
| Non-managed Assets ($) | $1,522,732,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,942,000 | 45 |
| 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 | $2,663,000 | 89 |
| Number of Managed Accounts | $2,190,000 | 85 |
| Number of Non-Managed Accounts | $473,000 | 93 |
| Total fiduciary and related assets | $8,127,104,000 | 58 |
| Managed Assets ($) | $6,659,554,000 | 43 |
| Non-managed Assets ($) | $1,467,550,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,687,000 | 45 |
| 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 | $2,700,000 | 87 |
| Number of Managed Accounts | $2,208,000 | 84 |
| Number of Non-Managed Accounts | $492,000 | 91 |
| Total fiduciary and related assets | $8,046,318,000 | 58 |
| Managed Assets ($) | $6,596,630,000 | 43 |
| Non-managed Assets ($) | $1,449,688,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,455,000 | 45 |
| 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 | $2,738,000 | 88 |
| Number of Managed Accounts | $2,223,000 | 80 |
| Number of Non-Managed Accounts | $515,000 | 96 |
| Total fiduciary and related assets | $7,888,691,000 | 58 |
| Managed Assets ($) | $6,421,834,000 | 42 |
| Non-managed Assets ($) | $1,466,857,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,721,000 | 46 |
| 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 | $2,799,000 | 86 |
| Number of Managed Accounts | $2,255,000 | 80 |
| Number of Non-Managed Accounts | $544,000 | 86 |
| Total fiduciary and related assets | $8,225,972,000 | 58 |
| Managed Assets ($) | $6,496,238,000 | 42 |
| Non-managed Assets ($) | $1,729,734,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,200,000 | 45 |
| 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 | $2,869,000 | 88 |
| Number of Managed Accounts | $2,301,000 | 78 |
| Number of Non-Managed Accounts | $568,000 | 82 |
| Total fiduciary and related assets | $8,467,911,000 | 58 |
| Managed Assets ($) | $6,637,715,000 | 44 |
| Non-managed Assets ($) | $1,830,196,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,041,000 | 46 |
| 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 | $2,919,000 | 86 |
| Number of Managed Accounts | $2,328,000 | 75 |
| Number of Non-Managed Accounts | $591,000 | 83 |
| Total fiduciary and related assets | $8,493,309,000 | 60 |
| Managed Assets ($) | $6,651,849,000 | 45 |
| Non-managed Assets ($) | $1,841,460,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,288,000 | 47 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,014,000 | 84 |
| Number of Managed Accounts | $2,372,000 | 73 |
| Number of Non-Managed Accounts | $642,000 | 90 |
| Total fiduciary and related assets | $8,394,102,000 | 60 |
| Managed Assets ($) | $6,547,313,000 | 46 |
| Non-managed Assets ($) | $1,846,789,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,642,000 | 46 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,080,000 | 80 |
| Number of Managed Accounts | $2,425,000 | 70 |
| Number of Non-Managed Accounts | $655,000 | 80 |
| Total fiduciary and related assets | $8,885,756,000 | 58 |
| Managed Assets ($) | $6,657,425,000 | 44 |
| Non-managed Assets ($) | $2,228,331,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,182,000 | 45 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,142,000 | 78 |
| Number of Managed Accounts | $2,431,000 | 69 |
| Number of Non-Managed Accounts | $711,000 | 78 |
| Total fiduciary and related assets | $8,941,209,000 | 57 |
| Managed Assets ($) | $6,622,392,000 | 45 |
| Non-managed Assets ($) | $2,318,817,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,359,000 | 44 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,173,000 | 79 |
| Number of Managed Accounts | $2,436,000 | 72 |
| Number of Non-Managed Accounts | $737,000 | 80 |
| Total fiduciary and related assets | $8,845,132,000 | 58 |
| Managed Assets ($) | $6,434,573,000 | 46 |
| Non-managed Assets ($) | $2,410,559,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,042,000 | 45 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,216,000 | 80 |
| Number of Managed Accounts | $2,454,000 | 73 |
| Number of Non-Managed Accounts | $762,000 | 86 |
| Total fiduciary and related assets | $8,882,176,000 | 57 |
| Managed Assets ($) | $6,367,008,000 | 46 |
| Non-managed Assets ($) | $2,515,168,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,782,000 | 45 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,237,000 | 77 |
| Number of Managed Accounts | $2,482,000 | 71 |
| Number of Non-Managed Accounts | $755,000 | 79 |
| Total fiduciary and related assets | $8,631,266,000 | 55 |
| Managed Assets ($) | $6,352,082,000 | 45 |
| Non-managed Assets ($) | $2,279,184,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,388,000 | 45 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,264,000 | 77 |
| Number of Managed Accounts | $2,497,000 | 69 |
| Number of Non-Managed Accounts | $767,000 | 80 |
| Total fiduciary and related assets | $8,573,824,000 | 55 |
| Managed Assets ($) | $6,384,028,000 | 44 |
| Non-managed Assets ($) | $2,189,796,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,542,000 | 45 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,290,000 | 76 |
| Number of Managed Accounts | $2,497,000 | 68 |
| Number of Non-Managed Accounts | $793,000 | 80 |
| Total fiduciary and related assets | $8,760,620,000 | 56 |
| Managed Assets ($) | $6,535,027,000 | 44 |
| Non-managed Assets ($) | $2,225,593,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,110,000 | 45 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,329,000 | 74 |
| Number of Managed Accounts | $2,510,000 | 67 |
| Number of Non-Managed Accounts | $819,000 | 85 |
| Total fiduciary and related assets | $8,585,371,000 | 57 |
| Managed Assets ($) | $6,408,552,000 | 44 |
| Non-managed Assets ($) | $2,176,819,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,962,000 | 45 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,340,000 | 74 |
| Number of Managed Accounts | $2,516,000 | 64 |
| Number of Non-Managed Accounts | $824,000 | 75 |
| Total fiduciary and related assets | $8,634,801,000 | 55 |
| Managed Assets ($) | $6,349,338,000 | 41 |
| Non-managed Assets ($) | $2,285,463,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,482,000 | 45 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,725,000 | 65 |
| Number of Managed Accounts | $2,896,000 | 56 |
| Number of Non-Managed Accounts | $829,000 | 75 |
| Total fiduciary and related assets | $8,507,793,000 | 55 |
| Managed Assets ($) | $6,302,620,000 | 42 |
| Non-managed Assets ($) | $2,205,173,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,356,000 | 45 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,876,000 | 63 |
| Number of Managed Accounts | $3,039,000 | 53 |
| Number of Non-Managed Accounts | $837,000 | 72 |
| Total fiduciary and related assets | $8,546,652,000 | 56 |
| Managed Assets ($) | $6,296,259,000 | 42 |
| Non-managed Assets ($) | $2,250,393,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,018,000 | 45 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,904,000 | 64 |
| Number of Managed Accounts | $3,060,000 | 53 |
| Number of Non-Managed Accounts | $844,000 | 81 |
| Total fiduciary and related assets | $8,218,112,000 | 56 |
| Managed Assets ($) | $6,109,856,000 | 42 |
| Non-managed Assets ($) | $2,108,256,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,454,000 | 37 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,988,000 | 64 |
| Number of Managed Accounts | $3,130,000 | 54 |
| Number of Non-Managed Accounts | $858,000 | 69 |
| Total fiduciary and related assets | $9,107,945,000 | 52 |
| Managed Assets ($) | $7,129,666,000 | 41 |
| Non-managed Assets ($) | $1,978,279,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,373,000 | 38 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,983,000 | 66 |
| Number of Managed Accounts | $3,154,000 | 54 |
| Number of Non-Managed Accounts | $829,000 | 74 |
| Total fiduciary and related assets | $9,533,293,000 | 54 |
| Managed Assets ($) | $7,444,896,000 | 42 |
| Non-managed Assets ($) | $2,088,397,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,463,000 | 36 |
| 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 | $4,056,000 | 65 |
| Number of Managed Accounts | $3,217,000 | 51 |
| Number of Non-Managed Accounts | $839,000 | 75 |
| Total fiduciary and related assets | $9,807,784,000 | 51 |
| Managed Assets ($) | $7,691,666,000 | 41 |
| Non-managed Assets ($) | $2,116,118,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,924,000 | 37 |
| 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 | $4,089,000 | 65 |
| Number of Managed Accounts | $3,240,000 | 50 |
| Number of Non-Managed Accounts | $849,000 | 85 |
| Total fiduciary and related assets | $9,701,003,000 | 52 |
| Managed Assets ($) | $7,655,275,000 | 41 |
| Non-managed Assets ($) | $2,045,728,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,144,000 | 37 |
| 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 | $4,134,000 | 65 |
| Number of Managed Accounts | $3,261,000 | 49 |
| Number of Non-Managed Accounts | $873,000 | 76 |
| Total fiduciary and related assets | $9,444,739,000 | 54 |
| Managed Assets ($) | $7,467,966,000 | 39 |
| Non-managed Assets ($) | $1,976,773,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,868,000 | 37 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,230,000 | 64 |
| Number of Managed Accounts | $3,350,000 | 47 |
| Number of Non-Managed Accounts | $880,000 | 76 |
| Total fiduciary and related assets | $9,818,404,000 | 51 |
| Managed Assets ($) | $7,922,717,000 | 36 |
| Non-managed Assets ($) | $1,895,687,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,251,000 | 37 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,304,000 | 65 |
| Number of Managed Accounts | $3,403,000 | 46 |
| Number of Non-Managed Accounts | $901,000 | 74 |
| Total fiduciary and related assets | $10,739,856,000 | 51 |
| Managed Assets ($) | $8,748,528,000 | 35 |
| Non-managed Assets ($) | $1,991,328,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,783,000 | 36 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,371,000 | 70 |
| Number of Managed Accounts | $3,459,000 | 48 |
| Number of Non-Managed Accounts | $912,000 | 84 |
| Total fiduciary and related assets | $10,694,981,000 | 53 |
| Managed Assets ($) | $8,714,327,000 | 35 |
| Non-managed Assets ($) | $1,980,654,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,308,000 | 39 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,451,000 | 66 |
| Number of Managed Accounts | $3,539,000 | 47 |
| Number of Non-Managed Accounts | $912,000 | 76 |
| Total fiduciary and related assets | $10,647,030,000 | 56 |
| Managed Assets ($) | $8,713,848,000 | 39 |
| Non-managed Assets ($) | $1,933,182,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,574,000 | 39 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,540,000 | 66 |
| Number of Managed Accounts | $3,614,000 | 48 |
| Number of Non-Managed Accounts | $926,000 | 74 |
| Total fiduciary and related assets | $10,068,579,000 | 56 |
| Managed Assets ($) | $8,268,103,000 | 41 |
| Non-managed Assets ($) | $1,800,476,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,680,000 | 41 |
| 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 | $4,644,000 | 61 |
| Number of Managed Accounts | $3,695,000 | 47 |
| Number of Non-Managed Accounts | $949,000 | 70 |
| Total fiduciary and related assets | $10,258,441,000 | 54 |
| Managed Assets ($) | $8,560,245,000 | 40 |
| Non-managed Assets ($) | $1,698,196,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,746,000 | 41 |
| 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 | $4,722,000 | 65 |
| Number of Managed Accounts | $3,762,000 | 47 |
| Number of Non-Managed Accounts | $960,000 | 87 |
| Total fiduciary and related assets | $11,337,031,000 | 51 |
| Managed Assets ($) | $9,479,815,000 | 35 |
| Non-managed Assets ($) | $1,857,216,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,807,000 | 40 |
| 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 | $4,750,000 | 63 |
| Number of Managed Accounts | $3,770,000 | 47 |
| Number of Non-Managed Accounts | $980,000 | 77 |
| Total fiduciary and related assets | $12,697,658,000 | 48 |
| Managed Assets ($) | $10,454,173,000 | 35 |
| Non-managed Assets ($) | $2,243,485,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,642,000 | 42 |
| 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 | $4,675,000 | 65 |
| Number of Managed Accounts | $3,789,000 | 49 |
| Number of Non-Managed Accounts | $886,000 | 80 |
| Total fiduciary and related assets | $13,562,811,000 | 54 |
| Managed Assets ($) | $11,172,377,000 | 38 |
| Non-managed Assets ($) | $2,390,434,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,576,000 | 43 |
| 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 | $4,726,000 | 62 |
| Number of Managed Accounts | $3,803,000 | 49 |
| Number of Non-Managed Accounts | $923,000 | 78 |
| Total fiduciary and related assets | $13,963,880,000 | 48 |
| Managed Assets ($) | $11,604,825,000 | 33 |
| Non-managed Assets ($) | $2,359,055,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,175,000 | 41 |
| 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 | $4,704,000 | 67 |
| Number of Managed Accounts | $3,767,000 | 50 |
| Number of Non-Managed Accounts | $937,000 | 86 |
| Total fiduciary and related assets | $14,411,190,000 | 47 |
| Managed Assets ($) | $11,986,265,000 | 35 |
| Non-managed Assets ($) | $2,424,925,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,463,000 | 41 |
| 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 | $4,719,000 | 62 |
| Number of Managed Accounts | $3,759,000 | 49 |
| Number of Non-Managed Accounts | $960,000 | 72 |
| Total fiduciary and related assets | $14,486,668,000 | 47 |
| Managed Assets ($) | $11,943,553,000 | 36 |
| Non-managed Assets ($) | $2,543,115,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,779,000 | 41 |
| 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 | $4,708,000 | 64 |
| Number of Managed Accounts | $3,730,000 | 50 |
| Number of Non-Managed Accounts | $978,000 | 69 |
| Total fiduciary and related assets | $14,611,765,000 | 48 |
| Managed Assets ($) | $12,096,274,000 | 34 |
| Non-managed Assets ($) | $2,515,491,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,790,000 | 43 |
| 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 | $4,940,000 | 59 |
| Number of Managed Accounts | $3,689,000 | 48 |
| Number of Non-Managed Accounts | $1,251,000 | 61 |
| Total fiduciary and related assets | $14,361,403,000 | 50 |
| Managed Assets ($) | $11,964,315,000 | 34 |
| Non-managed Assets ($) | $2,397,088,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,770,000 | 43 |
| 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 | $4,923,000 | 64 |
| Number of Managed Accounts | $3,656,000 | 49 |
| Number of Non-Managed Accounts | $1,267,000 | 70 |
| Total fiduciary and related assets | $13,798,645,000 | 50 |
| Managed Assets ($) | $11,395,241,000 | 36 |
| Non-managed Assets ($) | $2,403,404,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,263,000 | 45 |
| 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 | $4,957,000 | 65 |
| Number of Managed Accounts | $3,649,000 | 52 |
| Number of Non-Managed Accounts | $1,308,000 | 64 |
| Total fiduciary and related assets | $14,067,877,000 | 51 |
| Managed Assets ($) | $11,027,996,000 | 38 |
| Non-managed Assets ($) | $3,039,881,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,563,000 | 48 |
| 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 | $4,852,000 | 67 |
| Number of Managed Accounts | $3,474,000 | 56 |
| Number of Non-Managed Accounts | $1,378,000 | 62 |
| Total fiduciary and related assets | $13,532,564,000 | 51 |
| Managed Assets ($) | $10,455,930,000 | 38 |
| Non-managed Assets ($) | $3,076,634,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,113,000 | 49 |
| 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 | $4,770,000 | 67 |
| Number of Managed Accounts | $3,341,000 | 57 |
| Number of Non-Managed Accounts | $1,429,000 | 60 |
| Total fiduciary and related assets | $13,739,873,000 | 50 |
| Managed Assets ($) | $10,622,129,000 | 37 |
| Non-managed Assets ($) | $3,117,744,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,721,000 | 48 |
| 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 | $4,791,000 | 74 |
| Number of Managed Accounts | $3,360,000 | 62 |
| Number of Non-Managed Accounts | $1,431,000 | 66 |
| Total fiduciary and related assets | $13,390,676,000 | 51 |
| Managed Assets ($) | $10,334,682,000 | 38 |
| Non-managed Assets ($) | $3,055,994,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,717,000 | 49 |
| 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 | $4,874,000 | 65 |
| Number of Managed Accounts | $3,404,000 | 58 |
| Number of Non-Managed Accounts | $1,470,000 | 58 |
| Total fiduciary and related assets | $12,998,671,000 | 53 |
| Managed Assets ($) | $9,941,422,000 | 41 |
| Non-managed Assets ($) | $3,057,249,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,612,000 | 48 |
| 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 | $5,048,000 | 62 |
| Number of Managed Accounts | $3,482,000 | 53 |
| Number of Non-Managed Accounts | $1,566,000 | 54 |
| Total fiduciary and related assets | $12,836,405,000 | 51 |
| Managed Assets ($) | $9,897,620,000 | 39 |
| Non-managed Assets ($) | $2,938,785,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,702,000 | 48 |
| 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 | $5,148,000 | 64 |
| Number of Managed Accounts | $3,483,000 | 56 |
| Number of Non-Managed Accounts | $1,665,000 | 57 |
| Total fiduciary and related assets | $12,700,092,000 | 51 |
| Managed Assets ($) | $9,713,103,000 | 40 |
| Non-managed Assets ($) | $2,986,989,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,574,000 | 48 |
| 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 | $5,242,000 | 70 |
| Number of Managed Accounts | $3,512,000 | 59 |
| Number of Non-Managed Accounts | $1,730,000 | 64 |
| Total fiduciary and related assets | $12,578,569,000 | 54 |
| Managed Assets ($) | $9,564,039,000 | 40 |
| Non-managed Assets ($) | $3,014,530,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,295,000 | 49 |
| 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 | $5,319,000 | 62 |
| Number of Managed Accounts | $3,545,000 | 57 |
| Number of Non-Managed Accounts | $1,774,000 | 58 |
| Total fiduciary and related assets | $11,924,571,000 | 54 |
| Managed Assets ($) | $9,427,067,000 | 38 |
| Non-managed Assets ($) | $2,497,504,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,415,000 | 49 |
| 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 | $5,352,000 | 63 |
| Number of Managed Accounts | $3,575,000 | 57 |
| Number of Non-Managed Accounts | $1,777,000 | 61 |
| Total fiduciary and related assets | $11,775,199,000 | 58 |
| Managed Assets ($) | $9,348,552,000 | 39 |
| Non-managed Assets ($) | $2,426,647,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,817,000 | 50 |
| 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 | $5,398,000 | 64 |
| Number of Managed Accounts | $3,602,000 | 57 |
| Number of Non-Managed Accounts | $1,796,000 | 60 |
| Total fiduciary and related assets | $12,100,431,000 | 57 |
| Managed Assets ($) | $9,671,406,000 | 37 |
| Non-managed Assets ($) | $2,429,025,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,791,000 | 49 |
| 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 | $5,433,000 | 70 |
| Number of Managed Accounts | $3,616,000 | 59 |
| Number of Non-Managed Accounts | $1,817,000 | 63 |
| Total fiduciary and related assets | $13,176,965,000 | 53 |
| Managed Assets ($) | $9,473,866,000 | 40 |
| Non-managed Assets ($) | $3,703,099,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,881,000 | 50 |
| 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 | $5,480,000 | 66 |
| Number of Managed Accounts | $3,687,000 | 57 |
| Number of Non-Managed Accounts | $1,793,000 | 65 |
| Total fiduciary and related assets | $12,769,835,000 | 54 |
| Managed Assets ($) | $9,297,948,000 | 38 |
| Non-managed Assets ($) | $3,471,887,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,318,000 | 50 |
| 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 | $5,548,000 | 66 |
| Number of Managed Accounts | $3,707,000 | 57 |
| Number of Non-Managed Accounts | $1,841,000 | 66 |
| Total fiduciary and related assets | $12,759,622,000 | 53 |
| Managed Assets ($) | $9,224,589,000 | 39 |
| Non-managed Assets ($) | $3,535,033,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,768,000 | 49 |
| 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 | $5,585,000 | 69 |
| Number of Managed Accounts | $3,744,000 | 59 |
| Number of Non-Managed Accounts | $1,841,000 | 68 |
| Total fiduciary and related assets | $12,151,439,000 | 54 |
| Managed Assets ($) | $8,828,533,000 | 37 |
| Non-managed Assets ($) | $3,322,906,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,304,000 | 50 |
| 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 | $5,625,000 | 71 |
| Number of Managed Accounts | $3,757,000 | 62 |
| Number of Non-Managed Accounts | $1,868,000 | 70 |
| Total fiduciary and related assets | $12,368,898,000 | 54 |
| Managed Assets ($) | $9,020,535,000 | 38 |
| Non-managed Assets ($) | $3,348,363,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,827,000 | 49 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,742,000 | 63 |
| Number of Managed Accounts | $3,765,000 | 57 |
| Number of Non-Managed Accounts | $1,977,000 | 64 |
| Total fiduciary and related assets | $13,398,293,000 | 53 |
| Managed Assets ($) | $9,798,213,000 | 38 |
| Non-managed Assets ($) | $3,600,080,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,001,000 | 49 |
| 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 | $65,616,000 | 45 |
| 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 | $60,763,000 | 47 |
| 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 | $56,012,000 | 50 |
| 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 | $52,349,000 | 51 |
| 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 | $50,002,000 | 48 |
| 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 | $49,686,000 | 46 |
| 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 | $48,668,000 | 43 |
| 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 | $40,925,000 | 53 |
| 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 | $30,519,000 | 69 |