Home > Franklin Templeton Bank and Trust, F.S.B. > Fiduciary and Related Services
Franklin Templeton Bank and Trust, F.S.B., Fiduciary and Related Services
| 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 | $1,000 | 411 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $1,000 | 393 |
| Total fiduciary and related assets | $570,000 | 411 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $570,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,676,000 | 104 |
| 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 | $159,000 | 396 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $159,000 | 167 |
| Total fiduciary and related assets | $396,248,000 | 313 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $396,248,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,117,000 | 105 |
| 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 | $229,000 | 382 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $229,000 | 138 |
| Total fiduciary and related assets | $413,835,000 | 304 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $413,835,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,577,000 | 105 |
| 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 | $331,000 | 454 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $331,000 | 132 |
| Total fiduciary and related assets | $291,323,000 | 367 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $291,323,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,136,000 | 142 |
| 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 | $602,000 | 290 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $602,000 | 82 |
| Total fiduciary and related assets | $341,189,000 | 335 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $341,189,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,937,000 | 191 |
| 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 | $779,000 | 248 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $779,000 | 76 |
| Total fiduciary and related assets | $415,656,000 | 297 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $415,656,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,709,000 | 185 |
| 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 | $1,436,000 | 158 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $1,436,000 | 55 |
| Total fiduciary and related assets | $479,043,000 | 274 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $479,043,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,380,000 | 182 |
| 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 | $2,774,000 | 91 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $2,774,000 | 39 |
| Total fiduciary and related assets | $648,976,000 | 229 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $648,976,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,732,000 | 194 |
| 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 | $3,189,000 | 78 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $3,189,000 | 34 |
| Total fiduciary and related assets | $638,324,000 | 226 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $638,324,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,512,000 | 192 |
| 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 | $3,237,000 | 78 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $3,237,000 | 35 |
| Total fiduciary and related assets | $625,912,000 | 221 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $625,912,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,169,000 | 200 |
| 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 | $3,287,000 | 77 |
| Number of Managed Accounts | $4,000 | 391 |
| Number of Non-Managed Accounts | $3,283,000 | 36 |
| Total fiduciary and related assets | $460,751,000 | 266 |
| Managed Assets ($) | $2,409,000 | 390 |
| Non-managed Assets ($) | $458,342,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 194 |
| 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 | $3,325,000 | 75 |
| Number of Managed Accounts | $4,000 | 1,159 |
| Number of Non-Managed Accounts | $3,321,000 | 38 |
| Total fiduciary and related assets | $457,528,000 | 263 |
| Managed Assets ($) | $2,375,000 | 1,101 |
| Non-managed Assets ($) | $455,153,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,547,000 | 187 |
| 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 | $3,451,000 | 72 |
| Number of Managed Accounts | $4,000 | 370 |
| Number of Non-Managed Accounts | $3,447,000 | 34 |
| Total fiduciary and related assets | $491,831,000 | 255 |
| Managed Assets ($) | $2,388,000 | 369 |
| Non-managed Assets ($) | $489,443,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,315,000 | 189 |
| 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 | $3,532,000 | 69 |
| Number of Managed Accounts | $4,000 | 371 |
| Number of Non-Managed Accounts | $3,528,000 | 34 |
| Total fiduciary and related assets | $495,185,000 | 248 |
| Managed Assets ($) | $2,350,000 | 369 |
| Non-managed Assets ($) | $492,835,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,228,000 | 188 |
| 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 | $8,538,000 | 37 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $8,538,000 | 22 |
| Total fiduciary and related assets | $711,154,000 | 192 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $711,154,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,086,000 | 189 |
| 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 | $3,674,000 | 67 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $3,674,000 | 33 |
| Total fiduciary and related assets | $485,766,000 | 241 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $485,766,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,831,000 | 69 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $3,831,000 | 30 |
| Total fiduciary and related assets | $1,020,197,000 | 148 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $1,020,197,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,860,000 | 68 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $3,860,000 | 30 |
| Total fiduciary and related assets | $1,206,415,000 | 147 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $1,206,415,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,880,000 | 68 |
| Number of Managed Accounts | $1,000 | 403 |
| Number of Non-Managed Accounts | $3,879,000 | 32 |
| Total fiduciary and related assets | $1,173,601,000 | 146 |
| Managed Assets ($) | $1,230,000 | 401 |
| Non-managed Assets ($) | $1,172,371,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,959,000 | 68 |
| Number of Managed Accounts | $5,000 | 1,233 |
| Number of Non-Managed Accounts | $3,954,000 | 35 |
| Total fiduciary and related assets | $1,100,064,000 | 151 |
| Managed Assets ($) | $1,168,000 | 1,253 |
| Non-managed Assets ($) | $1,098,896,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,193,000 | 64 |
| Number of Managed Accounts | $6,000 | 383 |
| Number of Non-Managed Accounts | $4,187,000 | 30 |
| Total fiduciary and related assets | $1,089,599,000 | 149 |
| Managed Assets ($) | $6,466,000 | 379 |
| Non-managed Assets ($) | $1,083,133,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,264,000 | 63 |
| Number of Managed Accounts | $8,000 | 382 |
| Number of Non-Managed Accounts | $4,256,000 | 32 |
| Total fiduciary and related assets | $986,664,000 | 149 |
| Managed Assets ($) | $6,028,000 | 380 |
| Non-managed Assets ($) | $980,636,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,486,000 | 61 |
| Number of Managed Accounts | $8,000 | 389 |
| Number of Non-Managed Accounts | $4,478,000 | 32 |
| Total fiduciary and related assets | $1,287,812,000 | 136 |
| Managed Assets ($) | $6,962,000 | 386 |
| Non-managed Assets ($) | $1,280,850,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,622,000 | 67 |
| Number of Managed Accounts | $14,000 | 1,124 |
| Number of Non-Managed Accounts | $4,608,000 | 35 |
| Total fiduciary and related assets | $1,260,333,000 | 138 |
| Managed Assets ($) | $10,443,000 | 968 |
| Non-managed Assets ($) | $1,249,890,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,774,000 | 60 |
| Number of Managed Accounts | $14,000 | 370 |
| Number of Non-Managed Accounts | $4,760,000 | 35 |
| Total fiduciary and related assets | $1,281,260,000 | 138 |
| Managed Assets ($) | $9,785,000 | 372 |
| Non-managed Assets ($) | $1,271,475,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,783,000 | 62 |
| Number of Managed Accounts | $16,000 | 379 |
| Number of Non-Managed Accounts | $4,767,000 | 35 |
| Total fiduciary and related assets | $1,047,436,000 | 149 |
| Managed Assets ($) | $6,814,000 | 381 |
| Non-managed Assets ($) | $1,040,622,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,843,000 | 59 |
| Number of Managed Accounts | $12,000 | 383 |
| Number of Non-Managed Accounts | $4,831,000 | 33 |
| Total fiduciary and related assets | $889,498,000 | 162 |
| Managed Assets ($) | $5,749,000 | 383 |
| Non-managed Assets ($) | $883,749,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $4,915,000 | 63 |
| Number of Managed Accounts | $16,000 | 1,132 |
| Number of Non-Managed Accounts | $4,899,000 | 35 |
| Total fiduciary and related assets | $981,881,000 | 158 |
| Managed Assets ($) | $8,500,000 | 1,023 |
| Non-managed Assets ($) | $973,381,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,040,000 | 57 |
| Number of Managed Accounts | $28,000 | 405 |
| Number of Non-Managed Accounts | $5,012,000 | 33 |
| Total fiduciary and related assets | $1,246,611,000 | 140 |
| Managed Assets ($) | $12,941,000 | 404 |
| Non-managed Assets ($) | $1,233,670,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,377,000 | 55 |
| Number of Managed Accounts | $22,000 | 411 |
| Number of Non-Managed Accounts | $5,355,000 | 34 |
| Total fiduciary and related assets | $1,642,167,000 | 126 |
| Managed Assets ($) | $13,083,000 | 412 |
| Non-managed Assets ($) | $1,629,084,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,438,000 | 54 |
| Number of Managed Accounts | $17,000 | 416 |
| Number of Non-Managed Accounts | $5,421,000 | 31 |
| Total fiduciary and related assets | $1,683,156,000 | 130 |
| Managed Assets ($) | $10,012,000 | 420 |
| Non-managed Assets ($) | $1,673,144,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,524,000 | 57 |
| Number of Managed Accounts | $16,000 | 1,165 |
| Number of Non-Managed Accounts | $5,508,000 | 33 |
| Total fiduciary and related assets | $1,832,013,000 | 125 |
| Managed Assets ($) | $11,360,000 | 1,008 |
| Non-managed Assets ($) | $1,820,653,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,703,000 | 52 |
| Number of Managed Accounts | $12,000 | 402 |
| Number of Non-Managed Accounts | $5,691,000 | 29 |
| Total fiduciary and related assets | $3,984,589,000 | 84 |
| Managed Assets ($) | $9,711,000 | 404 |
| Non-managed Assets ($) | $3,974,878,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,794,000 | 53 |
| Number of Managed Accounts | $12,000 | 410 |
| Number of Non-Managed Accounts | $5,782,000 | 29 |
| Total fiduciary and related assets | $4,080,975,000 | 88 |
| Managed Assets ($) | $9,761,000 | 410 |
| Non-managed Assets ($) | $4,071,214,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,878,000 | 51 |
| Number of Managed Accounts | $12,000 | 411 |
| Number of Non-Managed Accounts | $5,866,000 | 29 |
| Total fiduciary and related assets | $3,995,767,000 | 87 |
| Managed Assets ($) | $9,273,000 | 413 |
| Non-managed Assets ($) | $3,986,494,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,986,000 | 53 |
| Number of Managed Accounts | $12,000 | 1,249 |
| Number of Non-Managed Accounts | $5,974,000 | 31 |
| Total fiduciary and related assets | $3,870,859,000 | 87 |
| Managed Assets ($) | $9,666,000 | 1,037 |
| Non-managed Assets ($) | $3,861,193,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,182,000 | 54 |
| Number of Managed Accounts | $12,000 | 393 |
| Number of Non-Managed Accounts | $6,170,000 | 31 |
| Total fiduciary and related assets | $3,716,413,000 | 90 |
| Managed Assets ($) | $9,104,000 | 396 |
| Non-managed Assets ($) | $3,707,309,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,318,000 | 53 |
| Number of Managed Accounts | $12,000 | 399 |
| Number of Non-Managed Accounts | $6,306,000 | 31 |
| Total fiduciary and related assets | $3,516,752,000 | 96 |
| Managed Assets ($) | $8,577,000 | 401 |
| Non-managed Assets ($) | $3,508,175,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $5,974,000 | 53 |
| Number of Managed Accounts | $12,000 | 415 |
| Number of Non-Managed Accounts | $5,962,000 | 31 |
| Total fiduciary and related assets | $2,238,853,000 | 119 |
| Managed Assets ($) | $8,761,000 | 414 |
| Non-managed Assets ($) | $2,230,092,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,481,000 | 56 |
| Number of Managed Accounts | $12,000 | 1,291 |
| Number of Non-Managed Accounts | $6,469,000 | 32 |
| Total fiduciary and related assets | $2,382,794,000 | 112 |
| Managed Assets ($) | $8,620,000 | 1,084 |
| Non-managed Assets ($) | $2,374,174,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,704,000 | 51 |
| Number of Managed Accounts | $12,000 | 404 |
| Number of Non-Managed Accounts | $6,692,000 | 30 |
| Total fiduciary and related assets | $2,987,941,000 | 102 |
| Managed Assets ($) | $10,560,000 | 400 |
| Non-managed Assets ($) | $2,977,381,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,870,000 | 50 |
| Number of Managed Accounts | $12,000 | 417 |
| Number of Non-Managed Accounts | $6,858,000 | 30 |
| Total fiduciary and related assets | $2,948,762,000 | 100 |
| Managed Assets ($) | $8,191,000 | 416 |
| Non-managed Assets ($) | $2,940,571,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $6,938,000 | 52 |
| Number of Managed Accounts | $11,000 | 418 |
| Number of Non-Managed Accounts | $6,927,000 | 30 |
| Total fiduciary and related assets | $2,855,838,000 | 106 |
| Managed Assets ($) | $7,756,000 | 420 |
| Non-managed Assets ($) | $2,848,082,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,126,000 | 57 |
| Number of Managed Accounts | $11,000 | 1,317 |
| Number of Non-Managed Accounts | $7,115,000 | 33 |
| Total fiduciary and related assets | $3,002,841,000 | 107 |
| Managed Assets ($) | $7,759,000 | 1,112 |
| Non-managed Assets ($) | $2,995,082,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $7,311,000 | 50 |
| Number of Managed Accounts | $12,000 | 404 |
| Number of Non-Managed Accounts | $7,299,000 | 28 |
| Total fiduciary and related assets | $3,250,088,000 | 103 |
| Managed Assets ($) | $7,209,000 | 407 |
| Non-managed Assets ($) | $3,242,879,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $546,000 | 310 |
| Number of Managed Accounts | $9,000 | 412 |
| Number of Non-Managed Accounts | $537,000 | 115 |
| Total fiduciary and related assets | $2,779,231,000 | 112 |
| Managed Assets ($) | $7,299,000 | 412 |
| Non-managed Assets ($) | $2,771,932,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $558,000 | 305 |
| Number of Managed Accounts | $8,000 | 420 |
| Number of Non-Managed Accounts | $550,000 | 117 |
| Total fiduciary and related assets | $2,753,138,000 | 111 |
| Managed Assets ($) | $2,440,000 | 423 |
| Non-managed Assets ($) | $2,750,698,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $559,000 | 365 |
| Number of Managed Accounts | $9,000 | 1,416 |
| Number of Non-Managed Accounts | $550,000 | 144 |
| Total fiduciary and related assets | $2,586,064,000 | 117 |
| Managed Assets ($) | $6,354,000 | 1,182 |
| Non-managed Assets ($) | $2,579,710,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $574,000 | 309 |
| Number of Managed Accounts | $9,000 | 426 |
| Number of Non-Managed Accounts | $565,000 | 124 |
| Total fiduciary and related assets | $2,280,404,000 | 126 |
| Managed Assets ($) | $5,864,000 | 421 |
| Non-managed Assets ($) | $2,274,540,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $566,000 | 314 |
| Number of Managed Accounts | $10,000 | 429 |
| Number of Non-Managed Accounts | $556,000 | 126 |
| Total fiduciary and related assets | $2,098,773,000 | 133 |
| Managed Assets ($) | $5,844,000 | 424 |
| Non-managed Assets ($) | $2,092,929,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $513,000 | 334 |
| Number of Managed Accounts | $9,000 | 445 |
| Number of Non-Managed Accounts | $504,000 | 137 |
| Total fiduciary and related assets | $1,746,181,000 | 142 |
| Managed Assets ($) | $5,227,000 | 442 |
| Non-managed Assets ($) | $1,740,954,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $520,000 | 401 |
| Number of Managed Accounts | $8,000 | 1,492 |
| Number of Non-Managed Accounts | $512,000 | 153 |
| Total fiduciary and related assets | $1,653,754,000 | 147 |
| Managed Assets ($) | $5,180,000 | 1,246 |
| Non-managed Assets ($) | $1,648,574,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $0 | 1,332 |
| 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 | $0 | 1,380 |
| 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 | $0 | 1,398 |
| 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 | $0 | 1,450 |
| 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 | $0 | 1,526 |
| 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 | $0 | 1,590 |
| 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 | $0 | 1,599 |
| 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 | $0 | 1,630 |
| 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 | $0 | 1,658 |