Home > Morgan Stanley Private Bank > Fiduciary and Related Services
Morgan Stanley Private 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 | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 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 | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 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 | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 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 | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 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 | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 968 |
| 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 | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 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 | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 892 |
| 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 | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 478 |
| 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 | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 957 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 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 | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 922 |
| 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 | $0 | 1,102 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $0 | 1,099 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 459 |
| 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 | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 970 |
| 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 | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 941 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,000 | 1,054 |
| Number of Managed Accounts | $3,000 | 968 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $1,000,000 | 999 |
| Managed Assets ($) | $1,000,000 | 956 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 460 |
| 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 | $0 | 357 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $0 | 357 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,014 |
| 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 | $0 | 395 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $0 | 395 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,004 |
| 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 | $0 | 402 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 402 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 972 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,000 | 1,090 |
| Number of Managed Accounts | $3,000 | 995 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $1,000,000 | 1,039 |
| Managed Assets ($) | $1,000,000 | 995 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 462 |
| 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 | $0 | 405 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 405 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,048 |
| 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 | $0 | 407 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 407 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,037 |
| 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 | $0 | 410 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 410 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,003 |
| 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 | $4,000 | 1,102 |
| Number of Managed Accounts | $4,000 | 1,003 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $1,000,000 | 1,073 |
| Managed Assets ($) | $1,000,000 | 1,015 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 457 |
| 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 | $0 | 401 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $0 | 401 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 410 |
| 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 | $0 | 403 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 403 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,079 |
| 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 | $0 | 406 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,045 |
| 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 | $46,000 | 856 |
| Number of Managed Accounts | $45,000 | 747 |
| Number of Non-Managed Accounts | $1,000 | 932 |
| Total fiduciary and related assets | $32,000,000 | 766 |
| Managed Assets ($) | $32,000,000 | 708 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 338 |
| 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 | $68,000 | 408 |
| Number of Managed Accounts | $66,000 | 390 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $44,000,000 | 407 |
| Managed Assets ($) | $44,000,000 | 390 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,000,000 | 283 |
| 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 | $114,000 | 401 |
| Number of Managed Accounts | $110,000 | 382 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $85,000,000 | 405 |
| Managed Assets ($) | $84,000,000 | 386 |
| Non-managed Assets ($) | $1,000,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 336 |
| 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 | $180,000 | 392 |
| Number of Managed Accounts | $173,000 | 369 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $170,000,000 | 396 |
| Managed Assets ($) | $166,000,000 | 360 |
| Non-managed Assets ($) | $4,000,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,000,000 | 228 |
| 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 | $403,000 | 385 |
| Number of Managed Accounts | $377,000 | 322 |
| Number of Non-Managed Accounts | $26,000 | 581 |
| Total fiduciary and related assets | $505,000,000 | 265 |
| Managed Assets ($) | $489,000,000 | 232 |
| Non-managed Assets ($) | $16,000,000 | 507 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,000,000 | 148 |
| 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 | $471,000 | 316 |
| Number of Managed Accounts | $441,000 | 281 |
| Number of Non-Managed Accounts | $30,000 | 301 |
| Total fiduciary and related assets | $578,000,000 | 249 |
| Managed Assets ($) | $562,000,000 | 204 |
| Non-managed Assets ($) | $16,000,000 | 334 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 131 |
| 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 | $570,000 | 291 |
| Number of Managed Accounts | $538,000 | 261 |
| Number of Non-Managed Accounts | $32,000 | 302 |
| Total fiduciary and related assets | $890,000,000 | 202 |
| Managed Assets ($) | $866,000,000 | 159 |
| Non-managed Assets ($) | $24,000,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,000,000 | 129 |
| 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 | $730,000 | 263 |
| Number of Managed Accounts | $688,000 | 226 |
| Number of Non-Managed Accounts | $42,000 | 288 |
| Total fiduciary and related assets | $1,231,000,000 | 165 |
| Managed Assets ($) | $1,147,000,000 | 129 |
| Non-managed Assets ($) | $84,000,000 | 245 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,000,000 | 114 |
| 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 | $980,000 | 219 |
| Number of Managed Accounts | $926,000 | 177 |
| Number of Non-Managed Accounts | $54,000 | 437 |
| Total fiduciary and related assets | $1,400,000,000 | 148 |
| Managed Assets ($) | $1,285,000,000 | 119 |
| Non-managed Assets ($) | $115,000,000 | 215 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,000,000 | 70 |
| 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 | $1,292,000 | 173 |
| Number of Managed Accounts | $1,199,000 | 144 |
| Number of Non-Managed Accounts | $93,000 | 207 |
| Total fiduciary and related assets | $1,883,000,000 | 126 |
| Managed Assets ($) | $1,743,000,000 | 97 |
| Non-managed Assets ($) | $140,000,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,000,000 | 66 |
| 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 | $1,400,000 | 161 |
| Number of Managed Accounts | $1,285,000 | 133 |
| Number of Non-Managed Accounts | $115,000 | 188 |
| Total fiduciary and related assets | $2,769,000,000 | 100 |
| Managed Assets ($) | $2,510,000,000 | 73 |
| Non-managed Assets ($) | $259,000,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 64 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,442,000 | 157 |
| Number of Managed Accounts | $1,323,000 | 130 |
| Number of Non-Managed Accounts | $119,000 | 188 |
| Total fiduciary and related assets | $2,956,000,000 | 95 |
| Managed Assets ($) | $2,687,000,000 | 69 |
| Non-managed Assets ($) | $269,000,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 63 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,522,000 | 151 |
| Number of Managed Accounts | $1,390,000 | 121 |
| Number of Non-Managed Accounts | $132,000 | 256 |
| Total fiduciary and related assets | $3,041,000,000 | 92 |
| Managed Assets ($) | $2,750,000,000 | 69 |
| Non-managed Assets ($) | $291,000,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,000,000 | 63 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,593,000 | 142 |
| Number of Managed Accounts | $1,404,000 | 114 |
| Number of Non-Managed Accounts | $189,000 | 158 |
| Total fiduciary and related assets | $2,993,000,000 | 92 |
| Managed Assets ($) | $2,669,000,000 | 70 |
| Non-managed Assets ($) | $324,000,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,000,000 | 64 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,642,000 | 136 |
| Number of Managed Accounts | $1,444,000 | 108 |
| Number of Non-Managed Accounts | $198,000 | 157 |
| Total fiduciary and related assets | $3,018,000,000 | 88 |
| Managed Assets ($) | $2,708,000,000 | 69 |
| Non-managed Assets ($) | $310,000,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,000,000 | 60 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,703,000 | 134 |
| Number of Managed Accounts | $1,498,000 | 106 |
| Number of Non-Managed Accounts | $205,000 | 157 |
| Total fiduciary and related assets | $3,212,000,000 | 84 |
| Managed Assets ($) | $2,844,000,000 | 65 |
| Non-managed Assets ($) | $368,000,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000,000 | 61 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,750,000 | 134 |
| Number of Managed Accounts | $1,529,000 | 106 |
| Number of Non-Managed Accounts | $221,000 | 193 |
| Total fiduciary and related assets | $3,293,915,000 | 83 |
| Managed Assets ($) | $2,795,577,000 | 64 |
| Non-managed Assets ($) | $498,338,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,723,000 | 56 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,827,000 | 121 |
| Number of Managed Accounts | $1,583,000 | 103 |
| Number of Non-Managed Accounts | $244,000 | 136 |
| Total fiduciary and related assets | $3,346,829,000 | 80 |
| Managed Assets ($) | $2,856,511,000 | 62 |
| Non-managed Assets ($) | $490,318,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,393,000 | 56 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,860,000 | 118 |
| Number of Managed Accounts | $1,611,000 | 99 |
| Number of Non-Managed Accounts | $249,000 | 135 |
| Total fiduciary and related assets | $3,440,326,000 | 80 |
| Managed Assets ($) | $2,860,618,000 | 60 |
| Non-managed Assets ($) | $579,708,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,407,000 | 53 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,984,000 | 106 |
| Number of Managed Accounts | $1,696,000 | 94 |
| Number of Non-Managed Accounts | $288,000 | 126 |
| Total fiduciary and related assets | $3,483,808,000 | 77 |
| Managed Assets ($) | $2,972,628,000 | 57 |
| Non-managed Assets ($) | $511,180,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,454,000 | 57 |
| 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 | $2,071,000 | 105 |
| Number of Managed Accounts | $1,766,000 | 91 |
| Number of Non-Managed Accounts | $305,000 | 161 |
| Total fiduciary and related assets | $3,393,114,000 | 77 |
| Managed Assets ($) | $2,870,724,000 | 57 |
| Non-managed Assets ($) | $522,390,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,612,000 | 46 |
| 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 | $2,108,000 | 100 |
| Number of Managed Accounts | $1,793,000 | 89 |
| Number of Non-Managed Accounts | $315,000 | 122 |
| Total fiduciary and related assets | $3,353,640,000 | 78 |
| Managed Assets ($) | $2,786,628,000 | 59 |
| Non-managed Assets ($) | $567,012,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,383,000 | 46 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,140 |
| Fiduciary power exercised | $0 | 1,589 |
| Fiduciary or related activity | $0 | 1,512 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,239 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,157 |
| Fiduciary power exercised | $0 | 1,606 |
| Fiduciary or related activity | $0 | 1,531 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,199 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,183 |
| Fiduciary power exercised | $0 | 1,631 |
| Fiduciary or related activity | $0 | 1,555 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,541 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $0 | 1,219 |
| Total fiduciary and related assets | $0 | 1,537 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $0 | 1,212 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,195 |
| Fiduciary power exercised | $0 | 1,644 |
| Fiduciary or related activity | $0 | 1,565 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,319 |
| 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 | $15,771,000 | 27 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $15,771,000 | 16 |
| Total fiduciary and related assets | $138,063,000 | 363 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $138,063,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $26,192,000 | 23 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $26,192,000 | 11 |
| Total fiduciary and related assets | $251,299,000 | 340 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $251,299,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $26,863,000 | 23 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $26,863,000 | 12 |
| Total fiduciary and related assets | $250,094,000 | 346 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $250,094,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $27,722,000 | 27 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $27,722,000 | 13 |
| Total fiduciary and related assets | $249,215,000 | 323 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $249,215,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $28,643,000 | 25 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $28,643,000 | 12 |
| Total fiduciary and related assets | $229,985,000 | 327 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $229,985,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $29,648,000 | 24 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $29,648,000 | 11 |
| Total fiduciary and related assets | $214,406,000 | 332 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $214,406,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $30,707,000 | 25 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $30,707,000 | 12 |
| Total fiduciary and related assets | $237,048,000 | 343 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $237,048,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $33,941,000 | 21 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $33,941,000 | 11 |
| Total fiduciary and related assets | $299,862,000 | 306 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $299,862,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $35,173,000 | 20 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $35,173,000 | 12 |
| Total fiduciary and related assets | $347,588,000 | 294 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $347,588,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $36,270,000 | 19 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $36,270,000 | 11 |
| Total fiduciary and related assets | $362,376,000 | 298 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $362,376,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $37,418,000 | 18 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $37,418,000 | 11 |
| Total fiduciary and related assets | $411,754,000 | 291 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $411,754,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $38,392,000 | 18 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $38,392,000 | 11 |
| Total fiduciary and related assets | $429,411,000 | 290 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $429,411,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $36,398,000 | 18 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $36,398,000 | 11 |
| Total fiduciary and related assets | $432,939,000 | 296 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $432,939,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $39,502,000 | 17 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $39,502,000 | 10 |
| Total fiduciary and related assets | $425,565,000 | 289 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $425,565,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $40,527,000 | 17 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $40,527,000 | 10 |
| Total fiduciary and related assets | $432,448,000 | 283 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $432,448,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $41,829,000 | 17 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $41,829,000 | 9 |
| Total fiduciary and related assets | $425,334,000 | 286 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $425,334,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $44,992,000 | 14 |
| Number of Managed Accounts | $1,687,000 | 102 |
| Number of Non-Managed Accounts | $43,305,000 | 8 |
| Total fiduciary and related assets | $1,080,663,000 | 178 |
| Managed Assets ($) | $460,581,000 | 213 |
| Non-managed Assets ($) | $620,082,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,380,000 | 13 |
| Number of Managed Accounts | $1,738,000 | 100 |
| Number of Non-Managed Accounts | $44,642,000 | 7 |
| Total fiduciary and related assets | $1,141,581,000 | 171 |
| Managed Assets ($) | $492,661,000 | 200 |
| Non-managed Assets ($) | $648,920,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $47,502,000 | 14 |
| Number of Managed Accounts | $1,823,000 | 101 |
| Number of Non-Managed Accounts | $45,679,000 | 7 |
| Total fiduciary and related assets | $1,176,468,000 | 168 |
| Managed Assets ($) | $517,048,000 | 195 |
| Non-managed Assets ($) | $659,420,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $48,923,000 | 13 |
| Number of Managed Accounts | $1,864,000 | 94 |
| Number of Non-Managed Accounts | $47,059,000 | 7 |
| Total fiduciary and related assets | $1,161,937,000 | 167 |
| Managed Assets ($) | $503,655,000 | 197 |
| Non-managed Assets ($) | $658,282,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,678,000 | 14 |
| Number of Managed Accounts | $1,958,000 | 86 |
| Number of Non-Managed Accounts | $47,720,000 | 9 |
| Total fiduciary and related assets | $1,150,531,000 | 164 |
| Managed Assets ($) | $505,718,000 | 199 |
| Non-managed Assets ($) | $644,813,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,214,000 | 15 |
| Number of Managed Accounts | $2,004,000 | 87 |
| Number of Non-Managed Accounts | $43,210,000 | 10 |
| Total fiduciary and related assets | $1,158,573,000 | 168 |
| Managed Assets ($) | $520,574,000 | 200 |
| Non-managed Assets ($) | $637,999,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $46,286,000 | 16 |
| Number of Managed Accounts | $2,078,000 | 87 |
| Number of Non-Managed Accounts | $44,208,000 | 10 |
| Total fiduciary and related assets | $1,237,294,000 | 163 |
| Managed Assets ($) | $568,297,000 | 187 |
| Non-managed Assets ($) | $668,997,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $47,587,000 | 15 |
| Number of Managed Accounts | $2,159,000 | 80 |
| Number of Non-Managed Accounts | $45,428,000 | 11 |
| Total fiduciary and related assets | $1,210,481,000 | 159 |
| Managed Assets ($) | $553,776,000 | 186 |
| Non-managed Assets ($) | $656,705,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $49,033,000 | 15 |
| Number of Managed Accounts | $2,289,000 | 78 |
| Number of Non-Managed Accounts | $46,744,000 | 12 |
| Total fiduciary and related assets | $1,247,648,000 | 158 |
| Managed Assets ($) | $584,000,000 | 178 |
| Non-managed Assets ($) | $663,648,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $50,388,000 | 15 |
| Number of Managed Accounts | $2,378,000 | 77 |
| Number of Non-Managed Accounts | $48,010,000 | 9 |
| Total fiduciary and related assets | $1,314,479,000 | 155 |
| Managed Assets ($) | $635,037,000 | 171 |
| Non-managed Assets ($) | $679,442,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $51,649,000 | 15 |
| Number of Managed Accounts | $2,419,000 | 82 |
| Number of Non-Managed Accounts | $49,230,000 | 10 |
| Total fiduciary and related assets | $1,361,457,000 | 157 |
| Managed Assets ($) | $673,592,000 | 162 |
| Non-managed Assets ($) | $687,865,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $53,007,000 | 13 |
| Number of Managed Accounts | $2,481,000 | 77 |
| Number of Non-Managed Accounts | $50,526,000 | 10 |
| Total fiduciary and related assets | $1,357,839,000 | 161 |
| Managed Assets ($) | $712,875,000 | 158 |
| Non-managed Assets ($) | $644,964,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $54,035,000 | 14 |
| Number of Managed Accounts | $2,465,000 | 78 |
| Number of Non-Managed Accounts | $51,570,000 | 11 |
| Total fiduciary and related assets | $1,286,420,000 | 165 |
| Managed Assets ($) | $631,579,000 | 171 |
| Non-managed Assets ($) | $654,841,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $55,172,000 | 12 |
| Number of Managed Accounts | $2,438,000 | 83 |
| Number of Non-Managed Accounts | $52,734,000 | 10 |
| Total fiduciary and related assets | $1,198,852,000 | 169 |
| Managed Assets ($) | $603,873,000 | 178 |
| Non-managed Assets ($) | $594,979,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $56,124,000 | 11 |
| Number of Managed Accounts | $2,245,000 | 93 |
| Number of Non-Managed Accounts | $53,879,000 | 9 |
| Total fiduciary and related assets | $1,213,026,000 | 168 |
| Managed Assets ($) | $601,726,000 | 177 |
| Non-managed Assets ($) | $611,300,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |