Home > Washington Trust Bank > Fiduciary and Related Services
Washington Trust 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 | $2,628,000 | 113 |
| Number of Managed Accounts | $2,524,000 | 86 |
| Number of Non-Managed Accounts | $104,000 | 254 |
| Total fiduciary and related assets | $7,691,544,000 | 88 |
| Managed Assets ($) | $4,696,065,000 | 81 |
| Non-managed Assets ($) | $2,995,479,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,259,000 | 101 |
| 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 | $2,632,000 | 110 |
| Number of Managed Accounts | $2,526,000 | 88 |
| Number of Non-Managed Accounts | $106,000 | 190 |
| Total fiduciary and related assets | $7,246,084,000 | 91 |
| Managed Assets ($) | $4,458,726,000 | 82 |
| Non-managed Assets ($) | $2,787,358,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,828,000 | 104 |
| 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 | $2,645,000 | 107 |
| Number of Managed Accounts | $2,537,000 | 83 |
| Number of Non-Managed Accounts | $108,000 | 208 |
| Total fiduciary and related assets | $7,264,606,000 | 87 |
| Managed Assets ($) | $4,469,332,000 | 80 |
| Non-managed Assets ($) | $2,795,274,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,832,000 | 102 |
| 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 | $2,653,000 | 112 |
| Number of Managed Accounts | $2,543,000 | 92 |
| Number of Non-Managed Accounts | $110,000 | 187 |
| Total fiduciary and related assets | $6,760,911,000 | 96 |
| Managed Assets ($) | $4,050,080,000 | 88 |
| Non-managed Assets ($) | $2,710,831,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,724,000 | 110 |
| 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 | $2,659,000 | 109 |
| Number of Managed Accounts | $2,534,000 | 90 |
| Number of Non-Managed Accounts | $125,000 | 185 |
| Total fiduciary and related assets | $5,963,642,000 | 101 |
| Managed Assets ($) | $3,511,729,000 | 94 |
| Non-managed Assets ($) | $2,451,913,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,295,000 | 114 |
| 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 | $2,648,000 | 97 |
| Number of Managed Accounts | $2,524,000 | 83 |
| Number of Non-Managed Accounts | $124,000 | 177 |
| Total fiduciary and related assets | $6,007,042,000 | 79 |
| Managed Assets ($) | $3,528,747,000 | 81 |
| Non-managed Assets ($) | $2,478,295,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,018,000 | 95 |
| 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 | $2,633,000 | 99 |
| Number of Managed Accounts | $2,512,000 | 84 |
| Number of Non-Managed Accounts | $121,000 | 169 |
| Total fiduciary and related assets | $6,665,375,000 | 79 |
| Managed Assets ($) | $3,789,832,000 | 82 |
| Non-managed Assets ($) | $2,875,543,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,438,000 | 96 |
| 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 | $2,627,000 | 101 |
| Number of Managed Accounts | $2,503,000 | 85 |
| Number of Non-Managed Accounts | $124,000 | 214 |
| Total fiduciary and related assets | $6,683,217,000 | 81 |
| Managed Assets ($) | $3,804,704,000 | 84 |
| Non-managed Assets ($) | $2,878,513,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,811,000 | 96 |
| 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 | $2,595,000 | 101 |
| Number of Managed Accounts | $2,471,000 | 87 |
| Number of Non-Managed Accounts | $124,000 | 162 |
| Total fiduciary and related assets | $6,463,828,000 | 79 |
| Managed Assets ($) | $3,684,952,000 | 84 |
| Non-managed Assets ($) | $2,778,876,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,172,000 | 93 |
| 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 | $2,556,000 | 102 |
| Number of Managed Accounts | $2,432,000 | 90 |
| Number of Non-Managed Accounts | $124,000 | 168 |
| Total fiduciary and related assets | $6,340,784,000 | 79 |
| Managed Assets ($) | $3,633,743,000 | 84 |
| Non-managed Assets ($) | $2,707,041,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,758,000 | 92 |
| 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 | $2,545,000 | 103 |
| Number of Managed Accounts | $2,422,000 | 90 |
| Number of Non-Managed Accounts | $123,000 | 169 |
| Total fiduciary and related assets | $6,118,403,000 | 79 |
| Managed Assets ($) | $3,524,256,000 | 80 |
| Non-managed Assets ($) | $2,594,147,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,113,000 | 98 |
| 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 | $2,556,000 | 106 |
| Number of Managed Accounts | $2,433,000 | 88 |
| Number of Non-Managed Accounts | $123,000 | 223 |
| Total fiduciary and related assets | $5,947,731,000 | 82 |
| Managed Assets ($) | $3,415,610,000 | 84 |
| Non-managed Assets ($) | $2,532,121,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,862,000 | 97 |
| 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 | $2,545,000 | 102 |
| Number of Managed Accounts | $2,421,000 | 88 |
| Number of Non-Managed Accounts | $124,000 | 170 |
| Total fiduciary and related assets | $5,586,563,000 | 79 |
| Managed Assets ($) | $3,246,902,000 | 80 |
| Non-managed Assets ($) | $2,339,661,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,057,000 | 95 |
| 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 | $2,555,000 | 103 |
| Number of Managed Accounts | $2,425,000 | 89 |
| Number of Non-Managed Accounts | $130,000 | 178 |
| Total fiduciary and related assets | $5,459,746,000 | 78 |
| Managed Assets ($) | $3,295,979,000 | 78 |
| Non-managed Assets ($) | $2,163,767,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,322,000 | 96 |
| 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 | $2,547,000 | 102 |
| Number of Managed Accounts | $2,417,000 | 88 |
| Number of Non-Managed Accounts | $130,000 | 172 |
| Total fiduciary and related assets | $5,105,743,000 | 78 |
| Managed Assets ($) | $3,151,694,000 | 75 |
| Non-managed Assets ($) | $1,954,049,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,691,000 | 100 |
| 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 | $2,523,000 | 108 |
| Number of Managed Accounts | $2,398,000 | 92 |
| Number of Non-Managed Accounts | $125,000 | 238 |
| Total fiduciary and related assets | $5,449,987,000 | 77 |
| Managed Assets ($) | $3,352,548,000 | 79 |
| Non-managed Assets ($) | $2,097,439,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,668,000 | 102 |
| 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 | $2,508,000 | 104 |
| Number of Managed Accounts | $2,381,000 | 89 |
| Number of Non-Managed Accounts | $127,000 | 171 |
| Total fiduciary and related assets | $5,139,261,000 | 85 |
| Managed Assets ($) | $3,131,263,000 | 81 |
| Non-managed Assets ($) | $2,007,998,000 | 72 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,130,000 | 103 |
| 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 | $2,506,000 | 105 |
| Number of Managed Accounts | $2,377,000 | 90 |
| Number of Non-Managed Accounts | $129,000 | 175 |
| Total fiduciary and related assets | $5,021,365,000 | 85 |
| Managed Assets ($) | $3,084,866,000 | 81 |
| Non-managed Assets ($) | $1,936,499,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,769,000 | 102 |
| 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 | $2,478,000 | 107 |
| Number of Managed Accounts | $2,348,000 | 89 |
| Number of Non-Managed Accounts | $130,000 | 180 |
| Total fiduciary and related assets | $4,764,350,000 | 89 |
| Managed Assets ($) | $3,052,763,000 | 80 |
| Non-managed Assets ($) | $1,711,587,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,206,000 | 102 |
| 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 | $2,466,000 | 107 |
| Number of Managed Accounts | $2,329,000 | 88 |
| Number of Non-Managed Accounts | $137,000 | 222 |
| Total fiduciary and related assets | $4,341,174,000 | 88 |
| Managed Assets ($) | $2,751,409,000 | 81 |
| Non-managed Assets ($) | $1,589,765,000 | 82 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,138,000 | 98 |
| 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 | $2,421,000 | 103 |
| Number of Managed Accounts | $2,281,000 | 88 |
| Number of Non-Managed Accounts | $140,000 | 170 |
| Total fiduciary and related assets | $4,575,385,000 | 87 |
| Managed Assets ($) | $2,890,404,000 | 82 |
| Non-managed Assets ($) | $1,684,981,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,439,000 | 103 |
| 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 | $2,388,000 | 104 |
| Number of Managed Accounts | $2,246,000 | 88 |
| Number of Non-Managed Accounts | $142,000 | 173 |
| Total fiduciary and related assets | $4,431,138,000 | 90 |
| Managed Assets ($) | $2,793,611,000 | 83 |
| Non-managed Assets ($) | $1,637,527,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,260,000 | 101 |
| 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 | $2,368,000 | 106 |
| Number of Managed Accounts | $2,226,000 | 89 |
| Number of Non-Managed Accounts | $142,000 | 174 |
| Total fiduciary and related assets | $4,415,207,000 | 91 |
| Managed Assets ($) | $2,807,382,000 | 83 |
| Non-managed Assets ($) | $1,607,825,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 104 |
| 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 | $2,342,000 | 110 |
| Number of Managed Accounts | $2,181,000 | 93 |
| Number of Non-Managed Accounts | $161,000 | 209 |
| Total fiduciary and related assets | $4,347,069,000 | 90 |
| Managed Assets ($) | $2,725,347,000 | 83 |
| Non-managed Assets ($) | $1,621,722,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,644,000 | 107 |
| 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 | $2,277,000 | 111 |
| Number of Managed Accounts | $2,113,000 | 99 |
| Number of Non-Managed Accounts | $164,000 | 164 |
| Total fiduciary and related assets | $4,242,615,000 | 89 |
| Managed Assets ($) | $2,660,836,000 | 83 |
| Non-managed Assets ($) | $1,581,779,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,719,000 | 106 |
| 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 | $2,242,000 | 108 |
| Number of Managed Accounts | $2,074,000 | 95 |
| Number of Non-Managed Accounts | $168,000 | 160 |
| Total fiduciary and related assets | $3,963,475,000 | 90 |
| Managed Assets ($) | $2,449,868,000 | 87 |
| Non-managed Assets ($) | $1,513,607,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,961,000 | 109 |
| 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 | $2,230,000 | 106 |
| Number of Managed Accounts | $2,051,000 | 94 |
| Number of Non-Managed Accounts | $179,000 | 151 |
| Total fiduciary and related assets | $3,867,596,000 | 91 |
| Managed Assets ($) | $2,382,836,000 | 88 |
| Non-managed Assets ($) | $1,484,760,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,452,000 | 109 |
| 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 | $2,202,000 | 107 |
| Number of Managed Accounts | $2,020,000 | 94 |
| Number of Non-Managed Accounts | $182,000 | 192 |
| Total fiduciary and related assets | $3,732,098,000 | 91 |
| Managed Assets ($) | $2,290,535,000 | 88 |
| Non-managed Assets ($) | $1,441,563,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,567,000 | 107 |
| 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 | $2,207,000 | 105 |
| Number of Managed Accounts | $2,025,000 | 91 |
| Number of Non-Managed Accounts | $182,000 | 154 |
| Total fiduciary and related assets | $3,644,095,000 | 90 |
| Managed Assets ($) | $2,196,780,000 | 86 |
| Non-managed Assets ($) | $1,447,315,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,149,000 | 107 |
| 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 | $2,241,000 | 105 |
| Number of Managed Accounts | $2,046,000 | 92 |
| Number of Non-Managed Accounts | $195,000 | 152 |
| Total fiduciary and related assets | $3,548,667,000 | 92 |
| Managed Assets ($) | $2,110,754,000 | 89 |
| Non-managed Assets ($) | $1,437,913,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,764,000 | 107 |
| 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 | $2,257,000 | 104 |
| Number of Managed Accounts | $2,055,000 | 93 |
| Number of Non-Managed Accounts | $202,000 | 151 |
| Total fiduciary and related assets | $3,507,342,000 | 92 |
| Managed Assets ($) | $2,092,072,000 | 90 |
| Non-managed Assets ($) | $1,415,270,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,327,000 | 108 |
| 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 | $2,294,000 | 103 |
| Number of Managed Accounts | $2,065,000 | 89 |
| Number of Non-Managed Accounts | $229,000 | 164 |
| Total fiduciary and related assets | $3,502,926,000 | 91 |
| Managed Assets ($) | $2,084,059,000 | 87 |
| Non-managed Assets ($) | $1,418,867,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,895,000 | 106 |
| 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 | $2,288,000 | 103 |
| Number of Managed Accounts | $2,055,000 | 88 |
| Number of Non-Managed Accounts | $233,000 | 134 |
| Total fiduciary and related assets | $3,433,315,000 | 90 |
| Managed Assets ($) | $2,031,637,000 | 85 |
| Non-managed Assets ($) | $1,401,678,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,491,000 | 105 |
| 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 | $2,324,000 | 102 |
| Number of Managed Accounts | $2,081,000 | 87 |
| Number of Non-Managed Accounts | $243,000 | 132 |
| Total fiduciary and related assets | $3,492,957,000 | 93 |
| Managed Assets ($) | $2,050,309,000 | 91 |
| Non-managed Assets ($) | $1,442,648,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,033,000 | 106 |
| 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 | $2,214,000 | 104 |
| Number of Managed Accounts | $1,982,000 | 93 |
| Number of Non-Managed Accounts | $232,000 | 135 |
| Total fiduciary and related assets | $3,380,187,000 | 93 |
| Managed Assets ($) | $1,938,281,000 | 92 |
| Non-managed Assets ($) | $1,441,906,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,387,000 | 108 |
| 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 | $2,231,000 | 107 |
| Number of Managed Accounts | $1,992,000 | 92 |
| Number of Non-Managed Accounts | $239,000 | 167 |
| Total fiduciary and related assets | $3,312,941,000 | 92 |
| Managed Assets ($) | $1,894,814,000 | 92 |
| Non-managed Assets ($) | $1,418,127,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,031,000 | 105 |
| 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 | $2,151,000 | 107 |
| Number of Managed Accounts | $1,913,000 | 94 |
| Number of Non-Managed Accounts | $238,000 | 135 |
| Total fiduciary and related assets | $3,209,072,000 | 93 |
| Managed Assets ($) | $1,823,480,000 | 93 |
| Non-managed Assets ($) | $1,385,592,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,732,000 | 104 |
| 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 | $2,098,000 | 105 |
| Number of Managed Accounts | $1,879,000 | 96 |
| Number of Non-Managed Accounts | $219,000 | 140 |
| Total fiduciary and related assets | $2,892,415,000 | 97 |
| Managed Assets ($) | $1,786,131,000 | 96 |
| Non-managed Assets ($) | $1,106,284,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,161,000 | 107 |
| 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 | $2,034,000 | 111 |
| Number of Managed Accounts | $1,811,000 | 98 |
| Number of Non-Managed Accounts | $223,000 | 144 |
| Total fiduciary and related assets | $2,805,596,000 | 100 |
| Managed Assets ($) | $1,746,190,000 | 95 |
| Non-managed Assets ($) | $1,059,406,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,050,000 | 106 |
| 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 | $2,047,000 | 114 |
| Number of Managed Accounts | $1,831,000 | 97 |
| Number of Non-Managed Accounts | $216,000 | 188 |
| Total fiduciary and related assets | $2,390,045,000 | 106 |
| Managed Assets ($) | $1,725,314,000 | 96 |
| Non-managed Assets ($) | $664,731,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,336,000 | 106 |
| 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 | $2,018,000 | 111 |
| Number of Managed Accounts | $1,796,000 | 97 |
| Number of Non-Managed Accounts | $222,000 | 145 |
| Total fiduciary and related assets | $2,310,145,000 | 107 |
| Managed Assets ($) | $1,660,749,000 | 95 |
| Non-managed Assets ($) | $649,396,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,101,000 | 104 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,973,000 | 115 |
| Number of Managed Accounts | $1,747,000 | 99 |
| Number of Non-Managed Accounts | $226,000 | 145 |
| Total fiduciary and related assets | $2,222,310,000 | 109 |
| Managed Assets ($) | $1,580,126,000 | 98 |
| Non-managed Assets ($) | $642,184,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,078,000 | 104 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,951,000 | 116 |
| Number of Managed Accounts | $1,721,000 | 98 |
| Number of Non-Managed Accounts | $230,000 | 146 |
| Total fiduciary and related assets | $2,225,784,000 | 108 |
| Managed Assets ($) | $1,578,465,000 | 98 |
| Non-managed Assets ($) | $647,319,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,921,000 | 108 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,952,000 | 116 |
| Number of Managed Accounts | $1,708,000 | 97 |
| Number of Non-Managed Accounts | $244,000 | 183 |
| Total fiduciary and related assets | $2,160,855,000 | 107 |
| Managed Assets ($) | $1,544,266,000 | 96 |
| Non-managed Assets ($) | $616,589,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,960,000 | 101 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,906,000 | 115 |
| Number of Managed Accounts | $1,660,000 | 97 |
| Number of Non-Managed Accounts | $246,000 | 135 |
| Total fiduciary and related assets | $2,044,048,000 | 110 |
| Managed Assets ($) | $1,435,175,000 | 99 |
| Non-managed Assets ($) | $608,873,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,854,000 | 106 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,888,000 | 116 |
| Number of Managed Accounts | $1,636,000 | 96 |
| Number of Non-Managed Accounts | $252,000 | 134 |
| Total fiduciary and related assets | $1,929,317,000 | 112 |
| Managed Assets ($) | $1,345,146,000 | 100 |
| Non-managed Assets ($) | $584,171,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,272,000 | 106 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,859,000 | 116 |
| Number of Managed Accounts | $1,606,000 | 100 |
| Number of Non-Managed Accounts | $253,000 | 132 |
| Total fiduciary and related assets | $1,931,843,000 | 112 |
| Managed Assets ($) | $1,341,570,000 | 102 |
| Non-managed Assets ($) | $590,273,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,514,000 | 110 |
| 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 | $1,837,000 | 121 |
| Number of Managed Accounts | $1,580,000 | 102 |
| Number of Non-Managed Accounts | $257,000 | 173 |
| Total fiduciary and related assets | $1,838,505,000 | 112 |
| Managed Assets ($) | $1,284,464,000 | 101 |
| Non-managed Assets ($) | $554,041,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,749,000 | 96 |
| 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 | $1,843,000 | 115 |
| Number of Managed Accounts | $1,578,000 | 103 |
| Number of Non-Managed Accounts | $265,000 | 130 |
| Total fiduciary and related assets | $1,781,554,000 | 114 |
| Managed Assets ($) | $1,284,276,000 | 102 |
| Non-managed Assets ($) | $497,278,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,282,000 | 98 |
| 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 | $1,825,000 | 120 |
| Number of Managed Accounts | $1,552,000 | 107 |
| Number of Non-Managed Accounts | $273,000 | 130 |
| Total fiduciary and related assets | $1,902,552,000 | 111 |
| Managed Assets ($) | $1,386,646,000 | 101 |
| Non-managed Assets ($) | $515,906,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,940,000 | 97 |
| 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 | $1,783,000 | 116 |
| Number of Managed Accounts | $1,527,000 | 100 |
| Number of Non-Managed Accounts | $256,000 | 137 |
| Total fiduciary and related assets | $1,894,597,000 | 112 |
| Managed Assets ($) | $1,415,153,000 | 97 |
| Non-managed Assets ($) | $479,444,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,319,000 | 99 |
| 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 | $1,726,000 | 125 |
| Number of Managed Accounts | $1,512,000 | 102 |
| Number of Non-Managed Accounts | $214,000 | 207 |
| Total fiduciary and related assets | $1,695,524,000 | 117 |
| Managed Assets ($) | $1,293,316,000 | 102 |
| Non-managed Assets ($) | $402,208,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,094,000 | 98 |
| 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 | $1,745,000 | 117 |
| Number of Managed Accounts | $1,514,000 | 98 |
| Number of Non-Managed Accounts | $231,000 | 149 |
| Total fiduciary and related assets | $1,644,021,000 | 117 |
| Managed Assets ($) | $1,253,925,000 | 100 |
| Non-managed Assets ($) | $390,096,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,692,000 | 96 |
| 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 | $1,750,000 | 118 |
| Number of Managed Accounts | $1,494,000 | 100 |
| Number of Non-Managed Accounts | $256,000 | 142 |
| Total fiduciary and related assets | $1,576,181,000 | 117 |
| Managed Assets ($) | $1,199,018,000 | 97 |
| Non-managed Assets ($) | $377,163,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,495,000 | 96 |
| 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 | $1,740,000 | 120 |
| Number of Managed Accounts | $1,466,000 | 102 |
| Number of Non-Managed Accounts | $274,000 | 143 |
| Total fiduciary and related assets | $1,682,888,000 | 114 |
| Managed Assets ($) | $1,298,131,000 | 95 |
| Non-managed Assets ($) | $384,757,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,099,000 | 101 |
| 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 | $1,770,000 | 128 |
| Number of Managed Accounts | $1,477,000 | 103 |
| Number of Non-Managed Accounts | $293,000 | 183 |
| Total fiduciary and related assets | $1,615,222,000 | 116 |
| Managed Assets ($) | $1,264,066,000 | 97 |
| Non-managed Assets ($) | $351,156,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,296,000 | 100 |
| 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 | $1,734,000 | 123 |
| Number of Managed Accounts | $1,426,000 | 103 |
| Number of Non-Managed Accounts | $308,000 | 128 |
| Total fiduciary and related assets | $1,595,391,000 | 119 |
| Managed Assets ($) | $1,273,547,000 | 95 |
| Non-managed Assets ($) | $321,844,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,163,000 | 100 |
| 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 | $1,767,000 | 119 |
| Number of Managed Accounts | $1,424,000 | 108 |
| Number of Non-Managed Accounts | $343,000 | 128 |
| Total fiduciary and related assets | $1,503,949,000 | 120 |
| Managed Assets ($) | $1,205,690,000 | 96 |
| Non-managed Assets ($) | $298,259,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,128,000 | 102 |
| 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 | $1,842,000 | 115 |
| Number of Managed Accounts | $1,426,000 | 107 |
| Number of Non-Managed Accounts | $416,000 | 120 |
| Total fiduciary and related assets | $1,436,716,000 | 120 |
| Managed Assets ($) | $1,166,837,000 | 96 |
| Non-managed Assets ($) | $269,879,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,934,000 | 102 |
| 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 | $1,917,000 | 123 |
| Number of Managed Accounts | $1,420,000 | 111 |
| Number of Non-Managed Accounts | $497,000 | 131 |
| Total fiduciary and related assets | $1,465,996,000 | 125 |
| Managed Assets ($) | $1,195,050,000 | 97 |
| Non-managed Assets ($) | $270,946,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,462,000 | 104 |
| 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 | $1,939,000 | 115 |
| Number of Managed Accounts | $1,383,000 | 112 |
| Number of Non-Managed Accounts | $556,000 | 102 |
| Total fiduciary and related assets | $1,536,463,000 | 127 |
| Managed Assets ($) | $1,231,233,000 | 104 |
| Non-managed Assets ($) | $305,230,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,985,000 | 107 |
| 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 | $1,950,000 | 119 |
| Number of Managed Accounts | $1,348,000 | 119 |
| Number of Non-Managed Accounts | $602,000 | 101 |
| Total fiduciary and related assets | $1,657,165,000 | 125 |
| Managed Assets ($) | $1,332,679,000 | 103 |
| Non-managed Assets ($) | $324,486,000 | 138 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,728,000 | 108 |
| 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 | $1,968,000 | 119 |
| Number of Managed Accounts | $1,299,000 | 125 |
| Number of Non-Managed Accounts | $669,000 | 94 |
| Total fiduciary and related assets | $1,692,755,000 | 129 |
| Managed Assets ($) | $1,358,134,000 | 106 |
| Non-managed Assets ($) | $334,621,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,255,000 | 111 |
| 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 | $2,175,000 | 114 |
| Number of Managed Accounts | $1,274,000 | 128 |
| Number of Non-Managed Accounts | $901,000 | 87 |
| Total fiduciary and related assets | $1,603,737,000 | 136 |
| Managed Assets ($) | $1,271,781,000 | 109 |
| Non-managed Assets ($) | $331,956,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,092,000 | 109 |
| 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 | $2,178,000 | 106 |
| Number of Managed Accounts | $1,247,000 | 128 |
| Number of Non-Managed Accounts | $931,000 | 74 |
| Total fiduciary and related assets | $1,622,856,000 | 136 |
| Managed Assets ($) | $1,280,102,000 | 111 |
| Non-managed Assets ($) | $342,754,000 | 144 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,611,000 | 110 |
| 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 | $2,173,000 | 107 |
| Number of Managed Accounts | $1,227,000 | 132 |
| Number of Non-Managed Accounts | $946,000 | 71 |
| Total fiduciary and related assets | $1,562,979,000 | 145 |
| Managed Assets ($) | $1,220,363,000 | 118 |
| Non-managed Assets ($) | $342,616,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,507,000 | 112 |
| 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 | $2,136,000 | 105 |
| Number of Managed Accounts | $1,201,000 | 135 |
| Number of Non-Managed Accounts | $935,000 | 71 |
| Total fiduciary and related assets | $1,520,504,000 | 144 |
| Managed Assets ($) | $1,192,804,000 | 118 |
| Non-managed Assets ($) | $327,700,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,196,000 | 109 |
| 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 | $2,071,000 | 114 |
| Number of Managed Accounts | $1,183,000 | 138 |
| Number of Non-Managed Accounts | $888,000 | 86 |
| Total fiduciary and related assets | $1,464,483,000 | 144 |
| Managed Assets ($) | $1,150,617,000 | 119 |
| Non-managed Assets ($) | $313,866,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,851,000 | 115 |
| 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 | $2,027,000 | 116 |
| Number of Managed Accounts | $1,167,000 | 141 |
| Number of Non-Managed Accounts | $860,000 | 80 |
| Total fiduciary and related assets | $1,429,414,000 | 148 |
| Managed Assets ($) | $1,129,705,000 | 122 |
| Non-managed Assets ($) | $299,709,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,685,000 | 122 |
| 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 | $2,006,000 | 121 |
| Number of Managed Accounts | $1,160,000 | 146 |
| Number of Non-Managed Accounts | $846,000 | 81 |
| Total fiduciary and related assets | $1,225,447,000 | 167 |
| Managed Assets ($) | $1,020,039,000 | 128 |
| Non-managed Assets ($) | $205,408,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,821,000 | 128 |
| 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 | $1,967,000 | 123 |
| Number of Managed Accounts | $1,141,000 | 149 |
| Number of Non-Managed Accounts | $826,000 | 80 |
| Total fiduciary and related assets | $1,264,973,000 | 163 |
| Managed Assets ($) | $1,016,053,000 | 128 |
| Non-managed Assets ($) | $248,920,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,078,000 | 118 |
| 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 | $1,903,000 | 132 |
| Number of Managed Accounts | $1,164,000 | 145 |
| Number of Non-Managed Accounts | $739,000 | 105 |
| Total fiduciary and related assets | $1,352,422,000 | 154 |
| Managed Assets ($) | $953,481,000 | 136 |
| Non-managed Assets ($) | $398,941,000 | 149 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,764,000 | 130 |
| 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 | $1,487,000 | 146 |
| Number of Managed Accounts | $1,100,000 | 145 |
| Number of Non-Managed Accounts | $387,000 | 131 |
| Total fiduciary and related assets | $1,288,639,000 | 160 |
| Managed Assets ($) | $883,627,000 | 141 |
| Non-managed Assets ($) | $405,012,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,805,000 | 132 |
| 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 | $1,455,000 | 148 |
| Number of Managed Accounts | $1,072,000 | 149 |
| Number of Non-Managed Accounts | $383,000 | 130 |
| Total fiduciary and related assets | $1,200,904,000 | 159 |
| Managed Assets ($) | $845,495,000 | 143 |
| Non-managed Assets ($) | $355,409,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,245,000 | 132 |
| 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 | $1,410,000 | 157 |
| Number of Managed Accounts | $1,050,000 | 153 |
| Number of Non-Managed Accounts | $360,000 | 138 |
| Total fiduciary and related assets | $1,068,632,000 | 173 |
| Managed Assets ($) | $746,321,000 | 163 |
| Non-managed Assets ($) | $322,311,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 131 |
| 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 | $1,359,000 | 173 |
| Number of Managed Accounts | $1,001,000 | 156 |
| Number of Non-Managed Accounts | $358,000 | 174 |
| Total fiduciary and related assets | $1,016,187,000 | 179 |
| Managed Assets ($) | $703,759,000 | 163 |
| Non-managed Assets ($) | $312,428,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,905,000 | 135 |
| 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 | $1,330,000 | 163 |
| Number of Managed Accounts | $973,000 | 156 |
| Number of Non-Managed Accounts | $357,000 | 136 |
| Total fiduciary and related assets | $1,080,146,000 | 173 |
| Managed Assets ($) | $617,519,000 | 172 |
| Non-managed Assets ($) | $462,627,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,266,000 | 137 |
| 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 | $1,301,000 | 168 |
| Number of Managed Accounts | $972,000 | 159 |
| Number of Non-Managed Accounts | $329,000 | 140 |
| Total fiduciary and related assets | $1,037,022,000 | 174 |
| Managed Assets ($) | $601,188,000 | 175 |
| Non-managed Assets ($) | $435,834,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,864,000 | 140 |
| 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 | $1,314,000 | 164 |
| Number of Managed Accounts | $957,000 | 161 |
| Number of Non-Managed Accounts | $357,000 | 139 |
| Total fiduciary and related assets | $1,011,467,000 | 176 |
| Managed Assets ($) | $565,158,000 | 184 |
| Non-managed Assets ($) | $446,309,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,456,000 | 139 |
| 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 | $1,308,000 | 177 |
| Number of Managed Accounts | $942,000 | 177 |
| Number of Non-Managed Accounts | $366,000 | 185 |
| Total fiduciary and related assets | $985,577,000 | 182 |
| Managed Assets ($) | $545,728,000 | 187 |
| Non-managed Assets ($) | $439,849,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,416,000 | 146 |
| 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 | $1,274,000 | 179 |
| Number of Managed Accounts | $921,000 | 172 |
| Number of Non-Managed Accounts | $353,000 | 160 |
| Total fiduciary and related assets | $915,592,000 | 190 |
| Managed Assets ($) | $509,122,000 | 195 |
| Non-managed Assets ($) | $406,470,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,989,000 | 153 |
| 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 | $1,284,000 | 179 |
| Number of Managed Accounts | $971,000 | 172 |
| Number of Non-Managed Accounts | $313,000 | 171 |
| Total fiduciary and related assets | $914,571,000 | 194 |
| Managed Assets ($) | $547,508,000 | 193 |
| Non-managed Assets ($) | $367,063,000 | 165 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,778,000 | 152 |
| 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 | $1,339,000 | 176 |
| Number of Managed Accounts | $1,006,000 | 170 |
| Number of Non-Managed Accounts | $333,000 | 175 |
| Total fiduciary and related assets | $894,516,000 | 199 |
| Managed Assets ($) | $527,597,000 | 189 |
| Non-managed Assets ($) | $366,919,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,548,000 | 147 |
| 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 | $1,346,000 | 187 |
| Number of Managed Accounts | $1,018,000 | 176 |
| Number of Non-Managed Accounts | $328,000 | 218 |
| Total fiduciary and related assets | $913,686,000 | 197 |
| Managed Assets ($) | $540,224,000 | 189 |
| Non-managed Assets ($) | $373,462,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,148,000 | 146 |
| 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 | $1,329,000 | 173 |
| Number of Managed Accounts | $1,036,000 | 155 |
| Number of Non-Managed Accounts | $293,000 | 226 |
| Total fiduciary and related assets | $994,085,000 | 170 |
| Managed Assets ($) | $573,904,000 | 172 |
| Non-managed Assets ($) | $420,181,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,643,000 | 153 |
| 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 | $5,994,000 | 151 |
| 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 | $5,626,000 | 185 |
| 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 | $4,738,000 | 197 |
| 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 | $4,254,000 | 214 |
| 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 | $3,795,000 | 253 |
| 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 | $3,340,000 | 286 |
| 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 | $3,059,000 | 299 |
| 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 | $3,174,000 | 292 |
| 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 | $2,875,000 | 314 |