Home > The Moody National Bank > Fiduciary and Related Services
The Moody National 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 | $356,000 | 422 |
| Number of Managed Accounts | $318,000 | 397 |
| Number of Non-Managed Accounts | $38,000 | 429 |
| Total fiduciary and related assets | $7,313,189,000 | 90 |
| Managed Assets ($) | $4,728,633,000 | 80 |
| Non-managed Assets ($) | $2,584,556,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,584,000 | 157 |
| 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 | $343,000 | 328 |
| Number of Managed Accounts | $306,000 | 307 |
| Number of Non-Managed Accounts | $37,000 | 271 |
| Total fiduciary and related assets | $6,997,859,000 | 92 |
| Managed Assets ($) | $4,433,516,000 | 83 |
| Non-managed Assets ($) | $2,564,343,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,400,000 | 156 |
| 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 | $331,000 | 385 |
| Number of Managed Accounts | $294,000 | 362 |
| Number of Non-Managed Accounts | $37,000 | 310 |
| Total fiduciary and related assets | $6,975,336,000 | 88 |
| Managed Assets ($) | $4,517,882,000 | 78 |
| Non-managed Assets ($) | $2,457,454,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,335,000 | 161 |
| 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 | $321,000 | 343 |
| Number of Managed Accounts | $289,000 | 317 |
| Number of Non-Managed Accounts | $32,000 | 288 |
| Total fiduciary and related assets | $6,787,295,000 | 95 |
| Managed Assets ($) | $4,473,191,000 | 85 |
| Non-managed Assets ($) | $2,314,104,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,517,000 | 171 |
| 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 | $314,000 | 461 |
| Number of Managed Accounts | $279,000 | 420 |
| Number of Non-Managed Accounts | $35,000 | 462 |
| Total fiduciary and related assets | $6,697,628,000 | 96 |
| Managed Assets ($) | $4,165,931,000 | 86 |
| Non-managed Assets ($) | $2,531,697,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,378,000 | 173 |
| 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 | $302,000 | 355 |
| Number of Managed Accounts | $267,000 | 332 |
| Number of Non-Managed Accounts | $35,000 | 292 |
| Total fiduciary and related assets | $6,596,137,000 | 95 |
| Managed Assets ($) | $4,078,484,000 | 86 |
| Non-managed Assets ($) | $2,517,653,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,629,000 | 179 |
| 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 | $287,000 | 381 |
| Number of Managed Accounts | $252,000 | 357 |
| Number of Non-Managed Accounts | $35,000 | 300 |
| Total fiduciary and related assets | $6,636,555,000 | 74 |
| Managed Assets ($) | $4,118,132,000 | 70 |
| Non-managed Assets ($) | $2,518,423,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,203,000 | 149 |
| 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 | $264,000 | 324 |
| Number of Managed Accounts | $236,000 | 308 |
| Number of Non-Managed Accounts | $28,000 | 274 |
| Total fiduciary and related assets | $6,654,452,000 | 80 |
| Managed Assets ($) | $4,036,055,000 | 79 |
| Non-managed Assets ($) | $2,618,397,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,938,000 | 139 |
| 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 | $260,000 | 464 |
| Number of Managed Accounts | $230,000 | 436 |
| Number of Non-Managed Accounts | $30,000 | 474 |
| Total fiduciary and related assets | $6,766,280,000 | 78 |
| Managed Assets ($) | $4,101,797,000 | 75 |
| Non-managed Assets ($) | $2,664,483,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,140,000 | 142 |
| 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 | $258,000 | 321 |
| Number of Managed Accounts | $232,000 | 306 |
| Number of Non-Managed Accounts | $26,000 | 274 |
| Total fiduciary and related assets | $6,689,489,000 | 76 |
| Managed Assets ($) | $4,019,587,000 | 73 |
| Non-managed Assets ($) | $2,669,902,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,071,000 | 146 |
| 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 | $205,000 | 389 |
| Number of Managed Accounts | $179,000 | 368 |
| Number of Non-Managed Accounts | $26,000 | 310 |
| Total fiduciary and related assets | $5,927,066,000 | 84 |
| Managed Assets ($) | $3,559,988,000 | 88 |
| Non-managed Assets ($) | $2,367,078,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,254,000 | 146 |
| 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 | $258,000 | 324 |
| Number of Managed Accounts | $237,000 | 308 |
| Number of Non-Managed Accounts | $21,000 | 284 |
| Total fiduciary and related assets | $5,095,958,000 | 90 |
| Managed Assets ($) | $3,080,623,000 | 91 |
| Non-managed Assets ($) | $2,015,335,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,557,000 | 150 |
| 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 | $267,000 | 458 |
| Number of Managed Accounts | $235,000 | 429 |
| Number of Non-Managed Accounts | $32,000 | 476 |
| Total fiduciary and related assets | $5,062,725,000 | 90 |
| Managed Assets ($) | $2,779,660,000 | 96 |
| Non-managed Assets ($) | $2,283,065,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,915,000 | 143 |
| 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 | $250,000 | 325 |
| Number of Managed Accounts | $227,000 | 307 |
| Number of Non-Managed Accounts | $23,000 | 280 |
| Total fiduciary and related assets | $4,326,662,000 | 93 |
| Managed Assets ($) | $2,644,945,000 | 93 |
| Non-managed Assets ($) | $1,681,717,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,359,000 | 142 |
| 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 | $252,000 | 374 |
| Number of Managed Accounts | $230,000 | 353 |
| Number of Non-Managed Accounts | $22,000 | 323 |
| Total fiduciary and related assets | $4,251,359,000 | 91 |
| Managed Assets ($) | $2,602,623,000 | 92 |
| Non-managed Assets ($) | $1,648,736,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,334,000 | 133 |
| 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 | $253,000 | 327 |
| Number of Managed Accounts | $230,000 | 308 |
| Number of Non-Managed Accounts | $23,000 | 280 |
| Total fiduciary and related assets | $4,232,781,000 | 88 |
| Managed Assets ($) | $2,604,384,000 | 87 |
| Non-managed Assets ($) | $1,628,397,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,797,000 | 132 |
| 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 | $238,000 | 499 |
| Number of Managed Accounts | $215,000 | 451 |
| Number of Non-Managed Accounts | $23,000 | 536 |
| Total fiduciary and related assets | $5,732,230,000 | 73 |
| Managed Assets ($) | $3,634,282,000 | 72 |
| Non-managed Assets ($) | $2,097,948,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,148,000 | 140 |
| 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 | $238,000 | 331 |
| Number of Managed Accounts | $215,000 | 313 |
| Number of Non-Managed Accounts | $23,000 | 285 |
| Total fiduciary and related assets | $5,617,624,000 | 75 |
| Managed Assets ($) | $3,561,635,000 | 73 |
| Non-managed Assets ($) | $2,055,989,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,716,000 | 138 |
| 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 | $222,000 | 370 |
| Number of Managed Accounts | $199,000 | 350 |
| Number of Non-Managed Accounts | $23,000 | 308 |
| Total fiduciary and related assets | $5,609,765,000 | 74 |
| Managed Assets ($) | $3,603,804,000 | 71 |
| Non-managed Assets ($) | $2,005,961,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,439,000 | 133 |
| 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 | $215,000 | 378 |
| Number of Managed Accounts | $192,000 | 355 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $5,575,705,000 | 73 |
| Managed Assets ($) | $3,563,611,000 | 71 |
| Non-managed Assets ($) | $2,012,094,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,823,000 | 129 |
| 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 | $215,000 | 537 |
| Number of Managed Accounts | $192,000 | 482 |
| Number of Non-Managed Accounts | $23,000 | 558 |
| Total fiduciary and related assets | $5,582,721,000 | 71 |
| Managed Assets ($) | $3,592,338,000 | 65 |
| Non-managed Assets ($) | $1,990,383,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,403,000 | 146 |
| 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 | $198,000 | 382 |
| Number of Managed Accounts | $175,000 | 360 |
| Number of Non-Managed Accounts | $23,000 | 318 |
| Total fiduciary and related assets | $5,807,107,000 | 71 |
| Managed Assets ($) | $3,736,830,000 | 65 |
| Non-managed Assets ($) | $2,070,277,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,267,000 | 142 |
| 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 | $197,000 | 384 |
| Number of Managed Accounts | $181,000 | 362 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $5,396,369,000 | 74 |
| Managed Assets ($) | $3,461,654,000 | 68 |
| Non-managed Assets ($) | $1,934,715,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,899,000 | 142 |
| 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 | $187,000 | 388 |
| Number of Managed Accounts | $171,000 | 366 |
| Number of Non-Managed Accounts | $16,000 | 336 |
| Total fiduciary and related assets | $5,254,981,000 | 76 |
| Managed Assets ($) | $3,360,833,000 | 69 |
| Non-managed Assets ($) | $1,894,148,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,450,000 | 144 |
| 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 | $183,000 | 590 |
| Number of Managed Accounts | $165,000 | 521 |
| Number of Non-Managed Accounts | $18,000 | 606 |
| Total fiduciary and related assets | $5,541,314,000 | 74 |
| Managed Assets ($) | $3,581,930,000 | 66 |
| Non-managed Assets ($) | $1,959,384,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,010,000 | 145 |
| 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 | $185,000 | 383 |
| Number of Managed Accounts | $166,000 | 362 |
| Number of Non-Managed Accounts | $19,000 | 321 |
| Total fiduciary and related assets | $5,336,713,000 | 74 |
| Managed Assets ($) | $3,474,242,000 | 66 |
| Non-managed Assets ($) | $1,862,471,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,696,000 | 143 |
| 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 | $183,000 | 385 |
| Number of Managed Accounts | $162,000 | 366 |
| Number of Non-Managed Accounts | $21,000 | 319 |
| Total fiduciary and related assets | $5,009,011,000 | 75 |
| Managed Assets ($) | $3,289,810,000 | 67 |
| Non-managed Assets ($) | $1,719,201,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,404,000 | 144 |
| 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 | $177,000 | 389 |
| Number of Managed Accounts | $157,000 | 371 |
| Number of Non-Managed Accounts | $20,000 | 321 |
| Total fiduciary and related assets | $4,936,271,000 | 76 |
| Managed Assets ($) | $3,224,407,000 | 66 |
| Non-managed Assets ($) | $1,711,864,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,170,000 | 142 |
| 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 | $178,000 | 601 |
| Number of Managed Accounts | $158,000 | 543 |
| Number of Non-Managed Accounts | $20,000 | 612 |
| Total fiduciary and related assets | $5,263,564,000 | 73 |
| Managed Assets ($) | $3,478,735,000 | 60 |
| Non-managed Assets ($) | $1,784,829,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,131,000 | 147 |
| 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 | $178,000 | 392 |
| Number of Managed Accounts | $157,000 | 371 |
| Number of Non-Managed Accounts | $21,000 | 328 |
| Total fiduciary and related assets | $4,936,887,000 | 74 |
| Managed Assets ($) | $3,157,700,000 | 64 |
| Non-managed Assets ($) | $1,779,187,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,974,000 | 147 |
| 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 | $170,000 | 393 |
| Number of Managed Accounts | $148,000 | 373 |
| Number of Non-Managed Accounts | $22,000 | 329 |
| Total fiduciary and related assets | $4,717,356,000 | 77 |
| Managed Assets ($) | $3,023,078,000 | 67 |
| Non-managed Assets ($) | $1,694,278,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,837,000 | 151 |
| 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 | $168,000 | 394 |
| Number of Managed Accounts | $145,000 | 375 |
| Number of Non-Managed Accounts | $23,000 | 326 |
| Total fiduciary and related assets | $4,711,687,000 | 77 |
| Managed Assets ($) | $3,012,805,000 | 65 |
| Non-managed Assets ($) | $1,698,882,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,674,000 | 163 |
| 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 | $160,000 | 643 |
| Number of Managed Accounts | $136,000 | 576 |
| Number of Non-Managed Accounts | $24,000 | 601 |
| Total fiduciary and related assets | $3,581,370,000 | 90 |
| Managed Assets ($) | $1,998,882,000 | 90 |
| Non-managed Assets ($) | $1,582,488,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,496,000 | 154 |
| 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 | $159,000 | 392 |
| Number of Managed Accounts | $135,000 | 373 |
| Number of Non-Managed Accounts | $24,000 | 320 |
| Total fiduciary and related assets | $3,461,426,000 | 89 |
| Managed Assets ($) | $1,900,258,000 | 90 |
| Non-managed Assets ($) | $1,561,168,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,584,000 | 155 |
| 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 | $153,000 | 397 |
| Number of Managed Accounts | $129,000 | 377 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $3,549,088,000 | 89 |
| Managed Assets ($) | $1,976,606,000 | 93 |
| Non-managed Assets ($) | $1,572,482,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,593,000 | 161 |
| 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 | $158,000 | 397 |
| Number of Managed Accounts | $126,000 | 376 |
| Number of Non-Managed Accounts | $32,000 | 304 |
| Total fiduciary and related assets | $3,469,623,000 | 91 |
| Managed Assets ($) | $918,913,000 | 156 |
| Non-managed Assets ($) | $2,550,710,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,893,000 | 154 |
| 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 | $159,000 | 662 |
| Number of Managed Accounts | $128,000 | 594 |
| Number of Non-Managed Accounts | $31,000 | 563 |
| Total fiduciary and related assets | $3,713,458,000 | 86 |
| Managed Assets ($) | $935,753,000 | 150 |
| Non-managed Assets ($) | $2,777,705,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,804,000 | 160 |
| 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 | $160,000 | 395 |
| Number of Managed Accounts | $127,000 | 377 |
| Number of Non-Managed Accounts | $33,000 | 301 |
| Total fiduciary and related assets | $3,456,086,000 | 90 |
| Managed Assets ($) | $778,276,000 | 162 |
| Non-managed Assets ($) | $2,677,810,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,033,000 | 158 |
| 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 | $154,000 | 397 |
| Number of Managed Accounts | $125,000 | 377 |
| Number of Non-Managed Accounts | $29,000 | 304 |
| Total fiduciary and related assets | $3,895,105,000 | 80 |
| Managed Assets ($) | $1,191,216,000 | 121 |
| Non-managed Assets ($) | $2,703,889,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,375,000 | 157 |
| 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 | $152,000 | 401 |
| Number of Managed Accounts | $122,000 | 382 |
| Number of Non-Managed Accounts | $30,000 | 303 |
| Total fiduciary and related assets | $3,417,887,000 | 87 |
| Managed Assets ($) | $747,616,000 | 163 |
| Non-managed Assets ($) | $2,670,271,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,618,000 | 161 |
| 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 | $146,000 | 686 |
| Number of Managed Accounts | $119,000 | 614 |
| Number of Non-Managed Accounts | $27,000 | 608 |
| Total fiduciary and related assets | $3,411,825,000 | 87 |
| Managed Assets ($) | $743,596,000 | 162 |
| Non-managed Assets ($) | $2,668,229,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,331,000 | 159 |
| 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 | $150,000 | 379 |
| Number of Managed Accounts | $122,000 | 364 |
| Number of Non-Managed Accounts | $28,000 | 299 |
| Total fiduciary and related assets | $3,120,991,000 | 89 |
| Managed Assets ($) | $708,532,000 | 161 |
| Non-managed Assets ($) | $2,412,459,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,275,000 | 160 |
| 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 | $152,000 | 382 |
| Number of Managed Accounts | $124,000 | 363 |
| Number of Non-Managed Accounts | $28,000 | 300 |
| Total fiduciary and related assets | $3,034,679,000 | 86 |
| Managed Assets ($) | $634,691,000 | 167 |
| Non-managed Assets ($) | $2,399,988,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,850,000 | 159 |
| 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 | $149,000 | 385 |
| Number of Managed Accounts | $121,000 | 367 |
| Number of Non-Managed Accounts | $28,000 | 301 |
| Total fiduciary and related assets | $2,812,648,000 | 95 |
| Managed Assets ($) | $617,950,000 | 173 |
| Non-managed Assets ($) | $2,194,698,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,425,000 | 162 |
| 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 | $146,000 | 690 |
| Number of Managed Accounts | $118,000 | 619 |
| Number of Non-Managed Accounts | $28,000 | 619 |
| Total fiduciary and related assets | $2,438,218,000 | 98 |
| Managed Assets ($) | $593,393,000 | 173 |
| Non-managed Assets ($) | $1,844,825,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,919,000 | 154 |
| 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 | $152,000 | 366 |
| Number of Managed Accounts | $125,000 | 350 |
| Number of Non-Managed Accounts | $27,000 | 297 |
| Total fiduciary and related assets | $2,522,053,000 | 98 |
| Managed Assets ($) | $579,788,000 | 175 |
| Non-managed Assets ($) | $1,942,265,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,270,000 | 155 |
| 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 | $152,000 | 368 |
| Number of Managed Accounts | $124,000 | 348 |
| Number of Non-Managed Accounts | $28,000 | 296 |
| Total fiduciary and related assets | $2,479,151,000 | 95 |
| Managed Assets ($) | $571,624,000 | 169 |
| Non-managed Assets ($) | $1,907,527,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,730,000 | 159 |
| 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 | $148,000 | 368 |
| Number of Managed Accounts | $119,000 | 345 |
| Number of Non-Managed Accounts | $29,000 | 294 |
| Total fiduciary and related assets | $2,474,847,000 | 95 |
| Managed Assets ($) | $557,226,000 | 170 |
| Non-managed Assets ($) | $1,917,621,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,365,000 | 163 |
| 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 | $149,000 | 689 |
| Number of Managed Accounts | $120,000 | 609 |
| Number of Non-Managed Accounts | $29,000 | 619 |
| Total fiduciary and related assets | $2,443,961,000 | 93 |
| Managed Assets ($) | $551,634,000 | 169 |
| Non-managed Assets ($) | $1,892,327,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,612,000 | 137 |
| 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 | $152,000 | 373 |
| Number of Managed Accounts | $123,000 | 349 |
| Number of Non-Managed Accounts | $29,000 | 303 |
| Total fiduciary and related assets | $2,352,499,000 | 93 |
| Managed Assets ($) | $517,531,000 | 169 |
| Non-managed Assets ($) | $1,834,968,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,945,000 | 139 |
| 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 | $145,000 | 379 |
| Number of Managed Accounts | $123,000 | 354 |
| Number of Non-Managed Accounts | $22,000 | 322 |
| Total fiduciary and related assets | $1,422,464,000 | 133 |
| Managed Assets ($) | $537,070,000 | 171 |
| Non-managed Assets ($) | $885,394,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 145 |
| 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 | $147,000 | 382 |
| Number of Managed Accounts | $124,000 | 358 |
| Number of Non-Managed Accounts | $23,000 | 322 |
| Total fiduciary and related assets | $1,424,325,000 | 133 |
| Managed Assets ($) | $521,737,000 | 175 |
| Non-managed Assets ($) | $902,588,000 | 89 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 145 |
| 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 | $151,000 | 701 |
| Number of Managed Accounts | $126,000 | 613 |
| Number of Non-Managed Accounts | $25,000 | 690 |
| Total fiduciary and related assets | $1,563,164,000 | 128 |
| Managed Assets ($) | $532,667,000 | 170 |
| Non-managed Assets ($) | $1,030,497,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,311,000 | 138 |
| 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 | $147,000 | 368 |
| Number of Managed Accounts | $125,000 | 340 |
| Number of Non-Managed Accounts | $22,000 | 314 |
| Total fiduciary and related assets | $1,419,180,000 | 130 |
| Managed Assets ($) | $507,318,000 | 171 |
| Non-managed Assets ($) | $911,862,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,780,000 | 140 |
| 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 | $150,000 | 370 |
| Number of Managed Accounts | $127,000 | 340 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $1,465,332,000 | 120 |
| Managed Assets ($) | $495,536,000 | 169 |
| Non-managed Assets ($) | $969,796,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,520,000 | 141 |
| 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 | $141,000 | 376 |
| Number of Managed Accounts | $129,000 | 343 |
| Number of Non-Managed Accounts | $12,000 | 353 |
| Total fiduciary and related assets | $1,981,853,000 | 108 |
| Managed Assets ($) | $593,423,000 | 160 |
| Non-managed Assets ($) | $1,388,430,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,260,000 | 142 |
| 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 | $141,000 | 734 |
| Number of Managed Accounts | $129,000 | 608 |
| Number of Non-Managed Accounts | $12,000 | 875 |
| Total fiduciary and related assets | $2,077,607,000 | 105 |
| Managed Assets ($) | $619,551,000 | 157 |
| Non-managed Assets ($) | $1,458,056,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,868,000 | 146 |
| 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 | $152,000 | 366 |
| Number of Managed Accounts | $130,000 | 335 |
| Number of Non-Managed Accounts | $22,000 | 312 |
| Total fiduciary and related assets | $1,641,654,000 | 116 |
| Managed Assets ($) | $588,188,000 | 160 |
| Non-managed Assets ($) | $1,053,466,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,471,000 | 149 |
| 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 | $151,000 | 373 |
| Number of Managed Accounts | $130,000 | 342 |
| Number of Non-Managed Accounts | $21,000 | 319 |
| Total fiduciary and related assets | $1,461,163,000 | 121 |
| Managed Assets ($) | $546,792,000 | 164 |
| Non-managed Assets ($) | $914,371,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,358,000 | 148 |
| 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 | $151,000 | 372 |
| Number of Managed Accounts | $130,000 | 341 |
| Number of Non-Managed Accounts | $21,000 | 314 |
| Total fiduciary and related assets | $1,144,655,000 | 138 |
| Managed Assets ($) | $497,696,000 | 168 |
| Non-managed Assets ($) | $646,959,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 142 |
| 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 | $149,000 | 733 |
| Number of Managed Accounts | $128,000 | 639 |
| Number of Non-Managed Accounts | $21,000 | 754 |
| Total fiduciary and related assets | $1,428,266,000 | 127 |
| Managed Assets ($) | $532,781,000 | 166 |
| Non-managed Assets ($) | $895,485,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,053,000 | 150 |
| 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 | $140,000 | 399 |
| Number of Managed Accounts | $124,000 | 370 |
| Number of Non-Managed Accounts | $16,000 | 349 |
| Total fiduciary and related assets | $1,600,609,000 | 122 |
| Managed Assets ($) | $554,331,000 | 168 |
| Non-managed Assets ($) | $1,046,278,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,735,000 | 156 |
| 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 | $138,000 | 404 |
| Number of Managed Accounts | $122,000 | 375 |
| Number of Non-Managed Accounts | $16,000 | 352 |
| Total fiduciary and related assets | $1,766,852,000 | 121 |
| Managed Assets ($) | $584,816,000 | 172 |
| Non-managed Assets ($) | $1,182,036,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,490,000 | 159 |
| 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 | $140,000 | 406 |
| Number of Managed Accounts | $123,000 | 377 |
| Number of Non-Managed Accounts | $17,000 | 355 |
| Total fiduciary and related assets | $1,798,212,000 | 124 |
| Managed Assets ($) | $515,596,000 | 191 |
| Non-managed Assets ($) | $1,282,616,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,245,000 | 160 |
| 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 | $141,000 | 773 |
| Number of Managed Accounts | $124,000 | 658 |
| Number of Non-Managed Accounts | $17,000 | 810 |
| Total fiduciary and related assets | $1,994,067,000 | 120 |
| Managed Assets ($) | $545,357,000 | 183 |
| Non-managed Assets ($) | $1,448,710,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,395,000 | 151 |
| 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 | $141,000 | 389 |
| Number of Managed Accounts | $123,000 | 361 |
| Number of Non-Managed Accounts | $18,000 | 339 |
| Total fiduciary and related assets | $2,115,118,000 | 118 |
| Managed Assets ($) | $491,951,000 | 202 |
| Non-managed Assets ($) | $1,623,167,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,564,000 | 162 |
| 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 | $144,000 | 398 |
| Number of Managed Accounts | $123,000 | 367 |
| Number of Non-Managed Accounts | $21,000 | 341 |
| Total fiduciary and related assets | $2,373,325,000 | 119 |
| Managed Assets ($) | $499,853,000 | 204 |
| Non-managed Assets ($) | $1,873,472,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 168 |
| 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 | $143,000 | 399 |
| Number of Managed Accounts | $121,000 | 369 |
| Number of Non-Managed Accounts | $22,000 | 336 |
| Total fiduciary and related assets | $2,042,615,000 | 123 |
| Managed Assets ($) | $459,878,000 | 210 |
| Non-managed Assets ($) | $1,582,737,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,188,000 | 167 |
| 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 | $144,000 | 771 |
| Number of Managed Accounts | $121,000 | 677 |
| Number of Non-Managed Accounts | $23,000 | 756 |
| Total fiduciary and related assets | $1,876,989,000 | 124 |
| Managed Assets ($) | $461,306,000 | 209 |
| Non-managed Assets ($) | $1,415,683,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,031,000 | 153 |
| 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 | $149,000 | 380 |
| Number of Managed Accounts | $128,000 | 354 |
| Number of Non-Managed Accounts | $21,000 | 335 |
| Total fiduciary and related assets | $1,873,109,000 | 127 |
| Managed Assets ($) | $437,584,000 | 217 |
| Non-managed Assets ($) | $1,435,525,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,564,000 | 165 |
| 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 | $147,000 | 385 |
| Number of Managed Accounts | $127,000 | 358 |
| Number of Non-Managed Accounts | $20,000 | 342 |
| Total fiduciary and related assets | $2,027,731,000 | 124 |
| Managed Assets ($) | $444,238,000 | 219 |
| Non-managed Assets ($) | $1,583,493,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 170 |
| 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 | $148,000 | 393 |
| Number of Managed Accounts | $128,000 | 366 |
| Number of Non-Managed Accounts | $20,000 | 345 |
| Total fiduciary and related assets | $1,801,606,000 | 132 |
| Managed Assets ($) | $423,028,000 | 221 |
| Non-managed Assets ($) | $1,378,578,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,188,000 | 166 |
| 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 | $150,000 | 778 |
| Number of Managed Accounts | $127,000 | 672 |
| Number of Non-Managed Accounts | $23,000 | 788 |
| Total fiduciary and related assets | $1,859,556,000 | 130 |
| Managed Assets ($) | $306,359,000 | 261 |
| Non-managed Assets ($) | $1,553,197,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,879,000 | 163 |
| 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 | $147,000 | 385 |
| Number of Managed Accounts | $124,000 | 358 |
| Number of Non-Managed Accounts | $23,000 | 334 |
| Total fiduciary and related assets | $1,876,665,000 | 130 |
| Managed Assets ($) | $304,256,000 | 257 |
| Non-managed Assets ($) | $1,572,409,000 | 91 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,564,000 | 163 |
| 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 | $150,000 | 403 |
| Number of Managed Accounts | $127,000 | 374 |
| Number of Non-Managed Accounts | $23,000 | 353 |
| Total fiduciary and related assets | $1,806,018,000 | 127 |
| Managed Assets ($) | $293,696,000 | 260 |
| Non-managed Assets ($) | $1,512,322,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,376,000 | 161 |
| 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 | $151,000 | 405 |
| Number of Managed Accounts | $128,000 | 375 |
| Number of Non-Managed Accounts | $23,000 | 351 |
| Total fiduciary and related assets | $1,697,355,000 | 134 |
| Managed Assets ($) | $296,588,000 | 256 |
| Non-managed Assets ($) | $1,400,767,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,188,000 | 165 |
| 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 | $150,000 | 791 |
| Number of Managed Accounts | $129,000 | 679 |
| Number of Non-Managed Accounts | $21,000 | 823 |
| Total fiduciary and related assets | $1,686,287,000 | 140 |
| Managed Assets ($) | $305,078,000 | 253 |
| Non-managed Assets ($) | $1,381,209,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,563,000 | 163 |
| 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 | $151,000 | 395 |
| Number of Managed Accounts | $133,000 | 359 |
| Number of Non-Managed Accounts | $18,000 | 360 |
| Total fiduciary and related assets | $1,573,413,000 | 143 |
| Managed Assets ($) | $292,108,000 | 253 |
| Non-managed Assets ($) | $1,281,305,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,330,000 | 163 |
| 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 | $148,000 | 401 |
| Number of Managed Accounts | $125,000 | 364 |
| Number of Non-Managed Accounts | $23,000 | 358 |
| Total fiduciary and related assets | $1,503,115,000 | 144 |
| Managed Assets ($) | $260,800,000 | 271 |
| Non-managed Assets ($) | $1,242,315,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,220,000 | 167 |
| 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 | $146,000 | 406 |
| Number of Managed Accounts | $124,000 | 371 |
| Number of Non-Managed Accounts | $22,000 | 367 |
| Total fiduciary and related assets | $1,461,795,000 | 148 |
| Managed Assets ($) | $258,728,000 | 274 |
| Non-managed Assets ($) | $1,203,067,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,110,000 | 166 |
| 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 | $134,000 | 845 |
| Number of Managed Accounts | $104,000 | 759 |
| Number of Non-Managed Accounts | $30,000 | 755 |
| Total fiduciary and related assets | $1,378,962,000 | 156 |
| Managed Assets ($) | $210,753,000 | 324 |
| Non-managed Assets ($) | $1,168,209,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,486,000 | 160 |
| 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 | $133,000 | 417 |
| Number of Managed Accounts | $103,000 | 386 |
| Number of Non-Managed Accounts | $30,000 | 349 |
| Total fiduciary and related assets | $1,368,917,000 | 159 |
| Managed Assets ($) | $203,542,000 | 308 |
| Non-managed Assets ($) | $1,165,375,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,249,000 | 170 |
| 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 | $131,000 | 420 |
| Number of Managed Accounts | $101,000 | 389 |
| Number of Non-Managed Accounts | $30,000 | 356 |
| Total fiduciary and related assets | $1,332,498,000 | 163 |
| Managed Assets ($) | $146,126,000 | 342 |
| Non-managed Assets ($) | $1,186,372,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,166,000 | 178 |
| 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 | $122,000 | 434 |
| Number of Managed Accounts | $98,000 | 399 |
| Number of Non-Managed Accounts | $24,000 | 376 |
| Total fiduciary and related assets | $1,237,683,000 | 167 |
| Managed Assets ($) | $167,081,000 | 342 |
| Non-managed Assets ($) | $1,070,602,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,083,000 | 180 |
| 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 | $125,000 | 872 |
| Number of Managed Accounts | $101,000 | 786 |
| Number of Non-Managed Accounts | $24,000 | 825 |
| Total fiduciary and related assets | $1,297,047,000 | 164 |
| Managed Assets ($) | $208,907,000 | 318 |
| Non-managed Assets ($) | $1,088,140,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,176,000 | 182 |
| 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 | $144,000 | 786 |
| Number of Managed Accounts | $104,000 | 738 |
| Number of Non-Managed Accounts | $40,000 | 648 |
| Total fiduciary and related assets | $1,322,396,000 | 149 |
| Managed Assets ($) | $139,531,000 | 389 |
| Non-managed Assets ($) | $1,182,865,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,039,000 | 189 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,573,000 | 207 |
| 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 | $3,402,000 | 244 |
| 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 | $3,211,000 | 249 |
| 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 | $2,795,000 | 276 |
| 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 | $2,577,000 | 312 |
| 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 | $2,228,000 | 359 |
| 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 | $2,155,000 | 356 |
| 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 | $2,047,000 | 374 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,773,000 | 413 |