Home > CIBC National Trust Company > Fiduciary and Related Services
CIBC National 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 | $9,012,000 | 40 |
| Number of Managed Accounts | $8,571,000 | 28 |
| Number of Non-Managed Accounts | $441,000 | 98 |
| Total fiduciary and related assets | $37,863,036,000 | 42 |
| Managed Assets ($) | $35,104,553,000 | 22 |
| Non-managed Assets ($) | $2,758,483,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $135,243,000 | 35 |
| 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 | $8,271,000 | 44 |
| Number of Managed Accounts | $8,029,000 | 31 |
| Number of Non-Managed Accounts | $242,000 | 122 |
| Total fiduciary and related assets | $36,492,881,000 | 42 |
| Managed Assets ($) | $35,595,098,000 | 22 |
| Non-managed Assets ($) | $897,783,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,335,000 | 38 |
| 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 | $8,240,000 | 43 |
| Number of Managed Accounts | $8,007,000 | 30 |
| Number of Non-Managed Accounts | $233,000 | 138 |
| Total fiduciary and related assets | $35,617,621,000 | 43 |
| Managed Assets ($) | $34,792,723,000 | 22 |
| Non-managed Assets ($) | $824,898,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,634,000 | 39 |
| 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 | $8,198,000 | 46 |
| Number of Managed Accounts | $7,959,000 | 31 |
| Number of Non-Managed Accounts | $239,000 | 127 |
| Total fiduciary and related assets | $34,279,627,000 | 47 |
| Managed Assets ($) | $33,312,877,000 | 24 |
| Non-managed Assets ($) | $966,750,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,309,000 | 41 |
| 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 | $8,162,000 | 47 |
| Number of Managed Accounts | $7,918,000 | 32 |
| Number of Non-Managed Accounts | $244,000 | 147 |
| Total fiduciary and related assets | $32,170,959,000 | 47 |
| Managed Assets ($) | $31,079,117,000 | 25 |
| Non-managed Assets ($) | $1,091,842,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $152,310,000 | 35 |
| 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 | $8,387,000 | 46 |
| Number of Managed Accounts | $8,145,000 | 32 |
| Number of Non-Managed Accounts | $242,000 | 131 |
| Total fiduciary and related assets | $29,951,370,000 | 48 |
| Managed Assets ($) | $28,883,134,000 | 25 |
| Non-managed Assets ($) | $1,068,236,000 | 120 |
| Memoranda | ||
| Gross Fiduciary activities income | $90,094,000 | 41 |
| 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 | $8,306,000 | 41 |
| Number of Managed Accounts | $8,058,000 | 30 |
| Number of Non-Managed Accounts | $248,000 | 118 |
| Total fiduciary and related assets | $30,563,752,000 | 37 |
| Managed Assets ($) | $29,452,011,000 | 21 |
| Non-managed Assets ($) | $1,111,741,000 | 97 |
| Memoranda | ||
| Gross Fiduciary activities income | $61,113,000 | 31 |
| 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 | $8,214,000 | 41 |
| Number of Managed Accounts | $7,967,000 | 30 |
| Number of Non-Managed Accounts | $247,000 | 117 |
| Total fiduciary and related assets | $34,310,792,000 | 37 |
| Managed Assets ($) | $33,179,347,000 | 20 |
| Non-managed Assets ($) | $1,131,445,000 | 100 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,150,000 | 30 |
| 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 | $8,077,000 | 40 |
| Number of Managed Accounts | $7,982,000 | 29 |
| Number of Non-Managed Accounts | $95,000 | 251 |
| Total fiduciary and related assets | $36,309,117,000 | 34 |
| Managed Assets ($) | $35,525,410,000 | 20 |
| Non-managed Assets ($) | $783,707,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,063,000 | 29 |
| 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 | $7,836,000 | 41 |
| Number of Managed Accounts | $7,744,000 | 30 |
| Number of Non-Managed Accounts | $92,000 | 188 |
| Total fiduciary and related assets | $32,881,060,000 | 35 |
| Managed Assets ($) | $32,107,297,000 | 21 |
| Non-managed Assets ($) | $773,763,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,823,000 | 30 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $5,379,000 | 53 |
| Number of Managed Accounts | $5,321,000 | 44 |
| Number of Non-Managed Accounts | $58,000 | 249 |
| Total fiduciary and related assets | $28,556,873,000 | 39 |
| Managed Assets ($) | $27,878,929,000 | 23 |
| Non-managed Assets ($) | $677,944,000 | 117 |
| Memoranda | ||
| Gross Fiduciary activities income | $57,205,000 | 32 |
| 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 | $5,374,000 | 53 |
| Number of Managed Accounts | $5,310,000 | 42 |
| Number of Non-Managed Accounts | $64,000 | 220 |
| Total fiduciary and related assets | $26,959,193,000 | 39 |
| Managed Assets ($) | $26,355,228,000 | 23 |
| Non-managed Assets ($) | $603,965,000 | 123 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,814,000 | 30 |
| 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 | $5,421,000 | 54 |
| Number of Managed Accounts | $5,337,000 | 43 |
| Number of Non-Managed Accounts | $84,000 | 277 |
| Total fiduciary and related assets | $25,433,973,000 | 40 |
| Managed Assets ($) | $24,736,348,000 | 25 |
| Non-managed Assets ($) | $697,625,000 | 114 |
| Memoranda | ||
| Gross Fiduciary activities income | $107,914,000 | 31 |
| 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 | $5,302,000 | 56 |
| Number of Managed Accounts | $5,226,000 | 45 |
| Number of Non-Managed Accounts | $76,000 | 210 |
| Total fiduciary and related assets | $23,080,108,000 | 40 |
| Managed Assets ($) | $22,550,264,000 | 25 |
| Non-managed Assets ($) | $529,844,000 | 125 |
| Memoranda | ||
| Gross Fiduciary activities income | $76,953,000 | 32 |
| 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 | $5,243,000 | 56 |
| Number of Managed Accounts | $5,156,000 | 46 |
| Number of Non-Managed Accounts | $87,000 | 211 |
| Total fiduciary and related assets | $22,262,711,000 | 40 |
| Managed Assets ($) | $21,678,001,000 | 24 |
| Non-managed Assets ($) | $584,710,000 | 116 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,187,000 | 34 |
| 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 | $5,209,000 | 56 |
| Number of Managed Accounts | $5,122,000 | 46 |
| Number of Non-Managed Accounts | $87,000 | 201 |
| Total fiduciary and related assets | $19,714,391,000 | 41 |
| Managed Assets ($) | $19,268,502,000 | 25 |
| Non-managed Assets ($) | $445,889,000 | 130 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,685,000 | 34 |
| 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 | $9,272,000 | 38 |
| Number of Managed Accounts | $9,142,000 | 28 |
| Number of Non-Managed Accounts | $130,000 | 232 |
| Total fiduciary and related assets | $33,042,043,000 | 34 |
| Managed Assets ($) | $31,431,217,000 | 20 |
| Non-managed Assets ($) | $1,610,826,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $140,200,000 | 29 |
| 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 | $9,114,000 | 40 |
| Number of Managed Accounts | $8,995,000 | 29 |
| Number of Non-Managed Accounts | $119,000 | 176 |
| Total fiduciary and related assets | $31,331,316,000 | 36 |
| Managed Assets ($) | $29,962,903,000 | 22 |
| Non-managed Assets ($) | $1,368,413,000 | 92 |
| Memoranda | ||
| Gross Fiduciary activities income | $104,526,000 | 29 |
| 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 | $9,157,000 | 41 |
| Number of Managed Accounts | $9,002,000 | 30 |
| Number of Non-Managed Accounts | $155,000 | 159 |
| Total fiduciary and related assets | $31,204,575,000 | 35 |
| Managed Assets ($) | $29,449,900,000 | 20 |
| Non-managed Assets ($) | $1,754,675,000 | 81 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,766,000 | 30 |
| 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 | $9,224,000 | 41 |
| Number of Managed Accounts | $9,069,000 | 30 |
| Number of Non-Managed Accounts | $155,000 | 162 |
| Total fiduciary and related assets | $30,909,702,000 | 35 |
| Managed Assets ($) | $29,143,514,000 | 20 |
| Non-managed Assets ($) | $1,766,188,000 | 78 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,110,000 | 30 |
| 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 | $9,227,000 | 41 |
| Number of Managed Accounts | $9,105,000 | 30 |
| Number of Non-Managed Accounts | $122,000 | 236 |
| Total fiduciary and related assets | $28,300,628,000 | 35 |
| Managed Assets ($) | $26,921,881,000 | 21 |
| Non-managed Assets ($) | $1,378,747,000 | 88 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,941,000 | 30 |
| 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 | $9,171,000 | 41 |
| Number of Managed Accounts | $9,049,000 | 30 |
| Number of Non-Managed Accounts | $122,000 | 184 |
| Total fiduciary and related assets | $31,487,414,000 | 35 |
| Managed Assets ($) | $29,828,491,000 | 20 |
| Non-managed Assets ($) | $1,658,923,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $102,543,000 | 30 |
| 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 | $9,082,000 | 41 |
| Number of Managed Accounts | $8,961,000 | 30 |
| Number of Non-Managed Accounts | $121,000 | 191 |
| Total fiduciary and related assets | $29,839,145,000 | 35 |
| Managed Assets ($) | $28,177,338,000 | 21 |
| Non-managed Assets ($) | $1,661,807,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,257,000 | 30 |
| 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 | $8,993,000 | 42 |
| Number of Managed Accounts | $8,875,000 | 30 |
| Number of Non-Managed Accounts | $118,000 | 193 |
| Total fiduciary and related assets | $29,209,613,000 | 35 |
| Managed Assets ($) | $27,677,538,000 | 21 |
| Non-managed Assets ($) | $1,532,075,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,839,000 | 30 |
| 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 | $8,863,000 | 42 |
| Number of Managed Accounts | $8,750,000 | 30 |
| Number of Non-Managed Accounts | $113,000 | 254 |
| Total fiduciary and related assets | $28,749,831,000 | 36 |
| Managed Assets ($) | $27,255,432,000 | 21 |
| Non-managed Assets ($) | $1,494,399,000 | 84 |
| Memoranda | ||
| Gross Fiduciary activities income | $125,209,000 | 30 |
| 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 | $8,669,000 | 42 |
| Number of Managed Accounts | $8,557,000 | 30 |
| Number of Non-Managed Accounts | $112,000 | 194 |
| Total fiduciary and related assets | $26,916,789,000 | 36 |
| Managed Assets ($) | $25,313,367,000 | 22 |
| Non-managed Assets ($) | $1,603,422,000 | 80 |
| Memoranda | ||
| Gross Fiduciary activities income | $92,581,000 | 31 |
| 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 | $8,533,000 | 41 |
| Number of Managed Accounts | $8,408,000 | 29 |
| Number of Non-Managed Accounts | $125,000 | 184 |
| Total fiduciary and related assets | $25,997,536,000 | 36 |
| Managed Assets ($) | $24,410,043,000 | 22 |
| Non-managed Assets ($) | $1,587,493,000 | 79 |
| Memoranda | ||
| Gross Fiduciary activities income | $60,777,000 | 31 |
| 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 | $8,331,000 | 43 |
| Number of Managed Accounts | $8,208,000 | 29 |
| Number of Non-Managed Accounts | $123,000 | 180 |
| Total fiduciary and related assets | $25,198,852,000 | 36 |
| Managed Assets ($) | $23,748,055,000 | 22 |
| Non-managed Assets ($) | $1,450,797,000 | 83 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,304,000 | 31 |
| 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 | $8,005,000 | 44 |
| Number of Managed Accounts | $7,908,000 | 30 |
| Number of Non-Managed Accounts | $97,000 | 276 |
| Total fiduciary and related assets | $22,512,403,000 | 37 |
| Managed Assets ($) | $21,904,698,000 | 23 |
| Non-managed Assets ($) | $607,705,000 | 110 |
| Memoranda | ||
| Gross Fiduciary activities income | $116,300,000 | 29 |
| 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 | $7,816,000 | 42 |
| Number of Managed Accounts | $7,711,000 | 31 |
| Number of Non-Managed Accounts | $105,000 | 193 |
| Total fiduciary and related assets | $22,039,549,000 | 38 |
| Managed Assets ($) | $21,363,975,000 | 23 |
| Non-managed Assets ($) | $675,574,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,352,000 | 29 |
| 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 | $7,656,000 | 42 |
| Number of Managed Accounts | $7,559,000 | 31 |
| Number of Non-Managed Accounts | $97,000 | 205 |
| Total fiduciary and related assets | $21,244,145,000 | 38 |
| Managed Assets ($) | $20,592,405,000 | 23 |
| Non-managed Assets ($) | $651,740,000 | 105 |
| Memoranda | ||
| Gross Fiduciary activities income | $53,514,000 | 30 |
| 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 | $7,462,000 | 43 |
| Number of Managed Accounts | $7,370,000 | 33 |
| Number of Non-Managed Accounts | $92,000 | 208 |
| Total fiduciary and related assets | $20,465,242,000 | 39 |
| Managed Assets ($) | $19,740,471,000 | 23 |
| Non-managed Assets ($) | $724,771,000 | 103 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,087,000 | 31 |
| 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 | $7,233,000 | 43 |
| Number of Managed Accounts | $7,149,000 | 32 |
| Number of Non-Managed Accounts | $84,000 | 313 |
| Total fiduciary and related assets | $19,629,993,000 | 37 |
| Managed Assets ($) | $19,425,093,000 | 22 |
| Non-managed Assets ($) | $204,900,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $106,863,000 | 29 |
| 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 | $7,000,000 | 43 |
| Number of Managed Accounts | $6,908,000 | 32 |
| Number of Non-Managed Accounts | $92,000 | 207 |
| Total fiduciary and related assets | $19,170,577,000 | 37 |
| Managed Assets ($) | $18,961,145,000 | 22 |
| Non-managed Assets ($) | $209,432,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,170,000 | 29 |
| 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 | $6,859,000 | 44 |
| Number of Managed Accounts | $6,769,000 | 35 |
| Number of Non-Managed Accounts | $90,000 | 206 |
| Total fiduciary and related assets | $19,828,907,000 | 38 |
| Managed Assets ($) | $19,626,887,000 | 24 |
| Non-managed Assets ($) | $202,020,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $55,446,000 | 30 |
| 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 | $6,692,000 | 45 |
| Number of Managed Accounts | $6,601,000 | 35 |
| Number of Non-Managed Accounts | $91,000 | 205 |
| Total fiduciary and related assets | $20,468,134,000 | 38 |
| Managed Assets ($) | $20,253,745,000 | 24 |
| Non-managed Assets ($) | $214,389,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,919,000 | 29 |
| 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 | $6,494,000 | 46 |
| Number of Managed Accounts | $6,401,000 | 35 |
| Number of Non-Managed Accounts | $93,000 | 304 |
| Total fiduciary and related assets | $19,771,357,000 | 38 |
| Managed Assets ($) | $19,553,956,000 | 24 |
| Non-managed Assets ($) | $217,401,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $130,930,000 | 26 |
| 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 | $6,329,000 | 45 |
| Number of Managed Accounts | $6,241,000 | 34 |
| Number of Non-Managed Accounts | $88,000 | 212 |
| Total fiduciary and related assets | $19,349,014,000 | 38 |
| Managed Assets ($) | $19,147,845,000 | 24 |
| Non-managed Assets ($) | $201,169,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $59,069,000 | 36 |
| 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 | $6,200,000 | 44 |
| Number of Managed Accounts | $6,112,000 | 33 |
| Number of Non-Managed Accounts | $88,000 | 212 |
| Total fiduciary and related assets | $19,035,399,000 | 38 |
| Managed Assets ($) | $18,830,007,000 | 24 |
| Non-managed Assets ($) | $205,392,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,355,000 | 36 |
| 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 | $6,081,000 | 47 |
| Number of Managed Accounts | $5,991,000 | 33 |
| Number of Non-Managed Accounts | $90,000 | 217 |
| Total fiduciary and related assets | $18,152,453,000 | 40 |
| Managed Assets ($) | $17,941,376,000 | 25 |
| Non-managed Assets ($) | $211,077,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,902,000 | 36 |
| 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 | $5,975,000 | 47 |
| Number of Managed Accounts | $5,834,000 | 33 |
| Number of Non-Managed Accounts | $141,000 | 245 |
| Total fiduciary and related assets | $17,588,274,000 | 40 |
| Managed Assets ($) | $17,227,069,000 | 25 |
| Non-managed Assets ($) | $361,205,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $194,141,000 | 22 |
| 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 | $6,730,000 | 44 |
| Number of Managed Accounts | $6,646,000 | 31 |
| Number of Non-Managed Accounts | $84,000 | 219 |
| Total fiduciary and related assets | $59,098,997,000 | 20 |
| Managed Assets ($) | $58,901,357,000 | 11 |
| Non-managed Assets ($) | $197,640,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $50,638,000 | 38 |
| 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 | $6,628,000 | 44 |
| Number of Managed Accounts | $6,544,000 | 30 |
| Number of Non-Managed Accounts | $84,000 | 224 |
| Total fiduciary and related assets | $57,503,122,000 | 21 |
| Managed Assets ($) | $57,301,039,000 | 11 |
| Non-managed Assets ($) | $202,083,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,874,000 | 37 |
| 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 | $6,490,000 | 43 |
| Number of Managed Accounts | $6,407,000 | 29 |
| Number of Non-Managed Accounts | $83,000 | 226 |
| Total fiduciary and related assets | $57,627,029,000 | 22 |
| Managed Assets ($) | $57,429,963,000 | 12 |
| Non-managed Assets ($) | $197,066,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,100,000 | 25 |
| 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 | $6,349,000 | 46 |
| Number of Managed Accounts | $6,262,000 | 30 |
| Number of Non-Managed Accounts | $87,000 | 350 |
| Total fiduciary and related assets | $55,736,869,000 | 21 |
| Managed Assets ($) | $55,547,084,000 | 12 |
| Non-managed Assets ($) | $189,785,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,652,000 | 25 |
| 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 | $6,079,000 | 44 |
| Number of Managed Accounts | $5,992,000 | 29 |
| Number of Non-Managed Accounts | $87,000 | 212 |
| Total fiduciary and related assets | $56,155,955,000 | 20 |
| Managed Assets ($) | $55,963,004,000 | 12 |
| Non-managed Assets ($) | $192,951,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $101,391,000 | 25 |
| 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 | $5,925,000 | 47 |
| Number of Managed Accounts | $5,838,000 | 31 |
| Number of Non-Managed Accounts | $87,000 | 214 |
| Total fiduciary and related assets | $53,353,192,000 | 20 |
| Managed Assets ($) | $53,156,900,000 | 12 |
| Non-managed Assets ($) | $196,292,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $63,103,000 | 26 |
| 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 | $5,736,000 | 50 |
| Number of Managed Accounts | $5,654,000 | 32 |
| Number of Non-Managed Accounts | $82,000 | 214 |
| Total fiduciary and related assets | $53,221,466,000 | 20 |
| Managed Assets ($) | $53,056,643,000 | 12 |
| Non-managed Assets ($) | $164,823,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,943,000 | 26 |
| 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 | $5,551,000 | 51 |
| Number of Managed Accounts | $5,485,000 | 32 |
| Number of Non-Managed Accounts | $66,000 | 421 |
| Total fiduciary and related assets | $51,153,998,000 | 20 |
| Managed Assets ($) | $51,050,926,000 | 12 |
| Non-managed Assets ($) | $103,072,000 | 222 |
| Memoranda | ||
| Gross Fiduciary activities income | $128,949,000 | 21 |
| 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 | $5,449,000 | 54 |
| Number of Managed Accounts | $5,378,000 | 34 |
| Number of Non-Managed Accounts | $71,000 | 228 |
| Total fiduciary and related assets | $49,705,204,000 | 21 |
| Managed Assets ($) | $49,357,112,000 | 12 |
| Non-managed Assets ($) | $348,092,000 | 121 |
| Memoranda | ||
| Gross Fiduciary activities income | $88,040,000 | 25 |
| 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 | $5,348,000 | 55 |
| Number of Managed Accounts | $5,309,000 | 35 |
| Number of Non-Managed Accounts | $39,000 | 283 |
| Total fiduciary and related assets | $53,434,882,000 | 22 |
| Managed Assets ($) | $53,381,976,000 | 11 |
| Non-managed Assets ($) | $52,906,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,040,000 | 23 |
| 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 | $5,245,000 | 54 |
| Number of Managed Accounts | $5,201,000 | 34 |
| Number of Non-Managed Accounts | $44,000 | 278 |
| Total fiduciary and related assets | $52,766,302,000 | 22 |
| Managed Assets ($) | $52,694,212,000 | 11 |
| Non-managed Assets ($) | $72,090,000 | 232 |
| Memoranda | ||
| Gross Fiduciary activities income | $28,074,000 | 24 |
| 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 | $5,087,000 | 57 |
| Number of Managed Accounts | $5,043,000 | 34 |
| Number of Non-Managed Accounts | $44,000 | 544 |
| Total fiduciary and related assets | $48,130,901,000 | 23 |
| Managed Assets ($) | $48,054,819,000 | 13 |
| Non-managed Assets ($) | $76,082,000 | 257 |
| Memoranda | ||
| Gross Fiduciary activities income | $105,668,000 | 25 |
| 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 | $5,006,000 | 55 |
| Number of Managed Accounts | $4,963,000 | 34 |
| Number of Non-Managed Accounts | $43,000 | 275 |
| Total fiduciary and related assets | $44,326,595,000 | 24 |
| Managed Assets ($) | $44,246,654,000 | 13 |
| Non-managed Assets ($) | $79,941,000 | 225 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,285,000 | 25 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,853,000 | 56 |
| Number of Managed Accounts | $4,808,000 | 36 |
| Number of Non-Managed Accounts | $45,000 | 273 |
| Total fiduciary and related assets | $39,839,860,000 | 25 |
| Managed Assets ($) | $39,761,812,000 | 14 |
| Non-managed Assets ($) | $78,048,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $43,971,000 | 26 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,725,000 | 58 |
| Number of Managed Accounts | $4,681,000 | 35 |
| Number of Non-Managed Accounts | $44,000 | 283 |
| Total fiduciary and related assets | $39,136,077,000 | 25 |
| Managed Assets ($) | $39,061,021,000 | 14 |
| Non-managed Assets ($) | $75,056,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,275,000 | 26 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,624,000 | 66 |
| Number of Managed Accounts | $4,581,000 | 38 |
| Number of Non-Managed Accounts | $43,000 | 569 |
| Total fiduciary and related assets | $38,753,925,000 | 26 |
| Managed Assets ($) | $38,698,023,000 | 14 |
| Non-managed Assets ($) | $55,902,000 | 304 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,573,000 | 26 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,747,000 | 61 |
| Number of Managed Accounts | $4,713,000 | 35 |
| Number of Non-Managed Accounts | $34,000 | 283 |
| Total fiduciary and related assets | $38,373,860,000 | 28 |
| Managed Assets ($) | $38,354,787,000 | 15 |
| Non-managed Assets ($) | $19,073,000 | 296 |
| Memoranda | ||
| Gross Fiduciary activities income | $58,587,000 | 30 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,774,000 | 63 |
| Number of Managed Accounts | $4,732,000 | 39 |
| Number of Non-Managed Accounts | $42,000 | 278 |
| Total fiduciary and related assets | $34,809,690,000 | 28 |
| Managed Assets ($) | $34,754,819,000 | 16 |
| Non-managed Assets ($) | $54,871,000 | 243 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,879,000 | 34 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,773,000 | 60 |
| Number of Managed Accounts | $4,736,000 | 38 |
| Number of Non-Managed Accounts | $37,000 | 282 |
| Total fiduciary and related assets | $33,142,389,000 | 28 |
| Managed Assets ($) | $33,094,248,000 | 18 |
| Non-managed Assets ($) | $48,141,000 | 251 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,750,000 | 34 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,821,000 | 64 |
| Number of Managed Accounts | $4,771,000 | 38 |
| Number of Non-Managed Accounts | $50,000 | 536 |
| Total fiduciary and related assets | $33,624,960,000 | 29 |
| Managed Assets ($) | $33,564,841,000 | 18 |
| Non-managed Assets ($) | $60,119,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $91,178,000 | 31 |
| 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 | $4,712,000 | 64 |
| Number of Managed Accounts | $4,686,000 | 40 |
| Number of Non-Managed Accounts | $26,000 | 323 |
| Total fiduciary and related assets | $34,999,482,000 | 31 |
| Managed Assets ($) | $34,943,994,000 | 18 |
| Non-managed Assets ($) | $55,488,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $70,813,000 | 34 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,728,000 | 64 |
| Number of Managed Accounts | $4,700,000 | 40 |
| Number of Non-Managed Accounts | $28,000 | 322 |
| Total fiduciary and related assets | $35,707,116,000 | 34 |
| Managed Assets ($) | $35,650,234,000 | 18 |
| Non-managed Assets ($) | $56,882,000 | 275 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,773,000 | 34 |
| 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 | $4,706,000 | 63 |
| Number of Managed Accounts | $4,674,000 | 41 |
| Number of Non-Managed Accounts | $32,000 | 318 |
| Total fiduciary and related assets | $36,640,363,000 | 32 |
| Managed Assets ($) | $36,579,399,000 | 18 |
| Non-managed Assets ($) | $60,964,000 | 267 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,640,000 | 32 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $4,802,000 | 65 |
| Number of Managed Accounts | $4,767,000 | 41 |
| Number of Non-Managed Accounts | $35,000 | 636 |
| Total fiduciary and related assets | $38,999,637,000 | 33 |
| Managed Assets ($) | $38,917,784,000 | 18 |
| Non-managed Assets ($) | $81,853,000 | 270 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,949,000 | 29 |
| 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 | $1,317,000 | 163 |
| Number of Managed Accounts | $1,301,000 | 123 |
| Number of Non-Managed Accounts | $16,000 | 345 |
| Total fiduciary and related assets | $33,371,701,000 | 33 |
| Managed Assets ($) | $33,262,883,000 | 20 |
| Non-managed Assets ($) | $108,818,000 | 218 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,654,000 | 46 |
| 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 | $1,475,000 | 144 |
| Number of Managed Accounts | $1,314,000 | 123 |
| Number of Non-Managed Accounts | $161,000 | 188 |
| Total fiduciary and related assets | $42,314,688,000 | 31 |
| Managed Assets ($) | $39,104,642,000 | 18 |
| Non-managed Assets ($) | $3,210,046,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,834,000 | 48 |
| 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 | $1,546,000 | 135 |
| Number of Managed Accounts | $1,337,000 | 119 |
| Number of Non-Managed Accounts | $209,000 | 165 |
| Total fiduciary and related assets | $41,870,417,000 | 30 |
| Managed Assets ($) | $38,312,190,000 | 21 |
| Non-managed Assets ($) | $3,558,227,000 | 62 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,108,000 | 48 |
| 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 | $1,633,000 | 139 |
| Number of Managed Accounts | $1,348,000 | 120 |
| Number of Non-Managed Accounts | $285,000 | 191 |
| Total fiduciary and related assets | $42,560,774,000 | 29 |
| Managed Assets ($) | $37,560,796,000 | 21 |
| Non-managed Assets ($) | $4,999,978,000 | 54 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,737,000 | 50 |
| 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 | $1,698,000 | 132 |
| Number of Managed Accounts | $1,355,000 | 122 |
| Number of Non-Managed Accounts | $343,000 | 132 |
| Total fiduciary and related assets | $44,784,968,000 | 28 |
| Managed Assets ($) | $37,638,075,000 | 20 |
| Non-managed Assets ($) | $7,146,893,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,315,000 | 53 |
| 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 | $1,797,000 | 130 |
| Number of Managed Accounts | $1,354,000 | 127 |
| Number of Non-Managed Accounts | $443,000 | 119 |
| Total fiduciary and related assets | $46,089,598,000 | 26 |
| Managed Assets ($) | $36,165,631,000 | 19 |
| Non-managed Assets ($) | $9,923,967,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,443,000 | 54 |
| 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 | $1,758,000 | 132 |
| Number of Managed Accounts | $1,317,000 | 128 |
| Number of Non-Managed Accounts | $441,000 | 123 |
| Total fiduciary and related assets | $44,703,308,000 | 26 |
| Managed Assets ($) | $34,079,617,000 | 19 |
| Non-managed Assets ($) | $10,623,691,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,761,000 | 52 |
| 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 | $1,833,000 | 135 |
| Number of Managed Accounts | $1,303,000 | 132 |
| Number of Non-Managed Accounts | $530,000 | 127 |
| Total fiduciary and related assets | $43,723,200,000 | 29 |
| Managed Assets ($) | $33,234,036,000 | 20 |
| Non-managed Assets ($) | $10,489,164,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $44,351,000 | 53 |
| 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 | $1,808,000 | 126 |
| Number of Managed Accounts | $1,282,000 | 125 |
| Number of Non-Managed Accounts | $526,000 | 108 |
| Total fiduciary and related assets | $45,376,912,000 | 28 |
| Managed Assets ($) | $34,883,436,000 | 20 |
| Non-managed Assets ($) | $10,493,476,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,134,000 | 53 |
| 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 | $1,763,000 | 127 |
| Number of Managed Accounts | $1,258,000 | 126 |
| Number of Non-Managed Accounts | $505,000 | 111 |
| Total fiduciary and related assets | $43,901,191,000 | 28 |
| Managed Assets ($) | $33,734,068,000 | 20 |
| Non-managed Assets ($) | $10,167,123,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,140,000 | 52 |
| 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 | $1,800,000 | 125 |
| Number of Managed Accounts | $1,297,000 | 122 |
| Number of Non-Managed Accounts | $503,000 | 119 |
| Total fiduciary and related assets | $43,632,010,000 | 30 |
| Managed Assets ($) | $33,612,209,000 | 21 |
| Non-managed Assets ($) | $10,019,801,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,012,000 | 54 |
| 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 | $1,791,000 | 136 |
| Number of Managed Accounts | $1,152,000 | 143 |
| Number of Non-Managed Accounts | $639,000 | 118 |
| Total fiduciary and related assets | $43,068,066,000 | 31 |
| Managed Assets ($) | $10,169,421,000 | 38 |
| Non-managed Assets ($) | $32,898,645,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $42,682,000 | 52 |
| 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 | $1,726,000 | 131 |
| Number of Managed Accounts | $1,107,000 | 146 |
| Number of Non-Managed Accounts | $619,000 | 103 |
| Total fiduciary and related assets | $40,150,218,000 | 31 |
| Managed Assets ($) | $9,694,209,000 | 37 |
| Non-managed Assets ($) | $30,456,009,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,598,000 | 51 |
| 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 | $1,566,000 | 142 |
| Number of Managed Accounts | $1,072,000 | 149 |
| Number of Non-Managed Accounts | $494,000 | 121 |
| Total fiduciary and related assets | $19,041,160,000 | 44 |
| Managed Assets ($) | $9,564,894,000 | 38 |
| Non-managed Assets ($) | $9,476,266,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,021,000 | 53 |
| 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 | $1,557,000 | 141 |
| Number of Managed Accounts | $1,052,000 | 153 |
| Number of Non-Managed Accounts | $505,000 | 121 |
| Total fiduciary and related assets | $19,181,159,000 | 44 |
| Managed Assets ($) | $9,498,944,000 | 39 |
| Non-managed Assets ($) | $9,682,215,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,624,000 | 52 |
| 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 | $1,578,000 | 152 |
| Number of Managed Accounts | $1,021,000 | 161 |
| Number of Non-Managed Accounts | $557,000 | 143 |
| Total fiduciary and related assets | $19,574,454,000 | 46 |
| Managed Assets ($) | $9,841,026,000 | 38 |
| Non-managed Assets ($) | $9,733,428,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,583,000 | 56 |
| 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 | $1,547,000 | 151 |
| Number of Managed Accounts | $1,002,000 | 161 |
| Number of Non-Managed Accounts | $545,000 | 130 |
| Total fiduciary and related assets | $17,287,108,000 | 45 |
| Managed Assets ($) | $9,043,156,000 | 41 |
| Non-managed Assets ($) | $8,243,952,000 | 42 |
| Memoranda | ||
| Gross Fiduciary activities income | $26,255,000 | 57 |
| 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 | $1,499,000 | 160 |
| Number of Managed Accounts | $962,000 | 173 |
| Number of Non-Managed Accounts | $537,000 | 130 |
| Total fiduciary and related assets | $16,237,694,000 | 46 |
| Managed Assets ($) | $8,374,952,000 | 43 |
| Non-managed Assets ($) | $7,862,742,000 | 46 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,701,000 | 60 |
| 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 | $1,444,000 | 167 |
| Number of Managed Accounts | $919,000 | 182 |
| Number of Non-Managed Accounts | $525,000 | 132 |
| Total fiduciary and related assets | $14,651,647,000 | 49 |
| Managed Assets ($) | $7,712,678,000 | 43 |
| Non-managed Assets ($) | $6,938,969,000 | 48 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,006,000 | 64 |
| 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 | $1,437,000 | 179 |
| Number of Managed Accounts | $868,000 | 199 |
| Number of Non-Managed Accounts | $569,000 | 141 |
| Total fiduciary and related assets | $14,729,021,000 | 48 |
| Managed Assets ($) | $7,217,341,000 | 47 |
| Non-managed Assets ($) | $7,511,680,000 | 47 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,226,000 | 67 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,677,000 | 143 |
| Number of Managed Accounts | $837,000 | 187 |
| Number of Non-Managed Accounts | $840,000 | 108 |
| Total fiduciary and related assets | $17,460,565,000 | 43 |
| Managed Assets ($) | $8,425,657,000 | 45 |
| Non-managed Assets ($) | $9,034,908,000 | 41 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,064,000 | 64 |
| 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 |