Home > First Republic Bank > Fiduciary and Related Services
First Republic Bank, Fiduciary and Related Services
| 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 | $2,309,000 | 127 |
| Number of Managed Accounts | $1,234,000 | 164 |
| Number of Non-Managed Accounts | $1,075,000 | 63 |
| Total fiduciary and related assets | $17,031,316,000 | 60 |
| Managed Assets ($) | $5,114,194,000 | 79 |
| Non-managed Assets ($) | $11,917,122,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,051,000 | 88 |
| 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 | $2,214,000 | 132 |
| Number of Managed Accounts | $1,196,000 | 171 |
| Number of Non-Managed Accounts | $1,018,000 | 65 |
| Total fiduciary and related assets | $16,317,852,000 | 60 |
| Managed Assets ($) | $5,222,700,000 | 77 |
| Non-managed Assets ($) | $11,095,152,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,509,000 | 93 |
| 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 | $2,096,000 | 136 |
| Number of Managed Accounts | $1,109,000 | 188 |
| Number of Non-Managed Accounts | $987,000 | 62 |
| Total fiduciary and related assets | $15,269,977,000 | 61 |
| Managed Assets ($) | $4,811,295,000 | 77 |
| Non-managed Assets ($) | $10,458,682,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,143,000 | 96 |
| 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 | $2,040,000 | 125 |
| Number of Managed Accounts | $1,086,000 | 177 |
| Number of Non-Managed Accounts | $954,000 | 55 |
| Total fiduciary and related assets | $14,993,565,000 | 52 |
| Managed Assets ($) | $4,999,760,000 | 62 |
| Non-managed Assets ($) | $9,993,805,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,617,000 | 76 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,962,000 | 132 |
| Number of Managed Accounts | $1,060,000 | 178 |
| Number of Non-Managed Accounts | $902,000 | 56 |
| Total fiduciary and related assets | $14,344,164,000 | 55 |
| Managed Assets ($) | $5,214,302,000 | 65 |
| Non-managed Assets ($) | $9,129,862,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,122,000 | 80 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,862,000 | 139 |
| Number of Managed Accounts | $1,023,000 | 187 |
| Number of Non-Managed Accounts | $839,000 | 60 |
| Total fiduciary and related assets | $13,694,723,000 | 55 |
| Managed Assets ($) | $5,265,028,000 | 64 |
| Non-managed Assets ($) | $8,429,695,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,750,000 | 87 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,765,000 | 144 |
| Number of Managed Accounts | $1,005,000 | 186 |
| Number of Non-Managed Accounts | $760,000 | 61 |
| Total fiduciary and related assets | $12,220,082,000 | 56 |
| Managed Assets ($) | $5,039,712,000 | 63 |
| Non-managed Assets ($) | $7,180,370,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,230,000 | 86 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,663,000 | 151 |
| Number of Managed Accounts | $968,000 | 193 |
| Number of Non-Managed Accounts | $695,000 | 66 |
| Total fiduciary and related assets | $11,496,428,000 | 57 |
| Managed Assets ($) | $4,980,287,000 | 64 |
| Non-managed Assets ($) | $6,516,141,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,983,000 | 85 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,591,000 | 154 |
| Number of Managed Accounts | $952,000 | 192 |
| Number of Non-Managed Accounts | $639,000 | 69 |
| Total fiduciary and related assets | $10,985,984,000 | 57 |
| Managed Assets ($) | $4,719,984,000 | 66 |
| Non-managed Assets ($) | $6,266,000,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,740,000 | 88 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,517,000 | 164 |
| Number of Managed Accounts | $943,000 | 202 |
| Number of Non-Managed Accounts | $574,000 | 81 |
| Total fiduciary and related assets | $9,910,231,000 | 60 |
| Managed Assets ($) | $4,432,613,000 | 69 |
| Non-managed Assets ($) | $5,477,618,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,352,000 | 90 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,400,000 | 169 |
| Number of Managed Accounts | $901,000 | 196 |
| Number of Non-Managed Accounts | $499,000 | 80 |
| Total fiduciary and related assets | $8,686,400,000 | 63 |
| Managed Assets ($) | $4,126,614,000 | 68 |
| Non-managed Assets ($) | $4,559,786,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,947,000 | 91 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,337,000 | 178 |
| Number of Managed Accounts | $869,000 | 206 |
| Number of Non-Managed Accounts | $468,000 | 87 |
| Total fiduciary and related assets | $7,904,642,000 | 64 |
| Managed Assets ($) | $3,957,950,000 | 68 |
| Non-managed Assets ($) | $3,946,692,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,352,000 | 87 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,292,000 | 179 |
| Number of Managed Accounts | $845,000 | 201 |
| Number of Non-Managed Accounts | $447,000 | 86 |
| Total fiduciary and related assets | $7,288,310,000 | 63 |
| Managed Assets ($) | $3,686,268,000 | 68 |
| Non-managed Assets ($) | $3,602,042,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,500,000 | 84 |
| 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 | $1,226,000 | 189 |
| Number of Managed Accounts | $825,000 | 216 |
| Number of Non-Managed Accounts | $401,000 | 103 |
| Total fiduciary and related assets | $7,120,483,000 | 67 |
| Managed Assets ($) | $3,879,975,000 | 68 |
| Non-managed Assets ($) | $3,240,508,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,931,000 | 101 |
| 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 | $1,175,000 | 190 |
| Number of Managed Accounts | $803,000 | 208 |
| Number of Non-Managed Accounts | $372,000 | 96 |
| Total fiduciary and related assets | $6,365,601,000 | 70 |
| Managed Assets ($) | $3,528,340,000 | 74 |
| Non-managed Assets ($) | $2,837,261,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,240,000 | 102 |
| 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 | $1,142,000 | 196 |
| Number of Managed Accounts | $782,000 | 214 |
| Number of Non-Managed Accounts | $360,000 | 100 |
| Total fiduciary and related assets | $6,319,139,000 | 69 |
| Managed Assets ($) | $3,487,211,000 | 73 |
| Non-managed Assets ($) | $2,831,928,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,756,000 | 103 |
| 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 | $1,091,000 | 205 |
| Number of Managed Accounts | $767,000 | 216 |
| Number of Non-Managed Accounts | $324,000 | 106 |
| Total fiduciary and related assets | $5,955,368,000 | 71 |
| Managed Assets ($) | $3,373,016,000 | 73 |
| Non-managed Assets ($) | $2,582,352,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,171,000 | 104 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,069,000 | 210 |
| Number of Managed Accounts | $759,000 | 219 |
| Number of Non-Managed Accounts | $310,000 | 128 |
| Total fiduciary and related assets | $5,350,196,000 | 72 |
| Managed Assets ($) | $3,185,998,000 | 73 |
| Non-managed Assets ($) | $2,164,198,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,582,000 | 108 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,028,000 | 215 |
| Number of Managed Accounts | $740,000 | 218 |
| Number of Non-Managed Accounts | $288,000 | 120 |
| Total fiduciary and related assets | $5,406,379,000 | 73 |
| Managed Assets ($) | $3,372,226,000 | 72 |
| Non-managed Assets ($) | $2,034,153,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,420,000 | 110 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,002,000 | 222 |
| Number of Managed Accounts | $730,000 | 221 |
| Number of Non-Managed Accounts | $272,000 | 120 |
| Total fiduciary and related assets | $5,125,131,000 | 77 |
| Managed Assets ($) | $3,275,552,000 | 73 |
| Non-managed Assets ($) | $1,849,579,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,593,000 | 110 |
| 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 | $975,000 | 226 |
| Number of Managed Accounts | $724,000 | 222 |
| Number of Non-Managed Accounts | $251,000 | 130 |
| Total fiduciary and related assets | $4,693,752,000 | 84 |
| Managed Assets ($) | $3,239,984,000 | 74 |
| Non-managed Assets ($) | $1,453,768,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,760,000 | 111 |
| 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 | $946,000 | 239 |
| Number of Managed Accounts | $702,000 | 232 |
| Number of Non-Managed Accounts | $244,000 | 152 |
| Total fiduciary and related assets | $4,677,937,000 | 83 |
| Managed Assets ($) | $3,193,719,000 | 72 |
| Non-managed Assets ($) | $1,484,218,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,639,000 | 108 |
| 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 | $928,000 | 231 |
| Number of Managed Accounts | $698,000 | 230 |
| Number of Non-Managed Accounts | $230,000 | 130 |
| Total fiduciary and related assets | $4,440,548,000 | 84 |
| Managed Assets ($) | $3,095,038,000 | 72 |
| Non-managed Assets ($) | $1,345,510,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,613,000 | 109 |
| 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 | $916,000 | 232 |
| Number of Managed Accounts | $682,000 | 235 |
| Number of Non-Managed Accounts | $234,000 | 128 |
| Total fiduciary and related assets | $4,276,378,000 | 85 |
| Managed Assets ($) | $3,051,502,000 | 72 |
| Non-managed Assets ($) | $1,224,876,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,109,000 | 107 |
| 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 | $911,000 | 230 |
| Number of Managed Accounts | $671,000 | 238 |
| Number of Non-Managed Accounts | $240,000 | 128 |
| Total fiduciary and related assets | $3,928,568,000 | 90 |
| Managed Assets ($) | $2,882,086,000 | 74 |
| Non-managed Assets ($) | $1,046,482,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,444,000 | 110 |
| 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 | $901,000 | 234 |
| Number of Managed Accounts | $666,000 | 239 |
| Number of Non-Managed Accounts | $235,000 | 160 |
| Total fiduciary and related assets | $3,754,199,000 | 90 |
| Managed Assets ($) | $2,737,903,000 | 73 |
| Non-managed Assets ($) | $1,016,296,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,267,000 | 108 |
| 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 | $882,000 | 231 |
| Number of Managed Accounts | $665,000 | 236 |
| Number of Non-Managed Accounts | $217,000 | 138 |
| Total fiduciary and related assets | $3,171,029,000 | 97 |
| Managed Assets ($) | $2,168,549,000 | 88 |
| Non-managed Assets ($) | $1,002,480,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,646,000 | 109 |
| 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 | $863,000 | 238 |
| Number of Managed Accounts | $650,000 | 241 |
| Number of Non-Managed Accounts | $213,000 | 143 |
| Total fiduciary and related assets | $3,434,525,000 | 94 |
| Managed Assets ($) | $2,504,598,000 | 79 |
| Non-managed Assets ($) | $929,927,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,380,000 | 109 |
| 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 | $858,000 | 236 |
| Number of Managed Accounts | $649,000 | 240 |
| Number of Non-Managed Accounts | $209,000 | 146 |
| Total fiduciary and related assets | $3,343,368,000 | 95 |
| Managed Assets ($) | $2,450,995,000 | 80 |
| Non-managed Assets ($) | $892,373,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,168,000 | 111 |
| 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 | $832,000 | 250 |
| Number of Managed Accounts | $628,000 | 251 |
| Number of Non-Managed Accounts | $204,000 | 186 |
| Total fiduciary and related assets | $3,374,882,000 | 92 |
| Managed Assets ($) | $2,437,483,000 | 79 |
| Non-managed Assets ($) | $937,399,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,984,000 | 118 |
| 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 | $824,000 | 242 |
| Number of Managed Accounts | $619,000 | 248 |
| Number of Non-Managed Accounts | $205,000 | 147 |
| Total fiduciary and related assets | $3,618,142,000 | 86 |
| Managed Assets ($) | $2,647,427,000 | 69 |
| Non-managed Assets ($) | $970,715,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,664,000 | 125 |
| 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 | $803,000 | 251 |
| Number of Managed Accounts | $617,000 | 248 |
| Number of Non-Managed Accounts | $186,000 | 153 |
| Total fiduciary and related assets | $3,370,139,000 | 95 |
| Managed Assets ($) | $2,447,573,000 | 80 |
| Non-managed Assets ($) | $922,566,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,005,000 | 127 |
| 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 | $782,000 | 253 |
| Number of Managed Accounts | $602,000 | 250 |
| Number of Non-Managed Accounts | $180,000 | 156 |
| Total fiduciary and related assets | $3,148,517,000 | 99 |
| Managed Assets ($) | $2,320,990,000 | 82 |
| Non-managed Assets ($) | $827,527,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,447,000 | 129 |
| 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 | $767,000 | 269 |
| Number of Managed Accounts | $588,000 | 259 |
| Number of Non-Managed Accounts | $179,000 | 209 |
| Total fiduciary and related assets | $3,056,922,000 | 99 |
| Managed Assets ($) | $2,284,705,000 | 81 |
| Non-managed Assets ($) | $772,217,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,700,000 | 120 |
| 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 | $741,000 | 261 |
| Number of Managed Accounts | $564,000 | 256 |
| Number of Non-Managed Accounts | $177,000 | 154 |
| Total fiduciary and related assets | $3,043,935,000 | 97 |
| Managed Assets ($) | $2,296,473,000 | 79 |
| Non-managed Assets ($) | $747,462,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,054,000 | 118 |
| 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 | $737,000 | 260 |
| Number of Managed Accounts | $567,000 | 256 |
| Number of Non-Managed Accounts | $170,000 | 156 |
| Total fiduciary and related assets | $3,148,763,000 | 91 |
| Managed Assets ($) | $2,436,752,000 | 76 |
| Non-managed Assets ($) | $712,011,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,385,000 | 119 |
| 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 | $719,000 | 265 |
| Number of Managed Accounts | $554,000 | 262 |
| Number of Non-Managed Accounts | $165,000 | 162 |
| Total fiduciary and related assets | $3,173,141,000 | 92 |
| Managed Assets ($) | $2,485,600,000 | 74 |
| Non-managed Assets ($) | $687,541,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,468,000 | 123 |
| 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 | $673,000 | 294 |
| Number of Managed Accounts | $510,000 | 286 |
| Number of Non-Managed Accounts | $163,000 | 224 |
| Total fiduciary and related assets | $3,024,180,000 | 94 |
| Managed Assets ($) | $2,357,872,000 | 77 |
| Non-managed Assets ($) | $666,308,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,790,000 | 122 |
| 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 | $641,000 | 275 |
| Number of Managed Accounts | $482,000 | 268 |
| Number of Non-Managed Accounts | $159,000 | 165 |
| Total fiduciary and related assets | $2,856,690,000 | 95 |
| Managed Assets ($) | $2,225,025,000 | 80 |
| Non-managed Assets ($) | $631,665,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,265,000 | 122 |
| 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 | $633,000 | 273 |
| Number of Managed Accounts | $470,000 | 269 |
| Number of Non-Managed Accounts | $163,000 | 168 |
| Total fiduciary and related assets | $2,822,494,000 | 94 |
| Managed Assets ($) | $2,194,573,000 | 79 |
| Non-managed Assets ($) | $627,921,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,682,000 | 125 |
| 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 | $592,000 | 285 |
| Number of Managed Accounts | $447,000 | 272 |
| Number of Non-Managed Accounts | $145,000 | 180 |
| Total fiduciary and related assets | $2,325,970,000 | 105 |
| Managed Assets ($) | $2,097,219,000 | 82 |
| Non-managed Assets ($) | $228,751,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,125,000 | 130 |
| 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 | $550,000 | 335 |
| Number of Managed Accounts | $418,000 | 307 |
| Number of Non-Managed Accounts | $132,000 | 266 |
| Total fiduciary and related assets | $2,156,697,000 | 108 |
| Managed Assets ($) | $1,967,342,000 | 83 |
| Non-managed Assets ($) | $189,355,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,901,000 | 120 |
| 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 | $510,000 | 296 |
| Number of Managed Accounts | $387,000 | 285 |
| Number of Non-Managed Accounts | $123,000 | 186 |
| Total fiduciary and related assets | $2,053,416,000 | 108 |
| Managed Assets ($) | $1,904,171,000 | 82 |
| Non-managed Assets ($) | $149,245,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,454,000 | 122 |
| 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 | $523,000 | 297 |
| Number of Managed Accounts | $368,000 | 290 |
| Number of Non-Managed Accounts | $155,000 | 169 |
| Total fiduciary and related assets | $2,188,037,000 | 103 |
| Managed Assets ($) | $2,037,944,000 | 80 |
| Non-managed Assets ($) | $150,093,000 | 193 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,027,000 | 126 |
| 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 | $527,000 | 293 |
| Number of Managed Accounts | $373,000 | 286 |
| Number of Non-Managed Accounts | $154,000 | 169 |
| Total fiduciary and related assets | $2,088,780,000 | 105 |
| Managed Assets ($) | $1,930,542,000 | 83 |
| Non-managed Assets ($) | $158,238,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,799,000 | 134 |
| 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 | $498,000 | 360 |
| Number of Managed Accounts | $347,000 | 356 |
| Number of Non-Managed Accounts | $151,000 | 249 |
| Total fiduciary and related assets | $1,963,503,000 | 107 |
| Managed Assets ($) | $1,828,636,000 | 83 |
| Non-managed Assets ($) | $134,867,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,912,000 | 120 |
| 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 | $479,000 | 304 |
| Number of Managed Accounts | $335,000 | 298 |
| Number of Non-Managed Accounts | $144,000 | 176 |
| Total fiduciary and related assets | $1,867,876,000 | 107 |
| Managed Assets ($) | $1,756,664,000 | 84 |
| Non-managed Assets ($) | $111,212,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,176,000 | 124 |
| 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 | $450,000 | 314 |
| Number of Managed Accounts | $310,000 | 306 |
| Number of Non-Managed Accounts | $140,000 | 180 |
| Total fiduciary and related assets | $1,898,494,000 | 112 |
| Managed Assets ($) | $1,790,749,000 | 88 |
| Non-managed Assets ($) | $107,745,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,558,000 | 122 |
| 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 | $425,000 | 324 |
| Number of Managed Accounts | $286,000 | 317 |
| Number of Non-Managed Accounts | $139,000 | 186 |
| Total fiduciary and related assets | $1,867,618,000 | 113 |
| Managed Assets ($) | $1,760,799,000 | 87 |
| Non-managed Assets ($) | $106,819,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,806,000 | 120 |
| 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 | $394,000 | 433 |
| Number of Managed Accounts | $272,000 | 412 |
| Number of Non-Managed Accounts | $122,000 | 296 |
| Total fiduciary and related assets | $1,504,276,000 | 129 |
| Managed Assets ($) | $1,432,055,000 | 98 |
| Non-managed Assets ($) | $72,221,000 | 265 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,187,000 | 195 |
| 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 | $384,000 | 322 |
| Number of Managed Accounts | $260,000 | 307 |
| Number of Non-Managed Accounts | $124,000 | 197 |
| Total fiduciary and related assets | $1,477,641,000 | 128 |
| Managed Assets ($) | $1,408,143,000 | 91 |
| Non-managed Assets ($) | $69,498,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,360,000 | 276 |