Home > Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) > Fiduciary and Related Services
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.), Fiduciary and Related Services
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,848 |
| Fiduciary power exercised | $0 | 1,365 |
| Fiduciary or related activity | $0 | 1,284 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,076 |
| 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 | $0 | 1,287 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $0 | 1,283 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,151,000 | 40 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,435,000 | 41 |
| 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 | $0 | 420 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 418 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,621,000 | 42 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,309,000 | 40 |
| 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 | $0 | 1,347 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $0 | 1,343 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,686,000 | 38 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,319,000 | 38 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,947,000 | 37 |
| 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 | $0 | 424 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $0 | 423 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,555,000 | 37 |
| 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 | $5,000 | 1,249 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $5,000 | 912 |
| Total fiduciary and related assets | $0 | 1,383 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,938,000 | 40 |
| 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 | $5,000 | 399 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $5,000 | 363 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,794,000 | 41 |
| 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 | $13,000 | 399 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $13,000 | 339 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,711,000 | 43 |
| 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 | $13,000 | 402 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $13,000 | 344 |
| Total fiduciary and related assets | $35,000 | 411 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $35,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,288,000 | 42 |
| 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 | $13,000 | 1,168 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $13,000 | 790 |
| Total fiduciary and related assets | $38,000 | 1,383 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $38,000 | 1,092 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,431,000 | 38 |
| 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 | $13,000 | 382 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $13,000 | 328 |
| Total fiduciary and related assets | $12,778,000 | 382 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $12,778,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,894,000 | 39 |
| 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 | $13,000 | 383 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $13,000 | 332 |
| Total fiduciary and related assets | $8,801,000 | 382 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $8,801,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,803,000 | 39 |
| 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 | $13,000 | 385 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $13,000 | 330 |
| Total fiduciary and related assets | $14,394,000 | 384 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $14,394,000 | 319 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,112,000 | 40 |
| 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 | $13,000 | 1,199 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $13,000 | 800 |
| Total fiduciary and related assets | $5,166,000 | 1,101 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $5,166,000 | 712 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,693,000 | 36 |
| 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 | $13,000 | 403 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $18,436,000 | 394 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $18,436,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,981,000 | 37 |
| 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 | $13,000 | 410 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $13,000 | 349 |
| Total fiduciary and related assets | $9,245,000 | 406 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $9,245,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,012,000 | 37 |
| 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 | $13,000 | 415 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $13,000 | 353 |
| Total fiduciary and related assets | $24,087,000 | 405 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $24,087,000 | 310 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,116,000 | 38 |
| 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 | $13,000 | 1,258 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $13,000 | 839 |
| Total fiduciary and related assets | $8,989,000 | 1,063 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $8,989,000 | 643 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,265,000 | 40 |
| 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 | $13,000 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $22,179,000 | 392 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $22,179,000 | 307 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,858,000 | 42 |
| 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 | $13,000 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $13,000 | 343 |
| Total fiduciary and related assets | $10,467,000 | 396 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $10,467,000 | 337 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,876,000 | 43 |
| 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 | $13,000 | 410 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $13,000 | 349 |
| Total fiduciary and related assets | $28,065,000 | 397 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $28,065,000 | 295 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,761,000 | 43 |
| 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 | $13,000 | 1,292 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $13,000 | 861 |
| Total fiduciary and related assets | $9,114,000 | 1,084 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $9,114,000 | 643 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,697,000 | 42 |
| 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 | $13,000 | 398 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $13,000 | 338 |
| Total fiduciary and related assets | $27,509,000 | 386 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $27,509,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,695,000 | 44 |
| 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 | $13,000 | 406 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $13,000 | 346 |
| Total fiduciary and related assets | $12,012,000 | 404 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $12,012,000 | 321 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,760,000 | 45 |
| 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 | $13,000 | 407 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $13,000 | 342 |
| Total fiduciary and related assets | $27,464,000 | 393 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $27,464,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,539,000 | 45 |
| 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 | $13,000 | 1,332 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $13,000 | 865 |
| Total fiduciary and related assets | $19,788,000 | 949 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $19,788,000 | 477 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,454,000 | 45 |
| 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 | $13,000 | 434 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $13,000 | 361 |
| Total fiduciary and related assets | $32,753,000 | 418 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $32,753,000 | 301 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,690,000 | 47 |
| 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 | $13,000 | 440 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $13,000 | 363 |
| Total fiduciary and related assets | $8,766,000 | 439 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $8,766,000 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,421,000 | 48 |
| 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 | $13,000 | 446 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $13,000 | 372 |
| Total fiduciary and related assets | $23,321,000 | 439 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $23,321,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,697,000 | 44 |
| 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 | $13,000 | 1,375 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $13,000 | 869 |
| Total fiduciary and related assets | $9,587,000 | 1,138 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $9,587,000 | 656 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,361,000 | 78 |
| 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 | $13,000 | 427 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $13,000 | 359 |
| Total fiduciary and related assets | $25,374,000 | 421 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $25,374,000 | 311 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,599,000 | 82 |
| 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 | $14,000 | 435 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $14,000 | 363 |
| Total fiduciary and related assets | $13,700,000 | 431 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $13,700,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,694,000 | 87 |
| 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 | $14,000 | 437 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $14,000 | 362 |
| Total fiduciary and related assets | $148,220,000 | 390 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $148,220,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,144,000 | 93 |
| 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 | $14,000 | 1,389 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $14,000 | 870 |
| Total fiduciary and related assets | $133,106,000 | 521 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $133,106,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,502,000 | 89 |
| 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 | $16,000 | 418 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $16,000 | 350 |
| Total fiduciary and related assets | $146,377,000 | 372 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $146,377,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,375,000 | 94 |
| 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 | $16,000 | 424 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $16,000 | 354 |
| Total fiduciary and related assets | $131,801,000 | 384 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $131,801,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,188,000 | 100 |
| 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 | $16,000 | 440 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $16,000 | 358 |
| Total fiduciary and related assets | $148,857,000 | 384 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $148,857,000 | 221 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,988,000 | 102 |
| 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 | $16,000 | 1,404 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $16,000 | 884 |
| Total fiduciary and related assets | $260,535,000 | 360 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $260,535,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,763,000 | 111 |
| 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 | $1,000 | 440 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $1,000 | 408 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,250,000 | 125 |
| 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 | $1,000 | 456 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $1,000 | 423 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,472,000 | 122 |
| 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 | $1,000 | 461 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,617,000 | 138 |
| 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 | $2,000 | 1,711 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $2,000 | 1,214 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,027,000 | 95 |
| 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 | $2,000 | 444 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,105,000 | 96 |
| 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 | $2,000 | 452 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,504,000 | 96 |
| 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 | $2,000 | 463 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,132,000 | 86 |
| 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 | $3,000 | 1,730 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $3,000 | 1,205 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,958,000 | 89 |
| 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 | $3,000 | 462 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $3,000 | 417 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,823,000 | 89 |
| 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 | $4,000 | 464 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $4,000 | 420 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,310,000 | 88 |
| 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 | $4,000 | 480 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $4,000 | 430 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,755,000 | 93 |
| 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 | $4,000 | 1,756 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $4,000 | 1,194 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,279,000 | 109 |
| 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 | $6,000 | 1,655 |
| Number of Managed Accounts | $0 | 1,766 |
| Number of Non-Managed Accounts | $6,000 | 1,078 |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | $0 | 1,766 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,405,000 | 109 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $11,390,000 | 109 |
| 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 | $13,632,000 | 115 |
| 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 | $13,561,000 | 112 |
| 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 | $12,917,000 | 117 |
| 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 | $8,335,000 | 167 |
| 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 | $10,477,000 | 147 |
| 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 | $12,520,000 | 135 |
| 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 | $10,133,000 | 148 |
| 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 | $5,425,000 | 208 |