Home > Trustmark National Bank > Fiduciary and Related Services
Trustmark 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 | $1,657,000 | 159 |
| Number of Managed Accounts | $1,558,000 | 135 |
| Number of Non-Managed Accounts | $99,000 | 260 |
| Total fiduciary and related assets | $3,753,745,000 | 127 |
| Managed Assets ($) | $3,133,603,000 | 101 |
| Non-managed Assets ($) | $620,142,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,360,000 | 114 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,674,000 | 155 |
| Number of Managed Accounts | $1,581,000 | 132 |
| Number of Non-Managed Accounts | $93,000 | 198 |
| Total fiduciary and related assets | $3,683,465,000 | 127 |
| Managed Assets ($) | $3,060,568,000 | 104 |
| Non-managed Assets ($) | $622,897,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,758,000 | 109 |
| 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 | $1,701,000 | 156 |
| Number of Managed Accounts | $1,606,000 | 131 |
| Number of Non-Managed Accounts | $95,000 | 220 |
| Total fiduciary and related assets | $3,734,621,000 | 124 |
| Managed Assets ($) | $3,059,060,000 | 102 |
| Non-managed Assets ($) | $675,561,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,177,000 | 107 |
| 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 | $1,725,000 | 160 |
| Number of Managed Accounts | $1,626,000 | 135 |
| Number of Non-Managed Accounts | $99,000 | 200 |
| Total fiduciary and related assets | $3,578,762,000 | 131 |
| Managed Assets ($) | $2,903,444,000 | 107 |
| Non-managed Assets ($) | $675,318,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,486,000 | 114 |
| 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 | $1,752,000 | 162 |
| Number of Managed Accounts | $1,650,000 | 135 |
| Number of Non-Managed Accounts | $102,000 | 258 |
| Total fiduciary and related assets | $3,475,786,000 | 138 |
| Managed Assets ($) | $2,798,139,000 | 108 |
| Non-managed Assets ($) | $677,647,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,698,000 | 115 |
| 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 | $1,779,000 | 158 |
| Number of Managed Accounts | $1,679,000 | 134 |
| Number of Non-Managed Accounts | $100,000 | 202 |
| Total fiduciary and related assets | $3,360,784,000 | 135 |
| Managed Assets ($) | $2,642,574,000 | 108 |
| Non-managed Assets ($) | $718,210,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,943,000 | 115 |
| 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 | $2,188,000 | 117 |
| Number of Managed Accounts | $1,708,000 | 122 |
| Number of Non-Managed Accounts | $480,000 | 78 |
| Total fiduciary and related assets | $3,473,424,000 | 113 |
| Managed Assets ($) | $2,648,976,000 | 93 |
| Non-managed Assets ($) | $824,448,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,900,000 | 96 |
| 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 | $2,207,000 | 117 |
| Number of Managed Accounts | $1,711,000 | 123 |
| Number of Non-Managed Accounts | $496,000 | 74 |
| Total fiduciary and related assets | $3,674,324,000 | 113 |
| Managed Assets ($) | $2,838,722,000 | 95 |
| Non-managed Assets ($) | $835,602,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,382,000 | 97 |
| 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 | $2,192,000 | 118 |
| Number of Managed Accounts | $1,695,000 | 124 |
| Number of Non-Managed Accounts | $497,000 | 80 |
| Total fiduciary and related assets | $3,815,301,000 | 112 |
| Managed Assets ($) | $2,989,343,000 | 92 |
| Non-managed Assets ($) | $825,958,000 | 113 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,899,000 | 98 |
| 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 | $2,246,000 | 118 |
| Number of Managed Accounts | $1,696,000 | 126 |
| Number of Non-Managed Accounts | $550,000 | 70 |
| Total fiduciary and related assets | $3,817,519,000 | 113 |
| Managed Assets ($) | $2,957,513,000 | 94 |
| Non-managed Assets ($) | $860,006,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,866,000 | 96 |
| 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 | $2,285,000 | 112 |
| Number of Managed Accounts | $1,701,000 | 128 |
| Number of Non-Managed Accounts | $584,000 | 71 |
| Total fiduciary and related assets | $3,866,675,000 | 112 |
| Managed Assets ($) | $2,984,045,000 | 94 |
| Non-managed Assets ($) | $882,630,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,491,000 | 95 |
| 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 | $2,300,000 | 113 |
| Number of Managed Accounts | $1,727,000 | 122 |
| Number of Non-Managed Accounts | $573,000 | 73 |
| Total fiduciary and related assets | $3,791,374,000 | 110 |
| Managed Assets ($) | $2,969,742,000 | 92 |
| Non-managed Assets ($) | $821,632,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,134,000 | 95 |
| 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 | $2,352,000 | 112 |
| Number of Managed Accounts | $1,759,000 | 120 |
| Number of Non-Managed Accounts | $593,000 | 80 |
| Total fiduciary and related assets | $3,877,311,000 | 105 |
| Managed Assets ($) | $2,926,941,000 | 93 |
| Non-managed Assets ($) | $950,370,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,672,000 | 92 |
| 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 | $2,121,000 | 122 |
| Number of Managed Accounts | $1,766,000 | 118 |
| Number of Non-Managed Accounts | $355,000 | 95 |
| Total fiduciary and related assets | $3,670,764,000 | 101 |
| Managed Assets ($) | $2,759,428,000 | 88 |
| Non-managed Assets ($) | $911,336,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,897,000 | 92 |
| 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 | $2,382,000 | 109 |
| Number of Managed Accounts | $1,802,000 | 116 |
| Number of Non-Managed Accounts | $580,000 | 75 |
| Total fiduciary and related assets | $3,647,333,000 | 101 |
| Managed Assets ($) | $2,739,227,000 | 88 |
| Non-managed Assets ($) | $908,106,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,220,000 | 88 |
| 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 | $2,380,000 | 109 |
| Number of Managed Accounts | $1,803,000 | 115 |
| Number of Non-Managed Accounts | $577,000 | 74 |
| Total fiduciary and related assets | $3,482,818,000 | 100 |
| Managed Assets ($) | $2,605,451,000 | 86 |
| Non-managed Assets ($) | $877,367,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,317,000 | 88 |
| 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 | $2,412,000 | 114 |
| Number of Managed Accounts | $1,825,000 | 119 |
| Number of Non-Managed Accounts | $587,000 | 83 |
| Total fiduciary and related assets | $3,730,191,000 | 102 |
| Managed Assets ($) | $3,086,901,000 | 84 |
| Non-managed Assets ($) | $643,290,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,811,000 | 92 |
| 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 | $2,466,000 | 108 |
| Number of Managed Accounts | $1,844,000 | 117 |
| Number of Non-Managed Accounts | $622,000 | 75 |
| Total fiduciary and related assets | $3,719,586,000 | 102 |
| Managed Assets ($) | $3,037,368,000 | 83 |
| Non-managed Assets ($) | $682,218,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,830,000 | 93 |
| 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 | $2,477,000 | 107 |
| Number of Managed Accounts | $1,841,000 | 118 |
| Number of Non-Managed Accounts | $636,000 | 79 |
| Total fiduciary and related assets | $3,739,398,000 | 101 |
| Managed Assets ($) | $3,033,510,000 | 84 |
| Non-managed Assets ($) | $705,888,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,916,000 | 92 |
| 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 | $2,593,000 | 101 |
| Number of Managed Accounts | $1,911,000 | 111 |
| Number of Non-Managed Accounts | $682,000 | 76 |
| Total fiduciary and related assets | $3,553,479,000 | 101 |
| Managed Assets ($) | $2,906,660,000 | 85 |
| Non-managed Assets ($) | $646,819,000 | 112 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,904,000 | 90 |
| 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 | $2,637,000 | 101 |
| Number of Managed Accounts | $1,921,000 | 108 |
| Number of Non-Managed Accounts | $716,000 | 83 |
| Total fiduciary and related assets | $3,737,897,000 | 93 |
| Managed Assets ($) | $2,700,800,000 | 83 |
| Non-managed Assets ($) | $1,037,097,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,358,000 | 93 |
| 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 | $2,529,000 | 100 |
| Number of Managed Accounts | $1,818,000 | 112 |
| Number of Non-Managed Accounts | $711,000 | 76 |
| Total fiduciary and related assets | $3,721,185,000 | 96 |
| Managed Assets ($) | $2,612,287,000 | 88 |
| Non-managed Assets ($) | $1,108,898,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,727,000 | 90 |
| 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 | $2,366,000 | 107 |
| Number of Managed Accounts | $1,802,000 | 112 |
| Number of Non-Managed Accounts | $564,000 | 83 |
| Total fiduciary and related assets | $3,703,220,000 | 97 |
| Managed Assets ($) | $2,522,671,000 | 89 |
| Non-managed Assets ($) | $1,180,549,000 | 96 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,921,000 | 92 |
| 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 | $2,395,000 | 104 |
| Number of Managed Accounts | $1,809,000 | 112 |
| Number of Non-Managed Accounts | $586,000 | 81 |
| Total fiduciary and related assets | $3,646,500,000 | 98 |
| Managed Assets ($) | $2,440,347,000 | 89 |
| Non-managed Assets ($) | $1,206,153,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,059,000 | 91 |
| 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 | $2,320,000 | 111 |
| Number of Managed Accounts | $1,764,000 | 114 |
| Number of Non-Managed Accounts | $556,000 | 93 |
| Total fiduciary and related assets | $3,819,801,000 | 94 |
| Managed Assets ($) | $2,132,573,000 | 101 |
| Non-managed Assets ($) | $1,687,228,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,147,000 | 90 |
| 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 | $2,362,000 | 107 |
| Number of Managed Accounts | $1,783,000 | 112 |
| Number of Non-Managed Accounts | $579,000 | 79 |
| Total fiduciary and related assets | $3,685,555,000 | 94 |
| Managed Assets ($) | $2,085,004,000 | 101 |
| Non-managed Assets ($) | $1,600,551,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,183,000 | 85 |
| 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 | $2,353,000 | 103 |
| Number of Managed Accounts | $1,782,000 | 108 |
| Number of Non-Managed Accounts | $571,000 | 79 |
| Total fiduciary and related assets | $4,049,244,000 | 87 |
| Managed Assets ($) | $2,167,245,000 | 94 |
| Non-managed Assets ($) | $1,881,999,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,187,000 | 86 |
| 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 | $2,390,000 | 102 |
| Number of Managed Accounts | $1,810,000 | 102 |
| Number of Non-Managed Accounts | $580,000 | 77 |
| Total fiduciary and related assets | $3,999,000,000 | 89 |
| Managed Assets ($) | $2,099,615,000 | 95 |
| Non-managed Assets ($) | $1,899,385,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,116,000 | 84 |
| 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 | $2,405,000 | 102 |
| Number of Managed Accounts | $1,814,000 | 101 |
| Number of Non-Managed Accounts | $591,000 | 85 |
| Total fiduciary and related assets | $3,870,367,000 | 89 |
| Managed Assets ($) | $2,056,323,000 | 94 |
| Non-managed Assets ($) | $1,814,044,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,990,000 | 80 |
| 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 | $2,423,000 | 98 |
| Number of Managed Accounts | $1,827,000 | 99 |
| Number of Non-Managed Accounts | $596,000 | 78 |
| Total fiduciary and related assets | $3,882,004,000 | 89 |
| Managed Assets ($) | $2,075,507,000 | 89 |
| Non-managed Assets ($) | $1,806,497,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,933,000 | 78 |
| 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 | $2,482,000 | 98 |
| Number of Managed Accounts | $1,849,000 | 99 |
| Number of Non-Managed Accounts | $633,000 | 76 |
| Total fiduciary and related assets | $3,895,628,000 | 88 |
| Managed Assets ($) | $2,068,809,000 | 90 |
| Non-managed Assets ($) | $1,826,819,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,826,000 | 76 |
| 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 | $2,529,000 | 99 |
| Number of Managed Accounts | $1,869,000 | 100 |
| Number of Non-Managed Accounts | $660,000 | 77 |
| Total fiduciary and related assets | $3,990,050,000 | 85 |
| Managed Assets ($) | $2,037,278,000 | 92 |
| Non-managed Assets ($) | $1,952,772,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,271,000 | 78 |
| 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 | $2,601,000 | 95 |
| Number of Managed Accounts | $1,906,000 | 95 |
| Number of Non-Managed Accounts | $695,000 | 81 |
| Total fiduciary and related assets | $3,955,933,000 | 82 |
| Managed Assets ($) | $2,053,247,000 | 88 |
| Non-managed Assets ($) | $1,902,686,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,957,000 | 79 |
| 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 | $2,687,000 | 90 |
| Number of Managed Accounts | $1,928,000 | 96 |
| Number of Non-Managed Accounts | $759,000 | 72 |
| Total fiduciary and related assets | $3,906,960,000 | 79 |
| Managed Assets ($) | $2,071,830,000 | 84 |
| Non-managed Assets ($) | $1,835,130,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,719,000 | 78 |
| 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 | $2,764,000 | 89 |
| Number of Managed Accounts | $1,957,000 | 97 |
| Number of Non-Managed Accounts | $807,000 | 69 |
| Total fiduciary and related assets | $4,043,372,000 | 80 |
| Managed Assets ($) | $2,110,158,000 | 88 |
| Non-managed Assets ($) | $1,933,214,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,499,000 | 79 |
| 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 | $2,857,000 | 89 |
| Number of Managed Accounts | $1,987,000 | 91 |
| Number of Non-Managed Accounts | $870,000 | 68 |
| Total fiduciary and related assets | $4,145,038,000 | 80 |
| Managed Assets ($) | $2,151,631,000 | 86 |
| Non-managed Assets ($) | $1,993,407,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,304,000 | 77 |
| 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 | $2,902,000 | 89 |
| Number of Managed Accounts | $1,991,000 | 93 |
| Number of Non-Managed Accounts | $911,000 | 70 |
| Total fiduciary and related assets | $4,091,654,000 | 79 |
| Managed Assets ($) | $2,186,345,000 | 85 |
| Non-managed Assets ($) | $1,905,309,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,240,000 | 74 |
| 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 | $3,021,000 | 82 |
| Number of Managed Accounts | $2,049,000 | 88 |
| Number of Non-Managed Accounts | $972,000 | 65 |
| Total fiduciary and related assets | $4,139,043,000 | 79 |
| Managed Assets ($) | $2,212,830,000 | 83 |
| Non-managed Assets ($) | $1,926,213,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,854,000 | 74 |
| 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 | $3,193,000 | 76 |
| Number of Managed Accounts | $2,137,000 | 83 |
| Number of Non-Managed Accounts | $1,056,000 | 64 |
| Total fiduciary and related assets | $4,506,220,000 | 75 |
| Managed Assets ($) | $2,428,858,000 | 77 |
| Non-managed Assets ($) | $2,077,362,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,551,000 | 73 |
| 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 | $3,294,000 | 77 |
| Number of Managed Accounts | $2,152,000 | 82 |
| Number of Non-Managed Accounts | $1,142,000 | 63 |
| Total fiduciary and related assets | $4,507,246,000 | 73 |
| Managed Assets ($) | $2,399,405,000 | 76 |
| Non-managed Assets ($) | $2,107,841,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,335,000 | 74 |
| 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 | $3,382,000 | 78 |
| Number of Managed Accounts | $2,192,000 | 81 |
| Number of Non-Managed Accounts | $1,190,000 | 64 |
| Total fiduciary and related assets | $4,482,587,000 | 74 |
| Managed Assets ($) | $2,431,423,000 | 76 |
| Non-managed Assets ($) | $2,051,164,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,450,000 | 77 |
| 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 | $3,502,000 | 71 |
| Number of Managed Accounts | $2,279,000 | 78 |
| Number of Non-Managed Accounts | $1,223,000 | 58 |
| Total fiduciary and related assets | $4,495,460,000 | 74 |
| Managed Assets ($) | $2,462,890,000 | 75 |
| Non-managed Assets ($) | $2,032,570,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,037,000 | 77 |
| 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 | $3,526,000 | 71 |
| Number of Managed Accounts | $2,277,000 | 77 |
| Number of Non-Managed Accounts | $1,249,000 | 57 |
| Total fiduciary and related assets | $4,354,209,000 | 74 |
| Managed Assets ($) | $2,265,659,000 | 78 |
| Non-managed Assets ($) | $2,088,550,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,080,000 | 79 |
| 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 | $3,451,000 | 72 |
| Number of Managed Accounts | $2,318,000 | 75 |
| Number of Non-Managed Accounts | $1,133,000 | 63 |
| Total fiduciary and related assets | $4,288,794,000 | 74 |
| Managed Assets ($) | $2,492,970,000 | 74 |
| Non-managed Assets ($) | $1,795,824,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,595,000 | 77 |
| 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 | $2,495,000 | 95 |
| Number of Managed Accounts | $1,797,000 | 90 |
| Number of Non-Managed Accounts | $698,000 | 90 |
| Total fiduciary and related assets | $3,508,903,000 | 80 |
| Managed Assets ($) | $2,001,729,000 | 82 |
| Non-managed Assets ($) | $1,507,174,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,786,000 | 84 |
| 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 | $2,498,000 | 89 |
| Number of Managed Accounts | $1,810,000 | 89 |
| Number of Non-Managed Accounts | $688,000 | 79 |
| Total fiduciary and related assets | $3,588,085,000 | 78 |
| Managed Assets ($) | $2,056,982,000 | 81 |
| Non-managed Assets ($) | $1,531,103,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,870,000 | 85 |
| 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 | $2,528,000 | 88 |
| Number of Managed Accounts | $1,827,000 | 87 |
| Number of Non-Managed Accounts | $701,000 | 79 |
| Total fiduciary and related assets | $3,566,965,000 | 75 |
| Managed Assets ($) | $2,056,490,000 | 78 |
| Non-managed Assets ($) | $1,510,475,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,248,000 | 84 |
| 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 | $2,562,000 | 88 |
| Number of Managed Accounts | $1,837,000 | 87 |
| Number of Non-Managed Accounts | $725,000 | 77 |
| Total fiduciary and related assets | $3,653,140,000 | 75 |
| Managed Assets ($) | $2,098,894,000 | 80 |
| Non-managed Assets ($) | $1,554,246,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,555,000 | 85 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,546,000 | 90 |
| Number of Managed Accounts | $1,814,000 | 85 |
| Number of Non-Managed Accounts | $732,000 | 84 |
| Total fiduciary and related assets | $3,623,918,000 | 73 |
| Managed Assets ($) | $2,038,527,000 | 77 |
| Non-managed Assets ($) | $1,585,391,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,501,000 | 74 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,572,000 | 88 |
| Number of Managed Accounts | $1,821,000 | 87 |
| Number of Non-Managed Accounts | $751,000 | 75 |
| Total fiduciary and related assets | $3,685,405,000 | 74 |
| Managed Assets ($) | $2,155,062,000 | 72 |
| Non-managed Assets ($) | $1,530,343,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,955,000 | 75 |
| 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 | $2,600,000 | 88 |
| Number of Managed Accounts | $1,842,000 | 89 |
| Number of Non-Managed Accounts | $758,000 | 78 |
| Total fiduciary and related assets | $3,975,983,000 | 76 |
| Managed Assets ($) | $2,264,016,000 | 75 |
| Non-managed Assets ($) | $1,711,967,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,238,000 | 76 |
| 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 | $2,616,000 | 87 |
| Number of Managed Accounts | $1,862,000 | 83 |
| Number of Non-Managed Accounts | $754,000 | 80 |
| Total fiduciary and related assets | $3,954,236,000 | 75 |
| Managed Assets ($) | $2,186,230,000 | 77 |
| Non-managed Assets ($) | $1,768,006,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,603,000 | 75 |
| 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 | $2,643,000 | 90 |
| Number of Managed Accounts | $1,873,000 | 82 |
| Number of Non-Managed Accounts | $770,000 | 90 |
| Total fiduciary and related assets | $3,899,898,000 | 76 |
| Managed Assets ($) | $2,143,936,000 | 76 |
| Non-managed Assets ($) | $1,755,962,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,545,000 | 76 |
| 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 | $2,639,000 | 86 |
| Number of Managed Accounts | $1,878,000 | 81 |
| Number of Non-Managed Accounts | $761,000 | 81 |
| Total fiduciary and related assets | $3,716,441,000 | 77 |
| Managed Assets ($) | $2,083,895,000 | 76 |
| Non-managed Assets ($) | $1,632,546,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,770,000 | 77 |
| 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 | $2,680,000 | 87 |
| Number of Managed Accounts | $1,883,000 | 80 |
| Number of Non-Managed Accounts | $797,000 | 80 |
| Total fiduciary and related assets | $3,627,530,000 | 76 |
| Managed Assets ($) | $2,006,231,000 | 75 |
| Non-managed Assets ($) | $1,621,299,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,484,000 | 79 |
| 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 | $2,672,000 | 88 |
| Number of Managed Accounts | $1,893,000 | 83 |
| Number of Non-Managed Accounts | $779,000 | 82 |
| Total fiduciary and related assets | $3,739,583,000 | 76 |
| Managed Assets ($) | $2,033,226,000 | 76 |
| Non-managed Assets ($) | $1,706,357,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,258,000 | 80 |
| 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 | $2,700,000 | 93 |
| Number of Managed Accounts | $1,898,000 | 87 |
| Number of Non-Managed Accounts | $802,000 | 94 |
| Total fiduciary and related assets | $3,734,061,000 | 76 |
| Managed Assets ($) | $1,998,791,000 | 77 |
| Non-managed Assets ($) | $1,735,270,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,788,000 | 79 |
| 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 | $2,835,000 | 90 |
| Number of Managed Accounts | $2,044,000 | 79 |
| Number of Non-Managed Accounts | $791,000 | 82 |
| Total fiduciary and related assets | $4,867,974,000 | 69 |
| Managed Assets ($) | $3,200,300,000 | 60 |
| Non-managed Assets ($) | $1,667,674,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,425,000 | 78 |
| 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 | $2,855,000 | 91 |
| Number of Managed Accounts | $2,060,000 | 81 |
| Number of Non-Managed Accounts | $795,000 | 80 |
| Total fiduciary and related assets | $4,677,090,000 | 68 |
| Managed Assets ($) | $3,070,738,000 | 60 |
| Non-managed Assets ($) | $1,606,352,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,239,000 | 79 |
| 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 | $2,863,000 | 88 |
| Number of Managed Accounts | $2,078,000 | 82 |
| Number of Non-Managed Accounts | $785,000 | 79 |
| Total fiduciary and related assets | $4,710,774,000 | 68 |
| Managed Assets ($) | $3,144,410,000 | 58 |
| Non-managed Assets ($) | $1,566,364,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,166,000 | 77 |
| 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 | $2,906,000 | 95 |
| Number of Managed Accounts | $2,107,000 | 81 |
| Number of Non-Managed Accounts | $799,000 | 97 |
| Total fiduciary and related assets | $4,885,282,000 | 70 |
| Managed Assets ($) | $3,258,625,000 | 57 |
| Non-managed Assets ($) | $1,626,657,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,405,000 | 74 |
| 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 | $2,945,000 | 90 |
| Number of Managed Accounts | $2,145,000 | 79 |
| Number of Non-Managed Accounts | $800,000 | 85 |
| Total fiduciary and related assets | $5,177,496,000 | 71 |
| Managed Assets ($) | $3,418,589,000 | 58 |
| Non-managed Assets ($) | $1,758,907,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,510,000 | 79 |
| 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 | $2,957,000 | 92 |
| Number of Managed Accounts | $2,166,000 | 80 |
| Number of Non-Managed Accounts | $791,000 | 85 |
| Total fiduciary and related assets | $5,271,699,000 | 75 |
| Managed Assets ($) | $3,476,333,000 | 62 |
| Non-managed Assets ($) | $1,795,366,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,778,000 | 80 |
| 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 | $2,961,000 | 92 |
| Number of Managed Accounts | $2,165,000 | 82 |
| Number of Non-Managed Accounts | $796,000 | 83 |
| Total fiduciary and related assets | $5,117,699,000 | 76 |
| Managed Assets ($) | $3,346,948,000 | 63 |
| Non-managed Assets ($) | $1,770,751,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,891,000 | 81 |
| 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 | $2,943,000 | 92 |
| Number of Managed Accounts | $2,149,000 | 81 |
| Number of Non-Managed Accounts | $794,000 | 94 |
| Total fiduciary and related assets | $4,905,164,000 | 77 |
| Managed Assets ($) | $2,808,305,000 | 67 |
| Non-managed Assets ($) | $2,096,859,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,863,000 | 82 |
| 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 | $2,918,000 | 86 |
| Number of Managed Accounts | $2,119,000 | 79 |
| Number of Non-Managed Accounts | $799,000 | 81 |
| Total fiduciary and related assets | $5,040,256,000 | 76 |
| Managed Assets ($) | $2,883,470,000 | 67 |
| Non-managed Assets ($) | $2,156,786,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,859,000 | 81 |
| 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 | $2,876,000 | 86 |
| Number of Managed Accounts | $2,085,000 | 80 |
| Number of Non-Managed Accounts | $791,000 | 80 |
| Total fiduciary and related assets | $4,886,230,000 | 80 |
| Managed Assets ($) | $2,665,552,000 | 69 |
| Non-managed Assets ($) | $2,220,678,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,134,000 | 84 |
| 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 | $2,858,000 | 86 |
| Number of Managed Accounts | $2,055,000 | 80 |
| Number of Non-Managed Accounts | $803,000 | 81 |
| Total fiduciary and related assets | $4,694,301,000 | 79 |
| Managed Assets ($) | $2,545,863,000 | 71 |
| Non-managed Assets ($) | $2,148,438,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,410,000 | 86 |
| 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 | $2,910,000 | 89 |
| Number of Managed Accounts | $2,060,000 | 80 |
| Number of Non-Managed Accounts | $850,000 | 89 |
| Total fiduciary and related assets | $4,627,360,000 | 79 |
| Managed Assets ($) | $2,568,721,000 | 69 |
| Non-managed Assets ($) | $2,058,639,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,163,000 | 86 |
| 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 | $2,900,000 | 92 |
| Number of Managed Accounts | $2,056,000 | 86 |
| Number of Non-Managed Accounts | $844,000 | 81 |
| Total fiduciary and related assets | $4,470,143,000 | 83 |
| Managed Assets ($) | $2,520,522,000 | 75 |
| Non-managed Assets ($) | $1,949,621,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,680,000 | 92 |
| 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 | $2,996,000 | 93 |
| Number of Managed Accounts | $2,055,000 | 90 |
| Number of Non-Managed Accounts | $941,000 | 75 |
| Total fiduciary and related assets | $4,459,665,000 | 87 |
| Managed Assets ($) | $2,539,157,000 | 76 |
| Non-managed Assets ($) | $1,920,508,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,466,000 | 97 |
| 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 | $2,958,000 | 93 |
| Number of Managed Accounts | $2,017,000 | 90 |
| Number of Non-Managed Accounts | $941,000 | 75 |
| Total fiduciary and related assets | $4,374,229,000 | 88 |
| Managed Assets ($) | $2,411,834,000 | 80 |
| Non-managed Assets ($) | $1,962,395,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,102,000 | 98 |
| 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 | $2,922,000 | 99 |
| Number of Managed Accounts | $1,965,000 | 92 |
| Number of Non-Managed Accounts | $957,000 | 86 |
| Total fiduciary and related assets | $4,491,708,000 | 86 |
| Managed Assets ($) | $2,484,185,000 | 77 |
| Non-managed Assets ($) | $2,007,523,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,028,000 | 97 |
| 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 | $2,933,000 | 93 |
| Number of Managed Accounts | $1,948,000 | 90 |
| Number of Non-Managed Accounts | $985,000 | 72 |
| Total fiduciary and related assets | $4,202,861,000 | 88 |
| Managed Assets ($) | $2,350,775,000 | 80 |
| Non-managed Assets ($) | $1,852,086,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,783,000 | 98 |
| 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 | $2,868,000 | 95 |
| Number of Managed Accounts | $1,888,000 | 90 |
| Number of Non-Managed Accounts | $980,000 | 74 |
| Total fiduciary and related assets | $4,116,545,000 | 87 |
| Managed Assets ($) | $2,281,954,000 | 78 |
| Non-managed Assets ($) | $1,834,591,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,797,000 | 98 |
| 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 | $2,767,000 | 98 |
| Number of Managed Accounts | $1,814,000 | 95 |
| Number of Non-Managed Accounts | $953,000 | 81 |
| Total fiduciary and related assets | $4,010,852,000 | 91 |
| Managed Assets ($) | $2,246,218,000 | 82 |
| Non-managed Assets ($) | $1,764,634,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,839,000 | 101 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,767,000 | 110 |
| Number of Managed Accounts | $1,776,000 | 98 |
| Number of Non-Managed Accounts | $991,000 | 93 |
| Total fiduciary and related assets | $4,071,720,000 | 92 |
| Managed Assets ($) | $2,108,573,000 | 84 |
| Non-managed Assets ($) | $1,963,147,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,809,000 | 101 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,830,000 | 97 |
| Number of Managed Accounts | $1,795,000 | 95 |
| Number of Non-Managed Accounts | $1,035,000 | 81 |
| Total fiduciary and related assets | $4,004,844,000 | 88 |
| Managed Assets ($) | $2,027,020,000 | 87 |
| Non-managed Assets ($) | $1,977,824,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,854,000 | 102 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,841,000 | 97 |
| Number of Managed Accounts | $1,784,000 | 95 |
| Number of Non-Managed Accounts | $1,057,000 | 81 |
| Total fiduciary and related assets | $4,600,424,000 | 87 |
| Managed Assets ($) | $1,943,388,000 | 90 |
| Non-managed Assets ($) | $2,657,036,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,067,000 | 107 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,889,000 | 98 |
| Number of Managed Accounts | $1,834,000 | 95 |
| Number of Non-Managed Accounts | $1,055,000 | 81 |
| Total fiduciary and related assets | $4,606,452,000 | 86 |
| Managed Assets ($) | $1,927,589,000 | 93 |
| Non-managed Assets ($) | $2,678,863,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,596,000 | 106 |
| 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 | $2,865,000 | 106 |
| Number of Managed Accounts | $1,841,000 | 101 |
| Number of Non-Managed Accounts | $1,024,000 | 94 |
| Total fiduciary and related assets | $4,632,803,000 | 91 |
| Managed Assets ($) | $1,911,511,000 | 95 |
| Non-managed Assets ($) | $2,721,292,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,833,000 | 111 |
| 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 | $2,864,000 | 105 |
| Number of Managed Accounts | $1,851,000 | 99 |
| Number of Non-Managed Accounts | $1,013,000 | 91 |
| Total fiduciary and related assets | $4,775,520,000 | 90 |
| Managed Assets ($) | $1,952,467,000 | 91 |
| Non-managed Assets ($) | $2,823,053,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,176,000 | 115 |
| 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 | $2,867,000 | 104 |
| Number of Managed Accounts | $1,858,000 | 97 |
| Number of Non-Managed Accounts | $1,009,000 | 91 |
| Total fiduciary and related assets | $4,905,319,000 | 89 |
| Managed Assets ($) | $1,988,861,000 | 90 |
| Non-managed Assets ($) | $2,916,458,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,657,000 | 118 |
| 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 | $3,087,000 | 103 |
| Number of Managed Accounts | $1,910,000 | 103 |
| Number of Non-Managed Accounts | $1,177,000 | 85 |
| Total fiduciary and related assets | $4,363,310,000 | 94 |
| Managed Assets ($) | $2,007,717,000 | 91 |
| Non-managed Assets ($) | $2,355,593,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,311,000 | 121 |
| 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 | $3,086,000 | 107 |
| Number of Managed Accounts | $1,908,000 | 106 |
| Number of Non-Managed Accounts | $1,178,000 | 88 |
| Total fiduciary and related assets | $4,461,866,000 | 91 |
| Managed Assets ($) | $2,073,215,000 | 92 |
| Non-managed Assets ($) | $2,388,651,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,962,000 | 116 |
| 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 | $3,173,000 | 94 |
| Number of Managed Accounts | $1,969,000 | 97 |
| Number of Non-Managed Accounts | $1,204,000 | 85 |
| Total fiduciary and related assets | $4,948,245,000 | 85 |
| Managed Assets ($) | $2,615,758,000 | 80 |
| Non-managed Assets ($) | $2,332,487,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,760,000 | 97 |
| 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 | $15,055,000 | 88 |
| 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 | $14,332,000 | 110 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $13,624,000 | 111 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $12,401,000 | 121 |
| 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 | $10,102,000 | 144 |
| 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 | $9,275,000 | 164 |
| 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 | $8,715,000 | 163 |
| 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 | $7,914,000 | 171 |
| 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 | $7,106,000 | 180 |