Home > Bankers Trust Company > Fiduciary and Related Services
Bankers Trust Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,361,000 | 193 |
| Number of Managed Accounts | $839,000 | 234 |
| Number of Non-Managed Accounts | $522,000 | 85 |
| Total fiduciary and related assets | $6,577,484,000 | 97 |
| Managed Assets ($) | $1,887,770,000 | 142 |
| Non-managed Assets ($) | $4,689,714,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,191,000 | 130 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,383,000 | 181 |
| Number of Managed Accounts | $838,000 | 217 |
| Number of Non-Managed Accounts | $545,000 | 79 |
| Total fiduciary and related assets | $6,366,944,000 | 99 |
| Managed Assets ($) | $1,828,637,000 | 141 |
| Non-managed Assets ($) | $4,538,307,000 | 64 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,631,000 | 130 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,391,000 | 182 |
| Number of Managed Accounts | $854,000 | 228 |
| Number of Non-Managed Accounts | $537,000 | 82 |
| Total fiduciary and related assets | $6,470,018,000 | 96 |
| Managed Assets ($) | $1,898,392,000 | 136 |
| Non-managed Assets ($) | $4,571,626,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,175,000 | 129 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 188 |
| Number of Managed Accounts | $843,000 | 225 |
| Number of Non-Managed Accounts | $542,000 | 82 |
| Total fiduciary and related assets | $6,420,624,000 | 103 |
| Managed Assets ($) | $1,851,835,000 | 145 |
| Non-managed Assets ($) | $4,568,789,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,966,000 | 137 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,380,000 | 192 |
| Number of Managed Accounts | $834,000 | 241 |
| Number of Non-Managed Accounts | $546,000 | 89 |
| Total fiduciary and related assets | $6,201,680,000 | 100 |
| Managed Assets ($) | $1,800,178,000 | 146 |
| Non-managed Assets ($) | $4,401,502,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,673,000 | 130 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,389,000 | 185 |
| Number of Managed Accounts | $832,000 | 228 |
| Number of Non-Managed Accounts | $557,000 | 80 |
| Total fiduciary and related assets | $5,993,763,000 | 100 |
| Managed Assets ($) | $1,745,686,000 | 141 |
| Non-managed Assets ($) | $4,248,077,000 | 69 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,827,000 | 130 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,409,000 | 162 |
| Number of Managed Accounts | $864,000 | 205 |
| Number of Non-Managed Accounts | $545,000 | 73 |
| Total fiduciary and related assets | $6,097,533,000 | 78 |
| Managed Assets ($) | $1,872,675,000 | 116 |
| Non-managed Assets ($) | $4,224,858,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,861,000 | 108 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,434,000 | 161 |
| Number of Managed Accounts | $882,000 | 196 |
| Number of Non-Managed Accounts | $552,000 | 70 |
| Total fiduciary and related assets | $6,387,300,000 | 84 |
| Managed Assets ($) | $2,064,399,000 | 115 |
| Non-managed Assets ($) | $4,322,901,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,557,000 | 109 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,439,000 | 166 |
| Number of Managed Accounts | $899,000 | 204 |
| Number of Non-Managed Accounts | $540,000 | 75 |
| Total fiduciary and related assets | $6,523,675,000 | 83 |
| Managed Assets ($) | $2,125,192,000 | 115 |
| Non-managed Assets ($) | $4,398,483,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,788,000 | 110 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,460,000 | 163 |
| Number of Managed Accounts | $912,000 | 196 |
| Number of Non-Managed Accounts | $548,000 | 71 |
| Total fiduciary and related assets | $6,813,847,000 | 75 |
| Managed Assets ($) | $2,055,016,000 | 117 |
| Non-managed Assets ($) | $4,758,831,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,514,000 | 110 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,499,000 | 164 |
| Number of Managed Accounts | $930,000 | 199 |
| Number of Non-Managed Accounts | $569,000 | 73 |
| Total fiduciary and related assets | $6,871,252,000 | 75 |
| Managed Assets ($) | $2,099,621,000 | 116 |
| Non-managed Assets ($) | $4,771,631,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,902,000 | 113 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,505,000 | 160 |
| Number of Managed Accounts | $956,000 | 191 |
| Number of Non-Managed Accounts | $549,000 | 76 |
| Total fiduciary and related assets | $6,852,110,000 | 72 |
| Managed Assets ($) | $2,106,066,000 | 113 |
| Non-managed Assets ($) | $4,746,044,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,779,000 | 117 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,533,000 | 161 |
| Number of Managed Accounts | $981,000 | 192 |
| Number of Non-Managed Accounts | $552,000 | 83 |
| Total fiduciary and related assets | $6,491,952,000 | 76 |
| Managed Assets ($) | $2,063,361,000 | 112 |
| Non-managed Assets ($) | $4,428,591,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,977,000 | 115 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,531,000 | 157 |
| Number of Managed Accounts | $1,000,000 | 183 |
| Number of Non-Managed Accounts | $531,000 | 75 |
| Total fiduciary and related assets | $5,470,033,000 | 82 |
| Managed Assets ($) | $1,914,327,000 | 113 |
| Non-managed Assets ($) | $3,555,706,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,149,000 | 117 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 161 |
| Number of Managed Accounts | $996,000 | 189 |
| Number of Non-Managed Accounts | $532,000 | 81 |
| Total fiduciary and related assets | $5,287,014,000 | 81 |
| Managed Assets ($) | $1,873,673,000 | 115 |
| Non-managed Assets ($) | $3,413,341,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,556,000 | 119 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,516,000 | 162 |
| Number of Managed Accounts | $989,000 | 183 |
| Number of Non-Managed Accounts | $527,000 | 77 |
| Total fiduciary and related assets | $4,962,582,000 | 80 |
| Managed Assets ($) | $1,716,868,000 | 115 |
| Non-managed Assets ($) | $3,245,714,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,238,000 | 124 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,487,000 | 169 |
| Number of Managed Accounts | $962,000 | 193 |
| Number of Non-Managed Accounts | $525,000 | 86 |
| Total fiduciary and related assets | $5,310,982,000 | 81 |
| Managed Assets ($) | $1,919,687,000 | 116 |
| Non-managed Assets ($) | $3,391,295,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,371,000 | 113 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,638,000 | 155 |
| Number of Managed Accounts | $1,085,000 | 166 |
| Number of Non-Managed Accounts | $553,000 | 80 |
| Total fiduciary and related assets | $4,983,734,000 | 87 |
| Managed Assets ($) | $1,749,598,000 | 119 |
| Non-managed Assets ($) | $3,234,136,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,089,000 | 112 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,811,000 | 60 |
| Number of Managed Accounts | $1,100,000 | 165 |
| Number of Non-Managed Accounts | $3,711,000 | 27 |
| Total fiduciary and related assets | $5,193,130,000 | 80 |
| Managed Assets ($) | $1,755,551,000 | 119 |
| Non-managed Assets ($) | $3,437,579,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,727,000 | 111 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,860,000 | 60 |
| Number of Managed Accounts | $1,086,000 | 168 |
| Number of Non-Managed Accounts | $3,774,000 | 27 |
| Total fiduciary and related assets | $5,119,754,000 | 79 |
| Managed Assets ($) | $1,763,704,000 | 120 |
| Non-managed Assets ($) | $3,356,050,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,873,000 | 111 |
| 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 | $5,064,000 | 60 |
| Number of Managed Accounts | $1,080,000 | 167 |
| Number of Non-Managed Accounts | $3,984,000 | 25 |
| Total fiduciary and related assets | $4,865,931,000 | 77 |
| Managed Assets ($) | $1,755,009,000 | 113 |
| Non-managed Assets ($) | $3,110,922,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,375,000 | 105 |
| 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 | $5,080,000 | 59 |
| Number of Managed Accounts | $1,104,000 | 164 |
| Number of Non-Managed Accounts | $3,976,000 | 23 |
| Total fiduciary and related assets | $5,221,183,000 | 76 |
| Managed Assets ($) | $1,969,636,000 | 105 |
| Non-managed Assets ($) | $3,251,547,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,469,000 | 101 |
| 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 | $5,188,000 | 58 |
| Number of Managed Accounts | $1,108,000 | 164 |
| Number of Non-Managed Accounts | $4,080,000 | 23 |
| Total fiduciary and related assets | $5,618,533,000 | 72 |
| Managed Assets ($) | $1,851,094,000 | 109 |
| Non-managed Assets ($) | $3,767,439,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,507,000 | 100 |
| 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 | $5,097,000 | 60 |
| Number of Managed Accounts | $1,108,000 | 162 |
| Number of Non-Managed Accounts | $3,989,000 | 25 |
| Total fiduciary and related assets | $5,510,083,000 | 73 |
| Managed Assets ($) | $1,845,623,000 | 109 |
| Non-managed Assets ($) | $3,664,460,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,309,000 | 100 |
| 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 | $5,056,000 | 61 |
| Number of Managed Accounts | $1,106,000 | 164 |
| Number of Non-Managed Accounts | $3,950,000 | 28 |
| Total fiduciary and related assets | $5,347,964,000 | 76 |
| Managed Assets ($) | $1,865,430,000 | 107 |
| Non-managed Assets ($) | $3,482,534,000 | 55 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,114,000 | 101 |
| 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 | $5,262,000 | 60 |
| Number of Managed Accounts | $1,132,000 | 160 |
| Number of Non-Managed Accounts | $4,130,000 | 25 |
| Total fiduciary and related assets | $5,284,252,000 | 75 |
| Managed Assets ($) | $1,825,975,000 | 109 |
| Non-managed Assets ($) | $3,458,277,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,185,000 | 101 |
| 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 | $5,366,000 | 58 |
| Number of Managed Accounts | $1,130,000 | 157 |
| Number of Non-Managed Accounts | $4,236,000 | 25 |
| Total fiduciary and related assets | $5,283,721,000 | 73 |
| Managed Assets ($) | $1,815,873,000 | 105 |
| Non-managed Assets ($) | $3,467,848,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,176,000 | 99 |
| 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 | $5,239,000 | 58 |
| Number of Managed Accounts | $1,141,000 | 156 |
| Number of Non-Managed Accounts | $4,098,000 | 25 |
| Total fiduciary and related assets | $5,104,658,000 | 74 |
| Managed Assets ($) | $1,795,528,000 | 105 |
| Non-managed Assets ($) | $3,309,130,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,124,000 | 99 |
| 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 | $5,206,000 | 58 |
| Number of Managed Accounts | $1,140,000 | 155 |
| Number of Non-Managed Accounts | $4,066,000 | 27 |
| Total fiduciary and related assets | $5,032,971,000 | 75 |
| Managed Assets ($) | $1,757,183,000 | 104 |
| Non-managed Assets ($) | $3,275,788,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,849,000 | 93 |
| 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 | $5,204,000 | 56 |
| Number of Managed Accounts | $1,121,000 | 156 |
| Number of Non-Managed Accounts | $4,083,000 | 25 |
| Total fiduciary and related assets | $4,954,522,000 | 73 |
| Managed Assets ($) | $1,736,586,000 | 104 |
| Non-managed Assets ($) | $3,217,936,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,956,000 | 88 |
| 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 | $5,364,000 | 54 |
| Number of Managed Accounts | $1,126,000 | 158 |
| Number of Non-Managed Accounts | $4,238,000 | 25 |
| Total fiduciary and related assets | $4,722,952,000 | 76 |
| Managed Assets ($) | $1,538,437,000 | 109 |
| Non-managed Assets ($) | $3,184,515,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,859,000 | 82 |
| 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 | $5,595,000 | 52 |
| Number of Managed Accounts | $1,146,000 | 156 |
| Number of Non-Managed Accounts | $4,449,000 | 25 |
| Total fiduciary and related assets | $7,764,722,000 | 59 |
| Managed Assets ($) | $2,075,165,000 | 91 |
| Non-managed Assets ($) | $5,689,557,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,073,000 | 81 |
| 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 | $5,298,000 | 52 |
| Number of Managed Accounts | $888,000 | 189 |
| Number of Non-Managed Accounts | $4,410,000 | 26 |
| Total fiduciary and related assets | $7,606,611,000 | 59 |
| Managed Assets ($) | $2,219,134,000 | 85 |
| Non-managed Assets ($) | $5,387,477,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,284,000 | 87 |
| 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 | $5,187,000 | 50 |
| Number of Managed Accounts | $885,000 | 187 |
| Number of Non-Managed Accounts | $4,302,000 | 24 |
| Total fiduciary and related assets | $6,869,321,000 | 60 |
| Managed Assets ($) | $1,696,213,000 | 98 |
| Non-managed Assets ($) | $5,173,108,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,570,000 | 87 |
| 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 | $5,329,000 | 51 |
| Number of Managed Accounts | $891,000 | 188 |
| Number of Non-Managed Accounts | $4,438,000 | 23 |
| Total fiduciary and related assets | $7,025,713,000 | 63 |
| Managed Assets ($) | $1,733,216,000 | 102 |
| Non-managed Assets ($) | $5,292,497,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,081,000 | 89 |
| 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 | $5,149,000 | 54 |
| Number of Managed Accounts | $863,000 | 188 |
| Number of Non-Managed Accounts | $4,286,000 | 27 |
| Total fiduciary and related assets | $6,832,327,000 | 64 |
| Managed Assets ($) | $1,698,846,000 | 100 |
| Non-managed Assets ($) | $5,133,481,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,531,000 | 87 |
| 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 | $5,076,000 | 55 |
| Number of Managed Accounts | $855,000 | 193 |
| Number of Non-Managed Accounts | $4,221,000 | 31 |
| Total fiduciary and related assets | $6,580,000,000 | 64 |
| Managed Assets ($) | $1,700,911,000 | 100 |
| Non-managed Assets ($) | $4,879,089,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,690,000 | 86 |
| 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 | $4,932,000 | 53 |
| Number of Managed Accounts | $856,000 | 192 |
| Number of Non-Managed Accounts | $4,076,000 | 30 |
| Total fiduciary and related assets | $6,310,286,000 | 65 |
| Managed Assets ($) | $1,705,315,000 | 99 |
| Non-managed Assets ($) | $4,604,971,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,899,000 | 88 |
| 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 | $5,034,000 | 52 |
| Number of Managed Accounts | $833,000 | 196 |
| Number of Non-Managed Accounts | $4,201,000 | 29 |
| Total fiduciary and related assets | $6,420,599,000 | 62 |
| Managed Assets ($) | $1,676,438,000 | 98 |
| Non-managed Assets ($) | $4,744,161,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,544,000 | 87 |
| 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 | $4,913,000 | 54 |
| Number of Managed Accounts | $830,000 | 191 |
| Number of Non-Managed Accounts | $4,083,000 | 32 |
| Total fiduciary and related assets | $6,338,902,000 | 63 |
| Managed Assets ($) | $1,655,026,000 | 99 |
| Non-managed Assets ($) | $4,683,876,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,297,000 | 86 |
| 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 | $4,872,000 | 54 |
| Number of Managed Accounts | $842,000 | 190 |
| Number of Non-Managed Accounts | $4,030,000 | 33 |
| Total fiduciary and related assets | $5,864,869,000 | 65 |
| Managed Assets ($) | $1,627,232,000 | 100 |
| Non-managed Assets ($) | $4,237,637,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,860,000 | 90 |
| 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 | $4,864,000 | 52 |
| Number of Managed Accounts | $847,000 | 179 |
| Number of Non-Managed Accounts | $4,017,000 | 31 |
| Total fiduciary and related assets | $5,759,482,000 | 66 |
| Managed Assets ($) | $1,634,022,000 | 96 |
| Non-managed Assets ($) | $4,125,460,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,484,000 | 90 |
| 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 | $5,047,000 | 50 |
| Number of Managed Accounts | $848,000 | 178 |
| Number of Non-Managed Accounts | $4,199,000 | 31 |
| Total fiduciary and related assets | $5,550,022,000 | 67 |
| Managed Assets ($) | $1,602,408,000 | 96 |
| Non-managed Assets ($) | $3,947,614,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,486,000 | 91 |
| 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 | $4,724,000 | 54 |
| Number of Managed Accounts | $866,000 | 175 |
| Number of Non-Managed Accounts | $3,858,000 | 33 |
| Total fiduciary and related assets | $5,493,413,000 | 66 |
| Managed Assets ($) | $1,584,098,000 | 97 |
| Non-managed Assets ($) | $3,909,315,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,669,000 | 91 |
| 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 | $4,864,000 | 53 |
| Number of Managed Accounts | $843,000 | 180 |
| Number of Non-Managed Accounts | $4,021,000 | 33 |
| Total fiduciary and related assets | $4,771,780,000 | 70 |
| Managed Assets ($) | $1,203,292,000 | 111 |
| Non-managed Assets ($) | $3,568,488,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,098,000 | 91 |
| 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 | $4,777,000 | 52 |
| Number of Managed Accounts | $833,000 | 179 |
| Number of Non-Managed Accounts | $3,944,000 | 30 |
| Total fiduciary and related assets | $4,602,024,000 | 69 |
| Managed Assets ($) | $1,196,683,000 | 114 |
| Non-managed Assets ($) | $3,405,341,000 | 49 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,070,000 | 92 |
| 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 | $4,782,000 | 53 |
| Number of Managed Accounts | $832,000 | 176 |
| Number of Non-Managed Accounts | $3,950,000 | 31 |
| Total fiduciary and related assets | $4,266,882,000 | 70 |
| Managed Assets ($) | $1,234,930,000 | 108 |
| Non-managed Assets ($) | $3,031,952,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,569,000 | 92 |
| 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 | $4,573,000 | 57 |
| Number of Managed Accounts | $826,000 | 177 |
| Number of Non-Managed Accounts | $3,747,000 | 32 |
| Total fiduciary and related assets | $4,327,215,000 | 70 |
| Managed Assets ($) | $1,217,329,000 | 109 |
| Non-managed Assets ($) | $3,109,886,000 | 51 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,220,000 | 93 |
| 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 | $4,426,000 | 57 |
| Number of Managed Accounts | $824,000 | 177 |
| Number of Non-Managed Accounts | $3,602,000 | 34 |
| Total fiduciary and related assets | $4,108,412,000 | 70 |
| Managed Assets ($) | $1,210,954,000 | 107 |
| Non-managed Assets ($) | $2,897,458,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,902,000 | 81 |
| 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 | $4,354,000 | 60 |
| Number of Managed Accounts | $807,000 | 174 |
| Number of Non-Managed Accounts | $3,547,000 | 33 |
| Total fiduciary and related assets | $3,860,200,000 | 72 |
| Managed Assets ($) | $1,077,049,000 | 114 |
| Non-managed Assets ($) | $2,783,151,000 | 52 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,514,000 | 83 |
| 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 | $4,448,000 | 61 |
| Number of Managed Accounts | $814,000 | 173 |
| Number of Non-Managed Accounts | $3,634,000 | 33 |
| Total fiduciary and related assets | $4,097,597,000 | 75 |
| Managed Assets ($) | $1,188,994,000 | 115 |
| Non-managed Assets ($) | $2,908,603,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,326,000 | 85 |
| 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 | $4,429,000 | 61 |
| Number of Managed Accounts | $804,000 | 176 |
| Number of Non-Managed Accounts | $3,625,000 | 35 |
| Total fiduciary and related assets | $3,955,375,000 | 74 |
| Managed Assets ($) | $1,164,318,000 | 111 |
| Non-managed Assets ($) | $2,791,057,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,173,000 | 82 |
| 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 | $4,347,000 | 63 |
| Number of Managed Accounts | $788,000 | 190 |
| Number of Non-Managed Accounts | $3,559,000 | 38 |
| Total fiduciary and related assets | $4,114,523,000 | 74 |
| Managed Assets ($) | $1,576,715,000 | 90 |
| Non-managed Assets ($) | $2,537,808,000 | 57 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,715,000 | 84 |
| 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 | $4,701,000 | 57 |
| Number of Managed Accounts | $784,000 | 182 |
| Number of Non-Managed Accounts | $3,917,000 | 34 |
| Total fiduciary and related assets | $3,545,804,000 | 79 |
| Managed Assets ($) | $1,272,479,000 | 99 |
| Non-managed Assets ($) | $2,273,325,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,719,000 | 84 |
| 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 | $4,833,000 | 57 |
| Number of Managed Accounts | $790,000 | 181 |
| Number of Non-Managed Accounts | $4,043,000 | 34 |
| Total fiduciary and related assets | $3,379,295,000 | 79 |
| Managed Assets ($) | $1,232,501,000 | 96 |
| Non-managed Assets ($) | $2,146,794,000 | 58 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,820,000 | 84 |
| 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 | $4,413,000 | 62 |
| Number of Managed Accounts | $772,000 | 181 |
| Number of Non-Managed Accounts | $3,641,000 | 37 |
| Total fiduciary and related assets | $3,432,227,000 | 78 |
| Managed Assets ($) | $1,239,014,000 | 99 |
| Non-managed Assets ($) | $2,193,213,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,868,000 | 87 |
| 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 | $4,331,000 | 71 |
| Number of Managed Accounts | $773,000 | 196 |
| Number of Non-Managed Accounts | $3,558,000 | 40 |
| Total fiduciary and related assets | $3,297,182,000 | 81 |
| Managed Assets ($) | $1,141,900,000 | 104 |
| Non-managed Assets ($) | $2,155,282,000 | 59 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,649,000 | 90 |
| 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 | $4,278,000 | 69 |
| Number of Managed Accounts | $770,000 | 187 |
| Number of Non-Managed Accounts | $3,508,000 | 39 |
| Total fiduciary and related assets | $3,255,465,000 | 81 |
| Managed Assets ($) | $1,144,308,000 | 105 |
| Non-managed Assets ($) | $2,111,157,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,812,000 | 90 |
| 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 | $4,232,000 | 71 |
| Number of Managed Accounts | $769,000 | 191 |
| Number of Non-Managed Accounts | $3,463,000 | 38 |
| Total fiduciary and related assets | $2,833,453,000 | 86 |
| Managed Assets ($) | $1,075,825,000 | 105 |
| Non-managed Assets ($) | $1,757,628,000 | 66 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,144,000 | 92 |
| 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 | $4,217,000 | 68 |
| Number of Managed Accounts | $773,000 | 190 |
| Number of Non-Managed Accounts | $3,444,000 | 38 |
| Total fiduciary and related assets | $2,681,776,000 | 88 |
| Managed Assets ($) | $1,041,016,000 | 104 |
| Non-managed Assets ($) | $1,640,760,000 | 65 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,651,000 | 88 |
| 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 | $4,054,000 | 78 |
| Number of Managed Accounts | $759,000 | 206 |
| Number of Non-Managed Accounts | $3,295,000 | 45 |
| Total fiduciary and related assets | $2,749,782,000 | 92 |
| Managed Assets ($) | $993,931,000 | 113 |
| Non-managed Assets ($) | $1,755,851,000 | 68 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,436,000 | 92 |
| 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 | $3,910,000 | 76 |
| Number of Managed Accounts | $756,000 | 196 |
| Number of Non-Managed Accounts | $3,154,000 | 41 |
| Total fiduciary and related assets | $2,765,467,000 | 94 |
| Managed Assets ($) | $935,217,000 | 120 |
| Non-managed Assets ($) | $1,830,250,000 | 71 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,467,000 | 96 |
| 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 | $4,042,000 | 76 |
| Number of Managed Accounts | $757,000 | 200 |
| Number of Non-Managed Accounts | $3,285,000 | 42 |
| Total fiduciary and related assets | $2,886,504,000 | 97 |
| Managed Assets ($) | $1,032,007,000 | 120 |
| Non-managed Assets ($) | $1,854,497,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,642,000 | 98 |
| 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 | $3,954,000 | 75 |
| Number of Managed Accounts | $754,000 | 200 |
| Number of Non-Managed Accounts | $3,200,000 | 40 |
| Total fiduciary and related assets | $2,782,851,000 | 104 |
| Managed Assets ($) | $1,049,575,000 | 123 |
| Non-managed Assets ($) | $1,733,276,000 | 75 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,788,000 | 97 |
| 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 | $4,009,000 | 77 |
| Number of Managed Accounts | $792,000 | 197 |
| Number of Non-Managed Accounts | $3,217,000 | 43 |
| Total fiduciary and related assets | $3,043,720,000 | 95 |
| Managed Assets ($) | $1,211,341,000 | 113 |
| Non-managed Assets ($) | $1,832,379,000 | 74 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,036,000 | 96 |
| 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 | $4,004,000 | 69 |
| Number of Managed Accounts | $792,000 | 188 |
| Number of Non-Managed Accounts | $3,212,000 | 39 |
| Total fiduciary and related assets | $3,130,135,000 | 96 |
| Managed Assets ($) | $1,248,736,000 | 113 |
| Non-managed Assets ($) | $1,881,399,000 | 73 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,145,000 | 97 |
| 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 | $4,055,000 | 71 |
| Number of Managed Accounts | $782,000 | 196 |
| Number of Non-Managed Accounts | $3,273,000 | 40 |
| Total fiduciary and related assets | $3,023,093,000 | 98 |
| Managed Assets ($) | $1,265,277,000 | 116 |
| Non-managed Assets ($) | $1,757,816,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,378,000 | 99 |
| 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 | $4,395,000 | 68 |
| Number of Managed Accounts | $785,000 | 192 |
| Number of Non-Managed Accounts | $3,610,000 | 38 |
| Total fiduciary and related assets | $3,010,721,000 | 96 |
| Managed Assets ($) | $1,209,361,000 | 116 |
| Non-managed Assets ($) | $1,801,360,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,676,000 | 98 |
| 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 | $5,307,000 | 56 |
| Number of Managed Accounts | $779,000 | 201 |
| Number of Non-Managed Accounts | $4,528,000 | 39 |
| Total fiduciary and related assets | $3,231,915,000 | 93 |
| Managed Assets ($) | $1,198,394,000 | 113 |
| Non-managed Assets ($) | $2,033,521,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,209,000 | 99 |
| 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 | $5,281,000 | 57 |
| Number of Managed Accounts | $767,000 | 197 |
| Number of Non-Managed Accounts | $4,514,000 | 38 |
| Total fiduciary and related assets | $2,981,347,000 | 100 |
| Managed Assets ($) | $1,061,708,000 | 126 |
| Non-managed Assets ($) | $1,919,639,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,536,000 | 106 |
| 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 | $5,279,000 | 58 |
| Number of Managed Accounts | $776,000 | 201 |
| Number of Non-Managed Accounts | $4,503,000 | 37 |
| Total fiduciary and related assets | $3,206,041,000 | 100 |
| Managed Assets ($) | $1,036,624,000 | 126 |
| Non-managed Assets ($) | $2,169,417,000 | 76 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,952,000 | 110 |
| 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 | $5,066,000 | 63 |
| Number of Managed Accounts | $773,000 | 201 |
| Number of Non-Managed Accounts | $4,293,000 | 37 |
| Total fiduciary and related assets | $3,196,401,000 | 101 |
| Managed Assets ($) | $1,042,645,000 | 125 |
| Non-managed Assets ($) | $2,153,756,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,410,000 | 109 |
| 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 | $4,971,000 | 69 |
| Number of Managed Accounts | $768,000 | 203 |
| Number of Non-Managed Accounts | $4,203,000 | 40 |
| Total fiduciary and related assets | $3,052,117,000 | 101 |
| Managed Assets ($) | $994,459,000 | 130 |
| Non-managed Assets ($) | $2,057,658,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,234,000 | 110 |
| 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 | $4,902,000 | 64 |
| Number of Managed Accounts | $766,000 | 195 |
| Number of Non-Managed Accounts | $4,136,000 | 38 |
| Total fiduciary and related assets | $2,878,355,000 | 106 |
| Managed Assets ($) | $968,137,000 | 128 |
| Non-managed Assets ($) | $1,910,218,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,701,000 | 111 |
| 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 | $4,922,000 | 63 |
| Number of Managed Accounts | $754,000 | 196 |
| Number of Non-Managed Accounts | $4,168,000 | 38 |
| Total fiduciary and related assets | $2,803,172,000 | 103 |
| Managed Assets ($) | $939,492,000 | 126 |
| Non-managed Assets ($) | $1,863,680,000 | 77 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,445,000 | 109 |
| 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 | $4,858,000 | 67 |
| Number of Managed Accounts | $754,000 | 195 |
| Number of Non-Managed Accounts | $4,104,000 | 39 |
| Total fiduciary and related assets | $2,806,650,000 | 109 |
| Managed Assets ($) | $963,336,000 | 126 |
| Non-managed Assets ($) | $1,843,314,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,209,000 | 111 |
| 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 | $4,751,000 | 76 |
| Number of Managed Accounts | $756,000 | 198 |
| Number of Non-Managed Accounts | $3,995,000 | 45 |
| Total fiduciary and related assets | $2,896,602,000 | 111 |
| Managed Assets ($) | $971,403,000 | 124 |
| Non-managed Assets ($) | $1,925,199,000 | 85 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,281,000 | 114 |
| 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 | $4,263,000 | 72 |
| Number of Managed Accounts | $768,000 | 194 |
| Number of Non-Managed Accounts | $3,495,000 | 44 |
| Total fiduciary and related assets | $2,769,425,000 | 111 |
| Managed Assets ($) | $933,629,000 | 128 |
| Non-managed Assets ($) | $1,835,796,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,260,000 | 115 |
| 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 | $4,225,000 | 73 |
| Number of Managed Accounts | $743,000 | 196 |
| Number of Non-Managed Accounts | $3,482,000 | 44 |
| Total fiduciary and related assets | $2,856,685,000 | 108 |
| Managed Assets ($) | $940,140,000 | 125 |
| Non-managed Assets ($) | $1,916,545,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,177,000 | 118 |
| 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 | $4,709,000 | 69 |
| Number of Managed Accounts | $745,000 | 195 |
| Number of Non-Managed Accounts | $3,964,000 | 42 |
| Total fiduciary and related assets | $3,148,345,000 | 103 |
| Managed Assets ($) | $907,591,000 | 133 |
| Non-managed Assets ($) | $2,240,754,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,150,000 | 118 |
| 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 | $3,687,000 | 90 |
| Number of Managed Accounts | $741,000 | 209 |
| Number of Non-Managed Accounts | $2,946,000 | 49 |
| Total fiduciary and related assets | $3,110,771,000 | 107 |
| Managed Assets ($) | $952,854,000 | 129 |
| Non-managed Assets ($) | $2,157,917,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,120,000 | 126 |
| 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 | $4,204,000 | 79 |
| Number of Managed Accounts | $770,000 | 196 |
| Number of Non-Managed Accounts | $3,434,000 | 47 |
| Total fiduciary and related assets | $2,722,429,000 | 116 |
| Managed Assets ($) | $927,665,000 | 135 |
| Non-managed Assets ($) | $1,794,764,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,147,000 | 135 |
| 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 | $4,224,000 | 81 |
| Number of Managed Accounts | $770,000 | 202 |
| Number of Non-Managed Accounts | $3,454,000 | 50 |
| Total fiduciary and related assets | $2,484,034,000 | 123 |
| Managed Assets ($) | $921,794,000 | 131 |
| Non-managed Assets ($) | $1,562,240,000 | 99 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,403,000 | 138 |
| 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 | $3,551,000 | 93 |
| Number of Managed Accounts | $782,000 | 208 |
| Number of Non-Managed Accounts | $2,769,000 | 55 |
| Total fiduciary and related assets | $2,162,819,000 | 129 |
| Managed Assets ($) | $882,319,000 | 135 |
| Non-managed Assets ($) | $1,280,500,000 | 106 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,704,000 | 140 |
| 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 | $3,566,000 | 94 |
| Number of Managed Accounts | $798,000 | 216 |
| Number of Non-Managed Accounts | $2,768,000 | 55 |
| Total fiduciary and related assets | $2,118,262,000 | 130 |
| Managed Assets ($) | $893,783,000 | 135 |
| Non-managed Assets ($) | $1,224,479,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,353,000 | 145 |
| 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 | $3,478,000 | 87 |
| Number of Managed Accounts | $778,000 | 199 |
| Number of Non-Managed Accounts | $2,700,000 | 50 |
| Total fiduciary and related assets | $2,107,185,000 | 119 |
| Managed Assets ($) | $1,016,863,000 | 126 |
| Non-managed Assets ($) | $1,090,322,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,600,000 | 142 |
| 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 | $6,634,000 | 141 |
| 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 | $5,930,000 | 177 |
| 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 | $5,085,000 | 193 |
| 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 | $4,385,000 | 210 |
| 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 | $3,393,000 | 269 |
| 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 | $3,154,000 | 295 |
| 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 | $3,173,000 | 290 |
| 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 | $3,024,000 | 304 |
| 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 | $2,882,000 | 313 |