Home > Capital Bank and Trust Company > Fiduciary and Related Services
Capital Bank and 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 | $4,377,000 | 72 |
| Number of Managed Accounts | $555,000 | 301 |
| Number of Non-Managed Accounts | $3,822,000 | 31 |
| Total fiduciary and related assets | $71,435,085,000 | 26 |
| Managed Assets ($) | $33,951,784,000 | 24 |
| Non-managed Assets ($) | $37,483,301,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,585,000 | 32 |
| 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 | $4,394,000 | 73 |
| Number of Managed Accounts | $553,000 | 257 |
| Number of Non-Managed Accounts | $3,841,000 | 31 |
| Total fiduciary and related assets | $64,209,224,000 | 27 |
| Managed Assets ($) | $30,071,110,000 | 25 |
| Non-managed Assets ($) | $34,138,114,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $123,937,000 | 33 |
| 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 | $4,425,000 | 72 |
| Number of Managed Accounts | $539,000 | 290 |
| Number of Non-Managed Accounts | $3,886,000 | 32 |
| Total fiduciary and related assets | $62,049,468,000 | 31 |
| Managed Assets ($) | $26,892,853,000 | 27 |
| Non-managed Assets ($) | $35,156,615,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,244,000 | 34 |
| 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 | $4,449,000 | 74 |
| Number of Managed Accounts | $538,000 | 269 |
| Number of Non-Managed Accounts | $3,911,000 | 34 |
| Total fiduciary and related assets | $57,894,489,000 | 35 |
| Managed Assets ($) | $24,266,779,000 | 29 |
| Non-managed Assets ($) | $33,627,710,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,590,000 | 34 |
| 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 | $4,434,000 | 76 |
| Number of Managed Accounts | $519,000 | 315 |
| Number of Non-Managed Accounts | $3,915,000 | 35 |
| Total fiduciary and related assets | $52,807,953,000 | 35 |
| Managed Assets ($) | $20,683,020,000 | 32 |
| Non-managed Assets ($) | $32,124,933,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $131,759,000 | 38 |
| 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 | $4,439,000 | 76 |
| Number of Managed Accounts | $522,000 | 277 |
| Number of Non-Managed Accounts | $3,917,000 | 33 |
| Total fiduciary and related assets | $48,749,558,000 | 37 |
| Managed Assets ($) | $18,635,193,000 | 33 |
| Non-managed Assets ($) | $30,114,365,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $95,699,000 | 37 |
| 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 | $4,447,000 | 65 |
| Number of Managed Accounts | $521,000 | 278 |
| Number of Non-Managed Accounts | $3,926,000 | 27 |
| Total fiduciary and related assets | $52,046,114,000 | 28 |
| Managed Assets ($) | $19,696,923,000 | 28 |
| Non-managed Assets ($) | $32,349,191,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,151,000 | 28 |
| 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 | $4,454,000 | 65 |
| Number of Managed Accounts | $513,000 | 254 |
| Number of Non-Managed Accounts | $3,941,000 | 28 |
| Total fiduciary and related assets | $59,483,894,000 | 27 |
| Managed Assets ($) | $22,196,424,000 | 28 |
| Non-managed Assets ($) | $37,287,470,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,850,000 | 28 |
| 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 | $4,447,000 | 63 |
| Number of Managed Accounts | $494,000 | 294 |
| Number of Non-Managed Accounts | $3,953,000 | 28 |
| Total fiduciary and related assets | $62,776,986,000 | 26 |
| Managed Assets ($) | $22,853,672,000 | 28 |
| Non-managed Assets ($) | $39,923,314,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $206,253,000 | 25 |
| 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 | $4,459,000 | 62 |
| Number of Managed Accounts | $473,000 | 260 |
| Number of Non-Managed Accounts | $3,986,000 | 26 |
| Total fiduciary and related assets | $60,026,442,000 | 26 |
| Managed Assets ($) | $21,735,845,000 | 28 |
| Non-managed Assets ($) | $38,290,597,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $171,434,000 | 24 |
| 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 | $10,118,000 | 37 |
| Number of Managed Accounts | $6,139,000 | 37 |
| Number of Non-Managed Accounts | $3,979,000 | 27 |
| Total fiduciary and related assets | $95,153,734,000 | 20 |
| Managed Assets ($) | $56,677,459,000 | 15 |
| Non-managed Assets ($) | $38,476,275,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,430,000 | 20 |
| 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 | $9,870,000 | 37 |
| Number of Managed Accounts | $5,881,000 | 38 |
| Number of Non-Managed Accounts | $3,989,000 | 28 |
| Total fiduciary and related assets | $84,716,645,000 | 21 |
| Managed Assets ($) | $48,225,715,000 | 16 |
| Non-managed Assets ($) | $36,490,930,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $66,408,000 | 20 |
| 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 | $9,679,000 | 38 |
| Number of Managed Accounts | $5,678,000 | 41 |
| Number of Non-Managed Accounts | $4,001,000 | 29 |
| Total fiduciary and related assets | $80,430,163,000 | 22 |
| Managed Assets ($) | $45,153,610,000 | 16 |
| Non-managed Assets ($) | $35,276,553,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $233,323,000 | 23 |
| 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 | $9,420,000 | 38 |
| Number of Managed Accounts | $5,383,000 | 43 |
| Number of Non-Managed Accounts | $4,037,000 | 28 |
| Total fiduciary and related assets | $71,459,258,000 | 22 |
| Managed Assets ($) | $39,331,877,000 | 18 |
| Non-managed Assets ($) | $32,127,381,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $170,763,000 | 24 |
| 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 | $9,296,000 | 38 |
| Number of Managed Accounts | $5,245,000 | 44 |
| Number of Non-Managed Accounts | $4,051,000 | 27 |
| Total fiduciary and related assets | $66,998,456,000 | 22 |
| Managed Assets ($) | $36,726,497,000 | 18 |
| Non-managed Assets ($) | $30,271,959,000 | 22 |
| Memoranda | ||
| Gross Fiduciary activities income | $112,906,000 | 24 |
| 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 | $9,247,000 | 38 |
| Number of Managed Accounts | $5,192,000 | 45 |
| Number of Non-Managed Accounts | $4,055,000 | 26 |
| Total fiduciary and related assets | $58,920,154,000 | 23 |
| Managed Assets ($) | $32,533,036,000 | 18 |
| Non-managed Assets ($) | $26,387,118,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,349,000 | 21 |
| 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 | $9,167,000 | 40 |
| Number of Managed Accounts | $5,111,000 | 44 |
| Number of Non-Managed Accounts | $4,056,000 | 27 |
| Total fiduciary and related assets | $67,872,827,000 | 23 |
| Managed Assets ($) | $37,246,034,000 | 18 |
| Non-managed Assets ($) | $30,626,793,000 | 21 |
| Memoranda | ||
| Gross Fiduciary activities income | $205,977,000 | 24 |
| 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 | $9,017,000 | 41 |
| Number of Managed Accounts | $4,930,000 | 47 |
| Number of Non-Managed Accounts | $4,087,000 | 23 |
| Total fiduciary and related assets | $60,719,994,000 | 24 |
| Managed Assets ($) | $32,008,854,000 | 20 |
| Non-managed Assets ($) | $28,711,140,000 | 23 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,958,000 | 25 |
| 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 | $8,957,000 | 42 |
| Number of Managed Accounts | $4,881,000 | 47 |
| Number of Non-Managed Accounts | $4,076,000 | 23 |
| Total fiduciary and related assets | $52,640,216,000 | 24 |
| Managed Assets ($) | $28,873,269,000 | 22 |
| Non-managed Assets ($) | $23,766,947,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,881,000 | 25 |
| 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 | $8,930,000 | 42 |
| Number of Managed Accounts | $4,818,000 | 48 |
| Number of Non-Managed Accounts | $4,112,000 | 23 |
| Total fiduciary and related assets | $50,508,400,000 | 23 |
| Managed Assets ($) | $27,410,827,000 | 22 |
| Non-managed Assets ($) | $23,097,573,000 | 25 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,415,000 | 25 |
| 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 | $8,824,000 | 42 |
| Number of Managed Accounts | $4,710,000 | 49 |
| Number of Non-Managed Accounts | $4,114,000 | 24 |
| Total fiduciary and related assets | $45,383,656,000 | 23 |
| Managed Assets ($) | $24,539,637,000 | 22 |
| Non-managed Assets ($) | $20,844,019,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $191,608,000 | 25 |
| 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 | $8,780,000 | 42 |
| Number of Managed Accounts | $4,629,000 | 49 |
| Number of Non-Managed Accounts | $4,151,000 | 22 |
| Total fiduciary and related assets | $50,076,052,000 | 24 |
| Managed Assets ($) | $26,964,834,000 | 22 |
| Non-managed Assets ($) | $23,111,218,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $145,048,000 | 25 |
| 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 | $8,717,000 | 42 |
| Number of Managed Accounts | $4,531,000 | 49 |
| Number of Non-Managed Accounts | $4,186,000 | 22 |
| Total fiduciary and related assets | $48,582,003,000 | 24 |
| Managed Assets ($) | $26,191,270,000 | 22 |
| Non-managed Assets ($) | $22,390,733,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $96,150,000 | 25 |
| 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 | $8,605,000 | 44 |
| Number of Managed Accounts | $4,421,000 | 48 |
| Number of Non-Managed Accounts | $4,184,000 | 24 |
| Total fiduciary and related assets | $47,979,094,000 | 24 |
| Managed Assets ($) | $26,023,849,000 | 22 |
| Non-managed Assets ($) | $21,955,245,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,895,000 | 25 |
| 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 | $8,570,000 | 44 |
| Number of Managed Accounts | $4,363,000 | 50 |
| Number of Non-Managed Accounts | $4,207,000 | 26 |
| Total fiduciary and related assets | $47,495,622,000 | 24 |
| Managed Assets ($) | $25,937,373,000 | 22 |
| Non-managed Assets ($) | $21,558,249,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,530,000 | 24 |
| 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 | $8,559,000 | 43 |
| Number of Managed Accounts | $4,281,000 | 51 |
| Number of Non-Managed Accounts | $4,278,000 | 24 |
| Total fiduciary and related assets | $45,662,122,000 | 24 |
| Managed Assets ($) | $24,900,199,000 | 23 |
| Non-managed Assets ($) | $20,761,923,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,647,000 | 24 |
| 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 | $8,503,000 | 42 |
| Number of Managed Accounts | $4,201,000 | 50 |
| Number of Non-Managed Accounts | $4,302,000 | 24 |
| Total fiduciary and related assets | $43,997,546,000 | 24 |
| Managed Assets ($) | $24,127,170,000 | 23 |
| Non-managed Assets ($) | $19,870,376,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,903,000 | 24 |
| 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 | $8,519,000 | 41 |
| Number of Managed Accounts | $4,165,000 | 51 |
| Number of Non-Managed Accounts | $4,354,000 | 24 |
| Total fiduciary and related assets | $42,838,274,000 | 24 |
| Managed Assets ($) | $23,383,247,000 | 23 |
| Non-managed Assets ($) | $19,455,027,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,317,000 | 24 |
| 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 | $8,488,000 | 42 |
| Number of Managed Accounts | $4,095,000 | 52 |
| Number of Non-Managed Accounts | $4,393,000 | 26 |
| Total fiduciary and related assets | $40,504,559,000 | 26 |
| Managed Assets ($) | $22,222,894,000 | 22 |
| Non-managed Assets ($) | $18,281,665,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $177,440,000 | 24 |
| 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 | $8,485,000 | 40 |
| Number of Managed Accounts | $3,995,000 | 51 |
| Number of Non-Managed Accounts | $4,490,000 | 24 |
| Total fiduciary and related assets | $40,997,838,000 | 24 |
| Managed Assets ($) | $22,760,234,000 | 22 |
| Non-managed Assets ($) | $18,237,604,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $132,328,000 | 24 |
| 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 | $8,511,000 | 40 |
| Number of Managed Accounts | $3,963,000 | 52 |
| Number of Non-Managed Accounts | $4,548,000 | 24 |
| Total fiduciary and related assets | $39,874,436,000 | 23 |
| Managed Assets ($) | $22,268,969,000 | 22 |
| Non-managed Assets ($) | $17,605,467,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,349,000 | 24 |
| 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 | $8,591,000 | 40 |
| Number of Managed Accounts | $3,923,000 | 53 |
| Number of Non-Managed Accounts | $4,668,000 | 24 |
| Total fiduciary and related assets | $39,220,221,000 | 23 |
| Managed Assets ($) | $22,042,339,000 | 22 |
| Non-managed Assets ($) | $17,177,882,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,527,000 | 24 |
| 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 | $4,596,000 | 62 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $4,596,000 | 24 |
| Total fiduciary and related assets | $16,482,165,000 | 42 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $16,482,165,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,563,000 | 38 |
| 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 | $4,800,000 | 54 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $4,800,000 | 22 |
| Total fiduciary and related assets | $15,996,897,000 | 42 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $15,996,897,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,771,000 | 39 |
| 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 | $4,930,000 | 55 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $4,930,000 | 22 |
| Total fiduciary and related assets | $17,066,533,000 | 42 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $17,066,533,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,812,000 | 38 |
| 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 | $5,077,000 | 55 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $5,077,000 | 23 |
| Total fiduciary and related assets | $17,286,007,000 | 41 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $17,286,007,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,604,000 | 43 |
| 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 | $5,140,000 | 54 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $5,140,000 | 26 |
| Total fiduciary and related assets | $17,018,655,000 | 41 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $17,018,655,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,941,000 | 42 |
| 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 | $5,254,000 | 52 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $5,254,000 | 26 |
| Total fiduciary and related assets | $16,820,354,000 | 42 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $16,820,354,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,177,000 | 41 |
| 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 | $5,311,000 | 50 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $5,311,000 | 26 |
| Total fiduciary and related assets | $17,111,775,000 | 41 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $17,111,775,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,735,000 | 41 |
| 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 | $5,420,000 | 51 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $5,420,000 | 27 |
| Total fiduciary and related assets | $16,596,205,000 | 42 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $16,596,205,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,654,000 | 42 |
| 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 | $5,477,000 | 51 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $5,477,000 | 26 |
| Total fiduciary and related assets | $16,308,128,000 | 42 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $16,308,128,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,392,000 | 39 |
| 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 | $5,609,000 | 49 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $5,609,000 | 25 |
| Total fiduciary and related assets | $15,443,232,000 | 43 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $15,443,232,000 | 27 |
| Memoranda | ||
| Gross Fiduciary activities income | $45,984,000 | 40 |
| 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 | $5,704,000 | 48 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $5,704,000 | 26 |
| Total fiduciary and related assets | $14,720,979,000 | 43 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $14,720,979,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,518,000 | 41 |
| 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 | $5,803,000 | 48 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $5,803,000 | 26 |
| Total fiduciary and related assets | $14,845,944,000 | 44 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $14,845,944,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $13,506,000 | 44 |
| 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 | $5,894,000 | 48 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $5,894,000 | 28 |
| Total fiduciary and related assets | $13,765,166,000 | 45 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $13,765,166,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $52,860,000 | 44 |
| 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 | $5,760,000 | 45 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $5,760,000 | 27 |
| Total fiduciary and related assets | $13,755,861,000 | 45 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $13,755,861,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,789,000 | 44 |
| 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 | $5,863,000 | 48 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $5,863,000 | 28 |
| Total fiduciary and related assets | $13,085,503,000 | 43 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $13,085,503,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,582,000 | 42 |
| 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 | $5,973,000 | 49 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $5,973,000 | 29 |
| Total fiduciary and related assets | $13,523,341,000 | 43 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $13,523,341,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,656,000 | 42 |
| 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 | $6,138,000 | 47 |
| Number of Managed Accounts | $0 | 1,373 |
| Number of Non-Managed Accounts | $6,138,000 | 28 |
| Total fiduciary and related assets | $12,275,930,000 | 45 |
| Managed Assets ($) | $0 | 1,372 |
| Non-managed Assets ($) | $12,275,930,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,301,000 | 48 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $6,301,000 | 26 |
| Total fiduciary and related assets | $11,620,714,000 | 47 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $11,620,714,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,419,000 | 48 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $6,419,000 | 26 |
| Total fiduciary and related assets | $13,184,868,000 | 46 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $13,184,868,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,559,000 | 45 |
| Number of Managed Accounts | $0 | 410 |
| Number of Non-Managed Accounts | $6,559,000 | 26 |
| Total fiduciary and related assets | $13,172,985,000 | 46 |
| Managed Assets ($) | $0 | 410 |
| Non-managed Assets ($) | $13,172,985,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,693,000 | 46 |
| Number of Managed Accounts | $0 | 1,440 |
| Number of Non-Managed Accounts | $6,693,000 | 27 |
| Total fiduciary and related assets | $12,542,234,000 | 48 |
| Managed Assets ($) | $0 | 1,439 |
| Non-managed Assets ($) | $12,542,234,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,876,000 | 44 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $6,876,000 | 25 |
| Total fiduciary and related assets | $12,000,258,000 | 49 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $12,000,258,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,055,000 | 46 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $7,055,000 | 26 |
| Total fiduciary and related assets | $11,056,602,000 | 49 |
| Managed Assets ($) | $0 | 394 |
| Non-managed Assets ($) | $11,056,602,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,988,000 | 41 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $7,988,000 | 23 |
| Total fiduciary and related assets | $14,176,118,000 | 42 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $14,176,118,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,256,000 | 45 |
| Number of Managed Accounts | $0 | 1,485 |
| Number of Non-Managed Accounts | $8,256,000 | 25 |
| Total fiduciary and related assets | $13,658,959,000 | 45 |
| Managed Assets ($) | $0 | 1,484 |
| Non-managed Assets ($) | $13,658,959,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,492,000 | 45 |
| Number of Managed Accounts | $0 | 386 |
| Number of Non-Managed Accounts | $8,492,000 | 25 |
| Total fiduciary and related assets | $13,180,425,000 | 48 |
| Managed Assets ($) | $0 | 386 |
| Non-managed Assets ($) | $13,180,425,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,722,000 | 46 |
| Number of Managed Accounts | $0 | 392 |
| Number of Non-Managed Accounts | $8,722,000 | 25 |
| Total fiduciary and related assets | $11,704,892,000 | 51 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $11,704,892,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,996,000 | 44 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $8,996,000 | 24 |
| Total fiduciary and related assets | $10,259,734,000 | 53 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $10,259,734,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,186,000 | 45 |
| Number of Managed Accounts | $0 | 1,520 |
| Number of Non-Managed Accounts | $9,186,000 | 25 |
| Total fiduciary and related assets | $10,514,812,000 | 54 |
| Managed Assets ($) | $0 | 1,519 |
| Non-managed Assets ($) | $10,514,812,000 | 35 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,336,000 | 43 |
| Number of Managed Accounts | $0 | 419 |
| Number of Non-Managed Accounts | $9,336,000 | 24 |
| Total fiduciary and related assets | $12,465,396,000 | 49 |
| Managed Assets ($) | $0 | 419 |
| Non-managed Assets ($) | $12,465,396,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,380,000 | 45 |
| Number of Managed Accounts | $0 | 425 |
| Number of Non-Managed Accounts | $9,380,000 | 25 |
| Total fiduciary and related assets | $13,722,753,000 | 53 |
| Managed Assets ($) | $0 | 425 |
| Non-managed Assets ($) | $13,722,753,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,446,000 | 40 |
| Number of Managed Accounts | $0 | 434 |
| Number of Non-Managed Accounts | $9,446,000 | 24 |
| Total fiduciary and related assets | $13,758,164,000 | 49 |
| Managed Assets ($) | $0 | 434 |
| Non-managed Assets ($) | $13,758,164,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,473,000 | 43 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $9,473,000 | 26 |
| Total fiduciary and related assets | $14,340,813,000 | 48 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $14,340,813,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,607,000 | 42 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $9,607,000 | 26 |
| Total fiduciary and related assets | $14,360,979,000 | 49 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $14,360,979,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,776,000 | 42 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $9,776,000 | 26 |
| Total fiduciary and related assets | $13,819,232,000 | 52 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $13,819,232,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $9,891,000 | 41 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $9,891,000 | 26 |
| Total fiduciary and related assets | $12,839,886,000 | 54 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $12,839,886,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,004,000 | 42 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $10,004,000 | 26 |
| Total fiduciary and related assets | $12,414,852,000 | 54 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $12,414,852,000 | 36 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,228,000 | 42 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $10,228,000 | 26 |
| Total fiduciary and related assets | $11,656,150,000 | 55 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $11,656,150,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,432,000 | 42 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $10,432,000 | 25 |
| Total fiduciary and related assets | $11,233,885,000 | 56 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $11,233,885,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,645,000 | 41 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $10,645,000 | 24 |
| Total fiduciary and related assets | $11,357,450,000 | 54 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $11,357,450,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $10,856,000 | 45 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $10,856,000 | 26 |
| Total fiduciary and related assets | $10,692,099,000 | 57 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $10,692,099,000 | 37 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 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 | $11,221,000 | 41 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $11,221,000 | 24 |
| Total fiduciary and related assets | $10,408,955,000 | 57 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $10,408,955,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $139,692,000 | 7 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $139,692,000 | 6 |
| Total fiduciary and related assets | $9,836,493,000 | 59 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $9,836,493,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $138,947,000 | 7 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $138,947,000 | 6 |
| Total fiduciary and related assets | $9,557,119,000 | 61 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $9,557,119,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $130,990,000 | 7 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $130,990,000 | 6 |
| Total fiduciary and related assets | $9,433,315,000 | 66 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $9,433,315,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $125,110,000 | 7 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $125,110,000 | 6 |
| Total fiduciary and related assets | $8,766,319,000 | 66 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $8,766,319,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $116,431,000 | 7 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $116,431,000 | 6 |
| Total fiduciary and related assets | $8,645,567,000 | 67 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $8,645,567,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $112,440,000 | 8 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $112,440,000 | 6 |
| Total fiduciary and related assets | $8,389,135,000 | 67 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $8,389,135,000 | 43 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $98,501,000 | 9 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $98,501,000 | 7 |
| Total fiduciary and related assets | $7,889,242,000 | 71 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $7,889,242,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $96,254,000 | 9 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $96,254,000 | 7 |
| Total fiduciary and related assets | $7,253,928,000 | 74 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $7,253,928,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $89,633,000 | 10 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $89,633,000 | 8 |
| Total fiduciary and related assets | $6,801,261,000 | 77 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $6,801,261,000 | 53 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $85,890,000 | 10 |
| Number of Managed Accounts | $0 | 461 |
| Number of Non-Managed Accounts | $85,890,000 | 8 |
| Total fiduciary and related assets | $5,940,337,000 | 78 |
| Managed Assets ($) | $0 | 461 |
| Non-managed Assets ($) | $5,940,337,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $82,879,000 | 9 |
| Number of Managed Accounts | $0 | 1,796 |
| Number of Non-Managed Accounts | $82,879,000 | 7 |
| Total fiduciary and related assets | $5,832,283,000 | 76 |
| Managed Assets ($) | $0 | 1,796 |
| Non-managed Assets ($) | $5,832,283,000 | 56 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |