Home > City National Bank > Fiduciary and Related Services
City National Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,405,000 | 35 |
| Number of Managed Accounts | $11,239,000 | 23 |
| Number of Non-Managed Accounts | $1,166,000 | 61 |
| Total fiduciary and related assets | $37,975,020,000 | 41 |
| Managed Assets ($) | $28,887,398,000 | 26 |
| Non-managed Assets ($) | $9,087,622,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,169,000 | 37 |
| 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 | $12,402,000 | 35 |
| Number of Managed Accounts | $11,216,000 | 24 |
| Number of Non-Managed Accounts | $1,186,000 | 58 |
| Total fiduciary and related assets | $36,983,336,000 | 41 |
| Managed Assets ($) | $27,789,237,000 | 27 |
| Non-managed Assets ($) | $9,194,099,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,068,000 | 37 |
| 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 | $12,291,000 | 36 |
| Number of Managed Accounts | $11,098,000 | 22 |
| Number of Non-Managed Accounts | $1,193,000 | 57 |
| Total fiduciary and related assets | $36,547,369,000 | 41 |
| Managed Assets ($) | $27,806,899,000 | 26 |
| Non-managed Assets ($) | $8,740,470,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,200,000 | 37 |
| 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 | $12,266,000 | 38 |
| Number of Managed Accounts | $11,083,000 | 25 |
| Number of Non-Managed Accounts | $1,183,000 | 59 |
| Total fiduciary and related assets | $36,802,539,000 | 44 |
| Managed Assets ($) | $28,438,630,000 | 26 |
| Non-managed Assets ($) | $8,363,909,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,946,000 | 40 |
| 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 | $12,068,000 | 39 |
| Number of Managed Accounts | $10,881,000 | 26 |
| Number of Non-Managed Accounts | $1,187,000 | 61 |
| Total fiduciary and related assets | $33,552,484,000 | 46 |
| Managed Assets ($) | $25,347,156,000 | 27 |
| Non-managed Assets ($) | $8,205,328,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $121,143,000 | 40 |
| 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 | $11,684,000 | 39 |
| Number of Managed Accounts | $10,523,000 | 26 |
| Number of Non-Managed Accounts | $1,161,000 | 56 |
| Total fiduciary and related assets | $31,289,857,000 | 46 |
| Managed Assets ($) | $23,364,927,000 | 28 |
| Non-managed Assets ($) | $7,924,930,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,762,000 | 39 |
| 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 | $11,677,000 | 35 |
| Number of Managed Accounts | $10,496,000 | 25 |
| Number of Non-Managed Accounts | $1,181,000 | 49 |
| Total fiduciary and related assets | $30,055,373,000 | 38 |
| Managed Assets ($) | $22,384,056,000 | 25 |
| Non-managed Assets ($) | $7,671,317,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,724,000 | 30 |
| 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 | $10,679,000 | 37 |
| Number of Managed Accounts | $9,507,000 | 27 |
| Number of Non-Managed Accounts | $1,172,000 | 49 |
| Total fiduciary and related assets | $31,533,781,000 | 39 |
| Managed Assets ($) | $23,555,289,000 | 26 |
| Non-managed Assets ($) | $7,978,492,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,768,000 | 31 |
| 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 | $10,505,000 | 37 |
| Number of Managed Accounts | $9,349,000 | 27 |
| Number of Non-Managed Accounts | $1,156,000 | 50 |
| Total fiduciary and related assets | $31,488,181,000 | 37 |
| Managed Assets ($) | $23,646,197,000 | 26 |
| Non-managed Assets ($) | $7,841,984,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $113,964,000 | 33 |
| 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 | $10,041,000 | 37 |
| Number of Managed Accounts | $8,911,000 | 28 |
| Number of Non-Managed Accounts | $1,130,000 | 50 |
| Total fiduciary and related assets | $32,383,333,000 | 36 |
| Managed Assets ($) | $22,499,823,000 | 26 |
| Non-managed Assets ($) | $9,883,510,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,258,000 | 33 |
| 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 | $9,763,000 | 38 |
| Number of Managed Accounts | $8,644,000 | 29 |
| Number of Non-Managed Accounts | $1,119,000 | 51 |
| Total fiduciary and related assets | $31,141,739,000 | 35 |
| Managed Assets ($) | $21,758,630,000 | 27 |
| Non-managed Assets ($) | $9,383,109,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,151,000 | 33 |
| 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 | $9,663,000 | 38 |
| Number of Managed Accounts | $8,564,000 | 29 |
| Number of Non-Managed Accounts | $1,099,000 | 53 |
| Total fiduciary and related assets | $30,058,610,000 | 35 |
| Managed Assets ($) | $20,916,445,000 | 26 |
| Non-managed Assets ($) | $9,142,165,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,172,000 | 33 |
| 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 | $9,465,000 | 39 |
| Number of Managed Accounts | $8,390,000 | 29 |
| Number of Non-Managed Accounts | $1,075,000 | 57 |
| Total fiduciary and related assets | $29,422,916,000 | 36 |
| Managed Assets ($) | $20,352,573,000 | 27 |
| Non-managed Assets ($) | $9,070,343,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $110,189,000 | 30 |
| 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 | $9,199,000 | 39 |
| Number of Managed Accounts | $8,144,000 | 29 |
| Number of Non-Managed Accounts | $1,055,000 | 54 |
| Total fiduciary and related assets | $28,436,048,000 | 35 |
| Managed Assets ($) | $19,868,368,000 | 27 |
| Non-managed Assets ($) | $8,567,680,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,401,000 | 30 |
| 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 | $9,152,000 | 40 |
| Number of Managed Accounts | $8,081,000 | 28 |
| Number of Non-Managed Accounts | $1,071,000 | 54 |
| Total fiduciary and related assets | $28,266,091,000 | 34 |
| Managed Assets ($) | $19,800,414,000 | 25 |
| Non-managed Assets ($) | $8,465,677,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,151,000 | 30 |
| 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 | $9,076,000 | 40 |
| Number of Managed Accounts | $8,036,000 | 28 |
| Number of Non-Managed Accounts | $1,040,000 | 55 |
| Total fiduciary and related assets | $27,488,356,000 | 35 |
| Managed Assets ($) | $19,094,309,000 | 26 |
| Non-managed Assets ($) | $8,394,047,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,551,000 | 30 |
| 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 | $8,870,000 | 41 |
| Number of Managed Accounts | $7,849,000 | 30 |
| Number of Non-Managed Accounts | $1,021,000 | 62 |
| Total fiduciary and related assets | $29,315,328,000 | 35 |
| Managed Assets ($) | $20,919,484,000 | 26 |
| Non-managed Assets ($) | $8,395,844,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,609,000 | 32 |
| 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 | $8,573,000 | 42 |
| Number of Managed Accounts | $7,528,000 | 32 |
| Number of Non-Managed Accounts | $1,045,000 | 61 |
| Total fiduciary and related assets | $27,650,871,000 | 37 |
| Managed Assets ($) | $19,566,732,000 | 27 |
| Non-managed Assets ($) | $8,084,139,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,984,000 | 35 |
| 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 | $8,597,000 | 43 |
| Number of Managed Accounts | $7,464,000 | 32 |
| Number of Non-Managed Accounts | $1,133,000 | 57 |
| Total fiduciary and related assets | $26,408,020,000 | 36 |
| Managed Assets ($) | $18,595,731,000 | 27 |
| Non-managed Assets ($) | $7,812,289,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,454,000 | 35 |
| 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 | $8,454,000 | 43 |
| Number of Managed Accounts | $7,336,000 | 32 |
| Number of Non-Managed Accounts | $1,118,000 | 58 |
| Total fiduciary and related assets | $26,408,611,000 | 36 |
| Managed Assets ($) | $18,840,393,000 | 27 |
| Non-managed Assets ($) | $7,568,218,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,564,000 | 35 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,370,000 | 48 |
| Number of Managed Accounts | $5,899,000 | 37 |
| Number of Non-Managed Accounts | $471,000 | 100 |
| Total fiduciary and related assets | $20,513,109,000 | 41 |
| Managed Assets ($) | $15,999,329,000 | 29 |
| Non-managed Assets ($) | $4,513,780,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,386,000 | 37 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,327,000 | 48 |
| Number of Managed Accounts | $5,855,000 | 38 |
| Number of Non-Managed Accounts | $472,000 | 91 |
| Total fiduciary and related assets | $21,232,074,000 | 41 |
| Managed Assets ($) | $16,393,361,000 | 30 |
| Non-managed Assets ($) | $4,838,713,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,317,000 | 37 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,194,000 | 47 |
| Number of Managed Accounts | $5,718,000 | 38 |
| Number of Non-Managed Accounts | $476,000 | 88 |
| Total fiduciary and related assets | $19,920,366,000 | 42 |
| Managed Assets ($) | $15,142,756,000 | 31 |
| Non-managed Assets ($) | $4,777,610,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,544,000 | 37 |
| 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 | $5,943,000 | 50 |
| Number of Managed Accounts | $5,537,000 | 39 |
| Number of Non-Managed Accounts | $406,000 | 101 |
| Total fiduciary and related assets | $19,527,832,000 | 42 |
| Managed Assets ($) | $14,965,267,000 | 31 |
| Non-managed Assets ($) | $4,562,565,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,218,000 | 38 |
| 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 | $5,771,000 | 53 |
| Number of Managed Accounts | $5,340,000 | 41 |
| Number of Non-Managed Accounts | $431,000 | 105 |
| Total fiduciary and related assets | $18,538,519,000 | 42 |
| Managed Assets ($) | $14,029,265,000 | 32 |
| Non-managed Assets ($) | $4,509,254,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,119,000 | 40 |
| 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 | $5,600,000 | 56 |
| Number of Managed Accounts | $5,161,000 | 42 |
| Number of Non-Managed Accounts | $439,000 | 93 |
| Total fiduciary and related assets | $17,931,686,000 | 42 |
| Managed Assets ($) | $13,422,850,000 | 32 |
| Non-managed Assets ($) | $4,508,836,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $54,495,000 | 40 |
| 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 | $5,449,000 | 55 |
| Number of Managed Accounts | $4,996,000 | 42 |
| Number of Non-Managed Accounts | $453,000 | 91 |
| Total fiduciary and related assets | $17,269,169,000 | 42 |
| Managed Assets ($) | $12,733,566,000 | 33 |
| Non-managed Assets ($) | $4,535,603,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,449,000 | 41 |
| 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 | $7,806,000 | 44 |
| Number of Managed Accounts | $4,846,000 | 43 |
| Number of Non-Managed Accounts | $2,960,000 | 33 |
| Total fiduciary and related assets | $23,154,564,000 | 38 |
| Managed Assets ($) | $12,115,637,000 | 33 |
| Non-managed Assets ($) | $11,038,927,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,408,000 | 41 |
| 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 | $7,686,000 | 45 |
| Number of Managed Accounts | $4,731,000 | 43 |
| Number of Non-Managed Accounts | $2,955,000 | 35 |
| Total fiduciary and related assets | $22,508,983,000 | 38 |
| Managed Assets ($) | $11,638,572,000 | 33 |
| Non-managed Assets ($) | $10,870,411,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,763,000 | 41 |
| 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 | $7,747,000 | 43 |
| Number of Managed Accounts | $4,687,000 | 44 |
| Number of Non-Managed Accounts | $3,060,000 | 33 |
| Total fiduciary and related assets | $22,382,081,000 | 37 |
| Managed Assets ($) | $11,509,999,000 | 33 |
| Non-managed Assets ($) | $10,872,082,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,045,000 | 41 |
| 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 | $7,514,000 | 43 |
| Number of Managed Accounts | $4,556,000 | 47 |
| Number of Non-Managed Accounts | $2,958,000 | 34 |
| Total fiduciary and related assets | $21,791,622,000 | 37 |
| Managed Assets ($) | $11,310,238,000 | 34 |
| Non-managed Assets ($) | $10,481,384,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,844,000 | 41 |
| 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 | $7,496,000 | 42 |
| Number of Managed Accounts | $4,558,000 | 47 |
| Number of Non-Managed Accounts | $2,938,000 | 35 |
| Total fiduciary and related assets | $21,515,912,000 | 37 |
| Managed Assets ($) | $10,977,295,000 | 34 |
| Non-managed Assets ($) | $10,538,617,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,313,000 | 41 |
| 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 | $7,367,000 | 42 |
| Number of Managed Accounts | $4,473,000 | 47 |
| Number of Non-Managed Accounts | $2,894,000 | 37 |
| Total fiduciary and related assets | $22,078,123,000 | 36 |
| Managed Assets ($) | $11,571,993,000 | 33 |
| Non-managed Assets ($) | $10,506,130,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,362,000 | 41 |
| 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 | $7,327,000 | 42 |
| Number of Managed Accounts | $4,415,000 | 45 |
| Number of Non-Managed Accounts | $2,912,000 | 35 |
| Total fiduciary and related assets | $21,547,811,000 | 36 |
| Managed Assets ($) | $11,221,312,000 | 33 |
| Non-managed Assets ($) | $10,326,499,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,129,000 | 40 |
| 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 | $7,297,000 | 43 |
| Number of Managed Accounts | $4,402,000 | 45 |
| Number of Non-Managed Accounts | $2,895,000 | 34 |
| Total fiduciary and related assets | $22,698,663,000 | 37 |
| Managed Assets ($) | $11,497,470,000 | 35 |
| Non-managed Assets ($) | $11,201,193,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,490,000 | 43 |
| 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 | $7,261,000 | 44 |
| Number of Managed Accounts | $4,356,000 | 45 |
| Number of Non-Managed Accounts | $2,905,000 | 36 |
| Total fiduciary and related assets | $22,664,075,000 | 37 |
| Managed Assets ($) | $11,845,791,000 | 34 |
| Non-managed Assets ($) | $10,818,284,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,880,000 | 41 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,062,000 | 42 |
| Number of Managed Accounts | $4,329,000 | 43 |
| Number of Non-Managed Accounts | $3,733,000 | 32 |
| Total fiduciary and related assets | $22,356,107,000 | 36 |
| Managed Assets ($) | $10,927,437,000 | 34 |
| Non-managed Assets ($) | $11,428,670,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,112,000 | 40 |
| 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 | $6,767,000 | 43 |
| Number of Managed Accounts | $4,260,000 | 43 |
| Number of Non-Managed Accounts | $2,507,000 | 38 |
| Total fiduciary and related assets | $27,717,828,000 | 32 |
| Managed Assets ($) | $10,957,187,000 | 34 |
| Non-managed Assets ($) | $16,760,641,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,305,000 | 39 |
| 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 | $6,738,000 | 42 |
| Number of Managed Accounts | $4,203,000 | 42 |
| Number of Non-Managed Accounts | $2,535,000 | 38 |
| Total fiduciary and related assets | $20,320,857,000 | 37 |
| Managed Assets ($) | $10,307,490,000 | 35 |
| Non-managed Assets ($) | $10,013,367,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,385,000 | 40 |
| 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 | $6,573,000 | 44 |
| Number of Managed Accounts | $3,987,000 | 47 |
| Number of Non-Managed Accounts | $2,586,000 | 40 |
| Total fiduciary and related assets | $19,265,397,000 | 38 |
| Managed Assets ($) | $9,994,700,000 | 36 |
| Non-managed Assets ($) | $9,270,697,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,777,000 | 41 |
| 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 | $6,491,000 | 44 |
| Number of Managed Accounts | $3,851,000 | 48 |
| Number of Non-Managed Accounts | $2,640,000 | 40 |
| Total fiduciary and related assets | $18,725,904,000 | 37 |
| Managed Assets ($) | $9,492,516,000 | 36 |
| Non-managed Assets ($) | $9,233,388,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,541,000 | 41 |
| 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 | $6,389,000 | 45 |
| Number of Managed Accounts | $3,759,000 | 48 |
| Number of Non-Managed Accounts | $2,630,000 | 40 |
| Total fiduciary and related assets | $17,561,566,000 | 38 |
| Managed Assets ($) | $8,797,519,000 | 36 |
| Non-managed Assets ($) | $8,764,047,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,106,000 | 39 |
| 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 | $6,367,000 | 45 |
| Number of Managed Accounts | $3,698,000 | 48 |
| Number of Non-Managed Accounts | $2,669,000 | 42 |
| Total fiduciary and related assets | $17,185,942,000 | 39 |
| Managed Assets ($) | $8,751,099,000 | 36 |
| Non-managed Assets ($) | $8,434,843,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,893,000 | 39 |
| 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 | $6,328,000 | 45 |
| Number of Managed Accounts | $3,624,000 | 46 |
| Number of Non-Managed Accounts | $2,704,000 | 41 |
| Total fiduciary and related assets | $17,612,417,000 | 38 |
| Managed Assets ($) | $8,723,148,000 | 36 |
| Non-managed Assets ($) | $8,889,269,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,174,000 | 39 |
| 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 | $6,266,000 | 47 |
| Number of Managed Accounts | $3,522,000 | 46 |
| Number of Non-Managed Accounts | $2,744,000 | 41 |
| Total fiduciary and related assets | $17,102,110,000 | 38 |
| Managed Assets ($) | $8,508,173,000 | 35 |
| Non-managed Assets ($) | $8,593,937,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,406,000 | 40 |
| 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 | $6,240,000 | 43 |
| Number of Managed Accounts | $3,496,000 | 46 |
| Number of Non-Managed Accounts | $2,744,000 | 36 |
| Total fiduciary and related assets | $16,742,552,000 | 37 |
| Managed Assets ($) | $8,300,355,000 | 36 |
| Non-managed Assets ($) | $8,442,197,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,758,000 | 40 |
| 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 | $6,201,000 | 45 |
| Number of Managed Accounts | $3,429,000 | 46 |
| Number of Non-Managed Accounts | $2,772,000 | 37 |
| Total fiduciary and related assets | $16,064,156,000 | 38 |
| Managed Assets ($) | $8,049,173,000 | 36 |
| Non-managed Assets ($) | $8,014,983,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,089,000 | 44 |
| 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 | $6,191,000 | 46 |
| Number of Managed Accounts | $3,376,000 | 49 |
| Number of Non-Managed Accounts | $2,815,000 | 37 |
| Total fiduciary and related assets | $15,684,682,000 | 38 |
| Managed Assets ($) | $8,236,640,000 | 35 |
| Non-managed Assets ($) | $7,448,042,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,337,000 | 44 |
| 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 | $6,154,000 | 46 |
| Number of Managed Accounts | $3,336,000 | 49 |
| Number of Non-Managed Accounts | $2,818,000 | 39 |
| Total fiduciary and related assets | $13,267,665,000 | 43 |
| Managed Assets ($) | $7,940,049,000 | 35 |
| Non-managed Assets ($) | $5,327,616,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,098,000 | 38 |
| 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 | $6,107,000 | 50 |
| Number of Managed Accounts | $3,252,000 | 53 |
| Number of Non-Managed Accounts | $2,855,000 | 38 |
| Total fiduciary and related assets | $12,503,988,000 | 45 |
| Managed Assets ($) | $7,440,064,000 | 40 |
| Non-managed Assets ($) | $5,063,924,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,803,000 | 39 |
| 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 | $6,045,000 | 50 |
| Number of Managed Accounts | $3,173,000 | 53 |
| Number of Non-Managed Accounts | $2,872,000 | 39 |
| Total fiduciary and related assets | $13,173,118,000 | 47 |
| Managed Assets ($) | $7,616,390,000 | 40 |
| Non-managed Assets ($) | $5,556,728,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,798,000 | 39 |
| 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 | $5,965,000 | 49 |
| Number of Managed Accounts | $3,048,000 | 55 |
| Number of Non-Managed Accounts | $2,917,000 | 40 |
| Total fiduciary and related assets | $13,429,612,000 | 45 |
| Managed Assets ($) | $7,895,300,000 | 39 |
| Non-managed Assets ($) | $5,534,312,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,748,000 | 39 |
| 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 | $5,932,000 | 51 |
| Number of Managed Accounts | $2,985,000 | 54 |
| Number of Non-Managed Accounts | $2,947,000 | 42 |
| Total fiduciary and related assets | $13,356,552,000 | 44 |
| Managed Assets ($) | $8,056,816,000 | 37 |
| Non-managed Assets ($) | $5,299,736,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,036,000 | 39 |
| 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 | $5,845,000 | 49 |
| Number of Managed Accounts | $2,871,000 | 55 |
| Number of Non-Managed Accounts | $2,974,000 | 40 |
| Total fiduciary and related assets | $12,860,942,000 | 45 |
| Managed Assets ($) | $7,892,567,000 | 35 |
| Non-managed Assets ($) | $4,968,375,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,473,000 | 39 |
| 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 | $5,887,000 | 49 |
| Number of Managed Accounts | $2,847,000 | 55 |
| Number of Non-Managed Accounts | $3,040,000 | 42 |
| Total fiduciary and related assets | $12,411,051,000 | 45 |
| Managed Assets ($) | $7,697,826,000 | 37 |
| Non-managed Assets ($) | $4,713,225,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,155,000 | 39 |
| 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 | $5,880,000 | 50 |
| Number of Managed Accounts | $2,829,000 | 54 |
| Number of Non-Managed Accounts | $3,051,000 | 42 |
| Total fiduciary and related assets | $13,097,336,000 | 45 |
| Managed Assets ($) | $8,146,909,000 | 37 |
| Non-managed Assets ($) | $4,950,427,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,490,000 | 38 |
| 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 | $5,884,000 | 54 |
| Number of Managed Accounts | $2,757,000 | 60 |
| Number of Non-Managed Accounts | $3,127,000 | 44 |
| Total fiduciary and related assets | $12,672,728,000 | 47 |
| Managed Assets ($) | $7,899,455,000 | 39 |
| Non-managed Assets ($) | $4,773,273,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,754,000 | 38 |
| 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 | $5,768,000 | 53 |
| Number of Managed Accounts | $2,779,000 | 60 |
| Number of Non-Managed Accounts | $2,989,000 | 43 |
| Total fiduciary and related assets | $13,038,298,000 | 49 |
| Managed Assets ($) | $8,381,490,000 | 42 |
| Non-managed Assets ($) | $4,656,808,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,445,000 | 40 |
| 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 | $5,783,000 | 54 |
| Number of Managed Accounts | $2,778,000 | 64 |
| Number of Non-Managed Accounts | $3,005,000 | 43 |
| Total fiduciary and related assets | $12,143,199,000 | 49 |
| Managed Assets ($) | $7,990,522,000 | 42 |
| Non-managed Assets ($) | $4,152,677,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,398,000 | 42 |
| 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 | $6,036,000 | 51 |
| Number of Managed Accounts | $2,744,000 | 63 |
| Number of Non-Managed Accounts | $3,292,000 | 40 |
| Total fiduciary and related assets | $11,673,286,000 | 47 |
| Managed Assets ($) | $7,462,908,000 | 44 |
| Non-managed Assets ($) | $4,210,378,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,341,000 | 42 |
| 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 | $6,079,000 | 53 |
| Number of Managed Accounts | $2,682,000 | 66 |
| Number of Non-Managed Accounts | $3,397,000 | 43 |
| Total fiduciary and related assets | $12,124,736,000 | 48 |
| Managed Assets ($) | $7,666,779,000 | 44 |
| Non-managed Assets ($) | $4,457,957,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,516,000 | 44 |
| 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 | $5,995,000 | 51 |
| Number of Managed Accounts | $2,620,000 | 68 |
| Number of Non-Managed Accounts | $3,375,000 | 40 |
| Total fiduciary and related assets | $12,387,480,000 | 50 |
| Managed Assets ($) | $7,262,347,000 | 45 |
| Non-managed Assets ($) | $5,125,133,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,075,000 | 45 |
| 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 | $5,912,000 | 53 |
| Number of Managed Accounts | $2,550,000 | 71 |
| Number of Non-Managed Accounts | $3,362,000 | 41 |
| Total fiduciary and related assets | $12,725,548,000 | 56 |
| Managed Assets ($) | $7,051,572,000 | 50 |
| Non-managed Assets ($) | $5,673,976,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,814,000 | 46 |
| 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 | $5,841,000 | 51 |
| Number of Managed Accounts | $2,461,000 | 73 |
| Number of Non-Managed Accounts | $3,380,000 | 39 |
| Total fiduciary and related assets | $13,313,923,000 | 52 |
| Managed Assets ($) | $7,605,255,000 | 47 |
| Non-managed Assets ($) | $5,708,668,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,807,000 | 45 |
| 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 | $5,656,000 | 56 |
| Number of Managed Accounts | $2,343,000 | 73 |
| Number of Non-Managed Accounts | $3,313,000 | 42 |
| Total fiduciary and related assets | $13,103,716,000 | 51 |
| Managed Assets ($) | $7,379,132,000 | 47 |
| Non-managed Assets ($) | $5,724,584,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,268,000 | 46 |
| 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 | $5,633,000 | 54 |
| Number of Managed Accounts | $2,290,000 | 72 |
| Number of Non-Managed Accounts | $3,343,000 | 38 |
| Total fiduciary and related assets | $12,855,744,000 | 51 |
| Managed Assets ($) | $7,063,994,000 | 49 |
| Non-managed Assets ($) | $5,791,750,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,370,000 | 47 |
| 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 | $5,601,000 | 54 |
| Number of Managed Accounts | $2,202,000 | 74 |
| Number of Non-Managed Accounts | $3,399,000 | 39 |
| Total fiduciary and related assets | $12,144,442,000 | 55 |
| Managed Assets ($) | $6,458,300,000 | 49 |
| Non-managed Assets ($) | $5,686,142,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,095,000 | 49 |
| 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 | $5,612,000 | 52 |
| Number of Managed Accounts | $2,154,000 | 75 |
| Number of Non-Managed Accounts | $3,458,000 | 40 |
| Total fiduciary and related assets | $11,224,946,000 | 58 |
| Managed Assets ($) | $5,996,903,000 | 50 |
| Non-managed Assets ($) | $5,228,043,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,452,000 | 49 |
| 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 | $5,666,000 | 54 |
| Number of Managed Accounts | $2,091,000 | 76 |
| Number of Non-Managed Accounts | $3,575,000 | 44 |
| Total fiduciary and related assets | $10,964,743,000 | 58 |
| Managed Assets ($) | $5,921,380,000 | 50 |
| Non-managed Assets ($) | $5,043,363,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,834,000 | 52 |
| 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 | $5,627,000 | 55 |
| Number of Managed Accounts | $2,104,000 | 82 |
| Number of Non-Managed Accounts | $3,523,000 | 42 |
| Total fiduciary and related assets | $10,657,488,000 | 60 |
| Managed Assets ($) | $5,933,276,000 | 53 |
| Non-managed Assets ($) | $4,724,212,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,917,000 | 55 |
| 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 | $5,675,000 | 55 |
| Number of Managed Accounts | $2,072,000 | 89 |
| Number of Non-Managed Accounts | $3,603,000 | 41 |
| Total fiduciary and related assets | $10,224,056,000 | 64 |
| Managed Assets ($) | $5,519,179,000 | 57 |
| Non-managed Assets ($) | $4,704,877,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,066,000 | 58 |
| 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 | $5,531,000 | 55 |
| Number of Managed Accounts | $2,016,000 | 91 |
| Number of Non-Managed Accounts | $3,515,000 | 41 |
| Total fiduciary and related assets | $10,091,567,000 | 63 |
| Managed Assets ($) | $5,467,346,000 | 58 |
| Non-managed Assets ($) | $4,624,221,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,764,000 | 56 |
| 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 | $5,461,000 | 62 |
| Number of Managed Accounts | $1,955,000 | 93 |
| Number of Non-Managed Accounts | $3,506,000 | 46 |
| Total fiduciary and related assets | $9,689,685,000 | 64 |
| Managed Assets ($) | $5,364,408,000 | 59 |
| Non-managed Assets ($) | $4,325,277,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,216,000 | 56 |
| 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 | $5,519,000 | 55 |
| Number of Managed Accounts | $1,968,000 | 88 |
| Number of Non-Managed Accounts | $3,551,000 | 42 |
| Total fiduciary and related assets | $9,458,047,000 | 63 |
| Managed Assets ($) | $4,995,106,000 | 62 |
| Non-managed Assets ($) | $4,462,941,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,708,000 | 56 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,641,000 | 53 |
| Number of Managed Accounts | $2,051,000 | 82 |
| Number of Non-Managed Accounts | $3,590,000 | 42 |
| Total fiduciary and related assets | $8,480,862,000 | 68 |
| Managed Assets ($) | $4,105,132,000 | 65 |
| Non-managed Assets ($) | $4,375,730,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,664,000 | 58 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,611,000 | 56 |
| Number of Managed Accounts | $2,020,000 | 86 |
| Number of Non-Managed Accounts | $3,591,000 | 44 |
| Total fiduciary and related assets | $8,145,514,000 | 71 |
| Managed Assets ($) | $3,870,817,000 | 69 |
| Non-managed Assets ($) | $4,274,697,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,688,000 | 58 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,672,000 | 64 |
| Number of Managed Accounts | $2,046,000 | 88 |
| Number of Non-Managed Accounts | $3,626,000 | 48 |
| Total fiduciary and related assets | $8,102,308,000 | 72 |
| Managed Assets ($) | $3,814,632,000 | 70 |
| Non-managed Assets ($) | $4,287,676,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,830,000 | 63 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,681,000 | 57 |
| Number of Managed Accounts | $2,035,000 | 86 |
| Number of Non-Managed Accounts | $3,646,000 | 43 |
| Total fiduciary and related assets | $7,652,563,000 | 70 |
| Managed Assets ($) | $3,620,678,000 | 69 |
| Non-managed Assets ($) | $4,031,885,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,137,000 | 63 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,696,000 | 58 |
| Number of Managed Accounts | $2,004,000 | 88 |
| Number of Non-Managed Accounts | $3,692,000 | 43 |
| Total fiduciary and related assets | $7,140,534,000 | 72 |
| Managed Assets ($) | $3,215,803,000 | 72 |
| Non-managed Assets ($) | $3,924,731,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,055,000 | 65 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,639,000 | 60 |
| Number of Managed Accounts | $1,979,000 | 89 |
| Number of Non-Managed Accounts | $3,660,000 | 43 |
| Total fiduciary and related assets | $6,789,474,000 | 74 |
| Managed Assets ($) | $3,190,810,000 | 75 |
| Non-managed Assets ($) | $3,598,664,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,227,000 | 65 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,436,000 | 69 |
| Number of Managed Accounts | $1,916,000 | 98 |
| Number of Non-Managed Accounts | $3,520,000 | 46 |
| Total fiduciary and related assets | $6,218,124,000 | 79 |
| Managed Assets ($) | $2,885,148,000 | 78 |
| Non-managed Assets ($) | $3,332,976,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,195,000 | 70 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,530,000 | 64 |
| Number of Managed Accounts | $1,894,000 | 97 |
| Number of Non-Managed Accounts | $3,636,000 | 45 |
| Total fiduciary and related assets | $5,738,717,000 | 81 |
| Managed Assets ($) | $2,631,850,000 | 81 |
| Non-managed Assets ($) | $3,106,867,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,393,000 | 73 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,470,000 | 68 |
| Number of Managed Accounts | $1,876,000 | 95 |
| Number of Non-Managed Accounts | $3,594,000 | 49 |
| Total fiduciary and related assets | $5,510,561,000 | 82 |
| Managed Assets ($) | $2,501,459,000 | 84 |
| Non-managed Assets ($) | $3,009,102,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,927,000 | 72 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,499,000 | 70 |
| Number of Managed Accounts | $1,917,000 | 102 |
| Number of Non-Managed Accounts | $3,582,000 | 47 |
| Total fiduciary and related assets | $5,076,347,000 | 87 |
| Managed Assets ($) | $2,294,417,000 | 87 |
| Non-managed Assets ($) | $2,781,930,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,093,000 | 72 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,586,000 | 73 |
| Number of Managed Accounts | $2,008,000 | 102 |
| Number of Non-Managed Accounts | $3,578,000 | 48 |
| Total fiduciary and related assets | $5,147,135,000 | 82 |
| Managed Assets ($) | $2,327,283,000 | 88 |
| Non-managed Assets ($) | $2,819,852,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,886,000 | 73 |
| 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 | $6,120,000 | 60 |
| Number of Managed Accounts | $2,141,000 | 90 |
| Number of Non-Managed Accounts | $3,979,000 | 42 |
| Total fiduciary and related assets | $5,792,695,000 | 78 |
| Managed Assets ($) | $2,390,439,000 | 85 |
| Non-managed Assets ($) | $3,402,256,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,630,000 | 75 |
| 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 | $21,260,000 | 78 |
| 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 | $18,071,000 | 97 |
| 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 | $9,376,000 | 142 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $8,303,000 | 152 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $7,176,000 | 179 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $6,495,000 | 206 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $6,822,000 | 191 |
| 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 | $7,461,000 | 180 |
| 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 | $7,536,000 | 173 |