Home > Johnson Bank > Fiduciary and Related Services
Johnson 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 | $1,507,000 | 172 |
| Number of Managed Accounts | $1,233,000 | 165 |
| Number of Non-Managed Accounts | $274,000 | 132 |
| Total fiduciary and related assets | $5,291,943,000 | 109 |
| Managed Assets ($) | $3,979,806,000 | 90 |
| Non-managed Assets ($) | $1,312,137,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,550,000 | 117 |
| 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 | $1,908,000 | 141 |
| Number of Managed Accounts | $1,649,000 | 125 |
| Number of Non-Managed Accounts | $259,000 | 114 |
| Total fiduciary and related assets | $5,054,057,000 | 110 |
| Managed Assets ($) | $3,867,263,000 | 92 |
| Non-managed Assets ($) | $1,186,794,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,507,000 | 111 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,229,000 | 123 |
| Number of Managed Accounts | $1,973,000 | 107 |
| Number of Non-Managed Accounts | $256,000 | 128 |
| Total fiduciary and related assets | $5,733,035,000 | 102 |
| Managed Assets ($) | $4,283,378,000 | 81 |
| Non-managed Assets ($) | $1,449,657,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,040,000 | 108 |
| 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 | $3,434,000 | 95 |
| Number of Managed Accounts | $3,176,000 | 75 |
| Number of Non-Managed Accounts | $258,000 | 123 |
| Total fiduciary and related assets | $6,366,971,000 | 104 |
| Managed Assets ($) | $4,964,061,000 | 81 |
| Non-managed Assets ($) | $1,402,910,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,950,000 | 104 |
| 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 | $4,397,000 | 77 |
| Number of Managed Accounts | $4,131,000 | 60 |
| Number of Non-Managed Accounts | $266,000 | 140 |
| Total fiduciary and related assets | $6,675,929,000 | 97 |
| Managed Assets ($) | $5,311,672,000 | 75 |
| Non-managed Assets ($) | $1,364,257,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,559,000 | 90 |
| 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 | $5,897,000 | 63 |
| Number of Managed Accounts | $5,636,000 | 45 |
| Number of Non-Managed Accounts | $261,000 | 125 |
| Total fiduciary and related assets | $7,065,438,000 | 90 |
| Managed Assets ($) | $5,803,006,000 | 65 |
| Non-managed Assets ($) | $1,262,432,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,179,000 | 91 |
| 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 | $5,950,000 | 54 |
| Number of Managed Accounts | $5,703,000 | 40 |
| Number of Non-Managed Accounts | $247,000 | 119 |
| Total fiduciary and related assets | $7,423,015,000 | 68 |
| Managed Assets ($) | $6,071,114,000 | 53 |
| Non-managed Assets ($) | $1,351,901,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,790,000 | 71 |
| 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 | $5,995,000 | 53 |
| Number of Managed Accounts | $5,742,000 | 41 |
| Number of Non-Managed Accounts | $253,000 | 113 |
| Total fiduciary and related assets | $8,132,539,000 | 69 |
| Managed Assets ($) | $6,652,437,000 | 53 |
| Non-managed Assets ($) | $1,480,102,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,696,000 | 69 |
| 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 | $6,047,000 | 53 |
| Number of Managed Accounts | $5,795,000 | 40 |
| Number of Non-Managed Accounts | $252,000 | 132 |
| Total fiduciary and related assets | $8,607,703,000 | 68 |
| Managed Assets ($) | $6,979,820,000 | 51 |
| Non-managed Assets ($) | $1,627,883,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,847,000 | 69 |
| 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 | $6,049,000 | 51 |
| Number of Managed Accounts | $5,791,000 | 40 |
| Number of Non-Managed Accounts | $258,000 | 115 |
| Total fiduciary and related assets | $8,357,793,000 | 67 |
| Managed Assets ($) | $6,778,504,000 | 51 |
| Non-managed Assets ($) | $1,579,289,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,298,000 | 68 |
| 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 | $6,044,000 | 49 |
| Number of Managed Accounts | $5,788,000 | 40 |
| Number of Non-Managed Accounts | $256,000 | 119 |
| Total fiduciary and related assets | $8,328,162,000 | 65 |
| Managed Assets ($) | $6,744,743,000 | 52 |
| Non-managed Assets ($) | $1,583,419,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,091,000 | 68 |
| 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 | $6,080,000 | 49 |
| Number of Managed Accounts | $5,795,000 | 40 |
| Number of Non-Managed Accounts | $285,000 | 108 |
| Total fiduciary and related assets | $8,046,352,000 | 65 |
| Managed Assets ($) | $6,588,570,000 | 52 |
| Non-managed Assets ($) | $1,457,782,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,266,000 | 70 |
| 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 | $6,093,000 | 49 |
| Number of Managed Accounts | $5,794,000 | 39 |
| Number of Non-Managed Accounts | $299,000 | 121 |
| Total fiduciary and related assets | $7,979,431,000 | 66 |
| Managed Assets ($) | $6,492,412,000 | 54 |
| Non-managed Assets ($) | $1,487,019,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,409,000 | 69 |
| 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 | $6,163,000 | 50 |
| Number of Managed Accounts | $5,856,000 | 39 |
| Number of Non-Managed Accounts | $307,000 | 107 |
| Total fiduciary and related assets | $7,224,883,000 | 67 |
| Managed Assets ($) | $5,828,169,000 | 53 |
| Non-managed Assets ($) | $1,396,714,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,066,000 | 68 |
| 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 | $6,144,000 | 50 |
| Number of Managed Accounts | $5,839,000 | 39 |
| Number of Non-Managed Accounts | $305,000 | 113 |
| Total fiduciary and related assets | $7,098,641,000 | 67 |
| Managed Assets ($) | $5,726,364,000 | 51 |
| Non-managed Assets ($) | $1,372,277,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,095,000 | 67 |
| 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 | $6,143,000 | 50 |
| Number of Managed Accounts | $5,837,000 | 39 |
| Number of Non-Managed Accounts | $306,000 | 108 |
| Total fiduciary and related assets | $6,518,359,000 | 68 |
| Managed Assets ($) | $5,314,307,000 | 51 |
| Non-managed Assets ($) | $1,204,052,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,395,000 | 70 |
| 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 | $6,099,000 | 49 |
| Number of Managed Accounts | $5,773,000 | 40 |
| Number of Non-Managed Accounts | $326,000 | 119 |
| Total fiduciary and related assets | $7,234,923,000 | 66 |
| Managed Assets ($) | $5,795,143,000 | 52 |
| Non-managed Assets ($) | $1,439,780,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,298,000 | 67 |
| 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 | $5,904,000 | 51 |
| Number of Managed Accounts | $5,584,000 | 42 |
| Number of Non-Managed Accounts | $320,000 | 107 |
| Total fiduciary and related assets | $6,879,811,000 | 68 |
| Managed Assets ($) | $5,559,225,000 | 51 |
| Non-managed Assets ($) | $1,320,586,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,457,000 | 69 |
| 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 | $5,837,000 | 51 |
| Number of Managed Accounts | $5,516,000 | 42 |
| Number of Non-Managed Accounts | $321,000 | 109 |
| Total fiduciary and related assets | $6,872,979,000 | 66 |
| Managed Assets ($) | $5,557,413,000 | 50 |
| Non-managed Assets ($) | $1,315,566,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,004,000 | 69 |
| 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 | $5,769,000 | 52 |
| Number of Managed Accounts | $5,448,000 | 42 |
| Number of Non-Managed Accounts | $321,000 | 109 |
| Total fiduciary and related assets | $6,738,927,000 | 66 |
| Managed Assets ($) | $5,451,886,000 | 50 |
| Non-managed Assets ($) | $1,287,041,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,426,000 | 69 |
| 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 | $5,768,000 | 54 |
| Number of Managed Accounts | $5,448,000 | 43 |
| Number of Non-Managed Accounts | $320,000 | 124 |
| Total fiduciary and related assets | $6,247,277,000 | 69 |
| Managed Assets ($) | $5,129,263,000 | 50 |
| Non-managed Assets ($) | $1,118,014,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,923,000 | 68 |
| 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 | $5,734,000 | 53 |
| Number of Managed Accounts | $5,432,000 | 43 |
| Number of Non-Managed Accounts | $302,000 | 115 |
| Total fiduciary and related assets | $6,649,100,000 | 68 |
| Managed Assets ($) | $5,408,525,000 | 50 |
| Non-managed Assets ($) | $1,240,575,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,032,000 | 67 |
| 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 | $5,702,000 | 52 |
| Number of Managed Accounts | $5,404,000 | 42 |
| Number of Non-Managed Accounts | $298,000 | 116 |
| Total fiduciary and related assets | $6,491,131,000 | 69 |
| Managed Assets ($) | $5,314,059,000 | 50 |
| Non-managed Assets ($) | $1,177,072,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,473,000 | 67 |
| 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 | $5,650,000 | 56 |
| Number of Managed Accounts | $5,354,000 | 41 |
| Number of Non-Managed Accounts | $296,000 | 117 |
| Total fiduciary and related assets | $6,421,110,000 | 70 |
| Managed Assets ($) | $5,246,858,000 | 51 |
| Non-managed Assets ($) | $1,174,252,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,025,000 | 70 |
| 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 | $5,523,000 | 59 |
| Number of Managed Accounts | $5,228,000 | 42 |
| Number of Non-Managed Accounts | $295,000 | 131 |
| Total fiduciary and related assets | $6,380,542,000 | 71 |
| Managed Assets ($) | $5,206,883,000 | 52 |
| Non-managed Assets ($) | $1,173,659,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,026,000 | 68 |
| 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 | $5,480,000 | 58 |
| Number of Managed Accounts | $5,189,000 | 41 |
| Number of Non-Managed Accounts | $291,000 | 115 |
| Total fiduciary and related assets | $6,206,522,000 | 71 |
| Managed Assets ($) | $5,086,811,000 | 53 |
| Non-managed Assets ($) | $1,119,711,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,939,000 | 68 |
| 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 | $5,410,000 | 56 |
| Number of Managed Accounts | $5,123,000 | 40 |
| Number of Non-Managed Accounts | $287,000 | 115 |
| Total fiduciary and related assets | $5,921,958,000 | 70 |
| Managed Assets ($) | $4,854,559,000 | 53 |
| Non-managed Assets ($) | $1,067,399,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,049,000 | 68 |
| 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 | $5,358,000 | 56 |
| Number of Managed Accounts | $5,080,000 | 40 |
| Number of Non-Managed Accounts | $278,000 | 119 |
| Total fiduciary and related assets | $5,749,438,000 | 71 |
| Managed Assets ($) | $4,733,777,000 | 53 |
| Non-managed Assets ($) | $1,015,661,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,430,000 | 68 |
| 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 | $5,283,000 | 55 |
| Number of Managed Accounts | $5,005,000 | 39 |
| Number of Non-Managed Accounts | $278,000 | 139 |
| Total fiduciary and related assets | $5,531,919,000 | 72 |
| Managed Assets ($) | $4,588,301,000 | 52 |
| Non-managed Assets ($) | $943,618,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,369,000 | 68 |
| 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 | $5,240,000 | 54 |
| Number of Managed Accounts | $4,968,000 | 39 |
| Number of Non-Managed Accounts | $272,000 | 122 |
| Total fiduciary and related assets | $5,398,330,000 | 71 |
| Managed Assets ($) | $4,464,408,000 | 53 |
| Non-managed Assets ($) | $933,922,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,080,000 | 68 |
| 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 | $5,235,000 | 56 |
| Number of Managed Accounts | $4,964,000 | 38 |
| Number of Non-Managed Accounts | $271,000 | 123 |
| Total fiduciary and related assets | $5,229,902,000 | 72 |
| Managed Assets ($) | $4,352,689,000 | 54 |
| Non-managed Assets ($) | $877,213,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,795,000 | 69 |
| 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 | $5,135,000 | 56 |
| Number of Managed Accounts | $4,864,000 | 38 |
| Number of Non-Managed Accounts | $271,000 | 122 |
| Total fiduciary and related assets | $4,989,867,000 | 74 |
| Managed Assets ($) | $4,124,900,000 | 54 |
| Non-managed Assets ($) | $864,967,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,788,000 | 69 |
| 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 | $5,059,000 | 54 |
| Number of Managed Accounts | $4,790,000 | 38 |
| Number of Non-Managed Accounts | $269,000 | 145 |
| Total fiduciary and related assets | $4,840,556,000 | 73 |
| Managed Assets ($) | $3,970,614,000 | 53 |
| Non-managed Assets ($) | $869,942,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,325,000 | 72 |
| 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 | $4,968,000 | 53 |
| Number of Managed Accounts | $4,691,000 | 40 |
| Number of Non-Managed Accounts | $277,000 | 120 |
| Total fiduciary and related assets | $4,666,084,000 | 74 |
| Managed Assets ($) | $3,792,364,000 | 57 |
| Non-managed Assets ($) | $873,720,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,583,000 | 72 |
| 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 | $4,603,000 | 57 |
| Number of Managed Accounts | $4,351,000 | 46 |
| Number of Non-Managed Accounts | $252,000 | 128 |
| Total fiduciary and related assets | $4,700,958,000 | 75 |
| Managed Assets ($) | $3,758,581,000 | 61 |
| Non-managed Assets ($) | $942,377,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,064,000 | 73 |
| 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 | $4,545,000 | 60 |
| Number of Managed Accounts | $4,290,000 | 46 |
| Number of Non-Managed Accounts | $255,000 | 133 |
| Total fiduciary and related assets | $4,609,103,000 | 78 |
| Managed Assets ($) | $3,649,013,000 | 60 |
| Non-managed Assets ($) | $960,090,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,468,000 | 75 |
| 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 | $4,500,000 | 60 |
| Number of Managed Accounts | $4,244,000 | 45 |
| Number of Non-Managed Accounts | $256,000 | 159 |
| Total fiduciary and related assets | $4,472,330,000 | 77 |
| Managed Assets ($) | $3,549,601,000 | 60 |
| Non-managed Assets ($) | $922,729,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,239,000 | 75 |
| 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 | $4,528,000 | 58 |
| Number of Managed Accounts | $4,267,000 | 42 |
| Number of Non-Managed Accounts | $261,000 | 130 |
| Total fiduciary and related assets | $4,350,793,000 | 77 |
| Managed Assets ($) | $3,439,962,000 | 60 |
| Non-managed Assets ($) | $910,831,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,819,000 | 75 |
| 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 | $4,530,000 | 56 |
| Number of Managed Accounts | $4,268,000 | 41 |
| Number of Non-Managed Accounts | $262,000 | 129 |
| Total fiduciary and related assets | $4,340,374,000 | 76 |
| Managed Assets ($) | $3,409,512,000 | 59 |
| Non-managed Assets ($) | $930,862,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,463,000 | 75 |
| 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 | $4,525,000 | 57 |
| Number of Managed Accounts | $4,261,000 | 43 |
| Number of Non-Managed Accounts | $264,000 | 132 |
| Total fiduciary and related assets | $4,130,436,000 | 79 |
| Managed Assets ($) | $3,229,951,000 | 61 |
| Non-managed Assets ($) | $900,485,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,175,000 | 76 |
| 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 | $4,501,000 | 58 |
| Number of Managed Accounts | $4,238,000 | 43 |
| Number of Non-Managed Accounts | $263,000 | 162 |
| Total fiduciary and related assets | $4,074,435,000 | 80 |
| Managed Assets ($) | $3,200,323,000 | 62 |
| Non-managed Assets ($) | $874,112,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,156,000 | 75 |
| 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 | $6,157,000 | 47 |
| Number of Managed Accounts | $5,898,000 | 34 |
| Number of Non-Managed Accounts | $259,000 | 134 |
| Total fiduciary and related assets | $4,013,289,000 | 79 |
| Managed Assets ($) | $3,198,718,000 | 61 |
| Non-managed Assets ($) | $814,571,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,086,000 | 74 |
| 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 | $4,995,000 | 52 |
| Number of Managed Accounts | $4,733,000 | 35 |
| Number of Non-Managed Accounts | $262,000 | 136 |
| Total fiduciary and related assets | $3,881,763,000 | 79 |
| Managed Assets ($) | $3,204,253,000 | 61 |
| Non-managed Assets ($) | $677,510,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,053,000 | 75 |
| 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 | $5,280,000 | 50 |
| Number of Managed Accounts | $5,017,000 | 32 |
| Number of Non-Managed Accounts | $263,000 | 134 |
| Total fiduciary and related assets | $4,085,225,000 | 76 |
| Managed Assets ($) | $3,411,755,000 | 57 |
| Non-managed Assets ($) | $673,470,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,050,000 | 73 |
| 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 | $5,191,000 | 51 |
| Number of Managed Accounts | $4,924,000 | 33 |
| Number of Non-Managed Accounts | $267,000 | 176 |
| Total fiduciary and related assets | $3,872,566,000 | 74 |
| Managed Assets ($) | $3,236,566,000 | 60 |
| Non-managed Assets ($) | $636,000,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,262,000 | 78 |
| 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 | $5,089,000 | 49 |
| Number of Managed Accounts | $4,819,000 | 32 |
| Number of Non-Managed Accounts | $270,000 | 128 |
| Total fiduciary and related assets | $3,731,096,000 | 72 |
| Managed Assets ($) | $3,102,338,000 | 59 |
| Non-managed Assets ($) | $628,758,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,735,000 | 79 |
| 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 | $5,106,000 | 51 |
| Number of Managed Accounts | $4,831,000 | 34 |
| Number of Non-Managed Accounts | $275,000 | 130 |
| Total fiduciary and related assets | $3,661,139,000 | 73 |
| Managed Assets ($) | $2,952,985,000 | 59 |
| Non-managed Assets ($) | $708,154,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,424,000 | 79 |
| 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 | $5,136,000 | 53 |
| Number of Managed Accounts | $4,850,000 | 34 |
| Number of Non-Managed Accounts | $286,000 | 127 |
| Total fiduciary and related assets | $3,664,091,000 | 74 |
| Managed Assets ($) | $2,926,139,000 | 59 |
| Non-managed Assets ($) | $737,952,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,037,000 | 79 |
| 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 | $5,136,000 | 53 |
| Number of Managed Accounts | $4,822,000 | 35 |
| Number of Non-Managed Accounts | $314,000 | 154 |
| Total fiduciary and related assets | $3,546,477,000 | 74 |
| Managed Assets ($) | $2,856,306,000 | 58 |
| Non-managed Assets ($) | $690,171,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,232,000 | 67 |
| 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 | $5,160,000 | 55 |
| Number of Managed Accounts | $4,847,000 | 37 |
| Number of Non-Managed Accounts | $313,000 | 124 |
| Total fiduciary and related assets | $3,347,037,000 | 79 |
| Managed Assets ($) | $2,698,809,000 | 61 |
| Non-managed Assets ($) | $648,228,000 | 95 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,493,000 | 67 |
| 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 | $5,152,000 | 56 |
| Number of Managed Accounts | $4,839,000 | 36 |
| Number of Non-Managed Accounts | $313,000 | 123 |
| Total fiduciary and related assets | $3,553,691,000 | 80 |
| Managed Assets ($) | $2,816,345,000 | 62 |
| Non-managed Assets ($) | $737,346,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,452,000 | 68 |
| 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 | $5,110,000 | 56 |
| Number of Managed Accounts | $4,797,000 | 35 |
| Number of Non-Managed Accounts | $313,000 | 125 |
| Total fiduciary and related assets | $3,556,756,000 | 78 |
| Managed Assets ($) | $2,809,333,000 | 60 |
| Non-managed Assets ($) | $747,423,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,323,000 | 63 |
| 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 | $5,126,000 | 55 |
| Number of Managed Accounts | $4,814,000 | 37 |
| Number of Non-Managed Accounts | $312,000 | 160 |
| Total fiduciary and related assets | $3,477,509,000 | 79 |
| Managed Assets ($) | $2,768,399,000 | 62 |
| Non-managed Assets ($) | $709,110,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,554,000 | 71 |
| 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 | $5,065,000 | 54 |
| Number of Managed Accounts | $4,756,000 | 37 |
| Number of Non-Managed Accounts | $309,000 | 128 |
| Total fiduciary and related assets | $3,302,515,000 | 81 |
| Managed Assets ($) | $2,646,710,000 | 63 |
| Non-managed Assets ($) | $655,805,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,855,000 | 71 |
| 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 | $5,092,000 | 53 |
| Number of Managed Accounts | $4,783,000 | 37 |
| Number of Non-Managed Accounts | $309,000 | 129 |
| Total fiduciary and related assets | $3,154,577,000 | 82 |
| Managed Assets ($) | $2,552,554,000 | 63 |
| Non-managed Assets ($) | $602,023,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,085,000 | 72 |
| 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 | $5,089,000 | 52 |
| Number of Managed Accounts | $4,786,000 | 33 |
| Number of Non-Managed Accounts | $303,000 | 130 |
| Total fiduciary and related assets | $3,178,285,000 | 83 |
| Managed Assets ($) | $2,550,139,000 | 61 |
| Non-managed Assets ($) | $628,146,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,474,000 | 74 |
| 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 | $5,118,000 | 58 |
| Number of Managed Accounts | $4,824,000 | 36 |
| Number of Non-Managed Accounts | $294,000 | 182 |
| Total fiduciary and related assets | $3,070,761,000 | 83 |
| Managed Assets ($) | $2,481,757,000 | 66 |
| Non-managed Assets ($) | $589,004,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,937,000 | 77 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,925,000 | 59 |
| Number of Managed Accounts | $4,623,000 | 38 |
| Number of Non-Managed Accounts | $302,000 | 131 |
| Total fiduciary and related assets | $2,886,588,000 | 86 |
| Managed Assets ($) | $2,324,471,000 | 68 |
| Non-managed Assets ($) | $562,117,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,209,000 | 79 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,883,000 | 61 |
| Number of Managed Accounts | $4,584,000 | 42 |
| Number of Non-Managed Accounts | $299,000 | 133 |
| Total fiduciary and related assets | $2,640,801,000 | 92 |
| Managed Assets ($) | $2,161,371,000 | 69 |
| Non-managed Assets ($) | $479,430,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,888,000 | 85 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,970,000 | 58 |
| Number of Managed Accounts | $4,671,000 | 40 |
| Number of Non-Managed Accounts | $299,000 | 135 |
| Total fiduciary and related assets | $2,527,494,000 | 91 |
| Managed Assets ($) | $2,112,571,000 | 70 |
| Non-managed Assets ($) | $414,923,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,735,000 | 86 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,930,000 | 61 |
| Number of Managed Accounts | $4,638,000 | 40 |
| Number of Non-Managed Accounts | $292,000 | 185 |
| Total fiduciary and related assets | $2,581,594,000 | 97 |
| Managed Assets ($) | $2,163,730,000 | 73 |
| Non-managed Assets ($) | $417,864,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,182,000 | 85 |
| 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 | $4,916,000 | 58 |
| Number of Managed Accounts | $4,616,000 | 41 |
| Number of Non-Managed Accounts | $300,000 | 139 |
| Total fiduciary and related assets | $2,842,041,000 | 91 |
| Managed Assets ($) | $2,361,480,000 | 70 |
| Non-managed Assets ($) | $480,561,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,247,000 | 86 |
| 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 | $4,865,000 | 61 |
| Number of Managed Accounts | $4,577,000 | 41 |
| Number of Non-Managed Accounts | $288,000 | 146 |
| Total fiduciary and related assets | $3,032,389,000 | 94 |
| Managed Assets ($) | $2,501,240,000 | 72 |
| Non-managed Assets ($) | $531,149,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,837,000 | 87 |
| 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 | $4,783,000 | 61 |
| Number of Managed Accounts | $4,500,000 | 43 |
| Number of Non-Managed Accounts | $283,000 | 147 |
| Total fiduciary and related assets | $2,885,634,000 | 101 |
| Managed Assets ($) | $2,351,409,000 | 78 |
| Non-managed Assets ($) | $534,225,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,457,000 | 88 |
| 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 | $4,742,000 | 66 |
| Number of Managed Accounts | $4,463,000 | 42 |
| Number of Non-Managed Accounts | $279,000 | 197 |
| Total fiduciary and related assets | $2,904,207,000 | 99 |
| Managed Assets ($) | $2,333,635,000 | 78 |
| Non-managed Assets ($) | $570,572,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,859,000 | 94 |
| 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 | $4,685,000 | 63 |
| Number of Managed Accounts | $4,411,000 | 43 |
| Number of Non-Managed Accounts | $274,000 | 144 |
| Total fiduciary and related assets | $2,896,254,000 | 100 |
| Managed Assets ($) | $2,314,931,000 | 78 |
| Non-managed Assets ($) | $581,323,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,375,000 | 94 |
| 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 | $4,637,000 | 66 |
| Number of Managed Accounts | $4,366,000 | 45 |
| Number of Non-Managed Accounts | $271,000 | 146 |
| Total fiduciary and related assets | $2,844,155,000 | 104 |
| Managed Assets ($) | $2,272,557,000 | 79 |
| Non-managed Assets ($) | $571,598,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,997,000 | 104 |
| 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 | $1,190,000 | 179 |
| Number of Managed Accounts | $940,000 | 160 |
| Number of Non-Managed Accounts | $250,000 | 147 |
| Total fiduciary and related assets | $2,069,636,000 | 121 |
| Managed Assets ($) | $1,542,611,000 | 101 |
| Non-managed Assets ($) | $527,025,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,105,000 | 117 |
| 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 | $1,151,000 | 197 |
| Number of Managed Accounts | $907,000 | 170 |
| Number of Non-Managed Accounts | $244,000 | 209 |
| Total fiduciary and related assets | $2,015,906,000 | 120 |
| Managed Assets ($) | $1,517,558,000 | 100 |
| Non-managed Assets ($) | $498,348,000 | 132 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,622,000 | 117 |
| 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 | $1,125,000 | 188 |
| Number of Managed Accounts | $885,000 | 173 |
| Number of Non-Managed Accounts | $240,000 | 161 |
| Total fiduciary and related assets | $1,907,072,000 | 124 |
| Managed Assets ($) | $1,446,775,000 | 103 |
| Non-managed Assets ($) | $460,297,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,672,000 | 123 |
| 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 | $1,125,000 | 190 |
| Number of Managed Accounts | $888,000 | 177 |
| Number of Non-Managed Accounts | $237,000 | 168 |
| Total fiduciary and related assets | $1,827,147,000 | 132 |
| Managed Assets ($) | $1,390,487,000 | 106 |
| Non-managed Assets ($) | $436,660,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,919,000 | 124 |
| 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 | $976,000 | 213 |
| Number of Managed Accounts | $761,000 | 204 |
| Number of Non-Managed Accounts | $215,000 | 182 |
| Total fiduciary and related assets | $1,694,507,000 | 139 |
| Managed Assets ($) | $1,278,501,000 | 114 |
| Non-managed Assets ($) | $416,006,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,663,000 | 138 |
| 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 | $955,000 | 234 |
| Number of Managed Accounts | $749,000 | 207 |
| Number of Non-Managed Accounts | $206,000 | 252 |
| Total fiduciary and related assets | $1,654,469,000 | 139 |
| Managed Assets ($) | $1,268,723,000 | 114 |
| Non-managed Assets ($) | $385,746,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,520,000 | 134 |
| 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 | $938,000 | 212 |
| Number of Managed Accounts | $735,000 | 202 |
| Number of Non-Managed Accounts | $203,000 | 183 |
| Total fiduciary and related assets | $1,616,694,000 | 139 |
| Managed Assets ($) | $1,249,453,000 | 112 |
| Non-managed Assets ($) | $367,241,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,744,000 | 133 |
| 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 | $920,000 | 217 |
| Number of Managed Accounts | $719,000 | 202 |
| Number of Non-Managed Accounts | $201,000 | 183 |
| Total fiduciary and related assets | $1,615,058,000 | 134 |
| Managed Assets ($) | $1,265,299,000 | 108 |
| Non-managed Assets ($) | $349,759,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,147,000 | 135 |
| 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 | $908,000 | 221 |
| Number of Managed Accounts | $709,000 | 205 |
| Number of Non-Managed Accounts | $199,000 | 188 |
| Total fiduciary and related assets | $1,570,107,000 | 141 |
| Managed Assets ($) | $1,227,091,000 | 113 |
| Non-managed Assets ($) | $343,016,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,497,000 | 144 |
| 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 | $871,000 | 251 |
| Number of Managed Accounts | $676,000 | 223 |
| Number of Non-Managed Accounts | $195,000 | 264 |
| Total fiduciary and related assets | $1,579,856,000 | 142 |
| Managed Assets ($) | $1,251,325,000 | 111 |
| Non-managed Assets ($) | $328,531,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,246,000 | 148 |
| 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 | $878,000 | 232 |
| Number of Managed Accounts | $687,000 | 205 |
| Number of Non-Managed Accounts | $191,000 | 194 |
| Total fiduciary and related assets | $1,474,303,000 | 148 |
| Managed Assets ($) | $1,180,396,000 | 113 |
| Non-managed Assets ($) | $293,907,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,884,000 | 147 |
| 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 | $845,000 | 240 |
| Number of Managed Accounts | $663,000 | 213 |
| Number of Non-Managed Accounts | $182,000 | 202 |
| Total fiduciary and related assets | $1,258,754,000 | 156 |
| Managed Assets ($) | $971,907,000 | 124 |
| Non-managed Assets ($) | $286,847,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,578,000 | 154 |
| 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 | $834,000 | 240 |
| Number of Managed Accounts | $654,000 | 214 |
| Number of Non-Managed Accounts | $180,000 | 205 |
| Total fiduciary and related assets | $1,185,719,000 | 162 |
| Managed Assets ($) | $904,440,000 | 134 |
| Non-managed Assets ($) | $281,279,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,253,000 | 156 |
| 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 | $813,000 | 278 |
| Number of Managed Accounts | $641,000 | 234 |
| Number of Non-Managed Accounts | $172,000 | 301 |
| Total fiduciary and related assets | $1,132,192,000 | 168 |
| Managed Assets ($) | $870,352,000 | 139 |
| Non-managed Assets ($) | $261,840,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,411,000 | 163 |
| 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 | $790,000 | 260 |
| Number of Managed Accounts | $755,000 | 200 |
| Number of Non-Managed Accounts | $35,000 | 345 |
| Total fiduciary and related assets | $1,051,122,000 | 178 |
| Managed Assets ($) | $990,485,000 | 129 |
| Non-managed Assets ($) | $60,637,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,278,000 | 169 |
| 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 | $0 | 1,731 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,332 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,398 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,450 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,526 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,590 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |