Home > Wilmington Savings Fund Society, FSB > Fiduciary and Related Services
Wilmington Savings Fund Society, FSB, Fiduciary and Related Services
| 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 | $9,658,000 | 40 |
| Number of Managed Accounts | $4,029,000 | 60 |
| Number of Non-Managed Accounts | $5,629,000 | 25 |
| Total fiduciary and related assets | $39,054,935,000 | 39 |
| Managed Assets ($) | $5,356,482,000 | 72 |
| Non-managed Assets ($) | $33,698,453,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,947,000 | 44 |
| 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 | $10,360,000 | 38 |
| Number of Managed Accounts | $4,095,000 | 57 |
| Number of Non-Managed Accounts | $6,265,000 | 24 |
| Total fiduciary and related assets | $36,689,610,000 | 40 |
| Managed Assets ($) | $5,774,099,000 | 66 |
| Non-managed Assets ($) | $30,915,511,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,853,000 | 44 |
| 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 | $10,821,000 | 40 |
| Number of Managed Accounts | $4,114,000 | 59 |
| Number of Non-Managed Accounts | $6,707,000 | 25 |
| Total fiduciary and related assets | $36,582,890,000 | 45 |
| Managed Assets ($) | $5,815,625,000 | 71 |
| Non-managed Assets ($) | $30,767,265,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,155,000 | 49 |
| 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 | $10,844,000 | 41 |
| Number of Managed Accounts | $4,090,000 | 61 |
| Number of Non-Managed Accounts | $6,754,000 | 26 |
| Total fiduciary and related assets | $36,779,770,000 | 43 |
| Managed Assets ($) | $5,556,827,000 | 70 |
| Non-managed Assets ($) | $31,222,943,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,879,000 | 49 |
| 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 | $10,901,000 | 41 |
| Number of Managed Accounts | $4,142,000 | 59 |
| Number of Non-Managed Accounts | $6,759,000 | 25 |
| Total fiduciary and related assets | $36,218,009,000 | 42 |
| Managed Assets ($) | $5,295,678,000 | 68 |
| Non-managed Assets ($) | $30,922,331,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,496,000 | 50 |
| 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 | $10,866,000 | 37 |
| Number of Managed Accounts | $4,197,000 | 53 |
| Number of Non-Managed Accounts | $6,669,000 | 22 |
| Total fiduciary and related assets | $36,683,270,000 | 35 |
| Managed Assets ($) | $5,527,612,000 | 56 |
| Non-managed Assets ($) | $31,155,658,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,213,000 | 40 |
| 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 | $10,593,000 | 38 |
| Number of Managed Accounts | $4,281,000 | 53 |
| Number of Non-Managed Accounts | $6,312,000 | 23 |
| Total fiduciary and related assets | $34,835,122,000 | 36 |
| Managed Assets ($) | $6,276,058,000 | 55 |
| Non-managed Assets ($) | $28,559,064,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,232,000 | 40 |
| 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 | $5,976,000 | 54 |
| Number of Managed Accounts | $163,000 | 501 |
| Number of Non-Managed Accounts | $5,813,000 | 22 |
| Total fiduciary and related assets | $28,071,691,000 | 40 |
| Managed Assets ($) | $798,330,000 | 210 |
| Non-managed Assets ($) | $27,273,361,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $41,140,000 | 61 |
| 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 | $5,589,000 | 55 |
| Number of Managed Accounts | $158,000 | 314 |
| Number of Non-Managed Accounts | $5,431,000 | 22 |
| Total fiduciary and related assets | $21,816,360,000 | 42 |
| Managed Assets ($) | $759,336,000 | 212 |
| Non-managed Assets ($) | $21,057,024,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,497,000 | 63 |
| 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 | $5,357,000 | 54 |
| Number of Managed Accounts | $156,000 | 374 |
| Number of Non-Managed Accounts | $5,201,000 | 23 |
| Total fiduciary and related assets | $21,590,894,000 | 42 |
| Managed Assets ($) | $742,142,000 | 224 |
| Non-managed Assets ($) | $20,848,752,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,489,000 | 63 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,883,000 | 57 |
| Number of Managed Accounts | $150,000 | 317 |
| Number of Non-Managed Accounts | $4,733,000 | 25 |
| Total fiduciary and related assets | $20,510,029,000 | 43 |
| Managed Assets ($) | $718,772,000 | 220 |
| Non-managed Assets ($) | $19,791,257,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,214,000 | 64 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,736,000 | 59 |
| Number of Managed Accounts | $151,000 | 513 |
| Number of Non-Managed Accounts | $4,585,000 | 24 |
| Total fiduciary and related assets | $19,906,635,000 | 44 |
| Managed Assets ($) | $697,489,000 | 226 |
| Non-managed Assets ($) | $19,209,146,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,607,000 | 68 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,431,000 | 65 |
| Number of Managed Accounts | $152,000 | 318 |
| Number of Non-Managed Accounts | $4,279,000 | 26 |
| Total fiduciary and related assets | $19,325,706,000 | 43 |
| Managed Assets ($) | $695,660,000 | 205 |
| Non-managed Assets ($) | $18,630,046,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,646,000 | 70 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,202,000 | 68 |
| Number of Managed Accounts | $153,000 | 373 |
| Number of Non-Managed Accounts | $4,049,000 | 28 |
| Total fiduciary and related assets | $17,346,994,000 | 45 |
| Managed Assets ($) | $683,962,000 | 203 |
| Non-managed Assets ($) | $16,663,032,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,735,000 | 73 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,165,000 | 67 |
| Number of Managed Accounts | $155,000 | 320 |
| Number of Non-Managed Accounts | $4,010,000 | 27 |
| Total fiduciary and related assets | $17,959,121,000 | 43 |
| Managed Assets ($) | $679,118,000 | 193 |
| Non-managed Assets ($) | $17,280,003,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,728,000 | 78 |
| 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 | $3,974,000 | 68 |
| Number of Managed Accounts | $153,000 | 515 |
| Number of Non-Managed Accounts | $3,821,000 | 28 |
| Total fiduciary and related assets | $17,453,511,000 | 45 |
| Managed Assets ($) | $702,257,000 | 207 |
| Non-managed Assets ($) | $16,751,254,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,728,000 | 75 |
| 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 | $3,780,000 | 71 |
| Number of Managed Accounts | $153,000 | 325 |
| Number of Non-Managed Accounts | $3,627,000 | 26 |
| Total fiduciary and related assets | $17,238,972,000 | 47 |
| Managed Assets ($) | $689,967,000 | 201 |
| Non-managed Assets ($) | $16,549,005,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,519,000 | 79 |
| 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 | $3,641,000 | 76 |
| Number of Managed Accounts | $153,000 | 360 |
| Number of Non-Managed Accounts | $3,488,000 | 29 |
| Total fiduciary and related assets | $16,969,480,000 | 46 |
| Managed Assets ($) | $683,509,000 | 200 |
| Non-managed Assets ($) | $16,285,971,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,030,000 | 78 |
| 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 | $3,475,000 | 78 |
| Number of Managed Accounts | $142,000 | 369 |
| Number of Non-Managed Accounts | $3,333,000 | 30 |
| Total fiduciary and related assets | $16,534,692,000 | 46 |
| Managed Assets ($) | $430,823,000 | 257 |
| Non-managed Assets ($) | $16,103,869,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,458,000 | 77 |
| 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 | $3,405,000 | 82 |
| Number of Managed Accounts | $146,000 | 541 |
| Number of Non-Managed Accounts | $3,259,000 | 32 |
| Total fiduciary and related assets | $16,747,248,000 | 44 |
| Managed Assets ($) | $431,109,000 | 251 |
| Non-managed Assets ($) | $16,316,139,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,164,000 | 82 |
| 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 | $3,289,000 | 80 |
| Number of Managed Accounts | $147,000 | 366 |
| Number of Non-Managed Accounts | $3,142,000 | 32 |
| Total fiduciary and related assets | $17,236,172,000 | 45 |
| Managed Assets ($) | $452,999,000 | 252 |
| Non-managed Assets ($) | $16,783,173,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,221,000 | 81 |
| 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 | $3,214,000 | 80 |
| Number of Managed Accounts | $148,000 | 370 |
| Number of Non-Managed Accounts | $3,066,000 | 32 |
| Total fiduciary and related assets | $16,688,478,000 | 45 |
| Managed Assets ($) | $449,793,000 | 252 |
| Non-managed Assets ($) | $16,238,685,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,332,000 | 82 |
| 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 | $3,084,000 | 84 |
| Number of Managed Accounts | $148,000 | 372 |
| Number of Non-Managed Accounts | $2,936,000 | 34 |
| Total fiduciary and related assets | $16,721,461,000 | 46 |
| Managed Assets ($) | $446,593,000 | 249 |
| Non-managed Assets ($) | $16,274,868,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,234,000 | 89 |
| 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 | $3,056,000 | 89 |
| Number of Managed Accounts | $163,000 | 525 |
| Number of Non-Managed Accounts | $2,893,000 | 36 |
| Total fiduciary and related assets | $16,259,533,000 | 48 |
| Managed Assets ($) | $462,769,000 | 247 |
| Non-managed Assets ($) | $15,796,764,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,632,000 | 91 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,955,000 | 86 |
| Number of Managed Accounts | $164,000 | 363 |
| Number of Non-Managed Accounts | $2,791,000 | 35 |
| Total fiduciary and related assets | $15,802,052,000 | 48 |
| Managed Assets ($) | $452,918,000 | 251 |
| Non-managed Assets ($) | $15,349,134,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,299,000 | 92 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,917,000 | 83 |
| Number of Managed Accounts | $177,000 | 360 |
| Number of Non-Managed Accounts | $2,740,000 | 36 |
| Total fiduciary and related assets | $15,225,435,000 | 48 |
| Managed Assets ($) | $469,997,000 | 241 |
| Non-managed Assets ($) | $14,755,438,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,252,000 | 94 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,835,000 | 85 |
| Number of Managed Accounts | $181,000 | 363 |
| Number of Non-Managed Accounts | $2,654,000 | 36 |
| Total fiduciary and related assets | $15,418,430,000 | 45 |
| Managed Assets ($) | $555,840,000 | 220 |
| Non-managed Assets ($) | $14,862,590,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,286,000 | 96 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,789,000 | 87 |
| Number of Managed Accounts | $187,000 | 491 |
| Number of Non-Managed Accounts | $2,602,000 | 39 |
| Total fiduciary and related assets | $13,785,041,000 | 48 |
| Managed Assets ($) | $562,931,000 | 216 |
| Non-managed Assets ($) | $13,222,110,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,973,000 | 90 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,837,000 | 84 |
| Number of Managed Accounts | $206,000 | 358 |
| Number of Non-Managed Accounts | $2,631,000 | 37 |
| Total fiduciary and related assets | $13,105,030,000 | 48 |
| Managed Assets ($) | $540,545,000 | 219 |
| Non-managed Assets ($) | $12,564,485,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,196,000 | 92 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,772,000 | 85 |
| Number of Managed Accounts | $226,000 | 351 |
| Number of Non-Managed Accounts | $2,546,000 | 38 |
| Total fiduciary and related assets | $12,249,207,000 | 50 |
| Managed Assets ($) | $580,670,000 | 211 |
| Non-managed Assets ($) | $11,668,537,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,884,000 | 90 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,689,000 | 91 |
| Number of Managed Accounts | $226,000 | 353 |
| Number of Non-Managed Accounts | $2,463,000 | 38 |
| Total fiduciary and related assets | $11,971,688,000 | 51 |
| Managed Assets ($) | $574,032,000 | 211 |
| Non-managed Assets ($) | $11,397,656,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,007,000 | 96 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,752,000 | 87 |
| Number of Managed Accounts | $238,000 | 434 |
| Number of Non-Managed Accounts | $2,514,000 | 40 |
| Total fiduciary and related assets | $12,082,653,000 | 49 |
| Managed Assets ($) | $592,138,000 | 202 |
| Non-managed Assets ($) | $11,490,515,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,905,000 | 98 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,692,000 | 88 |
| Number of Managed Accounts | $233,000 | 348 |
| Number of Non-Managed Accounts | $2,459,000 | 39 |
| Total fiduciary and related assets | $8,241,860,000 | 57 |
| Managed Assets ($) | $564,683,000 | 201 |
| Non-managed Assets ($) | $7,677,177,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,501,000 | 101 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,647,000 | 92 |
| Number of Managed Accounts | $231,000 | 351 |
| Number of Non-Managed Accounts | $2,416,000 | 39 |
| Total fiduciary and related assets | $8,333,738,000 | 59 |
| Managed Assets ($) | $544,265,000 | 222 |
| Non-managed Assets ($) | $7,789,473,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,668,000 | 99 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,533,000 | 95 |
| Number of Managed Accounts | $209,000 | 357 |
| Number of Non-Managed Accounts | $2,324,000 | 41 |
| Total fiduciary and related assets | $8,206,746,000 | 61 |
| Managed Assets ($) | $505,768,000 | 230 |
| Non-managed Assets ($) | $7,700,978,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,581,000 | 104 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,401,000 | 102 |
| Number of Managed Accounts | $216,000 | 468 |
| Number of Non-Managed Accounts | $2,185,000 | 45 |
| Total fiduciary and related assets | $8,237,434,000 | 61 |
| Managed Assets ($) | $526,314,000 | 227 |
| Non-managed Assets ($) | $7,711,120,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,553,000 | 110 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,403,000 | 97 |
| Number of Managed Accounts | $217,000 | 356 |
| Number of Non-Managed Accounts | $2,186,000 | 43 |
| Total fiduciary and related assets | $7,394,133,000 | 62 |
| Managed Assets ($) | $520,330,000 | 225 |
| Non-managed Assets ($) | $6,873,803,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,874,000 | 109 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,376,000 | 99 |
| Number of Managed Accounts | $217,000 | 355 |
| Number of Non-Managed Accounts | $2,159,000 | 42 |
| Total fiduciary and related assets | $8,693,276,000 | 58 |
| Managed Assets ($) | $514,634,000 | 225 |
| Non-managed Assets ($) | $8,178,642,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,751,000 | 110 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,425,000 | 96 |
| Number of Managed Accounts | $219,000 | 358 |
| Number of Non-Managed Accounts | $2,206,000 | 44 |
| Total fiduciary and related assets | $7,661,565,000 | 60 |
| Managed Assets ($) | $491,961,000 | 227 |
| Non-managed Assets ($) | $7,169,604,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,660,000 | 119 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,406,000 | 100 |
| Number of Managed Accounts | $234,000 | 438 |
| Number of Non-Managed Accounts | $2,172,000 | 48 |
| Total fiduciary and related assets | $8,158,007,000 | 58 |
| Managed Assets ($) | $497,422,000 | 220 |
| Non-managed Assets ($) | $7,660,585,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,226,000 | 118 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,772,000 | 90 |
| Number of Managed Accounts | $235,000 | 335 |
| Number of Non-Managed Accounts | $2,537,000 | 42 |
| Total fiduciary and related assets | $7,362,110,000 | 59 |
| Managed Assets ($) | $480,490,000 | 219 |
| Non-managed Assets ($) | $6,881,620,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,562,000 | 116 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,673,000 | 90 |
| Number of Managed Accounts | $242,000 | 334 |
| Number of Non-Managed Accounts | $2,431,000 | 46 |
| Total fiduciary and related assets | $5,835,373,000 | 65 |
| Managed Assets ($) | $489,436,000 | 206 |
| Non-managed Assets ($) | $5,345,937,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,039,000 | 118 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,643,000 | 90 |
| Number of Managed Accounts | $244,000 | 335 |
| Number of Non-Managed Accounts | $2,399,000 | 45 |
| Total fiduciary and related assets | $15,779,588,000 | 41 |
| Managed Assets ($) | $503,864,000 | 201 |
| Non-managed Assets ($) | $15,275,724,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,381,000 | 122 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,603,000 | 91 |
| Number of Managed Accounts | $248,000 | 426 |
| Number of Non-Managed Accounts | $2,355,000 | 47 |
| Total fiduciary and related assets | $15,824,543,000 | 40 |
| Managed Assets ($) | $466,552,000 | 209 |
| Non-managed Assets ($) | $15,357,991,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,981,000 | 128 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,368,000 | 94 |
| Number of Managed Accounts | $250,000 | 325 |
| Number of Non-Managed Accounts | $2,118,000 | 45 |
| Total fiduciary and related assets | $14,564,262,000 | 40 |
| Managed Assets ($) | $454,359,000 | 213 |
| Non-managed Assets ($) | $14,109,903,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,794,000 | 131 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,322,000 | 92 |
| Number of Managed Accounts | $244,000 | 322 |
| Number of Non-Managed Accounts | $2,078,000 | 47 |
| Total fiduciary and related assets | $12,254,304,000 | 46 |
| Managed Assets ($) | $440,853,000 | 208 |
| Non-managed Assets ($) | $11,813,451,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,889,000 | 132 |
| 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 | $1,973,000 | 107 |
| Number of Managed Accounts | $245,000 | 318 |
| Number of Non-Managed Accounts | $1,728,000 | 52 |
| Total fiduciary and related assets | $10,954,407,000 | 50 |
| Managed Assets ($) | $448,254,000 | 211 |
| Non-managed Assets ($) | $10,506,153,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,801,000 | 133 |
| 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 | $1,788,000 | 125 |
| Number of Managed Accounts | $250,000 | 422 |
| Number of Non-Managed Accounts | $1,538,000 | 55 |
| Total fiduciary and related assets | $10,624,065,000 | 47 |
| Managed Assets ($) | $440,161,000 | 210 |
| Non-managed Assets ($) | $10,183,904,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,799,000 | 119 |
| Number of Managed Accounts | $253,000 | 317 |
| Number of Non-Managed Accounts | $1,546,000 | 52 |
| Total fiduciary and related assets | $8,346,384,000 | 56 |
| Managed Assets ($) | $422,221,000 | 203 |
| Non-managed Assets ($) | $7,924,163,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,835,000 | 118 |
| Number of Managed Accounts | $261,000 | 318 |
| Number of Non-Managed Accounts | $1,574,000 | 53 |
| Total fiduciary and related assets | $8,419,001,000 | 60 |
| Managed Assets ($) | $466,715,000 | 189 |
| Non-managed Assets ($) | $7,952,286,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,877,000 | 110 |
| Number of Managed Accounts | $291,000 | 316 |
| Number of Non-Managed Accounts | $1,586,000 | 55 |
| Total fiduciary and related assets | $6,867,484,000 | 62 |
| Managed Assets ($) | $461,764,000 | 191 |
| Non-managed Assets ($) | $6,405,720,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,870,000 | 113 |
| Number of Managed Accounts | $304,000 | 394 |
| Number of Non-Managed Accounts | $1,566,000 | 58 |
| Total fiduciary and related assets | $6,673,380,000 | 63 |
| Managed Assets ($) | $443,530,000 | 193 |
| Non-managed Assets ($) | $6,229,850,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $58,000 | 388 |
| Number of Managed Accounts | $50,000 | 365 |
| Number of Non-Managed Accounts | $8,000 | 361 |
| Total fiduciary and related assets | $91,323,000 | 371 |
| Managed Assets ($) | $31,581,000 | 359 |
| Non-managed Assets ($) | $59,742,000 | 248 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $51,000 | 389 |
| Number of Managed Accounts | $47,000 | 363 |
| Number of Non-Managed Accounts | $4,000 | 380 |
| Total fiduciary and related assets | $42,319,000 | 382 |
| Managed Assets ($) | $38,787,000 | 356 |
| Non-managed Assets ($) | $3,532,000 | 366 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $53,000 | 397 |
| Number of Managed Accounts | $49,000 | 370 |
| Number of Non-Managed Accounts | $4,000 | 383 |
| Total fiduciary and related assets | $48,646,000 | 390 |
| Managed Assets ($) | $44,683,000 | 357 |
| Non-managed Assets ($) | $3,963,000 | 369 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $35,000 | 1,118 |
| Number of Managed Accounts | $34,000 | 948 |
| Number of Non-Managed Accounts | $1,000 | 1,178 |
| Total fiduciary and related assets | $41,459,000 | 788 |
| Managed Assets ($) | $41,052,000 | 684 |
| Non-managed Assets ($) | $407,000 | 1,078 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $48,000 | 389 |
| Number of Managed Accounts | $47,000 | 360 |
| Number of Non-Managed Accounts | $1,000 | 383 |
| Total fiduciary and related assets | $43,685,000 | 380 |
| Managed Assets ($) | $43,293,000 | 351 |
| Non-managed Assets ($) | $392,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,000 | 398 |
| Number of Managed Accounts | $44,000 | 368 |
| Number of Non-Managed Accounts | $1,000 | 388 |
| Total fiduciary and related assets | $42,829,000 | 387 |
| Managed Assets ($) | $42,579,000 | 357 |
| Non-managed Assets ($) | $250,000 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $45,000 | 398 |
| Number of Managed Accounts | $45,000 | 369 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $40,612,000 | 388 |
| Managed Assets ($) | $40,612,000 | 356 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $43,000 | 1,093 |
| Number of Managed Accounts | $43,000 | 927 |
| Number of Non-Managed Accounts | $0 | 1,251 |
| Total fiduciary and related assets | $41,464,000 | 783 |
| Managed Assets ($) | $41,464,000 | 682 |
| Non-managed Assets ($) | $0 | 1,241 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $105,000 | 406 |
| Number of Managed Accounts | $105,000 | 379 |
| Number of Non-Managed Accounts | $0 | 421 |
| Total fiduciary and related assets | $18,738,000 | 427 |
| Managed Assets ($) | $18,738,000 | 399 |
| Non-managed Assets ($) | $0 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $111,000 | 410 |
| Number of Managed Accounts | $111,000 | 379 |
| Number of Non-Managed Accounts | $0 | 427 |
| Total fiduciary and related assets | $17,932,000 | 435 |
| Managed Assets ($) | $17,932,000 | 407 |
| Non-managed Assets ($) | $0 | 426 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $81,000 | 418 |
| Number of Managed Accounts | $81,000 | 392 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $26,428,000 | 437 |
| Managed Assets ($) | $26,428,000 | 405 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $80,000 | 948 |
| Number of Managed Accounts | $78,000 | 790 |
| Number of Non-Managed Accounts | $2,000 | 1,144 |
| Total fiduciary and related assets | $25,707,000 | 936 |
| Managed Assets ($) | $25,661,000 | 844 |
| Non-managed Assets ($) | $46,000 | 1,254 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $78,000 | 401 |
| Number of Managed Accounts | $78,000 | 375 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $33,902,000 | 414 |
| Managed Assets ($) | $33,902,000 | 387 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $58,000 | 417 |
| Number of Managed Accounts | $58,000 | 387 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $29,514,000 | 424 |
| Managed Assets ($) | $29,514,000 | 393 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $42,000 | 426 |
| Number of Managed Accounts | $42,000 | 396 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $10,732,000 | 437 |
| Managed Assets ($) | $10,732,000 | 409 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 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 | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,699 |
| Fiduciary power exercised | $0 | 2,027 |
| Fiduciary or related activity | $0 | 1,927 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $0 | 1,465 |
| Total fiduciary and related assets | $0 | 1,916 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $0 | 1,452 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |