Home > CIBC Bank USA > Fiduciary and Related Services
CIBC Bank USA, Fiduciary and Related Services
| 2025-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,090 |
| Fiduciary or related activity | $0 | 1,037 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 363 |
| Total fiduciary and related assets | $0 | 380 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 918 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,099 |
| Fiduciary or related activity | $0 | 1,035 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,015 |
| Number of Managed Accounts | $0 | 970 |
| Number of Non-Managed Accounts | $0 | 807 |
| Total fiduciary and related assets | $0 | 1,015 |
| Managed Assets ($) | $0 | 970 |
| Non-managed Assets ($) | $0 | 802 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,000 |
| 2024-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,109 |
| Fiduciary or related activity | $0 | 1,051 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 380 |
| Number of Managed Accounts | $0 | 371 |
| Number of Non-Managed Accounts | $0 | 366 |
| Total fiduciary and related assets | $0 | 379 |
| Managed Assets ($) | $0 | 371 |
| Non-managed Assets ($) | $0 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 972 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,115 |
| Fiduciary or related activity | $0 | 1,054 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 457 |
| Number of Managed Accounts | $0 | 450 |
| Number of Non-Managed Accounts | $0 | 436 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 450 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 962 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 376 |
| Number of Non-Managed Accounts | $0 | 371 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 376 |
| Non-managed Assets ($) | $0 | 371 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 895 |
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $0 | 1,071 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,140 |
| Fiduciary or related activity | $0 | 1,085 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,157 |
| Fiduciary or related activity | $0 | 1,097 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,125 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,130 |
| Fiduciary or related activity | $0 | 1,072 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 892 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,136 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 994 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,101 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 957 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,161 |
| Fiduciary or related activity | $0 | 1,108 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,168 |
| Fiduciary or related activity | $0 | 1,114 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 922 |
| 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 | $0 | 1,102 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $0 | 1,099 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,236,000 | 422 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,152,000 | 387 |
| 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 | $2,000 | 404 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $2,276,641,000 | 133 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $2,276,641,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $755,000 | 390 |
| 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 | $2,000 | 349 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $2,000 | 328 |
| Total fiduciary and related assets | $2,004,621,000 | 135 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $2,004,621,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $442,000 | 371 |
| 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 | $2,520,000 | 109 |
| Number of Managed Accounts | $2,464,000 | 88 |
| Number of Non-Managed Accounts | $56,000 | 374 |
| Total fiduciary and related assets | $5,332,303,000 | 79 |
| Managed Assets ($) | $2,828,271,000 | 90 |
| Non-managed Assets ($) | $2,504,032,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,041,000 | 85 |
| 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 | $2,500,000 | 106 |
| Number of Managed Accounts | $2,435,000 | 87 |
| Number of Non-Managed Accounts | $65,000 | 223 |
| Total fiduciary and related assets | $5,211,351,000 | 82 |
| Managed Assets ($) | $2,896,805,000 | 88 |
| Non-managed Assets ($) | $2,314,546,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,114,000 | 85 |
| 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 | $2,470,000 | 108 |
| Number of Managed Accounts | $2,418,000 | 87 |
| Number of Non-Managed Accounts | $52,000 | 260 |
| Total fiduciary and related assets | $5,024,430,000 | 84 |
| Managed Assets ($) | $2,730,203,000 | 91 |
| Non-managed Assets ($) | $2,294,227,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,413,000 | 85 |
| 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 | $2,473,000 | 108 |
| Number of Managed Accounts | $2,405,000 | 87 |
| Number of Non-Managed Accounts | $68,000 | 230 |
| Total fiduciary and related assets | $5,001,607,000 | 82 |
| Managed Assets ($) | $2,686,420,000 | 89 |
| Non-managed Assets ($) | $2,315,187,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,579,000 | 86 |
| 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 | $2,431,000 | 108 |
| Number of Managed Accounts | $2,347,000 | 87 |
| Number of Non-Managed Accounts | $84,000 | 287 |
| Total fiduciary and related assets | $4,702,139,000 | 82 |
| Managed Assets ($) | $2,530,800,000 | 87 |
| Non-managed Assets ($) | $2,171,339,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,240,000 | 81 |
| 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 | $2,413,000 | 105 |
| Number of Managed Accounts | $2,324,000 | 87 |
| Number of Non-Managed Accounts | $89,000 | 205 |
| Total fiduciary and related assets | $5,186,686,000 | 78 |
| Managed Assets ($) | $2,768,515,000 | 85 |
| Non-managed Assets ($) | $2,418,171,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,680,000 | 79 |
| 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 | $2,419,000 | 101 |
| Number of Managed Accounts | $2,329,000 | 86 |
| Number of Non-Managed Accounts | $90,000 | 207 |
| Total fiduciary and related assets | $5,052,179,000 | 78 |
| Managed Assets ($) | $2,760,370,000 | 84 |
| Non-managed Assets ($) | $2,291,809,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,004,000 | 80 |
| 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 | $2,378,000 | 105 |
| Number of Managed Accounts | $2,327,000 | 86 |
| Number of Non-Managed Accounts | $51,000 | 268 |
| Total fiduciary and related assets | $5,008,463,000 | 77 |
| Managed Assets ($) | $4,643,368,000 | 53 |
| Non-managed Assets ($) | $365,095,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,976,000 | 80 |
| 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 | $2,316,000 | 112 |
| Number of Managed Accounts | $2,264,000 | 88 |
| Number of Non-Managed Accounts | $52,000 | 408 |
| Total fiduciary and related assets | $5,633,072,000 | 73 |
| Managed Assets ($) | $5,255,188,000 | 51 |
| Non-managed Assets ($) | $377,884,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,763,000 | 120 |
| 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 | $2,302,000 | 108 |
| Number of Managed Accounts | $2,256,000 | 90 |
| Number of Non-Managed Accounts | $46,000 | 269 |
| Total fiduciary and related assets | $5,567,982,000 | 73 |
| Managed Assets ($) | $5,196,816,000 | 51 |
| Non-managed Assets ($) | $371,166,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,990,000 | 153 |
| 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 | $2,290,000 | 104 |
| Number of Managed Accounts | $2,247,000 | 87 |
| Number of Non-Managed Accounts | $43,000 | 271 |
| Total fiduciary and related assets | $5,633,892,000 | 72 |
| Managed Assets ($) | $4,976,735,000 | 52 |
| Non-managed Assets ($) | $657,157,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,305,000 | 78 |
| 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 | $2,290,000 | 103 |
| Number of Managed Accounts | $2,223,000 | 87 |
| Number of Non-Managed Accounts | $67,000 | 233 |
| Total fiduciary and related assets | $5,746,349,000 | 72 |
| Managed Assets ($) | $4,899,570,000 | 51 |
| Non-managed Assets ($) | $846,779,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,590,000 | 79 |
| 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 | $2,240,000 | 104 |
| Number of Managed Accounts | $2,153,000 | 88 |
| Number of Non-Managed Accounts | $87,000 | 296 |
| Total fiduciary and related assets | $5,697,409,000 | 71 |
| Managed Assets ($) | $4,281,018,000 | 54 |
| Non-managed Assets ($) | $1,416,391,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,120,000 | 79 |
| 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 | $2,225,000 | 104 |
| Number of Managed Accounts | $2,161,000 | 86 |
| Number of Non-Managed Accounts | $64,000 | 244 |
| Total fiduciary and related assets | $4,339,137,000 | 78 |
| Managed Assets ($) | $2,471,519,000 | 81 |
| Non-managed Assets ($) | $1,867,618,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,815,000 | 82 |
| 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 | $2,205,000 | 107 |
| Number of Managed Accounts | $2,146,000 | 89 |
| Number of Non-Managed Accounts | $59,000 | 262 |
| Total fiduciary and related assets | $5,145,273,000 | 73 |
| Managed Assets ($) | $2,446,887,000 | 83 |
| Non-managed Assets ($) | $2,698,386,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,646,000 | 85 |
| 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 | $2,190,000 | 106 |
| Number of Managed Accounts | $2,154,000 | 88 |
| Number of Non-Managed Accounts | $36,000 | 294 |
| Total fiduciary and related assets | $5,043,478,000 | 73 |
| Managed Assets ($) | $2,517,029,000 | 79 |
| Non-managed Assets ($) | $2,526,449,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,397,000 | 90 |
| 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 | $2,198,000 | 107 |
| Number of Managed Accounts | $2,166,000 | 83 |
| Number of Non-Managed Accounts | $32,000 | 534 |
| Total fiduciary and related assets | $2,854,931,000 | 102 |
| Managed Assets ($) | $2,694,304,000 | 67 |
| Non-managed Assets ($) | $160,627,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,941,000 | 90 |
| 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 | $2,211,000 | 105 |
| Number of Managed Accounts | $2,181,000 | 82 |
| Number of Non-Managed Accounts | $30,000 | 301 |
| Total fiduciary and related assets | $2,804,554,000 | 104 |
| Managed Assets ($) | $2,651,868,000 | 68 |
| Non-managed Assets ($) | $152,686,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,799,000 | 89 |
| 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 | $2,197,000 | 106 |
| Number of Managed Accounts | $2,168,000 | 84 |
| Number of Non-Managed Accounts | $29,000 | 310 |
| Total fiduciary and related assets | $2,964,323,000 | 101 |
| Managed Assets ($) | $2,810,603,000 | 70 |
| Non-managed Assets ($) | $153,720,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,597,000 | 91 |
| 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 | $2,173,000 | 108 |
| Number of Managed Accounts | $2,146,000 | 82 |
| Number of Non-Managed Accounts | $27,000 | 316 |
| Total fiduciary and related assets | $2,909,161,000 | 103 |
| Managed Assets ($) | $2,775,198,000 | 70 |
| Non-managed Assets ($) | $133,963,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,093,000 | 94 |
| 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 | $2,156,000 | 111 |
| Number of Managed Accounts | $2,131,000 | 84 |
| Number of Non-Managed Accounts | $25,000 | 618 |
| Total fiduciary and related assets | $2,425,723,000 | 108 |
| Managed Assets ($) | $2,328,354,000 | 78 |
| Non-managed Assets ($) | $97,369,000 | 239 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,360,000 | 90 |
| 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 | $2,160,000 | 106 |
| Number of Managed Accounts | $2,134,000 | 82 |
| Number of Non-Managed Accounts | $26,000 | 316 |
| Total fiduciary and related assets | $2,508,036,000 | 106 |
| Managed Assets ($) | $2,404,685,000 | 76 |
| Non-managed Assets ($) | $103,351,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,306,000 | 90 |
| 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 | $2,143,000 | 104 |
| Number of Managed Accounts | $2,115,000 | 84 |
| Number of Non-Managed Accounts | $28,000 | 306 |
| Total fiduciary and related assets | $2,555,103,000 | 103 |
| Managed Assets ($) | $2,437,031,000 | 75 |
| Non-managed Assets ($) | $118,072,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,262,000 | 90 |
| 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 | $2,114,000 | 106 |
| Number of Managed Accounts | $2,085,000 | 86 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $2,494,400,000 | 104 |
| Managed Assets ($) | $2,380,254,000 | 77 |
| Non-managed Assets ($) | $114,146,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,057,000 | 92 |
| 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 | $2,081,000 | 112 |
| Number of Managed Accounts | $2,055,000 | 86 |
| Number of Non-Managed Accounts | $26,000 | 615 |
| Total fiduciary and related assets | $2,390,424,000 | 105 |
| Managed Assets ($) | $2,344,277,000 | 79 |
| Non-managed Assets ($) | $46,147,000 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,324,000 | 94 |
| 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 | $2,092,000 | 109 |
| Number of Managed Accounts | $2,070,000 | 83 |
| Number of Non-Managed Accounts | $22,000 | 320 |
| Total fiduciary and related assets | $2,378,618,000 | 105 |
| Managed Assets ($) | $2,335,296,000 | 77 |
| Non-managed Assets ($) | $43,322,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,730,000 | 94 |
| 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 | $2,072,000 | 109 |
| Number of Managed Accounts | $2,052,000 | 82 |
| Number of Non-Managed Accounts | $20,000 | 324 |
| Total fiduciary and related assets | $2,341,920,000 | 106 |
| Managed Assets ($) | $2,303,467,000 | 77 |
| Non-managed Assets ($) | $38,453,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,185,000 | 93 |
| 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 | $2,026,000 | 111 |
| Number of Managed Accounts | $2,017,000 | 83 |
| Number of Non-Managed Accounts | $9,000 | 355 |
| Total fiduciary and related assets | $2,311,910,000 | 106 |
| Managed Assets ($) | $2,294,348,000 | 78 |
| Non-managed Assets ($) | $17,562,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,427,000 | 97 |
| 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 | $2,048,000 | 111 |
| Number of Managed Accounts | $2,019,000 | 79 |
| Number of Non-Managed Accounts | $29,000 | 606 |
| Total fiduciary and related assets | $2,170,373,000 | 106 |
| Managed Assets ($) | $2,124,408,000 | 78 |
| Non-managed Assets ($) | $45,965,000 | 352 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,602,000 | 97 |
| 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 | $2,034,000 | 106 |
| Number of Managed Accounts | $2,019,000 | 79 |
| Number of Non-Managed Accounts | $15,000 | 326 |
| Total fiduciary and related assets | $2,142,812,000 | 105 |
| Managed Assets ($) | $2,105,086,000 | 78 |
| Non-managed Assets ($) | $37,726,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,292,000 | 97 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,302,000 | 161 |
| Number of Managed Accounts | $1,282,000 | 121 |
| Number of Non-Managed Accounts | $20,000 | 312 |
| Total fiduciary and related assets | $2,066,089,000 | 105 |
| Managed Assets ($) | $2,040,879,000 | 79 |
| Non-managed Assets ($) | $25,210,000 | 300 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,961,000 | 98 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,258,000 | 162 |
| Number of Managed Accounts | $1,242,000 | 125 |
| Number of Non-Managed Accounts | $16,000 | 319 |
| Total fiduciary and related assets | $2,066,367,000 | 106 |
| Managed Assets ($) | $2,006,430,000 | 82 |
| Non-managed Assets ($) | $59,937,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,884,000 | 97 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,249,000 | 171 |
| Number of Managed Accounts | $1,223,000 | 127 |
| Number of Non-Managed Accounts | $26,000 | 644 |
| Total fiduciary and related assets | $2,015,265,000 | 104 |
| Managed Assets ($) | $1,989,756,000 | 80 |
| Non-managed Assets ($) | $25,509,000 | 437 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,741,000 | 82 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,286,000 | 161 |
| Number of Managed Accounts | $1,271,000 | 125 |
| Number of Non-Managed Accounts | $15,000 | 341 |
| Total fiduciary and related assets | $2,050,993,000 | 103 |
| Managed Assets ($) | $2,018,679,000 | 77 |
| Non-managed Assets ($) | $32,314,000 | 287 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,950,000 | 82 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,330,000 | 158 |
| Number of Managed Accounts | $1,311,000 | 124 |
| Number of Non-Managed Accounts | $19,000 | 332 |
| Total fiduciary and related assets | $2,155,388,000 | 105 |
| Managed Assets ($) | $1,957,023,000 | 83 |
| Non-managed Assets ($) | $198,365,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,841,000 | 79 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,326,000 | 154 |
| Number of Managed Accounts | $1,306,000 | 119 |
| Number of Non-Managed Accounts | $20,000 | 328 |
| Total fiduciary and related assets | $1,989,912,000 | 107 |
| Managed Assets ($) | $1,953,031,000 | 82 |
| Non-managed Assets ($) | $36,881,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,423,000 | 78 |
| 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 | $1,386,000 | 157 |
| Number of Managed Accounts | $1,372,000 | 117 |
| Number of Non-Managed Accounts | $14,000 | 821 |
| Total fiduciary and related assets | $1,945,767,000 | 108 |
| Managed Assets ($) | $1,911,065,000 | 82 |
| Non-managed Assets ($) | $34,702,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,761,000 | 74 |
| 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 | $1,459,000 | 144 |
| Number of Managed Accounts | $1,445,000 | 106 |
| Number of Non-Managed Accounts | $14,000 | 339 |
| Total fiduciary and related assets | $1,814,872,000 | 111 |
| Managed Assets ($) | $1,791,056,000 | 83 |
| Non-managed Assets ($) | $23,816,000 | 305 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,336,000 | 73 |
| 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 | $1,561,000 | 138 |
| Number of Managed Accounts | $1,552,000 | 94 |
| Number of Non-Managed Accounts | $9,000 | 357 |
| Total fiduciary and related assets | $1,833,593,000 | 108 |
| Managed Assets ($) | $1,814,690,000 | 80 |
| Non-managed Assets ($) | $18,903,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,085,000 | 72 |
| 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 | $1,613,000 | 135 |
| Number of Managed Accounts | $1,604,000 | 92 |
| Number of Non-Managed Accounts | $9,000 | 361 |
| Total fiduciary and related assets | $2,202,844,000 | 100 |
| Managed Assets ($) | $2,180,575,000 | 71 |
| Non-managed Assets ($) | $22,269,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,254,000 | 81 |
| 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 | $1,702,000 | 133 |
| Number of Managed Accounts | $1,686,000 | 93 |
| Number of Non-Managed Accounts | $16,000 | 813 |
| Total fiduciary and related assets | $2,172,685,000 | 101 |
| Managed Assets ($) | $2,145,072,000 | 72 |
| Non-managed Assets ($) | $27,613,000 | 435 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,358,000 | 85 |
| 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 | $1,951,000 | 110 |
| Number of Managed Accounts | $1,722,000 | 90 |
| Number of Non-Managed Accounts | $229,000 | 151 |
| Total fiduciary and related assets | $2,237,525,000 | 103 |
| Managed Assets ($) | $2,062,345,000 | 75 |
| Non-managed Assets ($) | $175,180,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,060,000 | 87 |
| 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 | $1,561,000 | 135 |
| Number of Managed Accounts | $1,390,000 | 114 |
| Number of Non-Managed Accounts | $171,000 | 171 |
| Total fiduciary and related assets | $1,728,367,000 | 111 |
| Managed Assets ($) | $1,626,816,000 | 85 |
| Non-managed Assets ($) | $101,551,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,302,000 | 88 |
| 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 | $1,507,000 | 139 |
| Number of Managed Accounts | $1,322,000 | 120 |
| Number of Non-Managed Accounts | $185,000 | 164 |
| Total fiduciary and related assets | $1,439,072,000 | 119 |
| Managed Assets ($) | $1,317,521,000 | 90 |
| Non-managed Assets ($) | $121,551,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,407,000 | 93 |
| 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 | $1,032,000 | 224 |
| Number of Managed Accounts | $875,000 | 178 |
| Number of Non-Managed Accounts | $157,000 | 261 |
| Total fiduciary and related assets | $889,787,000 | 166 |
| Managed Assets ($) | $801,810,000 | 127 |
| Non-managed Assets ($) | $87,977,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,760,000 | 96 |
| 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 | $1,325,000 | 155 |
| Number of Managed Accounts | $1,161,000 | 131 |
| Number of Non-Managed Accounts | $164,000 | 182 |
| Total fiduciary and related assets | $1,573,085,000 | 124 |
| Managed Assets ($) | $1,472,916,000 | 93 |
| Non-managed Assets ($) | $100,169,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,054,000 | 99 |
| 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 | $1,321,000 | 160 |
| Number of Managed Accounts | $1,150,000 | 135 |
| Number of Non-Managed Accounts | $171,000 | 179 |
| Total fiduciary and related assets | $1,546,550,000 | 130 |
| Managed Assets ($) | $1,452,490,000 | 97 |
| Non-managed Assets ($) | $94,060,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,515,000 | 100 |
| 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 | $1,316,000 | 168 |
| Number of Managed Accounts | $1,132,000 | 137 |
| Number of Non-Managed Accounts | $184,000 | 176 |
| Total fiduciary and related assets | $1,574,131,000 | 137 |
| Managed Assets ($) | $1,479,668,000 | 101 |
| Non-managed Assets ($) | $94,463,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,782,000 | 98 |
| 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 | $1,227,000 | 187 |
| Number of Managed Accounts | $1,047,000 | 154 |
| Number of Non-Managed Accounts | $180,000 | 248 |
| Total fiduciary and related assets | $1,614,300,000 | 135 |
| Managed Assets ($) | $1,513,948,000 | 99 |
| Non-managed Assets ($) | $100,352,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,858,000 | 102 |
| 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 | $1,267,000 | 169 |
| Number of Managed Accounts | $1,080,000 | 146 |
| Number of Non-Managed Accounts | $187,000 | 166 |
| Total fiduciary and related assets | $1,573,206,000 | 138 |
| Managed Assets ($) | $1,466,488,000 | 103 |
| Non-managed Assets ($) | $106,718,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,151,000 | 103 |
| 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 | $1,163,000 | 181 |
| Number of Managed Accounts | $966,000 | 160 |
| Number of Non-Managed Accounts | $197,000 | 165 |
| Total fiduciary and related assets | $1,417,891,000 | 152 |
| Managed Assets ($) | $1,320,114,000 | 114 |
| Non-managed Assets ($) | $97,777,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,745,000 | 109 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,125,000 | 185 |
| Number of Managed Accounts | $942,000 | 159 |
| Number of Non-Managed Accounts | $183,000 | 176 |
| Total fiduciary and related assets | $1,309,659,000 | 157 |
| Managed Assets ($) | $1,208,594,000 | 117 |
| Non-managed Assets ($) | $101,065,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,292,000 | 108 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,326,000 | 173 |
| Number of Managed Accounts | $1,137,000 | 143 |
| Number of Non-Managed Accounts | $189,000 | 243 |
| Total fiduciary and related assets | $1,289,056,000 | 157 |
| Managed Assets ($) | $1,184,064,000 | 114 |
| Non-managed Assets ($) | $104,992,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,823,000 | 116 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,086,000 | 194 |
| Number of Managed Accounts | $901,000 | 169 |
| Number of Non-Managed Accounts | $185,000 | 185 |
| Total fiduciary and related assets | $1,169,551,000 | 169 |
| Managed Assets ($) | $1,053,616,000 | 127 |
| Non-managed Assets ($) | $115,935,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,964,000 | 117 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,084,000 | 196 |
| Number of Managed Accounts | $893,000 | 176 |
| Number of Non-Managed Accounts | $191,000 | 191 |
| Total fiduciary and related assets | $1,054,926,000 | 183 |
| Managed Assets ($) | $954,912,000 | 134 |
| Non-managed Assets ($) | $100,014,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,893,000 | 126 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,022,000 | 202 |
| Number of Managed Accounts | $845,000 | 188 |
| Number of Non-Managed Accounts | $177,000 | 198 |
| Total fiduciary and related assets | $1,067,298,000 | 182 |
| Managed Assets ($) | $980,963,000 | 133 |
| Non-managed Assets ($) | $86,335,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,701,000 | 136 |
| 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 | $975,000 | 231 |
| Number of Managed Accounts | $790,000 | 201 |
| Number of Non-Managed Accounts | $185,000 | 267 |
| Total fiduciary and related assets | $1,041,785,000 | 180 |
| Managed Assets ($) | $932,202,000 | 138 |
| Non-managed Assets ($) | $109,583,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,593,000 | 149 |
| 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 | $946,000 | 210 |
| Number of Managed Accounts | $771,000 | 193 |
| Number of Non-Managed Accounts | $175,000 | 196 |
| Total fiduciary and related assets | $871,295,000 | 202 |
| Managed Assets ($) | $774,341,000 | 160 |
| Non-managed Assets ($) | $96,954,000 | 235 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,139,000 | 148 |
| 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 | $938,000 | 213 |
| Number of Managed Accounts | $772,000 | 192 |
| Number of Non-Managed Accounts | $166,000 | 206 |
| Total fiduciary and related assets | $853,655,000 | 199 |
| Managed Assets ($) | $772,557,000 | 156 |
| Non-managed Assets ($) | $81,098,000 | 247 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,737,000 | 149 |
| 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 | $914,000 | 218 |
| Number of Managed Accounts | $902,000 | 170 |
| Number of Non-Managed Accounts | $12,000 | 385 |
| Total fiduciary and related assets | $799,403,000 | 210 |
| Managed Assets ($) | $747,983,000 | 162 |
| Non-managed Assets ($) | $51,420,000 | 286 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,295,000 | 158 |
| 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 | $915,000 | 242 |
| Number of Managed Accounts | $915,000 | 173 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $794,737,000 | 208 |
| Managed Assets ($) | $794,737,000 | 146 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,618,000 | 162 |
| 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 | $879,000 | 231 |
| Number of Managed Accounts | $707,000 | 200 |
| Number of Non-Managed Accounts | $172,000 | 204 |
| Total fiduciary and related assets | $739,387,000 | 209 |
| Managed Assets ($) | $666,093,000 | 164 |
| Non-managed Assets ($) | $73,294,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,452,000 | 160 |
| 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 | $851,000 | 238 |
| Number of Managed Accounts | $685,000 | 204 |
| Number of Non-Managed Accounts | $166,000 | 213 |
| Total fiduciary and related assets | $701,987,000 | 221 |
| Managed Assets ($) | $630,224,000 | 171 |
| Non-managed Assets ($) | $71,763,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,280,000 | 164 |
| 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 | $820,000 | 243 |
| Number of Managed Accounts | $644,000 | 217 |
| Number of Non-Managed Accounts | $176,000 | 207 |
| Total fiduciary and related assets | $688,363,000 | 221 |
| Managed Assets ($) | $605,985,000 | 177 |
| Non-managed Assets ($) | $82,378,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,075,000 | 168 |
| 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 | $752,000 | 294 |
| Number of Managed Accounts | $577,000 | 259 |
| Number of Non-Managed Accounts | $175,000 | 297 |
| Total fiduciary and related assets | $649,486,000 | 230 |
| Managed Assets ($) | $566,280,000 | 185 |
| Non-managed Assets ($) | $83,206,000 | 281 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,503,000 | 187 |
| 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 | $718,000 | 277 |
| Number of Managed Accounts | $544,000 | 258 |
| Number of Non-Managed Accounts | $174,000 | 223 |
| Total fiduciary and related assets | $559,266,000 | 249 |
| Managed Assets ($) | $489,488,000 | 197 |
| Non-managed Assets ($) | $69,778,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,483,000 | 202 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,262,000 | 186 |
| Number of Managed Accounts | $1,079,000 | 155 |
| Number of Non-Managed Accounts | $183,000 | 226 |
| Total fiduciary and related assets | $1,052,817,000 | 177 |
| Managed Assets ($) | $987,377,000 | 127 |
| Non-managed Assets ($) | $65,440,000 | 285 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,583,000 | 209 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,220,000 | 197 |
| Number of Managed Accounts | $1,029,000 | 165 |
| Number of Non-Managed Accounts | $191,000 | 228 |
| Total fiduciary and related assets | $1,004,609,000 | 183 |
| Managed Assets ($) | $932,824,000 | 130 |
| Non-managed Assets ($) | $71,785,000 | 278 |
| Memoranda | ||
| Gross Fiduciary activities income | $759,000 | 220 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,220,000 | 212 |
| Number of Managed Accounts | $1,029,000 | 171 |
| Number of Non-Managed Accounts | $191,000 | 303 |
| Total fiduciary and related assets | $1,004,609,000 | 184 |
| Managed Assets ($) | $932,824,000 | 132 |
| Non-managed Assets ($) | $71,785,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,878,000 | 228 |
| 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 | $918,000 | 245 |
| Number of Managed Accounts | $431,000 | 327 |
| Number of Non-Managed Accounts | $487,000 | 149 |
| Total fiduciary and related assets | $752,188,000 | 202 |
| Managed Assets ($) | $415,164,000 | 212 |
| Non-managed Assets ($) | $337,024,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,671,000 | 243 |
| 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 | $2,291,000 | 269 |
| 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 | $1,642,000 | 362 |
| 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 | $1,028,000 | 457 |
| 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 | $937,000 | 492 |
| 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 | $577,000 | 661 |
| 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 | $392,000 | 811 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |