Home > Citizens Bank > Fiduciary and Related Services
Citizens Bank, Fiduciary and Related Services
| 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 | $1,608,000 | 164 |
| Number of Managed Accounts | $1,429,000 | 144 |
| Number of Non-Managed Accounts | $179,000 | 144 |
| Total fiduciary and related assets | $4,018,547,000 | 133 |
| Managed Assets ($) | $3,630,087,000 | 99 |
| Non-managed Assets ($) | $388,460,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,802,000 | 64 |
| 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 | $1,624,000 | 163 |
| Number of Managed Accounts | $1,445,000 | 146 |
| Number of Non-Managed Accounts | $179,000 | 157 |
| Total fiduciary and related assets | $3,841,655,000 | 134 |
| Managed Assets ($) | $3,467,702,000 | 102 |
| Non-managed Assets ($) | $373,953,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,841,000 | 73 |
| 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 | $1,614,000 | 166 |
| Number of Managed Accounts | $1,445,000 | 144 |
| Number of Non-Managed Accounts | $169,000 | 153 |
| Total fiduciary and related assets | $3,882,398,000 | 135 |
| Managed Assets ($) | $3,549,527,000 | 101 |
| Non-managed Assets ($) | $332,871,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,142,000 | 69 |
| 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 | $1,620,000 | 164 |
| Number of Managed Accounts | $1,456,000 | 141 |
| Number of Non-Managed Accounts | $164,000 | 190 |
| Total fiduciary and related assets | $3,616,135,000 | 131 |
| Managed Assets ($) | $3,332,516,000 | 98 |
| Non-managed Assets ($) | $283,619,000 | 187 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,229,000 | 65 |
| 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 | $1,604,000 | 160 |
| Number of Managed Accounts | $1,440,000 | 139 |
| Number of Non-Managed Accounts | $164,000 | 149 |
| Total fiduciary and related assets | $3,421,161,000 | 133 |
| Managed Assets ($) | $3,131,740,000 | 102 |
| Non-managed Assets ($) | $289,421,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,254,000 | 67 |
| 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 | $1,628,000 | 162 |
| Number of Managed Accounts | $1,463,000 | 140 |
| Number of Non-Managed Accounts | $165,000 | 163 |
| Total fiduciary and related assets | $3,521,611,000 | 128 |
| Managed Assets ($) | $3,228,352,000 | 96 |
| Non-managed Assets ($) | $293,259,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,562,000 | 63 |
| 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 | $1,685,000 | 164 |
| Number of Managed Accounts | $1,520,000 | 141 |
| Number of Non-Managed Accounts | $165,000 | 156 |
| Total fiduciary and related assets | $3,483,495,000 | 134 |
| Managed Assets ($) | $3,194,477,000 | 103 |
| Non-managed Assets ($) | $289,018,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,582,000 | 68 |
| 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 | $1,738,000 | 164 |
| Number of Managed Accounts | $1,573,000 | 142 |
| Number of Non-Managed Accounts | $165,000 | 198 |
| Total fiduciary and related assets | $3,378,113,000 | 140 |
| Managed Assets ($) | $3,099,709,000 | 106 |
| Non-managed Assets ($) | $278,404,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,237,000 | 69 |
| 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 | $1,753,000 | 160 |
| Number of Managed Accounts | $1,588,000 | 139 |
| Number of Non-Managed Accounts | $165,000 | 161 |
| Total fiduciary and related assets | $3,351,411,000 | 136 |
| Managed Assets ($) | $3,073,304,000 | 104 |
| Non-managed Assets ($) | $278,107,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,471,000 | 72 |
| 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 | $1,759,000 | 142 |
| Number of Managed Accounts | $1,591,000 | 126 |
| Number of Non-Managed Accounts | $168,000 | 150 |
| Total fiduciary and related assets | $3,504,174,000 | 112 |
| Managed Assets ($) | $3,194,960,000 | 86 |
| Non-managed Assets ($) | $309,214,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,608,000 | 58 |
| 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 | $1,780,000 | 142 |
| Number of Managed Accounts | $1,609,000 | 127 |
| Number of Non-Managed Accounts | $171,000 | 144 |
| Total fiduciary and related assets | $3,947,127,000 | 109 |
| Managed Assets ($) | $3,610,282,000 | 86 |
| Non-managed Assets ($) | $336,845,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,030,000 | 56 |
| 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 | $1,825,000 | 143 |
| Number of Managed Accounts | $1,652,000 | 126 |
| Number of Non-Managed Accounts | $173,000 | 169 |
| Total fiduciary and related assets | $4,197,414,000 | 107 |
| Managed Assets ($) | $3,823,985,000 | 83 |
| Non-managed Assets ($) | $373,429,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,472,000 | 53 |
| 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 | $1,845,000 | 140 |
| Number of Managed Accounts | $1,670,000 | 127 |
| Number of Non-Managed Accounts | $175,000 | 139 |
| Total fiduciary and related assets | $4,165,172,000 | 107 |
| Managed Assets ($) | $3,789,538,000 | 81 |
| Non-managed Assets ($) | $375,634,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,611,000 | 53 |
| 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 | $1,871,000 | 140 |
| Number of Managed Accounts | $1,696,000 | 129 |
| Number of Non-Managed Accounts | $175,000 | 146 |
| Total fiduciary and related assets | $4,133,277,000 | 107 |
| Managed Assets ($) | $3,778,619,000 | 79 |
| Non-managed Assets ($) | $354,658,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,556,000 | 53 |
| 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 | $1,883,000 | 137 |
| Number of Managed Accounts | $1,706,000 | 126 |
| Number of Non-Managed Accounts | $177,000 | 141 |
| Total fiduciary and related assets | $3,978,779,000 | 103 |
| Managed Assets ($) | $3,621,313,000 | 79 |
| Non-managed Assets ($) | $357,466,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,048,000 | 53 |
| 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 | $1,936,000 | 136 |
| Number of Managed Accounts | $1,754,000 | 121 |
| Number of Non-Managed Accounts | $182,000 | 168 |
| Total fiduciary and related assets | $4,221,819,000 | 99 |
| Managed Assets ($) | $3,576,971,000 | 79 |
| Non-managed Assets ($) | $644,848,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,169,000 | 53 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,959,000 | 131 |
| Number of Managed Accounts | $1,778,000 | 116 |
| Number of Non-Managed Accounts | $181,000 | 136 |
| Total fiduciary and related assets | $4,135,076,000 | 97 |
| Managed Assets ($) | $3,430,694,000 | 78 |
| Non-managed Assets ($) | $704,382,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,763,000 | 53 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 132 |
| Number of Managed Accounts | $1,794,000 | 117 |
| Number of Non-Managed Accounts | $142,000 | 170 |
| Total fiduciary and related assets | $3,930,508,000 | 99 |
| Managed Assets ($) | $3,388,705,000 | 76 |
| Non-managed Assets ($) | $541,803,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,227,000 | 52 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,997,000 | 129 |
| Number of Managed Accounts | $1,824,000 | 113 |
| Number of Non-Managed Accounts | $173,000 | 145 |
| Total fiduciary and related assets | $3,723,317,000 | 96 |
| Managed Assets ($) | $3,138,979,000 | 76 |
| Non-managed Assets ($) | $584,338,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,026,000 | 54 |
| 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 | $2,034,000 | 132 |
| Number of Managed Accounts | $1,861,000 | 115 |
| Number of Non-Managed Accounts | $173,000 | 186 |
| Total fiduciary and related assets | $4,090,782,000 | 98 |
| Managed Assets ($) | $3,526,722,000 | 74 |
| Non-managed Assets ($) | $564,060,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,766,000 | 55 |
| 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 | $2,057,000 | 128 |
| Number of Managed Accounts | $1,869,000 | 114 |
| Number of Non-Managed Accounts | $188,000 | 138 |
| Total fiduciary and related assets | $3,954,864,000 | 98 |
| Managed Assets ($) | $3,412,835,000 | 77 |
| Non-managed Assets ($) | $542,029,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,790,000 | 56 |
| 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 | $2,078,000 | 128 |
| Number of Managed Accounts | $1,891,000 | 113 |
| Number of Non-Managed Accounts | $187,000 | 142 |
| Total fiduciary and related assets | $4,041,286,000 | 95 |
| Managed Assets ($) | $3,405,146,000 | 74 |
| Non-managed Assets ($) | $636,140,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,107,000 | 55 |
| 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 | $2,060,000 | 129 |
| Number of Managed Accounts | $1,862,000 | 117 |
| Number of Non-Managed Accounts | $198,000 | 144 |
| Total fiduciary and related assets | $3,993,074,000 | 95 |
| Managed Assets ($) | $3,364,383,000 | 74 |
| Non-managed Assets ($) | $628,691,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,326,000 | 55 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,747,000 | 149 |
| Number of Managed Accounts | $1,556,000 | 128 |
| Number of Non-Managed Accounts | $191,000 | 174 |
| Total fiduciary and related assets | $2,923,791,000 | 105 |
| Managed Assets ($) | $2,479,273,000 | 88 |
| Non-managed Assets ($) | $444,518,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,889,000 | 84 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,784,000 | 142 |
| Number of Managed Accounts | $1,586,000 | 124 |
| Number of Non-Managed Accounts | $198,000 | 144 |
| Total fiduciary and related assets | $3,120,797,000 | 104 |
| Managed Assets ($) | $2,638,515,000 | 87 |
| Non-managed Assets ($) | $482,282,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,612,000 | 83 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,782,000 | 142 |
| Number of Managed Accounts | $1,583,000 | 123 |
| Number of Non-Managed Accounts | $199,000 | 145 |
| Total fiduciary and related assets | $3,136,839,000 | 105 |
| Managed Assets ($) | $2,602,380,000 | 88 |
| Non-managed Assets ($) | $534,459,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,279,000 | 83 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,798,000 | 142 |
| Number of Managed Accounts | $1,597,000 | 123 |
| Number of Non-Managed Accounts | $201,000 | 147 |
| Total fiduciary and related assets | $3,193,366,000 | 107 |
| Managed Assets ($) | $2,633,599,000 | 88 |
| Non-managed Assets ($) | $559,767,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,609,000 | 84 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,812,000 | 141 |
| Number of Managed Accounts | $1,611,000 | 119 |
| Number of Non-Managed Accounts | $201,000 | 178 |
| Total fiduciary and related assets | $3,200,312,000 | 106 |
| Managed Assets ($) | $2,654,132,000 | 88 |
| Non-managed Assets ($) | $546,180,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,375,000 | 83 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,814,000 | 139 |
| Number of Managed Accounts | $1,613,000 | 123 |
| Number of Non-Managed Accounts | $201,000 | 144 |
| Total fiduciary and related assets | $3,113,315,000 | 106 |
| Managed Assets ($) | $2,499,872,000 | 88 |
| Non-managed Assets ($) | $613,443,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,241,000 | 80 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,837,000 | 134 |
| Number of Managed Accounts | $1,633,000 | 118 |
| Number of Non-Managed Accounts | $204,000 | 141 |
| Total fiduciary and related assets | $2,972,603,000 | 104 |
| Managed Assets ($) | $2,462,761,000 | 86 |
| Non-managed Assets ($) | $509,842,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,188,000 | 80 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,841,000 | 130 |
| Number of Managed Accounts | $1,636,000 | 114 |
| Number of Non-Managed Accounts | $205,000 | 138 |
| Total fiduciary and related assets | $3,012,760,000 | 103 |
| Managed Assets ($) | $2,514,871,000 | 86 |
| Non-managed Assets ($) | $497,889,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,679,000 | 77 |
| 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 | $1,840,000 | 132 |
| Number of Managed Accounts | $1,645,000 | 111 |
| Number of Non-Managed Accounts | $195,000 | 179 |
| Total fiduciary and related assets | $2,936,683,000 | 102 |
| Managed Assets ($) | $2,459,637,000 | 85 |
| Non-managed Assets ($) | $477,046,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,823,000 | 71 |
| 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 | $1,874,000 | 126 |
| Number of Managed Accounts | $1,672,000 | 106 |
| Number of Non-Managed Accounts | $202,000 | 145 |
| Total fiduciary and related assets | $3,032,634,000 | 100 |
| Managed Assets ($) | $2,549,404,000 | 79 |
| Non-managed Assets ($) | $483,230,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,233,000 | 71 |
| 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 | $1,920,000 | 123 |
| Number of Managed Accounts | $1,708,000 | 105 |
| Number of Non-Managed Accounts | $212,000 | 144 |
| Total fiduciary and related assets | $3,117,326,000 | 98 |
| Managed Assets ($) | $2,633,155,000 | 74 |
| Non-managed Assets ($) | $484,171,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,627,000 | 71 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,970,000 | 120 |
| Number of Managed Accounts | $1,756,000 | 104 |
| Number of Non-Managed Accounts | $214,000 | 144 |
| Total fiduciary and related assets | $3,082,954,000 | 100 |
| Managed Assets ($) | $2,632,504,000 | 73 |
| Non-managed Assets ($) | $450,450,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,578,000 | 73 |
| 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 | $2,038,000 | 116 |
| Number of Managed Accounts | $1,819,000 | 100 |
| Number of Non-Managed Accounts | $219,000 | 175 |
| Total fiduciary and related assets | $3,080,171,000 | 97 |
| Managed Assets ($) | $2,667,057,000 | 69 |
| Non-managed Assets ($) | $413,114,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,932,000 | 74 |
| 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 | $2,117,000 | 112 |
| Number of Managed Accounts | $1,929,000 | 95 |
| Number of Non-Managed Accounts | $188,000 | 156 |
| Total fiduciary and related assets | $3,169,889,000 | 97 |
| Managed Assets ($) | $2,755,073,000 | 67 |
| Non-managed Assets ($) | $414,816,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,264,000 | 75 |
| 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 | $2,168,000 | 110 |
| Number of Managed Accounts | $1,979,000 | 95 |
| Number of Non-Managed Accounts | $189,000 | 151 |
| Total fiduciary and related assets | $3,714,096,000 | 88 |
| Managed Assets ($) | $3,270,593,000 | 62 |
| Non-managed Assets ($) | $443,503,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,960,000 | 75 |
| 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 | $2,203,000 | 105 |
| Number of Managed Accounts | $2,009,000 | 89 |
| Number of Non-Managed Accounts | $194,000 | 153 |
| Total fiduciary and related assets | $3,755,748,000 | 86 |
| Managed Assets ($) | $3,294,277,000 | 61 |
| Non-managed Assets ($) | $461,471,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,545,000 | 72 |
| 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 | $2,259,000 | 106 |
| Number of Managed Accounts | $2,053,000 | 87 |
| Number of Non-Managed Accounts | $206,000 | 188 |
| Total fiduciary and related assets | $3,496,400,000 | 89 |
| Managed Assets ($) | $2,960,306,000 | 68 |
| Non-managed Assets ($) | $536,094,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,493,000 | 72 |
| 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 | $2,305,000 | 102 |
| Number of Managed Accounts | $2,099,000 | 84 |
| Number of Non-Managed Accounts | $206,000 | 145 |
| Total fiduciary and related assets | $3,626,036,000 | 85 |
| Managed Assets ($) | $3,097,005,000 | 64 |
| Non-managed Assets ($) | $529,031,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,890,000 | 72 |
| 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 | $2,394,000 | 97 |
| Number of Managed Accounts | $2,185,000 | 79 |
| Number of Non-Managed Accounts | $209,000 | 146 |
| Total fiduciary and related assets | $3,764,455,000 | 83 |
| Managed Assets ($) | $3,217,626,000 | 62 |
| Non-managed Assets ($) | $546,829,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,587,000 | 71 |
| 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 | $2,409,000 | 97 |
| Number of Managed Accounts | $2,198,000 | 81 |
| Number of Non-Managed Accounts | $211,000 | 149 |
| Total fiduciary and related assets | $3,760,014,000 | 81 |
| Managed Assets ($) | $3,213,500,000 | 62 |
| Non-managed Assets ($) | $546,514,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,770,000 | 72 |
| 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 | $2,449,000 | 98 |
| Number of Managed Accounts | $2,232,000 | 80 |
| Number of Non-Managed Accounts | $217,000 | 187 |
| Total fiduciary and related assets | $4,064,383,000 | 81 |
| Managed Assets ($) | $3,456,712,000 | 59 |
| Non-managed Assets ($) | $607,671,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,521,000 | 70 |
| 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 | $2,547,000 | 93 |
| Number of Managed Accounts | $2,267,000 | 79 |
| Number of Non-Managed Accounts | $280,000 | 127 |
| Total fiduciary and related assets | $4,635,285,000 | 72 |
| Managed Assets ($) | $3,491,868,000 | 58 |
| Non-managed Assets ($) | $1,143,417,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,803,000 | 70 |
| 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 | $2,613,000 | 92 |
| Number of Managed Accounts | $2,339,000 | 74 |
| Number of Non-Managed Accounts | $274,000 | 129 |
| Total fiduciary and related assets | $4,496,368,000 | 73 |
| Managed Assets ($) | $3,322,743,000 | 59 |
| Non-managed Assets ($) | $1,173,625,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,410,000 | 70 |
| 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 | $2,640,000 | 91 |
| Number of Managed Accounts | $2,363,000 | 72 |
| Number of Non-Managed Accounts | $277,000 | 131 |
| Total fiduciary and related assets | $4,581,989,000 | 70 |
| Managed Assets ($) | $3,410,726,000 | 58 |
| Non-managed Assets ($) | $1,171,263,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,709,000 | 70 |
| 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 | $2,695,000 | 88 |
| Number of Managed Accounts | $2,417,000 | 71 |
| Number of Non-Managed Accounts | $278,000 | 168 |
| Total fiduciary and related assets | $5,365,373,000 | 66 |
| Managed Assets ($) | $3,326,218,000 | 56 |
| Non-managed Assets ($) | $2,039,155,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,164,000 | 66 |
| 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 | $2,710,000 | 85 |
| Number of Managed Accounts | $2,431,000 | 67 |
| Number of Non-Managed Accounts | $279,000 | 125 |
| Total fiduciary and related assets | $5,572,577,000 | 62 |
| Managed Assets ($) | $3,340,726,000 | 56 |
| Non-managed Assets ($) | $2,231,851,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,505,000 | 65 |
| 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 | $2,749,000 | 83 |
| Number of Managed Accounts | $2,465,000 | 66 |
| Number of Non-Managed Accounts | $284,000 | 127 |
| Total fiduciary and related assets | $5,464,763,000 | 63 |
| Managed Assets ($) | $3,330,675,000 | 55 |
| Non-managed Assets ($) | $2,134,088,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,875,000 | 64 |
| 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 | $2,798,000 | 82 |
| Number of Managed Accounts | $2,506,000 | 65 |
| Number of Non-Managed Accounts | $292,000 | 125 |
| Total fiduciary and related assets | $5,847,017,000 | 63 |
| Managed Assets ($) | $3,389,626,000 | 56 |
| Non-managed Assets ($) | $2,457,391,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,814,000 | 65 |
| 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 | $2,736,000 | 87 |
| Number of Managed Accounts | $2,498,000 | 64 |
| Number of Non-Managed Accounts | $238,000 | 178 |
| Total fiduciary and related assets | $4,842,544,000 | 65 |
| Managed Assets ($) | $3,238,304,000 | 56 |
| Non-managed Assets ($) | $1,604,240,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,012,000 | 53 |
| 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 | $2,779,000 | 84 |
| Number of Managed Accounts | $2,526,000 | 66 |
| Number of Non-Managed Accounts | $253,000 | 134 |
| Total fiduciary and related assets | $4,792,359,000 | 66 |
| Managed Assets ($) | $3,301,390,000 | 56 |
| Non-managed Assets ($) | $1,490,969,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,237,000 | 55 |
| 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 | $2,788,000 | 86 |
| Number of Managed Accounts | $2,524,000 | 66 |
| Number of Non-Managed Accounts | $264,000 | 133 |
| Total fiduciary and related assets | $5,184,760,000 | 67 |
| Managed Assets ($) | $3,571,490,000 | 57 |
| Non-managed Assets ($) | $1,613,270,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,550,000 | 55 |
| 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 | $2,841,000 | 84 |
| Number of Managed Accounts | $2,540,000 | 65 |
| Number of Non-Managed Accounts | $301,000 | 126 |
| Total fiduciary and related assets | $5,085,232,000 | 67 |
| Managed Assets ($) | $3,476,076,000 | 57 |
| Non-managed Assets ($) | $1,609,156,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,043,000 | 54 |
| 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 | $2,897,000 | 87 |
| Number of Managed Accounts | $2,578,000 | 65 |
| Number of Non-Managed Accounts | $319,000 | 157 |
| Total fiduciary and related assets | $4,875,269,000 | 68 |
| Managed Assets ($) | $3,290,835,000 | 59 |
| Non-managed Assets ($) | $1,584,434,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,889,000 | 54 |
| 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 | $2,932,000 | 83 |
| Number of Managed Accounts | $2,603,000 | 63 |
| Number of Non-Managed Accounts | $329,000 | 124 |
| Total fiduciary and related assets | $4,359,074,000 | 70 |
| Managed Assets ($) | $3,168,540,000 | 60 |
| Non-managed Assets ($) | $1,190,534,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,720,000 | 54 |
| 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 | $2,955,000 | 83 |
| Number of Managed Accounts | $2,632,000 | 62 |
| Number of Non-Managed Accounts | $323,000 | 127 |
| Total fiduciary and related assets | $4,303,297,000 | 70 |
| Managed Assets ($) | $3,202,733,000 | 55 |
| Non-managed Assets ($) | $1,100,564,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,705,000 | 53 |
| 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 | $2,977,000 | 84 |
| Number of Managed Accounts | $2,660,000 | 62 |
| Number of Non-Managed Accounts | $317,000 | 128 |
| Total fiduciary and related assets | $4,310,441,000 | 73 |
| Managed Assets ($) | $3,090,516,000 | 58 |
| Non-managed Assets ($) | $1,219,925,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,665,000 | 52 |
| 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 | $3,044,000 | 87 |
| Number of Managed Accounts | $2,731,000 | 62 |
| Number of Non-Managed Accounts | $313,000 | 169 |
| Total fiduciary and related assets | $4,258,497,000 | 72 |
| Managed Assets ($) | $3,018,029,000 | 60 |
| Non-managed Assets ($) | $1,240,468,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,545,000 | 52 |
| 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 | $3,042,000 | 85 |
| Number of Managed Accounts | $2,746,000 | 62 |
| Number of Non-Managed Accounts | $296,000 | 132 |
| Total fiduciary and related assets | $4,475,262,000 | 71 |
| Managed Assets ($) | $3,298,352,000 | 58 |
| Non-managed Assets ($) | $1,176,910,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,753,000 | 53 |
| 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 | $3,071,000 | 87 |
| Number of Managed Accounts | $2,776,000 | 65 |
| Number of Non-Managed Accounts | $295,000 | 134 |
| Total fiduciary and related assets | $4,123,511,000 | 74 |
| Managed Assets ($) | $2,981,069,000 | 62 |
| Non-managed Assets ($) | $1,142,442,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,900,000 | 54 |
| 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 | $3,114,000 | 82 |
| Number of Managed Accounts | $2,811,000 | 62 |
| Number of Non-Managed Accounts | $303,000 | 133 |
| Total fiduciary and related assets | $3,786,576,000 | 77 |
| Managed Assets ($) | $2,933,656,000 | 60 |
| Non-managed Assets ($) | $852,920,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,803,000 | 55 |
| 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 | $3,119,000 | 91 |
| Number of Managed Accounts | $2,813,000 | 63 |
| Number of Non-Managed Accounts | $306,000 | 177 |
| Total fiduciary and related assets | $4,052,986,000 | 78 |
| Managed Assets ($) | $3,150,596,000 | 58 |
| Non-managed Assets ($) | $902,390,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,855,000 | 54 |
| 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 | $2,998,000 | 89 |
| Number of Managed Accounts | $2,775,000 | 65 |
| Number of Non-Managed Accounts | $223,000 | 158 |
| Total fiduciary and related assets | $4,542,497,000 | 74 |
| Managed Assets ($) | $3,451,770,000 | 57 |
| Non-managed Assets ($) | $1,090,727,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,833,000 | 56 |
| 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 | $3,087,000 | 90 |
| Number of Managed Accounts | $2,797,000 | 66 |
| Number of Non-Managed Accounts | $290,000 | 145 |
| Total fiduciary and related assets | $4,577,523,000 | 80 |
| Managed Assets ($) | $3,394,356,000 | 65 |
| Non-managed Assets ($) | $1,183,167,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,332,000 | 58 |
| 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 | $3,058,000 | 90 |
| Number of Managed Accounts | $2,766,000 | 67 |
| Number of Non-Managed Accounts | $292,000 | 144 |
| Total fiduciary and related assets | $4,536,752,000 | 82 |
| Managed Assets ($) | $3,353,293,000 | 62 |
| Non-managed Assets ($) | $1,183,459,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,444,000 | 60 |
| 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 | $3,030,000 | 90 |
| Number of Managed Accounts | $2,752,000 | 67 |
| Number of Non-Managed Accounts | $278,000 | 199 |
| Total fiduciary and related assets | $4,629,213,000 | 79 |
| Managed Assets ($) | $3,405,025,000 | 62 |
| Non-managed Assets ($) | $1,224,188,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,689,000 | 58 |
| 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 | $3,044,000 | 84 |
| Number of Managed Accounts | $2,747,000 | 65 |
| Number of Non-Managed Accounts | $297,000 | 137 |
| Total fiduciary and related assets | $4,518,813,000 | 79 |
| Managed Assets ($) | $3,396,660,000 | 62 |
| Non-managed Assets ($) | $1,122,153,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,920,000 | 57 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $550,000 | 399 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $174,000 | 522 |
| 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 | $4,000 | 1,568 |
| Number of Managed Accounts | $4,000 | 1,428 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $23,244,000 | 956 |
| Managed Assets ($) | $23,244,000 | 854 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,000 | 940 |
| 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 | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,000 | 974 |
| 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 | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,000 | 998 |
| 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 | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,000 | 981 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,000 | 1,727 |
| Number of Managed Accounts | $1,000 | 1,605 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $5,390,000 | 1,267 |
| Managed Assets ($) | $5,390,000 | 1,188 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |