Home > The Haverford Trust Company > Fiduciary and Related Services
The Haverford Trust Company, Fiduciary and Related Services
| 2025-03-31 | 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 | $7,711,000 | 51 |
| Number of Managed Accounts | $7,485,000 | 33 |
| Number of Non-Managed Accounts | $226,000 | 127 |
| Total fiduciary and related assets | $14,593,218,000 | 64 |
| Managed Assets ($) | $13,611,878,000 | 46 |
| Non-managed Assets ($) | $981,340,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,471,000 | 63 |
| 2024-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 6 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,609,000 | 49 |
| Number of Managed Accounts | $7,385,000 | 32 |
| Number of Non-Managed Accounts | $224,000 | 154 |
| Total fiduciary and related assets | $14,733,362,000 | 62 |
| Managed Assets ($) | $13,740,743,000 | 44 |
| Non-managed Assets ($) | $992,619,000 | 127 |
| Memoranda | ||
| Gross Fiduciary activities income | $67,560,000 | 63 |
| 2024-09-30 | 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 | $7,504,000 | 51 |
| Number of Managed Accounts | $7,275,000 | 33 |
| Number of Non-Managed Accounts | $229,000 | 124 |
| Total fiduciary and related assets | $14,975,557,000 | 64 |
| Managed Assets ($) | $13,970,967,000 | 44 |
| Non-managed Assets ($) | $1,004,590,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,832,000 | 62 |
| 2024-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 2 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,457,000 | 52 |
| Number of Managed Accounts | $7,227,000 | 33 |
| Number of Non-Managed Accounts | $230,000 | 138 |
| Total fiduciary and related assets | $14,027,753,000 | 65 |
| Managed Assets ($) | $13,084,863,000 | 46 |
| Non-managed Assets ($) | $942,890,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,941,000 | 66 |
| 2024-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 7 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,417,000 | 50 |
| Number of Managed Accounts | $7,180,000 | 33 |
| Number of Non-Managed Accounts | $237,000 | 124 |
| Total fiduciary and related assets | $13,286,577,000 | 67 |
| Managed Assets ($) | $12,393,920,000 | 47 |
| Non-managed Assets ($) | $892,657,000 | 131 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,069,000 | 59 |
| 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 | $7,363,000 | 48 |
| Number of Managed Accounts | $7,127,000 | 32 |
| Number of Non-Managed Accounts | $236,000 | 150 |
| Total fiduciary and related assets | $13,420,913,000 | 64 |
| Managed Assets ($) | $12,547,746,000 | 44 |
| Non-managed Assets ($) | $873,167,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,411,000 | 58 |
| 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 | $7,273,000 | 50 |
| Number of Managed Accounts | $7,047,000 | 34 |
| Number of Non-Managed Accounts | $226,000 | 129 |
| Total fiduciary and related assets | $13,013,495,000 | 65 |
| Managed Assets ($) | $12,190,796,000 | 45 |
| Non-managed Assets ($) | $822,699,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,052,000 | 60 |
| 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 | $7,200,000 | 49 |
| Number of Managed Accounts | $6,976,000 | 34 |
| Number of Non-Managed Accounts | $224,000 | 142 |
| Total fiduciary and related assets | $13,574,178,000 | 62 |
| Managed Assets ($) | $12,728,050,000 | 44 |
| Non-managed Assets ($) | $846,128,000 | 126 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,424,000 | 57 |
| 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 | $7,120,000 | 52 |
| Number of Managed Accounts | $6,903,000 | 34 |
| Number of Non-Managed Accounts | $217,000 | 138 |
| Total fiduciary and related assets | $12,871,803,000 | 70 |
| Managed Assets ($) | $12,113,058,000 | 46 |
| Non-managed Assets ($) | $758,745,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,259,000 | 59 |
| 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 | $6,955,000 | 53 |
| Number of Managed Accounts | $6,733,000 | 38 |
| Number of Non-Managed Accounts | $222,000 | 165 |
| Total fiduciary and related assets | $12,444,418,000 | 70 |
| Managed Assets ($) | $11,718,235,000 | 45 |
| Non-managed Assets ($) | $726,183,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,197,000 | 62 |
| 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 | $6,848,000 | 53 |
| Number of Managed Accounts | $6,628,000 | 37 |
| Number of Non-Managed Accounts | $220,000 | 139 |
| Total fiduciary and related assets | $11,343,813,000 | 72 |
| Managed Assets ($) | $10,685,451,000 | 46 |
| Non-managed Assets ($) | $658,362,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,578,000 | 63 |
| 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 | $6,731,000 | 47 |
| Number of Managed Accounts | $6,520,000 | 34 |
| Number of Non-Managed Accounts | $211,000 | 129 |
| Total fiduciary and related assets | $11,742,053,000 | 58 |
| Managed Assets ($) | $11,054,834,000 | 37 |
| Non-managed Assets ($) | $687,219,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,777,000 | 50 |
| 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 | $6,648,000 | 48 |
| Number of Managed Accounts | $6,448,000 | 34 |
| Number of Non-Managed Accounts | $200,000 | 129 |
| Total fiduciary and related assets | $13,086,992,000 | 57 |
| Managed Assets ($) | $12,346,906,000 | 37 |
| Non-managed Assets ($) | $740,086,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,847,000 | 48 |
| 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 | $6,850,000 | 47 |
| Number of Managed Accounts | $6,649,000 | 33 |
| Number of Non-Managed Accounts | $201,000 | 154 |
| Total fiduciary and related assets | $13,978,136,000 | 54 |
| Managed Assets ($) | $13,074,957,000 | 37 |
| Non-managed Assets ($) | $903,179,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,644,000 | 51 |
| 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 | $6,419,000 | 48 |
| Number of Managed Accounts | $6,224,000 | 37 |
| Number of Non-Managed Accounts | $195,000 | 129 |
| Total fiduciary and related assets | $13,167,716,000 | 54 |
| Managed Assets ($) | $12,335,373,000 | 37 |
| Non-managed Assets ($) | $832,343,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,691,000 | 51 |
| 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 | $6,069,000 | 48 |
| Number of Managed Accounts | $5,866,000 | 39 |
| Number of Non-Managed Accounts | $203,000 | 130 |
| Total fiduciary and related assets | $11,836,700,000 | 55 |
| Managed Assets ($) | $11,189,213,000 | 39 |
| Non-managed Assets ($) | $647,487,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,150,000 | 51 |
| 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 | $6,068,000 | 50 |
| Number of Managed Accounts | $5,865,000 | 39 |
| Number of Non-Managed Accounts | $203,000 | 128 |
| Total fiduciary and related assets | $11,836,970,000 | 55 |
| Managed Assets ($) | $11,189,375,000 | 39 |
| Non-managed Assets ($) | $647,595,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,221,000 | 52 |
| 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 | $5,983,000 | 51 |
| Number of Managed Accounts | $5,774,000 | 40 |
| Number of Non-Managed Accounts | $209,000 | 152 |
| Total fiduciary and related assets | $10,846,930,000 | 58 |
| Managed Assets ($) | $10,203,221,000 | 40 |
| Non-managed Assets ($) | $643,709,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,216,000 | 52 |
| 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 | $5,818,000 | 52 |
| Number of Managed Accounts | $5,606,000 | 41 |
| Number of Non-Managed Accounts | $212,000 | 127 |
| Total fiduciary and related assets | $9,811,535,000 | 57 |
| Managed Assets ($) | $9,206,835,000 | 39 |
| Non-managed Assets ($) | $604,700,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,090,000 | 52 |
| 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 | $5,789,000 | 52 |
| Number of Managed Accounts | $5,574,000 | 41 |
| Number of Non-Managed Accounts | $215,000 | 133 |
| Total fiduciary and related assets | $9,272,887,000 | 58 |
| Managed Assets ($) | $8,705,085,000 | 41 |
| Non-managed Assets ($) | $567,802,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,545,000 | 51 |
| 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 | $5,712,000 | 53 |
| Number of Managed Accounts | $5,494,000 | 42 |
| Number of Non-Managed Accounts | $218,000 | 127 |
| Total fiduciary and related assets | $8,203,579,000 | 61 |
| Managed Assets ($) | $7,676,652,000 | 41 |
| Non-managed Assets ($) | $526,927,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,015,000 | 51 |
| 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 | $5,536,000 | 54 |
| Number of Managed Accounts | $5,328,000 | 43 |
| Number of Non-Managed Accounts | $208,000 | 164 |
| Total fiduciary and related assets | $9,624,543,000 | 58 |
| Managed Assets ($) | $9,010,364,000 | 42 |
| Non-managed Assets ($) | $614,179,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,472,000 | 53 |
| 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 | $5,467,000 | 56 |
| Number of Managed Accounts | $5,262,000 | 45 |
| Number of Non-Managed Accounts | $205,000 | 135 |
| Total fiduciary and related assets | $9,024,123,000 | 60 |
| Managed Assets ($) | $8,447,227,000 | 44 |
| Non-managed Assets ($) | $576,896,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,096,000 | 54 |
| 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 | $5,398,000 | 57 |
| Number of Managed Accounts | $5,196,000 | 45 |
| Number of Non-Managed Accounts | $202,000 | 139 |
| Total fiduciary and related assets | $8,780,301,000 | 59 |
| Managed Assets ($) | $8,205,390,000 | 43 |
| Non-managed Assets ($) | $574,911,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,907,000 | 56 |
| 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 | $5,358,000 | 57 |
| Number of Managed Accounts | $5,157,000 | 45 |
| Number of Non-Managed Accounts | $201,000 | 143 |
| Total fiduciary and related assets | $8,413,347,000 | 60 |
| Managed Assets ($) | $7,840,052,000 | 43 |
| Non-managed Assets ($) | $573,295,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,109,000 | 56 |
| 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 | $5,291,000 | 59 |
| Number of Managed Accounts | $5,095,000 | 45 |
| Number of Non-Managed Accounts | $196,000 | 173 |
| Total fiduciary and related assets | $7,492,470,000 | 62 |
| Managed Assets ($) | $6,968,627,000 | 46 |
| Non-managed Assets ($) | $523,843,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,438,000 | 56 |
| 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 | $5,219,000 | 58 |
| Number of Managed Accounts | $5,009,000 | 45 |
| Number of Non-Managed Accounts | $210,000 | 142 |
| Total fiduciary and related assets | $8,339,647,000 | 60 |
| Managed Assets ($) | $7,717,030,000 | 43 |
| Non-managed Assets ($) | $622,617,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,658,000 | 56 |
| 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 | $5,183,000 | 59 |
| Number of Managed Accounts | $4,962,000 | 44 |
| Number of Non-Managed Accounts | $221,000 | 135 |
| Total fiduciary and related assets | $7,825,316,000 | 62 |
| Managed Assets ($) | $7,243,294,000 | 45 |
| Non-managed Assets ($) | $582,022,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,379,000 | 56 |
| 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 | $5,120,000 | 59 |
| Number of Managed Accounts | $4,908,000 | 43 |
| Number of Non-Managed Accounts | $212,000 | 143 |
| Total fiduciary and related assets | $7,761,705,000 | 62 |
| Managed Assets ($) | $7,191,680,000 | 44 |
| Non-managed Assets ($) | $570,025,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,290,000 | 57 |
| 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 | $5,046,000 | 62 |
| Number of Managed Accounts | $4,835,000 | 45 |
| Number of Non-Managed Accounts | $211,000 | 172 |
| Total fiduciary and related assets | $7,925,080,000 | 62 |
| Managed Assets ($) | $7,305,824,000 | 43 |
| Non-managed Assets ($) | $619,256,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,877,000 | 58 |
| 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 | $4,981,000 | 61 |
| Number of Managed Accounts | $4,766,000 | 46 |
| Number of Non-Managed Accounts | $215,000 | 137 |
| Total fiduciary and related assets | $7,549,335,000 | 63 |
| Managed Assets ($) | $6,954,639,000 | 44 |
| Non-managed Assets ($) | $594,696,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,068,000 | 58 |
| 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 | $4,905,000 | 60 |
| Number of Managed Accounts | $4,699,000 | 46 |
| Number of Non-Managed Accounts | $206,000 | 138 |
| Total fiduciary and related assets | $7,262,619,000 | 62 |
| Managed Assets ($) | $6,700,051,000 | 44 |
| Non-managed Assets ($) | $562,568,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,754,000 | 59 |
| 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 | $4,801,000 | 60 |
| Number of Managed Accounts | $4,597,000 | 47 |
| Number of Non-Managed Accounts | $204,000 | 139 |
| Total fiduciary and related assets | $7,019,979,000 | 63 |
| Managed Assets ($) | $6,446,136,000 | 46 |
| Non-managed Assets ($) | $573,843,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,638,000 | 58 |
| 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 | $4,708,000 | 62 |
| Number of Managed Accounts | $4,508,000 | 47 |
| Number of Non-Managed Accounts | $200,000 | 176 |
| Total fiduciary and related assets | $6,549,928,000 | 63 |
| Managed Assets ($) | $5,981,986,000 | 47 |
| Non-managed Assets ($) | $567,942,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,962,000 | 59 |
| 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 | $4,641,000 | 63 |
| Number of Managed Accounts | $4,437,000 | 49 |
| Number of Non-Managed Accounts | $204,000 | 141 |
| Total fiduciary and related assets | $6,437,550,000 | 63 |
| Managed Assets ($) | $5,878,625,000 | 47 |
| Non-managed Assets ($) | $558,925,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,567,000 | 59 |
| 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 | $4,601,000 | 63 |
| Number of Managed Accounts | $4,387,000 | 50 |
| Number of Non-Managed Accounts | $214,000 | 142 |
| Total fiduciary and related assets | $6,285,576,000 | 64 |
| Managed Assets ($) | $5,759,471,000 | 47 |
| Non-managed Assets ($) | $526,105,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,482,000 | 60 |
| 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 | $4,535,000 | 64 |
| Number of Managed Accounts | $4,321,000 | 50 |
| Number of Non-Managed Accounts | $214,000 | 144 |
| Total fiduciary and related assets | $6,080,453,000 | 65 |
| Managed Assets ($) | $5,579,192,000 | 49 |
| Non-managed Assets ($) | $501,261,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,650,000 | 61 |
| 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 | $4,490,000 | 65 |
| Number of Managed Accounts | $4,274,000 | 48 |
| Number of Non-Managed Accounts | $216,000 | 179 |
| Total fiduciary and related assets | $5,908,801,000 | 66 |
| Managed Assets ($) | $5,416,911,000 | 48 |
| Non-managed Assets ($) | $491,890,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,143,000 | 61 |
| 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 | $4,408,000 | 62 |
| Number of Managed Accounts | $4,198,000 | 47 |
| Number of Non-Managed Accounts | $210,000 | 145 |
| Total fiduciary and related assets | $5,586,829,000 | 68 |
| Managed Assets ($) | $5,105,804,000 | 48 |
| Non-managed Assets ($) | $481,025,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,435,000 | 62 |
| 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 | $4,368,000 | 65 |
| Number of Managed Accounts | $4,153,000 | 48 |
| Number of Non-Managed Accounts | $215,000 | 141 |
| Total fiduciary and related assets | $5,788,204,000 | 69 |
| Managed Assets ($) | $5,216,922,000 | 50 |
| Non-managed Assets ($) | $571,282,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,826,000 | 64 |
| 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 | $4,287,000 | 66 |
| Number of Managed Accounts | $4,074,000 | 48 |
| Number of Non-Managed Accounts | $213,000 | 145 |
| Total fiduciary and related assets | $5,820,569,000 | 69 |
| Managed Assets ($) | $5,262,805,000 | 50 |
| Non-managed Assets ($) | $557,764,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,292,000 | 66 |
| 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 | $4,223,000 | 66 |
| Number of Managed Accounts | $4,000,000 | 48 |
| Number of Non-Managed Accounts | $223,000 | 173 |
| Total fiduciary and related assets | $5,743,536,000 | 68 |
| Managed Assets ($) | $5,173,677,000 | 49 |
| Non-managed Assets ($) | $569,859,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,460,000 | 65 |
| 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 | $4,130,000 | 63 |
| Number of Managed Accounts | $3,920,000 | 48 |
| Number of Non-Managed Accounts | $210,000 | 144 |
| Total fiduciary and related assets | $5,644,097,000 | 69 |
| Managed Assets ($) | $5,074,478,000 | 48 |
| Non-managed Assets ($) | $569,619,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,709,000 | 68 |
| 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 | $4,059,000 | 62 |
| Number of Managed Accounts | $3,848,000 | 47 |
| Number of Non-Managed Accounts | $211,000 | 145 |
| Total fiduciary and related assets | $5,665,714,000 | 68 |
| Managed Assets ($) | $5,092,023,000 | 49 |
| Non-managed Assets ($) | $573,691,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,921,000 | 68 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,978,000 | 64 |
| Number of Managed Accounts | $3,767,000 | 49 |
| Number of Non-Managed Accounts | $211,000 | 149 |
| Total fiduciary and related assets | $5,455,467,000 | 69 |
| Managed Assets ($) | $4,906,809,000 | 50 |
| Non-managed Assets ($) | $548,658,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,378,000 | 68 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,937,000 | 66 |
| Number of Managed Accounts | $3,740,000 | 49 |
| Number of Non-Managed Accounts | $197,000 | 203 |
| Total fiduciary and related assets | $5,362,655,000 | 69 |
| Managed Assets ($) | $4,835,397,000 | 50 |
| Non-managed Assets ($) | $527,258,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,996,000 | 72 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,844,000 | 65 |
| Number of Managed Accounts | $3,644,000 | 50 |
| Number of Non-Managed Accounts | $200,000 | 153 |
| Total fiduciary and related assets | $4,881,915,000 | 70 |
| Managed Assets ($) | $4,395,906,000 | 52 |
| Non-managed Assets ($) | $486,009,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,069,000 | 71 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,740,000 | 68 |
| Number of Managed Accounts | $3,557,000 | 49 |
| Number of Non-Managed Accounts | $183,000 | 161 |
| Total fiduciary and related assets | $4,530,951,000 | 71 |
| Managed Assets ($) | $4,110,174,000 | 53 |
| Non-managed Assets ($) | $420,777,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,436,000 | 72 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,667,000 | 68 |
| Number of Managed Accounts | $3,465,000 | 47 |
| Number of Non-Managed Accounts | $202,000 | 161 |
| Total fiduciary and related assets | $4,467,563,000 | 72 |
| Managed Assets ($) | $4,025,236,000 | 52 |
| Non-managed Assets ($) | $442,327,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,051,000 | 72 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,606,000 | 70 |
| Number of Managed Accounts | $3,417,000 | 47 |
| Number of Non-Managed Accounts | $189,000 | 218 |
| Total fiduciary and related assets | $4,170,255,000 | 72 |
| Managed Assets ($) | $3,758,792,000 | 52 |
| Non-managed Assets ($) | $411,463,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,801,000 | 73 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,543,000 | 69 |
| Number of Managed Accounts | $3,369,000 | 48 |
| Number of Non-Managed Accounts | $174,000 | 159 |
| Total fiduciary and related assets | $4,123,881,000 | 71 |
| Managed Assets ($) | $3,753,237,000 | 51 |
| Non-managed Assets ($) | $370,644,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,944,000 | 74 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,524,000 | 70 |
| Number of Managed Accounts | $3,351,000 | 49 |
| Number of Non-Managed Accounts | $173,000 | 161 |
| Total fiduciary and related assets | $3,953,140,000 | 72 |
| Managed Assets ($) | $3,599,501,000 | 51 |
| Non-managed Assets ($) | $353,639,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,216,000 | 75 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,492,000 | 74 |
| Number of Managed Accounts | $3,311,000 | 50 |
| Number of Non-Managed Accounts | $181,000 | 158 |
| Total fiduciary and related assets | $4,045,288,000 | 72 |
| Managed Assets ($) | $3,684,555,000 | 51 |
| Non-managed Assets ($) | $360,733,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,473,000 | 75 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,436,000 | 77 |
| Number of Managed Accounts | $3,269,000 | 50 |
| Number of Non-Managed Accounts | $167,000 | 232 |
| Total fiduciary and related assets | $3,823,940,000 | 72 |
| Managed Assets ($) | $3,491,402,000 | 51 |
| Non-managed Assets ($) | $332,538,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,083,000 | 64 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,368,000 | 77 |
| Number of Managed Accounts | $3,366,000 | 51 |
| Number of Non-Managed Accounts | $2,000 | 384 |
| Total fiduciary and related assets | $3,444,376,000 | 77 |
| Managed Assets ($) | $3,442,899,000 | 54 |
| Non-managed Assets ($) | $1,477,000 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,000,000 | 65 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,355,000 | 77 |
| Number of Managed Accounts | $3,353,000 | 50 |
| Number of Non-Managed Accounts | $2,000 | 389 |
| Total fiduciary and related assets | $3,856,906,000 | 77 |
| Managed Assets ($) | $3,842,476,000 | 54 |
| Non-managed Assets ($) | $14,430,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,635,000 | 66 |
| 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 | $3,347,000 | 76 |
| Number of Managed Accounts | $3,345,000 | 49 |
| Number of Non-Managed Accounts | $2,000 | 392 |
| Total fiduciary and related assets | $3,816,894,000 | 76 |
| Managed Assets ($) | $3,802,950,000 | 53 |
| Non-managed Assets ($) | $13,944,000 | 328 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,257,000 | 66 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,298,000 | 80 |
| Number of Managed Accounts | $3,296,000 | 48 |
| Number of Non-Managed Accounts | $2,000 | 1,087 |
| Total fiduciary and related assets | $3,721,159,000 | 77 |
| Managed Assets ($) | $3,708,897,000 | 55 |
| Non-managed Assets ($) | $12,262,000 | 572 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,532,000 | 69 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,294,000 | 78 |
| Number of Managed Accounts | $3,292,000 | 47 |
| Number of Non-Managed Accounts | $2,000 | 382 |
| Total fiduciary and related assets | $3,501,878,000 | 80 |
| Managed Assets ($) | $3,490,060,000 | 55 |
| Non-managed Assets ($) | $11,818,000 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,467,000 | 69 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,284,000 | 79 |
| Number of Managed Accounts | $3,282,000 | 49 |
| Number of Non-Managed Accounts | $2,000 | 385 |
| Total fiduciary and related assets | $3,211,987,000 | 81 |
| Managed Assets ($) | $3,201,504,000 | 56 |
| Non-managed Assets ($) | $10,483,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,649,000 | 69 |
| 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 | $3,310,000 | 78 |
| Number of Managed Accounts | $3,308,000 | 47 |
| Number of Non-Managed Accounts | $2,000 | 390 |
| Total fiduciary and related assets | $3,415,106,000 | 79 |
| Managed Assets ($) | $3,404,256,000 | 55 |
| Non-managed Assets ($) | $10,850,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,760,000 | 67 |
| 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 | $3,195,000 | 86 |
| Number of Managed Accounts | $3,195,000 | 54 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $3,284,347,000 | 82 |
| Managed Assets ($) | $3,284,347,000 | 56 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,131,000 | 76 |
| 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 | $3,181,000 | 83 |
| Number of Managed Accounts | $3,181,000 | 52 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $3,141,321,000 | 83 |
| Managed Assets ($) | $3,141,321,000 | 61 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,474,000 | 77 |
| 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 | $3,177,000 | 86 |
| Number of Managed Accounts | $3,177,000 | 58 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $2,852,048,000 | 85 |
| Managed Assets ($) | $2,852,048,000 | 64 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,130,000 | 81 |
| 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 | $3,168,000 | 81 |
| Number of Managed Accounts | $3,168,000 | 56 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $2,652,486,000 | 89 |
| Managed Assets ($) | $2,652,486,000 | 64 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,136,000 | 78 |
| 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 | $3,185,000 | 89 |
| Number of Managed Accounts | $3,185,000 | 57 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $2,902,107,000 | 88 |
| Managed Assets ($) | $2,902,107,000 | 60 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,195,000 | 70 |
| 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 | $3,169,000 | 84 |
| Number of Managed Accounts | $3,169,000 | 57 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $3,336,090,000 | 86 |
| Managed Assets ($) | $3,336,090,000 | 61 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,306,000 | 73 |
| 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 | $3,182,000 | 86 |
| Number of Managed Accounts | $3,182,000 | 57 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $3,405,019,000 | 90 |
| Managed Assets ($) | $3,405,019,000 | 64 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,294,000 | 75 |
| 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 | $3,139,000 | 87 |
| Number of Managed Accounts | $3,139,000 | 59 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $3,605,091,000 | 90 |
| Managed Assets ($) | $3,605,091,000 | 60 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,148,000 | 74 |
| 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 | $3,171,000 | 88 |
| Number of Managed Accounts | $3,171,000 | 58 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $3,823,273,000 | 86 |
| Managed Assets ($) | $3,823,273,000 | 59 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,007,000 | 69 |
| 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 | $3,143,000 | 82 |
| Number of Managed Accounts | $3,143,000 | 56 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $3,957,960,000 | 85 |
| Managed Assets ($) | $3,957,960,000 | 60 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,660,000 | 70 |
| 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 | $3,119,000 | 83 |
| Number of Managed Accounts | $3,119,000 | 58 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $3,803,796,000 | 91 |
| Managed Assets ($) | $3,803,796,000 | 61 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,357,000 | 73 |
| 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 | $3,157,000 | 81 |
| Number of Managed Accounts | $3,157,000 | 53 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $3,669,955,000 | 90 |
| Managed Assets ($) | $3,669,955,000 | 60 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,222,000 | 72 |
| 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 | $3,155,000 | 84 |
| Number of Managed Accounts | $3,155,000 | 52 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $3,698,786,000 | 90 |
| Managed Assets ($) | $3,698,786,000 | 60 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,996,000 | 72 |
| 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 | $3,192,000 | 88 |
| Number of Managed Accounts | $3,192,000 | 57 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $3,620,211,000 | 92 |
| Managed Assets ($) | $3,620,211,000 | 64 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,881,000 | 78 |
| 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 | $3,260,000 | 90 |
| Number of Managed Accounts | $3,260,000 | 59 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $3,357,759,000 | 99 |
| Managed Assets ($) | $3,357,759,000 | 69 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,745,000 | 84 |
| 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 | $3,375,000 | 88 |
| Number of Managed Accounts | $3,375,000 | 56 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $3,722,876,000 | 95 |
| Managed Assets ($) | $3,722,876,000 | 68 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,493,000 | 81 |
| 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 | $3,457,000 | 92 |
| Number of Managed Accounts | $3,457,000 | 57 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $3,742,449,000 | 94 |
| Managed Assets ($) | $3,742,449,000 | 69 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,108,000 | 80 |
| 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 | $3,483,000 | 89 |
| Number of Managed Accounts | $3,483,000 | 55 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $3,613,816,000 | 95 |
| Managed Assets ($) | $3,613,816,000 | 70 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,689,000 | 79 |
| 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 | $3,553,000 | 84 |
| Number of Managed Accounts | $3,553,000 | 52 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $3,630,676,000 | 92 |
| Managed Assets ($) | $3,630,676,000 | 68 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,139,000 | 77 |
| 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 | $3,435,000 | 90 |
| Number of Managed Accounts | $3,435,000 | 57 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $3,546,213,000 | 95 |
| Managed Assets ($) | $3,546,213,000 | 71 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,601,000 | 81 |
| 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 | $3,440,000 | 94 |
| Number of Managed Accounts | $3,440,000 | 62 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $3,577,873,000 | 96 |
| Managed Assets ($) | $3,577,873,000 | 72 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,914,000 | 78 |
| 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 | $3,396,000 | 87 |
| Number of Managed Accounts | $3,396,000 | 61 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $3,334,207,000 | 98 |
| Managed Assets ($) | $3,334,207,000 | 71 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,405,000 | 79 |
| 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 | $3,359,000 | 87 |
| Number of Managed Accounts | $3,359,000 | 61 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $3,408,671,000 | 100 |
| Managed Assets ($) | $3,408,671,000 | 69 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,871,000 | 83 |
| 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 | $3,321,000 | 88 |
| Number of Managed Accounts | $3,321,000 | 62 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $3,328,379,000 | 99 |
| Managed Assets ($) | $3,328,379,000 | 72 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,293,000 | 83 |
| 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 | $3,237,000 | 97 |
| Number of Managed Accounts | $3,237,000 | 66 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $3,212,983,000 | 104 |
| Managed Assets ($) | $3,212,983,000 | 73 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,663,000 | 91 |
| 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 | $3,163,000 | 99 |
| Number of Managed Accounts | $3,163,000 | 64 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $2,921,805,000 | 109 |
| Managed Assets ($) | $2,921,805,000 | 76 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,626,000 | 94 |
| 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 | $3,079,000 | 103 |
| Number of Managed Accounts | $3,079,000 | 65 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $2,832,164,000 | 112 |
| Managed Assets ($) | $2,832,164,000 | 78 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,762,000 | 97 |
| 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 | $3,012,000 | 104 |
| Number of Managed Accounts | $3,012,000 | 70 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $2,468,265,000 | 122 |
| Managed Assets ($) | $2,468,265,000 | 82 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,267,000 | 101 |
| 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 | $2,970,000 | 108 |
| Number of Managed Accounts | $2,970,000 | 73 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $2,501,448,000 | 120 |
| Managed Assets ($) | $2,501,448,000 | 82 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,587,000 | 96 |
| 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 | $2,571,000 | 107 |
| Number of Managed Accounts | $2,571,000 | 77 |
| Number of Non-Managed Accounts | $0 | 1,385 |
| Total fiduciary and related assets | $2,525,303,000 | 109 |
| Managed Assets ($) | $2,525,303,000 | 82 |
| Non-managed Assets ($) | $0 | 1,377 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,837,000 | 102 |
| 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 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |