Home > Charles Schwab Bank, SSB > Fiduciary and Related Services
Charles Schwab Bank, SSB, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,482 |
| Fiduciary power exercised | $0 | 1,128 |
| Fiduciary or related activity | $0 | 1,058 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,035 |
| Number of Managed Accounts | $0 | 982 |
| Number of Non-Managed Accounts | $0 | 825 |
| Total fiduciary and related assets | $0 | 1,034 |
| Managed Assets ($) | $0 | 982 |
| Non-managed Assets ($) | $0 | 820 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,485 |
| Fiduciary power exercised | $0 | 1,127 |
| Fiduciary or related activity | $0 | 1,071 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 375 |
| Number of Managed Accounts | $0 | 366 |
| Number of Non-Managed Accounts | $0 | 365 |
| Total fiduciary and related assets | $0 | 376 |
| Managed Assets ($) | $0 | 366 |
| Non-managed Assets ($) | $0 | 363 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 950 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,477 |
| Fiduciary power exercised | $0 | 1,118 |
| Fiduciary or related activity | $0 | 1,073 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 448 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 435 |
| Total fiduciary and related assets | $0 | 448 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 433 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 931 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,519 |
| Fiduciary power exercised | $0 | 1,140 |
| Fiduciary or related activity | $0 | 1,085 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 384 |
| Number of Managed Accounts | $0 | 375 |
| Number of Non-Managed Accounts | $0 | 373 |
| Total fiduciary and related assets | $0 | 384 |
| Managed Assets ($) | $0 | 375 |
| Non-managed Assets ($) | $0 | 373 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 913 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,536 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,094 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,079 |
| Number of Managed Accounts | $0 | 1,021 |
| Number of Non-Managed Accounts | $0 | 869 |
| Total fiduciary and related assets | $0 | 1,076 |
| Managed Assets ($) | $0 | 1,021 |
| Non-managed Assets ($) | $0 | 864 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,005 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,538 |
| Fiduciary power exercised | $0 | 1,157 |
| Fiduciary or related activity | $0 | 1,097 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 399 |
| Number of Managed Accounts | $0 | 389 |
| Number of Non-Managed Accounts | $0 | 385 |
| Total fiduciary and related assets | $0 | 399 |
| Managed Assets ($) | $0 | 389 |
| Non-managed Assets ($) | $0 | 385 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 968 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,509 |
| Fiduciary power exercised | $0 | 1,125 |
| Fiduciary or related activity | $0 | 1,066 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 430 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 430 |
| Managed Assets ($) | $0 | 422 |
| Non-managed Assets ($) | $0 | 417 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 925 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,515 |
| Fiduciary power exercised | $0 | 1,130 |
| Fiduciary or related activity | $0 | 1,072 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 359 |
| Number of Managed Accounts | $0 | 350 |
| Number of Non-Managed Accounts | $0 | 347 |
| Total fiduciary and related assets | $0 | 358 |
| Managed Assets ($) | $0 | 350 |
| Non-managed Assets ($) | $0 | 346 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 892 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,529 |
| Fiduciary power exercised | $0 | 1,136 |
| Fiduciary or related activity | $0 | 1,082 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,066 |
| Number of Managed Accounts | $0 | 1,005 |
| Number of Non-Managed Accounts | $0 | 847 |
| Total fiduciary and related assets | $0 | 1,062 |
| Managed Assets ($) | $0 | 1,004 |
| Non-managed Assets ($) | $0 | 841 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 994 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,552 |
| Fiduciary power exercised | $0 | 1,156 |
| Fiduciary or related activity | $0 | 1,101 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 343 |
| Number of Managed Accounts | $0 | 335 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $0 | 343 |
| Managed Assets ($) | $0 | 335 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 957 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,564 |
| Fiduciary power exercised | $0 | 1,161 |
| Fiduciary or related activity | $0 | 1,108 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $0 | 409 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 951 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $0 | 1,574 |
| Fiduciary power exercised | $0 | 1,168 |
| Fiduciary or related activity | $0 | 1,114 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 345 |
| Number of Managed Accounts | $0 | 337 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $0 | 345 |
| Managed Assets ($) | $0 | 337 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 922 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $0 | 1,579 |
| Fiduciary power exercised | $0 | 1,171 |
| Fiduciary or related activity | $0 | 1,117 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,102 |
| Number of Managed Accounts | $0 | 1,038 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $0 | 1,099 |
| Managed Assets ($) | $0 | 1,038 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,030 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $0 | 1,597 |
| Fiduciary power exercised | $0 | 1,188 |
| Fiduciary or related activity | $0 | 1,133 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 346 |
| Number of Managed Accounts | $0 | 338 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $0 | 346 |
| Managed Assets ($) | $0 | 338 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 981 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $0 | 1,610 |
| Fiduciary power exercised | $0 | 1,198 |
| Fiduciary or related activity | $0 | 1,142 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 406 |
| Number of Managed Accounts | $0 | 397 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $0 | 406 |
| Managed Assets ($) | $0 | 397 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 970 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,206 |
| Fiduciary or related activity | $0 | 1,146 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 351 |
| Number of Managed Accounts | $0 | 342 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $0 | 351 |
| Managed Assets ($) | $0 | 342 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 941 |
| 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 | $2,751,000 | 99 |
| Number of Managed Accounts | $0 | 1,068 |
| Number of Non-Managed Accounts | $2,751,000 | 34 |
| Total fiduciary and related assets | $208,516,000,000 | 10 |
| Managed Assets ($) | $0 | 1,068 |
| Non-managed Assets ($) | $208,516,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,000,000 | 42 |
| 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 | $2,713,000 | 95 |
| Number of Managed Accounts | $0 | 349 |
| Number of Non-Managed Accounts | $2,713,000 | 34 |
| Total fiduciary and related assets | $195,280,000,000 | 11 |
| Managed Assets ($) | $0 | 349 |
| Non-managed Assets ($) | $195,280,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,000,000 | 43 |
| 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 | $2,688,000 | 99 |
| Number of Managed Accounts | $0 | 387 |
| Number of Non-Managed Accounts | $2,688,000 | 36 |
| Total fiduciary and related assets | $193,340,000,000 | 10 |
| Managed Assets ($) | $0 | 387 |
| Non-managed Assets ($) | $193,340,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,000,000 | 43 |
| 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 | $2,699,000 | 97 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $2,699,000 | 36 |
| Total fiduciary and related assets | $187,146,000,000 | 10 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $187,146,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,000,000 | 45 |
| 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 | $2,677,000 | 100 |
| Number of Managed Accounts | $0 | 1,111 |
| Number of Non-Managed Accounts | $2,677,000 | 36 |
| Total fiduciary and related assets | $168,745,000,000 | 10 |
| Managed Assets ($) | $0 | 1,111 |
| Non-managed Assets ($) | $168,745,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,000,000 | 34 |
| 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 | $2,644,000 | 97 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $2,644,000 | 35 |
| Total fiduciary and related assets | $187,524,000,000 | 10 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $187,524,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,000,000 | 34 |
| 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 | $2,637,000 | 95 |
| Number of Managed Accounts | $0 | 398 |
| Number of Non-Managed Accounts | $2,637,000 | 35 |
| Total fiduciary and related assets | $180,600,000,000 | 10 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $180,600,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,000,000 | 34 |
| 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 | $2,614,000 | 97 |
| Number of Managed Accounts | $0 | 399 |
| Number of Non-Managed Accounts | $2,614,000 | 36 |
| Total fiduciary and related assets | $177,400,000,000 | 10 |
| Managed Assets ($) | $0 | 398 |
| Non-managed Assets ($) | $177,400,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000,000 | 34 |
| 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 | $2,608,000 | 100 |
| Number of Managed Accounts | $0 | 1,139 |
| Number of Non-Managed Accounts | $2,608,000 | 39 |
| Total fiduciary and related assets | $177,547,000,000 | 10 |
| Managed Assets ($) | $0 | 1,139 |
| Non-managed Assets ($) | $177,547,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $97,000,000 | 34 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,602,000 | 98 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $2,602,000 | 37 |
| Total fiduciary and related assets | $171,104,000,000 | 10 |
| Managed Assets ($) | $0 | 391 |
| Non-managed Assets ($) | $171,104,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,000,000 | 34 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,582,000 | 96 |
| Number of Managed Accounts | $0 | 393 |
| Number of Non-Managed Accounts | $2,582,000 | 37 |
| Total fiduciary and related assets | $165,434,000,000 | 10 |
| Managed Assets ($) | $0 | 393 |
| Non-managed Assets ($) | $165,434,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $47,000,000 | 34 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,576,000 | 96 |
| Number of Managed Accounts | $0 | 396 |
| Number of Non-Managed Accounts | $2,576,000 | 38 |
| Total fiduciary and related assets | $160,469,000,000 | 11 |
| Managed Assets ($) | $0 | 396 |
| Non-managed Assets ($) | $160,469,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,000,000 | 34 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,585,000 | 97 |
| Number of Managed Accounts | $0 | 1,181 |
| Number of Non-Managed Accounts | $2,585,000 | 41 |
| Total fiduciary and related assets | $153,337,000,000 | 11 |
| Managed Assets ($) | $0 | 1,181 |
| Non-managed Assets ($) | $153,337,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $99,000,000 | 34 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,594,000 | 92 |
| Number of Managed Accounts | $0 | 402 |
| Number of Non-Managed Accounts | $2,594,000 | 38 |
| Total fiduciary and related assets | $153,279,000,000 | 11 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $153,279,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $74,000,000 | 33 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,612,000 | 95 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $2,612,000 | 37 |
| Total fiduciary and related assets | $147,967,000,000 | 12 |
| Managed Assets ($) | $0 | 406 |
| Non-managed Assets ($) | $147,967,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,000,000 | 33 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,698,000 | 88 |
| Number of Managed Accounts | $0 | 406 |
| Number of Non-Managed Accounts | $2,698,000 | 37 |
| Total fiduciary and related assets | $142,744,000,000 | 12 |
| Managed Assets ($) | $0 | 407 |
| Non-managed Assets ($) | $142,744,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,000,000 | 33 |
| 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 | $4,488,000 | 66 |
| Number of Managed Accounts | $0 | 1,209 |
| Number of Non-Managed Accounts | $4,488,000 | 25 |
| Total fiduciary and related assets | $145,068,000,000 | 12 |
| Managed Assets ($) | $0 | 1,209 |
| Non-managed Assets ($) | $145,068,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,000,000 | 28 |
| 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 | $4,388,000 | 64 |
| Number of Managed Accounts | $0 | 401 |
| Number of Non-Managed Accounts | $4,388,000 | 23 |
| Total fiduciary and related assets | $147,390,000,000 | 12 |
| Managed Assets ($) | $0 | 401 |
| Non-managed Assets ($) | $147,390,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $87,000,000 | 27 |
| 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 | $4,371,000 | 63 |
| Number of Managed Accounts | $0 | 405 |
| Number of Non-Managed Accounts | $4,371,000 | 25 |
| Total fiduciary and related assets | $158,360,000,000 | 11 |
| Managed Assets ($) | $0 | 405 |
| Non-managed Assets ($) | $158,360,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000,000 | 29 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,408,000 | 62 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $4,408,000 | 26 |
| Total fiduciary and related assets | $157,854,000,000 | 12 |
| Managed Assets ($) | $0 | 403 |
| Non-managed Assets ($) | $157,854,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,000,000 | 28 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,351,000 | 63 |
| Number of Managed Accounts | $0 | 1,260 |
| Number of Non-Managed Accounts | $4,351,000 | 29 |
| Total fiduciary and related assets | $153,266,000,000 | 12 |
| Managed Assets ($) | $0 | 1,260 |
| Non-managed Assets ($) | $153,266,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $115,000,000 | 28 |
| 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 | $4,270,000 | 61 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $4,270,000 | 29 |
| Total fiduciary and related assets | $149,847,000,000 | 12 |
| Managed Assets ($) | $0 | 402 |
| Non-managed Assets ($) | $149,847,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,000,000 | 27 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,170,000 | 60 |
| Number of Managed Accounts | $0 | 403 |
| Number of Non-Managed Accounts | $4,170,000 | 30 |
| Total fiduciary and related assets | $151,568,000,000 | 12 |
| Managed Assets ($) | $0 | 404 |
| Non-managed Assets ($) | $151,568,000,000 | 10 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,000,000 | 27 |
| 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 | $4,149,000 | 63 |
| Number of Managed Accounts | $0 | 411 |
| Number of Non-Managed Accounts | $4,149,000 | 31 |
| Total fiduciary and related assets | $148,646,000,000 | 13 |
| Managed Assets ($) | $0 | 411 |
| Non-managed Assets ($) | $148,646,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,000,000 | 28 |
| 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 | $4,075,000 | 64 |
| Number of Managed Accounts | $0 | 1,300 |
| Number of Non-Managed Accounts | $4,075,000 | 31 |
| Total fiduciary and related assets | $144,139,000,000 | 13 |
| Managed Assets ($) | $0 | 1,299 |
| Non-managed Assets ($) | $144,139,000,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $109,000,000 | 29 |
| 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 | $4,017,000 | 63 |
| Number of Managed Accounts | $0 | 391 |
| Number of Non-Managed Accounts | $4,017,000 | 31 |
| Total fiduciary and related assets | $134,912,000,000 | 13 |
| Managed Assets ($) | $0 | 392 |
| Non-managed Assets ($) | $134,912,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $80,000,000 | 28 |
| 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 | $3,983,000 | 63 |
| Number of Managed Accounts | $0 | 395 |
| Number of Non-Managed Accounts | $3,983,000 | 33 |
| Total fiduciary and related assets | $128,024,000,000 | 13 |
| Managed Assets ($) | $0 | 395 |
| Non-managed Assets ($) | $128,024,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,000,000 | 28 |
| 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 | $3,944,000 | 62 |
| Number of Managed Accounts | $0 | 400 |
| Number of Non-Managed Accounts | $3,944,000 | 32 |
| Total fiduciary and related assets | $126,769,000,000 | 13 |
| Managed Assets ($) | $0 | 399 |
| Non-managed Assets ($) | $126,769,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,000,000 | 30 |
| 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 | $3,837,000 | 65 |
| Number of Managed Accounts | $0 | 1,332 |
| Number of Non-Managed Accounts | $3,837,000 | 35 |
| Total fiduciary and related assets | $120,444,000,000 | 14 |
| Managed Assets ($) | $0 | 1,331 |
| Non-managed Assets ($) | $120,444,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $94,000,000 | 30 |
| 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 | $3,714,000 | 66 |
| Number of Managed Accounts | $0 | 377 |
| Number of Non-Managed Accounts | $3,714,000 | 32 |
| Total fiduciary and related assets | $118,120,000,000 | 14 |
| Managed Assets ($) | $0 | 378 |
| Non-managed Assets ($) | $118,120,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,000,000 | 30 |
| 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 | $3,697,000 | 67 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $3,697,000 | 32 |
| Total fiduciary and related assets | $111,176,000,000 | 14 |
| Managed Assets ($) | $0 | 380 |
| Non-managed Assets ($) | $111,176,000,000 | 12 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,000,000 | 30 |
| 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 | $3,634,000 | 70 |
| Number of Managed Accounts | $0 | 379 |
| Number of Non-Managed Accounts | $3,634,000 | 34 |
| Total fiduciary and related assets | $114,261,000,000 | 14 |
| Managed Assets ($) | $0 | 379 |
| Non-managed Assets ($) | $114,261,000,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,000,000 | 29 |
| 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 | $3,959,000 | 63 |
| Number of Managed Accounts | $399,000 | 326 |
| Number of Non-Managed Accounts | $3,560,000 | 35 |
| Total fiduciary and related assets | $106,006,608,000 | 14 |
| Managed Assets ($) | $1,802,882,000 | 84 |
| Non-managed Assets ($) | $104,203,726,000 | 13 |
| 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 | $3,881,000 | 67 |
| Number of Managed Accounts | $396,000 | 282 |
| Number of Non-Managed Accounts | $3,485,000 | 35 |
| Total fiduciary and related assets | $96,858,266,000 | 14 |
| Managed Assets ($) | $1,485,763,000 | 92 |
| Non-managed Assets ($) | $95,372,503,000 | 13 |
| 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 | $3,755,000 | 70 |
| Number of Managed Accounts | $305,000 | 310 |
| Number of Non-Managed Accounts | $3,450,000 | 36 |
| Total fiduciary and related assets | $107,977,713,000 | 14 |
| Managed Assets ($) | $1,343,990,000 | 105 |
| Non-managed Assets ($) | $106,633,723,000 | 11 |
| 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 | $3,729,000 | 71 |
| Number of Managed Accounts | $286,000 | 317 |
| Number of Non-Managed Accounts | $3,443,000 | 37 |
| Total fiduciary and related assets | $107,639,946,000 | 14 |
| Managed Assets ($) | $1,335,581,000 | 99 |
| Non-managed Assets ($) | $106,304,365,000 | 11 |
| 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 | $3,607,000 | 76 |
| Number of Managed Accounts | $266,000 | 416 |
| Number of Non-Managed Accounts | $3,341,000 | 39 |
| Total fiduciary and related assets | $103,020,823,000 | 14 |
| Managed Assets ($) | $1,051,993,000 | 116 |
| Non-managed Assets ($) | $101,968,830,000 | 12 |
| 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 | $3,606,000 | 71 |
| Number of Managed Accounts | $329,000 | 293 |
| Number of Non-Managed Accounts | $3,277,000 | 37 |
| Total fiduciary and related assets | $96,559,001,000 | 14 |
| Managed Assets ($) | $965,240,000 | 120 |
| Non-managed Assets ($) | $95,593,761,000 | 12 |
| 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 | $3,460,000 | 75 |
| Number of Managed Accounts | $274,000 | 307 |
| Number of Non-Managed Accounts | $3,186,000 | 40 |
| Total fiduciary and related assets | $87,626,658,000 | 15 |
| Managed Assets ($) | $1,017,389,000 | 108 |
| Non-managed Assets ($) | $86,609,269,000 | 13 |
| 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 | $3,384,000 | 77 |
| Number of Managed Accounts | $224,000 | 320 |
| Number of Non-Managed Accounts | $3,160,000 | 41 |
| Total fiduciary and related assets | $92,788,441,000 | 16 |
| Managed Assets ($) | $957,004,000 | 118 |
| Non-managed Assets ($) | $91,831,437,000 | 13 |
| 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 | $3,232,000 | 85 |
| Number of Managed Accounts | $180,000 | 529 |
| Number of Non-Managed Accounts | $3,052,000 | 45 |
| Total fiduciary and related assets | $89,077,351,000 | 17 |
| Managed Assets ($) | $882,700,000 | 125 |
| Non-managed Assets ($) | $88,194,651,000 | 14 |
| 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 | $3,130,000 | 84 |
| Number of Managed Accounts | $165,000 | 330 |
| Number of Non-Managed Accounts | $2,965,000 | 44 |
| Total fiduciary and related assets | $84,582,841,000 | 17 |
| Managed Assets ($) | $852,950,000 | 123 |
| Non-managed Assets ($) | $83,729,891,000 | 13 |
| 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 | $3,046,000 | 89 |
| Number of Managed Accounts | $181,000 | 332 |
| Number of Non-Managed Accounts | $2,865,000 | 45 |
| Total fiduciary and related assets | $75,507,318,000 | 17 |
| Managed Assets ($) | $675,379,000 | 146 |
| Non-managed Assets ($) | $74,831,939,000 | 13 |
| 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 | $2,968,000 | 85 |
| Number of Managed Accounts | $180,000 | 331 |
| Number of Non-Managed Accounts | $2,788,000 | 42 |
| Total fiduciary and related assets | $65,426,236,000 | 17 |
| Managed Assets ($) | $482,282,000 | 173 |
| Non-managed Assets ($) | $64,943,954,000 | 14 |
| 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 | $2,748,000 | 96 |
| Number of Managed Accounts | $181,000 | 539 |
| Number of Non-Managed Accounts | $2,567,000 | 49 |
| Total fiduciary and related assets | $62,764,681,000 | 18 |
| Managed Assets ($) | $484,039,000 | 175 |
| Non-managed Assets ($) | $62,280,642,000 | 16 |
| 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 | $2,720,000 | 92 |
| Number of Managed Accounts | $184,000 | 356 |
| Number of Non-Managed Accounts | $2,536,000 | 46 |
| Total fiduciary and related assets | $71,454,139,000 | 18 |
| Managed Assets ($) | $523,005,000 | 176 |
| Non-managed Assets ($) | $70,931,134,000 | 16 |
| 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 | $2,573,000 | 96 |
| Number of Managed Accounts | $201,000 | 350 |
| Number of Non-Managed Accounts | $2,372,000 | 48 |
| Total fiduciary and related assets | $75,857,443,000 | 21 |
| Managed Assets ($) | $552,460,000 | 178 |
| Non-managed Assets ($) | $75,304,983,000 | 18 |
| 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 | $2,407,000 | 100 |
| Number of Managed Accounts | $199,000 | 355 |
| Number of Non-Managed Accounts | $2,208,000 | 46 |
| Total fiduciary and related assets | $74,456,658,000 | 20 |
| Managed Assets ($) | $312,064,000 | 259 |
| Non-managed Assets ($) | $74,144,594,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $0 | 1,786 |
| Fiduciary or related activity | $0 | 1,696 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,688 |
| Number of Managed Accounts | $0 | 1,582 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $0 | 1,685 |
| Managed Assets ($) | $0 | 1,581 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,498 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,428 |
| Fiduciary power exercised | $0 | 1,805 |
| Fiduciary or related activity | $0 | 1,715 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 421 |
| Number of Non-Managed Accounts | $0 | 417 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 421 |
| Non-managed Assets ($) | $0 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,445 |
| Fiduciary power exercised | $0 | 1,809 |
| Fiduciary or related activity | $0 | 1,721 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 450 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 422 |
| Total fiduciary and related assets | $0 | 449 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,429 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,453 |
| Fiduciary power exercised | $0 | 1,815 |
| Fiduciary or related activity | $0 | 1,720 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 451 |
| Number of Managed Accounts | $0 | 427 |
| Number of Non-Managed Accounts | $0 | 425 |
| Total fiduciary and related assets | $0 | 450 |
| Managed Assets ($) | $0 | 427 |
| Non-managed Assets ($) | $0 | 424 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,355 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,464 |
| Fiduciary power exercised | $0 | 1,827 |
| Fiduciary or related activity | $0 | 1,740 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,733 |
| Number of Managed Accounts | $0 | 1,625 |
| Number of Non-Managed Accounts | $0 | 1,332 |
| Total fiduciary and related assets | $0 | 1,730 |
| Managed Assets ($) | $0 | 1,624 |
| Non-managed Assets ($) | $0 | 1,321 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,523 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,478 |
| Fiduciary power exercised | $0 | 1,839 |
| Fiduciary or related activity | $0 | 1,758 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 432 |
| Number of Managed Accounts | $0 | 409 |
| Number of Non-Managed Accounts | $0 | 409 |
| Total fiduciary and related assets | $0 | 431 |
| Managed Assets ($) | $0 | 409 |
| Non-managed Assets ($) | $0 | 408 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,468 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,497 |
| Fiduciary power exercised | $0 | 1,855 |
| Fiduciary or related activity | $0 | 1,774 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 435 |
| Number of Managed Accounts | $0 | 413 |
| Number of Non-Managed Accounts | $0 | 412 |
| Total fiduciary and related assets | $0 | 434 |
| Managed Assets ($) | $0 | 413 |
| Non-managed Assets ($) | $0 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,458 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,505 |
| Fiduciary power exercised | $0 | 1,863 |
| Fiduciary or related activity | $0 | 1,786 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 458 |
| Number of Managed Accounts | $0 | 437 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 457 |
| Managed Assets ($) | $0 | 437 |
| Non-managed Assets ($) | $0 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,380 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,516 |
| Fiduciary power exercised | $0 | 1,867 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,788 |
| Number of Managed Accounts | $0 | 1,678 |
| Number of Non-Managed Accounts | $0 | 1,373 |
| Total fiduciary and related assets | $0 | 1,786 |
| Managed Assets ($) | $0 | 1,677 |
| Non-managed Assets ($) | $0 | 1,365 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,557 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,529 |
| Fiduciary power exercised | $0 | 1,877 |
| Fiduciary or related activity | $0 | 1,783 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 444 |
| Number of Managed Accounts | $0 | 422 |
| Number of Non-Managed Accounts | $0 | 414 |
| Total fiduciary and related assets | $0 | 443 |
| Managed Assets ($) | $0 | 423 |
| Non-managed Assets ($) | $0 | 412 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,504 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,548 |
| Fiduciary power exercised | $0 | 1,881 |
| Fiduciary or related activity | $0 | 1,792 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 460 |
| Number of Managed Accounts | $0 | 435 |
| Number of Non-Managed Accounts | $0 | 431 |
| Total fiduciary and related assets | $0 | 458 |
| Managed Assets ($) | $0 | 435 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,480 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,569 |
| Fiduciary power exercised | $0 | 1,895 |
| Fiduciary or related activity | $0 | 1,801 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 465 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $0 | 463 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,418 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,574 |
| Fiduciary power exercised | $0 | 1,898 |
| Fiduciary or related activity | $0 | 1,821 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,812 |
| Number of Managed Accounts | $0 | 1,698 |
| Number of Non-Managed Accounts | $0 | 1,368 |
| Total fiduciary and related assets | $0 | 1,810 |
| Managed Assets ($) | $0 | 1,698 |
| Non-managed Assets ($) | $0 | 1,358 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,582 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,582 |
| Fiduciary power exercised | $0 | 1,908 |
| Fiduciary or related activity | $0 | 1,824 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,547 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,602 |
| Fiduciary power exercised | $0 | 1,920 |
| Fiduciary or related activity | $0 | 1,840 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,518 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $0 | 2,610 |
| Fiduciary power exercised | $0 | 1,930 |
| Fiduciary or related activity | $0 | 1,848 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,441 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $0 | 2,631 |
| Fiduciary power exercised | $0 | 1,948 |
| Fiduciary or related activity | $0 | 1,873 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
| Number of Managed Accounts | $0 | 1,742 |
| Number of Non-Managed Accounts | $0 | 1,417 |
| Total fiduciary and related assets | $0 | 1,862 |
| Managed Assets ($) | $0 | 1,742 |
| Non-managed Assets ($) | $0 | 1,404 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,641 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $0 | 2,649 |
| Fiduciary power exercised | $0 | 1,971 |
| Fiduciary or related activity | $0 | 1,895 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 442 |
| Number of Non-Managed Accounts | $0 | 446 |
| Total fiduciary and related assets | $0 | 472 |
| Managed Assets ($) | $0 | 442 |
| Non-managed Assets ($) | $0 | 445 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $0 | 2,665 |
| Fiduciary power exercised | $0 | 1,985 |
| Fiduciary or related activity | $0 | 1,908 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
| Number of Managed Accounts | $0 | 446 |
| Number of Non-Managed Accounts | $0 | 448 |
| Total fiduciary and related assets | $0 | 473 |
| Managed Assets ($) | $0 | 446 |
| Non-managed Assets ($) | $0 | 447 |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,577 |