Home > Cadence Bank > Fiduciary and Related Services
Cadence 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 | $6,287,000 | 57 |
| Number of Managed Accounts | $5,229,000 | 47 |
| Number of Non-Managed Accounts | $1,058,000 | 66 |
| Total fiduciary and related assets | $10,674,465,000 | 71 |
| Managed Assets ($) | $5,809,127,000 | 69 |
| Non-managed Assets ($) | $4,865,338,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,063,000 | 72 |
| 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 | $6,363,000 | 59 |
| Number of Managed Accounts | $5,291,000 | 49 |
| Number of Non-Managed Accounts | $1,072,000 | 62 |
| Total fiduciary and related assets | $10,226,459,000 | 74 |
| Managed Assets ($) | $5,615,428,000 | 70 |
| Non-managed Assets ($) | $4,611,031,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,883,000 | 74 |
| 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 | $6,436,000 | 56 |
| Number of Managed Accounts | $5,278,000 | 48 |
| Number of Non-Managed Accounts | $1,158,000 | 58 |
| Total fiduciary and related assets | $10,463,854,000 | 70 |
| Managed Assets ($) | $5,667,100,000 | 67 |
| Non-managed Assets ($) | $4,796,754,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,479,000 | 70 |
| 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 | $6,414,000 | 57 |
| Number of Managed Accounts | $5,248,000 | 49 |
| Number of Non-Managed Accounts | $1,166,000 | 60 |
| Total fiduciary and related assets | $10,230,019,000 | 78 |
| Managed Assets ($) | $5,470,853,000 | 73 |
| Non-managed Assets ($) | $4,759,166,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,485,000 | 75 |
| 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 | $6,343,000 | 60 |
| Number of Managed Accounts | $5,219,000 | 49 |
| Number of Non-Managed Accounts | $1,124,000 | 62 |
| Total fiduciary and related assets | $9,847,212,000 | 79 |
| Managed Assets ($) | $5,399,260,000 | 74 |
| Non-managed Assets ($) | $4,447,952,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,314,000 | 80 |
| 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 | $6,213,000 | 60 |
| Number of Managed Accounts | $5,186,000 | 50 |
| Number of Non-Managed Accounts | $1,027,000 | 61 |
| Total fiduciary and related assets | $9,701,347,000 | 79 |
| Managed Assets ($) | $5,232,453,000 | 71 |
| Non-managed Assets ($) | $4,468,894,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,201,000 | 81 |
| 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 | $6,201,000 | 52 |
| Number of Managed Accounts | $5,168,000 | 46 |
| Number of Non-Managed Accounts | $1,033,000 | 52 |
| Total fiduciary and related assets | $9,861,996,000 | 63 |
| Managed Assets ($) | $5,179,820,000 | 57 |
| Non-managed Assets ($) | $4,682,176,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,189,000 | 65 |
| 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 | $6,236,000 | 52 |
| Number of Managed Accounts | $5,186,000 | 47 |
| Number of Non-Managed Accounts | $1,050,000 | 52 |
| Total fiduciary and related assets | $10,669,052,000 | 63 |
| Managed Assets ($) | $5,563,451,000 | 60 |
| Non-managed Assets ($) | $5,105,601,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,060,000 | 63 |
| 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 | $6,274,000 | 49 |
| Number of Managed Accounts | $5,167,000 | 46 |
| Number of Non-Managed Accounts | $1,107,000 | 53 |
| Total fiduciary and related assets | $11,088,559,000 | 61 |
| Managed Assets ($) | $5,678,278,000 | 58 |
| Non-managed Assets ($) | $5,410,281,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,189,000 | 94 |
| 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 | $3,702,000 | 75 |
| Number of Managed Accounts | $2,835,000 | 75 |
| Number of Non-Managed Accounts | $867,000 | 57 |
| Total fiduciary and related assets | $8,024,439,000 | 69 |
| Managed Assets ($) | $2,980,218,000 | 93 |
| Non-managed Assets ($) | $5,044,221,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,298,000 | 104 |
| 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 | $3,736,000 | 76 |
| Number of Managed Accounts | $2,849,000 | 75 |
| Number of Non-Managed Accounts | $887,000 | 57 |
| Total fiduciary and related assets | $7,827,264,000 | 69 |
| Managed Assets ($) | $2,970,554,000 | 95 |
| Non-managed Assets ($) | $4,856,710,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,563,000 | 104 |
| 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 | $3,757,000 | 74 |
| Number of Managed Accounts | $2,841,000 | 73 |
| Number of Non-Managed Accounts | $916,000 | 59 |
| Total fiduciary and related assets | $7,593,533,000 | 68 |
| Managed Assets ($) | $2,824,769,000 | 95 |
| Non-managed Assets ($) | $4,768,764,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,128,000 | 96 |
| 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 | $3,724,000 | 76 |
| Number of Managed Accounts | $2,794,000 | 77 |
| Number of Non-Managed Accounts | $930,000 | 62 |
| Total fiduciary and related assets | $7,503,462,000 | 69 |
| Managed Assets ($) | $2,736,328,000 | 97 |
| Non-managed Assets ($) | $4,767,134,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,025,000 | 108 |
| 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 | $3,711,000 | 74 |
| Number of Managed Accounts | $2,770,000 | 77 |
| Number of Non-Managed Accounts | $941,000 | 58 |
| Total fiduciary and related assets | $6,917,775,000 | 69 |
| Managed Assets ($) | $2,478,369,000 | 98 |
| Non-managed Assets ($) | $4,439,406,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,979,000 | 106 |
| 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 | $3,705,000 | 73 |
| Number of Managed Accounts | $2,748,000 | 77 |
| Number of Non-Managed Accounts | $957,000 | 59 |
| Total fiduciary and related assets | $6,701,699,000 | 69 |
| Managed Assets ($) | $2,411,961,000 | 99 |
| Non-managed Assets ($) | $4,289,738,000 | 50 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,078,000 | 107 |
| 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 | $3,741,000 | 71 |
| Number of Managed Accounts | $2,729,000 | 78 |
| Number of Non-Managed Accounts | $1,012,000 | 57 |
| Total fiduciary and related assets | $6,039,578,000 | 70 |
| Managed Assets ($) | $2,220,586,000 | 98 |
| Non-managed Assets ($) | $3,818,992,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,012,000 | 110 |
| 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 | $3,748,000 | 71 |
| Number of Managed Accounts | $2,698,000 | 81 |
| Number of Non-Managed Accounts | $1,050,000 | 61 |
| Total fiduciary and related assets | $6,777,806,000 | 69 |
| Managed Assets ($) | $2,568,903,000 | 97 |
| Non-managed Assets ($) | $4,208,903,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,042,000 | 106 |
| 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 | $3,708,000 | 73 |
| Number of Managed Accounts | $2,692,000 | 79 |
| Number of Non-Managed Accounts | $1,016,000 | 62 |
| Total fiduciary and related assets | $5,890,984,000 | 73 |
| Managed Assets ($) | $2,448,791,000 | 98 |
| Non-managed Assets ($) | $3,442,193,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,088,000 | 107 |
| 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 | $3,710,000 | 73 |
| Number of Managed Accounts | $2,580,000 | 82 |
| Number of Non-Managed Accounts | $1,130,000 | 58 |
| Total fiduciary and related assets | $5,727,809,000 | 73 |
| Managed Assets ($) | $2,416,727,000 | 97 |
| Non-managed Assets ($) | $3,311,082,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,602,000 | 112 |
| 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 | $3,711,000 | 74 |
| Number of Managed Accounts | $2,335,000 | 90 |
| Number of Non-Managed Accounts | $1,376,000 | 50 |
| Total fiduciary and related assets | $5,687,025,000 | 72 |
| Managed Assets ($) | $2,343,335,000 | 98 |
| Non-managed Assets ($) | $3,343,690,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,788,000 | 112 |
| 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 | $3,722,000 | 74 |
| Number of Managed Accounts | $2,281,000 | 91 |
| Number of Non-Managed Accounts | $1,441,000 | 52 |
| Total fiduciary and related assets | $5,229,608,000 | 75 |
| Managed Assets ($) | $2,141,677,000 | 96 |
| Non-managed Assets ($) | $3,087,931,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,121,000 | 110 |
| 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 | $3,695,000 | 73 |
| Number of Managed Accounts | $2,227,000 | 91 |
| Number of Non-Managed Accounts | $1,468,000 | 48 |
| Total fiduciary and related assets | $5,793,852,000 | 72 |
| Managed Assets ($) | $2,370,776,000 | 94 |
| Non-managed Assets ($) | $3,423,076,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,440,000 | 109 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,467,000 | 64 |
| Number of Managed Accounts | $2,180,000 | 90 |
| Number of Non-Managed Accounts | $2,287,000 | 38 |
| Total fiduciary and related assets | $5,526,384,000 | 73 |
| Managed Assets ($) | $2,321,674,000 | 94 |
| Non-managed Assets ($) | $3,204,710,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,697,000 | 106 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,517,000 | 65 |
| Number of Managed Accounts | $2,176,000 | 91 |
| Number of Non-Managed Accounts | $2,341,000 | 39 |
| Total fiduciary and related assets | $5,444,640,000 | 74 |
| Managed Assets ($) | $2,254,259,000 | 97 |
| Non-managed Assets ($) | $3,190,381,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,848,000 | 109 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,549,000 | 68 |
| Number of Managed Accounts | $2,194,000 | 91 |
| Number of Non-Managed Accounts | $2,355,000 | 41 |
| Total fiduciary and related assets | $5,467,205,000 | 75 |
| Managed Assets ($) | $2,301,043,000 | 93 |
| Non-managed Assets ($) | $3,166,162,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,270,000 | 100 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,455,000 | 66 |
| Number of Managed Accounts | $2,216,000 | 92 |
| Number of Non-Managed Accounts | $2,239,000 | 39 |
| Total fiduciary and related assets | $5,234,763,000 | 76 |
| Managed Assets ($) | $2,212,514,000 | 95 |
| Non-managed Assets ($) | $3,022,249,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,285,000 | 100 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,379,000 | 65 |
| Number of Managed Accounts | $2,197,000 | 89 |
| Number of Non-Managed Accounts | $2,182,000 | 41 |
| Total fiduciary and related assets | $5,080,202,000 | 74 |
| Managed Assets ($) | $2,157,379,000 | 95 |
| Non-managed Assets ($) | $2,922,823,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,055,000 | 101 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,490,000 | 64 |
| Number of Managed Accounts | $2,237,000 | 86 |
| Number of Non-Managed Accounts | $2,253,000 | 42 |
| Total fiduciary and related assets | $5,413,143,000 | 73 |
| Managed Assets ($) | $2,126,455,000 | 93 |
| Non-managed Assets ($) | $3,286,688,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,956,000 | 101 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,476,000 | 66 |
| Number of Managed Accounts | $2,236,000 | 84 |
| Number of Non-Managed Accounts | $2,240,000 | 44 |
| Total fiduciary and related assets | $5,252,627,000 | 74 |
| Managed Assets ($) | $2,089,875,000 | 91 |
| Non-managed Assets ($) | $3,162,752,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,917,000 | 99 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,481,000 | 64 |
| Number of Managed Accounts | $2,248,000 | 80 |
| Number of Non-Managed Accounts | $2,233,000 | 42 |
| Total fiduciary and related assets | $5,109,117,000 | 72 |
| Managed Assets ($) | $2,053,922,000 | 91 |
| Non-managed Assets ($) | $3,055,195,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,662,000 | 99 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,510,000 | 65 |
| Number of Managed Accounts | $2,276,000 | 81 |
| Number of Non-Managed Accounts | $2,234,000 | 42 |
| Total fiduciary and related assets | $5,097,666,000 | 74 |
| Managed Assets ($) | $2,010,821,000 | 92 |
| Non-managed Assets ($) | $3,086,845,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,654,000 | 99 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,517,000 | 65 |
| Number of Managed Accounts | $2,273,000 | 82 |
| Number of Non-Managed Accounts | $2,244,000 | 42 |
| Total fiduciary and related assets | $4,933,166,000 | 75 |
| Managed Assets ($) | $1,969,969,000 | 93 |
| Non-managed Assets ($) | $2,963,197,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,804,000 | 101 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,521,000 | 64 |
| Number of Managed Accounts | $2,275,000 | 78 |
| Number of Non-Managed Accounts | $2,246,000 | 43 |
| Total fiduciary and related assets | $4,580,429,000 | 75 |
| Managed Assets ($) | $1,958,593,000 | 92 |
| Non-managed Assets ($) | $2,621,836,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,185,000 | 96 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,604,000 | 57 |
| Number of Managed Accounts | $2,344,000 | 76 |
| Number of Non-Managed Accounts | $2,260,000 | 41 |
| Total fiduciary and related assets | $4,464,029,000 | 75 |
| Managed Assets ($) | $1,914,178,000 | 89 |
| Non-managed Assets ($) | $2,549,851,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,340,000 | 92 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,565,000 | 58 |
| Number of Managed Accounts | $2,312,000 | 77 |
| Number of Non-Managed Accounts | $2,253,000 | 41 |
| Total fiduciary and related assets | $4,695,417,000 | 76 |
| Managed Assets ($) | $2,157,794,000 | 86 |
| Non-managed Assets ($) | $2,537,623,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,308,000 | 94 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,613,000 | 59 |
| Number of Managed Accounts | $2,297,000 | 79 |
| Number of Non-Managed Accounts | $2,316,000 | 42 |
| Total fiduciary and related assets | $4,733,864,000 | 75 |
| Managed Assets ($) | $2,222,978,000 | 84 |
| Non-managed Assets ($) | $2,510,886,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,397,000 | 91 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,666,000 | 59 |
| Number of Managed Accounts | $2,320,000 | 77 |
| Number of Non-Managed Accounts | $2,346,000 | 42 |
| Total fiduciary and related assets | $4,668,273,000 | 75 |
| Managed Assets ($) | $2,205,985,000 | 84 |
| Non-managed Assets ($) | $2,462,288,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,968,000 | 92 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,659,000 | 56 |
| Number of Managed Accounts | $2,300,000 | 76 |
| Number of Non-Managed Accounts | $2,359,000 | 40 |
| Total fiduciary and related assets | $4,636,591,000 | 74 |
| Managed Assets ($) | $2,187,098,000 | 85 |
| Non-managed Assets ($) | $2,449,493,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,813,000 | 91 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,623,000 | 54 |
| Number of Managed Accounts | $2,292,000 | 75 |
| Number of Non-Managed Accounts | $2,331,000 | 39 |
| Total fiduciary and related assets | $4,553,954,000 | 73 |
| Managed Assets ($) | $2,233,498,000 | 84 |
| Non-managed Assets ($) | $2,320,456,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,908,000 | 91 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,817,000 | 55 |
| Number of Managed Accounts | $2,327,000 | 77 |
| Number of Non-Managed Accounts | $2,490,000 | 41 |
| Total fiduciary and related assets | $4,398,280,000 | 75 |
| Managed Assets ($) | $2,176,203,000 | 84 |
| Non-managed Assets ($) | $2,222,077,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,919,000 | 93 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,802,000 | 55 |
| Number of Managed Accounts | $2,274,000 | 78 |
| Number of Non-Managed Accounts | $2,528,000 | 42 |
| Total fiduciary and related assets | $4,361,415,000 | 76 |
| Managed Assets ($) | $2,130,886,000 | 86 |
| Non-managed Assets ($) | $2,230,529,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,787,000 | 92 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,772,000 | 55 |
| Number of Managed Accounts | $2,260,000 | 80 |
| Number of Non-Managed Accounts | $2,512,000 | 44 |
| Total fiduciary and related assets | $4,330,329,000 | 76 |
| Managed Assets ($) | $2,074,787,000 | 83 |
| Non-managed Assets ($) | $2,255,542,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,734,000 | 93 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,791,000 | 54 |
| Number of Managed Accounts | $2,276,000 | 78 |
| Number of Non-Managed Accounts | $2,515,000 | 44 |
| Total fiduciary and related assets | $4,223,068,000 | 76 |
| Managed Assets ($) | $2,133,240,000 | 81 |
| Non-managed Assets ($) | $2,089,828,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,057,000 | 96 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,748,000 | 53 |
| Number of Managed Accounts | $2,256,000 | 77 |
| Number of Non-Managed Accounts | $2,492,000 | 44 |
| Total fiduciary and related assets | $4,305,382,000 | 73 |
| Managed Assets ($) | $2,215,034,000 | 79 |
| Non-managed Assets ($) | $2,090,348,000 | 67 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,534,000 | 94 |
| 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 | $4,727,000 | 55 |
| Number of Managed Accounts | $2,211,000 | 75 |
| Number of Non-Managed Accounts | $2,516,000 | 46 |
| Total fiduciary and related assets | $4,232,424,000 | 71 |
| Managed Assets ($) | $2,115,253,000 | 80 |
| Non-managed Assets ($) | $2,117,171,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,131,000 | 95 |
| 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 | $4,710,000 | 53 |
| Number of Managed Accounts | $2,191,000 | 76 |
| Number of Non-Managed Accounts | $2,519,000 | 40 |
| Total fiduciary and related assets | $4,211,025,000 | 70 |
| Managed Assets ($) | $2,062,634,000 | 80 |
| Non-managed Assets ($) | $2,148,391,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,416,000 | 96 |
| 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 | $4,758,000 | 54 |
| Number of Managed Accounts | $2,191,000 | 73 |
| Number of Non-Managed Accounts | $2,567,000 | 40 |
| Total fiduciary and related assets | $4,221,783,000 | 71 |
| Managed Assets ($) | $2,133,560,000 | 77 |
| Non-managed Assets ($) | $2,088,223,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,002,000 | 97 |
| 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 | $4,701,000 | 56 |
| Number of Managed Accounts | $2,184,000 | 73 |
| Number of Non-Managed Accounts | $2,517,000 | 42 |
| Total fiduciary and related assets | $4,169,443,000 | 71 |
| Managed Assets ($) | $2,200,957,000 | 74 |
| Non-managed Assets ($) | $1,968,486,000 | 60 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,831,000 | 98 |
| 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 | $4,797,000 | 55 |
| Number of Managed Accounts | $2,204,000 | 73 |
| Number of Non-Managed Accounts | $2,593,000 | 42 |
| Total fiduciary and related assets | $3,867,063,000 | 71 |
| Managed Assets ($) | $2,109,948,000 | 74 |
| Non-managed Assets ($) | $1,757,115,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,031,000 | 76 |
| 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 | $4,833,000 | 57 |
| Number of Managed Accounts | $2,211,000 | 75 |
| Number of Non-Managed Accounts | $2,622,000 | 40 |
| Total fiduciary and related assets | $3,753,790,000 | 73 |
| Managed Assets ($) | $1,997,801,000 | 78 |
| Non-managed Assets ($) | $1,755,989,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,245,000 | 79 |
| 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 | $4,818,000 | 58 |
| Number of Managed Accounts | $2,189,000 | 78 |
| Number of Non-Managed Accounts | $2,629,000 | 41 |
| Total fiduciary and related assets | $4,105,898,000 | 74 |
| Managed Assets ($) | $2,191,625,000 | 79 |
| Non-managed Assets ($) | $1,914,273,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,934,000 | 78 |
| 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 | $4,831,000 | 58 |
| Number of Managed Accounts | $2,236,000 | 74 |
| Number of Non-Managed Accounts | $2,595,000 | 45 |
| Total fiduciary and related assets | $4,169,337,000 | 73 |
| Managed Assets ($) | $2,218,110,000 | 76 |
| Non-managed Assets ($) | $1,951,227,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,625,000 | 74 |
| 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 | $4,797,000 | 59 |
| Number of Managed Accounts | $2,249,000 | 73 |
| Number of Non-Managed Accounts | $2,548,000 | 47 |
| Total fiduciary and related assets | $4,008,664,000 | 75 |
| Managed Assets ($) | $2,101,015,000 | 78 |
| Non-managed Assets ($) | $1,907,649,000 | 61 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,853,000 | 80 |
| 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 | $4,936,000 | 56 |
| Number of Managed Accounts | $2,281,000 | 70 |
| Number of Non-Managed Accounts | $2,655,000 | 43 |
| Total fiduciary and related assets | $3,784,320,000 | 75 |
| Managed Assets ($) | $1,953,496,000 | 78 |
| Non-managed Assets ($) | $1,830,824,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,370,000 | 81 |
| 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 | $4,942,000 | 55 |
| Number of Managed Accounts | $2,269,000 | 70 |
| Number of Non-Managed Accounts | $2,673,000 | 44 |
| Total fiduciary and related assets | $3,659,024,000 | 75 |
| Managed Assets ($) | $1,803,588,000 | 81 |
| Non-managed Assets ($) | $1,855,436,000 | 63 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,152,000 | 82 |
| 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 | $4,868,000 | 55 |
| Number of Managed Accounts | $2,235,000 | 69 |
| Number of Non-Managed Accounts | $2,633,000 | 44 |
| Total fiduciary and related assets | $3,812,476,000 | 74 |
| Managed Assets ($) | $1,889,520,000 | 79 |
| Non-managed Assets ($) | $1,922,956,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,030,000 | 83 |
| 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 | $4,229,000 | 73 |
| Number of Managed Accounts | $2,093,000 | 78 |
| Number of Non-Managed Accounts | $2,136,000 | 50 |
| Total fiduciary and related assets | $3,644,250,000 | 77 |
| Managed Assets ($) | $1,804,826,000 | 84 |
| Non-managed Assets ($) | $1,839,424,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,306,000 | 87 |
| 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 | $4,260,000 | 71 |
| Number of Managed Accounts | $2,661,000 | 64 |
| Number of Non-Managed Accounts | $1,599,000 | 55 |
| Total fiduciary and related assets | $3,583,076,000 | 78 |
| Managed Assets ($) | $2,252,191,000 | 69 |
| Non-managed Assets ($) | $1,330,885,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,849,000 | 89 |
| 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 | $4,190,000 | 73 |
| Number of Managed Accounts | $2,592,000 | 69 |
| Number of Non-Managed Accounts | $1,598,000 | 54 |
| Total fiduciary and related assets | $3,403,173,000 | 79 |
| Managed Assets ($) | $2,082,415,000 | 70 |
| Non-managed Assets ($) | $1,320,758,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,004,000 | 93 |
| 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 | $3,920,000 | 72 |
| Number of Managed Accounts | $2,301,000 | 74 |
| Number of Non-Managed Accounts | $1,619,000 | 52 |
| Total fiduciary and related assets | $3,144,420,000 | 81 |
| Managed Assets ($) | $1,893,409,000 | 74 |
| Non-managed Assets ($) | $1,251,011,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,569,000 | 90 |
| 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 | $3,852,000 | 81 |
| Number of Managed Accounts | $2,307,000 | 76 |
| Number of Non-Managed Accounts | $1,545,000 | 63 |
| Total fiduciary and related assets | $3,184,895,000 | 84 |
| Managed Assets ($) | $1,905,115,000 | 79 |
| Non-managed Assets ($) | $1,279,780,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,793,000 | 95 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,809,000 | 77 |
| Number of Managed Accounts | $2,276,000 | 77 |
| Number of Non-Managed Accounts | $1,533,000 | 58 |
| Total fiduciary and related assets | $3,471,496,000 | 84 |
| Managed Assets ($) | $2,082,339,000 | 79 |
| Non-managed Assets ($) | $1,389,157,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,086,000 | 98 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,756,000 | 80 |
| Number of Managed Accounts | $2,253,000 | 79 |
| Number of Non-Managed Accounts | $1,503,000 | 60 |
| Total fiduciary and related assets | $3,664,406,000 | 88 |
| Managed Assets ($) | $2,361,449,000 | 78 |
| Non-managed Assets ($) | $1,302,957,000 | 86 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,216,000 | 103 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,774,000 | 79 |
| Number of Managed Accounts | $2,254,000 | 79 |
| Number of Non-Managed Accounts | $1,520,000 | 59 |
| Total fiduciary and related assets | $3,555,100,000 | 92 |
| Managed Assets ($) | $2,253,355,000 | 81 |
| Non-managed Assets ($) | $1,301,745,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,600,000 | 102 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,726,000 | 81 |
| Number of Managed Accounts | $2,236,000 | 78 |
| Number of Non-Managed Accounts | $1,490,000 | 65 |
| Total fiduciary and related assets | $3,620,288,000 | 89 |
| Managed Assets ($) | $2,284,427,000 | 81 |
| Non-managed Assets ($) | $1,335,861,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,543,000 | 95 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,776,000 | 74 |
| Number of Managed Accounts | $2,213,000 | 73 |
| Number of Non-Managed Accounts | $1,563,000 | 57 |
| Total fiduciary and related assets | $3,597,634,000 | 90 |
| Managed Assets ($) | $2,234,936,000 | 80 |
| Non-managed Assets ($) | $1,362,698,000 | 87 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,177,000 | 96 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,793,000 | 74 |
| Number of Managed Accounts | $2,197,000 | 75 |
| Number of Non-Managed Accounts | $1,596,000 | 54 |
| Total fiduciary and related assets | $3,540,810,000 | 93 |
| Managed Assets ($) | $2,170,893,000 | 81 |
| Non-managed Assets ($) | $1,369,917,000 | 93 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,318,000 | 100 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,756,000 | 72 |
| Number of Managed Accounts | $2,182,000 | 74 |
| Number of Non-Managed Accounts | $1,574,000 | 54 |
| Total fiduciary and related assets | $3,392,670,000 | 91 |
| Managed Assets ($) | $2,042,016,000 | 82 |
| Non-managed Assets ($) | $1,350,654,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,542,000 | 101 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,780,000 | 76 |
| Number of Managed Accounts | $2,190,000 | 73 |
| Number of Non-Managed Accounts | $1,590,000 | 60 |
| Total fiduciary and related assets | $3,346,978,000 | 91 |
| Managed Assets ($) | $2,001,193,000 | 80 |
| Non-managed Assets ($) | $1,345,785,000 | 90 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,585,000 | 94 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,789,000 | 78 |
| Number of Managed Accounts | $2,170,000 | 78 |
| Number of Non-Managed Accounts | $1,619,000 | 59 |
| Total fiduciary and related assets | $3,270,581,000 | 95 |
| Managed Assets ($) | $1,920,011,000 | 86 |
| Non-managed Assets ($) | $1,350,570,000 | 94 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,556,000 | 105 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,803,000 | 80 |
| Number of Managed Accounts | $2,178,000 | 81 |
| Number of Non-Managed Accounts | $1,625,000 | 58 |
| Total fiduciary and related assets | $3,186,591,000 | 101 |
| Managed Assets ($) | $1,943,697,000 | 89 |
| Non-managed Assets ($) | $1,242,894,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,904,000 | 111 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,818,000 | 77 |
| Number of Managed Accounts | $2,188,000 | 81 |
| Number of Non-Managed Accounts | $1,630,000 | 57 |
| Total fiduciary and related assets | $3,243,913,000 | 100 |
| Managed Assets ($) | $2,008,049,000 | 87 |
| Non-managed Assets ($) | $1,235,864,000 | 102 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,291,000 | 113 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,783,000 | 87 |
| Number of Managed Accounts | $2,155,000 | 83 |
| Number of Non-Managed Accounts | $1,628,000 | 63 |
| Total fiduciary and related assets | $3,174,689,000 | 98 |
| Managed Assets ($) | $1,983,970,000 | 86 |
| Non-managed Assets ($) | $1,190,719,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,515,000 | 108 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,784,000 | 82 |
| Number of Managed Accounts | $2,170,000 | 81 |
| Number of Non-Managed Accounts | $1,614,000 | 54 |
| Total fiduciary and related assets | $3,114,374,000 | 99 |
| Managed Assets ($) | $1,907,639,000 | 90 |
| Non-managed Assets ($) | $1,206,735,000 | 101 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,836,000 | 110 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,741,000 | 80 |
| Number of Managed Accounts | $2,136,000 | 79 |
| Number of Non-Managed Accounts | $1,605,000 | 53 |
| Total fiduciary and related assets | $3,138,314,000 | 96 |
| Managed Assets ($) | $1,909,186,000 | 86 |
| Non-managed Assets ($) | $1,229,128,000 | 98 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,407,000 | 110 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,781,000 | 82 |
| Number of Managed Accounts | $2,149,000 | 82 |
| Number of Non-Managed Accounts | $1,632,000 | 58 |
| Total fiduciary and related assets | $3,018,363,000 | 103 |
| Managed Assets ($) | $1,861,545,000 | 92 |
| Non-managed Assets ($) | $1,156,818,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,158,000 | 113 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,750,000 | 89 |
| Number of Managed Accounts | $2,115,000 | 86 |
| Number of Non-Managed Accounts | $1,635,000 | 66 |
| Total fiduciary and related assets | $2,926,209,000 | 108 |
| Managed Assets ($) | $1,765,978,000 | 95 |
| Non-managed Assets ($) | $1,160,231,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,665,000 | 113 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,778,000 | 83 |
| Number of Managed Accounts | $2,111,000 | 82 |
| Number of Non-Managed Accounts | $1,667,000 | 59 |
| Total fiduciary and related assets | $2,900,431,000 | 107 |
| Managed Assets ($) | $1,765,432,000 | 93 |
| Non-managed Assets ($) | $1,134,999,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,302,000 | 114 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,816,000 | 80 |
| Number of Managed Accounts | $2,098,000 | 84 |
| Number of Non-Managed Accounts | $1,718,000 | 62 |
| Total fiduciary and related assets | $2,832,881,000 | 110 |
| Managed Assets ($) | $1,641,102,000 | 96 |
| Non-managed Assets ($) | $1,191,779,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,005,000 | 119 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,709,000 | 82 |
| Number of Managed Accounts | $2,084,000 | 83 |
| Number of Non-Managed Accounts | $1,625,000 | 63 |
| Total fiduciary and related assets | $2,808,527,000 | 110 |
| Managed Assets ($) | $1,594,315,000 | 99 |
| Non-managed Assets ($) | $1,214,212,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,929,000 | 123 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,840,000 | 87 |
| Number of Managed Accounts | $2,064,000 | 93 |
| Number of Non-Managed Accounts | $1,776,000 | 65 |
| Total fiduciary and related assets | $2,752,648,000 | 114 |
| Managed Assets ($) | $1,579,184,000 | 103 |
| Non-managed Assets ($) | $1,173,464,000 | 108 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,013,000 | 122 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,759,000 | 86 |
| Number of Managed Accounts | $2,072,000 | 90 |
| Number of Non-Managed Accounts | $1,687,000 | 69 |
| Total fiduciary and related assets | $2,622,988,000 | 118 |
| Managed Assets ($) | $1,516,880,000 | 106 |
| Non-managed Assets ($) | $1,106,108,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,661,000 | 130 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,766,000 | 86 |
| Number of Managed Accounts | $2,081,000 | 90 |
| Number of Non-Managed Accounts | $1,685,000 | 71 |
| Total fiduciary and related assets | $2,568,365,000 | 122 |
| Managed Assets ($) | $1,481,809,000 | 105 |
| Non-managed Assets ($) | $1,086,556,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,550,000 | 137 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,793,000 | 87 |
| Number of Managed Accounts | $2,095,000 | 93 |
| Number of Non-Managed Accounts | $1,698,000 | 71 |
| Total fiduciary and related assets | $2,417,574,000 | 123 |
| Managed Assets ($) | $1,396,624,000 | 110 |
| Non-managed Assets ($) | $1,020,950,000 | 118 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,676,000 | 142 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,798,000 | 90 |
| Number of Managed Accounts | $2,091,000 | 97 |
| Number of Non-Managed Accounts | $1,707,000 | 74 |
| Total fiduciary and related assets | $2,421,358,000 | 122 |
| Managed Assets ($) | $1,403,160,000 | 112 |
| Non-managed Assets ($) | $1,018,198,000 | 119 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,205,000 | 136 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,862,000 | 83 |
| Number of Managed Accounts | $2,294,000 | 82 |
| Number of Non-Managed Accounts | $1,568,000 | 72 |
| Total fiduciary and related assets | $2,254,759,000 | 116 |
| Managed Assets ($) | $1,479,230,000 | 104 |
| Non-managed Assets ($) | $775,529,000 | 122 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,941,000 | 138 |
| 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 | $7,319,000 | 135 |
| 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 | $4,526,000 | 207 |
| 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 | $4,206,000 | 210 |
| 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 | $3,135,000 | 261 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,366,000 | 325 |
| 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 | $1,985,000 | 374 |
| 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 | $1,625,000 | 417 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 443 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,339,000 | 476 |