Home > Edward Jones Trust Company > Fiduciary and Related Services
Edward Jones Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,478,000 | 71 |
| Number of Managed Accounts | $4,478,000 | 53 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $5,283,002,000 | 110 |
| Managed Assets ($) | $5,283,002,000 | 75 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,202,000 | 61 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,529,000 | 71 |
| Number of Managed Accounts | $4,529,000 | 53 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $4,915,803,000 | 111 |
| Managed Assets ($) | $4,915,803,000 | 78 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,082,000 | 63 |
| 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 | $4,517,000 | 70 |
| Number of Managed Accounts | $4,517,000 | 53 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $5,141,785,000 | 106 |
| Managed Assets ($) | $5,141,785,000 | 73 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,513,000 | 60 |
| 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 | $4,474,000 | 73 |
| Number of Managed Accounts | $4,474,000 | 54 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $4,977,068,000 | 114 |
| Managed Assets ($) | $4,977,068,000 | 80 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,576,000 | 63 |
| 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 | $4,516,000 | 74 |
| Number of Managed Accounts | $4,516,000 | 54 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $4,782,080,000 | 114 |
| Managed Assets ($) | $4,782,080,000 | 81 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,161,000 | 63 |
| 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 | $4,601,000 | 74 |
| Number of Managed Accounts | $4,601,000 | 54 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $4,472,490,000 | 114 |
| Managed Assets ($) | $4,472,490,000 | 81 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,641,000 | 64 |
| 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 | $4,590,000 | 64 |
| Number of Managed Accounts | $4,590,000 | 49 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $4,699,196,000 | 91 |
| Managed Assets ($) | $4,699,196,000 | 65 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,627,000 | 51 |
| 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 | $4,618,000 | 62 |
| Number of Managed Accounts | $4,618,000 | 49 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $5,290,125,000 | 91 |
| Managed Assets ($) | $5,290,125,000 | 63 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,723,000 | 50 |
| 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 | $4,604,000 | 61 |
| Number of Managed Accounts | $4,604,000 | 48 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $5,574,933,000 | 88 |
| Managed Assets ($) | $5,574,933,000 | 60 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $56,844,000 | 50 |
| 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 | $4,578,000 | 60 |
| Number of Managed Accounts | $4,578,000 | 48 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $5,344,885,000 | 90 |
| Managed Assets ($) | $5,344,885,000 | 59 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,622,000 | 50 |
| 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 | $4,607,000 | 61 |
| Number of Managed Accounts | $4,607,000 | 50 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $5,390,422,000 | 91 |
| Managed Assets ($) | $5,390,422,000 | 58 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,544,000 | 50 |
| 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 | $4,605,000 | 60 |
| Number of Managed Accounts | $4,605,000 | 50 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $5,212,015,000 | 88 |
| Managed Assets ($) | $5,212,015,000 | 57 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,322,000 | 51 |
| 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 | $4,727,000 | 60 |
| Number of Managed Accounts | $4,727,000 | 50 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $5,016,038,000 | 91 |
| Managed Assets ($) | $5,016,038,000 | 59 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,463,000 | 49 |
| 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 | $4,657,000 | 60 |
| Number of Managed Accounts | $4,657,000 | 51 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $4,602,312,000 | 91 |
| Managed Assets ($) | $4,602,312,000 | 58 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,411,000 | 49 |
| 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 | $4,529,000 | 62 |
| Number of Managed Accounts | $4,529,000 | 51 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $4,340,390,000 | 90 |
| Managed Assets ($) | $4,340,390,000 | 61 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,583,000 | 49 |
| 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 | $4,380,000 | 64 |
| Number of Managed Accounts | $4,380,000 | 51 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $3,949,338,000 | 91 |
| Managed Assets ($) | $3,949,338,000 | 59 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,806,000 | 50 |
| 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 | $4,242,000 | 64 |
| Number of Managed Accounts | $4,242,000 | 51 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $4,608,445,000 | 90 |
| Managed Assets ($) | $4,608,445,000 | 56 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,517,000 | 48 |
| 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 | $4,267,000 | 64 |
| Number of Managed Accounts | $4,267,000 | 52 |
| Number of Non-Managed Accounts | $0 | 341 |
| Total fiduciary and related assets | $4,375,272,000 | 93 |
| Managed Assets ($) | $4,375,272,000 | 60 |
| Non-managed Assets ($) | $0 | 341 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,813,000 | 50 |
| 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 | $4,186,000 | 67 |
| Number of Managed Accounts | $4,186,000 | 52 |
| Number of Non-Managed Accounts | $0 | 381 |
| Total fiduciary and related assets | $4,380,549,000 | 91 |
| Managed Assets ($) | $4,380,549,000 | 58 |
| Non-managed Assets ($) | $0 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,262,000 | 49 |
| 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 | $4,169,000 | 67 |
| Number of Managed Accounts | $4,169,000 | 52 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $4,275,228,000 | 91 |
| Managed Assets ($) | $4,275,228,000 | 56 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,446,000 | 48 |
| 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 | $4,749,000 | 62 |
| Number of Managed Accounts | $4,749,000 | 48 |
| Number of Non-Managed Accounts | $0 | 932 |
| Total fiduciary and related assets | $3,953,760,000 | 90 |
| Managed Assets ($) | $3,953,760,000 | 59 |
| Non-managed Assets ($) | $0 | 927 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,706,000 | 52 |
| 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 | $4,768,000 | 60 |
| Number of Managed Accounts | $4,768,000 | 48 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $4,492,642,000 | 90 |
| Managed Assets ($) | $4,492,642,000 | 54 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,651,000 | 52 |
| 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 | $4,713,000 | 62 |
| Number of Managed Accounts | $4,713,000 | 48 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $4,430,801,000 | 91 |
| Managed Assets ($) | $4,430,801,000 | 54 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,117,000 | 49 |
| 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 | $4,610,000 | 64 |
| Number of Managed Accounts | $4,610,000 | 47 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $4,507,398,000 | 89 |
| Managed Assets ($) | $4,507,398,000 | 55 |
| Non-managed Assets ($) | $0 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,318,000 | 48 |
| 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 | $4,633,000 | 66 |
| Number of Managed Accounts | $4,633,000 | 48 |
| Number of Non-Managed Accounts | $0 | 965 |
| Total fiduciary and related assets | $4,507,698,000 | 88 |
| Managed Assets ($) | $4,507,698,000 | 55 |
| Non-managed Assets ($) | $0 | 958 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,046,000 | 45 |
| 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 | $4,654,000 | 63 |
| Number of Managed Accounts | $4,654,000 | 48 |
| Number of Non-Managed Accounts | $0 | 384 |
| Total fiduciary and related assets | $4,398,094,000 | 86 |
| Managed Assets ($) | $4,398,094,000 | 55 |
| Non-managed Assets ($) | $0 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,558,000 | 45 |
| 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 | $4,530,000 | 63 |
| Number of Managed Accounts | $4,530,000 | 47 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $4,334,997,000 | 83 |
| Managed Assets ($) | $4,334,997,000 | 55 |
| Non-managed Assets ($) | $0 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,533,000 | 44 |
| 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 | $4,691,000 | 62 |
| Number of Managed Accounts | $4,691,000 | 45 |
| Number of Non-Managed Accounts | $0 | 388 |
| Total fiduciary and related assets | $4,261,879,000 | 84 |
| Managed Assets ($) | $4,261,879,000 | 55 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,300,000 | 44 |
| 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 | $4,693,000 | 65 |
| Number of Managed Accounts | $4,693,000 | 44 |
| Number of Non-Managed Accounts | $0 | 999 |
| Total fiduciary and related assets | $4,124,009,000 | 85 |
| Managed Assets ($) | $4,124,009,000 | 55 |
| Non-managed Assets ($) | $0 | 989 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,717,000 | 47 |
| 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 | $4,701,000 | 62 |
| Number of Managed Accounts | $4,701,000 | 43 |
| Number of Non-Managed Accounts | $0 | 399 |
| Total fiduciary and related assets | $4,123,900,000 | 83 |
| Managed Assets ($) | $4,123,900,000 | 54 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,687,000 | 48 |
| 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 | $4,662,000 | 62 |
| Number of Managed Accounts | $4,662,000 | 45 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $4,031,948,000 | 85 |
| Managed Assets ($) | $4,031,948,000 | 57 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,599,000 | 48 |
| 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 | $4,641,000 | 62 |
| Number of Managed Accounts | $4,641,000 | 45 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $3,950,882,000 | 86 |
| Managed Assets ($) | $3,950,882,000 | 57 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,288,000 | 47 |
| 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 | $4,558,000 | 63 |
| Number of Managed Accounts | $4,558,000 | 46 |
| Number of Non-Managed Accounts | $0 | 1,030 |
| Total fiduciary and related assets | $3,904,860,000 | 83 |
| Managed Assets ($) | $3,904,860,000 | 55 |
| Non-managed Assets ($) | $0 | 1,021 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,766,000 | 48 |
| 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 | $4,524,000 | 59 |
| Number of Managed Accounts | $4,524,000 | 43 |
| Number of Non-Managed Accounts | $0 | 398 |
| Total fiduciary and related assets | $3,795,553,000 | 84 |
| Managed Assets ($) | $3,795,553,000 | 56 |
| Non-managed Assets ($) | $0 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,137,000 | 49 |
| 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 | $4,516,000 | 59 |
| Number of Managed Accounts | $4,516,000 | 43 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $3,924,045,000 | 83 |
| Managed Assets ($) | $3,924,045,000 | 57 |
| Non-managed Assets ($) | $0 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,506,000 | 49 |
| 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 | $4,448,000 | 61 |
| Number of Managed Accounts | $4,448,000 | 42 |
| Number of Non-Managed Accounts | $0 | 403 |
| Total fiduciary and related assets | $3,947,941,000 | 84 |
| Managed Assets ($) | $3,947,941,000 | 56 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,471,000 | 49 |
| 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 | $4,471,000 | 61 |
| Number of Managed Accounts | $4,471,000 | 42 |
| Number of Non-Managed Accounts | $0 | 1,082 |
| Total fiduciary and related assets | $3,884,555,000 | 83 |
| Managed Assets ($) | $3,884,555,000 | 57 |
| Non-managed Assets ($) | $0 | 1,074 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,894,000 | 51 |
| 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 | $4,431,000 | 59 |
| Number of Managed Accounts | $4,431,000 | 41 |
| Number of Non-Managed Accounts | $0 | 402 |
| Total fiduciary and related assets | $3,851,206,000 | 81 |
| Managed Assets ($) | $3,851,206,000 | 57 |
| Non-managed Assets ($) | $0 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,471,000 | 50 |
| 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 | $4,394,000 | 58 |
| Number of Managed Accounts | $4,394,000 | 40 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $3,774,179,000 | 82 |
| Managed Assets ($) | $3,774,179,000 | 57 |
| Non-managed Assets ($) | $0 | 402 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,065,000 | 49 |
| 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 | $4,271,000 | 61 |
| Number of Managed Accounts | $4,271,000 | 42 |
| Number of Non-Managed Accounts | $0 | 408 |
| Total fiduciary and related assets | $3,617,240,000 | 84 |
| Managed Assets ($) | $3,617,240,000 | 58 |
| Non-managed Assets ($) | $0 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,489,000 | 49 |
| 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 | $4,241,000 | 62 |
| Number of Managed Accounts | $4,241,000 | 42 |
| Number of Non-Managed Accounts | $0 | 1,110 |
| Total fiduciary and related assets | $3,484,647,000 | 85 |
| Managed Assets ($) | $3,484,647,000 | 58 |
| Non-managed Assets ($) | $0 | 1,098 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,827,000 | 53 |
| 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 | $4,161,000 | 61 |
| Number of Managed Accounts | $4,161,000 | 43 |
| Number of Non-Managed Accounts | $0 | 390 |
| Total fiduciary and related assets | $3,277,936,000 | 85 |
| Managed Assets ($) | $3,277,936,000 | 60 |
| Non-managed Assets ($) | $0 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,415,000 | 53 |
| 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 | $4,114,000 | 61 |
| Number of Managed Accounts | $4,114,000 | 44 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $3,020,137,000 | 87 |
| Managed Assets ($) | $3,020,137,000 | 63 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,567,000 | 53 |
| 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 | $4,024,000 | 61 |
| Number of Managed Accounts | $4,023,000 | 42 |
| Number of Non-Managed Accounts | $1,000 | 387 |
| Total fiduciary and related assets | $2,887,861,000 | 91 |
| Managed Assets ($) | $2,887,859,000 | 64 |
| Non-managed Assets ($) | $2,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,593,000 | 52 |
| 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 | $3,948,000 | 63 |
| Number of Managed Accounts | $3,947,000 | 43 |
| Number of Non-Managed Accounts | $1,000 | 1,083 |
| Total fiduciary and related assets | $2,683,125,000 | 94 |
| Managed Assets ($) | $2,666,164,000 | 67 |
| Non-managed Assets ($) | $16,961,000 | 512 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,091,000 | 58 |
| 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 | $3,878,000 | 60 |
| Number of Managed Accounts | $3,877,000 | 40 |
| Number of Non-Managed Accounts | $1,000 | 370 |
| Total fiduciary and related assets | $2,529,749,000 | 97 |
| Managed Assets ($) | $2,512,734,000 | 70 |
| Non-managed Assets ($) | $17,015,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,137,000 | 59 |
| 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 | $0 | 393 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 393 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $0 | 372 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,646,000 | 60 |
| 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 | $3,690,000 | 67 |
| Number of Managed Accounts | $3,689,000 | 43 |
| Number of Non-Managed Accounts | $1,000 | 369 |
| Total fiduciary and related assets | $2,266,747,000 | 103 |
| Managed Assets ($) | $2,250,090,000 | 73 |
| Non-managed Assets ($) | $16,657,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,426,000 | 58 |
| 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 | $3,598,000 | 71 |
| Number of Managed Accounts | $3,597,000 | 46 |
| Number of Non-Managed Accounts | $1,000 | 1,106 |
| Total fiduciary and related assets | $2,036,137,000 | 103 |
| Managed Assets ($) | $2,021,393,000 | 78 |
| Non-managed Assets ($) | $14,744,000 | 541 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,513,000 | 74 |
| Number of Managed Accounts | $3,512,000 | 49 |
| Number of Non-Managed Accounts | $1,000 | 389 |
| Total fiduciary and related assets | $1,849,796,000 | 109 |
| Managed Assets ($) | $1,835,996,000 | 83 |
| Non-managed Assets ($) | $13,800,000 | 327 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,406,000 | 76 |
| Number of Managed Accounts | $3,405,000 | 49 |
| Number of Non-Managed Accounts | $1,000 | 394 |
| Total fiduciary and related assets | $1,867,095,000 | 115 |
| Managed Assets ($) | $1,851,380,000 | 86 |
| Non-managed Assets ($) | $15,715,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,262,000 | 77 |
| Number of Managed Accounts | $3,261,000 | 50 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $1,792,949,000 | 114 |
| Managed Assets ($) | $1,777,306,000 | 86 |
| Non-managed Assets ($) | $15,643,000 | 322 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,169,000 | 82 |
| Number of Managed Accounts | $3,168,000 | 52 |
| Number of Non-Managed Accounts | $1,000 | 1,149 |
| Total fiduciary and related assets | $1,682,981,000 | 120 |
| Managed Assets ($) | $1,668,056,000 | 86 |
| Non-managed Assets ($) | $14,925,000 | 539 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,066,000 | 80 |
| Number of Managed Accounts | $3,065,000 | 51 |
| Number of Non-Managed Accounts | $1,000 | 387 |
| Total fiduciary and related assets | $1,569,859,000 | 122 |
| Managed Assets ($) | $1,555,770,000 | 86 |
| Non-managed Assets ($) | $14,089,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,032,000 | 82 |
| Number of Managed Accounts | $3,031,000 | 51 |
| Number of Non-Managed Accounts | $1,000 | 392 |
| Total fiduciary and related assets | $1,380,125,000 | 126 |
| Managed Assets ($) | $1,367,234,000 | 88 |
| Non-managed Assets ($) | $12,891,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $3,001,000 | 82 |
| Number of Managed Accounts | $3,000,000 | 52 |
| Number of Non-Managed Accounts | $1,000 | 397 |
| Total fiduciary and related assets | $1,421,414,000 | 130 |
| Managed Assets ($) | $1,407,436,000 | 90 |
| Non-managed Assets ($) | $13,978,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,960,000 | 90 |
| Number of Managed Accounts | $2,959,000 | 56 |
| Number of Non-Managed Accounts | $1,000 | 1,178 |
| Total fiduciary and related assets | $1,350,439,000 | 135 |
| Managed Assets ($) | $1,337,055,000 | 93 |
| Non-managed Assets ($) | $13,384,000 | 560 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,884,000 | 88 |
| Number of Managed Accounts | $2,883,000 | 57 |
| Number of Non-Managed Accounts | $1,000 | 383 |
| Total fiduciary and related assets | $1,228,615,000 | 141 |
| Managed Assets ($) | $1,215,738,000 | 99 |
| Non-managed Assets ($) | $12,877,000 | 315 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,796,000 | 93 |
| Number of Managed Accounts | $2,795,000 | 62 |
| Number of Non-Managed Accounts | $1,000 | 388 |
| Total fiduciary and related assets | $1,017,373,000 | 151 |
| Managed Assets ($) | $1,005,982,000 | 112 |
| Non-managed Assets ($) | $11,391,000 | 323 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,702,000 | 89 |
| Number of Managed Accounts | $2,701,000 | 64 |
| Number of Non-Managed Accounts | $1,000 | 390 |
| Total fiduciary and related assets | $907,385,000 | 158 |
| Managed Assets ($) | $897,308,000 | 114 |
| Non-managed Assets ($) | $10,077,000 | 324 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $2,649,000 | 99 |
| Number of Managed Accounts | $2,648,000 | 68 |
| Number of Non-Managed Accounts | $1,000 | 1,180 |
| Total fiduciary and related assets | $899,165,000 | 165 |
| Managed Assets ($) | $888,675,000 | 118 |
| Non-managed Assets ($) | $10,490,000 | 590 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,580,000 | 94 |
| Number of Managed Accounts | $2,579,000 | 71 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $963,166,000 | 168 |
| Managed Assets ($) | $950,311,000 | 118 |
| Non-managed Assets ($) | $12,855,000 | 344 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,503,000 | 97 |
| Number of Managed Accounts | $2,502,000 | 72 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $1,009,629,000 | 173 |
| Managed Assets ($) | $995,338,000 | 123 |
| Non-managed Assets ($) | $14,291,000 | 345 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,456,000 | 97 |
| Number of Managed Accounts | $2,455,000 | 74 |
| Number of Non-Managed Accounts | $1,000 | 430 |
| Total fiduciary and related assets | $1,003,825,000 | 177 |
| Managed Assets ($) | $989,551,000 | 131 |
| Non-managed Assets ($) | $14,274,000 | 348 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,354,000 | 101 |
| Number of Managed Accounts | $2,353,000 | 72 |
| Number of Non-Managed Accounts | $1,000 | 1,215 |
| Total fiduciary and related assets | $1,029,301,000 | 178 |
| Managed Assets ($) | $1,014,500,000 | 129 |
| Non-managed Assets ($) | $14,801,000 | 568 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,325,000 | 96 |
| Number of Managed Accounts | $2,324,000 | 69 |
| Number of Non-Managed Accounts | $1,000 | 413 |
| Total fiduciary and related assets | $1,033,298,000 | 179 |
| Managed Assets ($) | $1,017,593,000 | 129 |
| Non-managed Assets ($) | $15,705,000 | 326 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,294,000 | 100 |
| Number of Managed Accounts | $2,293,000 | 72 |
| Number of Non-Managed Accounts | $1,000 | 418 |
| Total fiduciary and related assets | $1,006,982,000 | 187 |
| Managed Assets ($) | $991,454,000 | 136 |
| Non-managed Assets ($) | $15,528,000 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,222,000 | 99 |
| Number of Managed Accounts | $2,221,000 | 73 |
| Number of Non-Managed Accounts | $1,000 | 416 |
| Total fiduciary and related assets | $972,417,000 | 187 |
| Managed Assets ($) | $957,658,000 | 137 |
| Non-managed Assets ($) | $14,759,000 | 342 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,186,000 | 106 |
| Number of Managed Accounts | $2,185,000 | 74 |
| Number of Non-Managed Accounts | $1,000 | 1,246 |
| Total fiduciary and related assets | $962,666,000 | 186 |
| Managed Assets ($) | $948,310,000 | 135 |
| Non-managed Assets ($) | $14,356,000 | 584 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,153,000 | 109 |
| Number of Managed Accounts | $2,152,000 | 79 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $910,923,000 | 193 |
| Managed Assets ($) | $897,217,000 | 144 |
| Non-managed Assets ($) | $13,706,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,107,000 | 114 |
| Number of Managed Accounts | $2,106,000 | 86 |
| Number of Non-Managed Accounts | $1,000 | 407 |
| Total fiduciary and related assets | $879,067,000 | 203 |
| Managed Assets ($) | $866,124,000 | 150 |
| Non-managed Assets ($) | $12,943,000 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,058,000 | 117 |
| Number of Managed Accounts | $2,057,000 | 86 |
| Number of Non-Managed Accounts | $1,000 | 414 |
| Total fiduciary and related assets | $880,626,000 | 202 |
| Managed Assets ($) | $867,930,000 | 150 |
| Non-managed Assets ($) | $12,696,000 | 350 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,972,000 | 126 |
| Number of Managed Accounts | $1,971,000 | 91 |
| Number of Non-Managed Accounts | $1,000 | 1,274 |
| Total fiduciary and related assets | $832,560,000 | 207 |
| Managed Assets ($) | $820,898,000 | 155 |
| Non-managed Assets ($) | $11,662,000 | 608 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,886,000 | 121 |
| Number of Managed Accounts | $1,885,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 408 |
| Total fiduciary and related assets | $794,308,000 | 210 |
| Managed Assets ($) | $782,985,000 | 158 |
| Non-managed Assets ($) | $11,323,000 | 347 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,843,000 | 123 |
| Number of Managed Accounts | $1,842,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 423 |
| Total fiduciary and related assets | $754,823,000 | 213 |
| Managed Assets ($) | $744,037,000 | 162 |
| Non-managed Assets ($) | $10,786,000 | 361 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,769,000 | 129 |
| Number of Managed Accounts | $1,768,000 | 97 |
| Number of Non-Managed Accounts | $1,000 | 422 |
| Total fiduciary and related assets | $716,657,000 | 221 |
| Managed Assets ($) | $706,197,000 | 168 |
| Non-managed Assets ($) | $10,460,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,715,000 | 144 |
| Number of Managed Accounts | $1,714,000 | 103 |
| Number of Non-Managed Accounts | $1,000 | 1,278 |
| Total fiduciary and related assets | $695,495,000 | 225 |
| Managed Assets ($) | $685,146,000 | 167 |
| Non-managed Assets ($) | $10,349,000 | 635 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,630,000 | 137 |
| Number of Managed Accounts | $1,628,000 | 105 |
| Number of Non-Managed Accounts | $2,000 | 407 |
| Total fiduciary and related assets | $639,908,000 | 224 |
| Managed Assets ($) | $630,470,000 | 170 |
| Non-managed Assets ($) | $9,438,000 | 360 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,580,000 | 140 |
| Number of Managed Accounts | $1,578,000 | 108 |
| Number of Non-Managed Accounts | $2,000 | 412 |
| Total fiduciary and related assets | $620,713,000 | 229 |
| Managed Assets ($) | $611,461,000 | 174 |
| Non-managed Assets ($) | $9,252,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,497,000 | 149 |
| Number of Managed Accounts | $1,495,000 | 112 |
| Number of Non-Managed Accounts | $2,000 | 418 |
| Total fiduciary and related assets | $589,510,000 | 235 |
| Managed Assets ($) | $578,625,000 | 182 |
| Non-managed Assets ($) | $10,885,000 | 368 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,463,000 | 166 |
| Number of Managed Accounts | $1,461,000 | 120 |
| Number of Non-Managed Accounts | $2,000 | 1,245 |
| Total fiduciary and related assets | $553,974,000 | 248 |
| Managed Assets ($) | $543,913,000 | 188 |
| Non-managed Assets ($) | $10,061,000 | 658 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,398,000 | 167 |
| Number of Managed Accounts | $1,396,000 | 125 |
| Number of Non-Managed Accounts | $2,000 | 425 |
| Total fiduciary and related assets | $511,126,000 | 255 |
| Managed Assets ($) | $501,860,000 | 196 |
| Non-managed Assets ($) | $9,266,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,366,000 | 168 |
| Number of Managed Accounts | $1,364,000 | 129 |
| Number of Non-Managed Accounts | $2,000 | 432 |
| Total fiduciary and related assets | $491,128,000 | 260 |
| Managed Assets ($) | $482,212,000 | 199 |
| Non-managed Assets ($) | $8,916,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,318,000 | 180 |
| Number of Managed Accounts | $1,316,000 | 136 |
| Number of Non-Managed Accounts | $2,000 | 443 |
| Total fiduciary and related assets | $454,114,000 | 270 |
| Managed Assets ($) | $446,142,000 | 205 |
| Non-managed Assets ($) | $7,972,000 | 400 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $1,307,000 | 196 |
| Number of Managed Accounts | $1,304,000 | 144 |
| Number of Non-Managed Accounts | $3,000 | 1,239 |
| Total fiduciary and related assets | $444,242,000 | 275 |
| Managed Assets ($) | $437,015,000 | 206 |
| Non-managed Assets ($) | $7,227,000 | 718 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | 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 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |