Home > First Hawaiian Bank > Fiduciary and Related Services
First Hawaiian 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 | $2,865,000 | 106 |
| Number of Managed Accounts | $2,327,000 | 96 |
| Number of Non-Managed Accounts | $538,000 | 83 |
| Total fiduciary and related assets | $11,929,183,000 | 68 |
| Managed Assets ($) | $6,132,562,000 | 65 |
| Non-managed Assets ($) | $5,796,621,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,399,000 | 77 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,884,000 | 102 |
| Number of Managed Accounts | $2,334,000 | 93 |
| Number of Non-Managed Accounts | $550,000 | 78 |
| Total fiduciary and related assets | $11,314,934,000 | 67 |
| Managed Assets ($) | $5,813,350,000 | 68 |
| Non-managed Assets ($) | $5,501,584,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,764,000 | 80 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,859,000 | 102 |
| Number of Managed Accounts | $2,324,000 | 92 |
| Number of Non-Managed Accounts | $535,000 | 83 |
| Total fiduciary and related assets | $11,564,818,000 | 67 |
| Managed Assets ($) | $6,023,783,000 | 64 |
| Non-managed Assets ($) | $5,541,035,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,044,000 | 77 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,867,000 | 108 |
| Number of Managed Accounts | $2,328,000 | 99 |
| Number of Non-Managed Accounts | $539,000 | 83 |
| Total fiduciary and related assets | $11,255,651,000 | 73 |
| Managed Assets ($) | $5,864,709,000 | 70 |
| Non-managed Assets ($) | $5,390,942,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,622,000 | 80 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,852,000 | 110 |
| Number of Managed Accounts | $2,330,000 | 99 |
| Number of Non-Managed Accounts | $522,000 | 90 |
| Total fiduciary and related assets | $10,701,909,000 | 75 |
| Managed Assets ($) | $5,572,855,000 | 69 |
| Non-managed Assets ($) | $5,129,054,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,231,000 | 82 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,817,000 | 107 |
| Number of Managed Accounts | $2,300,000 | 101 |
| Number of Non-Managed Accounts | $517,000 | 84 |
| Total fiduciary and related assets | $10,155,214,000 | 75 |
| Managed Assets ($) | $5,236,277,000 | 70 |
| Non-managed Assets ($) | $4,918,937,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,324,000 | 82 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,803,000 | 95 |
| Number of Managed Accounts | $2,280,000 | 95 |
| Number of Non-Managed Accounts | $523,000 | 74 |
| Total fiduciary and related assets | $10,091,474,000 | 62 |
| Managed Assets ($) | $4,998,038,000 | 63 |
| Non-managed Assets ($) | $5,093,436,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,564,000 | 70 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,753,000 | 98 |
| Number of Managed Accounts | $2,235,000 | 97 |
| Number of Non-Managed Accounts | $518,000 | 72 |
| Total fiduciary and related assets | $11,164,039,000 | 62 |
| Managed Assets ($) | $5,375,563,000 | 62 |
| Non-managed Assets ($) | $5,788,476,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,844,000 | 67 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,748,000 | 99 |
| Number of Managed Accounts | $2,224,000 | 96 |
| Number of Non-Managed Accounts | $524,000 | 77 |
| Total fiduciary and related assets | $11,630,342,000 | 60 |
| Managed Assets ($) | $5,524,416,000 | 61 |
| Non-managed Assets ($) | $6,105,926,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,552,000 | 70 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,703,000 | 98 |
| Number of Managed Accounts | $2,225,000 | 96 |
| Number of Non-Managed Accounts | $478,000 | 78 |
| Total fiduciary and related assets | $10,333,224,000 | 60 |
| Managed Assets ($) | $5,331,504,000 | 61 |
| Non-managed Assets ($) | $5,001,720,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,714,000 | 70 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,698,000 | 100 |
| Number of Managed Accounts | $2,210,000 | 98 |
| Number of Non-Managed Accounts | $488,000 | 80 |
| Total fiduciary and related assets | $10,239,027,000 | 60 |
| Managed Assets ($) | $5,236,838,000 | 60 |
| Non-managed Assets ($) | $5,002,189,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,112,000 | 67 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,677,000 | 100 |
| Number of Managed Accounts | $2,190,000 | 100 |
| Number of Non-Managed Accounts | $487,000 | 82 |
| Total fiduciary and related assets | $9,939,849,000 | 59 |
| Managed Assets ($) | $5,072,090,000 | 60 |
| Non-managed Assets ($) | $4,867,759,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,452,000 | 68 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,663,000 | 101 |
| Number of Managed Accounts | $2,173,000 | 101 |
| Number of Non-Managed Accounts | $490,000 | 89 |
| Total fiduciary and related assets | $9,742,990,000 | 61 |
| Managed Assets ($) | $4,993,413,000 | 60 |
| Non-managed Assets ($) | $4,749,577,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,443,000 | 63 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,674,000 | 97 |
| Number of Managed Accounts | $2,173,000 | 100 |
| Number of Non-Managed Accounts | $501,000 | 79 |
| Total fiduciary and related assets | $9,392,669,000 | 58 |
| Managed Assets ($) | $4,876,998,000 | 56 |
| Non-managed Assets ($) | $4,515,671,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,748,000 | 63 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,643,000 | 99 |
| Number of Managed Accounts | $2,167,000 | 103 |
| Number of Non-Managed Accounts | $476,000 | 86 |
| Total fiduciary and related assets | $8,921,364,000 | 60 |
| Managed Assets ($) | $4,598,960,000 | 57 |
| Non-managed Assets ($) | $4,322,404,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,145,000 | 62 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,604,000 | 100 |
| Number of Managed Accounts | $2,117,000 | 103 |
| Number of Non-Managed Accounts | $487,000 | 81 |
| Total fiduciary and related assets | $8,311,683,000 | 59 |
| Managed Assets ($) | $4,332,531,000 | 56 |
| Non-managed Assets ($) | $3,979,152,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,545,000 | 61 |
| 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 | $2,623,000 | 104 |
| Number of Managed Accounts | $2,121,000 | 105 |
| Number of Non-Managed Accounts | $502,000 | 91 |
| Total fiduciary and related assets | $9,019,120,000 | 61 |
| Managed Assets ($) | $4,554,516,000 | 58 |
| Non-managed Assets ($) | $4,464,604,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,813,000 | 63 |
| 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 | $2,593,000 | 102 |
| Number of Managed Accounts | $2,102,000 | 103 |
| Number of Non-Managed Accounts | $491,000 | 85 |
| Total fiduciary and related assets | $8,744,801,000 | 61 |
| Managed Assets ($) | $4,446,430,000 | 59 |
| Non-managed Assets ($) | $4,298,371,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,073,000 | 64 |
| 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 | $2,582,000 | 102 |
| Number of Managed Accounts | $2,094,000 | 103 |
| Number of Non-Managed Accounts | $488,000 | 89 |
| Total fiduciary and related assets | $8,545,072,000 | 60 |
| Managed Assets ($) | $4,307,140,000 | 59 |
| Non-managed Assets ($) | $4,237,932,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,445,000 | 64 |
| 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 | $2,579,000 | 102 |
| Number of Managed Accounts | $2,092,000 | 106 |
| Number of Non-Managed Accounts | $487,000 | 88 |
| Total fiduciary and related assets | $8,423,458,000 | 59 |
| Managed Assets ($) | $4,259,908,000 | 57 |
| Non-managed Assets ($) | $4,163,550,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,570,000 | 64 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,601,000 | 102 |
| Number of Managed Accounts | $2,104,000 | 100 |
| Number of Non-Managed Accounts | $497,000 | 97 |
| Total fiduciary and related assets | $8,188,260,000 | 59 |
| Managed Assets ($) | $4,233,611,000 | 57 |
| Non-managed Assets ($) | $3,954,649,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,029,000 | 64 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,597,000 | 98 |
| Number of Managed Accounts | $2,104,000 | 97 |
| Number of Non-Managed Accounts | $493,000 | 88 |
| Total fiduciary and related assets | $8,553,645,000 | 59 |
| Managed Assets ($) | $4,374,784,000 | 56 |
| Non-managed Assets ($) | $4,178,861,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,188,000 | 64 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,567,000 | 98 |
| Number of Managed Accounts | $2,104,000 | 94 |
| Number of Non-Managed Accounts | $463,000 | 91 |
| Total fiduciary and related assets | $8,305,961,000 | 59 |
| Managed Assets ($) | $4,255,773,000 | 55 |
| Non-managed Assets ($) | $4,050,188,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,769,000 | 64 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,587,000 | 100 |
| Number of Managed Accounts | $2,117,000 | 97 |
| Number of Non-Managed Accounts | $470,000 | 90 |
| Total fiduciary and related assets | $8,285,312,000 | 60 |
| Managed Assets ($) | $4,280,060,000 | 56 |
| Non-managed Assets ($) | $4,005,252,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,136,000 | 64 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,669,000 | 99 |
| Number of Managed Accounts | $2,129,000 | 98 |
| Number of Non-Managed Accounts | $540,000 | 96 |
| Total fiduciary and related assets | $8,388,553,000 | 59 |
| Managed Assets ($) | $4,325,624,000 | 56 |
| Non-managed Assets ($) | $4,062,929,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,174,000 | 63 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,632,000 | 97 |
| Number of Managed Accounts | $2,158,000 | 95 |
| Number of Non-Managed Accounts | $474,000 | 87 |
| Total fiduciary and related assets | $8,288,142,000 | 60 |
| Managed Assets ($) | $4,308,693,000 | 56 |
| Non-managed Assets ($) | $3,979,449,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,296,000 | 62 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,651,000 | 91 |
| Number of Managed Accounts | $2,163,000 | 91 |
| Number of Non-Managed Accounts | $488,000 | 86 |
| Total fiduciary and related assets | $8,046,182,000 | 59 |
| Managed Assets ($) | $4,196,808,000 | 56 |
| Non-managed Assets ($) | $3,849,374,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,716,000 | 62 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,645,000 | 89 |
| Number of Managed Accounts | $2,164,000 | 88 |
| Number of Non-Managed Accounts | $481,000 | 87 |
| Total fiduciary and related assets | $7,911,178,000 | 59 |
| Managed Assets ($) | $4,186,128,000 | 56 |
| Non-managed Assets ($) | $3,725,050,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,249,000 | 62 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,634,000 | 91 |
| Number of Managed Accounts | $2,134,000 | 91 |
| Number of Non-Managed Accounts | $500,000 | 95 |
| Total fiduciary and related assets | $7,890,904,000 | 59 |
| Managed Assets ($) | $4,091,275,000 | 56 |
| Non-managed Assets ($) | $3,799,629,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,833,000 | 62 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,640,000 | 89 |
| Number of Managed Accounts | $2,131,000 | 90 |
| Number of Non-Managed Accounts | $509,000 | 86 |
| Total fiduciary and related assets | $7,921,396,000 | 59 |
| Managed Assets ($) | $4,109,462,000 | 55 |
| Non-managed Assets ($) | $3,811,934,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,739,000 | 62 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,637,000 | 91 |
| Number of Managed Accounts | $2,115,000 | 91 |
| Number of Non-Managed Accounts | $522,000 | 85 |
| Total fiduciary and related assets | $7,734,599,000 | 59 |
| Managed Assets ($) | $4,046,907,000 | 56 |
| Non-managed Assets ($) | $3,687,692,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,363,000 | 63 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,676,000 | 93 |
| Number of Managed Accounts | $2,156,000 | 87 |
| Number of Non-Managed Accounts | $520,000 | 87 |
| Total fiduciary and related assets | $7,583,171,000 | 60 |
| Managed Assets ($) | $3,964,129,000 | 55 |
| Non-managed Assets ($) | $3,619,042,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,220,000 | 63 |
| 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 | $2,663,000 | 92 |
| Number of Managed Accounts | $2,140,000 | 84 |
| Number of Non-Managed Accounts | $523,000 | 94 |
| Total fiduciary and related assets | $7,445,704,000 | 60 |
| Managed Assets ($) | $3,873,741,000 | 56 |
| Non-managed Assets ($) | $3,571,963,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,788,000 | 65 |
| 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 | $2,660,000 | 92 |
| Number of Managed Accounts | $2,135,000 | 84 |
| Number of Non-Managed Accounts | $525,000 | 88 |
| Total fiduciary and related assets | $7,353,955,000 | 59 |
| Managed Assets ($) | $3,834,769,000 | 55 |
| Non-managed Assets ($) | $3,519,186,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,935,000 | 65 |
| 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 | $2,639,000 | 93 |
| Number of Managed Accounts | $2,104,000 | 85 |
| Number of Non-Managed Accounts | $535,000 | 88 |
| Total fiduciary and related assets | $7,804,069,000 | 60 |
| Managed Assets ($) | $3,923,828,000 | 58 |
| Non-managed Assets ($) | $3,880,241,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,776,000 | 66 |
| 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 | $2,658,000 | 91 |
| Number of Managed Accounts | $2,109,000 | 83 |
| Number of Non-Managed Accounts | $549,000 | 89 |
| Total fiduciary and related assets | $7,729,269,000 | 62 |
| Managed Assets ($) | $3,785,643,000 | 58 |
| Non-managed Assets ($) | $3,943,626,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,505,000 | 65 |
| 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 | $2,626,000 | 93 |
| Number of Managed Accounts | $2,085,000 | 86 |
| Number of Non-Managed Accounts | $541,000 | 98 |
| Total fiduciary and related assets | $7,592,701,000 | 62 |
| Managed Assets ($) | $3,730,834,000 | 59 |
| Non-managed Assets ($) | $3,861,867,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,841,000 | 66 |
| 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 | $2,631,000 | 89 |
| Number of Managed Accounts | $2,084,000 | 86 |
| Number of Non-Managed Accounts | $547,000 | 89 |
| Total fiduciary and related assets | $7,401,500,000 | 61 |
| Managed Assets ($) | $3,667,470,000 | 59 |
| Non-managed Assets ($) | $3,734,030,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,299,000 | 65 |
| 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 | $2,598,000 | 89 |
| Number of Managed Accounts | $2,060,000 | 86 |
| Number of Non-Managed Accounts | $538,000 | 88 |
| Total fiduciary and related assets | $7,373,985,000 | 60 |
| Managed Assets ($) | $3,675,255,000 | 58 |
| Non-managed Assets ($) | $3,698,730,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,517,000 | 66 |
| 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 | $2,584,000 | 91 |
| Number of Managed Accounts | $2,057,000 | 87 |
| Number of Non-Managed Accounts | $527,000 | 93 |
| Total fiduciary and related assets | $7,130,118,000 | 61 |
| Managed Assets ($) | $3,586,803,000 | 59 |
| Non-managed Assets ($) | $3,543,315,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,880,000 | 66 |
| 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 | $2,580,000 | 93 |
| Number of Managed Accounts | $2,024,000 | 87 |
| Number of Non-Managed Accounts | $556,000 | 101 |
| Total fiduciary and related assets | $6,951,682,000 | 60 |
| Managed Assets ($) | $3,518,844,000 | 57 |
| Non-managed Assets ($) | $3,432,838,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,928,000 | 66 |
| 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 | $2,687,000 | 91 |
| Number of Managed Accounts | $2,064,000 | 84 |
| Number of Non-Managed Accounts | $623,000 | 83 |
| Total fiduciary and related assets | $6,978,810,000 | 60 |
| Managed Assets ($) | $3,429,469,000 | 59 |
| Non-managed Assets ($) | $3,549,341,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,501,000 | 66 |
| 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 | $2,625,000 | 91 |
| Number of Managed Accounts | $2,062,000 | 81 |
| Number of Non-Managed Accounts | $563,000 | 88 |
| Total fiduciary and related assets | $6,801,873,000 | 59 |
| Managed Assets ($) | $3,348,091,000 | 58 |
| Non-managed Assets ($) | $3,453,782,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,176,000 | 66 |
| 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 | $2,614,000 | 93 |
| Number of Managed Accounts | $2,054,000 | 79 |
| Number of Non-Managed Accounts | $560,000 | 90 |
| Total fiduciary and related assets | $6,775,253,000 | 60 |
| Managed Assets ($) | $3,320,251,000 | 59 |
| Non-managed Assets ($) | $3,455,002,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,739,000 | 65 |
| 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 | $2,566,000 | 92 |
| Number of Managed Accounts | $1,996,000 | 80 |
| Number of Non-Managed Accounts | $570,000 | 98 |
| Total fiduciary and related assets | $6,125,357,000 | 62 |
| Managed Assets ($) | $2,782,973,000 | 65 |
| Non-managed Assets ($) | $3,342,384,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,909,000 | 63 |
| 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 | $2,884,000 | 81 |
| Number of Managed Accounts | $2,309,000 | 73 |
| Number of Non-Managed Accounts | $575,000 | 84 |
| Total fiduciary and related assets | $6,210,251,000 | 60 |
| Managed Assets ($) | $2,817,184,000 | 64 |
| Non-managed Assets ($) | $3,393,067,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,540,000 | 63 |
| 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 | $2,791,000 | 81 |
| Number of Managed Accounts | $2,096,000 | 78 |
| Number of Non-Managed Accounts | $695,000 | 80 |
| Total fiduciary and related assets | $5,894,710,000 | 62 |
| Managed Assets ($) | $2,686,782,000 | 64 |
| Non-managed Assets ($) | $3,207,928,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,462,000 | 63 |
| 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 | $2,830,000 | 81 |
| Number of Managed Accounts | $2,171,000 | 75 |
| Number of Non-Managed Accounts | $659,000 | 81 |
| Total fiduciary and related assets | $6,000,354,000 | 62 |
| Managed Assets ($) | $2,724,877,000 | 63 |
| Non-managed Assets ($) | $3,275,477,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,992,000 | 63 |
| 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 | $2,894,000 | 83 |
| Number of Managed Accounts | $2,217,000 | 72 |
| Number of Non-Managed Accounts | $677,000 | 91 |
| Total fiduciary and related assets | $5,680,354,000 | 61 |
| Managed Assets ($) | $2,589,064,000 | 64 |
| Non-managed Assets ($) | $3,091,290,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,074,000 | 56 |
| 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 | $2,906,000 | 82 |
| Number of Managed Accounts | $2,233,000 | 72 |
| Number of Non-Managed Accounts | $673,000 | 79 |
| Total fiduciary and related assets | $5,572,179,000 | 63 |
| Managed Assets ($) | $2,532,238,000 | 65 |
| Non-managed Assets ($) | $3,039,941,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,828,000 | 57 |
| 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 | $2,941,000 | 83 |
| Number of Managed Accounts | $2,254,000 | 73 |
| Number of Non-Managed Accounts | $687,000 | 83 |
| Total fiduciary and related assets | $5,989,467,000 | 63 |
| Managed Assets ($) | $2,715,003,000 | 64 |
| Non-managed Assets ($) | $3,274,464,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,163,000 | 56 |
| 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 | $2,982,000 | 83 |
| Number of Managed Accounts | $2,342,000 | 69 |
| Number of Non-Managed Accounts | $640,000 | 84 |
| Total fiduciary and related assets | $5,838,183,000 | 64 |
| Managed Assets ($) | $2,676,510,000 | 62 |
| Non-managed Assets ($) | $3,161,673,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,150,000 | 52 |
| 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 | $2,988,000 | 85 |
| Number of Managed Accounts | $2,334,000 | 70 |
| Number of Non-Managed Accounts | $654,000 | 97 |
| Total fiduciary and related assets | $5,709,569,000 | 65 |
| Managed Assets ($) | $2,641,085,000 | 65 |
| Non-managed Assets ($) | $3,068,484,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,650,000 | 59 |
| 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 | $2,996,000 | 81 |
| Number of Managed Accounts | $2,344,000 | 67 |
| Number of Non-Managed Accounts | $652,000 | 87 |
| Total fiduciary and related assets | $5,561,942,000 | 65 |
| Managed Assets ($) | $2,602,175,000 | 65 |
| Non-managed Assets ($) | $2,959,767,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,489,000 | 58 |
| 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 | $3,053,000 | 81 |
| Number of Managed Accounts | $2,394,000 | 67 |
| Number of Non-Managed Accounts | $659,000 | 87 |
| Total fiduciary and related assets | $5,313,499,000 | 65 |
| Managed Assets ($) | $2,506,983,000 | 65 |
| Non-managed Assets ($) | $2,806,516,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,267,000 | 55 |
| 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 | $3,010,000 | 81 |
| Number of Managed Accounts | $2,389,000 | 66 |
| Number of Non-Managed Accounts | $621,000 | 92 |
| Total fiduciary and related assets | $5,067,758,000 | 67 |
| Managed Assets ($) | $2,540,642,000 | 63 |
| Non-managed Assets ($) | $2,527,116,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,865,000 | 49 |
| 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 | $2,983,000 | 88 |
| Number of Managed Accounts | $2,381,000 | 71 |
| Number of Non-Managed Accounts | $602,000 | 112 |
| Total fiduciary and related assets | $4,637,302,000 | 69 |
| Managed Assets ($) | $2,333,291,000 | 69 |
| Non-managed Assets ($) | $2,304,011,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,396,000 | 56 |
| 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 | $2,840,000 | 89 |
| Number of Managed Accounts | $2,403,000 | 70 |
| Number of Non-Managed Accounts | $437,000 | 115 |
| Total fiduciary and related assets | $3,094,052,000 | 84 |
| Managed Assets ($) | $2,110,578,000 | 74 |
| Non-managed Assets ($) | $983,474,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,461,000 | 56 |
| 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 | $2,885,000 | 90 |
| Number of Managed Accounts | $2,460,000 | 71 |
| Number of Non-Managed Accounts | $425,000 | 118 |
| Total fiduciary and related assets | $2,889,862,000 | 84 |
| Managed Assets ($) | $2,032,428,000 | 73 |
| Non-managed Assets ($) | $857,434,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,463,000 | 56 |
| 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 | $2,954,000 | 86 |
| Number of Managed Accounts | $2,530,000 | 69 |
| Number of Non-Managed Accounts | $424,000 | 118 |
| Total fiduciary and related assets | $2,767,885,000 | 85 |
| Managed Assets ($) | $1,991,800,000 | 72 |
| Non-managed Assets ($) | $776,085,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,585,000 | 52 |
| 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 | $3,055,000 | 92 |
| Number of Managed Accounts | $2,593,000 | 69 |
| Number of Non-Managed Accounts | $462,000 | 143 |
| Total fiduciary and related assets | $2,946,515,000 | 87 |
| Managed Assets ($) | $2,131,350,000 | 75 |
| Non-managed Assets ($) | $815,165,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,813,000 | 56 |
| 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 | $3,053,000 | 88 |
| Number of Managed Accounts | $2,609,000 | 69 |
| Number of Non-Managed Accounts | $444,000 | 120 |
| Total fiduciary and related assets | $4,356,751,000 | 76 |
| Managed Assets ($) | $2,313,881,000 | 72 |
| Non-managed Assets ($) | $2,042,870,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,613,000 | 58 |
| 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 | $3,091,000 | 89 |
| Number of Managed Accounts | $2,631,000 | 69 |
| Number of Non-Managed Accounts | $460,000 | 123 |
| Total fiduciary and related assets | $4,715,024,000 | 77 |
| Managed Assets ($) | $2,457,376,000 | 76 |
| Non-managed Assets ($) | $2,257,648,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,371,000 | 60 |
| 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 | $3,067,000 | 89 |
| Number of Managed Accounts | $2,601,000 | 71 |
| Number of Non-Managed Accounts | $466,000 | 119 |
| Total fiduciary and related assets | $4,774,407,000 | 77 |
| Managed Assets ($) | $2,481,704,000 | 75 |
| Non-managed Assets ($) | $2,292,703,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,505,000 | 59 |
| 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 | $3,025,000 | 91 |
| Number of Managed Accounts | $2,554,000 | 69 |
| Number of Non-Managed Accounts | $471,000 | 140 |
| Total fiduciary and related assets | $5,102,055,000 | 75 |
| Managed Assets ($) | $2,670,840,000 | 71 |
| Non-managed Assets ($) | $2,431,215,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,143,000 | 61 |
| 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 | $3,064,000 | 83 |
| Number of Managed Accounts | $2,553,000 | 67 |
| Number of Non-Managed Accounts | $511,000 | 106 |
| Total fiduciary and related assets | $4,980,041,000 | 78 |
| Managed Assets ($) | $2,531,166,000 | 72 |
| Non-managed Assets ($) | $2,448,875,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,905,000 | 60 |
| 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 | $3,034,000 | 84 |
| Number of Managed Accounts | $2,503,000 | 67 |
| Number of Non-Managed Accounts | $531,000 | 105 |
| Total fiduciary and related assets | $4,880,244,000 | 81 |
| Managed Assets ($) | $2,467,899,000 | 72 |
| Non-managed Assets ($) | $2,412,345,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,031,000 | 62 |
| 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 | $3,130,000 | 82 |
| Number of Managed Accounts | $2,558,000 | 64 |
| Number of Non-Managed Accounts | $572,000 | 96 |
| Total fiduciary and related assets | $4,917,101,000 | 77 |
| Managed Assets ($) | $2,572,058,000 | 70 |
| Non-managed Assets ($) | $2,345,043,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,291,000 | 60 |
| 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 | $3,097,000 | 85 |
| Number of Managed Accounts | $2,525,000 | 64 |
| Number of Non-Managed Accounts | $572,000 | 117 |
| Total fiduciary and related assets | $4,695,593,000 | 78 |
| Managed Assets ($) | $2,558,747,000 | 70 |
| Non-managed Assets ($) | $2,136,846,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,408,000 | 63 |
| 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 | $3,104,000 | 89 |
| Number of Managed Accounts | $2,522,000 | 69 |
| Number of Non-Managed Accounts | $582,000 | 101 |
| Total fiduciary and related assets | $4,621,864,000 | 82 |
| Managed Assets ($) | $2,540,272,000 | 74 |
| Non-managed Assets ($) | $2,081,592,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,831,000 | 68 |
| 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 | $3,088,000 | 92 |
| Number of Managed Accounts | $2,575,000 | 70 |
| Number of Non-Managed Accounts | $513,000 | 109 |
| Total fiduciary and related assets | $4,418,197,000 | 88 |
| Managed Assets ($) | $2,497,471,000 | 78 |
| Non-managed Assets ($) | $1,920,726,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,367,000 | 69 |
| 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 | $3,149,000 | 92 |
| Number of Managed Accounts | $2,071,000 | 85 |
| Number of Non-Managed Accounts | $1,078,000 | 70 |
| Total fiduciary and related assets | $4,432,838,000 | 85 |
| Managed Assets ($) | $2,413,758,000 | 79 |
| Non-managed Assets ($) | $2,019,080,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,575,000 | 62 |
| 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 | $3,190,000 | 98 |
| Number of Managed Accounts | $2,091,000 | 86 |
| Number of Non-Managed Accounts | $1,099,000 | 76 |
| Total fiduciary and related assets | $4,380,512,000 | 87 |
| Managed Assets ($) | $2,419,221,000 | 80 |
| Non-managed Assets ($) | $1,961,291,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,524,000 | 68 |
| 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 | $2,770,000 | 96 |
| Number of Managed Accounts | $1,652,000 | 102 |
| Number of Non-Managed Accounts | $1,118,000 | 65 |
| Total fiduciary and related assets | $4,373,744,000 | 87 |
| Managed Assets ($) | $2,379,956,000 | 79 |
| Non-managed Assets ($) | $1,993,788,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,946,000 | 68 |
| 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 | $2,900,000 | 94 |
| Number of Managed Accounts | $1,702,000 | 100 |
| Number of Non-Managed Accounts | $1,198,000 | 64 |
| Total fiduciary and related assets | $4,379,688,000 | 86 |
| Managed Assets ($) | $2,424,969,000 | 77 |
| Non-managed Assets ($) | $1,954,719,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,254,000 | 68 |
| 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 | $3,083,000 | 94 |
| Number of Managed Accounts | $1,716,000 | 100 |
| Number of Non-Managed Accounts | $1,367,000 | 62 |
| Total fiduciary and related assets | $4,386,857,000 | 89 |
| Managed Assets ($) | $2,444,582,000 | 80 |
| Non-managed Assets ($) | $1,942,275,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,292,000 | 67 |
| 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 | $3,099,000 | 100 |
| Number of Managed Accounts | $1,701,000 | 105 |
| Number of Non-Managed Accounts | $1,398,000 | 73 |
| Total fiduciary and related assets | $4,432,272,000 | 89 |
| Managed Assets ($) | $2,481,456,000 | 82 |
| Non-managed Assets ($) | $1,950,816,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,003,000 | 71 |
| 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 | $3,116,000 | 94 |
| Number of Managed Accounts | $1,714,000 | 100 |
| Number of Non-Managed Accounts | $1,402,000 | 65 |
| Total fiduciary and related assets | $4,277,744,000 | 86 |
| Managed Assets ($) | $2,382,996,000 | 82 |
| Non-managed Assets ($) | $1,894,748,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,565,000 | 72 |
| 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 | $3,161,000 | 93 |
| Number of Managed Accounts | $1,749,000 | 99 |
| Number of Non-Managed Accounts | $1,412,000 | 70 |
| Total fiduciary and related assets | $4,319,760,000 | 89 |
| Managed Assets ($) | $2,342,336,000 | 83 |
| Non-managed Assets ($) | $1,977,424,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,101,000 | 75 |
| 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 | $3,156,000 | 95 |
| Number of Managed Accounts | $1,754,000 | 97 |
| Number of Non-Managed Accounts | $1,402,000 | 67 |
| Total fiduciary and related assets | $4,377,726,000 | 88 |
| Managed Assets ($) | $2,349,388,000 | 84 |
| Non-managed Assets ($) | $2,028,338,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,835,000 | 72 |
| 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 | $3,167,000 | 100 |
| Number of Managed Accounts | $1,770,000 | 106 |
| Number of Non-Managed Accounts | $1,397,000 | 74 |
| Total fiduciary and related assets | $4,525,604,000 | 92 |
| Managed Assets ($) | $2,366,238,000 | 83 |
| Non-managed Assets ($) | $2,159,366,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,039,000 | 74 |
| 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 | $3,191,000 | 96 |
| Number of Managed Accounts | $1,796,000 | 101 |
| Number of Non-Managed Accounts | $1,395,000 | 73 |
| Total fiduciary and related assets | $4,383,437,000 | 95 |
| Managed Assets ($) | $2,303,688,000 | 84 |
| Non-managed Assets ($) | $2,079,749,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,594,000 | 68 |
| 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 | $3,193,000 | 99 |
| Number of Managed Accounts | $1,784,000 | 101 |
| Number of Non-Managed Accounts | $1,409,000 | 75 |
| Total fiduciary and related assets | $4,344,050,000 | 95 |
| Managed Assets ($) | $2,220,083,000 | 86 |
| Non-managed Assets ($) | $2,123,967,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,189,000 | 68 |
| 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 | $3,400,000 | 96 |
| Number of Managed Accounts | $2,030,000 | 98 |
| Number of Non-Managed Accounts | $1,370,000 | 77 |
| Total fiduciary and related assets | $4,448,145,000 | 93 |
| Managed Assets ($) | $2,612,060,000 | 78 |
| Non-managed Assets ($) | $1,836,085,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,730,000 | 69 |
| 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 | $3,465,000 | 98 |
| Number of Managed Accounts | $2,064,000 | 99 |
| Number of Non-Managed Accounts | $1,401,000 | 81 |
| Total fiduciary and related assets | $4,518,625,000 | 90 |
| Managed Assets ($) | $2,513,174,000 | 81 |
| Non-managed Assets ($) | $2,005,451,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,037,000 | 71 |
| 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 | $4,040,000 | 80 |
| Number of Managed Accounts | $2,168,000 | 88 |
| Number of Non-Managed Accounts | $1,872,000 | 65 |
| Total fiduciary and related assets | $6,903,581,000 | 74 |
| Managed Assets ($) | $2,638,291,000 | 79 |
| Non-managed Assets ($) | $4,265,290,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $716,000 | 487 |
| 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 | $32,274,000 | 66 |
| 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 | $29,183,000 | 77 |
| 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 | $26,323,000 | 83 |
| 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 | $25,115,000 | 83 |
| 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 | $23,857,000 | 86 |
| 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 | $23,034,000 | 91 |
| 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 | $22,847,000 | 93 |
| 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 | $21,401,000 | 94 |
| 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 | $18,172,000 | 100 |