Home > Union Bank and Trust Company > Fiduciary and Related Services
Union Bank and Trust Company, 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 | $9,114,000 | 39 |
| Number of Managed Accounts | $4,912,000 | 52 |
| Number of Non-Managed Accounts | $4,202,000 | 30 |
| Total fiduciary and related assets | $17,298,235,000 | 57 |
| Managed Assets ($) | $10,959,543,000 | 47 |
| Non-managed Assets ($) | $6,338,692,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,152,000 | 44 |
| 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 | $8,920,000 | 43 |
| Number of Managed Accounts | $4,775,000 | 52 |
| Number of Non-Managed Accounts | $4,145,000 | 30 |
| Total fiduciary and related assets | $16,757,853,000 | 57 |
| Managed Assets ($) | $10,753,088,000 | 48 |
| Non-managed Assets ($) | $6,004,765,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,957,000 | 45 |
| 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 | $8,706,000 | 42 |
| Number of Managed Accounts | $4,616,000 | 52 |
| Number of Non-Managed Accounts | $4,090,000 | 31 |
| Total fiduciary and related assets | $16,948,648,000 | 55 |
| Managed Assets ($) | $10,687,060,000 | 46 |
| Non-managed Assets ($) | $6,261,588,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,762,000 | 45 |
| 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 | $8,553,000 | 44 |
| Number of Managed Accounts | $4,435,000 | 56 |
| Number of Non-Managed Accounts | $4,118,000 | 32 |
| Total fiduciary and related assets | $16,740,772,000 | 62 |
| Managed Assets ($) | $10,702,719,000 | 49 |
| Non-managed Assets ($) | $6,038,053,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,273,000 | 46 |
| 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 | $8,289,000 | 46 |
| Number of Managed Accounts | $4,147,000 | 59 |
| Number of Non-Managed Accounts | $4,142,000 | 33 |
| Total fiduciary and related assets | $16,522,792,000 | 59 |
| Managed Assets ($) | $10,743,624,000 | 49 |
| Non-managed Assets ($) | $5,779,168,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,304,000 | 48 |
| 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 | $8,083,000 | 47 |
| Number of Managed Accounts | $4,022,000 | 62 |
| Number of Non-Managed Accounts | $4,061,000 | 32 |
| Total fiduciary and related assets | $16,234,087,000 | 60 |
| Managed Assets ($) | $10,850,658,000 | 45 |
| Non-managed Assets ($) | $5,383,429,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,925,000 | 49 |
| 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 | $7,960,000 | 42 |
| Number of Managed Accounts | $3,975,000 | 56 |
| Number of Non-Managed Accounts | $3,985,000 | 26 |
| Total fiduciary and related assets | $16,454,366,000 | 48 |
| Managed Assets ($) | $10,829,684,000 | 38 |
| Non-managed Assets ($) | $5,624,682,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,202,000 | 41 |
| 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 | $7,909,000 | 43 |
| Number of Managed Accounts | $3,917,000 | 58 |
| Number of Non-Managed Accounts | $3,992,000 | 27 |
| Total fiduciary and related assets | $16,901,945,000 | 48 |
| Managed Assets ($) | $10,743,946,000 | 41 |
| Non-managed Assets ($) | $6,157,999,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,932,000 | 41 |
| 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 | $7,879,000 | 42 |
| Number of Managed Accounts | $3,865,000 | 58 |
| Number of Non-Managed Accounts | $4,014,000 | 27 |
| Total fiduciary and related assets | $16,365,289,000 | 50 |
| Managed Assets ($) | $9,857,464,000 | 43 |
| Non-managed Assets ($) | $6,507,825,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,258,000 | 41 |
| 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 | $7,779,000 | 42 |
| Number of Managed Accounts | $3,809,000 | 58 |
| Number of Non-Managed Accounts | $3,970,000 | 27 |
| Total fiduciary and related assets | $15,811,621,000 | 52 |
| Managed Assets ($) | $9,582,970,000 | 43 |
| Non-managed Assets ($) | $6,228,651,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,857,000 | 42 |
| 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 | $7,564,000 | 42 |
| Number of Managed Accounts | $3,717,000 | 60 |
| Number of Non-Managed Accounts | $3,847,000 | 29 |
| Total fiduciary and related assets | $14,924,057,000 | 52 |
| Managed Assets ($) | $8,715,260,000 | 45 |
| Non-managed Assets ($) | $6,208,797,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,750,000 | 42 |
| 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 | $7,530,000 | 42 |
| Number of Managed Accounts | $3,706,000 | 59 |
| Number of Non-Managed Accounts | $3,824,000 | 29 |
| Total fiduciary and related assets | $13,797,695,000 | 53 |
| Managed Assets ($) | $8,194,881,000 | 45 |
| Non-managed Assets ($) | $5,602,814,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,558,000 | 43 |
| 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 | $7,458,000 | 43 |
| Number of Managed Accounts | $3,685,000 | 60 |
| Number of Non-Managed Accounts | $3,773,000 | 30 |
| Total fiduciary and related assets | $13,331,304,000 | 54 |
| Managed Assets ($) | $7,912,202,000 | 48 |
| Non-managed Assets ($) | $5,419,102,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,040,000 | 44 |
| 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 | $7,270,000 | 44 |
| Number of Managed Accounts | $3,601,000 | 60 |
| Number of Non-Managed Accounts | $3,669,000 | 29 |
| Total fiduciary and related assets | $12,028,761,000 | 53 |
| Managed Assets ($) | $7,089,172,000 | 48 |
| Non-managed Assets ($) | $4,939,589,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,627,000 | 44 |
| 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 | $7,277,000 | 43 |
| Number of Managed Accounts | $3,600,000 | 60 |
| Number of Non-Managed Accounts | $3,677,000 | 29 |
| Total fiduciary and related assets | $11,289,968,000 | 53 |
| Managed Assets ($) | $6,857,222,000 | 48 |
| Non-managed Assets ($) | $4,432,746,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,013,000 | 43 |
| 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 | $7,251,000 | 44 |
| Number of Managed Accounts | $3,556,000 | 60 |
| Number of Non-Managed Accounts | $3,695,000 | 28 |
| Total fiduciary and related assets | $9,910,782,000 | 53 |
| Managed Assets ($) | $5,894,989,000 | 49 |
| Non-managed Assets ($) | $4,015,793,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,583,000 | 43 |
| 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 | $7,110,000 | 45 |
| Number of Managed Accounts | $3,482,000 | 61 |
| Number of Non-Managed Accounts | $3,628,000 | 29 |
| Total fiduciary and related assets | $10,724,931,000 | 53 |
| Managed Assets ($) | $6,182,913,000 | 50 |
| Non-managed Assets ($) | $4,542,018,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,612,000 | 44 |
| 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 | $6,964,000 | 46 |
| Number of Managed Accounts | $3,403,000 | 64 |
| Number of Non-Managed Accounts | $3,561,000 | 28 |
| Total fiduciary and related assets | $8,442,329,000 | 63 |
| Managed Assets ($) | $4,478,881,000 | 58 |
| Non-managed Assets ($) | $3,963,448,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,056,000 | 45 |
| 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 | $6,785,000 | 46 |
| Number of Managed Accounts | $3,364,000 | 65 |
| Number of Non-Managed Accounts | $3,421,000 | 31 |
| Total fiduciary and related assets | $8,358,887,000 | 62 |
| Managed Assets ($) | $4,433,082,000 | 57 |
| Non-managed Assets ($) | $3,925,805,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,425,000 | 45 |
| 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 | $6,541,000 | 48 |
| Number of Managed Accounts | $3,311,000 | 65 |
| Number of Non-Managed Accounts | $3,230,000 | 32 |
| Total fiduciary and related assets | $8,014,465,000 | 62 |
| Managed Assets ($) | $4,187,748,000 | 59 |
| Non-managed Assets ($) | $3,826,717,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,678,000 | 44 |
| 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 | $6,347,000 | 49 |
| Number of Managed Accounts | $3,279,000 | 64 |
| Number of Non-Managed Accounts | $3,068,000 | 34 |
| Total fiduciary and related assets | $7,678,403,000 | 60 |
| Managed Assets ($) | $3,978,569,000 | 58 |
| Non-managed Assets ($) | $3,699,834,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,150,000 | 44 |
| 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 | $6,297,000 | 49 |
| Number of Managed Accounts | $3,253,000 | 65 |
| Number of Non-Managed Accounts | $3,044,000 | 33 |
| Total fiduciary and related assets | $8,155,937,000 | 61 |
| Managed Assets ($) | $4,190,031,000 | 58 |
| Non-managed Assets ($) | $3,965,906,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,471,000 | 44 |
| 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 | $6,227,000 | 46 |
| Number of Managed Accounts | $3,203,000 | 65 |
| Number of Non-Managed Accounts | $3,024,000 | 33 |
| Total fiduciary and related assets | $7,847,583,000 | 61 |
| Managed Assets ($) | $4,077,727,000 | 58 |
| Non-managed Assets ($) | $3,769,856,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,074,000 | 44 |
| 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 | $6,248,000 | 49 |
| Number of Managed Accounts | $3,181,000 | 65 |
| Number of Non-Managed Accounts | $3,067,000 | 32 |
| Total fiduciary and related assets | $7,517,337,000 | 64 |
| Managed Assets ($) | $3,881,897,000 | 61 |
| Non-managed Assets ($) | $3,635,440,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,885,000 | 44 |
| 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 | $6,072,000 | 51 |
| Number of Managed Accounts | $3,138,000 | 65 |
| Number of Non-Managed Accounts | $2,934,000 | 35 |
| Total fiduciary and related assets | $7,437,905,000 | 65 |
| Managed Assets ($) | $3,837,060,000 | 62 |
| Non-managed Assets ($) | $3,600,845,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,114,000 | 47 |
| 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 | $6,012,000 | 50 |
| Number of Managed Accounts | $3,088,000 | 66 |
| Number of Non-Managed Accounts | $2,924,000 | 32 |
| Total fiduciary and related assets | $7,208,816,000 | 64 |
| Managed Assets ($) | $3,863,874,000 | 59 |
| Non-managed Assets ($) | $3,344,942,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,049,000 | 48 |
| 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 | $6,030,000 | 49 |
| Number of Managed Accounts | $3,076,000 | 63 |
| Number of Non-Managed Accounts | $2,954,000 | 32 |
| Total fiduciary and related assets | $6,730,136,000 | 65 |
| Managed Assets ($) | $3,587,331,000 | 60 |
| Non-managed Assets ($) | $3,142,805,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,442,000 | 52 |
| 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 | $6,080,000 | 50 |
| Number of Managed Accounts | $3,012,000 | 64 |
| Number of Non-Managed Accounts | $3,068,000 | 32 |
| Total fiduciary and related assets | $6,358,202,000 | 66 |
| Managed Assets ($) | $3,388,388,000 | 62 |
| Non-managed Assets ($) | $2,969,814,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,404,000 | 52 |
| 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 | $6,098,000 | 51 |
| Number of Managed Accounts | $2,981,000 | 66 |
| Number of Non-Managed Accounts | $3,117,000 | 34 |
| Total fiduciary and related assets | $6,150,948,000 | 66 |
| Managed Assets ($) | $3,299,262,000 | 64 |
| Non-managed Assets ($) | $2,851,686,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,356,000 | 55 |
| 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 | $6,062,000 | 47 |
| Number of Managed Accounts | $2,953,000 | 65 |
| Number of Non-Managed Accounts | $3,109,000 | 32 |
| Total fiduciary and related assets | $5,857,292,000 | 69 |
| Managed Assets ($) | $3,156,299,000 | 65 |
| Non-managed Assets ($) | $2,700,993,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,568,000 | 55 |
| 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 | $6,100,000 | 47 |
| Number of Managed Accounts | $2,974,000 | 66 |
| Number of Non-Managed Accounts | $3,126,000 | 32 |
| Total fiduciary and related assets | $5,781,122,000 | 70 |
| Managed Assets ($) | $3,043,673,000 | 65 |
| Non-managed Assets ($) | $2,737,449,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,020,000 | 56 |
| 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 | $6,029,000 | 47 |
| Number of Managed Accounts | $2,953,000 | 66 |
| Number of Non-Managed Accounts | $3,076,000 | 32 |
| Total fiduciary and related assets | $5,609,420,000 | 69 |
| Managed Assets ($) | $2,898,434,000 | 68 |
| Non-managed Assets ($) | $2,710,986,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,430,000 | 56 |
| 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 | $6,094,000 | 48 |
| Number of Managed Accounts | $2,990,000 | 62 |
| Number of Non-Managed Accounts | $3,104,000 | 33 |
| Total fiduciary and related assets | $5,425,139,000 | 70 |
| Managed Assets ($) | $2,877,526,000 | 66 |
| Non-managed Assets ($) | $2,547,613,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $39,360,000 | 55 |
| 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 | $5,990,000 | 47 |
| Number of Managed Accounts | $2,991,000 | 63 |
| Number of Non-Managed Accounts | $2,999,000 | 32 |
| Total fiduciary and related assets | $5,355,344,000 | 69 |
| Managed Assets ($) | $2,947,773,000 | 65 |
| Non-managed Assets ($) | $2,407,571,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,664,000 | 55 |
| 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 | $5,965,000 | 48 |
| Number of Managed Accounts | $2,956,000 | 63 |
| Number of Non-Managed Accounts | $3,009,000 | 31 |
| Total fiduciary and related assets | $5,626,669,000 | 70 |
| Managed Assets ($) | $3,135,595,000 | 67 |
| Non-managed Assets ($) | $2,491,074,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,740,000 | 56 |
| 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 | $5,951,000 | 49 |
| Number of Managed Accounts | $2,958,000 | 61 |
| Number of Non-Managed Accounts | $2,993,000 | 33 |
| Total fiduciary and related assets | $5,586,258,000 | 71 |
| Managed Assets ($) | $3,034,651,000 | 67 |
| Non-managed Assets ($) | $2,551,607,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,556,000 | 57 |
| 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 | $6,010,000 | 49 |
| Number of Managed Accounts | $3,004,000 | 60 |
| Number of Non-Managed Accounts | $3,006,000 | 37 |
| Total fiduciary and related assets | $5,474,894,000 | 70 |
| Managed Assets ($) | $2,970,957,000 | 67 |
| Non-managed Assets ($) | $2,503,937,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,702,000 | 56 |
| 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 | $5,938,000 | 47 |
| Number of Managed Accounts | $2,987,000 | 59 |
| Number of Non-Managed Accounts | $2,951,000 | 35 |
| Total fiduciary and related assets | $5,444,254,000 | 70 |
| Managed Assets ($) | $2,896,222,000 | 68 |
| Non-managed Assets ($) | $2,548,032,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,384,000 | 56 |
| 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 | $6,031,000 | 46 |
| Number of Managed Accounts | $3,000,000 | 58 |
| Number of Non-Managed Accounts | $3,031,000 | 35 |
| Total fiduciary and related assets | $6,291,869,000 | 65 |
| Managed Assets ($) | $2,829,604,000 | 68 |
| Non-managed Assets ($) | $3,462,265,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,989,000 | 56 |
| 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 | $5,944,000 | 48 |
| Number of Managed Accounts | $3,027,000 | 60 |
| Number of Non-Managed Accounts | $2,917,000 | 37 |
| Total fiduciary and related assets | $5,683,185,000 | 67 |
| Managed Assets ($) | $2,596,969,000 | 71 |
| Non-managed Assets ($) | $3,086,216,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,808,000 | 57 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,954,000 | 48 |
| Number of Managed Accounts | $2,994,000 | 60 |
| Number of Non-Managed Accounts | $2,960,000 | 38 |
| Total fiduciary and related assets | $5,647,185,000 | 67 |
| Managed Assets ($) | $2,569,395,000 | 74 |
| Non-managed Assets ($) | $3,077,790,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,247,000 | 55 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,834,000 | 48 |
| Number of Managed Accounts | $2,947,000 | 60 |
| Number of Non-Managed Accounts | $2,887,000 | 37 |
| Total fiduciary and related assets | $5,462,197,000 | 67 |
| Managed Assets ($) | $2,548,091,000 | 72 |
| Non-managed Assets ($) | $2,914,106,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,503,000 | 57 |
| 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 | $5,805,000 | 47 |
| Number of Managed Accounts | $2,923,000 | 58 |
| Number of Non-Managed Accounts | $2,882,000 | 39 |
| Total fiduciary and related assets | $5,949,542,000 | 63 |
| Managed Assets ($) | $2,612,253,000 | 70 |
| Non-managed Assets ($) | $3,337,289,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,357,000 | 55 |
| 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 | $5,835,000 | 47 |
| Number of Managed Accounts | $2,971,000 | 56 |
| Number of Non-Managed Accounts | $2,864,000 | 37 |
| Total fiduciary and related assets | $5,801,068,000 | 65 |
| Managed Assets ($) | $2,558,554,000 | 71 |
| Non-managed Assets ($) | $3,242,514,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,942,000 | 57 |
| 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 | $5,800,000 | 49 |
| Number of Managed Accounts | $3,026,000 | 53 |
| Number of Non-Managed Accounts | $2,774,000 | 39 |
| Total fiduciary and related assets | $5,496,901,000 | 65 |
| Managed Assets ($) | $3,244,770,000 | 59 |
| Non-managed Assets ($) | $2,252,131,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,892,000 | 60 |
| 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 | $5,700,000 | 46 |
| Number of Managed Accounts | $2,980,000 | 52 |
| Number of Non-Managed Accounts | $2,720,000 | 37 |
| Total fiduciary and related assets | $5,275,267,000 | 65 |
| Managed Assets ($) | $3,133,974,000 | 58 |
| Non-managed Assets ($) | $2,141,293,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,535,000 | 61 |
| 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 | $5,728,000 | 49 |
| Number of Managed Accounts | $2,995,000 | 52 |
| Number of Non-Managed Accounts | $2,733,000 | 38 |
| Total fiduciary and related assets | $5,070,568,000 | 66 |
| Managed Assets ($) | $3,010,558,000 | 58 |
| Non-managed Assets ($) | $2,060,010,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,320,000 | 61 |
| 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 | $5,706,000 | 51 |
| Number of Managed Accounts | $2,995,000 | 54 |
| Number of Non-Managed Accounts | $2,711,000 | 40 |
| Total fiduciary and related assets | $5,092,998,000 | 66 |
| Managed Assets ($) | $2,968,403,000 | 58 |
| Non-managed Assets ($) | $2,124,595,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,015,000 | 60 |
| 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 | $5,764,000 | 49 |
| Number of Managed Accounts | $3,007,000 | 54 |
| Number of Non-Managed Accounts | $2,757,000 | 40 |
| Total fiduciary and related assets | $4,737,833,000 | 66 |
| Managed Assets ($) | $2,836,292,000 | 59 |
| Non-managed Assets ($) | $1,901,541,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,649,000 | 51 |
| 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 | $5,608,000 | 52 |
| Number of Managed Accounts | $3,026,000 | 55 |
| Number of Non-Managed Accounts | $2,582,000 | 41 |
| Total fiduciary and related assets | $4,554,230,000 | 68 |
| Managed Assets ($) | $2,761,558,000 | 60 |
| Non-managed Assets ($) | $1,792,672,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,170,000 | 52 |
| 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 | $5,654,000 | 53 |
| Number of Managed Accounts | $3,057,000 | 55 |
| Number of Non-Managed Accounts | $2,597,000 | 43 |
| Total fiduciary and related assets | $4,638,496,000 | 71 |
| Managed Assets ($) | $2,691,436,000 | 65 |
| Non-managed Assets ($) | $1,947,060,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,388,000 | 52 |
| 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 | $5,684,000 | 51 |
| Number of Managed Accounts | $3,083,000 | 53 |
| Number of Non-Managed Accounts | $2,601,000 | 44 |
| Total fiduciary and related assets | $4,545,414,000 | 71 |
| Managed Assets ($) | $2,529,575,000 | 66 |
| Non-managed Assets ($) | $2,015,839,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,289,000 | 51 |
| 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 | $5,685,000 | 52 |
| Number of Managed Accounts | $3,101,000 | 53 |
| Number of Non-Managed Accounts | $2,584,000 | 46 |
| Total fiduciary and related assets | $4,699,785,000 | 70 |
| Managed Assets ($) | $2,733,434,000 | 63 |
| Non-managed Assets ($) | $1,966,351,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,513,000 | 42 |
| 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 | $4,486,000 | 60 |
| Number of Managed Accounts | $3,134,000 | 50 |
| Number of Non-Managed Accounts | $1,352,000 | 57 |
| Total fiduciary and related assets | $4,601,092,000 | 68 |
| Managed Assets ($) | $2,694,768,000 | 61 |
| Non-managed Assets ($) | $1,906,324,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,656,000 | 44 |
| 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 | $4,471,000 | 60 |
| Number of Managed Accounts | $3,122,000 | 50 |
| Number of Non-Managed Accounts | $1,349,000 | 59 |
| Total fiduciary and related assets | $4,332,979,000 | 68 |
| Managed Assets ($) | $2,488,421,000 | 66 |
| Non-managed Assets ($) | $1,844,558,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,707,000 | 44 |
| 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 | $4,508,000 | 60 |
| Number of Managed Accounts | $3,151,000 | 50 |
| Number of Non-Managed Accounts | $1,357,000 | 57 |
| Total fiduciary and related assets | $4,448,292,000 | 70 |
| Managed Assets ($) | $2,540,040,000 | 64 |
| Non-managed Assets ($) | $1,908,252,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,643,000 | 44 |
| 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 | $4,535,000 | 68 |
| Number of Managed Accounts | $3,331,000 | 51 |
| Number of Non-Managed Accounts | $1,204,000 | 69 |
| Total fiduciary and related assets | $4,618,764,000 | 70 |
| Managed Assets ($) | $2,928,383,000 | 61 |
| Non-managed Assets ($) | $1,690,381,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,377,000 | 48 |
| 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 | $4,531,000 | 63 |
| Number of Managed Accounts | $3,368,000 | 50 |
| Number of Non-Managed Accounts | $1,163,000 | 65 |
| Total fiduciary and related assets | $4,703,823,000 | 70 |
| Managed Assets ($) | $2,989,207,000 | 63 |
| Non-managed Assets ($) | $1,714,616,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,254,000 | 49 |
| 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 | $4,586,000 | 65 |
| Number of Managed Accounts | $3,431,000 | 52 |
| Number of Non-Managed Accounts | $1,155,000 | 63 |
| Total fiduciary and related assets | $4,618,638,000 | 69 |
| Managed Assets ($) | $2,996,742,000 | 61 |
| Non-managed Assets ($) | $1,621,896,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,344,000 | 51 |
| 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 | $4,629,000 | 62 |
| Number of Managed Accounts | $3,491,000 | 50 |
| Number of Non-Managed Accounts | $1,138,000 | 63 |
| Total fiduciary and related assets | $4,286,478,000 | 72 |
| Managed Assets ($) | $2,735,117,000 | 62 |
| Non-managed Assets ($) | $1,551,361,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,362,000 | 50 |
| 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 | $4,626,000 | 68 |
| Number of Managed Accounts | $3,499,000 | 53 |
| Number of Non-Managed Accounts | $1,127,000 | 76 |
| Total fiduciary and related assets | $4,189,668,000 | 73 |
| Managed Assets ($) | $2,736,074,000 | 63 |
| Non-managed Assets ($) | $1,453,594,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,833,000 | 50 |
| 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 | $4,883,000 | 59 |
| Number of Managed Accounts | $3,755,000 | 48 |
| Number of Non-Managed Accounts | $1,128,000 | 67 |
| Total fiduciary and related assets | $4,700,095,000 | 72 |
| Managed Assets ($) | $3,011,646,000 | 63 |
| Non-managed Assets ($) | $1,688,449,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,007,000 | 52 |
| 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 | $5,072,000 | 58 |
| Number of Managed Accounts | $3,579,000 | 52 |
| Number of Non-Managed Accounts | $1,493,000 | 61 |
| Total fiduciary and related assets | $4,659,963,000 | 78 |
| Managed Assets ($) | $2,844,157,000 | 68 |
| Non-managed Assets ($) | $1,815,806,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,602,000 | 53 |
| 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 | $5,371,000 | 55 |
| Number of Managed Accounts | $3,551,000 | 56 |
| Number of Non-Managed Accounts | $1,820,000 | 53 |
| Total fiduciary and related assets | $4,680,161,000 | 79 |
| Managed Assets ($) | $2,810,939,000 | 68 |
| Non-managed Assets ($) | $1,869,222,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,290,000 | 54 |
| 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 | $5,094,000 | 60 |
| Number of Managed Accounts | $3,542,000 | 52 |
| Number of Non-Managed Accounts | $1,552,000 | 62 |
| Total fiduciary and related assets | $4,986,000,000 | 76 |
| Managed Assets ($) | $2,927,459,000 | 66 |
| Non-managed Assets ($) | $2,058,541,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,721,000 | 53 |
| 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 | $4,889,000 | 60 |
| Number of Managed Accounts | $3,489,000 | 50 |
| Number of Non-Managed Accounts | $1,400,000 | 59 |
| Total fiduciary and related assets | $5,068,719,000 | 74 |
| Managed Assets ($) | $3,034,892,000 | 64 |
| Non-managed Assets ($) | $2,033,827,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,937,000 | 53 |
| 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 | $4,695,000 | 65 |
| Number of Managed Accounts | $3,444,000 | 52 |
| Number of Non-Managed Accounts | $1,251,000 | 62 |
| Total fiduciary and related assets | $4,886,742,000 | 79 |
| Managed Assets ($) | $3,052,506,000 | 66 |
| Non-managed Assets ($) | $1,834,236,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,882,000 | 55 |
| 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 | $4,487,000 | 65 |
| Number of Managed Accounts | $3,378,000 | 50 |
| Number of Non-Managed Accounts | $1,109,000 | 65 |
| Total fiduciary and related assets | $4,605,250,000 | 81 |
| Managed Assets ($) | $2,723,146,000 | 67 |
| Non-managed Assets ($) | $1,882,104,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,229,000 | 57 |
| 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 | $4,704,000 | 66 |
| Number of Managed Accounts | $3,589,000 | 50 |
| Number of Non-Managed Accounts | $1,115,000 | 76 |
| Total fiduciary and related assets | $5,303,033,000 | 73 |
| Managed Assets ($) | $2,861,478,000 | 65 |
| Non-managed Assets ($) | $2,441,555,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,778,000 | 60 |
| 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 | $5,361,000 | 56 |
| Number of Managed Accounts | $3,481,000 | 55 |
| Number of Non-Managed Accounts | $1,880,000 | 56 |
| Total fiduciary and related assets | $5,252,270,000 | 79 |
| Managed Assets ($) | $2,836,514,000 | 69 |
| Non-managed Assets ($) | $2,415,756,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,523,000 | 65 |
| 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 | $5,198,000 | 60 |
| Number of Managed Accounts | $3,372,000 | 58 |
| Number of Non-Managed Accounts | $1,826,000 | 56 |
| Total fiduciary and related assets | $5,128,514,000 | 84 |
| Managed Assets ($) | $2,736,178,000 | 73 |
| Non-managed Assets ($) | $2,392,336,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,941,000 | 72 |
| 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 | $4,496,000 | 71 |
| Number of Managed Accounts | $3,327,000 | 58 |
| Number of Non-Managed Accounts | $1,169,000 | 64 |
| Total fiduciary and related assets | $5,210,744,000 | 82 |
| Managed Assets ($) | $2,749,727,000 | 73 |
| Non-managed Assets ($) | $2,461,017,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,786,000 | 70 |
| 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 | $4,941,000 | 71 |
| Number of Managed Accounts | $3,642,000 | 55 |
| Number of Non-Managed Accounts | $1,299,000 | 68 |
| Total fiduciary and related assets | $6,117,625,000 | 79 |
| Managed Assets ($) | $3,549,603,000 | 71 |
| Non-managed Assets ($) | $2,568,022,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,071,000 | 62 |
| 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 | $4,865,000 | 66 |
| Number of Managed Accounts | $3,615,000 | 54 |
| Number of Non-Managed Accounts | $1,250,000 | 60 |
| Total fiduciary and related assets | $5,695,549,000 | 81 |
| Managed Assets ($) | $3,396,107,000 | 71 |
| Non-managed Assets ($) | $2,299,442,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,438,000 | 61 |
| 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 | $4,615,000 | 66 |
| Number of Managed Accounts | $3,410,000 | 57 |
| Number of Non-Managed Accounts | $1,205,000 | 63 |
| Total fiduciary and related assets | $5,230,525,000 | 80 |
| Managed Assets ($) | $3,007,580,000 | 71 |
| Non-managed Assets ($) | $2,222,945,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,305,000 | 55 |
| 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 | $4,432,000 | 69 |
| Number of Managed Accounts | $3,244,000 | 64 |
| Number of Non-Managed Accounts | $1,188,000 | 67 |
| Total fiduciary and related assets | $5,162,686,000 | 82 |
| Managed Assets ($) | $2,973,237,000 | 75 |
| Non-managed Assets ($) | $2,189,449,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,836,000 | 52 |
| 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 | $5,332,000 | 68 |
| Number of Managed Accounts | $3,836,000 | 55 |
| Number of Non-Managed Accounts | $1,496,000 | 69 |
| Total fiduciary and related assets | $4,972,407,000 | 84 |
| Managed Assets ($) | $2,871,690,000 | 76 |
| Non-managed Assets ($) | $2,100,717,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,157,000 | 73 |
| 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 | $5,182,000 | 64 |
| Number of Managed Accounts | $3,711,000 | 54 |
| Number of Non-Managed Accounts | $1,471,000 | 63 |
| Total fiduciary and related assets | $4,657,987,000 | 85 |
| Managed Assets ($) | $2,750,950,000 | 76 |
| Non-managed Assets ($) | $1,907,037,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,863,000 | 76 |
| 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 | $5,107,000 | 65 |
| Number of Managed Accounts | $3,667,000 | 53 |
| Number of Non-Managed Accounts | $1,440,000 | 66 |
| Total fiduciary and related assets | $4,436,578,000 | 88 |
| Managed Assets ($) | $2,652,392,000 | 79 |
| Non-managed Assets ($) | $1,784,186,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,033,000 | 81 |
| 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 | $5,302,000 | 66 |
| Number of Managed Accounts | $3,861,000 | 53 |
| Number of Non-Managed Accounts | $1,441,000 | 65 |
| Total fiduciary and related assets | $4,068,498,000 | 91 |
| Managed Assets ($) | $2,655,669,000 | 81 |
| Non-managed Assets ($) | $1,412,829,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,259,000 | 84 |
| 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 | $5,505,000 | 66 |
| Number of Managed Accounts | $4,038,000 | 55 |
| Number of Non-Managed Accounts | $1,467,000 | 72 |
| Total fiduciary and related assets | $3,920,558,000 | 94 |
| Managed Assets ($) | $2,617,412,000 | 81 |
| Non-managed Assets ($) | $1,303,146,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,329,000 | 82 |
| 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 | $5,349,000 | 69 |
| Number of Managed Accounts | $3,935,000 | 54 |
| Number of Non-Managed Accounts | $1,414,000 | 72 |
| Total fiduciary and related assets | $3,609,583,000 | 99 |
| Managed Assets ($) | $2,466,481,000 | 83 |
| Non-managed Assets ($) | $1,143,102,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,475,000 | 83 |
| 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 | $5,205,000 | 71 |
| Number of Managed Accounts | $3,840,000 | 55 |
| Number of Non-Managed Accounts | $1,365,000 | 76 |
| Total fiduciary and related assets | $2,911,793,000 | 108 |
| Managed Assets ($) | $2,159,331,000 | 87 |
| Non-managed Assets ($) | $752,462,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,368,000 | 83 |
| 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 | $5,096,000 | 73 |
| Number of Managed Accounts | $3,850,000 | 57 |
| Number of Non-Managed Accounts | $1,246,000 | 79 |
| Total fiduciary and related assets | $2,765,189,000 | 114 |
| Managed Assets ($) | $2,075,609,000 | 90 |
| Non-managed Assets ($) | $689,580,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,390,000 | 88 |
| 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 | $5,074,000 | 78 |
| Number of Managed Accounts | $3,810,000 | 60 |
| Number of Non-Managed Accounts | $1,264,000 | 85 |
| Total fiduciary and related assets | $2,742,134,000 | 111 |
| Managed Assets ($) | $2,079,852,000 | 91 |
| Non-managed Assets ($) | $662,282,000 | 139 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,797,000 | 87 |
| 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 | $5,196,000 | 69 |
| Number of Managed Accounts | $2,824,000 | 71 |
| Number of Non-Managed Accounts | $2,372,000 | 57 |
| Total fiduciary and related assets | $2,479,643,000 | 111 |
| Managed Assets ($) | $1,720,105,000 | 99 |
| Non-managed Assets ($) | $759,538,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,993,000 | 88 |
| 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 | $20,398,000 | 79 |
| 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 | $22,066,000 | 89 |
| 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 | $19,117,000 | 95 |
| 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 | $14,087,000 | 111 |
| 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 | $12,508,000 | 123 |
| 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 | $7,717,000 | 181 |
| 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 | $10,927,000 | 141 |
| 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 | $9,657,000 | 152 |
| 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 | $9,461,000 | 147 |