Home > Hancock Whitney Bank > Fiduciary and Related Services
Hancock Whitney 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 | $5,833,000 | 61 |
| Number of Managed Accounts | $3,118,000 | 72 |
| Number of Non-Managed Accounts | $2,715,000 | 39 |
| Total fiduciary and related assets | $22,261,409,000 | 53 |
| Managed Assets ($) | $9,712,713,000 | 50 |
| Non-managed Assets ($) | $12,548,696,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,565,000 | 53 |
| 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 | $5,832,000 | 62 |
| Number of Managed Accounts | $3,114,000 | 73 |
| Number of Non-Managed Accounts | $2,718,000 | 37 |
| Total fiduciary and related assets | $22,040,463,000 | 50 |
| Managed Assets ($) | $9,277,813,000 | 50 |
| Non-managed Assets ($) | $12,762,650,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,720,000 | 56 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | NA | NA |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 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 | $5,835,000 | 63 |
| Number of Managed Accounts | $3,169,000 | 76 |
| Number of Non-Managed Accounts | $2,666,000 | 40 |
| Total fiduciary and related assets | $22,758,775,000 | 54 |
| Managed Assets ($) | $9,342,869,000 | 51 |
| Non-managed Assets ($) | $13,415,906,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,734,000 | 57 |
| 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 | $5,579,000 | 66 |
| Number of Managed Accounts | $3,177,000 | 76 |
| Number of Non-Managed Accounts | $2,402,000 | 42 |
| Total fiduciary and related assets | $20,840,952,000 | 54 |
| Managed Assets ($) | $9,099,326,000 | 52 |
| Non-managed Assets ($) | $11,741,626,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,146,000 | 55 |
| 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 | $5,595,000 | 65 |
| Number of Managed Accounts | $3,185,000 | 75 |
| Number of Non-Managed Accounts | $2,410,000 | 40 |
| Total fiduciary and related assets | $20,172,730,000 | 54 |
| Managed Assets ($) | $8,674,187,000 | 53 |
| Non-managed Assets ($) | $11,498,543,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,650,000 | 56 |
| 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 | $4,891,000 | 59 |
| Number of Managed Accounts | $3,229,000 | 69 |
| Number of Non-Managed Accounts | $1,662,000 | 41 |
| Total fiduciary and related assets | $19,990,128,000 | 44 |
| Managed Assets ($) | $8,836,586,000 | 45 |
| Non-managed Assets ($) | $11,153,542,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,600,000 | 48 |
| 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 | $4,884,000 | 59 |
| Number of Managed Accounts | $3,221,000 | 69 |
| Number of Non-Managed Accounts | $1,663,000 | 42 |
| Total fiduciary and related assets | $18,171,679,000 | 47 |
| Managed Assets ($) | $9,473,473,000 | 45 |
| Non-managed Assets ($) | $8,698,206,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,285,000 | 49 |
| 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 | $4,902,000 | 58 |
| Number of Managed Accounts | $3,235,000 | 67 |
| Number of Non-Managed Accounts | $1,667,000 | 43 |
| Total fiduciary and related assets | $17,848,006,000 | 47 |
| Managed Assets ($) | $9,838,518,000 | 44 |
| Non-managed Assets ($) | $8,009,488,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,925,000 | 47 |
| 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 | $4,865,000 | 57 |
| Number of Managed Accounts | $3,205,000 | 67 |
| Number of Non-Managed Accounts | $1,660,000 | 42 |
| Total fiduciary and related assets | $16,416,200,000 | 48 |
| Managed Assets ($) | $9,455,583,000 | 44 |
| Non-managed Assets ($) | $6,960,617,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,372,000 | 47 |
| 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 | $4,876,000 | 58 |
| Number of Managed Accounts | $3,226,000 | 69 |
| Number of Non-Managed Accounts | $1,650,000 | 43 |
| Total fiduciary and related assets | $17,140,858,000 | 48 |
| Managed Assets ($) | $10,110,137,000 | 42 |
| Non-managed Assets ($) | $7,030,721,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,325,000 | 46 |
| 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 | $4,499,000 | 63 |
| Number of Managed Accounts | $3,259,000 | 68 |
| Number of Non-Managed Accounts | $1,240,000 | 49 |
| Total fiduciary and related assets | $16,668,595,000 | 48 |
| Managed Assets ($) | $9,704,772,000 | 43 |
| Non-managed Assets ($) | $6,963,823,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,012,000 | 49 |
| 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 | $4,294,000 | 69 |
| Number of Managed Accounts | $3,500,000 | 65 |
| Number of Non-Managed Accounts | $794,000 | 70 |
| Total fiduciary and related assets | $16,408,918,000 | 50 |
| Managed Assets ($) | $9,520,677,000 | 43 |
| Non-managed Assets ($) | $6,888,241,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,215,000 | 45 |
| 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 | $4,272,000 | 69 |
| Number of Managed Accounts | $3,491,000 | 64 |
| Number of Non-Managed Accounts | $781,000 | 66 |
| Total fiduciary and related assets | $15,043,334,000 | 49 |
| Managed Assets ($) | $9,014,982,000 | 41 |
| Non-managed Assets ($) | $6,028,352,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,408,000 | 45 |
| 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 | $4,351,000 | 66 |
| Number of Managed Accounts | $3,567,000 | 61 |
| Number of Non-Managed Accounts | $784,000 | 66 |
| Total fiduciary and related assets | $14,045,773,000 | 49 |
| Managed Assets ($) | $8,842,984,000 | 39 |
| Non-managed Assets ($) | $5,202,789,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,978,000 | 45 |
| 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 | $4,418,000 | 63 |
| Number of Managed Accounts | $3,614,000 | 59 |
| Number of Non-Managed Accounts | $804,000 | 65 |
| Total fiduciary and related assets | $13,732,265,000 | 49 |
| Managed Assets ($) | $8,314,842,000 | 40 |
| Non-managed Assets ($) | $5,417,423,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,811,000 | 44 |
| 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 | $4,473,000 | 60 |
| Number of Managed Accounts | $3,630,000 | 57 |
| Number of Non-Managed Accounts | $843,000 | 70 |
| Total fiduciary and related assets | $15,047,056,000 | 49 |
| Managed Assets ($) | $9,391,516,000 | 39 |
| Non-managed Assets ($) | $5,655,540,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,633,000 | 43 |
| 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 | $4,484,000 | 62 |
| Number of Managed Accounts | $3,654,000 | 59 |
| Number of Non-Managed Accounts | $830,000 | 69 |
| Total fiduciary and related assets | $14,857,801,000 | 51 |
| Managed Assets ($) | $9,328,879,000 | 41 |
| Non-managed Assets ($) | $5,528,922,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,144,000 | 44 |
| 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 | $4,539,000 | 62 |
| Number of Managed Accounts | $3,704,000 | 58 |
| Number of Non-Managed Accounts | $835,000 | 71 |
| Total fiduciary and related assets | $15,090,614,000 | 48 |
| Managed Assets ($) | $9,419,492,000 | 40 |
| Non-managed Assets ($) | $5,671,122,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,040,000 | 44 |
| 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 | $4,611,000 | 61 |
| Number of Managed Accounts | $3,715,000 | 56 |
| Number of Non-Managed Accounts | $896,000 | 69 |
| Total fiduciary and related assets | $15,435,176,000 | 48 |
| Managed Assets ($) | $9,340,456,000 | 40 |
| Non-managed Assets ($) | $6,094,720,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,130,000 | 43 |
| 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 | $4,728,000 | 63 |
| Number of Managed Accounts | $3,794,000 | 56 |
| Number of Non-Managed Accounts | $934,000 | 68 |
| Total fiduciary and related assets | $14,795,819,000 | 46 |
| Managed Assets ($) | $8,594,966,000 | 40 |
| Non-managed Assets ($) | $6,200,853,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,512,000 | 45 |
| 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 | $4,765,000 | 61 |
| Number of Managed Accounts | $3,815,000 | 55 |
| Number of Non-Managed Accounts | $950,000 | 63 |
| Total fiduciary and related assets | $15,876,919,000 | 47 |
| Managed Assets ($) | $9,527,408,000 | 38 |
| Non-managed Assets ($) | $6,349,511,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,744,000 | 47 |
| 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 | $3,186,000 | 81 |
| Number of Managed Accounts | $2,439,000 | 82 |
| Number of Non-Managed Accounts | $747,000 | 74 |
| Total fiduciary and related assets | $10,845,274,000 | 53 |
| Managed Assets ($) | $5,911,739,000 | 49 |
| Non-managed Assets ($) | $4,933,535,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,001,000 | 53 |
| 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 | $3,150,000 | 82 |
| Number of Managed Accounts | $2,402,000 | 83 |
| Number of Non-Managed Accounts | $748,000 | 74 |
| Total fiduciary and related assets | $10,894,679,000 | 54 |
| Managed Assets ($) | $5,886,243,000 | 49 |
| Non-managed Assets ($) | $5,008,436,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,341,000 | 54 |
| 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 | $3,218,000 | 81 |
| Number of Managed Accounts | $2,398,000 | 82 |
| Number of Non-Managed Accounts | $820,000 | 78 |
| Total fiduciary and related assets | $11,204,956,000 | 54 |
| Managed Assets ($) | $5,948,068,000 | 48 |
| Non-managed Assets ($) | $5,256,888,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,550,000 | 50 |
| 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 | $3,205,000 | 80 |
| Number of Managed Accounts | $2,386,000 | 84 |
| Number of Non-Managed Accounts | $819,000 | 69 |
| Total fiduciary and related assets | $11,345,086,000 | 54 |
| Managed Assets ($) | $5,890,539,000 | 48 |
| Non-managed Assets ($) | $5,454,547,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,459,000 | 50 |
| 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 | $3,200,000 | 78 |
| Number of Managed Accounts | $2,366,000 | 81 |
| Number of Non-Managed Accounts | $834,000 | 68 |
| Total fiduciary and related assets | $11,108,658,000 | 54 |
| Managed Assets ($) | $5,911,838,000 | 47 |
| Non-managed Assets ($) | $5,196,820,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,717,000 | 48 |
| 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 | $3,207,000 | 76 |
| Number of Managed Accounts | $2,368,000 | 80 |
| Number of Non-Managed Accounts | $839,000 | 66 |
| Total fiduciary and related assets | $10,325,054,000 | 54 |
| Managed Assets ($) | $5,910,197,000 | 47 |
| Non-managed Assets ($) | $4,414,857,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,211,000 | 48 |
| 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 | $3,197,000 | 79 |
| Number of Managed Accounts | $2,348,000 | 78 |
| Number of Non-Managed Accounts | $849,000 | 70 |
| Total fiduciary and related assets | $11,013,238,000 | 53 |
| Managed Assets ($) | $6,303,326,000 | 46 |
| Non-managed Assets ($) | $4,709,912,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,625,000 | 46 |
| 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 | $3,166,000 | 76 |
| Number of Managed Accounts | $2,352,000 | 76 |
| Number of Non-Managed Accounts | $814,000 | 67 |
| Total fiduciary and related assets | $10,981,361,000 | 53 |
| Managed Assets ($) | $6,169,948,000 | 46 |
| Non-managed Assets ($) | $4,811,413,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,854,000 | 46 |
| 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 | $3,143,000 | 77 |
| Number of Managed Accounts | $2,342,000 | 76 |
| Number of Non-Managed Accounts | $801,000 | 68 |
| Total fiduciary and related assets | $10,911,054,000 | 53 |
| Managed Assets ($) | $6,139,033,000 | 45 |
| Non-managed Assets ($) | $4,772,021,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,333,000 | 46 |
| 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 | $3,127,000 | 79 |
| Number of Managed Accounts | $2,331,000 | 78 |
| Number of Non-Managed Accounts | $796,000 | 68 |
| Total fiduciary and related assets | $11,828,139,000 | 52 |
| Managed Assets ($) | $6,114,720,000 | 45 |
| Non-managed Assets ($) | $5,713,419,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,233,000 | 48 |
| 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 | $3,133,000 | 79 |
| Number of Managed Accounts | $2,338,000 | 75 |
| Number of Non-Managed Accounts | $795,000 | 76 |
| Total fiduciary and related assets | $12,080,236,000 | 50 |
| Managed Assets ($) | $6,131,768,000 | 44 |
| Non-managed Assets ($) | $5,948,468,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,668,000 | 47 |
| 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 | $3,130,000 | 77 |
| Number of Managed Accounts | $2,361,000 | 75 |
| Number of Non-Managed Accounts | $769,000 | 71 |
| Total fiduciary and related assets | $11,958,319,000 | 48 |
| Managed Assets ($) | $6,049,091,000 | 45 |
| Non-managed Assets ($) | $5,909,228,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,369,000 | 47 |
| 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 | $3,115,000 | 80 |
| Number of Managed Accounts | $2,367,000 | 75 |
| Number of Non-Managed Accounts | $748,000 | 72 |
| Total fiduciary and related assets | $12,393,150,000 | 49 |
| Managed Assets ($) | $6,353,978,000 | 47 |
| Non-managed Assets ($) | $6,039,172,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,014,000 | 48 |
| 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 | $3,113,000 | 81 |
| Number of Managed Accounts | $2,366,000 | 74 |
| Number of Non-Managed Accounts | $747,000 | 73 |
| Total fiduciary and related assets | $12,956,139,000 | 47 |
| Managed Assets ($) | $6,405,985,000 | 47 |
| Non-managed Assets ($) | $6,550,154,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,210,000 | 50 |
| 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 | $3,191,000 | 79 |
| Number of Managed Accounts | $2,326,000 | 76 |
| Number of Non-Managed Accounts | $865,000 | 74 |
| Total fiduciary and related assets | $11,831,464,000 | 50 |
| Managed Assets ($) | $6,441,264,000 | 47 |
| Non-managed Assets ($) | $5,390,200,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,867,000 | 48 |
| 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 | $3,199,000 | 76 |
| Number of Managed Accounts | $2,345,000 | 75 |
| Number of Non-Managed Accounts | $854,000 | 71 |
| Total fiduciary and related assets | $11,257,593,000 | 50 |
| Managed Assets ($) | $6,442,347,000 | 46 |
| Non-managed Assets ($) | $4,815,246,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,299,000 | 48 |
| 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 | $3,190,000 | 77 |
| Number of Managed Accounts | $2,356,000 | 73 |
| Number of Non-Managed Accounts | $834,000 | 71 |
| Total fiduciary and related assets | $11,232,362,000 | 50 |
| Managed Assets ($) | $6,580,506,000 | 46 |
| Non-managed Assets ($) | $4,651,856,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,758,000 | 48 |
| 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 | $3,100,000 | 82 |
| Number of Managed Accounts | $2,361,000 | 74 |
| Number of Non-Managed Accounts | $739,000 | 79 |
| Total fiduciary and related assets | $10,987,514,000 | 51 |
| Managed Assets ($) | $6,280,762,000 | 47 |
| Non-managed Assets ($) | $4,706,752,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,249,000 | 50 |
| 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 | $1,336,000 | 176 |
| Number of Managed Accounts | $1,037,000 | 164 |
| Number of Non-Managed Accounts | $299,000 | 151 |
| Total fiduciary and related assets | $5,679,582,000 | 66 |
| Managed Assets ($) | $3,445,426,000 | 60 |
| Non-managed Assets ($) | $2,234,156,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,206,000 | 73 |
| 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 | $1,359,000 | 163 |
| Number of Managed Accounts | $1,059,000 | 152 |
| Number of Non-Managed Accounts | $300,000 | 121 |
| Total fiduciary and related assets | $5,461,946,000 | 68 |
| Managed Assets ($) | $3,175,901,000 | 62 |
| Non-managed Assets ($) | $2,286,045,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,438,000 | 73 |
| 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 | $1,390,000 | 156 |
| Number of Managed Accounts | $1,085,000 | 145 |
| Number of Non-Managed Accounts | $305,000 | 122 |
| Total fiduciary and related assets | $5,494,984,000 | 68 |
| Managed Assets ($) | $3,027,945,000 | 62 |
| Non-managed Assets ($) | $2,467,039,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,147,000 | 74 |
| 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 | $1,417,000 | 154 |
| Number of Managed Accounts | $1,104,000 | 143 |
| Number of Non-Managed Accounts | $313,000 | 122 |
| Total fiduciary and related assets | $5,347,145,000 | 67 |
| Managed Assets ($) | $3,028,584,000 | 61 |
| Non-managed Assets ($) | $2,318,561,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,748,000 | 76 |
| 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 | $1,441,000 | 160 |
| Number of Managed Accounts | $1,099,000 | 146 |
| Number of Non-Managed Accounts | $342,000 | 144 |
| Total fiduciary and related assets | $5,230,646,000 | 67 |
| Managed Assets ($) | $2,909,357,000 | 61 |
| Non-managed Assets ($) | $2,321,289,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,329,000 | 89 |
| 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 | $1,454,000 | 147 |
| Number of Managed Accounts | $1,102,000 | 142 |
| Number of Non-Managed Accounts | $352,000 | 113 |
| Total fiduciary and related assets | $4,972,233,000 | 67 |
| Managed Assets ($) | $2,896,890,000 | 61 |
| Non-managed Assets ($) | $2,075,343,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,357,000 | 91 |
| 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 | $1,461,000 | 145 |
| Number of Managed Accounts | $1,092,000 | 143 |
| Number of Non-Managed Accounts | $369,000 | 114 |
| Total fiduciary and related assets | $4,844,513,000 | 68 |
| Managed Assets ($) | $2,698,013,000 | 63 |
| Non-managed Assets ($) | $2,146,500,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,784,000 | 90 |
| 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 | $1,467,000 | 145 |
| Number of Managed Accounts | $1,095,000 | 139 |
| Number of Non-Managed Accounts | $372,000 | 111 |
| Total fiduciary and related assets | $4,956,037,000 | 67 |
| Managed Assets ($) | $2,811,430,000 | 60 |
| Non-managed Assets ($) | $2,144,607,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,056,000 | 96 |
| 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 | $1,177,000 | 178 |
| Number of Managed Accounts | $803,000 | 180 |
| Number of Non-Managed Accounts | $374,000 | 139 |
| Total fiduciary and related assets | $4,670,367,000 | 67 |
| Managed Assets ($) | $2,378,973,000 | 66 |
| Non-managed Assets ($) | $2,291,394,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,417,000 | 87 |
| 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 | $1,164,000 | 170 |
| Number of Managed Accounts | $777,000 | 182 |
| Number of Non-Managed Accounts | $387,000 | 111 |
| Total fiduciary and related assets | $4,505,356,000 | 70 |
| Managed Assets ($) | $2,211,910,000 | 70 |
| Non-managed Assets ($) | $2,293,446,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,556,000 | 88 |
| 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 | $1,193,000 | 169 |
| Number of Managed Accounts | $774,000 | 184 |
| Number of Non-Managed Accounts | $419,000 | 107 |
| Total fiduciary and related assets | $4,482,873,000 | 72 |
| Managed Assets ($) | $2,319,327,000 | 73 |
| Non-managed Assets ($) | $2,163,546,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,790,000 | 89 |
| 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 | $1,281,000 | 158 |
| Number of Managed Accounts | $820,000 | 171 |
| Number of Non-Managed Accounts | $461,000 | 101 |
| Total fiduciary and related assets | $4,505,872,000 | 72 |
| Managed Assets ($) | $2,351,074,000 | 72 |
| Non-managed Assets ($) | $2,154,798,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,715,000 | 90 |
| 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 | $1,290,000 | 172 |
| Number of Managed Accounts | $820,000 | 179 |
| Number of Non-Managed Accounts | $470,000 | 119 |
| Total fiduciary and related assets | $4,572,257,000 | 71 |
| Managed Assets ($) | $2,277,839,000 | 72 |
| Non-managed Assets ($) | $2,294,418,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,000,000 | 86 |
| 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 | $1,244,000 | 165 |
| Number of Managed Accounts | $775,000 | 183 |
| Number of Non-Managed Accounts | $469,000 | 104 |
| Total fiduciary and related assets | $4,303,262,000 | 72 |
| Managed Assets ($) | $2,101,442,000 | 74 |
| Non-managed Assets ($) | $2,201,820,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,208,000 | 85 |
| 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 | $1,237,000 | 164 |
| Number of Managed Accounts | $759,000 | 186 |
| Number of Non-Managed Accounts | $478,000 | 105 |
| Total fiduciary and related assets | $4,316,652,000 | 69 |
| Managed Assets ($) | $2,022,809,000 | 73 |
| Non-managed Assets ($) | $2,293,843,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,480,000 | 87 |
| 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 | $1,452,000 | 146 |
| Number of Managed Accounts | $744,000 | 189 |
| Number of Non-Managed Accounts | $708,000 | 86 |
| Total fiduciary and related assets | $4,511,998,000 | 69 |
| Managed Assets ($) | $2,174,423,000 | 72 |
| Non-managed Assets ($) | $2,337,575,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,561,000 | 89 |
| 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 | $1,412,000 | 158 |
| Number of Managed Accounts | $714,000 | 216 |
| Number of Non-Managed Accounts | $698,000 | 102 |
| Total fiduciary and related assets | $4,380,121,000 | 71 |
| Managed Assets ($) | $2,149,823,000 | 71 |
| Non-managed Assets ($) | $2,230,298,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,566,000 | 94 |
| 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 | $1,391,000 | 148 |
| Number of Managed Accounts | $690,000 | 207 |
| Number of Non-Managed Accounts | $701,000 | 88 |
| Total fiduciary and related assets | $4,360,749,000 | 73 |
| Managed Assets ($) | $2,127,295,000 | 73 |
| Non-managed Assets ($) | $2,233,454,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,022,000 | 96 |
| 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 | $1,418,000 | 147 |
| Number of Managed Accounts | $689,000 | 205 |
| Number of Non-Managed Accounts | $729,000 | 84 |
| Total fiduciary and related assets | $4,111,280,000 | 75 |
| Managed Assets ($) | $1,843,903,000 | 78 |
| Non-managed Assets ($) | $2,267,377,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,449,000 | 98 |
| 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 | $1,430,000 | 146 |
| Number of Managed Accounts | $702,000 | 202 |
| Number of Non-Managed Accounts | $728,000 | 84 |
| Total fiduciary and related assets | $4,083,948,000 | 73 |
| Managed Assets ($) | $1,775,815,000 | 77 |
| Non-managed Assets ($) | $2,308,133,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,058,000 | 100 |
| 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 | $1,476,000 | 153 |
| Number of Managed Accounts | $701,000 | 217 |
| Number of Non-Managed Accounts | $775,000 | 99 |
| Total fiduciary and related assets | $4,170,116,000 | 74 |
| Managed Assets ($) | $1,836,937,000 | 81 |
| Non-managed Assets ($) | $2,333,179,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,011,000 | 93 |
| 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 | $1,471,000 | 143 |
| Number of Managed Accounts | $691,000 | 202 |
| Number of Non-Managed Accounts | $780,000 | 86 |
| Total fiduciary and related assets | $4,339,578,000 | 77 |
| Managed Assets ($) | $1,977,014,000 | 80 |
| Non-managed Assets ($) | $2,362,564,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,645,000 | 94 |
| 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 | $1,490,000 | 145 |
| Number of Managed Accounts | $703,000 | 207 |
| Number of Non-Managed Accounts | $787,000 | 86 |
| Total fiduciary and related assets | $4,571,175,000 | 81 |
| Managed Assets ($) | $1,981,080,000 | 86 |
| Non-managed Assets ($) | $2,590,095,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,821,000 | 96 |
| 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 | $1,481,000 | 146 |
| Number of Managed Accounts | $694,000 | 210 |
| Number of Non-Managed Accounts | $787,000 | 84 |
| Total fiduciary and related assets | $4,633,245,000 | 80 |
| Managed Assets ($) | $1,926,164,000 | 89 |
| Non-managed Assets ($) | $2,707,081,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,817,000 | 96 |
| 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 | $1,765,000 | 132 |
| Number of Managed Accounts | $977,000 | 164 |
| Number of Non-Managed Accounts | $788,000 | 95 |
| Total fiduciary and related assets | $4,716,267,000 | 78 |
| Managed Assets ($) | $1,997,059,000 | 87 |
| Non-managed Assets ($) | $2,719,208,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,587,000 | 97 |
| 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 | $1,428,000 | 150 |
| Number of Managed Accounts | $663,000 | 214 |
| Number of Non-Managed Accounts | $765,000 | 83 |
| Total fiduciary and related assets | $4,512,647,000 | 80 |
| Managed Assets ($) | $1,926,916,000 | 89 |
| Non-managed Assets ($) | $2,585,731,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,759,000 | 99 |
| 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 | $1,425,000 | 154 |
| Number of Managed Accounts | $658,000 | 218 |
| Number of Non-Managed Accounts | $767,000 | 81 |
| Total fiduciary and related assets | $4,462,585,000 | 83 |
| Managed Assets ($) | $1,930,798,000 | 90 |
| Non-managed Assets ($) | $2,531,787,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,155,000 | 102 |
| 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 | $1,415,000 | 153 |
| Number of Managed Accounts | $646,000 | 217 |
| Number of Non-Managed Accounts | $769,000 | 82 |
| Total fiduciary and related assets | $4,257,194,000 | 83 |
| Managed Assets ($) | $1,935,025,000 | 88 |
| Non-managed Assets ($) | $2,322,169,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,458,000 | 103 |
| 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 | $1,437,000 | 159 |
| Number of Managed Accounts | $645,000 | 231 |
| Number of Non-Managed Accounts | $792,000 | 94 |
| Total fiduciary and related assets | $4,105,818,000 | 82 |
| Managed Assets ($) | $1,810,823,000 | 86 |
| Non-managed Assets ($) | $2,294,995,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,977,000 | 106 |
| 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 | $1,409,000 | 156 |
| Number of Managed Accounts | $635,000 | 225 |
| Number of Non-Managed Accounts | $774,000 | 86 |
| Total fiduciary and related assets | $3,693,953,000 | 91 |
| Managed Assets ($) | $1,716,505,000 | 93 |
| Non-managed Assets ($) | $1,977,448,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,573,000 | 111 |
| 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 | $1,428,000 | 156 |
| Number of Managed Accounts | $633,000 | 228 |
| Number of Non-Managed Accounts | $795,000 | 86 |
| Total fiduciary and related assets | $3,511,215,000 | 97 |
| Managed Assets ($) | $1,665,560,000 | 100 |
| Non-managed Assets ($) | $1,845,655,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,443,000 | 115 |
| 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 | $1,399,000 | 161 |
| Number of Managed Accounts | $619,000 | 231 |
| Number of Non-Managed Accounts | $780,000 | 88 |
| Total fiduciary and related assets | $3,338,361,000 | 99 |
| Managed Assets ($) | $1,623,616,000 | 102 |
| Non-managed Assets ($) | $1,714,745,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,114,000 | 117 |
| 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 | $1,358,000 | 171 |
| Number of Managed Accounts | $594,000 | 254 |
| Number of Non-Managed Accounts | $764,000 | 103 |
| Total fiduciary and related assets | $3,269,080,000 | 97 |
| Managed Assets ($) | $1,523,287,000 | 101 |
| Non-managed Assets ($) | $1,745,793,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,391,000 | 123 |
| 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 | $1,347,000 | 159 |
| Number of Managed Accounts | $603,000 | 229 |
| Number of Non-Managed Accounts | $744,000 | 88 |
| Total fiduciary and related assets | $3,049,663,000 | 101 |
| Managed Assets ($) | $1,459,503,000 | 103 |
| Non-managed Assets ($) | $1,590,160,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,385,000 | 124 |
| 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 | $1,312,000 | 165 |
| Number of Managed Accounts | $591,000 | 233 |
| Number of Non-Managed Accounts | $721,000 | 94 |
| Total fiduciary and related assets | $2,962,834,000 | 99 |
| Managed Assets ($) | $1,419,879,000 | 101 |
| Non-managed Assets ($) | $1,542,955,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,562,000 | 120 |
| 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 | $1,279,000 | 168 |
| Number of Managed Accounts | $575,000 | 242 |
| Number of Non-Managed Accounts | $704,000 | 98 |
| Total fiduciary and related assets | $2,853,823,000 | 108 |
| Managed Assets ($) | $1,340,455,000 | 109 |
| Non-managed Assets ($) | $1,513,368,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,697,000 | 132 |
| 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 | $1,296,000 | 180 |
| Number of Managed Accounts | $579,000 | 249 |
| Number of Non-Managed Accounts | $717,000 | 111 |
| Total fiduciary and related assets | $2,777,141,000 | 112 |
| Managed Assets ($) | $1,222,178,000 | 113 |
| Non-managed Assets ($) | $1,554,963,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,693,000 | 142 |
| 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 | $1,293,000 | 168 |
| Number of Managed Accounts | $601,000 | 228 |
| Number of Non-Managed Accounts | $692,000 | 97 |
| Total fiduciary and related assets | $2,620,388,000 | 114 |
| Managed Assets ($) | $1,090,229,000 | 117 |
| Non-managed Assets ($) | $1,530,159,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,114,000 | 144 |
| 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 | $1,157,000 | 186 |
| Number of Managed Accounts | $780,000 | 191 |
| Number of Non-Managed Accounts | $377,000 | 134 |
| Total fiduciary and related assets | $2,601,994,000 | 116 |
| Managed Assets ($) | $1,089,705,000 | 116 |
| Non-managed Assets ($) | $1,512,289,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,669,000 | 151 |
| 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 | $1,335,000 | 162 |
| Number of Managed Accounts | $779,000 | 191 |
| Number of Non-Managed Accounts | $556,000 | 115 |
| Total fiduciary and related assets | $2,485,251,000 | 116 |
| Managed Assets ($) | $911,879,000 | 130 |
| Non-managed Assets ($) | $1,573,372,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,256,000 | 155 |
| 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 | $1,305,000 | 179 |
| Number of Managed Accounts | $765,000 | 202 |
| Number of Non-Managed Accounts | $540,000 | 147 |
| Total fiduciary and related assets | $2,356,545,000 | 122 |
| Managed Assets ($) | $903,517,000 | 135 |
| Non-managed Assets ($) | $1,453,028,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,869,000 | 154 |
| 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 | $1,304,000 | 176 |
| Number of Managed Accounts | $763,000 | 197 |
| Number of Non-Managed Accounts | $541,000 | 132 |
| Total fiduciary and related assets | $2,327,563,000 | 123 |
| Managed Assets ($) | $857,880,000 | 142 |
| Non-managed Assets ($) | $1,469,683,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,717,000 | 160 |
| 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 | $1,292,000 | 178 |
| Number of Managed Accounts | $791,000 | 196 |
| Number of Non-Managed Accounts | $501,000 | 138 |
| Total fiduciary and related assets | $2,279,468,000 | 126 |
| Managed Assets ($) | $792,963,000 | 147 |
| Non-managed Assets ($) | $1,486,505,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,512,000 | 163 |
| 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 | $1,292,000 | 185 |
| Number of Managed Accounts | $791,000 | 205 |
| Number of Non-Managed Accounts | $501,000 | 139 |
| Total fiduciary and related assets | $2,309,938,000 | 124 |
| Managed Assets ($) | $790,408,000 | 150 |
| Non-managed Assets ($) | $1,519,530,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,250,000 | 169 |
| 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 | $1,289,000 | 202 |
| Number of Managed Accounts | $791,000 | 218 |
| Number of Non-Managed Accounts | $498,000 | 158 |
| Total fiduciary and related assets | $2,229,746,000 | 125 |
| Managed Assets ($) | $759,377,000 | 152 |
| Non-managed Assets ($) | $1,470,369,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,654,000 | 173 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,162,000 | 203 |
| Number of Managed Accounts | $726,000 | 215 |
| Number of Non-Managed Accounts | $436,000 | 160 |
| Total fiduciary and related assets | $1,331,584,000 | 148 |
| Managed Assets ($) | $706,698,000 | 153 |
| Non-managed Assets ($) | $624,886,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,879,000 | 197 |
| 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 | $3,414,000 | 210 |
| 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 | $2,402,000 | 297 |
| 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 | $1,842,000 | 337 |
| 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 | $1,750,000 | 346 |
| 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 | $1,425,000 | 417 |
| 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 | $1,421,000 | 453 |
| 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 | $1,314,000 | 456 |
| 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 | $1,417,000 | 460 |
| 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 | $1,169,000 | 512 |