Home > Fulton Bank > Fiduciary and Related Services
Fulton 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 | $3,296,000 | 93 |
| Number of Managed Accounts | $2,694,000 | 83 |
| Number of Non-Managed Accounts | $602,000 | 81 |
| Total fiduciary and related assets | $8,865,901,000 | 82 |
| Managed Assets ($) | $5,963,805,000 | 67 |
| Non-managed Assets ($) | $2,902,096,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,984,000 | 79 |
| 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 | $3,309,000 | 92 |
| Number of Managed Accounts | $2,707,000 | 82 |
| Number of Non-Managed Accounts | $602,000 | 76 |
| Total fiduciary and related assets | $8,632,633,000 | 82 |
| Managed Assets ($) | $5,836,216,000 | 67 |
| Non-managed Assets ($) | $2,796,417,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,701,000 | 83 |
| 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 | $3,283,000 | 90 |
| Number of Managed Accounts | $2,687,000 | 77 |
| Number of Non-Managed Accounts | $596,000 | 81 |
| Total fiduciary and related assets | $8,507,265,000 | 79 |
| Managed Assets ($) | $5,637,211,000 | 68 |
| Non-managed Assets ($) | $2,870,054,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,173,000 | 81 |
| 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 | $3,290,000 | 96 |
| Number of Managed Accounts | $2,685,000 | 85 |
| Number of Non-Managed Accounts | $605,000 | 81 |
| Total fiduciary and related assets | $8,567,981,000 | 86 |
| Managed Assets ($) | $5,655,170,000 | 72 |
| Non-managed Assets ($) | $2,912,811,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,877,000 | 86 |
| 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 | $3,243,000 | 98 |
| Number of Managed Accounts | $2,624,000 | 87 |
| Number of Non-Managed Accounts | $619,000 | 84 |
| Total fiduciary and related assets | $8,178,471,000 | 86 |
| Managed Assets ($) | $5,452,254,000 | 73 |
| Non-managed Assets ($) | $2,726,217,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,953,000 | 86 |
| 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 | $3,236,000 | 97 |
| Number of Managed Accounts | $2,622,000 | 87 |
| Number of Non-Managed Accounts | $614,000 | 77 |
| Total fiduciary and related assets | $7,737,356,000 | 87 |
| Managed Assets ($) | $5,194,167,000 | 72 |
| Non-managed Assets ($) | $2,543,189,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,364,000 | 87 |
| 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 | $3,236,000 | 83 |
| Number of Managed Accounts | $2,621,000 | 79 |
| Number of Non-Managed Accounts | $615,000 | 68 |
| Total fiduciary and related assets | $7,494,513,000 | 66 |
| Managed Assets ($) | $4,816,410,000 | 64 |
| Non-managed Assets ($) | $2,678,103,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,092,000 | 66 |
| 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 | $3,219,000 | 85 |
| Number of Managed Accounts | $2,598,000 | 80 |
| Number of Non-Managed Accounts | $621,000 | 66 |
| Total fiduciary and related assets | $8,197,541,000 | 68 |
| Managed Assets ($) | $5,221,221,000 | 64 |
| Non-managed Assets ($) | $2,976,320,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,516,000 | 66 |
| 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 | $3,201,000 | 84 |
| Number of Managed Accounts | $2,568,000 | 80 |
| Number of Non-Managed Accounts | $633,000 | 71 |
| Total fiduciary and related assets | $8,763,817,000 | 67 |
| Managed Assets ($) | $5,467,750,000 | 62 |
| Non-managed Assets ($) | $3,296,067,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,350,000 | 67 |
| 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 | $3,147,000 | 85 |
| Number of Managed Accounts | $2,525,000 | 84 |
| Number of Non-Managed Accounts | $622,000 | 68 |
| Total fiduciary and related assets | $8,489,970,000 | 66 |
| Managed Assets ($) | $5,332,452,000 | 60 |
| Non-managed Assets ($) | $3,157,518,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,442,000 | 67 |
| 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 | $3,123,000 | 85 |
| Number of Managed Accounts | $2,503,000 | 87 |
| Number of Non-Managed Accounts | $620,000 | 70 |
| Total fiduciary and related assets | $8,205,132,000 | 66 |
| Managed Assets ($) | $5,054,423,000 | 63 |
| Non-managed Assets ($) | $3,150,709,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,308,000 | 66 |
| 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 | $3,104,000 | 84 |
| Number of Managed Accounts | $2,483,000 | 88 |
| Number of Non-Managed Accounts | $621,000 | 71 |
| Total fiduciary and related assets | $7,879,022,000 | 67 |
| Managed Assets ($) | $4,826,973,000 | 63 |
| Non-managed Assets ($) | $3,052,049,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,691,000 | 67 |
| 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 | $3,077,000 | 89 |
| Number of Managed Accounts | $2,424,000 | 89 |
| Number of Non-Managed Accounts | $653,000 | 76 |
| Total fiduciary and related assets | $7,789,264,000 | 67 |
| Managed Assets ($) | $4,770,722,000 | 65 |
| Non-managed Assets ($) | $3,018,542,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,634,000 | 71 |
| 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 | $3,067,000 | 87 |
| Number of Managed Accounts | $2,431,000 | 87 |
| Number of Non-Managed Accounts | $636,000 | 69 |
| Total fiduciary and related assets | $7,289,336,000 | 66 |
| Managed Assets ($) | $4,538,939,000 | 63 |
| Non-managed Assets ($) | $2,750,397,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,528,000 | 71 |
| 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 | $3,050,000 | 86 |
| Number of Managed Accounts | $2,412,000 | 91 |
| Number of Non-Managed Accounts | $638,000 | 72 |
| Total fiduciary and related assets | $6,787,710,000 | 68 |
| Managed Assets ($) | $4,184,712,000 | 65 |
| Non-managed Assets ($) | $2,602,998,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,794,000 | 70 |
| 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 | $3,057,000 | 85 |
| Number of Managed Accounts | $2,391,000 | 89 |
| Number of Non-Managed Accounts | $666,000 | 69 |
| Total fiduciary and related assets | $6,196,587,000 | 69 |
| Managed Assets ($) | $3,885,012,000 | 61 |
| Non-managed Assets ($) | $2,311,575,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,763,000 | 68 |
| 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 | $3,048,000 | 88 |
| Number of Managed Accounts | $2,382,000 | 93 |
| Number of Non-Managed Accounts | $666,000 | 78 |
| Total fiduciary and related assets | $6,984,879,000 | 68 |
| Managed Assets ($) | $4,340,754,000 | 61 |
| Non-managed Assets ($) | $2,644,125,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,295,000 | 70 |
| 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 | $3,056,000 | 86 |
| Number of Managed Accounts | $2,381,000 | 89 |
| Number of Non-Managed Accounts | $675,000 | 73 |
| Total fiduciary and related assets | $6,507,806,000 | 69 |
| Managed Assets ($) | $3,954,019,000 | 66 |
| Non-managed Assets ($) | $2,553,787,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,704,000 | 70 |
| 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 | $3,056,000 | 87 |
| Number of Managed Accounts | $2,381,000 | 89 |
| Number of Non-Managed Accounts | $675,000 | 77 |
| Total fiduciary and related assets | $6,497,982,000 | 68 |
| Managed Assets ($) | $3,953,545,000 | 63 |
| Non-managed Assets ($) | $2,544,437,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,458,000 | 71 |
| 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 | $3,061,000 | 87 |
| Number of Managed Accounts | $2,380,000 | 88 |
| Number of Non-Managed Accounts | $681,000 | 77 |
| Total fiduciary and related assets | $6,682,876,000 | 68 |
| Managed Assets ($) | $4,050,447,000 | 61 |
| Non-managed Assets ($) | $2,632,429,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,088,000 | 73 |
| 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 | $3,062,000 | 89 |
| Number of Managed Accounts | $2,375,000 | 86 |
| Number of Non-Managed Accounts | $687,000 | 85 |
| Total fiduciary and related assets | $7,110,168,000 | 63 |
| Managed Assets ($) | $4,552,175,000 | 52 |
| Non-managed Assets ($) | $2,557,993,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,710,000 | 69 |
| 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 | $3,080,000 | 84 |
| Number of Managed Accounts | $2,386,000 | 85 |
| Number of Non-Managed Accounts | $694,000 | 78 |
| Total fiduciary and related assets | $6,976,227,000 | 67 |
| Managed Assets ($) | $4,002,803,000 | 60 |
| Non-managed Assets ($) | $2,973,424,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,420,000 | 69 |
| 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 | $3,115,000 | 84 |
| Number of Managed Accounts | $2,362,000 | 84 |
| Number of Non-Managed Accounts | $753,000 | 73 |
| Total fiduciary and related assets | $6,515,001,000 | 68 |
| Managed Assets ($) | $3,719,304,000 | 65 |
| Non-managed Assets ($) | $2,795,697,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,346,000 | 69 |
| 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 | $3,078,000 | 86 |
| Number of Managed Accounts | $2,330,000 | 85 |
| Number of Non-Managed Accounts | $748,000 | 74 |
| Total fiduciary and related assets | $6,681,085,000 | 69 |
| Managed Assets ($) | $3,833,995,000 | 63 |
| Non-managed Assets ($) | $2,847,090,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,324,000 | 67 |
| 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 | $3,157,000 | 85 |
| Number of Managed Accounts | $2,301,000 | 87 |
| Number of Non-Managed Accounts | $856,000 | 75 |
| Total fiduciary and related assets | $6,749,056,000 | 69 |
| Managed Assets ($) | $3,739,421,000 | 63 |
| Non-managed Assets ($) | $3,009,635,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,376,000 | 67 |
| 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 | $3,102,000 | 84 |
| Number of Managed Accounts | $2,285,000 | 89 |
| Number of Non-Managed Accounts | $817,000 | 70 |
| Total fiduciary and related assets | $6,399,569,000 | 70 |
| Managed Assets ($) | $3,676,735,000 | 61 |
| Non-managed Assets ($) | $2,722,834,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,068,000 | 66 |
| 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 | $3,114,000 | 79 |
| Number of Managed Accounts | $2,275,000 | 85 |
| Number of Non-Managed Accounts | $839,000 | 67 |
| Total fiduciary and related assets | $6,194,074,000 | 69 |
| Managed Assets ($) | $3,440,131,000 | 63 |
| Non-managed Assets ($) | $2,753,943,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,266,000 | 66 |
| 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 | $3,079,000 | 78 |
| Number of Managed Accounts | $2,258,000 | 84 |
| Number of Non-Managed Accounts | $821,000 | 69 |
| Total fiduciary and related assets | $6,155,919,000 | 69 |
| Managed Assets ($) | $3,415,644,000 | 61 |
| Non-managed Assets ($) | $2,740,275,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,530,000 | 67 |
| 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 | $3,074,000 | 81 |
| Number of Managed Accounts | $2,261,000 | 82 |
| Number of Non-Managed Accounts | $813,000 | 74 |
| Total fiduciary and related assets | $5,896,677,000 | 69 |
| Managed Assets ($) | $3,336,362,000 | 62 |
| Non-managed Assets ($) | $2,560,315,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,816,000 | 64 |
| 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 | $3,041,000 | 80 |
| Number of Managed Accounts | $2,260,000 | 79 |
| Number of Non-Managed Accounts | $781,000 | 68 |
| Total fiduciary and related assets | $5,887,018,000 | 68 |
| Managed Assets ($) | $3,395,192,000 | 59 |
| Non-managed Assets ($) | $2,491,826,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,173,000 | 64 |
| 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 | $3,030,000 | 80 |
| Number of Managed Accounts | $2,273,000 | 82 |
| Number of Non-Managed Accounts | $757,000 | 71 |
| Total fiduciary and related assets | $5,511,079,000 | 71 |
| Managed Assets ($) | $3,194,386,000 | 63 |
| Non-managed Assets ($) | $2,316,693,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,640,000 | 66 |
| 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 | $3,046,000 | 82 |
| Number of Managed Accounts | $2,276,000 | 81 |
| Number of Non-Managed Accounts | $770,000 | 70 |
| Total fiduciary and related assets | $5,599,606,000 | 70 |
| Managed Assets ($) | $3,175,499,000 | 61 |
| Non-managed Assets ($) | $2,424,107,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,201,000 | 66 |
| 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 | $3,061,000 | 83 |
| Number of Managed Accounts | $2,287,000 | 76 |
| Number of Non-Managed Accounts | $774,000 | 77 |
| Total fiduciary and related assets | $5,376,093,000 | 71 |
| Managed Assets ($) | $3,045,067,000 | 64 |
| Non-managed Assets ($) | $2,331,026,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,262,000 | 69 |
| 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 | $3,083,000 | 78 |
| Number of Managed Accounts | $2,292,000 | 77 |
| Number of Non-Managed Accounts | $791,000 | 70 |
| Total fiduciary and related assets | $5,297,159,000 | 71 |
| Managed Assets ($) | $2,990,076,000 | 63 |
| Non-managed Assets ($) | $2,307,083,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,154,000 | 69 |
| 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 | $3,124,000 | 79 |
| Number of Managed Accounts | $2,301,000 | 78 |
| Number of Non-Managed Accounts | $823,000 | 67 |
| Total fiduciary and related assets | $5,476,541,000 | 71 |
| Managed Assets ($) | $3,034,377,000 | 69 |
| Non-managed Assets ($) | $2,442,164,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,084,000 | 70 |
| 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 | $3,199,000 | 78 |
| Number of Managed Accounts | $2,320,000 | 76 |
| Number of Non-Managed Accounts | $879,000 | 67 |
| Total fiduciary and related assets | $5,582,256,000 | 72 |
| Managed Assets ($) | $3,128,290,000 | 64 |
| Non-managed Assets ($) | $2,453,966,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,059,000 | 69 |
| 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 | $3,171,000 | 80 |
| Number of Managed Accounts | $2,404,000 | 71 |
| Number of Non-Managed Accounts | $767,000 | 79 |
| Total fiduciary and related assets | $5,394,296,000 | 71 |
| Managed Assets ($) | $3,285,967,000 | 61 |
| Non-managed Assets ($) | $2,108,329,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,352,000 | 68 |
| 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 | $3,177,000 | 77 |
| Number of Managed Accounts | $2,379,000 | 72 |
| Number of Non-Managed Accounts | $798,000 | 74 |
| Total fiduciary and related assets | $5,374,045,000 | 71 |
| Managed Assets ($) | $3,263,565,000 | 62 |
| Non-managed Assets ($) | $2,110,480,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,233,000 | 69 |
| 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 | $3,204,000 | 75 |
| Number of Managed Accounts | $2,382,000 | 71 |
| Number of Non-Managed Accounts | $822,000 | 72 |
| Total fiduciary and related assets | $5,364,999,000 | 69 |
| Managed Assets ($) | $3,229,061,000 | 61 |
| Non-managed Assets ($) | $2,135,938,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,064,000 | 69 |
| 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 | $3,257,000 | 78 |
| Number of Managed Accounts | $2,399,000 | 73 |
| Number of Non-Managed Accounts | $858,000 | 73 |
| Total fiduciary and related assets | $5,320,170,000 | 70 |
| Managed Assets ($) | $3,157,933,000 | 64 |
| Non-managed Assets ($) | $2,162,237,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,979,000 | 71 |
| 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 | $3,444,000 | 75 |
| Number of Managed Accounts | $2,555,000 | 69 |
| Number of Non-Managed Accounts | $889,000 | 77 |
| Total fiduciary and related assets | $5,111,487,000 | 70 |
| Managed Assets ($) | $3,023,238,000 | 64 |
| Non-managed Assets ($) | $2,088,249,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,580,000 | 69 |
| 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 | $3,446,000 | 74 |
| Number of Managed Accounts | $2,552,000 | 69 |
| Number of Non-Managed Accounts | $894,000 | 71 |
| Total fiduciary and related assets | $5,038,774,000 | 69 |
| Managed Assets ($) | $2,984,390,000 | 64 |
| Non-managed Assets ($) | $2,054,384,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,565,000 | 69 |
| 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 | $3,493,000 | 73 |
| Number of Managed Accounts | $2,572,000 | 68 |
| Number of Non-Managed Accounts | $921,000 | 70 |
| Total fiduciary and related assets | $4,925,472,000 | 69 |
| Managed Assets ($) | $2,834,342,000 | 65 |
| Non-managed Assets ($) | $2,091,130,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,728,000 | 68 |
| 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 | $3,529,000 | 71 |
| Number of Managed Accounts | $2,559,000 | 67 |
| Number of Non-Managed Accounts | $970,000 | 71 |
| Total fiduciary and related assets | $5,121,160,000 | 68 |
| Managed Assets ($) | $2,957,051,000 | 62 |
| Non-managed Assets ($) | $2,164,109,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,841,000 | 68 |
| 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 | $3,517,000 | 72 |
| Number of Managed Accounts | $2,578,000 | 63 |
| Number of Non-Managed Accounts | $939,000 | 76 |
| Total fiduciary and related assets | $4,852,549,000 | 68 |
| Managed Assets ($) | $2,883,396,000 | 62 |
| Non-managed Assets ($) | $1,969,153,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,023,000 | 70 |
| 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 | $3,464,000 | 71 |
| Number of Managed Accounts | $2,546,000 | 63 |
| Number of Non-Managed Accounts | $918,000 | 69 |
| Total fiduciary and related assets | $4,930,084,000 | 68 |
| Managed Assets ($) | $2,959,304,000 | 60 |
| Non-managed Assets ($) | $1,970,780,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,327,000 | 70 |
| 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 | $3,492,000 | 73 |
| Number of Managed Accounts | $2,550,000 | 63 |
| Number of Non-Managed Accounts | $942,000 | 66 |
| Total fiduciary and related assets | $4,618,753,000 | 69 |
| Managed Assets ($) | $2,751,459,000 | 61 |
| Non-managed Assets ($) | $1,867,294,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,980,000 | 69 |
| 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 | $3,481,000 | 75 |
| Number of Managed Accounts | $2,559,000 | 63 |
| Number of Non-Managed Accounts | $922,000 | 65 |
| Total fiduciary and related assets | $4,661,453,000 | 68 |
| Managed Assets ($) | $2,806,936,000 | 61 |
| Non-managed Assets ($) | $1,854,517,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,524,000 | 69 |
| 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 | $3,539,000 | 74 |
| Number of Managed Accounts | $2,582,000 | 62 |
| Number of Non-Managed Accounts | $957,000 | 68 |
| Total fiduciary and related assets | $4,479,029,000 | 69 |
| Managed Assets ($) | $2,738,457,000 | 60 |
| Non-managed Assets ($) | $1,740,572,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,675,000 | 59 |
| 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 | $3,553,000 | 73 |
| Number of Managed Accounts | $2,588,000 | 65 |
| Number of Non-Managed Accounts | $965,000 | 61 |
| Total fiduciary and related assets | $4,267,617,000 | 71 |
| Managed Assets ($) | $2,630,571,000 | 62 |
| Non-managed Assets ($) | $1,637,046,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,379,000 | 60 |
| 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 | $3,569,000 | 72 |
| Number of Managed Accounts | $2,612,000 | 64 |
| Number of Non-Managed Accounts | $957,000 | 63 |
| Total fiduciary and related assets | $4,432,877,000 | 73 |
| Managed Assets ($) | $2,632,797,000 | 67 |
| Non-managed Assets ($) | $1,800,080,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,101,000 | 61 |
| 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 | $4,042,000 | 66 |
| Number of Managed Accounts | $3,056,000 | 54 |
| Number of Non-Managed Accounts | $986,000 | 64 |
| Total fiduciary and related assets | $4,655,446,000 | 69 |
| Managed Assets ($) | $2,802,749,000 | 61 |
| Non-managed Assets ($) | $1,852,697,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,531,000 | 58 |
| 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 | $3,936,000 | 69 |
| Number of Managed Accounts | $2,847,000 | 58 |
| Number of Non-Managed Accounts | $1,089,000 | 67 |
| Total fiduciary and related assets | $4,505,529,000 | 72 |
| Managed Assets ($) | $2,797,800,000 | 61 |
| Non-managed Assets ($) | $1,707,729,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,141,000 | 60 |
| 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 | $3,969,000 | 66 |
| Number of Managed Accounts | $2,805,000 | 58 |
| Number of Non-Managed Accounts | $1,164,000 | 59 |
| Total fiduciary and related assets | $4,260,698,000 | 73 |
| Managed Assets ($) | $2,650,368,000 | 62 |
| Non-managed Assets ($) | $1,610,330,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,690,000 | 60 |
| 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 | $3,971,000 | 68 |
| Number of Managed Accounts | $2,802,000 | 58 |
| Number of Non-Managed Accounts | $1,169,000 | 62 |
| Total fiduciary and related assets | $4,141,011,000 | 73 |
| Managed Assets ($) | $2,557,740,000 | 62 |
| Non-managed Assets ($) | $1,583,271,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,550,000 | 59 |
| 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 | $4,040,000 | 70 |
| Number of Managed Accounts | $2,777,000 | 57 |
| Number of Non-Managed Accounts | $1,263,000 | 60 |
| Total fiduciary and related assets | $4,334,233,000 | 72 |
| Managed Assets ($) | $2,563,706,000 | 60 |
| Non-managed Assets ($) | $1,770,527,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,236,000 | 57 |
| 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 | $4,053,000 | 75 |
| Number of Managed Accounts | $2,789,000 | 59 |
| Number of Non-Managed Accounts | $1,264,000 | 67 |
| Total fiduciary and related assets | $4,190,800,000 | 73 |
| Managed Assets ($) | $2,538,704,000 | 63 |
| Non-managed Assets ($) | $1,652,096,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,427,000 | 59 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,685 |
| Fiduciary or related activity | $0 | 1,605 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,353 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,701 |
| Fiduciary or related activity | $0 | 1,617 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,340 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,711 |
| Fiduciary or related activity | $0 | 1,627 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,285 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,723 |
| Fiduciary or related activity | $0 | 1,634 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $0 | 1,618 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,749 |
| Fiduciary or related activity | $0 | 1,659 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,405 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,767 |
| Fiduciary or related activity | $0 | 1,672 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,395 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,777 |
| Fiduciary or related activity | $0 | 1,684 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,326 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,713 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,876 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $958,000 | 431 |
| 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 | $11,767,000 | 106 |
| 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 | $10,882,000 | 129 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $9,072,000 | 147 |
| 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 | $7,598,000 | 162 |
| 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 | $6,767,000 | 185 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $6,444,000 | 209 |
| 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 | $5,861,000 | 208 |
| 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 | $5,532,000 | 215 |
| 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 | $4,696,000 | 224 |