Home > Tolleson Private Bank > Fiduciary and Related Services
Tolleson Private Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $171,000 | 570 |
| Number of Managed Accounts | $110,000 | 562 |
| Number of Non-Managed Accounts | $61,000 | 344 |
| Total fiduciary and related assets | $4,358,265,000 | 117 |
| Managed Assets ($) | $1,047,540,000 | 202 |
| Non-managed Assets ($) | $3,310,725,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,765,000 | 142 |
| 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 | $167,000 | 358 |
| Number of Managed Accounts | $106,000 | 346 |
| Number of Non-Managed Accounts | $61,000 | 240 |
| Total fiduciary and related assets | $4,290,870,000 | 117 |
| Managed Assets ($) | $986,646,000 | 204 |
| Non-managed Assets ($) | $3,304,224,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,274,000 | 140 |
| 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 | $170,000 | 425 |
| Number of Managed Accounts | $109,000 | 413 |
| Number of Non-Managed Accounts | $61,000 | 263 |
| Total fiduciary and related assets | $4,525,756,000 | 111 |
| Managed Assets ($) | $1,012,047,000 | 199 |
| Non-managed Assets ($) | $3,513,709,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,358,000 | 139 |
| 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 | $176,000 | 366 |
| Number of Managed Accounts | $115,000 | 352 |
| Number of Non-Managed Accounts | $61,000 | 245 |
| Total fiduciary and related assets | $4,474,162,000 | 116 |
| Managed Assets ($) | $992,720,000 | 208 |
| Non-managed Assets ($) | $3,481,442,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,845,000 | 139 |
| 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 | $174,000 | 593 |
| Number of Managed Accounts | $115,000 | 585 |
| Number of Non-Managed Accounts | $59,000 | 366 |
| Total fiduciary and related assets | $4,417,078,000 | 117 |
| Managed Assets ($) | $970,210,000 | 208 |
| Non-managed Assets ($) | $3,446,868,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,894,000 | 160 |
| 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 | $168,000 | 383 |
| Number of Managed Accounts | $108,000 | 371 |
| Number of Non-Managed Accounts | $60,000 | 246 |
| Total fiduciary and related assets | $4,269,832,000 | 118 |
| Managed Assets ($) | $908,794,000 | 207 |
| Non-managed Assets ($) | $3,361,038,000 | 70 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,849,000 | 163 |
| 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 | $160,000 | 417 |
| Number of Managed Accounts | $106,000 | 404 |
| Number of Non-Managed Accounts | $54,000 | 258 |
| Total fiduciary and related assets | $4,684,060,000 | 92 |
| Managed Assets ($) | $903,689,000 | 181 |
| Non-managed Assets ($) | $3,780,371,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,994,000 | 136 |
| 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 | $154,000 | 349 |
| Number of Managed Accounts | $102,000 | 334 |
| Number of Non-Managed Accounts | $52,000 | 231 |
| Total fiduciary and related assets | $4,952,577,000 | 93 |
| Managed Assets ($) | $1,006,488,000 | 181 |
| Non-managed Assets ($) | $3,946,089,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,048,000 | 135 |
| 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 | $162,000 | 566 |
| Number of Managed Accounts | $110,000 | 558 |
| Number of Non-Managed Accounts | $52,000 | 366 |
| Total fiduciary and related assets | $5,086,373,000 | 92 |
| Managed Assets ($) | $1,057,141,000 | 183 |
| Non-managed Assets ($) | $4,029,232,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,034,000 | 137 |
| 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 | $162,000 | 332 |
| Number of Managed Accounts | $116,000 | 322 |
| Number of Non-Managed Accounts | $46,000 | 242 |
| Total fiduciary and related assets | $5,053,815,000 | 92 |
| Managed Assets ($) | $2,196,467,000 | 114 |
| Non-managed Assets ($) | $2,857,348,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,820,000 | 139 |
| 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 | $166,000 | 395 |
| Number of Managed Accounts | $135,000 | 377 |
| Number of Non-Managed Accounts | $31,000 | 305 |
| Total fiduciary and related assets | $4,976,757,000 | 94 |
| Managed Assets ($) | $2,172,020,000 | 114 |
| Non-managed Assets ($) | $2,804,737,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,584,000 | 139 |
| 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 | $167,000 | 334 |
| Number of Managed Accounts | $136,000 | 318 |
| Number of Non-Managed Accounts | $31,000 | 269 |
| Total fiduciary and related assets | $4,259,088,000 | 97 |
| Managed Assets ($) | $1,530,512,000 | 141 |
| Non-managed Assets ($) | $2,728,576,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,707,000 | 144 |
| 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 | $159,000 | 579 |
| Number of Managed Accounts | $131,000 | 535 |
| Number of Non-Managed Accounts | $28,000 | 492 |
| Total fiduciary and related assets | $4,975,703,000 | 92 |
| Managed Assets ($) | $1,489,544,000 | 143 |
| Non-managed Assets ($) | $3,486,159,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,013,000 | 141 |
| 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 | $151,000 | 336 |
| Number of Managed Accounts | $125,000 | 322 |
| Number of Non-Managed Accounts | $26,000 | 273 |
| Total fiduciary and related assets | $4,693,414,000 | 89 |
| Managed Assets ($) | $1,383,317,000 | 141 |
| Non-managed Assets ($) | $3,310,097,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,197,000 | 145 |
| 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 | $158,000 | 393 |
| Number of Managed Accounts | $131,000 | 375 |
| Number of Non-Managed Accounts | $27,000 | 306 |
| Total fiduciary and related assets | $4,550,246,000 | 88 |
| Managed Assets ($) | $1,416,738,000 | 137 |
| Non-managed Assets ($) | $3,133,508,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,816,000 | 144 |
| 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 | $156,000 | 337 |
| Number of Managed Accounts | $129,000 | 324 |
| Number of Non-Managed Accounts | $27,000 | 276 |
| Total fiduciary and related assets | $4,780,904,000 | 82 |
| Managed Assets ($) | $1,235,308,000 | 142 |
| Non-managed Assets ($) | $3,545,596,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,302,000 | 151 |
| 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 | $155,000 | 590 |
| Number of Managed Accounts | $128,000 | 550 |
| Number of Non-Managed Accounts | $27,000 | 514 |
| Total fiduciary and related assets | $5,097,715,000 | 88 |
| Managed Assets ($) | $1,305,529,000 | 146 |
| Non-managed Assets ($) | $3,792,186,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,246,000 | 149 |
| 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 | $155,000 | 342 |
| Number of Managed Accounts | $128,000 | 329 |
| Number of Non-Managed Accounts | $27,000 | 277 |
| Total fiduciary and related assets | $4,905,650,000 | 89 |
| Managed Assets ($) | $1,153,703,000 | 158 |
| Non-managed Assets ($) | $3,751,947,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,609,000 | 151 |
| 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 | $153,000 | 380 |
| Number of Managed Accounts | $128,000 | 367 |
| Number of Non-Managed Accounts | $25,000 | 304 |
| Total fiduciary and related assets | $4,224,667,000 | 92 |
| Managed Assets ($) | $869,378,000 | 173 |
| Non-managed Assets ($) | $3,355,289,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,081,000 | 159 |
| 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 | $148,000 | 387 |
| Number of Managed Accounts | $123,000 | 372 |
| Number of Non-Managed Accounts | $25,000 | 307 |
| Total fiduciary and related assets | $4,171,951,000 | 92 |
| Managed Assets ($) | $857,847,000 | 173 |
| Non-managed Assets ($) | $3,314,104,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,914,000 | 163 |
| 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 | $140,000 | 625 |
| Number of Managed Accounts | $115,000 | 580 |
| Number of Non-Managed Accounts | $25,000 | 542 |
| Total fiduciary and related assets | $3,907,527,000 | 91 |
| Managed Assets ($) | $709,976,000 | 192 |
| Non-managed Assets ($) | $3,197,551,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,974,000 | 174 |
| 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 | $135,000 | 388 |
| Number of Managed Accounts | $110,000 | 376 |
| Number of Non-Managed Accounts | $25,000 | 313 |
| Total fiduciary and related assets | $4,077,335,000 | 92 |
| Managed Assets ($) | $779,360,000 | 183 |
| Non-managed Assets ($) | $3,297,975,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,317,000 | 172 |
| 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 | $133,000 | 392 |
| Number of Managed Accounts | $108,000 | 379 |
| Number of Non-Managed Accounts | $25,000 | 316 |
| Total fiduciary and related assets | $4,026,733,000 | 93 |
| Managed Assets ($) | $789,100,000 | 179 |
| Non-managed Assets ($) | $3,237,633,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,475,000 | 174 |
| 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 | $138,000 | 394 |
| Number of Managed Accounts | $112,000 | 376 |
| Number of Non-Managed Accounts | $26,000 | 316 |
| Total fiduciary and related assets | $3,994,429,000 | 93 |
| Managed Assets ($) | $787,157,000 | 179 |
| Non-managed Assets ($) | $3,207,272,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,648,000 | 186 |
| 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 | $137,000 | 639 |
| Number of Managed Accounts | $109,000 | 591 |
| Number of Non-Managed Accounts | $28,000 | 530 |
| Total fiduciary and related assets | $3,738,824,000 | 97 |
| Managed Assets ($) | $653,691,000 | 204 |
| Non-managed Assets ($) | $3,085,133,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,108,000 | 189 |
| 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 | $143,000 | 388 |
| Number of Managed Accounts | $117,000 | 373 |
| Number of Non-Managed Accounts | $26,000 | 306 |
| Total fiduciary and related assets | $3,668,204,000 | 95 |
| Managed Assets ($) | $633,948,000 | 202 |
| Non-managed Assets ($) | $3,034,256,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,521,000 | 188 |
| 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 | $144,000 | 390 |
| Number of Managed Accounts | $118,000 | 373 |
| Number of Non-Managed Accounts | $26,000 | 309 |
| Total fiduciary and related assets | $3,629,588,000 | 93 |
| Managed Assets ($) | $652,402,000 | 196 |
| Non-managed Assets ($) | $2,977,186,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,014,000 | 186 |
| 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 | $144,000 | 393 |
| Number of Managed Accounts | $118,000 | 377 |
| Number of Non-Managed Accounts | $26,000 | 307 |
| Total fiduciary and related assets | $5,032,030,000 | 75 |
| Managed Assets ($) | $664,185,000 | 189 |
| Non-managed Assets ($) | $4,367,845,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,464,000 | 189 |
| 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 | $147,000 | 641 |
| Number of Managed Accounts | $121,000 | 584 |
| Number of Non-Managed Accounts | $26,000 | 564 |
| Total fiduciary and related assets | $4,950,713,000 | 76 |
| Managed Assets ($) | $641,129,000 | 194 |
| Non-managed Assets ($) | $4,309,584,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,341,000 | 191 |
| 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 | $149,000 | 394 |
| Number of Managed Accounts | $123,000 | 376 |
| Number of Non-Managed Accounts | $26,000 | 318 |
| Total fiduciary and related assets | $4,895,114,000 | 75 |
| Managed Assets ($) | $640,614,000 | 190 |
| Non-managed Assets ($) | $4,254,500,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,840,000 | 192 |
| 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 | $143,000 | 396 |
| Number of Managed Accounts | $118,000 | 378 |
| Number of Non-Managed Accounts | $25,000 | 319 |
| Total fiduciary and related assets | $4,749,575,000 | 75 |
| Managed Assets ($) | $606,816,000 | 201 |
| Non-managed Assets ($) | $4,142,759,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,500,000 | 197 |
| 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 | $139,000 | 398 |
| Number of Managed Accounts | $115,000 | 381 |
| Number of Non-Managed Accounts | $24,000 | 321 |
| Total fiduciary and related assets | $4,732,045,000 | 76 |
| Managed Assets ($) | $600,968,000 | 201 |
| Non-managed Assets ($) | $4,131,077,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,240,000 | 197 |
| 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 | $135,000 | 668 |
| Number of Managed Accounts | $111,000 | 604 |
| Number of Non-Managed Accounts | $24,000 | 601 |
| Total fiduciary and related assets | $4,703,612,000 | 74 |
| Managed Assets ($) | $611,536,000 | 193 |
| Non-managed Assets ($) | $4,092,076,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,816,000 | 206 |
| 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 | $132,000 | 395 |
| Number of Managed Accounts | $106,000 | 378 |
| Number of Non-Managed Accounts | $26,000 | 314 |
| Total fiduciary and related assets | $4,706,018,000 | 73 |
| Managed Assets ($) | $616,223,000 | 189 |
| Non-managed Assets ($) | $4,089,795,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,568,000 | 209 |
| 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 | $128,000 | 399 |
| Number of Managed Accounts | $105,000 | 383 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $4,438,853,000 | 78 |
| Managed Assets ($) | $634,054,000 | 191 |
| Non-managed Assets ($) | $3,804,799,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,323,000 | 217 |
| 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 | $102,000 | 402 |
| Number of Managed Accounts | $77,000 | 388 |
| Number of Non-Managed Accounts | $25,000 | 322 |
| Total fiduciary and related assets | $3,739,616,000 | 87 |
| Managed Assets ($) | $465,218,000 | 240 |
| Non-managed Assets ($) | $3,274,398,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,122,000 | 222 |
| 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 | $95,000 | 761 |
| Number of Managed Accounts | $73,000 | 699 |
| Number of Non-Managed Accounts | $22,000 | 648 |
| Total fiduciary and related assets | $3,660,474,000 | 88 |
| Managed Assets ($) | $458,636,000 | 243 |
| Non-managed Assets ($) | $3,201,838,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,150,000 | 221 |
| 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 | $89,000 | 404 |
| Number of Managed Accounts | $66,000 | 386 |
| Number of Non-Managed Accounts | $23,000 | 324 |
| Total fiduciary and related assets | $3,589,572,000 | 86 |
| Managed Assets ($) | $395,916,000 | 259 |
| Non-managed Assets ($) | $3,193,656,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,057,000 | 222 |
| 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 | $89,000 | 406 |
| Number of Managed Accounts | $66,000 | 387 |
| Number of Non-Managed Accounts | $23,000 | 321 |
| Total fiduciary and related assets | $3,522,125,000 | 86 |
| Managed Assets ($) | $397,784,000 | 257 |
| Non-managed Assets ($) | $3,124,341,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,013,000 | 225 |
| 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 | $88,000 | 409 |
| Number of Managed Accounts | $65,000 | 392 |
| Number of Non-Managed Accounts | $23,000 | 325 |
| Total fiduciary and related assets | $3,502,320,000 | 85 |
| Managed Assets ($) | $395,490,000 | 256 |
| Non-managed Assets ($) | $3,106,830,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $993,000 | 235 |
| 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 | $88,000 | 790 |
| Number of Managed Accounts | $65,000 | 744 |
| Number of Non-Managed Accounts | $23,000 | 658 |
| Total fiduciary and related assets | $3,426,500,000 | 86 |
| Managed Assets ($) | $380,940,000 | 262 |
| Non-managed Assets ($) | $3,045,560,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,656,000 | 229 |
| 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 | $81,000 | 389 |
| Number of Managed Accounts | $57,000 | 374 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $3,268,735,000 | 86 |
| Managed Assets ($) | $370,380,000 | 261 |
| Non-managed Assets ($) | $2,898,355,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,716,000 | 230 |
| 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 | $81,000 | 391 |
| Number of Managed Accounts | $57,000 | 376 |
| Number of Non-Managed Accounts | $24,000 | 313 |
| Total fiduciary and related assets | $2,877,328,000 | 92 |
| Managed Assets ($) | $366,115,000 | 249 |
| Non-managed Assets ($) | $2,511,213,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,826,000 | 225 |
| 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 | $81,000 | 394 |
| Number of Managed Accounts | $57,000 | 378 |
| Number of Non-Managed Accounts | $24,000 | 314 |
| Total fiduciary and related assets | $2,915,958,000 | 88 |
| Managed Assets ($) | $373,107,000 | 244 |
| Non-managed Assets ($) | $2,542,851,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $906,000 | 225 |
| 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 | $81,000 | 836 |
| Number of Managed Accounts | $57,000 | 782 |
| Number of Non-Managed Accounts | $24,000 | 665 |
| Total fiduciary and related assets | $2,896,765,000 | 88 |
| Managed Assets ($) | $364,969,000 | 244 |
| Non-managed Assets ($) | $2,531,796,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,290,000 | 287 |
| 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 | $68,000 | 375 |
| Number of Managed Accounts | $46,000 | 359 |
| Number of Non-Managed Accounts | $22,000 | 308 |
| Total fiduciary and related assets | $2,654,937,000 | 93 |
| Managed Assets ($) | $309,335,000 | 268 |
| Non-managed Assets ($) | $2,345,602,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,495,000 | 308 |
| 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 | $65,000 | 377 |
| Number of Managed Accounts | $42,000 | 360 |
| Number of Non-Managed Accounts | $23,000 | 304 |
| Total fiduciary and related assets | $2,531,807,000 | 93 |
| Managed Assets ($) | $303,000,000 | 261 |
| Non-managed Assets ($) | $2,228,807,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $797,000 | 354 |
| 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 | $54,000 | 377 |
| Number of Managed Accounts | $44,000 | 359 |
| Number of Non-Managed Accounts | $10,000 | 341 |
| Total fiduciary and related assets | $438,970,000 | 264 |
| Managed Assets ($) | $316,529,000 | 258 |
| Non-managed Assets ($) | $122,441,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $255,000 | 442 |
| 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 | $49,000 | 963 |
| Number of Managed Accounts | $38,000 | 874 |
| Number of Non-Managed Accounts | $11,000 | 843 |
| Total fiduciary and related assets | $424,833,000 | 262 |
| Managed Assets ($) | $308,671,000 | 256 |
| Non-managed Assets ($) | $116,162,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $682,000 | 499 |
| 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 | $0 | 417 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 395 |
| Total fiduciary and related assets | $0 | 415 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $411,000 | 536 |
| 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 | $0 | 423 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $0 | 400 |
| Total fiduciary and related assets | $0 | 421 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $0 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $240,000 | 569 |
| 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 | $0 | 428 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $0 | 404 |
| Total fiduciary and related assets | $0 | 427 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $0 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $100,000 | 613 |
| 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 | $34,000 | 1,093 |
| Number of Managed Accounts | $29,000 | 961 |
| Number of Non-Managed Accounts | $5,000 | 987 |
| Total fiduciary and related assets | $125,775,000 | 513 |
| Managed Assets ($) | $87,881,000 | 512 |
| Non-managed Assets ($) | $37,894,000 | 362 |
| Memoranda | ||
| Gross Fiduciary activities income | $412,000 | 596 |
| 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 | $0 | 412 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 411 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $309,000 | 593 |
| 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 | $0 | 414 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $0 | 394 |
| Total fiduciary and related assets | $0 | 413 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $204,000 | 602 |
| 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 | $0 | 421 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 401 |
| Total fiduciary and related assets | $0 | 419 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,000 | 605 |
| 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 | $14,000 | 1,275 |
| Number of Managed Accounts | $14,000 | 1,124 |
| Number of Non-Managed Accounts | $0 | 1,248 |
| Total fiduciary and related assets | $189,247,000 | 411 |
| Managed Assets ($) | $189,247,000 | 329 |
| Non-managed Assets ($) | $0 | 1,242 |
| Memoranda | ||
| Gross Fiduciary activities income | $191,000 | 769 |
| 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 | $0 | 409 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $0 | 386 |
| Total fiduciary and related assets | $0 | 408 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,000 | 834 |
| 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 | $0 | 415 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 414 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,000 | 935 |
| 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 | $0 | 418 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $0 | 417 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,000 | 940 |
| 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 | $6,000 | 1,442 |
| Number of Managed Accounts | $6,000 | 1,293 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $20,766,000 | 936 |
| Managed Assets ($) | $20,766,000 | 839 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,000 | 826 |
| 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 | $0 | 441 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $0 | 440 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $120,000 | 819 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000 | 843 |
| 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 | $0 | 460 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,000 | 856 |
| 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 | $2,000 | 1,584 |
| Number of Managed Accounts | $2,000 | 1,461 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $12,303,000 | 1,081 |
| Managed Assets ($) | $12,303,000 | 988 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $119,000 | 895 |
| 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 | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,000 | 896 |
| 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 | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000 | 907 |
| 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 | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,000 | 902 |
| 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 | $1,000 | 1,685 |
| Number of Managed Accounts | $1,000 | 1,557 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $9,588,000 | 1,141 |
| Managed Assets ($) | $9,588,000 | 1,039 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,686 |
| Fiduciary power exercised | $0 | 2,011 |
| Fiduciary or related activity | $0 | 1,921 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $0 | 460 |
| Total fiduciary and related assets | $0 | 490 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $0 | 458 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |