Home > Zions Bancorporation, N.A. > Fiduciary and Related Services
Zions Bancorporation, N.A., Fiduciary and Related Services
| 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 | $18,804,000 | 30 |
| Number of Managed Accounts | $2,106,000 | 103 |
| Number of Non-Managed Accounts | $16,698,000 | 16 |
| Total fiduciary and related assets | $34,227,367,000 | 44 |
| Managed Assets ($) | $7,982,753,000 | 54 |
| Non-managed Assets ($) | $26,244,614,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,120,000 | 59 |
| 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 | $18,606,000 | 32 |
| Number of Managed Accounts | $2,063,000 | 110 |
| Number of Non-Managed Accounts | $16,543,000 | 18 |
| Total fiduciary and related assets | $32,978,404,000 | 48 |
| Managed Assets ($) | $7,585,679,000 | 61 |
| Non-managed Assets ($) | $25,392,725,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,040,000 | 64 |
| 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 | $18,899,000 | 32 |
| Number of Managed Accounts | $2,025,000 | 111 |
| Number of Non-Managed Accounts | $16,874,000 | 18 |
| Total fiduciary and related assets | $33,770,139,000 | 45 |
| Managed Assets ($) | $7,384,621,000 | 62 |
| Non-managed Assets ($) | $26,385,518,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,250,000 | 65 |
| 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 | $18,694,000 | 32 |
| Number of Managed Accounts | $2,007,000 | 111 |
| Number of Non-Managed Accounts | $16,687,000 | 18 |
| Total fiduciary and related assets | $33,456,126,000 | 44 |
| Managed Assets ($) | $7,030,504,000 | 62 |
| Non-managed Assets ($) | $26,425,622,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,795,000 | 67 |
| 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 | $18,672,000 | 29 |
| Number of Managed Accounts | $2,011,000 | 103 |
| Number of Non-Managed Accounts | $16,661,000 | 16 |
| Total fiduciary and related assets | $33,466,326,000 | 36 |
| Managed Assets ($) | $6,700,102,000 | 51 |
| Non-managed Assets ($) | $26,766,224,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,224,000 | 57 |
| 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 | $18,418,000 | 29 |
| Number of Managed Accounts | $1,932,000 | 109 |
| Number of Non-Managed Accounts | $16,486,000 | 16 |
| Total fiduciary and related assets | $35,048,361,000 | 35 |
| Managed Assets ($) | $7,011,072,000 | 52 |
| Non-managed Assets ($) | $28,037,289,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,903,000 | 60 |
| 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 | $18,102,000 | 28 |
| Number of Managed Accounts | $1,859,000 | 113 |
| Number of Non-Managed Accounts | $16,243,000 | 16 |
| Total fiduciary and related assets | $34,517,245,000 | 35 |
| Managed Assets ($) | $6,921,038,000 | 52 |
| Non-managed Assets ($) | $27,596,207,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,351,000 | 63 |
| 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 | $17,349,000 | 28 |
| Number of Managed Accounts | $1,827,000 | 114 |
| Number of Non-Managed Accounts | $15,522,000 | 17 |
| Total fiduciary and related assets | $30,731,979,000 | 37 |
| Managed Assets ($) | $6,229,620,000 | 53 |
| Non-managed Assets ($) | $24,502,359,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,600,000 | 62 |
| 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 | $17,076,000 | 32 |
| Number of Managed Accounts | $1,812,000 | 118 |
| Number of Non-Managed Accounts | $15,264,000 | 18 |
| Total fiduciary and related assets | $29,393,831,000 | 37 |
| Managed Assets ($) | $5,712,818,000 | 56 |
| Non-managed Assets ($) | $23,681,013,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,480,000 | 64 |
| 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 | $16,954,000 | 32 |
| Number of Managed Accounts | $1,776,000 | 118 |
| Number of Non-Managed Accounts | $15,178,000 | 19 |
| Total fiduciary and related assets | $28,838,089,000 | 37 |
| Managed Assets ($) | $5,214,026,000 | 56 |
| Non-managed Assets ($) | $23,624,063,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,169,000 | 65 |
| 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 | $17,098,000 | 31 |
| Number of Managed Accounts | $1,700,000 | 125 |
| Number of Non-Managed Accounts | $15,398,000 | 19 |
| Total fiduciary and related assets | $30,410,371,000 | 34 |
| Managed Assets ($) | $5,047,492,000 | 58 |
| Non-managed Assets ($) | $25,362,879,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,487,000 | 59 |
| 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 | $16,645,000 | 32 |
| Number of Managed Accounts | $1,706,000 | 121 |
| Number of Non-Managed Accounts | $14,939,000 | 19 |
| Total fiduciary and related assets | $28,201,118,000 | 36 |
| Managed Assets ($) | $4,639,275,000 | 57 |
| Non-managed Assets ($) | $23,561,843,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,677,000 | 59 |
| 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 | $16,273,000 | 32 |
| Number of Managed Accounts | $1,732,000 | 122 |
| Number of Non-Managed Accounts | $14,541,000 | 19 |
| Total fiduciary and related assets | $27,097,313,000 | 35 |
| Managed Assets ($) | $4,527,425,000 | 58 |
| Non-managed Assets ($) | $22,569,888,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,704,000 | 57 |
| 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 | $15,912,000 | 32 |
| Number of Managed Accounts | $1,744,000 | 119 |
| Number of Non-Managed Accounts | $14,168,000 | 19 |
| Total fiduciary and related assets | $28,097,856,000 | 34 |
| Managed Assets ($) | $4,686,791,000 | 55 |
| Non-managed Assets ($) | $23,411,065,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,705,000 | 60 |
| 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 | $15,474,000 | 32 |
| Number of Managed Accounts | $1,701,000 | 125 |
| Number of Non-Managed Accounts | $13,773,000 | 19 |
| Total fiduciary and related assets | $27,487,229,000 | 36 |
| Managed Assets ($) | $4,264,766,000 | 63 |
| Non-managed Assets ($) | $23,222,463,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,778,000 | 59 |
| 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 | $15,111,000 | 34 |
| Number of Managed Accounts | $1,704,000 | 124 |
| Number of Non-Managed Accounts | $13,407,000 | 19 |
| Total fiduciary and related assets | $25,710,628,000 | 39 |
| Managed Assets ($) | $4,374,122,000 | 61 |
| Non-managed Assets ($) | $21,336,506,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,806,000 | 60 |
| 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 | $14,495,000 | 34 |
| Number of Managed Accounts | $1,829,000 | 120 |
| Number of Non-Managed Accounts | $12,666,000 | 19 |
| Total fiduciary and related assets | $24,939,150,000 | 38 |
| Managed Assets ($) | $4,063,452,000 | 62 |
| Non-managed Assets ($) | $20,875,698,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,318,000 | 65 |
| 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 | $14,004,000 | 35 |
| Number of Managed Accounts | $1,848,000 | 119 |
| Number of Non-Managed Accounts | $12,156,000 | 19 |
| Total fiduciary and related assets | $25,088,428,000 | 38 |
| Managed Assets ($) | $3,946,121,000 | 63 |
| Non-managed Assets ($) | $21,142,307,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,291,000 | 66 |
| 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 | $13,875,000 | 35 |
| Number of Managed Accounts | $1,810,000 | 118 |
| Number of Non-Managed Accounts | $12,065,000 | 18 |
| Total fiduciary and related assets | $24,696,629,000 | 37 |
| Managed Assets ($) | $3,701,781,000 | 63 |
| Non-managed Assets ($) | $20,994,848,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,005,000 | 62 |
| 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 | $13,575,000 | 35 |
| Number of Managed Accounts | $1,893,000 | 110 |
| Number of Non-Managed Accounts | $11,682,000 | 19 |
| Total fiduciary and related assets | $24,680,446,000 | 37 |
| Managed Assets ($) | $3,810,561,000 | 63 |
| Non-managed Assets ($) | $20,869,885,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,655,000 | 62 |
| 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 | $13,368,000 | 34 |
| Number of Managed Accounts | $2,076,000 | 97 |
| Number of Non-Managed Accounts | $11,292,000 | 18 |
| Total fiduciary and related assets | $24,044,322,000 | 37 |
| Managed Assets ($) | $3,752,626,000 | 64 |
| Non-managed Assets ($) | $20,291,696,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,466,000 | 62 |
| 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 | $13,329,000 | 35 |
| Number of Managed Accounts | $2,239,000 | 88 |
| Number of Non-Managed Accounts | $11,090,000 | 19 |
| Total fiduciary and related assets | $24,926,273,000 | 37 |
| Managed Assets ($) | $3,634,357,000 | 66 |
| Non-managed Assets ($) | $21,291,916,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,390,000 | 66 |
| 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 | $13,203,000 | 35 |
| Number of Managed Accounts | $2,253,000 | 89 |
| Number of Non-Managed Accounts | $10,950,000 | 19 |
| Total fiduciary and related assets | $25,462,453,000 | 37 |
| Managed Assets ($) | $3,576,024,000 | 67 |
| Non-managed Assets ($) | $21,886,429,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,501,000 | 71 |
| 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 | $12,705,000 | 35 |
| Number of Managed Accounts | $2,299,000 | 88 |
| Number of Non-Managed Accounts | $10,406,000 | 19 |
| Total fiduciary and related assets | $22,189,488,000 | 39 |
| Managed Assets ($) | $3,426,828,000 | 67 |
| Non-managed Assets ($) | $18,762,660,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,385,000 | 72 |
| 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 | $12,226,000 | 34 |
| Number of Managed Accounts | $2,300,000 | 84 |
| Number of Non-Managed Accounts | $9,926,000 | 19 |
| Total fiduciary and related assets | $22,089,695,000 | 39 |
| Managed Assets ($) | $3,429,510,000 | 65 |
| Non-managed Assets ($) | $18,660,185,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,420,000 | 77 |
| 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 | $12,016,000 | 35 |
| Number of Managed Accounts | $2,298,000 | 83 |
| Number of Non-Managed Accounts | $9,718,000 | 21 |
| Total fiduciary and related assets | $21,906,149,000 | 39 |
| Managed Assets ($) | $3,109,967,000 | 68 |
| Non-managed Assets ($) | $18,796,182,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,732,000 | 76 |
| 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 | $12,040,000 | 35 |
| Number of Managed Accounts | $2,245,000 | 83 |
| Number of Non-Managed Accounts | $9,795,000 | 20 |
| Total fiduciary and related assets | $19,550,571,000 | 40 |
| Managed Assets ($) | $2,525,941,000 | 82 |
| Non-managed Assets ($) | $17,024,630,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,283,000 | 83 |
| 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 | $10,467,000 | 37 |
| Number of Managed Accounts | $1,367,000 | 139 |
| Number of Non-Managed Accounts | $9,100,000 | 20 |
| Total fiduciary and related assets | $18,871,408,000 | 41 |
| Managed Assets ($) | $2,637,848,000 | 75 |
| Non-managed Assets ($) | $16,233,560,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,137,000 | 87 |
| 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 | $10,303,000 | 37 |
| Number of Managed Accounts | $1,533,000 | 118 |
| Number of Non-Managed Accounts | $8,770,000 | 20 |
| Total fiduciary and related assets | $17,650,923,000 | 42 |
| Managed Assets ($) | $2,480,493,000 | 80 |
| Non-managed Assets ($) | $15,170,430,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,553,000 | 94 |
| 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 | $9,990,000 | 37 |
| Number of Managed Accounts | $1,501,000 | 122 |
| Number of Non-Managed Accounts | $8,489,000 | 20 |
| Total fiduciary and related assets | $15,448,804,000 | 43 |
| Managed Assets ($) | $2,417,755,000 | 82 |
| Non-managed Assets ($) | $13,031,049,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,850,000 | 99 |
| 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 | $9,883,000 | 36 |
| Number of Managed Accounts | $1,529,000 | 119 |
| Number of Non-Managed Accounts | $8,354,000 | 20 |
| Total fiduciary and related assets | $14,687,802,000 | 45 |
| Managed Assets ($) | $2,450,269,000 | 78 |
| Non-managed Assets ($) | $12,237,533,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,318,000 | 95 |
| 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 | $8,032,000 | 40 |
| Number of Managed Accounts | $617,000 | 249 |
| Number of Non-Managed Accounts | $7,415,000 | 19 |
| Total fiduciary and related assets | $10,866,466,000 | 52 |
| Managed Assets ($) | $1,570,417,000 | 106 |
| Non-managed Assets ($) | $9,296,049,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,857,000 | 122 |
| 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 | $7,624,000 | 41 |
| Number of Managed Accounts | $619,000 | 247 |
| Number of Non-Managed Accounts | $7,005,000 | 20 |
| Total fiduciary and related assets | $11,460,179,000 | 53 |
| Managed Assets ($) | $1,617,440,000 | 108 |
| Non-managed Assets ($) | $9,842,739,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,375,000 | 120 |
| 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 | $7,480,000 | 43 |
| Number of Managed Accounts | $633,000 | 243 |
| Number of Non-Managed Accounts | $6,847,000 | 21 |
| Total fiduciary and related assets | $10,118,711,000 | 57 |
| Managed Assets ($) | $1,455,766,000 | 113 |
| Non-managed Assets ($) | $8,662,945,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,434,000 | 130 |
| 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 | $7,376,000 | 44 |
| Number of Managed Accounts | $656,000 | 243 |
| Number of Non-Managed Accounts | $6,720,000 | 23 |
| Total fiduciary and related assets | $8,922,883,000 | 59 |
| Managed Assets ($) | $1,462,330,000 | 111 |
| Non-managed Assets ($) | $7,460,553,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,750,000 | 119 |
| 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 | $7,316,000 | 41 |
| Number of Managed Accounts | $663,000 | 232 |
| Number of Non-Managed Accounts | $6,653,000 | 22 |
| Total fiduciary and related assets | $8,531,799,000 | 59 |
| Managed Assets ($) | $1,507,908,000 | 107 |
| Non-managed Assets ($) | $7,023,891,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,706,000 | 121 |
| 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 | $7,438,000 | 41 |
| Number of Managed Accounts | $681,000 | 227 |
| Number of Non-Managed Accounts | $6,757,000 | 22 |
| Total fiduciary and related assets | $8,127,710,000 | 59 |
| Managed Assets ($) | $1,448,878,000 | 110 |
| Non-managed Assets ($) | $6,678,832,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,158,000 | 121 |
| 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 | $7,469,000 | 43 |
| Number of Managed Accounts | $664,000 | 231 |
| Number of Non-Managed Accounts | $6,805,000 | 23 |
| Total fiduciary and related assets | $7,887,356,000 | 59 |
| Managed Assets ($) | $1,368,306,000 | 111 |
| Non-managed Assets ($) | $6,519,050,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,085,000 | 135 |
| 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 | $7,467,000 | 42 |
| Number of Managed Accounts | $686,000 | 229 |
| Number of Non-Managed Accounts | $6,781,000 | 23 |
| Total fiduciary and related assets | $7,828,473,000 | 59 |
| Managed Assets ($) | $1,396,817,000 | 112 |
| Non-managed Assets ($) | $6,431,656,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,083,000 | 111 |
| 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 | $7,353,000 | 40 |
| Number of Managed Accounts | $679,000 | 218 |
| Number of Non-Managed Accounts | $6,674,000 | 23 |
| Total fiduciary and related assets | $7,744,937,000 | 58 |
| Managed Assets ($) | $1,418,209,000 | 105 |
| Non-managed Assets ($) | $6,326,728,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,034,000 | 111 |
| 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 | $7,443,000 | 39 |
| Number of Managed Accounts | $699,000 | 207 |
| Number of Non-Managed Accounts | $6,744,000 | 24 |
| Total fiduciary and related assets | $8,417,191,000 | 57 |
| Managed Assets ($) | $1,388,785,000 | 106 |
| Non-managed Assets ($) | $7,028,406,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,518,000 | 109 |
| 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 | $7,469,000 | 40 |
| Number of Managed Accounts | $701,000 | 210 |
| Number of Non-Managed Accounts | $6,768,000 | 25 |
| Total fiduciary and related assets | $8,043,603,000 | 59 |
| Managed Assets ($) | $1,407,759,000 | 107 |
| Non-managed Assets ($) | $6,635,844,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,393,000 | 120 |
| 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 | $7,214,000 | 41 |
| Number of Managed Accounts | $693,000 | 221 |
| Number of Non-Managed Accounts | $6,521,000 | 26 |
| Total fiduciary and related assets | $7,833,377,000 | 59 |
| Managed Assets ($) | $1,363,130,000 | 104 |
| Non-managed Assets ($) | $6,470,247,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,636,000 | 103 |
| 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 | $7,239,000 | 39 |
| Number of Managed Accounts | $677,000 | 212 |
| Number of Non-Managed Accounts | $6,562,000 | 26 |
| Total fiduciary and related assets | $7,512,929,000 | 58 |
| Managed Assets ($) | $1,310,229,000 | 107 |
| Non-managed Assets ($) | $6,202,700,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,860,000 | 105 |
| 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 | $7,478,000 | 40 |
| Number of Managed Accounts | $690,000 | 209 |
| Number of Non-Managed Accounts | $6,788,000 | 27 |
| Total fiduciary and related assets | $8,194,630,000 | 58 |
| Managed Assets ($) | $1,503,651,000 | 96 |
| Non-managed Assets ($) | $6,690,979,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,492,000 | 102 |
| 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 | $7,388,000 | 42 |
| Number of Managed Accounts | $692,000 | 209 |
| Number of Non-Managed Accounts | $6,696,000 | 27 |
| Total fiduciary and related assets | $8,074,364,000 | 58 |
| Managed Assets ($) | $1,329,092,000 | 105 |
| Non-managed Assets ($) | $6,745,272,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,202,000 | 120 |
| 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 | $7,420,000 | 41 |
| Number of Managed Accounts | $704,000 | 212 |
| Number of Non-Managed Accounts | $6,716,000 | 27 |
| Total fiduciary and related assets | $8,333,489,000 | 55 |
| Managed Assets ($) | $1,329,140,000 | 99 |
| Non-managed Assets ($) | $7,004,349,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,538,000 | 86 |
| 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 | $7,388,000 | 42 |
| Number of Managed Accounts | $720,000 | 197 |
| Number of Non-Managed Accounts | $6,668,000 | 25 |
| Total fiduciary and related assets | $8,247,254,000 | 58 |
| Managed Assets ($) | $1,468,219,000 | 96 |
| Non-managed Assets ($) | $6,779,035,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,708,000 | 87 |
| 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 | $7,315,000 | 42 |
| Number of Managed Accounts | $727,000 | 198 |
| Number of Non-Managed Accounts | $6,588,000 | 25 |
| Total fiduciary and related assets | $9,216,923,000 | 56 |
| Managed Assets ($) | $1,606,088,000 | 90 |
| Non-managed Assets ($) | $7,610,835,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,252,000 | 86 |
| 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 | $7,447,000 | 41 |
| Number of Managed Accounts | $707,000 | 199 |
| Number of Non-Managed Accounts | $6,740,000 | 25 |
| Total fiduciary and related assets | $9,228,946,000 | 54 |
| Managed Assets ($) | $1,485,737,000 | 94 |
| Non-managed Assets ($) | $7,743,209,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,914,000 | 85 |
| 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 | $7,514,000 | 41 |
| Number of Managed Accounts | $710,000 | 212 |
| Number of Non-Managed Accounts | $6,804,000 | 26 |
| Total fiduciary and related assets | $9,457,682,000 | 54 |
| Managed Assets ($) | $1,414,823,000 | 99 |
| Non-managed Assets ($) | $8,042,859,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,398,000 | 81 |
| 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 | $7,415,000 | 41 |
| Number of Managed Accounts | $700,000 | 202 |
| Number of Non-Managed Accounts | $6,715,000 | 26 |
| Total fiduciary and related assets | $9,517,091,000 | 52 |
| Managed Assets ($) | $1,340,596,000 | 97 |
| Non-managed Assets ($) | $8,176,495,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,660,000 | 78 |
| 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 | $7,465,000 | 42 |
| Number of Managed Accounts | $705,000 | 200 |
| Number of Non-Managed Accounts | $6,760,000 | 28 |
| Total fiduciary and related assets | $9,396,850,000 | 52 |
| Managed Assets ($) | $1,196,863,000 | 98 |
| Non-managed Assets ($) | $8,199,987,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,934,000 | 74 |
| 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 | $7,568,000 | 42 |
| Number of Managed Accounts | $735,000 | 192 |
| Number of Non-Managed Accounts | $6,833,000 | 28 |
| Total fiduciary and related assets | $9,582,055,000 | 52 |
| Managed Assets ($) | $1,267,972,000 | 96 |
| Non-managed Assets ($) | $8,314,083,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,679,000 | 70 |
| 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 | $7,931,000 | 46 |
| Number of Managed Accounts | $749,000 | 199 |
| Number of Non-Managed Accounts | $7,182,000 | 29 |
| Total fiduciary and related assets | $9,439,813,000 | 54 |
| Managed Assets ($) | $1,333,410,000 | 94 |
| Non-managed Assets ($) | $8,106,403,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,387,000 | 71 |
| 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 | $7,962,000 | 47 |
| Number of Managed Accounts | $755,000 | 191 |
| Number of Non-Managed Accounts | $7,207,000 | 30 |
| Total fiduciary and related assets | $10,724,231,000 | 55 |
| Managed Assets ($) | $1,454,665,000 | 88 |
| Non-managed Assets ($) | $9,269,566,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,361,000 | 64 |
| 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 | $7,871,000 | 49 |
| Number of Managed Accounts | $759,000 | 193 |
| Number of Non-Managed Accounts | $7,112,000 | 29 |
| Total fiduciary and related assets | $10,928,067,000 | 54 |
| Managed Assets ($) | $1,383,657,000 | 92 |
| Non-managed Assets ($) | $9,544,410,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,281,000 | 64 |
| 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 | $7,963,000 | 47 |
| Number of Managed Accounts | $771,000 | 191 |
| Number of Non-Managed Accounts | $7,192,000 | 28 |
| Total fiduciary and related assets | $10,496,716,000 | 51 |
| Managed Assets ($) | $1,301,127,000 | 91 |
| Non-managed Assets ($) | $9,195,589,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,404,000 | 72 |
| 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 | $8,556,000 | 49 |
| Number of Managed Accounts | $778,000 | 198 |
| Number of Non-Managed Accounts | $7,778,000 | 29 |
| Total fiduciary and related assets | $10,450,108,000 | 55 |
| Managed Assets ($) | $1,270,158,000 | 95 |
| Non-managed Assets ($) | $9,179,950,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,920,000 | 68 |
| 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 | $8,474,000 | 48 |
| Number of Managed Accounts | $779,000 | 189 |
| Number of Non-Managed Accounts | $7,695,000 | 27 |
| Total fiduciary and related assets | $11,074,617,000 | 55 |
| Managed Assets ($) | $1,422,681,000 | 95 |
| Non-managed Assets ($) | $9,651,936,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,854,000 | 71 |
| 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 | $8,406,000 | 50 |
| Number of Managed Accounts | $791,000 | 189 |
| Number of Non-Managed Accounts | $7,615,000 | 27 |
| Total fiduciary and related assets | $12,071,724,000 | 58 |
| Managed Assets ($) | $1,437,895,000 | 98 |
| Non-managed Assets ($) | $10,633,829,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,946,000 | 71 |
| 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 | $8,129,000 | 47 |
| Number of Managed Accounts | $805,000 | 191 |
| Number of Non-Managed Accounts | $7,324,000 | 26 |
| Total fiduciary and related assets | $10,144,951,000 | 60 |
| Managed Assets ($) | $1,604,349,000 | 98 |
| Non-managed Assets ($) | $8,540,602,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,917,000 | 80 |
| 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 | $8,398,000 | 48 |
| Number of Managed Accounts | $811,000 | 193 |
| Number of Non-Managed Accounts | $7,587,000 | 27 |
| Total fiduciary and related assets | $10,663,742,000 | 57 |
| Managed Assets ($) | $1,606,105,000 | 98 |
| Non-managed Assets ($) | $9,057,637,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,947,000 | 70 |
| 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 | $8,404,000 | 47 |
| Number of Managed Accounts | $808,000 | 186 |
| Number of Non-Managed Accounts | $7,596,000 | 27 |
| Total fiduciary and related assets | $10,546,797,000 | 57 |
| Managed Assets ($) | $1,523,529,000 | 99 |
| Non-managed Assets ($) | $9,023,268,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,878,000 | 69 |
| 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 | $8,533,000 | 46 |
| Number of Managed Accounts | $819,000 | 186 |
| Number of Non-Managed Accounts | $7,714,000 | 27 |
| Total fiduciary and related assets | $11,326,532,000 | 60 |
| Managed Assets ($) | $1,432,291,000 | 109 |
| Non-managed Assets ($) | $9,894,241,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,593,000 | 72 |
| 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 | $8,456,000 | 44 |
| Number of Managed Accounts | $817,000 | 184 |
| Number of Non-Managed Accounts | $7,639,000 | 27 |
| Total fiduciary and related assets | $10,510,812,000 | 61 |
| Managed Assets ($) | $1,487,097,000 | 102 |
| Non-managed Assets ($) | $9,023,715,000 | 44 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,967,000 | 76 |
| 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 | $8,337,000 | 45 |
| Number of Managed Accounts | $892,000 | 173 |
| Number of Non-Managed Accounts | $7,445,000 | 27 |
| Total fiduciary and related assets | $10,577,431,000 | 61 |
| Managed Assets ($) | $1,563,617,000 | 99 |
| Non-managed Assets ($) | $9,013,814,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,556,000 | 76 |
| 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 | $7,772,000 | 48 |
| Number of Managed Accounts | $905,000 | 168 |
| Number of Non-Managed Accounts | $6,867,000 | 29 |
| Total fiduciary and related assets | $10,262,277,000 | 63 |
| Managed Assets ($) | $1,353,800,000 | 108 |
| Non-managed Assets ($) | $8,908,477,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,302,000 | 83 |
| 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 | $7,466,000 | 50 |
| Number of Managed Accounts | $885,000 | 178 |
| Number of Non-Managed Accounts | $6,581,000 | 30 |
| Total fiduciary and related assets | $10,345,629,000 | 61 |
| Managed Assets ($) | $1,298,859,000 | 113 |
| Non-managed Assets ($) | $9,046,770,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,740,000 | 87 |
| 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 | $7,609,000 | 48 |
| Number of Managed Accounts | $953,000 | 167 |
| Number of Non-Managed Accounts | $6,656,000 | 28 |
| Total fiduciary and related assets | $10,310,224,000 | 60 |
| Managed Assets ($) | $1,214,422,000 | 115 |
| Non-managed Assets ($) | $9,095,802,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,657,000 | 88 |
| 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 | $7,530,000 | 53 |
| Number of Managed Accounts | $1,042,000 | 157 |
| Number of Non-Managed Accounts | $6,488,000 | 31 |
| Total fiduciary and related assets | $10,248,654,000 | 60 |
| Managed Assets ($) | $1,275,480,000 | 113 |
| Non-managed Assets ($) | $8,973,174,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,793,000 | 84 |
| 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 | $7,408,000 | 49 |
| Number of Managed Accounts | $1,058,000 | 148 |
| Number of Non-Managed Accounts | $6,350,000 | 32 |
| Total fiduciary and related assets | $9,382,287,000 | 65 |
| Managed Assets ($) | $1,313,748,000 | 109 |
| Non-managed Assets ($) | $8,068,539,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,753,000 | 85 |
| 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 | $7,298,000 | 48 |
| Number of Managed Accounts | $1,119,000 | 144 |
| Number of Non-Managed Accounts | $6,179,000 | 32 |
| Total fiduciary and related assets | $9,105,539,000 | 63 |
| Managed Assets ($) | $1,568,879,000 | 95 |
| Non-managed Assets ($) | $7,536,660,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,936,000 | 84 |
| 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 | $7,363,000 | 50 |
| Number of Managed Accounts | $1,246,000 | 128 |
| Number of Non-Managed Accounts | $6,117,000 | 32 |
| Total fiduciary and related assets | $8,913,347,000 | 67 |
| Managed Assets ($) | $1,694,726,000 | 96 |
| Non-managed Assets ($) | $7,218,621,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,405,000 | 91 |
| 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 | $8,183,000 | 53 |
| Number of Managed Accounts | $1,663,000 | 107 |
| Number of Non-Managed Accounts | $6,520,000 | 35 |
| Total fiduciary and related assets | $9,436,053,000 | 65 |
| Managed Assets ($) | $1,656,441,000 | 98 |
| Non-managed Assets ($) | $7,779,612,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,092,000 | 81 |
| 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 | $8,447,000 | 48 |
| Number of Managed Accounts | $1,815,000 | 93 |
| Number of Non-Managed Accounts | $6,632,000 | 31 |
| Total fiduciary and related assets | $8,778,624,000 | 65 |
| Managed Assets ($) | $1,626,904,000 | 96 |
| Non-managed Assets ($) | $7,151,720,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,659,000 | 81 |
| 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 | $8,524,000 | 47 |
| Number of Managed Accounts | $1,889,000 | 93 |
| Number of Non-Managed Accounts | $6,635,000 | 32 |
| Total fiduciary and related assets | $30,789,733,000 | 36 |
| Managed Assets ($) | $1,547,545,000 | 98 |
| Non-managed Assets ($) | $29,242,188,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,936,000 | 82 |
| 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 | $8,303,000 | 50 |
| Number of Managed Accounts | $1,891,000 | 93 |
| Number of Non-Managed Accounts | $6,412,000 | 32 |
| Total fiduciary and related assets | $31,811,020,000 | 36 |
| Managed Assets ($) | $1,538,413,000 | 101 |
| Non-managed Assets ($) | $30,272,607,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,249,000 | 85 |
| 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 | $8,178,000 | 54 |
| Number of Managed Accounts | $1,897,000 | 100 |
| Number of Non-Managed Accounts | $6,281,000 | 34 |
| Total fiduciary and related assets | $30,508,402,000 | 39 |
| Managed Assets ($) | $1,955,541,000 | 92 |
| Non-managed Assets ($) | $28,552,861,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,087,000 | 84 |
| 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 | $8,369,000 | 51 |
| Number of Managed Accounts | $1,962,000 | 94 |
| Number of Non-Managed Accounts | $6,407,000 | 32 |
| Total fiduciary and related assets | $28,915,932,000 | 39 |
| Managed Assets ($) | $1,859,404,000 | 94 |
| Non-managed Assets ($) | $27,056,528,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,599,000 | 91 |
| 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 | $7,497,000 | 56 |
| Number of Managed Accounts | $1,697,000 | 104 |
| Number of Non-Managed Accounts | $5,800,000 | 35 |
| Total fiduciary and related assets | $25,845,515,000 | 40 |
| Managed Assets ($) | $1,578,696,000 | 102 |
| Non-managed Assets ($) | $24,266,819,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,650,000 | 98 |
| 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 | $6,017,000 | 64 |
| Number of Managed Accounts | $729,000 | 217 |
| Number of Non-Managed Accounts | $5,288,000 | 37 |
| Total fiduciary and related assets | $14,809,266,000 | 48 |
| Managed Assets ($) | $868,913,000 | 136 |
| Non-managed Assets ($) | $13,940,353,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,745,000 | 110 |
| 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 | $6,019,000 | 67 |
| Number of Managed Accounts | $700,000 | 241 |
| Number of Non-Managed Accounts | $5,319,000 | 38 |
| Total fiduciary and related assets | $14,007,654,000 | 51 |
| Managed Assets ($) | $889,109,000 | 136 |
| Non-managed Assets ($) | $13,118,545,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,551,000 | 121 |
| 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 | $6,458,000 | 57 |
| Number of Managed Accounts | $749,000 | 211 |
| Number of Non-Managed Accounts | $5,709,000 | 30 |
| Total fiduciary and related assets | $15,310,046,000 | 46 |
| Managed Assets ($) | $783,731,000 | 144 |
| Non-managed Assets ($) | $14,526,315,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,929,000 | 125 |
| 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 | $9,443,000 | 120 |
| 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 | $8,627,000 | 147 |
| 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 | $6,767,000 | 168 |
| 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 | $5,869,000 | 181 |
| 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 | $4,461,000 | 229 |
| 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 | $3,760,000 | 265 |
| 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 | $3,719,000 | 265 |
| 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 | $3,941,000 | 251 |
| 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 | $3,938,000 | 254 |