Home > Stifel Trust Company > Fiduciary and Related Services
Stifel 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 | $1,367,000 | 192 |
| Number of Managed Accounts | $1,363,000 | 151 |
| Number of Non-Managed Accounts | $4,000 | 691 |
| Total fiduciary and related assets | $3,125,124,000 | 140 |
| Managed Assets ($) | $3,049,302,000 | 103 |
| Non-managed Assets ($) | $75,822,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,725,000 | 112 |
| 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 | $1,340,000 | 189 |
| Number of Managed Accounts | $1,335,000 | 152 |
| Number of Non-Managed Accounts | $5,000 | 344 |
| Total fiduciary and related assets | $2,866,704,000 | 147 |
| Managed Assets ($) | $2,786,369,000 | 111 |
| Non-managed Assets ($) | $80,335,000 | 250 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,173,000 | 114 |
| 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 | $1,333,000 | 190 |
| Number of Managed Accounts | $1,328,000 | 150 |
| Number of Non-Managed Accounts | $5,000 | 407 |
| Total fiduciary and related assets | $2,929,453,000 | 142 |
| Managed Assets ($) | $2,846,979,000 | 105 |
| Non-managed Assets ($) | $82,474,000 | 283 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,641,000 | 115 |
| 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 | $1,316,000 | 198 |
| Number of Managed Accounts | $1,312,000 | 157 |
| Number of Non-Managed Accounts | $4,000 | 351 |
| Total fiduciary and related assets | $2,802,077,000 | 153 |
| Managed Assets ($) | $2,729,834,000 | 113 |
| Non-managed Assets ($) | $72,243,000 | 260 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,703,000 | 123 |
| 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 | $1,276,000 | 207 |
| Number of Managed Accounts | $1,272,000 | 164 |
| Number of Non-Managed Accounts | $4,000 | 731 |
| Total fiduciary and related assets | $2,715,922,000 | 156 |
| Managed Assets ($) | $2,646,442,000 | 116 |
| Non-managed Assets ($) | $69,480,000 | 320 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,990,000 | 121 |
| 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 | $1,268,000 | 206 |
| Number of Managed Accounts | $1,263,000 | 165 |
| Number of Non-Managed Accounts | $5,000 | 361 |
| Total fiduciary and related assets | $2,555,963,000 | 155 |
| Managed Assets ($) | $2,487,007,000 | 115 |
| Non-managed Assets ($) | $68,956,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,454,000 | 123 |
| 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 | $1,331,000 | 176 |
| Number of Managed Accounts | $1,326,000 | 143 |
| Number of Non-Managed Accounts | $5,000 | 384 |
| Total fiduciary and related assets | $2,583,542,000 | 128 |
| Managed Assets ($) | $2,510,818,000 | 95 |
| Non-managed Assets ($) | $72,724,000 | 261 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,806,000 | 104 |
| 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 | $1,309,000 | 179 |
| Number of Managed Accounts | $1,303,000 | 145 |
| Number of Non-Managed Accounts | $6,000 | 322 |
| Total fiduciary and related assets | $2,887,709,000 | 128 |
| Managed Assets ($) | $2,806,590,000 | 96 |
| Non-managed Assets ($) | $81,119,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,096,000 | 103 |
| 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 | $1,277,000 | 187 |
| Number of Managed Accounts | $1,271,000 | 151 |
| Number of Non-Managed Accounts | $6,000 | 680 |
| Total fiduciary and related assets | $3,000,512,000 | 125 |
| Managed Assets ($) | $2,913,302,000 | 94 |
| Non-managed Assets ($) | $87,210,000 | 276 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,708,000 | 109 |
| 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 | $1,268,000 | 184 |
| Number of Managed Accounts | $1,258,000 | 153 |
| Number of Non-Managed Accounts | $10,000 | 301 |
| Total fiduciary and related assets | $2,753,435,000 | 132 |
| Managed Assets ($) | $2,670,092,000 | 99 |
| Non-managed Assets ($) | $83,343,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,887,000 | 109 |
| 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 | $1,256,000 | 189 |
| Number of Managed Accounts | $1,245,000 | 159 |
| Number of Non-Managed Accounts | $11,000 | 348 |
| Total fiduciary and related assets | $2,748,481,000 | 131 |
| Managed Assets ($) | $2,697,535,000 | 98 |
| Non-managed Assets ($) | $50,946,000 | 293 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,155,000 | 110 |
| 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 | $1,236,000 | 188 |
| Number of Managed Accounts | $1,225,000 | 156 |
| Number of Non-Managed Accounts | $11,000 | 303 |
| Total fiduciary and related assets | $2,194,954,000 | 144 |
| Managed Assets ($) | $2,109,451,000 | 112 |
| Non-managed Assets ($) | $85,503,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,900,000 | 112 |
| 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 | $1,203,000 | 194 |
| Number of Managed Accounts | $1,193,000 | 160 |
| Number of Non-Managed Accounts | $10,000 | 647 |
| Total fiduciary and related assets | $2,035,633,000 | 148 |
| Managed Assets ($) | $1,954,212,000 | 120 |
| Non-managed Assets ($) | $81,421,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,135,000 | 119 |
| 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 | $1,178,000 | 191 |
| Number of Managed Accounts | $1,168,000 | 158 |
| Number of Non-Managed Accounts | $10,000 | 307 |
| Total fiduciary and related assets | $1,862,657,000 | 147 |
| Managed Assets ($) | $1,786,600,000 | 119 |
| Non-managed Assets ($) | $76,057,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,277,000 | 123 |
| 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 | $1,144,000 | 199 |
| Number of Managed Accounts | $1,134,000 | 164 |
| Number of Non-Managed Accounts | $10,000 | 354 |
| Total fiduciary and related assets | $1,703,591,000 | 153 |
| Managed Assets ($) | $1,631,802,000 | 122 |
| Non-managed Assets ($) | $71,789,000 | 256 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,999,000 | 125 |
| 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 | $1,138,000 | 195 |
| Number of Managed Accounts | $1,128,000 | 163 |
| Number of Non-Managed Accounts | $10,000 | 307 |
| Total fiduciary and related assets | $1,515,693,000 | 154 |
| Managed Assets ($) | $1,450,853,000 | 123 |
| Non-managed Assets ($) | $64,840,000 | 230 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,306,000 | 123 |
| 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 | $1,125,000 | 210 |
| Number of Managed Accounts | $1,115,000 | 168 |
| Number of Non-Managed Accounts | $10,000 | 658 |
| Total fiduciary and related assets | $1,760,239,000 | 152 |
| Managed Assets ($) | $1,687,604,000 | 123 |
| Non-managed Assets ($) | $72,635,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,650,000 | 128 |
| 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 | $1,097,000 | 199 |
| Number of Managed Accounts | $1,087,000 | 164 |
| Number of Non-Managed Accounts | $10,000 | 308 |
| Total fiduciary and related assets | $1,600,239,000 | 158 |
| Managed Assets ($) | $1,529,461,000 | 126 |
| Non-managed Assets ($) | $70,778,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,448,000 | 129 |
| 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 | $1,078,000 | 205 |
| Number of Managed Accounts | $1,069,000 | 170 |
| Number of Non-Managed Accounts | $9,000 | 344 |
| Total fiduciary and related assets | $1,529,015,000 | 164 |
| Managed Assets ($) | $1,459,195,000 | 131 |
| Non-managed Assets ($) | $69,820,000 | 264 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,522,000 | 130 |
| 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 | $1,028,000 | 218 |
| Number of Managed Accounts | $1,019,000 | 182 |
| Number of Non-Managed Accounts | $9,000 | 351 |
| Total fiduciary and related assets | $1,455,258,000 | 168 |
| Managed Assets ($) | $1,387,840,000 | 135 |
| Non-managed Assets ($) | $67,418,000 | 266 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,676,000 | 133 |
| 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 | $1,026,000 | 224 |
| Number of Managed Accounts | $1,016,000 | 182 |
| Number of Non-Managed Accounts | $10,000 | 678 |
| Total fiduciary and related assets | $1,346,139,000 | 166 |
| Managed Assets ($) | $1,283,380,000 | 133 |
| Non-managed Assets ($) | $62,759,000 | 302 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,510,000 | 131 |
| 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 | $1,030,000 | 214 |
| Number of Managed Accounts | $1,020,000 | 178 |
| Number of Non-Managed Accounts | $10,000 | 353 |
| Total fiduciary and related assets | $1,471,645,000 | 164 |
| Managed Assets ($) | $1,403,803,000 | 131 |
| Non-managed Assets ($) | $67,842,000 | 269 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,448,000 | 128 |
| 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 | $1,044,000 | 209 |
| Number of Managed Accounts | $1,028,000 | 174 |
| Number of Non-Managed Accounts | $16,000 | 333 |
| Total fiduciary and related assets | $1,791,194,000 | 141 |
| Managed Assets ($) | $1,317,662,000 | 137 |
| Non-managed Assets ($) | $473,532,000 | 135 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,735,000 | 126 |
| 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 | $1,025,000 | 217 |
| Number of Managed Accounts | $1,014,000 | 175 |
| Number of Non-Managed Accounts | $11,000 | 352 |
| Total fiduciary and related assets | $1,797,398,000 | 142 |
| Managed Assets ($) | $1,313,798,000 | 135 |
| Non-managed Assets ($) | $483,600,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,937,000 | 127 |
| 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 | $1,007,000 | 229 |
| Number of Managed Accounts | $992,000 | 180 |
| Number of Non-Managed Accounts | $15,000 | 632 |
| Total fiduciary and related assets | $1,844,653,000 | 140 |
| Managed Assets ($) | $1,327,551,000 | 135 |
| Non-managed Assets ($) | $517,102,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,110,000 | 124 |
| 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 | $1,032,000 | 215 |
| Number of Managed Accounts | $1,009,000 | 175 |
| Number of Non-Managed Accounts | $23,000 | 314 |
| Total fiduciary and related assets | $1,770,986,000 | 141 |
| Managed Assets ($) | $1,254,565,000 | 134 |
| Non-managed Assets ($) | $516,421,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,232,000 | 125 |
| 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 | $1,005,000 | 215 |
| Number of Managed Accounts | $982,000 | 177 |
| Number of Non-Managed Accounts | $23,000 | 317 |
| Total fiduciary and related assets | $1,757,415,000 | 138 |
| Managed Assets ($) | $1,243,083,000 | 130 |
| Non-managed Assets ($) | $514,332,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,386,000 | 123 |
| 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 | $990,000 | 215 |
| Number of Managed Accounts | $966,000 | 178 |
| Number of Non-Managed Accounts | $24,000 | 311 |
| Total fiduciary and related assets | $1,710,725,000 | 137 |
| Managed Assets ($) | $1,208,114,000 | 127 |
| Non-managed Assets ($) | $502,611,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,609,000 | 123 |
| 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 | $965,000 | 222 |
| Number of Managed Accounts | $938,000 | 180 |
| Number of Non-Managed Accounts | $27,000 | 557 |
| Total fiduciary and related assets | $1,637,477,000 | 136 |
| Managed Assets ($) | $1,139,972,000 | 128 |
| Non-managed Assets ($) | $497,505,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,539,000 | 139 |
| 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 | $973,000 | 215 |
| Number of Managed Accounts | $937,000 | 177 |
| Number of Non-Managed Accounts | $36,000 | 297 |
| Total fiduciary and related assets | $1,698,918,000 | 133 |
| Managed Assets ($) | $1,190,289,000 | 127 |
| Non-managed Assets ($) | $508,629,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,035,000 | 146 |
| 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 | $794,000 | 246 |
| Number of Managed Accounts | $783,000 | 208 |
| Number of Non-Managed Accounts | $11,000 | 355 |
| Total fiduciary and related assets | $1,155,050,000 | 170 |
| Managed Assets ($) | $1,091,228,000 | 131 |
| Non-managed Assets ($) | $63,822,000 | 263 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,572,000 | 155 |
| 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 | $966,000 | 215 |
| Number of Managed Accounts | $951,000 | 178 |
| Number of Non-Managed Accounts | $15,000 | 340 |
| Total fiduciary and related assets | $1,396,434,000 | 148 |
| Managed Assets ($) | $1,315,138,000 | 122 |
| Non-managed Assets ($) | $81,296,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,783,000 | 154 |
| 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 | $941,000 | 228 |
| Number of Managed Accounts | $907,000 | 185 |
| Number of Non-Managed Accounts | $34,000 | 519 |
| Total fiduciary and related assets | $2,069,254,000 | 118 |
| Managed Assets ($) | $1,989,625,000 | 91 |
| Non-managed Assets ($) | $79,629,000 | 255 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,239,000 | 144 |
| 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 | $949,000 | 221 |
| Number of Managed Accounts | $916,000 | 182 |
| Number of Non-Managed Accounts | $33,000 | 295 |
| Total fiduciary and related assets | $2,129,477,000 | 118 |
| Managed Assets ($) | $1,999,623,000 | 86 |
| Non-managed Assets ($) | $129,854,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,232,000 | 145 |
| 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 | $944,000 | 221 |
| Number of Managed Accounts | $910,000 | 183 |
| Number of Non-Managed Accounts | $34,000 | 297 |
| Total fiduciary and related assets | $2,184,838,000 | 119 |
| Managed Assets ($) | $2,070,776,000 | 90 |
| Non-managed Assets ($) | $114,062,000 | 216 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,205,000 | 146 |
| 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 | $929,000 | 220 |
| Number of Managed Accounts | $897,000 | 182 |
| Number of Non-Managed Accounts | $32,000 | 304 |
| Total fiduciary and related assets | $2,147,919,000 | 120 |
| Managed Assets ($) | $2,029,665,000 | 89 |
| Non-managed Assets ($) | $118,254,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,072,000 | 143 |
| 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 | $936,000 | 228 |
| Number of Managed Accounts | $904,000 | 180 |
| Number of Non-Managed Accounts | $32,000 | 554 |
| Total fiduciary and related assets | $2,108,451,000 | 118 |
| Managed Assets ($) | $1,990,458,000 | 88 |
| Non-managed Assets ($) | $117,993,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,709,000 | 135 |
| 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 | $932,000 | 223 |
| Number of Managed Accounts | $900,000 | 181 |
| Number of Non-Managed Accounts | $32,000 | 303 |
| Total fiduciary and related assets | $2,133,769,000 | 116 |
| Managed Assets ($) | $2,020,266,000 | 87 |
| Non-managed Assets ($) | $113,503,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,644,000 | 129 |
| 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 | $942,000 | 219 |
| Number of Managed Accounts | $911,000 | 178 |
| Number of Non-Managed Accounts | $31,000 | 301 |
| Total fiduciary and related assets | $2,190,849,000 | 115 |
| Managed Assets ($) | $2,080,769,000 | 86 |
| Non-managed Assets ($) | $110,080,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,530,000 | 129 |
| 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 | $953,000 | 221 |
| Number of Managed Accounts | $919,000 | 178 |
| Number of Non-Managed Accounts | $34,000 | 298 |
| Total fiduciary and related assets | $2,201,492,000 | 114 |
| Managed Assets ($) | $2,092,270,000 | 86 |
| Non-managed Assets ($) | $109,222,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,337,000 | 127 |
| 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 | $979,000 | 223 |
| Number of Managed Accounts | $943,000 | 175 |
| Number of Non-Managed Accounts | $36,000 | 535 |
| Total fiduciary and related assets | $2,278,888,000 | 110 |
| Managed Assets ($) | $2,170,329,000 | 83 |
| Non-managed Assets ($) | $108,559,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,069,000 | 120 |
| 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 | $982,000 | 208 |
| Number of Managed Accounts | $945,000 | 168 |
| Number of Non-Managed Accounts | $37,000 | 285 |
| Total fiduciary and related assets | $2,976,754,000 | 93 |
| Managed Assets ($) | $2,394,117,000 | 76 |
| Non-managed Assets ($) | $582,637,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,530,000 | 118 |
| 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 | $971,000 | 210 |
| Number of Managed Accounts | $934,000 | 165 |
| Number of Non-Managed Accounts | $37,000 | 287 |
| Total fiduciary and related assets | $2,888,622,000 | 91 |
| Managed Assets ($) | $2,331,698,000 | 76 |
| Non-managed Assets ($) | $556,924,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,984,000 | 119 |
| 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 | $954,000 | 214 |
| Number of Managed Accounts | $919,000 | 167 |
| Number of Non-Managed Accounts | $35,000 | 293 |
| Total fiduciary and related assets | $2,853,977,000 | 93 |
| Managed Assets ($) | $2,311,818,000 | 77 |
| Non-managed Assets ($) | $542,159,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,496,000 | 117 |
| 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 | $947,000 | 222 |
| Number of Managed Accounts | $912,000 | 170 |
| Number of Non-Managed Accounts | $35,000 | 563 |
| Total fiduciary and related assets | $2,782,812,000 | 91 |
| Managed Assets ($) | $2,283,987,000 | 76 |
| Non-managed Assets ($) | $498,825,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,431,000 | 112 |
| 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 | $937,000 | 210 |
| Number of Managed Accounts | $904,000 | 164 |
| Number of Non-Managed Accounts | $33,000 | 285 |
| Total fiduciary and related assets | $2,828,012,000 | 89 |
| Managed Assets ($) | $2,316,180,000 | 74 |
| Non-managed Assets ($) | $511,832,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,035,000 | 111 |
| 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 | $889,000 | 218 |
| Number of Managed Accounts | $856,000 | 171 |
| Number of Non-Managed Accounts | $33,000 | 288 |
| Total fiduciary and related assets | $2,747,884,000 | 90 |
| Managed Assets ($) | $2,248,916,000 | 74 |
| Non-managed Assets ($) | $498,968,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,703,000 | 113 |
| 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 | $874,000 | 223 |
| Number of Managed Accounts | $841,000 | 175 |
| Number of Non-Managed Accounts | $33,000 | 281 |
| Total fiduciary and related assets | $2,694,917,000 | 90 |
| Managed Assets ($) | $2,192,180,000 | 76 |
| Non-managed Assets ($) | $502,737,000 | 104 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,423,000 | 112 |
| 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 | $895,000 | 231 |
| Number of Managed Accounts | $864,000 | 170 |
| Number of Non-Managed Accounts | $31,000 | 600 |
| Total fiduciary and related assets | $2,586,580,000 | 90 |
| Managed Assets ($) | $2,126,675,000 | 73 |
| Non-managed Assets ($) | $459,905,000 | 107 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,364,000 | 99 |
| 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 | $899,000 | 219 |
| Number of Managed Accounts | $868,000 | 165 |
| Number of Non-Managed Accounts | $31,000 | 300 |
| Total fiduciary and related assets | $2,560,359,000 | 90 |
| Managed Assets ($) | $2,122,520,000 | 74 |
| Non-managed Assets ($) | $437,839,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,028,000 | 100 |
| 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 | $890,000 | 220 |
| Number of Managed Accounts | $858,000 | 166 |
| Number of Non-Managed Accounts | $32,000 | 301 |
| Total fiduciary and related assets | $2,772,167,000 | 89 |
| Managed Assets ($) | $2,248,638,000 | 77 |
| Non-managed Assets ($) | $523,529,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,725,000 | 98 |
| 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 | $894,000 | 219 |
| Number of Managed Accounts | $864,000 | 161 |
| Number of Non-Managed Accounts | $30,000 | 305 |
| Total fiduciary and related assets | $2,754,659,000 | 88 |
| Managed Assets ($) | $2,225,782,000 | 75 |
| Non-managed Assets ($) | $528,877,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,284,000 | 101 |
| 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 | $883,000 | 242 |
| Number of Managed Accounts | $854,000 | 172 |
| Number of Non-Managed Accounts | $29,000 | 651 |
| Total fiduciary and related assets | $2,515,409,000 | 94 |
| Managed Assets ($) | $2,013,883,000 | 79 |
| Non-managed Assets ($) | $501,526,000 | 109 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,978,000 | 99 |
| 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 | $877,000 | 222 |
| Number of Managed Accounts | $835,000 | 169 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $2,400,766,000 | 95 |
| Managed Assets ($) | $1,826,124,000 | 81 |
| Non-managed Assets ($) | $574,642,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,701,000 | 95 |
| 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 | $871,000 | 227 |
| Number of Managed Accounts | $831,000 | 170 |
| Number of Non-Managed Accounts | $40,000 | 282 |
| Total fiduciary and related assets | $2,260,237,000 | 97 |
| Managed Assets ($) | $1,815,152,000 | 79 |
| Non-managed Assets ($) | $445,085,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,486,000 | 97 |
| 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 | $871,000 | 226 |
| Number of Managed Accounts | $837,000 | 168 |
| Number of Non-Managed Accounts | $34,000 | 297 |
| Total fiduciary and related assets | $2,336,496,000 | 98 |
| Managed Assets ($) | $1,857,299,000 | 80 |
| Non-managed Assets ($) | $479,197,000 | 111 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 94 |
| 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 | $883,000 | 245 |
| Number of Managed Accounts | $850,000 | 175 |
| Number of Non-Managed Accounts | $33,000 | 640 |
| Total fiduciary and related assets | $2,425,574,000 | 97 |
| Managed Assets ($) | $1,958,324,000 | 79 |
| Non-managed Assets ($) | $467,250,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,940,000 | 92 |
| 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 | $905,000 | 221 |
| Number of Managed Accounts | $875,000 | 168 |
| Number of Non-Managed Accounts | $30,000 | 292 |
| Total fiduciary and related assets | $2,444,323,000 | 96 |
| Managed Assets ($) | $1,998,653,000 | 77 |
| Non-managed Assets ($) | $445,670,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,249,000 | 93 |
| 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 | $933,000 | 221 |
| Number of Managed Accounts | $898,000 | 166 |
| Number of Non-Managed Accounts | $35,000 | 290 |
| Total fiduciary and related assets | $2,340,018,000 | 97 |
| Managed Assets ($) | $1,946,899,000 | 76 |
| Non-managed Assets ($) | $393,119,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,625,000 | 97 |
| 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 | $935,000 | 221 |
| Number of Managed Accounts | $901,000 | 166 |
| Number of Non-Managed Accounts | $34,000 | 290 |
| Total fiduciary and related assets | $2,037,338,000 | 104 |
| Managed Assets ($) | $1,693,273,000 | 79 |
| Non-managed Assets ($) | $344,065,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,229,000 | 97 |
| 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 | $939,000 | 241 |
| Number of Managed Accounts | $905,000 | 175 |
| Number of Non-Managed Accounts | $34,000 | 632 |
| Total fiduciary and related assets | $2,189,919,000 | 105 |
| Managed Assets ($) | $1,746,059,000 | 83 |
| Non-managed Assets ($) | $443,860,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,295,000 | 99 |
| 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 | $991,000 | 214 |
| Number of Managed Accounts | $955,000 | 164 |
| Number of Non-Managed Accounts | $36,000 | 306 |
| Total fiduciary and related assets | $2,401,402,000 | 101 |
| Managed Assets ($) | $1,828,708,000 | 86 |
| Non-managed Assets ($) | $572,694,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,969,000 | 101 |
| 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 | $996,000 | 221 |
| Number of Managed Accounts | $955,000 | 165 |
| Number of Non-Managed Accounts | $41,000 | 294 |
| Total fiduciary and related assets | $3,368,608,000 | 91 |
| Managed Assets ($) | $2,698,415,000 | 69 |
| Non-managed Assets ($) | $670,193,000 | 115 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,358,000 | 101 |
| 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 | $987,000 | 222 |
| Number of Managed Accounts | $928,000 | 169 |
| Number of Non-Managed Accounts | $59,000 | 273 |
| Total fiduciary and related assets | $3,235,688,000 | 93 |
| Managed Assets ($) | $2,528,635,000 | 71 |
| Non-managed Assets ($) | $707,053,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,714,000 | 100 |
| 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 | $982,000 | 233 |
| Number of Managed Accounts | $924,000 | 172 |
| Number of Non-Managed Accounts | $58,000 | 516 |
| Total fiduciary and related assets | $2,488,166,000 | 109 |
| Managed Assets ($) | $1,844,943,000 | 92 |
| Non-managed Assets ($) | $643,223,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,015,000 | 100 |
| 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 | $951,000 | 215 |
| Number of Managed Accounts | $891,000 | 171 |
| Number of Non-Managed Accounts | $60,000 | 260 |
| Total fiduciary and related assets | $2,501,694,000 | 108 |
| Managed Assets ($) | $1,808,663,000 | 94 |
| Non-managed Assets ($) | $693,031,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,399,000 | 101 |
| 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 | $931,000 | 221 |
| Number of Managed Accounts | $868,000 | 175 |
| Number of Non-Managed Accounts | $63,000 | 261 |
| Total fiduciary and related assets | $2,451,558,000 | 116 |
| Managed Assets ($) | $1,740,069,000 | 98 |
| Non-managed Assets ($) | $711,489,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,974,000 | 105 |
| 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 | $950,000 | 210 |
| Number of Managed Accounts | $882,000 | 171 |
| Number of Non-Managed Accounts | $68,000 | 260 |
| Total fiduciary and related assets | $2,377,078,000 | 113 |
| Managed Assets ($) | $1,675,639,000 | 98 |
| Non-managed Assets ($) | $701,439,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,503,000 | 102 |
| 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 | $963,000 | 224 |
| Number of Managed Accounts | $892,000 | 173 |
| Number of Non-Managed Accounts | $71,000 | 459 |
| Total fiduciary and related assets | $2,425,881,000 | 107 |
| Managed Assets ($) | $1,765,708,000 | 90 |
| Non-managed Assets ($) | $660,173,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,297,000 | 103 |
| 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 | $4,180,000 | 73 |
| Number of Managed Accounts | $4,105,000 | 48 |
| Number of Non-Managed Accounts | $75,000 | 253 |
| Total fiduciary and related assets | $10,663,609,000 | 59 |
| Managed Assets ($) | $10,020,667,000 | 44 |
| Non-managed Assets ($) | $642,942,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,376,000 | 58 |
| 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 | $4,095,000 | 75 |
| Number of Managed Accounts | $4,018,000 | 51 |
| Number of Non-Managed Accounts | $77,000 | 261 |
| Total fiduciary and related assets | $10,316,875,000 | 62 |
| Managed Assets ($) | $9,659,870,000 | 42 |
| Non-managed Assets ($) | $657,005,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,739,000 | 62 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,602,000 | 142 |
| Number of Managed Accounts | $1,522,000 | 107 |
| Number of Non-Managed Accounts | $80,000 | 263 |
| Total fiduciary and related assets | $4,424,253,000 | 86 |
| Managed Assets ($) | $3,676,048,000 | 69 |
| Non-managed Assets ($) | $748,205,000 | 124 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,897,000 | 76 |
| 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 | $1,800,000 | 136 |
| Number of Managed Accounts | $1,676,000 | 105 |
| Number of Non-Managed Accounts | $124,000 | 338 |
| Total fiduciary and related assets | $7,430,280,000 | 73 |
| Managed Assets ($) | $5,195,108,000 | 61 |
| Non-managed Assets ($) | $2,235,172,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,325,000 | 98 |
| 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 | $1,803,000 | 127 |
| Number of Managed Accounts | $1,728,000 | 100 |
| Number of Non-Managed Accounts | $75,000 | 267 |
| Total fiduciary and related assets | $8,408,441,000 | 70 |
| Managed Assets ($) | $6,923,972,000 | 53 |
| Non-managed Assets ($) | $1,484,469,000 | 92 |
| 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 | $1,775,000 | 126 |
| Number of Managed Accounts | $1,702,000 | 100 |
| Number of Non-Managed Accounts | $73,000 | 272 |
| Total fiduciary and related assets | $6,585,590,000 | 73 |
| Managed Assets ($) | $5,162,137,000 | 57 |
| Non-managed Assets ($) | $1,423,453,000 | 89 |
| 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 | $794,000 | 245 |
| Number of Managed Accounts | $713,000 | 202 |
| Number of Non-Managed Accounts | $81,000 | 263 |
| Total fiduciary and related assets | $6,270,967,000 | 78 |
| Managed Assets ($) | $5,015,315,000 | 60 |
| Non-managed Assets ($) | $1,255,652,000 | 98 |
| 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 | $771,000 | 273 |
| Number of Managed Accounts | $684,000 | 221 |
| Number of Non-Managed Accounts | $87,000 | 439 |
| Total fiduciary and related assets | $6,317,963,000 | 79 |
| Managed Assets ($) | $5,017,974,000 | 62 |
| Non-managed Assets ($) | $1,299,989,000 | 98 |
| 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 | $779,000 | 243 |
| Number of Managed Accounts | $684,000 | 207 |
| Number of Non-Managed Accounts | $95,000 | 250 |
| Total fiduciary and related assets | $5,469,336,000 | 81 |
| Managed Assets ($) | $4,376,433,000 | 65 |
| Non-managed Assets ($) | $1,092,903,000 | 109 |
| 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 | $768,000 | 249 |
| Number of Managed Accounts | $668,000 | 212 |
| Number of Non-Managed Accounts | $100,000 | 258 |
| Total fiduciary and related assets | $6,227,050,000 | 78 |
| Managed Assets ($) | $5,039,721,000 | 61 |
| Non-managed Assets ($) | $1,187,329,000 | 105 |
| 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 | $751,000 | 257 |
| Number of Managed Accounts | $658,000 | 212 |
| Number of Non-Managed Accounts | $93,000 | 268 |
| Total fiduciary and related assets | $6,497,616,000 | 77 |
| Managed Assets ($) | $5,324,927,000 | 61 |
| Non-managed Assets ($) | $1,172,689,000 | 108 |
| 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 | $767,000 | 292 |
| Number of Managed Accounts | $651,000 | 231 |
| Number of Non-Managed Accounts | $116,000 | 396 |
| Total fiduciary and related assets | $6,329,197,000 | 77 |
| Managed Assets ($) | $5,203,277,000 | 62 |
| Non-managed Assets ($) | $1,125,920,000 | 112 |
| 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 | $734,000 | 270 |
| Number of Managed Accounts | $617,000 | 230 |
| Number of Non-Managed Accounts | $117,000 | 263 |
| Total fiduciary and related assets | $5,964,190,000 | 78 |
| Managed Assets ($) | $4,960,035,000 | 64 |
| Non-managed Assets ($) | $1,004,155,000 | 121 |
| 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 | $736,000 | 278 |
| Number of Managed Accounts | $610,000 | 235 |
| Number of Non-Managed Accounts | $126,000 | 262 |
| Total fiduciary and related assets | $5,827,598,000 | 81 |
| Managed Assets ($) | $4,877,422,000 | 61 |
| Non-managed Assets ($) | $950,176,000 | 121 |
| 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 | $733,000 | 280 |
| Number of Managed Accounts | $593,000 | 248 |
| Number of Non-Managed Accounts | $140,000 | 251 |
| Total fiduciary and related assets | $5,603,864,000 | 81 |
| Managed Assets ($) | $4,855,524,000 | 61 |
| Non-managed Assets ($) | $748,340,000 | 133 |
| 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 | $716,000 | 320 |
| Number of Managed Accounts | $572,000 | 277 |
| Number of Non-Managed Accounts | $144,000 | 347 |
| Total fiduciary and related assets | $5,590,493,000 | 78 |
| Managed Assets ($) | $4,792,901,000 | 59 |
| Non-managed Assets ($) | $797,592,000 | 130 |
| 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 |