Home > Bank of the West > Fiduciary and Related Services
Bank of the West, Fiduciary and Related Services
| 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 | $2,028,000 | 143 |
| Number of Managed Accounts | $1,979,000 | 112 |
| Number of Non-Managed Accounts | $49,000 | 398 |
| Total fiduciary and related assets | $4,587,976,000 | 116 |
| Managed Assets ($) | $4,510,613,000 | 84 |
| Non-managed Assets ($) | $77,363,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,202,000 | 94 |
| 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 | $2,013,000 | 141 |
| Number of Managed Accounts | $1,965,000 | 112 |
| Number of Non-Managed Accounts | $48,000 | 265 |
| Total fiduciary and related assets | $4,334,267,000 | 117 |
| Managed Assets ($) | $4,261,247,000 | 83 |
| Non-managed Assets ($) | $73,020,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,726,000 | 95 |
| 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 | $2,005,000 | 128 |
| Number of Managed Accounts | $1,957,000 | 104 |
| Number of Non-Managed Accounts | $48,000 | 268 |
| Total fiduciary and related assets | $4,225,328,000 | 95 |
| Managed Assets ($) | $4,150,159,000 | 69 |
| Non-managed Assets ($) | $75,169,000 | 258 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,281,000 | 73 |
| 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 | $2,013,000 | 127 |
| Number of Managed Accounts | $1,965,000 | 105 |
| Number of Non-Managed Accounts | $48,000 | 236 |
| Total fiduciary and related assets | $4,698,322,000 | 95 |
| Managed Assets ($) | $4,620,968,000 | 68 |
| Non-managed Assets ($) | $77,354,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,283,000 | 77 |
| 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 | $2,022,000 | 132 |
| Number of Managed Accounts | $1,974,000 | 106 |
| Number of Non-Managed Accounts | $48,000 | 387 |
| Total fiduciary and related assets | $4,871,406,000 | 94 |
| Managed Assets ($) | $4,792,818,000 | 65 |
| Non-managed Assets ($) | $78,588,000 | 291 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,969,000 | 81 |
| 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 | $2,034,000 | 128 |
| Number of Managed Accounts | $1,985,000 | 106 |
| Number of Non-Managed Accounts | $49,000 | 237 |
| Total fiduciary and related assets | $4,656,797,000 | 95 |
| Managed Assets ($) | $4,579,694,000 | 66 |
| Non-managed Assets ($) | $77,103,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,357,000 | 79 |
| 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 | $2,015,000 | 131 |
| Number of Managed Accounts | $1,966,000 | 108 |
| Number of Non-Managed Accounts | $49,000 | 263 |
| Total fiduciary and related assets | $4,638,938,000 | 96 |
| Managed Assets ($) | $4,560,702,000 | 67 |
| Non-managed Assets ($) | $78,236,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,961,000 | 80 |
| 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 | $2,018,000 | 129 |
| Number of Managed Accounts | $1,967,000 | 108 |
| Number of Non-Managed Accounts | $51,000 | 237 |
| Total fiduciary and related assets | $4,412,571,000 | 96 |
| Managed Assets ($) | $4,307,995,000 | 68 |
| Non-managed Assets ($) | $104,576,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,780,000 | 81 |
| 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 | $2,017,000 | 132 |
| Number of Managed Accounts | $1,966,000 | 108 |
| Number of Non-Managed Accounts | $51,000 | 381 |
| Total fiduciary and related assets | $4,343,361,000 | 98 |
| Managed Assets ($) | $4,239,301,000 | 70 |
| Non-managed Assets ($) | $104,060,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,370,000 | 79 |
| 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 | $2,005,000 | 130 |
| Number of Managed Accounts | $1,954,000 | 106 |
| Number of Non-Managed Accounts | $51,000 | 236 |
| Total fiduciary and related assets | $4,080,553,000 | 99 |
| Managed Assets ($) | $3,978,200,000 | 69 |
| Non-managed Assets ($) | $102,353,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,442,000 | 79 |
| 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 | $2,034,000 | 127 |
| Number of Managed Accounts | $1,982,000 | 107 |
| Number of Non-Managed Accounts | $52,000 | 255 |
| Total fiduciary and related assets | $4,031,979,000 | 97 |
| Managed Assets ($) | $3,930,238,000 | 69 |
| Non-managed Assets ($) | $101,741,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,649,000 | 81 |
| 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 | $2,089,000 | 123 |
| Number of Managed Accounts | $2,036,000 | 104 |
| Number of Non-Managed Accounts | $53,000 | 236 |
| Total fiduciary and related assets | $3,820,985,000 | 94 |
| Managed Assets ($) | $3,720,982,000 | 67 |
| Non-managed Assets ($) | $100,003,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,328,000 | 81 |
| 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 | $2,082,000 | 128 |
| Number of Managed Accounts | $2,026,000 | 108 |
| Number of Non-Managed Accounts | $56,000 | 374 |
| Total fiduciary and related assets | $3,959,294,000 | 100 |
| Managed Assets ($) | $3,857,163,000 | 69 |
| Non-managed Assets ($) | $102,131,000 | 246 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,899,000 | 83 |
| 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 | $2,115,000 | 125 |
| Number of Managed Accounts | $2,055,000 | 106 |
| Number of Non-Managed Accounts | $60,000 | 227 |
| Total fiduciary and related assets | $3,899,495,000 | 100 |
| Managed Assets ($) | $3,786,843,000 | 69 |
| Non-managed Assets ($) | $112,652,000 | 210 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,693,000 | 83 |
| 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 | $2,123,000 | 125 |
| Number of Managed Accounts | $2,063,000 | 106 |
| Number of Non-Managed Accounts | $60,000 | 240 |
| Total fiduciary and related assets | $3,961,176,000 | 98 |
| Managed Assets ($) | $3,848,293,000 | 66 |
| Non-managed Assets ($) | $112,883,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,597,000 | 83 |
| 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 | $2,158,000 | 120 |
| Number of Managed Accounts | $2,098,000 | 104 |
| Number of Non-Managed Accounts | $60,000 | 245 |
| Total fiduciary and related assets | $3,753,279,000 | 100 |
| Managed Assets ($) | $3,653,173,000 | 69 |
| Non-managed Assets ($) | $100,106,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,788,000 | 84 |
| 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 | $2,190,000 | 118 |
| Number of Managed Accounts | $2,129,000 | 99 |
| Number of Non-Managed Accounts | $61,000 | 359 |
| Total fiduciary and related assets | $3,577,875,000 | 96 |
| Managed Assets ($) | $3,498,602,000 | 66 |
| Non-managed Assets ($) | $79,273,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,272,000 | 75 |
| 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 | $2,209,000 | 115 |
| Number of Managed Accounts | $2,146,000 | 93 |
| Number of Non-Managed Accounts | $63,000 | 237 |
| Total fiduciary and related assets | $3,821,001,000 | 95 |
| Managed Assets ($) | $3,723,102,000 | 68 |
| Non-managed Assets ($) | $97,899,000 | 242 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,912,000 | 76 |
| 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 | $2,200,000 | 112 |
| Number of Managed Accounts | $2,135,000 | 93 |
| Number of Non-Managed Accounts | $65,000 | 239 |
| Total fiduciary and related assets | $3,738,180,000 | 96 |
| Managed Assets ($) | $3,639,175,000 | 66 |
| Non-managed Assets ($) | $99,005,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,654,000 | 75 |
| 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 | $2,212,000 | 112 |
| Number of Managed Accounts | $2,146,000 | 96 |
| Number of Non-Managed Accounts | $66,000 | 240 |
| Total fiduciary and related assets | $3,717,707,000 | 97 |
| Managed Assets ($) | $3,619,037,000 | 67 |
| Non-managed Assets ($) | $98,670,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,317,000 | 76 |
| 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 | $2,217,000 | 115 |
| Number of Managed Accounts | $2,152,000 | 96 |
| Number of Non-Managed Accounts | $65,000 | 355 |
| Total fiduciary and related assets | $3,714,095,000 | 98 |
| Managed Assets ($) | $3,609,826,000 | 65 |
| Non-managed Assets ($) | $104,269,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,645,000 | 73 |
| 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 | $2,237,000 | 113 |
| Number of Managed Accounts | $2,171,000 | 94 |
| Number of Non-Managed Accounts | $66,000 | 235 |
| Total fiduciary and related assets | $3,634,794,000 | 97 |
| Managed Assets ($) | $3,548,965,000 | 64 |
| Non-managed Assets ($) | $85,829,000 | 241 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,494,000 | 71 |
| 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 | $2,229,000 | 109 |
| Number of Managed Accounts | $2,163,000 | 91 |
| Number of Non-Managed Accounts | $66,000 | 237 |
| Total fiduciary and related assets | $3,576,562,000 | 95 |
| Managed Assets ($) | $3,468,026,000 | 62 |
| Non-managed Assets ($) | $108,536,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,283,000 | 70 |
| 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 | $2,228,000 | 107 |
| Number of Managed Accounts | $2,162,000 | 89 |
| Number of Non-Managed Accounts | $66,000 | 234 |
| Total fiduciary and related assets | $3,463,163,000 | 95 |
| Managed Assets ($) | $3,369,537,000 | 63 |
| Non-managed Assets ($) | $93,626,000 | 234 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,150,000 | 70 |
| 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 | $2,240,000 | 104 |
| Number of Managed Accounts | $2,172,000 | 86 |
| Number of Non-Managed Accounts | $68,000 | 357 |
| Total fiduciary and related assets | $3,422,441,000 | 95 |
| Managed Assets ($) | $3,327,971,000 | 63 |
| Non-managed Assets ($) | $94,470,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,188,000 | 73 |
| 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 | $2,271,000 | 101 |
| Number of Managed Accounts | $2,199,000 | 82 |
| Number of Non-Managed Accounts | $72,000 | 231 |
| Total fiduciary and related assets | $3,392,674,000 | 94 |
| Managed Assets ($) | $3,300,485,000 | 60 |
| Non-managed Assets ($) | $92,189,000 | 236 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,571,000 | 74 |
| 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 | $2,285,000 | 102 |
| Number of Managed Accounts | $2,213,000 | 84 |
| Number of Non-Managed Accounts | $72,000 | 229 |
| Total fiduciary and related assets | $3,360,889,000 | 95 |
| Managed Assets ($) | $3,266,165,000 | 61 |
| Non-managed Assets ($) | $94,724,000 | 237 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,928,000 | 75 |
| 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 | $2,404,000 | 102 |
| Number of Managed Accounts | $2,329,000 | 79 |
| Number of Non-Managed Accounts | $75,000 | 222 |
| Total fiduciary and related assets | $3,202,802,000 | 97 |
| Managed Assets ($) | $3,107,819,000 | 63 |
| Non-managed Assets ($) | $94,983,000 | 233 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,384,000 | 76 |
| 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 | $2,263,000 | 106 |
| Number of Managed Accounts | $2,189,000 | 82 |
| Number of Non-Managed Accounts | $74,000 | 339 |
| Total fiduciary and related assets | $3,213,287,000 | 96 |
| Managed Assets ($) | $3,113,998,000 | 60 |
| Non-managed Assets ($) | $99,289,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,374,000 | 77 |
| 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 | $2,229,000 | 104 |
| Number of Managed Accounts | $2,155,000 | 83 |
| Number of Non-Managed Accounts | $74,000 | 226 |
| Total fiduciary and related assets | $3,182,183,000 | 96 |
| Managed Assets ($) | $3,080,530,000 | 61 |
| Non-managed Assets ($) | $101,653,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,128,000 | 76 |
| 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 | $2,249,000 | 104 |
| Number of Managed Accounts | $2,173,000 | 83 |
| Number of Non-Managed Accounts | $76,000 | 223 |
| Total fiduciary and related assets | $3,272,295,000 | 98 |
| Managed Assets ($) | $3,169,705,000 | 66 |
| Non-managed Assets ($) | $102,590,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,698,000 | 77 |
| 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 | $2,264,000 | 102 |
| Number of Managed Accounts | $2,184,000 | 81 |
| Number of Non-Managed Accounts | $80,000 | 214 |
| Total fiduciary and related assets | $3,145,173,000 | 100 |
| Managed Assets ($) | $3,044,591,000 | 66 |
| Non-managed Assets ($) | $100,582,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,294,000 | 78 |
| 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 | $2,267,000 | 105 |
| Number of Managed Accounts | $2,183,000 | 81 |
| Number of Non-Managed Accounts | $84,000 | 324 |
| Total fiduciary and related assets | $3,100,839,000 | 98 |
| Managed Assets ($) | $2,986,865,000 | 66 |
| Non-managed Assets ($) | $113,974,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,107,000 | 76 |
| 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 | $2,235,000 | 104 |
| Number of Managed Accounts | $2,160,000 | 81 |
| Number of Non-Managed Accounts | $75,000 | 228 |
| Total fiduciary and related assets | $3,048,006,000 | 95 |
| Managed Assets ($) | $2,935,593,000 | 67 |
| Non-managed Assets ($) | $112,413,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,712,000 | 76 |
| 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 | $2,219,000 | 103 |
| Number of Managed Accounts | $2,143,000 | 81 |
| Number of Non-Managed Accounts | $76,000 | 225 |
| Total fiduciary and related assets | $3,106,615,000 | 92 |
| Managed Assets ($) | $2,993,523,000 | 66 |
| Non-managed Assets ($) | $113,092,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,403,000 | 76 |
| 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 | $2,210,000 | 105 |
| Number of Managed Accounts | $2,134,000 | 83 |
| Number of Non-Managed Accounts | $76,000 | 231 |
| Total fiduciary and related assets | $2,996,946,000 | 94 |
| Managed Assets ($) | $2,894,290,000 | 67 |
| Non-managed Assets ($) | $102,656,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,098,000 | 77 |
| 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 | $2,218,000 | 109 |
| Number of Managed Accounts | $2,136,000 | 83 |
| Number of Non-Managed Accounts | $82,000 | 348 |
| Total fiduciary and related assets | $2,920,351,000 | 95 |
| Managed Assets ($) | $2,812,683,000 | 68 |
| Non-managed Assets ($) | $107,668,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,313,000 | 74 |
| 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 | $2,230,000 | 104 |
| Number of Managed Accounts | $2,147,000 | 81 |
| Number of Non-Managed Accounts | $83,000 | 221 |
| Total fiduciary and related assets | $2,866,613,000 | 94 |
| Managed Assets ($) | $2,760,919,000 | 67 |
| Non-managed Assets ($) | $105,694,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,956,000 | 75 |
| 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 | $2,239,000 | 104 |
| Number of Managed Accounts | $2,152,000 | 79 |
| Number of Non-Managed Accounts | $87,000 | 218 |
| Total fiduciary and related assets | $2,816,570,000 | 95 |
| Managed Assets ($) | $2,709,890,000 | 68 |
| Non-managed Assets ($) | $106,680,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,150,000 | 73 |
| 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 | $2,205,000 | 104 |
| Number of Managed Accounts | $2,118,000 | 78 |
| Number of Non-Managed Accounts | $87,000 | 224 |
| Total fiduciary and related assets | $2,838,955,000 | 94 |
| Managed Assets ($) | $2,729,135,000 | 67 |
| Non-managed Assets ($) | $109,820,000 | 217 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,937,000 | 74 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,233,000 | 104 |
| Number of Managed Accounts | $2,140,000 | 76 |
| Number of Non-Managed Accounts | $93,000 | 332 |
| Total fiduciary and related assets | $2,761,523,000 | 92 |
| Managed Assets ($) | $2,652,165,000 | 68 |
| Non-managed Assets ($) | $109,358,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,480,000 | 72 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,250,000 | 99 |
| Number of Managed Accounts | $2,156,000 | 77 |
| Number of Non-Managed Accounts | $94,000 | 208 |
| Total fiduciary and related assets | $2,766,387,000 | 90 |
| Managed Assets ($) | $2,653,547,000 | 67 |
| Non-managed Assets ($) | $112,840,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,682,000 | 72 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,266,000 | 95 |
| Number of Managed Accounts | $2,166,000 | 75 |
| Number of Non-Managed Accounts | $100,000 | 203 |
| Total fiduciary and related assets | $2,709,445,000 | 91 |
| Managed Assets ($) | $2,598,239,000 | 66 |
| Non-managed Assets ($) | $111,206,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,637,000 | 73 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,255,000 | 94 |
| Number of Managed Accounts | $2,156,000 | 78 |
| Number of Non-Managed Accounts | $99,000 | 200 |
| Total fiduciary and related assets | $2,723,711,000 | 89 |
| Managed Assets ($) | $2,610,991,000 | 65 |
| Non-managed Assets ($) | $112,720,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,819,000 | 73 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,278,000 | 97 |
| Number of Managed Accounts | $2,177,000 | 75 |
| Number of Non-Managed Accounts | $101,000 | 318 |
| Total fiduciary and related assets | $2,641,347,000 | 89 |
| Managed Assets ($) | $2,525,634,000 | 65 |
| Non-managed Assets ($) | $115,713,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,685,000 | 61 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,308,000 | 93 |
| Number of Managed Accounts | $2,194,000 | 76 |
| Number of Non-Managed Accounts | $114,000 | 197 |
| Total fiduciary and related assets | $2,525,429,000 | 91 |
| Managed Assets ($) | $2,408,697,000 | 67 |
| Non-managed Assets ($) | $116,732,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,111,000 | 62 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,340,000 | 94 |
| Number of Managed Accounts | $2,222,000 | 75 |
| Number of Non-Managed Accounts | $118,000 | 196 |
| Total fiduciary and related assets | $2,601,555,000 | 93 |
| Managed Assets ($) | $2,480,547,000 | 68 |
| Non-managed Assets ($) | $121,008,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,121,000 | 63 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,381,000 | 90 |
| Number of Managed Accounts | $2,256,000 | 72 |
| Number of Non-Managed Accounts | $125,000 | 193 |
| Total fiduciary and related assets | $2,545,487,000 | 92 |
| Managed Assets ($) | $2,421,587,000 | 67 |
| Non-managed Assets ($) | $123,900,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,459,000 | 62 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,493,000 | 93 |
| Number of Managed Accounts | $2,338,000 | 69 |
| Number of Non-Managed Accounts | $155,000 | 259 |
| Total fiduciary and related assets | $2,786,064,000 | 88 |
| Managed Assets ($) | $2,661,060,000 | 64 |
| Non-managed Assets ($) | $125,004,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,648,000 | 62 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,520,000 | 88 |
| Number of Managed Accounts | $2,364,000 | 66 |
| Number of Non-Managed Accounts | $156,000 | 179 |
| Total fiduciary and related assets | $2,758,028,000 | 87 |
| Managed Assets ($) | $2,624,943,000 | 64 |
| Non-managed Assets ($) | $133,085,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,146,000 | 62 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,592,000 | 89 |
| Number of Managed Accounts | $2,429,000 | 65 |
| Number of Non-Managed Accounts | $163,000 | 173 |
| Total fiduciary and related assets | $2,713,077,000 | 86 |
| Managed Assets ($) | $2,576,872,000 | 61 |
| Non-managed Assets ($) | $136,205,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,494,000 | 63 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,624,000 | 89 |
| Number of Managed Accounts | $2,449,000 | 65 |
| Number of Non-Managed Accounts | $175,000 | 171 |
| Total fiduciary and related assets | $2,686,839,000 | 89 |
| Managed Assets ($) | $2,542,718,000 | 62 |
| Non-managed Assets ($) | $144,121,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,227,000 | 62 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,704,000 | 92 |
| Number of Managed Accounts | $2,495,000 | 68 |
| Number of Non-Managed Accounts | $209,000 | 214 |
| Total fiduciary and related assets | $2,683,486,000 | 90 |
| Managed Assets ($) | $2,532,109,000 | 64 |
| Non-managed Assets ($) | $151,377,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,635,000 | 67 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,740,000 | 91 |
| Number of Managed Accounts | $2,545,000 | 67 |
| Number of Non-Managed Accounts | $195,000 | 160 |
| Total fiduciary and related assets | $2,319,996,000 | 99 |
| Managed Assets ($) | $2,177,064,000 | 70 |
| Non-managed Assets ($) | $142,932,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,607,000 | 68 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,803,000 | 92 |
| Number of Managed Accounts | $2,607,000 | 68 |
| Number of Non-Managed Accounts | $196,000 | 162 |
| Total fiduciary and related assets | $2,221,632,000 | 102 |
| Managed Assets ($) | $2,059,751,000 | 72 |
| Non-managed Assets ($) | $161,881,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,425,000 | 71 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,903,000 | 87 |
| Number of Managed Accounts | $2,685,000 | 65 |
| Number of Non-Managed Accounts | $218,000 | 157 |
| Total fiduciary and related assets | $2,711,248,000 | 87 |
| Managed Assets ($) | $2,545,079,000 | 65 |
| Non-managed Assets ($) | $166,169,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,646,000 | 71 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,971,000 | 94 |
| Number of Managed Accounts | $2,724,000 | 65 |
| Number of Non-Managed Accounts | $247,000 | 204 |
| Total fiduciary and related assets | $2,174,722,000 | 106 |
| Managed Assets ($) | $2,003,407,000 | 76 |
| Non-managed Assets ($) | $171,315,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,384,000 | 65 |
| 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 | $3,062,000 | 87 |
| Number of Managed Accounts | $2,786,000 | 64 |
| Number of Non-Managed Accounts | $276,000 | 144 |
| Total fiduciary and related assets | $2,329,098,000 | 103 |
| Managed Assets ($) | $2,142,662,000 | 77 |
| Non-managed Assets ($) | $186,436,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,426,000 | 68 |
| 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 | $3,094,000 | 88 |
| Number of Managed Accounts | $2,803,000 | 65 |
| Number of Non-Managed Accounts | $291,000 | 144 |
| Total fiduciary and related assets | $2,478,686,000 | 104 |
| Managed Assets ($) | $2,251,055,000 | 79 |
| Non-managed Assets ($) | $227,631,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,824,000 | 73 |
| 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 | $3,185,000 | 86 |
| Number of Managed Accounts | $2,879,000 | 65 |
| Number of Non-Managed Accounts | $306,000 | 139 |
| Total fiduciary and related assets | $2,519,748,000 | 108 |
| Managed Assets ($) | $2,270,566,000 | 80 |
| Non-managed Assets ($) | $249,182,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,218,000 | 73 |
| 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 | $3,261,000 | 87 |
| Number of Managed Accounts | $2,940,000 | 63 |
| Number of Non-Managed Accounts | $321,000 | 178 |
| Total fiduciary and related assets | $2,577,223,000 | 106 |
| Managed Assets ($) | $2,320,364,000 | 80 |
| Non-managed Assets ($) | $256,859,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,762,000 | 66 |
| 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 | $3,280,000 | 81 |
| Number of Managed Accounts | $2,947,000 | 61 |
| Number of Non-Managed Accounts | $333,000 | 130 |
| Total fiduciary and related assets | $2,662,587,000 | 105 |
| Managed Assets ($) | $2,401,228,000 | 75 |
| Non-managed Assets ($) | $261,359,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,240,000 | 66 |
| 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 | $3,311,000 | 80 |
| Number of Managed Accounts | $2,964,000 | 60 |
| Number of Non-Managed Accounts | $347,000 | 130 |
| Total fiduciary and related assets | $2,720,939,000 | 109 |
| Managed Assets ($) | $2,452,815,000 | 73 |
| Non-managed Assets ($) | $268,124,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,634,000 | 69 |
| 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 | $3,395,000 | 77 |
| Number of Managed Accounts | $3,038,000 | 59 |
| Number of Non-Managed Accounts | $357,000 | 124 |
| Total fiduciary and related assets | $2,650,988,000 | 106 |
| Managed Assets ($) | $2,368,769,000 | 73 |
| Non-managed Assets ($) | $282,219,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,867,000 | 67 |
| 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 | $3,463,000 | 81 |
| Number of Managed Accounts | $3,085,000 | 54 |
| Number of Non-Managed Accounts | $378,000 | 155 |
| Total fiduciary and related assets | $2,635,063,000 | 103 |
| Managed Assets ($) | $2,368,035,000 | 73 |
| Non-managed Assets ($) | $267,028,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,589,000 | 71 |
| 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 | $3,540,000 | 84 |
| Number of Managed Accounts | $3,140,000 | 58 |
| Number of Non-Managed Accounts | $400,000 | 124 |
| Total fiduciary and related assets | $2,662,089,000 | 106 |
| Managed Assets ($) | $2,345,452,000 | 76 |
| Non-managed Assets ($) | $316,637,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,764,000 | 74 |
| 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 | $3,639,000 | 84 |
| Number of Managed Accounts | $3,207,000 | 62 |
| Number of Non-Managed Accounts | $432,000 | 123 |
| Total fiduciary and related assets | $2,575,631,000 | 112 |
| Managed Assets ($) | $2,260,784,000 | 81 |
| Non-managed Assets ($) | $314,847,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,346,000 | 80 |
| 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 | $3,768,000 | 78 |
| Number of Managed Accounts | $3,303,000 | 59 |
| Number of Non-Managed Accounts | $465,000 | 113 |
| Total fiduciary and related assets | $2,602,333,000 | 110 |
| Managed Assets ($) | $2,283,727,000 | 82 |
| Non-managed Assets ($) | $318,606,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,610,000 | 79 |
| 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 | $3,866,000 | 85 |
| Number of Managed Accounts | $3,353,000 | 63 |
| Number of Non-Managed Accounts | $513,000 | 130 |
| Total fiduciary and related assets | $2,587,390,000 | 109 |
| Managed Assets ($) | $2,243,626,000 | 82 |
| Non-managed Assets ($) | $343,764,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,659,000 | 74 |
| 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 | $3,909,000 | 78 |
| Number of Managed Accounts | $3,372,000 | 63 |
| Number of Non-Managed Accounts | $537,000 | 107 |
| Total fiduciary and related assets | $2,579,439,000 | 111 |
| Managed Assets ($) | $2,237,615,000 | 82 |
| Non-managed Assets ($) | $341,824,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,993,000 | 73 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,015,000 | 74 |
| Number of Managed Accounts | $3,468,000 | 54 |
| Number of Non-Managed Accounts | $547,000 | 105 |
| Total fiduciary and related assets | $2,608,781,000 | 109 |
| Managed Assets ($) | $2,259,098,000 | 79 |
| Non-managed Assets ($) | $349,683,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,220,000 | 72 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,092,000 | 76 |
| Number of Managed Accounts | $3,522,000 | 55 |
| Number of Non-Managed Accounts | $570,000 | 108 |
| Total fiduciary and related assets | $2,567,525,000 | 112 |
| Managed Assets ($) | $2,217,767,000 | 84 |
| Non-managed Assets ($) | $349,758,000 | 154 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,505,000 | 73 |
| 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 | $3,631,000 | 90 |
| Number of Managed Accounts | $3,129,000 | 66 |
| Number of Non-Managed Accounts | $502,000 | 141 |
| Total fiduciary and related assets | $2,269,027,000 | 118 |
| Managed Assets ($) | $1,963,790,000 | 87 |
| Non-managed Assets ($) | $305,237,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,134,000 | 89 |
| 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 | $1,657,000 | 135 |
| Number of Managed Accounts | $1,494,000 | 110 |
| Number of Non-Managed Accounts | $163,000 | 210 |
| Total fiduciary and related assets | $1,633,643,000 | 140 |
| Managed Assets ($) | $1,404,035,000 | 104 |
| Non-managed Assets ($) | $229,608,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,428,000 | 93 |
| 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 | $1,673,000 | 132 |
| Number of Managed Accounts | $1,504,000 | 110 |
| Number of Non-Managed Accounts | $169,000 | 210 |
| Total fiduciary and related assets | $1,594,552,000 | 142 |
| Managed Assets ($) | $1,369,246,000 | 104 |
| Non-managed Assets ($) | $225,306,000 | 183 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,540,000 | 95 |
| 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 | $1,712,000 | 131 |
| Number of Managed Accounts | $1,536,000 | 110 |
| Number of Non-Managed Accounts | $176,000 | 207 |
| Total fiduciary and related assets | $1,573,117,000 | 145 |
| Managed Assets ($) | $1,354,954,000 | 110 |
| Non-managed Assets ($) | $218,163,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,114,000 | 96 |
| 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 | $1,739,000 | 143 |
| Number of Managed Accounts | $1,561,000 | 116 |
| Number of Non-Managed Accounts | $178,000 | 294 |
| Total fiduciary and related assets | $1,549,387,000 | 149 |
| Managed Assets ($) | $1,343,710,000 | 110 |
| Non-managed Assets ($) | $205,677,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,151,000 | 96 |
| 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 | $1,770,000 | 137 |
| Number of Managed Accounts | $1,591,000 | 115 |
| Number of Non-Managed Accounts | $179,000 | 217 |
| Total fiduciary and related assets | $1,526,649,000 | 154 |
| Managed Assets ($) | $1,326,079,000 | 110 |
| Non-managed Assets ($) | $200,570,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,232,000 | 97 |
| 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 | $1,790,000 | 138 |
| Number of Managed Accounts | $1,602,000 | 117 |
| Number of Non-Managed Accounts | $188,000 | 223 |
| Total fiduciary and related assets | $1,517,624,000 | 158 |
| Managed Assets ($) | $1,311,568,000 | 112 |
| Non-managed Assets ($) | $206,056,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,175,000 | 101 |
| 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 | $1,812,000 | 145 |
| Number of Managed Accounts | $1,619,000 | 121 |
| Number of Non-Managed Accounts | $193,000 | 227 |
| Total fiduciary and related assets | $1,461,625,000 | 154 |
| Managed Assets ($) | $1,264,524,000 | 113 |
| Non-managed Assets ($) | $197,101,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,783,000 | 108 |
| 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 | $1,867,000 | 149 |
| Number of Managed Accounts | $1,669,000 | 120 |
| Number of Non-Managed Accounts | $198,000 | 297 |
| Total fiduciary and related assets | $1,513,491,000 | 154 |
| Managed Assets ($) | $1,309,099,000 | 115 |
| Non-managed Assets ($) | $204,392,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,161,000 | 110 |
| 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 | $605,000 | 339 |
| Number of Managed Accounts | $312,000 | 400 |
| Number of Non-Managed Accounts | $293,000 | 226 |
| Total fiduciary and related assets | $631,500,000 | 219 |
| Managed Assets ($) | $241,768,000 | 287 |
| Non-managed Assets ($) | $389,732,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $114,000 | 970 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,887,000 | 193 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $3,461,000 | 243 |
| 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 | $648,000 | 556 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,622,000 | 285 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,443,000 | 319 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,196,000 | 362 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,037,000 | 363 |
| 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 | $1,733,000 | 408 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,823,000 | 403 |